Why Should You Use Monday For Your CRM And Project Management?

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CRM platforms are used to collect consumer information such as contact information, interaction history, and order history. Customer satisfaction is important for business growth because the online sharing economy has put users in charge, thanks to the abundance of knowledge available to them.

Brands must prioritise content development and customer relationship management in order to retain a competitive advantage. introduces a comprehensive tool for optimising enterprise process control through simple integrations.


Purpose Of A Customer Relationship Management Software:

  • Prospecting for sales

  • Following up on lead/customer behaviour

  • Marketing via email/segmentation

  • Competitor surveillance

  • Customer profiles/personas creation

  • Reduced churn rates


What Is Project Management Software And How Does It Work?

Project management platforms are intended to assist team leaders in achieving company objectives. This includes assigning tasks, monitoring their completion, and reviewing analytics reports. Certain project management platforms combine boards and charts to illustrate what is being done, by whom, and when. The purpose of project management software is to improve project outcomes, which is critical given that 9.9 per cent of every dollar invested is wasted on ineffective projects.

Consider the following use cases for project management tools:

  • Product strategy and planning

  • Management of events

  • Inventory control

  • Management of business processes

  • Agile software development

  • Monitoring of projects

  • Management of construction

  • Management of daily tasks

  • Tracking of issues/bugs

  • Roadmaps for products

  • Planning sprints

  • Collaboration between teams

By combining the capabilities of the two platforms, you can empower cross-departmental teams to collaborate on company goals.


Why Should You Use CRM For Project Management?

CRM (customer relationship management) platforms enable businesses to manage their customer relationships more effectively by facilitating communication and behavioural tracking.

So what does a customer relationship management system have to do with project management? To begin, project management’s purpose is to ensure that customer tasks are completed on time. If you fail to meet deadlines, you risk losing the trust of the clients you’ve earned. In short, a CRM plays a significant role in project management, particularly when it comes to understanding and appeasing customers. Project management software is a tool designed specifically for customer relationship management and collaboration among teams.

By incorporating a CRM platform into your project management app, you can accomplish the following:

  • Align the strategic objectives of the project management team, sales, and customer service

  • Allow sales and account managers to monitor the status of a project.

  • Let customers view and approve deliverables to increase quality control (convert relationships into partnerships)

  • Provide your marketing teams with insights into the stage of the customer journey at which leads and accounts are (develop triggers and personalised content)  

  • Observe customer activity while completing a project

  • Attract customers to the software (create tasks, provide notes, etc.)  

  • Complete projects as soon as possible after sales occur

  • Utilise data to enhance deliverables


Project Management Features That Monday.Com Offers

1.Templates offers a multitude of templates that can be customised to meet virtually any project management requirement. Utilising templates like these simplifies the process of initiating a new marketing project and saves you time and money. The software features an intuitive interface that your team will quickly grasp, and it is adaptable to a variety of different types of marketing campaigns. There are over 200 project templates allowing you to quickly create and manage a new project.


2. Workflow Management

The software functions as an effective marketing workflow management system, managing and facilitating the entire marketing effort from start to finish, which the aforementioned templates assist with. The software is sufficiently adaptable to changes in the scope of the marketing project or in the timelines.

Time tracking enables you to see how much time your team members spend on which tasks and thus determine whether they should spend their time on higher-priority tasks.


3. Production solutions’s task management system makes use of a variety of boards, depending on your requirements. A client contact board enables you to manage all of your client’s contact information, including their phone number, email address, website, and even their contract.


4. Multichannel Marketing

The software is especially beneficial for marketing teams because it enables you to manage content across all mediums, including blog posts, videos, and even podcasts.

The software enables you to manage marketing projects from start to finish using a step-by-step process regardless of the medium used. The resource management feature of the software is critical because it ensures that you are tracking not only the project itself but also the resources required to complete the project.

A high-level project status board keeps track of all active projects in one location and serves as the central hub for managing change requests. The project’s low-level management board keeps track of daily tasks and manages all of the other details. The software categorises all tasks into columns, making it easier to determine the status of each marketing task.


5. Creating And Managing Calendars

Through the software, you can create your marketing calendar, which simplifies the process of planning, organising, and tracking your marketing efforts. This is advantageous for both internal use and communication with clients. With this feature, you’ll be able to visually track progress across your teams, and delegating authority to copywriters, production, or anyone else on your team will be a breeze. A shared team calendar enables everyone to be aware of one another’s activities and to plan months ahead.


6. Campaign Tracking

Marketing managers require access to a project tracker to monitor the progress of their campaigns, which provides. You’ll be able to manage campaign timelines, track costs, allocate appropriate resources, and track campaign results. The software includes a document storage function, which ensures that you always have access to project documents and other critical materials.


7. Email Tracking and Software For Social Media Marketing

You can refine your tracking even further by focusing on the performance of your email and social media campaigns.’s software enables users to create email and social media campaigns and then track their posts and distributions across a variety of platforms. Additionally, you’ll be able to monitor the progress of individual team members on their assigned tasks. It is well integrated with a variety of media applications. If you want to assign tasks more precisely to your social media or email marketing team, you can create a custom dashboard for them.


8. Centralised management

This software will consolidate all work into a single location, allowing you to manage the activities of your entire team, ensuring that your email marketing team works in tandem with your content marketing and social media marketing teams.

By working cohesively, you can leverage one another’s efforts and increase the effectiveness of your marketing campaign. The software crunches data and visualises it in the form of graphs and charts, providing actionable insights into how to increase your team’s effectiveness.


9. Automation’s automation feature enables you to automate repetitive tasks that would otherwise consume valuable team time that could be spent on more productive tasks. You’ll be able to create rules that automate a variety of common tasks with the software. For instance, if the status of an item changes, you can have the software create an item on the board automatically. Alternatively, when a task is assigned to a person, an item is immediately created on the appropriate board. You can even use all cross-board automation, which enables you to use an action on one board to initiate an action on another.


Final Thoughts

When you own a company that manages customer programs, your projects should be added to, if not included within, your CRM. At the end of the day, CRM app customers are unlikely to be the same individuals who use project management software. By combining CRM and project management, you can create a system that works for all of your organisation’s teams. A comprehensive infrastructure is required to avoid data mistakes and ensure the data is available to those who need it.