Your board is the pulse of your work.

Think of it as a virtual whiteboard where you can keep track of and manage anything, from simple everyday tasks to complex multistep projects! Not only this, but boards are fully interactive and collaborative, so you and your team can work together to get things done.

What is covered in this blog post:

• What is a board?
• monday.com boards, the basics
• How to optimize your boards with monday.com integration
• Use cases

What is a board?

Boards are built around the concept of “items”—each card represents something that needs to be done (a task, project, etc.). You can organize these items into different groups for easy reference. Each item can have many statuses assigned to it, so you can easily see what stage each task is in at any given time. And if you need more information about a particular item on your board? There’s an interactive chat feature built right into each card, so you can talk with other members of your team about anything that comes up along the way!

monday.com boards, the basics

Step 1 – Add a new board

monday.com helps you plan and manage your work and provides a platform for complete project transparency. To quickly set up a new board or import an existing board from Excel, Trello, Google Sheets, and more, simply click on the “+ Add” button on the left panel on your screen. In addition to this, there are numerous pre-prepared template boards available for you to choose from.

Step 2 – The structure of a board

Boards are the organizing elements of monday.com, and the structure is a simple one. Within a board, there are four main components that you should familiarize yourself with: Groups, Columns, Items, and Sub-items. These sections of information can be organized in a multitude of ways to suit any project management need.

Step 3 – How do you use a board template?

From setting up your boards to managing your tasks, monday.com‘s easy-to-use interface makes it simple for you to always see what’s important and manage your teams’ tasks. You can set up your boards by clicking on the “Ad” icon in the top left portion of this window. From there, click on “New board” and select from a variety of board options or start from scratch!

Step 4 – How do you sort your board?

Are you ready to take your boards to a whole new level?
monday.com  added the ability to sort your boards! You can now customize the order in which you’d like to see your items, and to drill down on the specific ones that you are looking to see!

To sort the items on your board, click the “Sort” icon at the top of your board, and then “+Add new sort”. You can then choose the exact parameters that you’d like to sort your board by!

Step 5 – What about filtering your board?

When you’re exploring your boards, there’s a lot of data to look at. Fortunately, we’ve got a few easy ways for you to filter the information on your board to make it easier to see what you’re looking for! To filter your board, click on the “Filter” button at the top of your board and choose the exact parameters of data that you’d like to display!

Step 6 – The board description

The description is a great place to explain the purpose of your board. You can mention what problem it’s solving for you, and how you hope it will be used. You may find the need to add a description to your board to help the team understand its main uses of it. Also, you can provide any instructions, or for any other reason! To locate your board description, click on the small “i” icon to the right of your board name as so:

Step 7 – Can you print your board?

Are you a paper lover? If so, you can easily print any board by clicking on the three-dot menu located at the top right of the screen. Choose “More actions” and then “Print board” as below:

The print preview will show you exactly how your board will look when printed. The print settings are a bit different for each operating system, but the important thing to look for is the ability to change the board’s orientation and size. For example, you might see:

Before printing out your board, though, consider customizing the settings so that your print displays what you need to see. For example, since most boards are quite wide, you may want to print it in landscape mode and zoom out as well so that all of your columns can fit on one printed page.

To do so, simply adjust the print settings so that it displays “Landscape” as the layout and customize the scale of the print accordingly so that it can show all the columns on one printed paper.

Once you’ve chosen your desired settings, click “Print” to see your board on paper. You can also use these same instructions to print any board view as well.

How to optimize your boards with monday.com integration

The sky’s the limit with monday.com integrations. Turn your monday.com account into a hub for all your work, so you can stay on track even when you’re working on different tools.

Use predefined flows, so you can connect to external platforms like Google Drive, Todoist, Slack, and more. Once you’ve created or updated something in one platform, it will be automatically visible in all others.

In order to add an Integration, you have to go to the board you want to create an Integration for and click on the integration icon located on the upper left of your screen as shown below:

Upon this, you will be redirected to monday.com Integration’s center, and you will be able to find a list of the platforms you can connect to your workspace.

Use cases

#1 Remote working environment

monday.com is a platform that allows organizations to manage all the workflows in a remote environment. The data in a centralized place connects the distributed teams on one page for easy collaboration and does not affect productivity in any way.

In a remote world, monday.com helps you stay connected with your team. It provides an overview of what’s happening in real-time, with analytics to make informed decisions, and turn ideas into actionable tasks.

Manage your projects from anywhere and keep your team on track with task management software. With monday.com, you can create a project workflow that fits your needs and make sure everyone stays up-to-date on the latest progress.

Create custom columns to add more details about your tasks or to track specific information for each task (e.g., priority levels, file uploads). You can also create dependencies between tasks to make sure everything gets done in the right order at the right time!

They offer various types of boards that help you track everything from simple tasks to complex projects in a centralized place. A few examples of the different types of boards are:

#2 HR Operations

monday.com boards are an amazing way to keep tabs on all of your company’s HR processes, from recruitment to attendance management. It’s easy to set up and use, and it’s fully customizable—so you can create the experience that works best for your team.

With monday.com boards, you can:

• Set up a board for each department or area of responsibility
• Create a process map for each board to show how each process is linked together
• Assign tasks to individuals or teams
• Receive instant push notifications when a task is assigned or completed

#3 Project management

monday.com boards are the perfect way to monitor all of your different projects at once. While there’s nothing wrong with a good old-fashioned spreadsheet, having one giant document that tries to contain all of your projects can get messy fast.

You can manage multiple projects on one platform! That means you can get an instant overview of the work pace on each project, but also get a 360-degree view of all your projects and their progress. And the best part is, you don’t have to go hunting for spreadsheets or documents when trying to find out how things are going with a particular project—it’s all right there in the same place!

Get started today, and say goodbye to messy spreadsheets for good!

Conclusion

You can’t do it alone. Sure, you might be able to do a lot on your own, but when it comes down to it, you need a team. Your board is the place where your workflows come to life! Think of this feature as a virtual whiteboard where you can keep track of and manage anything, from simple everyday tasks to complex multistep projects! Not only this, but boards are fully interactive and collaborative, so you and your team can work together to get things done.

We are looking forward to seeing you make the most out of monday.com boards!

Your company is undertaking a digital transformation. You’re switching to a cloud-based, remote-workable system for all of your organizational needs and you need a tool that will be flexible and adaptable enough to keep up with the demands of your business as it changes. As many companies were forced to do earlier this year, you’ve shifted to remote work. But while 2021 has been an incredibly challenging year filled with uncertainty, this transformation doesn’t have to be. It’s like switching your aeroplane engine mid-flight—it must be a perfect fit, immediately effective, and a long-term solution.

What is covered in this blog post:

• What is monday.com work OS?
• Why use monday.com work OS?
• Who is monday.com work OS for?
• Use cases

Do you ever feel like your work processes are completely out of whack? Like all of the tools and programs you use every day to get stuff done are confusing, disconnected, and just… messy?

Sounds like your organization needs a Work OS.

A Work OS is a SaaS platform for teams to create workflow apps in minutes to plan, run, and track everyday work. With a Work OS, every team can create and connect the tools they need to run projects and processes in one place. Collaboratively, teams move fast towards the organization’s goals by performing cross-functional, cross-disciplinary work that’s always aligned, streamlined, and visible to everyone involved.

What is monday.com work OS?

In a world of ever-changing technology, how can you find a work operating system you can trust?

Introducing the monday.com Work OS, an open platform where teams create and customise the solutions they need to execute faster, be more agile, and move at the speed of business. The monday.com Work OS is designed to stand the test of time as it scales with your organisation’s growth and adapts to any industry or team. Integrate your favourite tools into one place. Build your own apps using our open API or drag-and-drop customization tools. Empower your team to work smarter, no matter what challenges lie ahead. With the monday.com Work OS, you have what it takes to build solutions that make you unstoppable.

Why use monday.com work OS?

We believe that a work OS platform needs to go beyond just connecting employees and enabling a culture of transparency. At our core, we believe that the power of monday.com Work OS needs to be in its ability to integrate seamlessly with all your other tools.

That’s why monday.com work OS is the ideal work-space for your company. Imagine: creating any workflow in seconds, tracking progress easily and visually, storing and sharing work-related assets, customising autonomy for each team, answering everyone’s needs without requiring coding—all while breaking down silos and automating workflows without depending on code.

Who is monday.com work OS for?

With monday.com Work OS every team can now build the applications they need for their everyday work—and when several teams in an organisation use it, they can achieve even more together. You can learn more about these new features on our page.

monday.com is a work OS that keeps everyone aligned and enables managers at every level to monitor the work and actions of employees and projects. This visibility assures they are able to reach out, assist, and guide when they identify an issue. It also gives employees the chance to find the information themselves, instead of having to scramble for answers from Operations, Legal, Finance, and any other department.

Marketing

Marketing and PR are two of the most important things that a company must get right to grow and develop, so it’s only fair to plan projects in the right and effective way.

monday.com’s work os will be with you every step of the way, from planning campaigns to executing them while managing your marketing assets and tracking the time spent on tasks. This means you can spend less time on emails and meetings during the working day, and more time actually getting things done! It’s easy to see how this will reduce time wasted due to its effectiveness in reducing emails and meetings during the working day.

Just like Sales and Creative, monday.com provides different templates and time tracking for tasks and a professional timeline view to keep harmony and meet deadlines at the end of the day.

Sales & CRM

The world has moved to remote and online. If you want your business to survive—or even thrive—in this new landscape, you’ll need a way to organise your leads, relationships, and tasks in a way that works for your team. You’ll want a platform that helps you manage all of these things, so you can get more done and close more deals than ever before—and monday.com is here to help.

You can organise everything in one place: where your deals are, who’s responsible for what tasks and what stage they’re at, and how much time it’s taking to complete each task.
It also lets you sync leads from your website to the platform through a form on your website, so your team always has access to the information they need—no matter where they are or what device they’re using.

HR

Take a step back and get organised.
We’re talking about your company’s HR process.
You know what we mean: onboarding, training, performance reviews, employee evaluations… all the stuff that makes your life as a manager so much easier.

We’ve got a solution for you! monday.com lets you see everything in one place—so you’ll never miss a step in the process again. It’s designed for companies of all sizes and industries, so no matter how big or small your company is, you can use it to streamline your HR process and make sure everyone’s on the same page.

IT and Developers

Do you feel the pressure of expectations to deliver quickly, impeccably, and efficiently? In addition, do you have to be skilled in other subject areas, like software development, marketing and UX, combining this knowledge into a polished customer experience? Otherwise, you risk losing deals to the competition.

If this description resonates with you, it’s time for a Work OS. A Work OS consolidates company knowledge, keeping it up-to-date and making it accessible and usable to all employees. It facilitates business agility (allowing employees to make quick decisions), digital transformation (whole departments can get on board with new ways of doing things), and a culture of collaboration (all employees can contribute their ideas).

Operations

You don’t want to waste time on things that don’t matter.
As a company, you should have the best tools available to develop and manage your processes. monday.com‘s project management software streamlines the way your operations function to reduce time wasted and increase team productivity.
Using its simple drag-and-drop interface, set up a timeline and assign tasks while viewing progress reports on its professional dashboard. The monday.com app also connects with your business calendar, making it easy to stay in sync with your team and launch campaigns as planned.

What does this mean for you? It means that you can get more done in less time, so you can focus on what matters most: growing your business!

Use Cases

#1 Successful onboarding

monday.com Work OS is a coworking and project management platform that was designed with one goal in mind: to make it easier for people to get stuff done. That’s why we prioritised both unparalleled customer success and an intuitive product interface that is easy to adopt.
The Work OS is designed not only for the organisation but for the individual user. The platform is fun, easy-to-use, and does not require a lengthy onboarding process. Instead of a complicated user interface, you’ll find a simple, intuitive one that will help you get up and running in no time!

#2 Personalised work OS infrastructure

It offers endless no-code options, but it also opens the door for low-code additions. The monday apps Framework has been launched this year, which allows organisations to develop any kind of work management solution they can imagine on top of our full-featured infrastructure.

The Work OS makes it possible to build anything from a simple project management app to a fully custom project management platform with automation, integration, and more.

#3 Permissions and admin control

We know that some projects require extra security measures to ensure the safety and privacy of your company’s information. That’s why we believe monday.com is ideal. It offers an easy permissions system, allowing admins to navigate these restrictions and select what level of access is granted to each user.
You can finally rest easy knowing your data is safe from prying eyes!

#4 Protecting your organisation security

You don’t have to be a security expert to know that data security is a top priority in today’s world.

That’s why monday.com Work OS has been built with stringent security measures and uphold strict security protocols to secure data in alignment with enterprise industry standards.

Our platform is built on the foundation of the latest and most secure technologies, including:

• encrypted data at rest and in transit
• password protection of sensitive information
• two-factor authentication for all users

And we don’t stop there! We proactively perform annual security audits and assessments to ensure that our security standards are never compromised, including penetration tests and a managed bug bounty program.

Conclusion

monday.com is the Work OS that powers teams to run projects and workflows with confidence. It is the most complete and flexible system for users of all sizes, from enterprise companies, small and medium-sized businesses, and individual users. Supporting integrations, automations, and advanced analytics, monday.com is easy to use and implement.

Working conventions have changed in the past years. Rapid technological improvements combined with intensified communication have created a fast-paced culture in nearly every business. The traditional office model has been replaced by remote work and flexible schedules; this has brought about new challenges for employees who need to manage their time efficiently or collaborate with coworkers across different locations.

monday.com addresses these concerns by providing an integrated solution that helps teams manage projects from start to end – from planning to execution through collaboration tools (chat rooms) and real-time notifications; from tracking tasks via an activity feed; from measuring productivity via visual dashboards; from managing customer relationships via CRM integration; from creating invoices through accounting automation; and more!

Project management can be a key driver for company success. Being able to track the progress of your projects, keep everyone on your team on the same page, and hit your deadlines, is integral to your success. Our Project Management software helps you do all this and more. Let’s delve into the topic and see how monday.com can benefit your company.

What is covered in this blog post:

• monday.com for Project Management
• Why use monday.com for project management?
• How to use monday.com for project management
• Use cases – Why do you need monday.com?

monday.com for Project Management

This is a smarter way to manage your projects, empowering you and your team to proactively and continuously improve your workflows. Easy to use, beautiful and social, monday.com’s simple visual interface combines elements of project management methodology with the ease of use of a social network. It’s a simple, visual way to manage projects.

Why use monday.com for project management?

Work is something to celebrate!
Create your workflows with ease, whether you’re a project manager or an office admin or anything in between, and get ready to manage all of your teams from one place.

In the Planning stage of a project, you make decisions about three critical questions that help ensure that your project will be successful. First, you’ll set a target for when the project will be complete. Then, you’ll assess your capacity to make this happen—both in terms of time and resources. Finally, you will identify and assign key milestones in your project timeline.

By getting clear and intentional about project timing and having a project management tool, you can help ensure that all team members move towards the same goal. This will also save you a lot of confusion ahead when you encounter roadblocks.

How to use monday.com for project management

The need to manage projects is universal. From community organizations to small businesses and multinational corporations, every organization has projects that require careful management. The only question is: what’s the best way to do it?

For very simple, small-scale projects, spreadsheets, email, and whiteboards can be sufficient. However, as soon as your needs grow beyond that scope—as it often does—you start to need more robust project management solutions.

monday.com was designed from the ground up with this in mind. It gives you all the functionality you need, from platform-specific templates, boards, and workflow automation to collaboration tool integrations.

Planning – failing to prepare means preparing to fail

We’ve all been there before – you are mid-way through a project and realize that it isn’t going to be done on time. This often happens because crucial details weren’t addressed at the outset of the project, like setting clear expectations about what needs to be done and by when. With monday.com Project Management, you can plan your project timeline from beginning to end, so your team will have a clear road map along the way.

Executing

Getting into the details of your project plan means you’ll be able to follow up on what you’ve agreed on with your stakeholders and make sure the team delivers. If there are requests for changes or corrections that need to be made to a project, you will be able to recommend those to the team, so they can update their work. You might find yourself using the app or website during this phase to help manage workflows and track deliverables.

Monitoring

monday.com makes communicating and tracking agile project progress easy by providing the necessary visual tools, including real-time kanban boards. This means that no project manager has to overwork themselves looking after multiple spreadsheets, task managers or email notifications to stay on top of the project’s progress. One platform does it all.

Closing

You’re now at the end of the project management waterfall process and ready to wrap it up! That said, there are still some important steps you need to follow through on, even if the actual work is done.

This may include wrapping up tasks, testing to make sure everything works as intended, and signing off on the final product. It’s also important for project teams to revisit what worked (and what didn’t work) so that the entire organization can learn from this experience and use it for future projects.

Use cases – Why do you need monday.com?

The business world is changing, and so are the needs of project managers. To help keep up, monday.com is a browser-based tool for creating projects, managing tasks, and communications, visualizing workflows and progress, and providing data insights to help you improve. It’s incredibly flexible and customizable, meaning you can use it to manage a wide range of different processes across many business verticals and industries.

#1 Collaboration

What good is a meeting without a whiteboard?
Whiteboards are an effective method of recording and sharing information. At the same time, they’re also one of the most temporary ways to do so. You can’t exactly take a whiteboard with you when you leave the meeting room, and they’re not very easy to share with others who weren’t there.

monday.com‘s project management app, built as a SaaS platform and web application, has several features that center around collaboration and communication. You can collaborate via boards where users can collaborate with each other via various means. It integrates with Jira, Github, Evernote, Google Docs, and Dropbox to make sharing information easier.

monday.com helps you manage both freelancers and employees in an interactive manner by giving you real-time updates, posts and activity feeds.

#2 Marketing & PR 

As a company, you should have the best tools available to develop and manage your processes.

monday.com’s project management software streamlines the way your marketing and PR departments function to reduce time wasted and increase team productivity. Using its simple drag-and-drop interface, set up a timeline and assign tasks while viewing progress reports on its professional dashboard.

The monday.com app also connects with your business calendar, making it easy to stay in sync with your team and launch campaigns as planned.

#3 Business Development

We know that sales are not easy. It takes a lot of time and effort to close the deal. And it’s not only you who struggle with this challenge: the number of businesses that implement sales processes has increased quickly in recent years.

It doesn’t have to be so hard, however: now you can use monday.com to help you close more deals than ever before. With a tool like this, you will be able to organize your leads and team in a more efficient way and improve performance.

We know how difficult it is for many businesses to find their ideal customers and close the sale. We understand because we have been there ourselves. That’s why we’re offering a solution that will enable you to do what we do best: sell more effectively!

From the first email you send to the final signature on the contract, monday.com will help you manage your sales process like never before. You can coordinate and share sales tasks across your entire organization by creating projects with related contacts and activities. Every time a project is updated, everyone on the team receives a notification feed in their inbox, making it easier to collaborate in real time from anywhere. Features like time zones for mobile numbers of clients to call at the right time and reports for measuring the success and progress of a particular sale – it’s all there.

Conclusion

If you’re looking for a better way to run your project and team, look no further than monday.com.
Keep all of your project details in one place in an easy-to-use dashboard that everyone can access at any time! You can also easily assign tasks to the right team members, so you know exactly who’s responsible for what. Plus, you can integrate with Dropbox, Google Drive, and Pipe Drive for more cloud storage space right within monday.com. And if you have new employees starting soon? monday.com is perfect for them too because it allows them to get up to speed quickly and hit the ground running! monday.com is the best way to stay on top of projects from start to finish—and make sure that your team stays on track and meets their deadlines!

Why should you use monday.com as your CRM system? 
CRM is a term that refers to everything involved in the process of managing your customers  and clients. It includes making sure your customers are happy with your product, supporting  them when they need it, and so forth. 

You might be wondering: Why do I need a CRM system? Wouldn’t it be better to just  manage everything on a spreadsheet or through my email? 

Well, yes, and no. 

While the basic features of a CRM system are enough to help you manage leads and  communicate with clients, the best CRM systems will go above and beyond, helping you  build better relationships with your customers and improve your sales performance as a result. 

What is covered in this blog post:
monday.com as a CRM
5 benefit of using monday.com as a CRM

• Efficient Set-Up System 
• Collaboration
• Centralized Management 
• Automation 
• AnalyticsHow to use monday.com as a CRM?
• Contacts & Data management
• Sales Pipeline
• CRM & Sales DashboardUse cases
• HR processes 
• Accountings and Finances
• Database management 

monday.com as a CRM 

Managing your client base through a spreadsheet or email inbox can certainly work—in the  short term. But it’s not going to be sustainable as you add more clients, and it’s not going to  help you grow your business. That’s where CRM software comes in. 

Why would you organize a project any other way? monday.com is the premier project management software, and we’re here to give you all the  details on why that is. 

5 Benefits of using monday.com as a CRM 

It helps you to organize your workflows and simplify activities like tracking time  spent on certain tasks or managing employee performance reviews (which often get lost in  email). Your team will love how convenient it is: they won’t have to search through past  conversations looking for information about their responsibilities because everything will be  nicely organized within one place! 

#1 Efficient Set-Up System – Spend less time setting up your schedule and more  time on your business 

A CRM is only as useful as it is fast and intuitive. Transitioning from one platform to another  or from analog CRM to digital shouldn’t take days. Your CRM should have the features to  have you fully set up in a few hours. 

monday.com does this by providing a customizable CRM template with a few predefined  groups and columns. The platform allows users to customize their templates, so they can get  everything set up exactly the way they want in minutes—not hours, days, or weeks. 

Arranging your workspace just how you want it is the best part of using monday.com. Start by creating a group for your leads. Once you’ve done that, you can change the groups  and columns however you please. Plus, there are 30+ different types of columns for you to  pick from. 

Once you start adding information to your leads with the different columns, you’ll see how  neatly they’re displayed on your board. For example, if you’ve added a flag column to  indicate the nationality of a lead, a status column that has 3-4 predefined options (‘Lead,’  ‘Negotiation,’ ‘Closed’), .a phone number column where lead phone numbers can be stored, and  more—you’ll see all this information for each lead without having to click any links or  expand anything on the screen. The information is all right there in front of you! 

Other information you can add to each lead includes client notes, estimated deal value,  related files, and planned due dates for follow-ups or next steps. 

#2 Great collaboration starts with great communication. 

You’ve probably heard that your sales team members are collaborating using Slack, Gmail, a  sales management app, and a bunch of other tools. Well, having all these tools is great, but if  they’re not centralized… 

Maybe you were like us. We have all the tools we need to get our jobs done — but we end up  spending so much time bouncing between them. We waste time trying to find information or  keep track of things that get lost in translation. 

monday.com is actually something easy to use, simple to integrate  with the systems we already use, and with the flexibility to adapt to our ever-changing needs. 

With monday.com, you can centralize your communication and data on a platform that  integrates with all the tools you already use — from Google Workspace to Zapier and more  — so you can get back to doing what you do best: selling! 

 #3 Centralized Management 

Tired of juggling your CRM (customer relationship management) system, email, and Google  Drive documents all day long? monday.com CRM can help you centralize all your customer data in one place. 

If you’re still managing your contacts through a spreadsheet, it’s time to consider an online CRM. 

The main advantage of an online CRM is that all the information your team needs is in one  place. There’s no need to sift through emails or flip through your notebooks and file drives. monday.com contacts template, for example, shows all your contacts and their information  in a single window. It’s also extremely easy to edit. 

When all your leads, contacts, and relevant data are stored on a centralised platform, your  teams have an easier time catering to customers. Conversely, a scattered CRM is likely to  frustrate them more.

 #4 Automation 

Visualize your project and sales data in real-time. 

If your sales team is like most, you need all the data you can get on completed deals and  those still in the pipeline. The more data you have on forecasted values, actual sales, and  other valuable performance metrics, the more you can improve. 

Rather than manually compiling all this data in monday.com, why not just add a dashboard  that visualizes it all? You’ll be able to see your progress briefly, and even identify any  potential issues right away. 

#5 Analytics 

The sales department is one of the most challenging and stressful departments in your  company. You must close as many deals as possible to reach your monthly or annual goals,  but you also need to ensure that every deal is worth it for your organization. 

A sales team needs data on its completed deals as well as those that are still in the pipeline.  The more data you have on forecasted values, actual sales, and other valuable performance  metrics, the more you can improve. 

An online CRM must enable your team leads and managers to get analytics instantly. Rather  than manually compiling data in monday.com, you can simply add a dashboard that  visualizes all project or sales team data in real-time. 

How to use monday.com as a CRM?

monday.com is so easy to use, anyone can tackle their projects with ease. The interface is  clean and organised, with a focus on collaborative functions. It allows for an intuitive layout,  so your team doesn’t get bogged down in the technicalities of making a project work. 

Contacts & Data management

If you’re a business owner, you know the struggle: your contact list is out of control. There are leads, clients, vendors—everyone is cluttering up your inbox and you’re not sure how to  get it under control. 

That’s where contact management databases come in. These handy tools act as a central repository for all of your contacts so that any employee in  any department can quickly access the information they need at any time. You’ll finally be  able to take back control of your email, and you’ll start to see more engagement with customers across all departments too. 

Sales Pipeline 

A sales pipeline is a way of visually tracking the progress of all the deals your sales team is  currently working on. It displays each stage of the sales process, making it easy for you to  spot where each lead is in the sales cycle at a glance.

Now that we’ve defined what a sales pipeline is and how it works, let’s talk about how you  can make one. 

Just like anything else, there are multiple ways to create a sales pipeline. You could draw one  out by hand on a piece of paper or use software to digitally track your opportunities. Or, you  could spend hours formatting an Excel sheet to track all of your leads and opportunities.  

But why do that when monday.com can do all the heavy lifting for you? You don’t have to be  tech-savvy to know that monday.com makes creating and managing pipelines incredibly easy. 

CRM & Sales Dashboard 

We all know that the sales force is a crucial cog in any organization. Without it, you’d be out  of business quickly. But who knows what’s going on behind the scenes? 

If you don’t have the data to help you manage your sales cycle and the people working within  it, you could be missing out on opportunities to grow your business. A sales dashboard like  monday.com Work OS can provide you with all the information you need to adjust and keep  tabs on team performance to ensure that all is running smoothly. 

Use cases 

monday.com is an incredibly flexible and customizable tool, meaning you can use it to manage a wide range of different processes across many different business verticals and industries. 

We’ve broken down a few common use cases by industry below but know that the sky’s the  limit when it comes to what your organization can do with monday.com! 

HR processes 

Using monday.com, you can easily allocate tasks to different people and then track the  progress of the tasks right in the application. This can help you avoid any kind of delays or bottlenecks that might occur during the process. The software also lets you set deadlines, reminders and also provides other features that are all aimed at making sure that you don’t  miss out on any crucial milestones or benchmarks. 

Accountings and Finances  

Finance and accounting: monday.com empower teams to make better financial decisions. With a complete view of all projects in one place, teams can easily link financials to projects  and budget accordingly. The platform provides everything needed to build budgets, allocate  resources, and streamline payroll processes. 

Database management 

When it comes to managing your team’s data, you don’t have time to be messing around with  other platforms. With monday.com, you can bring all the data that matters most to your team  into one place and keep it safe from prying eyes. 

To sum up, the monday.com CRM system is the thing that connects you to your customers — and makes your employees happy, too.

With monday.com, you get a CRM template that’s designed to get results.  

There’s no easier way to optimize your CRM than with monday.com, because it allows you  to do it all: capture leads, reach out for new business opportunities, nurture your existing  clients, and manage customer relationships all within one platform.