monday.svg as a CRM, an Essential in 2023 insights & knowledge.

Why should you use 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: 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? is the premier project management software, and we’re here to give you all the details on why that is.

5 Benefits of using 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 in 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. 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 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. 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, 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? 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. 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 centralized 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, 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, you can simply add a dashboard that visualizes all project or sales team data in real time.

How to use as a CRM? is so easy to use, anyone can tackle their projects with ease. The interface is clean and organized, 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 can do all the heavy lifting for you? You don’t have to be tech-savvy to know that 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 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 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!

HR processes 

Using, 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, and 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.

Accounting and Finances  

Finance and accounting: 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, 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 CRM system is the thing that connects you to your customers — and makes your employees happy, too.

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

There’s no easier way to optimize your CRM than with 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.


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