5 monday CRM Features Everyone Needs to Try

Pavel Aramyan

Jun 17 2023

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One of the most powerful and advanced CRM systems on the market, monday CRM brings incredible value to every team’s table. The company was founded in 2010 with transparency, and collaboration being the central pillars of their belief. Today, monday.com is used by over 100,000 teams in more than 200 industries, with over 2 million daily board actions.

The CRM software boasts a robust set of features that help teams to accurately distribute workload, prevent burnouts, get rid of repeat actions, and even make their own apps on top of monday.com. This article will focus on five features that you have to try if you’re to use monday CRM.

1. Automation

Automating tasks and processes isn’t a new thing in the digital space. However, monday.com’s automation features are, quite simply, on another level. With this tool, process automation applies to every critical aspect of your company’s operations, regardless of the industry you’re in.

1.1 Workflow Automations

A workflow is an orchestrated, repeatable pattern of activities that organize resources into processes to build, provide, and/or process goods and services. Workflows are unique for every business and are crafted based on the strengths and weaknesses of each team. The idea is to nullify the weaknesses and emphasize the strengths. As a result, with proper workflows in place, teams get more done in less time, improving delivery rates, and quality of service, while reducing errors, and dead time.

With monday CRM, workflows are completely customizable and can be set up exactly the way you want them to be. For example, a simple, typical website design process looks like this:

Planning->Design->Development->Testing->Go Live.

Now for each of these phases, there are hundreds of repeatable minor tasks and actions that need to be done every time a deliverable is ready. monday’s workflow automation feature helps to get rid of all the repeat actions and allows teams to focus on the important things. Here are a few examples of what you can do:

  • When changing the status of a task to “Design required” automatically assign the corresponding team member to the task.
  • Every time a deliverable is ready, automatically move it to testing and assign the corresponding team member with the deadline.

Essentially, you can automate the process up to a point where team members will only have to focus on tasks that require knowledge and expertise, without having to perform any repeat actions.

1.2 Sales and Marketing Automation

Processes automations are a real game-changer for sales and marketing teams, as well. With every marketing campaign, it’s not only important to capture visitors and leads, but also to nurture them into sales-ready leads. With marketing automation, you can create workflows that will automatically start nurturing leads based on their activities, level of interest, and behavior. Here are a couple of examples:

  • If a visitor has left their personal information, send them the email “A” and move the visitor to the leads list. If the lead responds, send them the email “B” in 1 day. If the lead doesn’t respond, send them the email “C”.
  • If the lead has responded to 3 emails over a certain time period, move the lead to “sales-qualified leads” and inform the sales department.

These are simple examples, but even those will save you a ton of time and resources, and boost the overall performance of your marketing efforts. The same ideas apply to sales automation, as well. For example:

  • When an email is received, create a new lead in the sales pipeline. This will automatically add the lead and their personal information to the existing list.
  • When a demo is requested, create a new lead and assign “hot lead” status to them. If the lead already exists in the pipeline, assign “hot lead” status, and set a reminder to contact the lead in the next 15 minutes.

Apart from being extremely useful, sales and marketing automation is very easy to set up, if you already have a process in place. Simply input the required parameters according to your process, and you’re all set.

1.3 Integration Automations

Apart from sales and marketing processes, you can even automate integrations processes with monday CRM. The software can easily be integrated with over 50 popular apps for various industries, allowing you to keep using your favorite apps in conjunction with monday CRM. Integration automation enables you to add, remove, and/or synchronize tasks between monday.com and other apps. For example:

Let’s say you’re a customer service provider, and you use Zendesk. Whenever a new ticket is submitted by a user, you can create a workflow that will automatically create a new item with that ticket in Zendesk and synchronize all future changes between both apps.

2. Building blocks

With workflow customizability being an important factor for every modern business, monday.com provides an opportunity to take things a few steps further. The CRM software allows users to develop their own tools on top of monday CRM, without any technical or coding knowledge. This is done with the tool’s building blocks, which are essentially drag-and-drop features that allow you to create various workflow apps. Building blocks include dashboards, integrations, and permissions, file sharing, workload, time-sharing, and so on.

In contrast to a simple, traditional workflow, workflow apps can have their boards, views, charts, graphs, and integrations in addition to automation. This not only allows to create an absolutely unique workflow for each of your processes but also measure and understand the performance of that workflow.

For instance, the workload and time tracking blocks will show the load of each team member within the workflow, allowing you to make adjustments. Notifications block helps keep everyone informed on what’s going on. The integrations block allows you to integrate the workflow with various third-party apps, like in the example with Zendesk. Finally, the dashboard and timeline blocks help visualize the big picture at a glance and focus on the important matters.

3. The Checklist

When working with multiple tasks and epics, we always have to think about subtasks. While extremely important to organize the work process efficiently, subtasks have a major flaw – they flood all the boards and the backlog, making it difficult and time-consuming to find the stuff that you need. One of the most recent additions of monday CRM is the checklist feature, and it’s a real life-saver when it comes to organizing subtasks. Here is how you do it:

  1. Delete all subtasks.
  2. Simply create a checklist of the subtasks in the main task, and cross each when completed.

Yup, there you have it. The best way to organize subtasks is to delete them forever! The checklist essentially performs the same role as multiple subtasks, only it fits into a single task. As a result, you get a cleaner board and less confusion.

4. Easy Data Migration

A lot of the time, you may find yourself working with a different document or app and then have to transfer the data to your CRM. With monday.com, all you need to do is simply copy the list or spreadsheet that you’ve been using and paste it into the “Create a New Pulse” field. It’s an excellent, fast, and easy way to transfer the work you’ve done elsewhere to monday CRM.

5. Advanced Board Filtering

When working with numerous tasks and projects, it’s easy to let something slip your attention. monday CRM’s advanced board filtering allows you to easily find “blank” fields in any of your board’s columns. For instance, if your board has a person column, you can filter by blank to find unassigned tasks. The same can be done for tasks that are missing due dates, tags, and so on. It’s an excellent way to quickly identify the little things and put everything back in order.


monday CRM is a truly amazing collaboration software with a robust set of features, built to make everyone’s life a little easier. With productivity- and collaboration-focused approach, the tool brings a lot of value to any team’s table. The features that we described above are just the tip of the iceberg. The team behind monday is constantly working on new additions, features, and upgrades to further enhance their CRM software and make users even happier.

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