I’m reaching a cross-road here. Either we need to hire a specialist to help us make Monday more of a CRM, or we need to use an actual CRM.
My company does logistics, and when someone makes a request, we put the request into Monday, where both our team and contractors work on individual components of the task in order for our sales person to create a quote.
If we used a CRM, we’d have to duplicate this stuff into Monday, and have a constant feed populating the details both on the CRM and Monday so everyone is kept up to date.
Alternatively, we can just stick with Monday.
The problem with Monday, it’s lacking all the feature that make a CRM more than just an Excel sheet.
- Ability to schedule follow up emails
- Ability to assign customers to workflows based on their actions
- Quick emailing
- Viewing all conversations within a deal
I believe the list can go on.
I’m curious if anyone is successfully running their business with Monday as their CRM, and if so, what does it look like? Are you happy with it?
Or, has anyone successfully integrated a CRM to seamlessly work with Monday? If so, what does that look like for you?
Maybe the specialists can chime in too on what they’ve built for other.