As a 360 degree full service digital marketing agency owner in Houston, TX- computer networking services, How can I use manday.com for small, local online business for my client need?
As a new bie i want to know. would anyone suggest me all the features that monday provides?
There are honestly, too many features to list… Do you have monday already or are you looking to get started? I’d recommend checking out monday academy as a starting point.
Desiree - www.thecleverclovers.com
Hi there,
Welcome to the community! monday.com is a really powerful platform, and the best part is how flexible it is once you shape it around your (or your client’s) specific needs. I recently built a custom setup for one of my digital marketing clients, so I can share a little of what worked for us.
The first thing I’d say is: every business has its own way of working—even if they’re in the same industry. That’s why it’s worth starting with a quick needs analysis to figure out pain points, goals, and where processes could be smoother. From there, monday.com can be molded into a solution that really fits.
Few practical ways small businesses often use it:
Client & Lead Management – Capture new leads, track customer details, and set up automations to remind you about follow-ups.
Project & Campaign Tracking – Organize marketing campaigns, deadlines, and tasks in one place, with a clear visual of progress.
Sales & Invoicing – Connect tools like Xero to track payments, invoices, and renewals.
Content Calendar – Plan social posts, blogs, or email campaigns, with automations that notifies you when something’s due.
Customer Support – Log requests, assign tickets to make sure every issue is resolved on time.
And once you add in features like automations, integrations, custom views, and dashboards, it really cuts down on manual work and helps everything flow more smoothly.
I set up different boards for each client with groups for campaigns, deadlines, and status. Automations help keep things flowing without needing to check in on everything constantly.