I just started using Monday.com. So far I’m using it to track our grants, project management, social media planning. We run mountain biking clinics for youth and I am trying to figure out the best way to manage our participant lists, share lists with our coaches, email about events, etc. I am thinking I can use the CRM tools, but I am just getting started in terms of figuring it out. Any tips would be greatly appreciated!
Hi Sarah, I am implementing a very similar set up for a small charity in the UK. We are going to use the CRM to process applicants data and connect them to a specialist in their area. I’m curious how you got on with sharing lists your coaches - did you go ahead with the Monday CRM to manage this?
Many thanks for your time
We’re using Monday for just about everything! Or at least trying to but looking to try and improve our boards for more connection between each.
We support communities in the North of Scotland to take community led climate action. Everything from helping with projects, funding, advice, events, signposting to managing grants.
We use the CRM for our case files and rather than ‘sales/revenue’ data now use that to manage our funding so we can see cumulative figures on how much funding areas/groups have had.
- manage social media
- Project planning
- Events
- HR and finance functions eg. Staff expense claims
- Monitoring and evaluation - which is a big part of what we need to do but still struggling with the perfect fit so staff are not having to duplicate work, have capacity to not spend all the time reporting but find the balance where we have streamlined ways of reporting
We feel like a big unwieldy project and organisation but want our work on Monday.com to cover all of our multiple functions and be as capacity light as possible so our staff are doing what they need to do and support communities