I’d like to use a monday board to build a database of our programme beneficiaries - something ‘almost’ like a client list with phone numbers/addresses/google drive links with photos etc.
This will be used going forward to facilitate follow ups also with or beneficiaries.
Hello @jacokoe !
What you are looking to do is essentially build a CRM solution.
You could do that by choosing one of the monday templates for CRM.
There is even a specialized monday product for this function.
If you need any professional assistance and or/advice, our team at thespelas.com would be glad to help. You can contact us at firstname.lastname@example.org .
Giannis, Implementation Consultant at thespelas.com