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Showing posts from June, 2025

Integrations Slowing You Down? Optimize Your Monday CRM with These 5 Plug-In Fixes

MONDAY is a fantastic project management platform, and occasionally, the tools that should make your life in the project more efficient can turn out to be a source of barriers or hindrances. When your hooked apps start to feel more like a dead end than an accelerator, don’t break a sweat, you are not the only one, and the situation can be rectified following simple steps! Being an avid fan of teams and their ability to achieve the best of themselves, I am delighted to give you a list of common offenders and practically present the best ways to optimize your Monday CRM integrations. The following is why integrations may be holding you back and how to solve them: Unnecessary Action Integrations: The Problem: Each active integration, even lesser utilized, takes up resources. And the Fix: Review your integrations on a regular basis. Disable or eliminate those that are not longer critical, duplicate or have not been fired in a long time. Discard anything that is not contributing real value...

Why Is My Monday CRM Board Getting Too Cluttered? How to Streamline Your Workflow

Ever open your Monday.com board on a Monday morning, only to be met with a digital landscape that feels less like a streamlined workflow and more like a chaotic art installation? You’re not alone! While Monday.com is an incredibly powerful tool for managing projects and teams, it’s easy for boards to become overwhelming. So, why does this happen? Often, it’s a natural byproduct of growth and evolving workflows. As more tasks are added, team members join, and processes change, without a conscious effort to maintain organization, clutter can creep in. Common culprits include: Too Many Items: Every single sub-task or tiny detail might be its item, leading to an endless scroll. Outdated Information: Completed tasks, old discussions, and irrelevant data are lingering on the board. Inconsistent Naming Conventions: Different team members use different labels for similar items. Lack of Archiving: Not regularly moving completed or irrelevant items to an archive. Overuse of Columns: Creatin...

Managing Permissions in Monday CRM: How to Protect Sensitive Project Data

In today’s fast-paced work environments, teams thrive on collaboration, but not everything should be visible to everyone. That’s where permission management in Monday CRM becomes crucial. Whether you’re handling confidential client data, internal strategies, or sensitive financials, setting the right access levels can save you from a world of compliance headaches and accidental edits. So, what does permissions management look like in Monday CRM ? At its core, it’s about control, granting the right people access to the right information. Monday CRM allows you to set board-level, item-level, and column-level permissions so you can tailor visibility and edit rights based on role, responsibility, or department. For instance, your sales team can update lead statuses without accessing backend financial data. You can assign roles such as admins, members, and viewers , each with specific capabilities. Admins have full control, while viewers can only see what’s been shared, perfect for ext...

Optimize Your Monday CRM with These 5 Plug-In Fixes

 Monday CRM is already a powerful tool. But sometimes, a few tweaks can make your workflow smoother, faster, and more personalized. That’s where plug-ins come in. Whether you’re trying to streamline communication or automate reports, the right plug-in can make a world of difference. First up, consider integrating Slack . This plug-in lets you receive instant updates right where your team chats. You can set up notifications for deal stage changes or task assignments, so no one misses a beat. It keeps communication flowing without jumping between platforms. It’s a smart fix for better internal collaboration. Next, try the Zoom integration . It lets you schedule and launch meetings directly from your Monday CRM board. Perfect for sales teams or client-facing roles, this plug-in ensures your follow-ups stay on schedule without juggling multiple calendars. It adds structure and efficiency to your scheduling process. If your team relies on documentation, the integration of Google Docs o...

What's the Best Way to Visualize My Live Sales Pipeline and Customer Status in Monday CRM?

 Staring at spreadsheets or static reports to understand your sales pipeline is no one’s idea of fun. When juggling leads, follow-ups, and client conversations, you need a system that shows you exactly where things stand, live, and is clear. That’s where Monday CRM shines. One of the easiest ways to visualize your sales pipeline in Monday CRM is by using the Kanban View . Think of it as digital sticky notes moving across a whiteboard. Each deal card represents a customer or opportunity and can be moved through stages like Lead In, Contacted, Proposal Sent, and Won. It’s fast, visual, and gives you immediate insight into what’s moving and what’s stuck. This format brings both clarity and momentum to sales tracking. Want something more data-driven? Use Dashboards . Monday CRM allows you to build custom dashboards with real-time charts, graphs, and status indicators. You can see how many deals are in each stage, the total value of your pipeline, or which sales reps are crushing it th...

Struggling with Cross-Team Collaboration in Monday CRM? Build Better Boards for Multi-Department Projects

 Cross-team collaboration sounds great in theory—until multiple departments start working in silos, updates get missed, and tasks fall through the cracks. If you're using Monday CRM and still finding it tough to get marketing, sales, support, and product teams on the same page, the issue might be the way your boards are built. From what I’ve experienced and learned, the board structure in Monday CRM can make or break team efficiency—especially when projects span departments. It’s not just about tracking tasks; it’s about building a central space where everyone knows what’s going on without being overwhelmed by irrelevant data. A good starting point is to create high-level overview boards . These aren’t for the nitty-gritty, but for keeping an eye on timelines, goals, and handoffs. From there, link department-specific boards that feed into the main project view. That way, each team sees what’s relevant to them, while still being connected to the bigger picture. Also, don’t under...

Automations Not Working in Monday CRM? Here’s How to Fix Common Triggers & Errors

  You’ve set up your Monday CRM board, mapped out your workflows, added automation, and hit save — only to come back the next day and realize… nothing happened. Yep, automations not firing is frustratingly common  — but also totally fixable. Let’s break down a few common reasons your automations might be acting up (or not acting at all) and how to troubleshoot them like a pro. 1. Check the Trigger Conditions This might sound basic, but double-check the “When this happens…” part of your automation. Sometimes, if a status column isn’t updated exactly as expected (like from “Working on it” to “Done”), the automation won’t trigger. Precision matters. 2. Missing or Renamed Columns If you deleted or renamed a column that your automation relies on, it’ll break. Monday doesn’t always alert you immediately — so head to your automation center and look for red warning icons or broken recipes. 3. Board Permissions & Integration Access Automations involving integrations (like Gmail, ...

How to Automate Client Follow-Ups Using Monday CRM Workflows

 Client follow-ups are crucial for nurturing relationships and closing deals, but let’s be honest, manually tracking every interaction can quickly become overwhelming. This is where Monday CRM’s automation capabilities step in, helping teams ensure that no client falls through the cracks. With Monday CRM, you can automate follow-ups at every sales pipeline stage . Begin by setting up a custom workflow on your CRM board. For example, when a deal is marked as “Contacted,” you can trigger an automation that sends a reminder to follow up in three days. Even better, Monday allows you to assign the task to a specific team member and notify them via email or in-app alert. Want to take it a step further? You can integrate email templates into your automation, so when a lead reaches a specific stage — say “Proposal Sent”, an email follow-up is automatically queued or sent. This not only saves time but ensures consistent communication across the team . Monday CRM also gives you the flexibi...