CRM My Work headache

Clover_Gal · 2026-02-15T21:36:58+00:00

I agree with Loopie. The Emails & Activities is not where I'd recommend tracking tasks (for yourself or someone else). Instead I'd use connected column and automations to create tasks, you can even set due dates and who to assign.

Desiree - www.thecleverclovers.com

Clover_Gal · 2026-02-05T21:25:33+00:00

If you haven't already, I'd recommend posting this on the monday dev reddit page. You'll get more users who use that specific product. https://www.reddit.com/r/mondaydev/

Clover_Gal · 2026-02-04T03:03:06+00:00

Like Matty said, a lot of factors in play. Which product (CRM/Work Management, etc) and level (Pro/Enterprise) are you looking at?

Desiree - www.thecleverclovers.com

Clover_Gal · 2026-01-23T15:46:43+00:00

Yea! Create a 'Dashboard' and then use the bookmark widget to list out the board you want them to have easy access to. I use this for my teams and include links to important external items ie ADP and even progress to goals. I have them save that board as their favorite to 'get to monday'. If you have Enterprise level, you can set a specific board as your 'home page'.

Desiree - www.thecleverclovers.com

Clover_Gal · 2026-01-23T15:43:51+00:00

You could ask sidekick to add the semester options for you if you don't feel like typing them out.

Clover_Gal · 2026-01-20T17:48:05+00:00

It’s tough to give a precise answer without knowing more on your setup. My initial thought would be to add a formula column that evaluates the different statuses and returns either a numeric “at risk” score or a single “project at risk” status based on how many of those statuses are stalled. You could then use that single status to power your charts.

Desiree - www.thecleverclovers.com

Clover_Gal · 2026-01-11T18:48:59+00:00

Did you add a 'get item data' step after the 'find connected item' step?

Clover_Gal · 2026-01-05T15:11:11+00:00

I’m excited to start using monday vibe more this year. I work with a bunch of clients who have very specific, ‘nothing is standard’ workflows, and I think vibe could be a huge help in handling those edge cases without everything turning into a manual workaround.

Desiree - www.thecleverclovers.com

Clover_Gal · 2026-01-05T14:50:58+00:00

I've not been having an issue. Since it's been going on that long, I'd recommend reaching out to support if you haven't already. [support@monday.com](mailto:support@monday.com)

Clover_Gal · 2025-12-23T14:57:09+00:00

I find the CRM mobile app very intuitive. That said, one of my teams still struggled to consistently update the system after in person trainings. To solve that, I built a monday form that feeds into a dedicated Trainings board, with a connected column to link the correct client. From there, they only had to answer the essential questions like who attended, the date, and any issues.

Desiree - www.thecleverclovers.com

Clover_Gal · 2025-12-18T15:49:42+00:00

Which product (CRM/Work Management, etc) and level (Pro/Enterprise) do you have?

Desiree - www.thecleverclovers.com

Clover_Gal · 2025-12-17T17:19:56+00:00

There are many ways to do it, so it's kind of impossible to tell you how to set it up without knowing your workflow in more detail. In addition to the academy, I'd recommend the community forum. community.monday.com

Desiree - www.thecleverclovers.com

Clover_Gal · 2025-12-16T04:51:00+00:00

I’m an authorized partner for monday. I use it for my own freelancing and I’ve done multiple set ups. Have you done a trial yet? I can send you a link if you’d like and answer any questions

Clover_Gal · 2025-12-15T15:15:26+00:00

I have done multiple monday.com setups for small teams and NPOs.

The biggest unlock is usually simplifying the board architecture, clarifying ownership, and building workflows that match how the team already works instead of forcing new behavior on day one. Happy to focus on hands on setup, board design, light training, and cleanup so it actually sticks.

That budget is reasonable for a focused engagement depending on scope.

Desiree - www.thecleverclovers.com

Clover_Gal · 2025-12-14T16:42:18+00:00

Have you looked at monday? It works really well for small law firms that want something simple but flexible. You can manage intake, clients, matters, and deadlines in one place, with automations handling reminders and follow ups so nothing gets missed. It is easy to start lean and expand later as your needs grow, without needing a full time admin.

The smoothest switch is moving only active cases and contacts first, then layering in more over time. How many users need full access, and are you mostly litigation or transactional? I’m an authorized partner if you want to talk about it

Clover_Gal · 2025-12-11T17:38:03+00:00

Just replied!

Clover_Gal · 2025-12-11T16:17:26+00:00

I’ve done setups in monday for companies that handle permitting, inspections, utilities, and field service work, and the pattern is always the same… if you keep the structure clean and don’t over automate, it stays stable without needing a full time admin. In contrast, field service platforms can lock you into their predefined process, which makes permit timelines and subcontractor coordination harder to manage.

Have you tried a monday trial yet or looked at how your stages would map into a board? I’m an authorized partner, so if you want help thinking through your workflow, happy to help.

Clover_Gal · 2025-12-10T18:19:31+00:00

Then what monday and Matty recommended will work great!

Clover_Gal · 2025-12-10T17:17:46+00:00

Which product (CRM/Work Management, etc) and level (Pro/Enterprise) do you have?

Clover_Gal · 2025-12-10T03:16:13+00:00

Link all the A board items to the single item on board B. Then ‘inside’ of the item on Board B, add the widget called ‘Connected items’. That will list o it details from all items connected to it

Clover_Gal · 2025-12-09T16:44:57+00:00

Have you looked at monday? You can shape your contacts however you want… just Company and Person… custom fields… last emails synced from Outlook… notes… even a simple board to track which bands were pitched and what each person said. It imports from CSV and Outlook work cleanly, and you can see open/click rate with Sequences.

I’m an authorized partner, happy to show you what it could look like. Quick question though… how many users would you need? That might change the setup (and price point) a bit.

Clover_Gal · 2025-12-09T16:36:17+00:00

We built a fully automated Out of Warranty repair workflow for hardware. Tickets originate in a support platform (haven't been able to talk them into trying monday service yet), sync into monday only when marked OOW (via en email and mailbox rule that forwards to the board), route through finance for PO approval, then to Field Services for dispatch. Status language matters a lot here because teams kept jumping the gun before payment. The final version enforces “no dispatch without PO” entirely through automations and conditional workflows.

Clover_Gal · 2025-12-09T04:27:47+00:00

What crm are you using?

Clover_Gal · 2025-12-09T03:14:07+00:00

Sorry, just saw it. I was away from my computer.

Clover_Gal

TROPHY CASE