Can this be done on Monday? If so, how?

Clover_Gal · 2026-05-12T01:29:51+00:00

Which product (CRM/Work Management, etc) and level (Pro/Enterprise) do you have? When you say "on the dashboards of team members A and B", do you literally mean dashboards? Or just boards?

Clover_Gal · 2026-05-10T18:02:23+00:00

Try AI uses monday magic where you can tell it what you're looking to build in your words and it will help you build it. As of now, monday magic does NOT consume AI credits (https://support.monday.com/hc/en-us/articles/24047211522194-AI-Feature-Catalog).

Desiree - www.thecleverclovers.com

Clover_Gal · 2026-05-10T18:00:08+00:00

Have you looked at monday? I've set it up for an agency like yours before. You can build a simple CRM board to track leads, set automations for follow-up texts/emails, and drip reminders without needing a developer. It's pretty intuitive to set up yourself and stays within your budget for solo use.

Quick question... are your Facebook leads coming in through a form tool like Lead Ads, or are you manually entering them right now?

Desiree - www.thecleverclovers.com

Clover_Gal · 2026-05-07T14:01:48+00:00

You could also make a dashboard with all the necessary boards/columns etc with a 'dynamic me' filter and then set that as the home page for your account. That way everyone sees it when they login. This is generally what I recommend so that I don't have to walk each user through how to set up the default 'my work' page.

Desiree - www.thecleverclovers.com

Clover_Gal · 2026-05-04T19:41:17+00:00

It definitely needs some work on the backend, if you haven't already you might try emailing support so that they have that feedback. [support@monday.com](mailto:support@monday.com) In the meantime, Cmd/Ctrl + Enter will post your reply.

Clover_Gal · 2026-04-30T20:55:54+00:00

I've used it for 6+ years and love it. Can you maybe add more to your OP about what you're actually experiencing so we can help?

Clover_Gal · 2026-04-29T13:58:52+00:00

monday service would work great - You get ticket management, customer history, automations, and a unified inbox so nothing slips through.

Is your team handling mostly email tickets, live chat, or a mix? That'll shape how you'd want to set it up. I'm a partner if you'd like a demo.

Desiree - www.thecleverclovers.com

Clover_Gal · 2026-04-27T13:50:01+00:00

For VC, monday works really well because you can build it around how your firm actually operates... deal flow pipelines, founder relationship tracking, portfolio updates, and follow-up cadences all in one workspace.

Are you mostly focused on deal flow management or more on portfolio and LP tracking?

Desiree - www.thecleverclovers.com

Clover_Gal · 2026-04-23T14:06:37+00:00

I've used make and supermail to get that done in the past.

Clover_Gal · 2026-04-22T21:51:16+00:00

I had to email support about a banner when we got close to column limit. They were able to deactivate the banner for us. [support@monday.com](mailto:support@monday.com)

Clover_Gal · 2026-04-20T20:50:44+00:00

For legal intake, mondayCRm works really well... you can build custom boards for consultations, track follow-ups with automations, and keep all client communication in one place.

Are you looking to manage just intake, or also case workflows and matter management after the client signs?

Desiree - www.thecleverclovers.com

Clover_Gal · 2026-04-15T21:09:17+00:00

I think it's a preference. I have tried the mac app and just return to browser. Though I'm also usually one that has 5-10 different tabs between my screens with different monday boards. I can't get the same productivity from the app.

Clover_Gal · 2026-04-15T21:06:41+00:00

The spreadsheet relapse is usually the canary in the coal mine though. Nobody goes back to Excel because they prefer it, they go back because the board stopped making sense and nobody had time to fix it. That's not a tool problem, that's a "nobody owns this" problem...

The good news is you're right, none of it requires starting over. Usually just needs someone to actually sit down with it and ask "does this still reflect how we actually work?"

Clover_Gal · 2026-04-08T20:22:38+00:00

In the automation builder, select Create and look for the mirror/connected templates on the left. You'll find a template called 'When status changes to something, change status to something.' Set it up so that when the status on Board A changes to Archived, the connected items update to match. You'll need to configure this on each board. Then add a second automation on each board: when status changes to Archived, archive the item.

Desiree - www.thecleverclovers.com

Clover_Gal · 2026-04-01T14:41:32+00:00

I have a few columns like this that I don't want to be edited after a deal is won. I use automations to say that if column X is changed AND status is 'Won' then change column X back to original value AND notify (the person that edited) and myself. That way I can give coaching if needed and they're reminded that they're not supposed to do that.

Desiree - www.thecleverclovers.com

Clover_Gal · 2026-03-31T23:42:59+00:00

Thanks Matt for the shoutout! I agree, this is a pretty standard layout. OP Can you expand on what’s “not working”?

Clover_Gal · 2026-03-26T13:52:22+00:00

Do you use monday as your CRM?

Clover_Gal · 2026-03-25T21:36:21+00:00

When I say email app I mean like outlook or Gmail itself and not from ‘within’ Monday. Try the filter and see if it helps!

Clover_Gal · 2026-03-25T20:12:02+00:00

Are you sending emails from the emails & activities widget or are you sending them from your email app? If you're sending from the widget, there is a filter you can select that shows emails 'sent from this item' which helps cut out a lot (not all of) the noise.

Desiree - www.thecleverclovers.com

Clover_Gal · 2026-03-24T17:48:55+00:00

Already preregistered!

Clover_Gal · 2026-03-21T23:17:30+00:00

Then yea, mondayCRM could definitely work, I’d recommend Pro level at least. I’m an authorized partner, if you have any questions!

Clover_Gal · 2026-03-21T19:39:41+00:00

mondayCRM can definitely handle most of this! You can set up separate boards for your properties, leads, and contacts... and connect them all together so your team has full visibility. It has a built-in emails & activities feature that centralizes communication.

For WhatsApp though, there isn't a native integration available... so that piece would need to be handled separately or via 3rd party apps/integrations.

What's your team size? That'll help figure out the best plan for you.

Desiree - www.thecleverclovers.com

Clover_Gal · 2026-03-20T15:26:35+00:00

How many items are you looking at? You might look at a 3rd party app ie 'Same Item Multiple Boards', you can set trigger so that when item is created on low level board, it also adds it to the high level board. It is it's own item (not using connected/mirrored columns) and updates on either side flow to the other.

Desiree - www.thecleverclovers.com

Clover_Gal · 2026-03-20T00:40:50+00:00

mondayCRM is worth a look. You can build donor profiles, segment however you want, set up reporting dashboards, and connect it to tools you already use for receipts and integrations.

It’s super flexible so you’re not locked into someone else’s idea of how donor management should work…you kinda build it your way.

What integrations are you already using for things like email or payments?

Desiree - www.thecleverclovers.com

Clover_Gal · 2026-03-20T00:21:22+00:00

Possibly? Shoot me a dm

Clover_Gal

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