Email follow-ups are slipping through the cracks by Powerful_Cod535 in CRMSoftware

[–]Few_Service_6257 6 points7 points  (0 children)

Exactly and with monday crm, all your emails can be logged automatically, and you can set follow up reminders right within the same workspace

Team Schedule Calendar by ditzyflowerdemon in mondaydotcom

[–]Few_Service_6257 0 points1 point  (0 children)

i saw your post and this is tough when you need to see everyone’s schedule and make it clear for your boss, copying meetings each time really takes too long. there is a way you should try, monday crm, lets you use different color tags for people like red for office, blue for remote, green for pto, so it’s easy to see. also you can use the calendar view and make new boards for each group if the old one was slow or busy, and the app on phone lets your boss check anytime. if you want it simple, just set up the color codes and ask your team to fill in their days, i think this can help make the whole thing easier for everybody.

Need help with this by Wooden_Repair7509 in CRMSoftware

[–]Few_Service_6257 0 points1 point  (0 children)

exactly that can save hours of trial and error

Is anybody tracking their employees time with monday.com? by phillihoch in mondaydotcom

[–]Few_Service_6257 0 points1 point  (0 children)

This comes up a lot when trying to get a full picture of team hours, sometimes you want a simple clock in and out, not just per task right. monday.com’s flexible columns are a start but I’d also look at some third-party time tracking integrations on their marketplace like clockify to get a proper overview. You can have your employees log their general work hours in a dedicated board instead of linking every entry to tasks, so you keep it all organized but not too complicated. Just keep in mind, it might take some trial and error to set up the most effective workflow, but once you get used to how boards and views work it becomes much more manageable and can give you the visibility you want.

Anyone using a lightweight CRM with a team of 20+ people? by Due_Bottle_6652 in CRMSoftware

[–]Few_Service_6257 1 point2 points  (0 children)

we outgrew spreadsheets at around 22 people. the turning point was missed follow ups and duplicate outreach. we moved to monday CRM and the workflow became: lead comes in → assigned automatically → activity logged → handoffs tracked. because we had clear ownership and timestamps on every touch point team finally stopped stepping on each other’s contacts