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Customizable CRM with order management 7 min read
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A customer relationship management or CRM system helps manage customer engagement and relations. Business owners use a CRM to drive marketing success through optimizing each lead and providing extra value to returning customers. A CRM lets your marketing and sales teams view customer analytics at a glance and adjust campaigns accordingly. Record customer feedback, promote sales, and manage marketing projects all in one location.’s Work OS has the tools needed to create a robust and automated CRM with order management. Adjust shipping options, enable online orders, and manually fulfill an order for a custom request. Let’s go over what a CRM is and how you can leverage our Work OS to create one bespoke to your needs.

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What is a CRM with order management?

A CRM with order management integrates the order management process into your organization’s CRM. The CRM tracks every interaction with a customer and applies that data to help you identify sales opportunities. Customers receive exceptional customer service thanks to the details provided by a CRM. Interactions tracked include:

  • Phone calls
  • Meetings
  • Emails
  • Online chats
  • Service requests
  • Survey responses

Adding order management to a CRM allows you to access your product catalog for inclusion in quotes. An order management system also adds customer purchase history, product preferences, and wishlist information to their profile. A CRM with order management shows the progress of sales orders from purchase to delivery. Invoice tracking houses the details on each order including when payment was received. Traditional order tracking can still be utilized, but a modern CRM with order management can elevate your sales process to the next level.

Benefits of a CRM with order management?

A CRM and order management system both use similar sets of data in their normal functions. Combining the two account-centric models makes it possible to view purchase orders and customer profiles all within the CRM. Linking each order to a customer can provide new analytics to guide product design and customer experience adjustments. Understanding what a customer goes through during the purchase experience can lead to optimizations that reduce the time to purchase for future customers.

Combining the information between a CRM and order management systems is straightforward. Managing and accessing the information does have additional steps to protect customer information. You can streamline the sales process by being diligent with your CRM order management system.

Best practices for using a CRM with order management

You need to consider what information is gathered by your CRM with order management and how it’s presented. Sales staff will need access to order information and high-level customer data. Confidential information such as a customer’s date of birth or social security number should not be provided to team members who don’t require it to perform their job.

Reducing the amount of unnecessary information being provided to your team clears the path for efficient lead generation and follow ups. Accounting staff can view all sales and payment history from the CRM for ledger balancing and financial reporting. A CRM with order management facilitates this by using attached transactional data from the integrated order management system. For an all-in-one CRM with order management,’s Work OS provides the automation and organizational tools needed to bring your customer and inventory management all under one roof.

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Using as a CRM with order management

Running a business means your time and money are more valuable than ever. Resources such as inventory and a workforce need to be managed while maintaining a premium customer experience. Our Work OS can help you save time and money that would otherwise be spent hiring new team members and training them to manage the order process. Automate your workflow with’s Work OS and reduce errors in your order management.

Our Work OS has automation recipes and templates for daily and repetitive tasks. Create an order template that gathers and organizes order information into a CRM profile. The order management side then notifies fulfillment teams and emails the customer once the product has shipped. Send notifications to suppliers when inventory levels get low and avoid items going out of stock. makes creating a CRM with order management a smooth and insightful experience. Organization and analytics in our Work OS will also make operations management simpler. Support your new CRM and order management system with customizable templates designed around your workflow.

Check out more monday sales CRM integrations or learn about the different features a CRM can offer:

Related templates

New templates can help you round out your automated order workflow to free up additional resources. Every step of running a product-based business can be turned into a task template in’s Work OS. Get started with these related templates.

Order form template

Use our order form template and optimize your order process. Monitor order progress visually in the comprehensive dashboard where all relevant information is stored. Real-time order updates give your team a heads up on inventory changes along with analytics on delivery times for different regions.

Supply orders template

Our supply orders template helps you track supply orders and their delivery dates in one place. The template scales to any size of operation and only needs a few pieces of information to get started. Your inventory team can label orders based on priority or frequency of purchase to avoid running out of supplies. Tasks are adjusted based on what resources are currently available for maximum productivity.

It’s easy to see how a CRM with order management streamlines operations. There’s no experience needed to start using templates, but you’ll get the most out of our Work OS with a strong foundation to build off of.

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What are three types of CRMs?

The three types of CRM systems are collaborative, operational, and analytical. Collaborative CRM systems help connect departments that tend to operate in their own silos. All teams gain access to current customer data to create a positive customer service experience during engagement rather than needing to be connected to multiple departments for one request.

Operational CRMs focus on analyzing the customer experience from first contact to relationship maintenance. An operational CRM uses automation features for sending marketing materials, follow up emails, and sales notices. Marketing teams use this to open up more time to focus on the creative side of a campaign.

The final type of CRM, analytical CRMs, produce analytics of customer data. The insights gained are used to decide on sales timing, when to re engage with a customer, and which products or services are performing best. An analytical CRM helps ensure none of the data you collect goes to waste.

What’s the difference between a CRM and ERP?

Business automation comes in different forms and systems. The most common choices are enterprise resource planning (ERP) and customer relationship management (CRM). An ERP is used on the backend of an organization’s operations to connect their financial and processing systems together. A CRM helps with customer-facing tasks such as continued engagement and order fulfillment.

What are CRM tools used for?

CRM tools help manage every interaction your organization has with a potential or existing customer. Relationships are tracked and system feedback notifies you when a sales opportunity arises. Automated CRM tools keep you connected with your customers and streamlines the process along the way.

Find the efficient route for your order processing all in one CRM

Whether you’re starting a new business or need to scale your existing order process, has the templates and software you need. Provide a consistent ordering experience for customers and reduce the time needed to manage order processes with our Work OS.

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