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Common CRM problems in Cosmetics

Why most CRMs
don't work for
Cosmetics

Most CRMs lack the workflow flexibility, automation, and compliance features needed to handle the cosmetics industry’s complex, non-linear, and highly regulated product development and supply chain processes.

Illustration showing common CRM problems and frustrations

Common frustrations seen across the Cosmetics field

"Our CRM can’t handle the multi-stage approval process we need for regulated products."

"It’s too rigid—customizing workflows to fit our formulation and compliance steps is nearly impossible."

"We waste time on manual tasks because automation options are limited."

"There’s no way to track all our regulatory documentation or adapt quickly to new compliance rules."

Monday.com CRM solution for Cosmetics

So, What makes monday CRM
perfect for Cosmetics?

Boosts Team Productivity

Automates repetitive tasks so teams spend more time on high-impact activities.

Organizes Customer Data

Keeps all client information, communications, and sales history in one easy-to-find place.

Streamlines Sales Pipeline

Visualizes every step from lead to sale, helping teams close deals faster and more efficiently.

Enables Seamless Collaboration

Facilitates instant communication and file sharing so everyone stays aligned on goals.

Use cases for Cosmetics

Key use cases

Cosmetics teams use monday CRM to centralize customer data, automate sales processes, and collaborate more efficiently, boosting sales and customer loyalty.

🛒

Lead and Deal Tracking

Manage leads from beauty retailers and salons, tracking each opportunity through a visual sales pipeline for better sales forecasting.

🤝

Contact Management

Centralize all distributor, supplier, and client contacts in one place, making follow-ups and relationship management easy.

📞

Automated Follow-Ups

Set automation to remind teams of touchpoints with clients and schedule product launch updates, ensuring no follow-up is missed.

📊

Sales Performance Reporting

Track key sales metrics, campaign success, and product demand through customizable dashboards to refine strategies.

🖥️

Product Launch Coordination

Collaborate on campaigns by sharing assets, notes, and timelines, aligning marketing, sales, and supply chain teams.

🔄

Workflow Automation

Automate repetitive admin tasks—like order processing and inventory reminders—saving time for core business activities.

Integrations and FAQ

Everything
integrated

Frequently
asked
questions

monday CRM lets you organize and monitor all your leads in one place, so your team never loses track of opportunities with retailers and salons.

Yes, you can easily log and follow up on product sample requests, setting reminders to check in with prospects after they receive your cosmetics samples.

You can schedule calls, emails, and meetings right in the CRM, and track all communications so you always know the status of each relationship.

Absolutely, monday CRM provides dashboards and reporting tools to see how each product line is performing, helping you spot trends and adjust strategies.

With monday CRM’s mobile app, you can view and update information on your phone or tablet, making it easy to stay organized wherever you are.

You can track responses to marketing efforts and assign follow-ups to team members, ensuring every interested contact receives timely attention.

Yes, your team can share updates, files, and notes within each deal, so everyone involved stays informed and can work together smoothly.

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An AI-first CRM that's easy to use, quick to set up, and cost-effective, thousands of businesses like yours are turning to monday CRM.

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