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Common CRM problems in Design

Why most CRMs
don't work for
Design

Most CRMs lack the workflow flexibility, automation, and customization needed to support the non-linear, creative, and often compliance-heavy processes typical in the design industry, resulting in inefficient or forced workarounds.

Illustration showing common CRM problems and frustrations

Common frustrations seen across the Design field

"It’s almost impossible to adapt the CRM to our unique project stages."

"Automating repetitive creative tasks just isn’t an option here."

"We constantly fight against rigid processes instead of streamlining our own."

"The system just doesn't handle the back-and-forth and approvals we need."

Monday.com CRM solution for Design

So, What makes monday CRM
perfect for Design?

Seamless Collaboration

Keep designers, clients, and stakeholders aligned with real-time updates and shared project boards.

Custom Workflows

Easily tailor pipelines and processes to fit each unique design project for maximum flexibility.

Automated Task Management

Automate repetitive follow-ups and reminders so designers can spend more time creating.

Centralized Files and Feedback

Store designs, notes, and client feedback in one place to streamline project communication.

Use cases for Design

Key use cases

Design teams use monday CRM to centralize client communication, manage project pipelines, and automate repetitive tasks for smoother collaboration and faster delivery.

🎨

Project Pipeline Management

Design teams visually track the status of projects, tasks, and deadlines with customizable workflows and Kanban boards, maximizing transparency and efficiency.

📞

Centralized Client Communication

All client interactions, emails, feedback, and contact details are organized in one place, ensuring nothing gets missed during the creative process.

⏰

Automated Task Reminders

Teams use automated reminders for follow-ups, approvals, and milestones, reducing manual oversight and keeping everyone on schedule.

🤝

Seamless Team Collaboration

Real-time updates, file sharing, and internal notes help designers, project managers, and stakeholders stay aligned from concept to delivery.

📊

Performance & Resource Insights

Custom dashboards track project progress, resource allocation, and productivity, helping teams optimize workloads and forecast needs.

🗂️

Document Management

Design contracts, briefs, feedback rounds, and assets are securely stored and easily accessible within each client or project record.

Integrations and FAQ

Everything
integrated

Frequently
asked
questions

monday CRM lets you organize all client communications and project requests in one place, so your team never loses track of important details or feedback.

Yes, monday CRM is fully customizable, allowing you to adjust templates and pipelines so they match your own design processes and project stages.

The platform has a clean, user-friendly interface, making it simple for anyone on your team to get started and manage projects without a steep learning curve.

With monday CRM, you can manage multiple pipelines and projects side by side, easily tracking progress and deadlines for each client from a single dashboard.

You can share files, designs, and updates directly within the CRM, keeping both your team and clients in the loop on project progress.

Yes, monday CRM includes automation features to handle follow-ups and reminders, saving your team time and ensuring nothing slips through the cracks.

The platform provides detailed reporting tools, so you can easily track sales, project timelines, and client activity to spot trends and improve your business.

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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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