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Common CRM problems in Energy and Mining

Why most CRMs
don't work for
Energy and Mining

Most CRMs lack the flexibility, advanced automation, and support for highly regulated, multi-step processes demanded by the energy-and-mining industry, making them unsuitable for complex, non-linear, compliance-heavy workflows typical in these sectors.

Illustration showing common CRM problems and frustrations

Common frustrations seen across the Energy and Mining field

"Our workflows are too complex for this system’s linear approach."

"We can’t automate multi-stage regulatory reviews or approvals."

"The platform doesn’t adapt to frequent changes in compliance rules."

"It’s impossible to track or audit custom process steps for our operations."

Monday.com CRM solution for Energy and Mining

So, What makes monday CRM
perfect for Energy and Mining?

Seamless Team Coordination

Keeps global teams aligned in real time, ensuring no information or task falls through the cracks.

Effortless Workflow Automation

Automates repetitive tasks, freeing up time for strategic focus and higher-value activities.

Data Transparency

Centralizes critical data so all stakeholders can access the latest project and client information instantly.

Highly Customizable

Adapts to unique industry workflows without coding, so processes fit your team's exact needs.

Use cases for Energy and Mining

Key use cases

Teams in the energy-and-mining industry use monday CRM to centralize client and project data, automate workflows, and enhance collaboration for more efficient operations.

⛏️

Client & Stakeholder Management

Keep detailed records of contacts, partners, and stakeholders to ensure transparent communications and streamlined relationship management.

📊

Project Pipeline Tracking

Visualize and monitor exploration, extraction, and infrastructure projects from prospecting to completion, improving accountability and progress visibility.

⚡

Automated Workflows

Set up automations for approvals, reporting, and task assignments to reduce manual admin work and accelerate critical processes.

🌐

Global Team Collaboration

Enable remote teams across sites and countries to coordinate in real time, share updates, and track performance goals from a unified source.

📑

Regulatory Compliance Tracking

Centralize documentation and deadlines for permits, inspections, and compliance measures to mitigate regulatory risk.

🛠️

Asset and Equipment Management

Track status, location, and maintenance schedules of field equipment and assets for operational continuity and cost savings.

Integrations and FAQ

Everything
integrated

Frequently
asked
questions

monday CRM gives everyone a shared workspace, so field staff and office teams can easily track project updates, share files, and communicate in real time.

Yes, monday CRM lets you manage customer details, project progress, and sales pipelines in one spot, so you avoid juggling multiple spreadsheets or tools.

Automations and AI-powered reminders handle repetitive tasks, like follow-ups and report updates, freeing your team to focus on building client relationships.

You can fully customize deal pipelines to match your unique sales processes, from initial lead to final contract, making it easy to track large-scale or multi-phase deals.

All communications, documents, and approvals are stored securely and are easy to retrieve, making audits and compliance checks simpler.

With dashboards and visual reports, managers can monitor milestones, bottlenecks, and team activity as it happens to make informed decisions quickly.

monday CRM is known for its user-friendly design, simple setup, and helpful tutorials, so even teams new to CRM tools can start seeing value right away.

Ready to grow your business?

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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