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Common CRM problems in Industrial Automation

Why most CRMs
don't work for
Industrial Automation

Most CRMs lack the workflow flexibility and robust automation needed to handle complex, non-linear, and highly regulated processes typical in industrial automation, failing to support compliance-heavy, multi-step operations.

Illustration showing common CRM problems and frustrations

Common frustrations seen across the Industrial Automation field

"Our process steps don’t fit into the rigid sales stages the CRM forces on us."

"It can’t automate our complex project handoffs or engineering change approvals."

"We struggle to track regulatory documentation throughout our custom workflows."

"The system isn’t built for the multi-team, multi-stage quoting we rely on."

Monday.com CRM solution for Industrial Automation

So, What makes monday CRM
perfect for Industrial Automation?

Streamlined Workflows

Automations remove repetitive manual work, letting teams spend more time on core operations.

Centralized Data and Communication

All project details, customer data, and communications are managed in one easy-to-access place.

Customizable for Industry Needs

Adapt monday CRM to fit specialized production, sales, or supply chain workflows in minutes.

Boosted Team Collaboration

Integrated tools and real-time updates keep everyone aligned and decision-making fast.

Use cases for Industrial Automation

Key use cases

Teams in the industrial automation industry use monday CRM to centralize workflows, automate processes, and improve customer engagement throughout complex sales and service cycles.

📊

Sales Pipeline Tracking

Monitor prospects, deals, and opportunities in customizable visual pipelines to accelerate complex sales cycles and prevent missed follow-ups.

🔄

Automated Task Management

Automate repetitive tasks like scheduling follow-ups, sending notifications, and managing support tickets, freeing teams to focus on high-value activities.

🤝

Customer Relationship Management

Centralize all customer data, interactions, and service history to ensure personalized and responsive engagement across accounts.

🔗

Cross-Platform Integration

Seamlessly integrate with industry tools for quoting, project management, and communications, ensuring reliable data flow between departments.

📈

Performance Analytics

Use real-time dashboards and reports to track sales performance, identify bottlenecks, and drive continuous process improvement.

⚙️

Custom Workflow Automation

Easily tailor CRM templates and automation rules to match the company’s unique processes, scaling with business needs as operations expand.

Integrations and FAQ

Everything
integrated

Frequently
asked
questions

Yes, monday CRM lets you automatically capture leads from web forms or manual entries and instantly notifies your sales team, so no opportunity slips through the cracks.

monday CRM automates repetitive tasks like assigning leads, sending follow-up reminders, and updating deal statuses, saving your team valuable time.

All your customer data and interactions are organized in one place, making it simple to manage multiple accounts, track communications, and access information when you need it.

With mobile access, your team can update deals, log calls, and track activities anytime, anywhere, ensuring real-time visibility into customer interactions.

You can quickly create and send custom quotes and invoices using data from your CRM boards, streamlining the process from inquiry to sale.

monday CRM alerts you to potential duplicate contacts or accounts, making it easy to merge duplicates and keep your database clean.

Yes, you can connect popular email platforms like Gmail and Outlook, allowing you to send, receive, and track emails directly in your CRM without switching apps.

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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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