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Common CRM problems in Information Technology and Services

Why most CRMs
don't work for
Information Technology and Services

Most CRMs lack the workflow flexibility and deep automation needed for complex, non-linear, and compliance-heavy IT processes, forcing teams to rely on rigid, generic pipelines that can’t adapt to dynamic project needs.

Illustration showing common CRM problems and frustrations

Common frustrations seen across the Information Technology and Services field

"We can’t customize workflows to match our real project steps."

"Automating compliance-heavy tasks is nearly impossible with our CRM."

"The linear sales pipeline ignores our multi-step, iterative processes."

"We're stuck with manual workarounds since the system isn’t flexible."

Monday.com CRM solution for Information Technology and Services

So, What makes monday CRM
perfect for Information Technology and Services?

Highly Customizable Workflows

Easily adapt pipelines and boards to match any IT service process or customer journey.

Centralized Collaboration

Keep all client data, tasks, and communications in one secure, accessible workspace for your team.

Advanced Automation

Automate repetitive tasks to reduce manual work and free up time for strategic projects.

Real-Time Performance Insights

Track project progress and team performance with clear dashboards for smarter, faster decisions.

Use cases for Information Technology and Services

Key use cases

Teams in the information technology and services industry use monday CRM to centralize workflows, automate processes, and enhance client collaboration for improved efficiency and service quality.

🤝

Client Onboarding

Streamline new client onboarding with custom workflows that track every step, ensuring smooth transitions and professional first impressions.

📈

Project Progress Tracking

Monitor software and service project milestones and deadlines in real time, keeping projects on schedule and clients informed.

🔄

Workflow Automation

Automate repetitive tasks and notifications, reducing manual work and enabling teams to focus on value-driven activities.

📊

Reporting & Analytics

Access customizable reports and dashboards for deep insights into sales, project KPIs, and team performance to support data-driven decisions.

📁

Document & Account Management

Centralize client documents, contracts, and account details for secure, organized, and anytime-anywhere access.

🔗

Tool Integration & Collaboration

Integrate with key software tools (like Slack, Google Workspace, HubSpot) and facilitate real-time, cross-team collaboration from a single platform.

Integrations and FAQ

Everything
integrated

Frequently
asked
questions

monday CRM lets you set up dedicated boards for each project or client, making it easy to track progress, manage deadlines, and coordinate team tasks in one place.

Yes, you can tailor monday CRM with no-code customizations, automations, and templates to fit your team's specific processes and project needs.

With real-time updates, shared communication tools, and integrated comments, everyone stays aligned and informed, whether they're in development, support, or sales.

monday CRM connects with over 200 apps, including Slack, Google Calendar, and HubSpot, so you can keep all your work synced in one platform.

You can generate and customize reports to track sales, project progress, or team performance, with built-in analytics and data visualization tools.

Automated workflows and easy-to-use forms speed up client onboarding, while centralized account management keeps all client information organized and accessible.

Yes, with the monday.com mobile app, your team can access, update, and manage client accounts from anywhere, ensuring nothing falls through the cracks.

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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