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Common CRM problems in International Trade and Development

Why most CRMs
don't work for
International Trade and Development

Most CRMs lack the flexibility and automation required to manage complex, multi-step, and heavily regulated trade processes, failing to accommodate non-linear workflows and shifting compliance requirements found in this industry.

Illustration showing common CRM problems and frustrations

Common frustrations seen across the International Trade and Development field

"We need workflows that adapt to unpredictable regulatory changes, not rigid sales pipelines."

"Automating compliance steps across multiple jurisdictions is next to impossible in these systems."

"It feels like we're always fighting the CRM instead of streamlining our trade processes."

"Tracking complex, multi-party transactions in a linear CRM just doesn’t reflect how we actually work."

Monday.com CRM solution for International Trade and Development

So, What makes monday CRM
perfect for International Trade and Development?

Unified Deal and Contact Management

Keep all trade relationships, contracts, and partner data in one organized, accessible workspace.

Real-Time Collaboration Across Borders

Remote teams work together seamlessly on projects, sales, and client updates from anywhere in the world.

Custom Workflows for Complex Processes

Easily tailor pipelines and dashboards to fit diverse regulatory, logistics, and reporting needs.

Automated Tracking for Compliance

Set mandatory fields and manage documents to ensure consistent, compliant trade operations every step of the way.

Use cases for International Trade and Development

Key use cases

Teams in international trade and development use monday CRM to centralize operations, streamline workflows, and enhance collaboration across complex, multi-stakeholder projects.

🌐

Global Contact Management

Keep all international partners, agencies, and stakeholders organized in one centralized database for seamless communication.

📊

Project Pipeline Tracking

Monitor development projects, trade deals, and funding opportunities across different stages for greater transparency and control.

🔄

Automated Compliance Workflows

Automate compliance tasks and reminders to ensure adherence to regulations and international trade standards.

🤝

Collaboration & Deal Management

Facilitate cross-team collaboration and manage complex negotiations, documentation, and approvals in one platform.

📈

Customizable Reporting & Insights

Generate visual dashboards and reports tailored to monitor project KPIs, trade metrics, and impact assessments.

🔔

Centralized Communication Tracking

Log calls, emails, and meetings to maintain a complete history of interactions and ensure continuity in international partnerships.

Integrations and FAQ

Everything
integrated

Frequently
asked
questions

monday CRM keeps all your international contacts, deals, and communications organized in one central location, making it easy to track every relationship no matter where your partners are based.

Yes, you can customize boards and workflows in monday CRM to track every step of your trade deals, from initial inquiry to delivery, ensuring you never miss a critical milestone.

monday CRM automatically detects and alerts you about duplicate contacts or leads, helping you keep your records clean and up to date.

Absolutely! monday CRM offers a mobile experience so you can access and update your contact and sales information anytime, anywhere.

You can quickly import all your existing contacts and trade data from Excel or other sources, making the transition to monday CRM smooth and hassle-free.

Yes, monday CRM lets you set up no-code automations to send follow-up emails or reminders, saving you time on repetitive tasks.

You can customize fields, forms, and boards to suit various languages and currencies, making monday CRM adaptable to the needs of global trade.

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