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Common CRM problems in Market Research

Why most CRMs
don't work for
Market Research

Most CRMs lack the flexibility, advanced automation, and customization required to support the complex, non-linear, and compliance-heavy workflows typical in market research, limiting their effectiveness for specialized processes.

Illustration showing common CRM problems and frustrations

Common frustrations seen across the Market Research field

"Our research projects don’t fit the rigid sales pipelines these systems force us into."

"I can’t automate multi-step studies or adapt to sudden process changes with this CRM."

"Compliance tracking and detailed audit trails are just missing or really hard to set up."

"Integrating survey tools or custom data sources into the CRM always feels like a workaround."

Monday.com CRM solution for Market Research

So, What makes monday CRM
perfect for Market Research?

Highly Customizable Workflows

Easily tailor pipelines and dashboards to fit complex, evolving research project needs.

Intuitive Interface

Visual, drag-and-drop tools make collaboration simple, even for non-technical team members.

Powerful Automation

Automate repetitive tasks to boost productivity and free teams to focus on insights.

Seamless Collaboration

Keep all project updates, files, and communication in one place for smoother teamwork.

Use cases for Market Research

Key use cases

Teams in the market research industry use monday CRM to centralize their data, automate workflows, and streamline communication, enabling more efficient project execution and client management.

📊

Project Tracking

Monitor research projects from proposal to delivery, ensuring every task and milestone is tracked for timely completion.

🤝

Client Relationship Management

Maintain detailed records of client interactions, preferences, and feedback to personalize service and nurture client loyalty.

📧

Campaign Coordination

Centralize multi-channel outreach, track email and social campaign performance, and coordinate respondent communications efficiently.

⏱️

Workflow Automation

Automate repetitive tasks such as survey sends, follow-ups, and reporting to save time and reduce manual errors.

🔍

Data Centralization

Consolidate all market data, survey responses, and research assets in one accessible platform for quicker insights.

📅

Team Collaboration

Enable seamless collaboration between analysts, project managers, and field teams with shared boards and real-time updates.

Integrations and FAQ

Everything
integrated

Frequently
asked
questions

Yes, monday CRM offers customizable workflows and visual dashboards so you can easily monitor progress and tasks across all your research projects in one place.

monday CRM centralizes client emails, calls, and meetings, making it simple to log every interaction and keep your research team updated on ongoing conversations.

Absolutely—you can access monday CRM’s mobile app to update records, log activity, and check project details on the go, making fieldwork easier to manage.

You can use dedicated lead management features to organize contacts, segment participants, and track every touchpoint from recruitment to feedback collection.

Yes, monday CRM provides industry-friendly templates and flexible boards that you can tailor to match your unique research processes and team structure.

You can generate visual, real-time reports and share them instantly with clients or stakeholders, giving everyone clear updates on research status and results.

monday CRM supports integrations with popular survey, analytics, and communication tools, so your research data flows seamlessly between platforms.

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