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Common CRM problems in Media and Communications

Why most CRMs
don't work for
Media and Communications

Most CRMs lack the workflow flexibility, automation, and support for complex, non-linear, or highly regulated processes needed in media-and-communications, making them poorly suited for the industry's dynamic and compliance-driven operations.

Illustration showing common CRM problems and frustrations

Common frustrations seen across the Media and Communications field

"Our workflows are too unique for the CRM’s rigid structure."

"It doesn’t automate the multi-step campaigns we run across channels."

"There’s no easy way to track content approvals or regulatory compliance."

"Integrating with our existing media systems is a constant headache."

Monday.com CRM solution for Media and Communications

So, What makes monday CRM
perfect for Media and Communications?

Centralized Communication

Manage client conversations, emails, and campaign updates all in one unified platform for easier collaboration.

Customizable Workflows

Easily tailor boards and pipelines to match your unique production cycles and client needs without coding.

Seamless Integration

Connect email, social media, and popular tools so that your campaigns and content are always coordinated.

Real-Time Performance Tracking

Monitor project progress, deadlines, and campaign results with visual dashboards for instant insights.

Use cases for Media and Communications

Key use cases

Teams in the media-and-communications industry use monday CRM to centralize client management, streamline campaign workflows, and automate communications for greater productivity and collaboration.

📣

Campaign Management

Plan, execute, and track media campaigns in one place, ensuring deadlines and deliverables are met without missing critical details.

🗂️

Client Portfolio Tracking

Centralize all client communications, project briefs, and feedback for seamless relationship management and rapid access to information.

🤝

Lead and Deal Pipeline

Automate lead capture, qualification, and follow-up to keep sales opportunities moving efficiently through customizable pipelines.

💬

Integrated Communications

Sync emails, calls, and meeting notes so every team member has a complete view of all interactions with media clients.

📊

Performance Analytics

Monitor campaign ROI, team activities, and project statuses with real-time dashboards for data-driven decision-making.

⚡

Workflow Automation

Automate repetitive tasks like follow-ups or reporting to save time and reduce manual effort across media projects.

Integrations and FAQ

Everything
integrated

Frequently
asked
questions

monday CRM lets you track every call, email, and meeting in one place, and even syncs with tools like Gmail and Outlook so all client conversations are easily accessible.

Yes, teams can share updates, assign tasks, and tag each other on specific deals or projects, making collaborative campaign planning smooth and transparent.

You can easily tailor pipelines, dashboards, and automations to fit your agency’s process, so your CRM feels like it was built just for your team.

monday CRM alerts you when it detects duplicate leads or contacts, letting you merge or clean up records in a few clicks to keep your database accurate.

You can access your CRM, manage contacts, and send emails right from your phone, so managing client relationships on the go is simple.

With no-code automations, you can automatically send follow-up reminders, schedule client updates, and keep projects moving without manual effort.

monday CRM connects with popular apps and offers real-time dashboards, so you can bring in data from other media tools and get detailed reports in one visual workspace.

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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