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Common CRM problems in Publishing

Why most CRMs
don't work for
Publishing

Most CRMs lack the workflow flexibility, automation, and custom process support required for the complex, non-linear, and compliance-heavy operations common in publishing, leading to mismatches with daily industry needs.

Illustration showing common CRM problems and frustrations

Common frustrations seen across the Publishing field

"We can’t adapt the CRM to our editorial and ad sales workflows."

"Automation options are too limited for our multi-step approval processes."

"The system doesn’t handle our regulated content review and compliance needs."

"It’s too rigid—we need tools that fit non-linear projects, not just sales funnels."

Monday.com CRM solution for Publishing

So, What makes monday CRM
perfect for Publishing?

Streamlined Communication

Centralize all client and reader interactions, making follow-ups effortless and organized.

Enhanced Audience Insights

Store and analyze subscriber data to target and engage your core readers more effectively.

Automated Routine Tasks

Automate repetitive processes to save time, freeing teams to focus on content and creativity.

Customizable Workflows

Easily tailor boards and workflows to fit the unique needs of publishing teams and projects.

Use cases for Publishing

Key use cases

Teams in the publishing industry use monday CRM to centralize communications, streamline workflows, and build stronger relationships with readers and clients.

📇

Contact Management

Store and organize author, reader, advertiser, and vendor details in one place for easy access and better relationship management.

📤

Automated Communication

Send automated messages, newsletters, and follow-ups to subscribers and clients, saving time and ensuring consistent outreach.

🗂️

Workflow Tracking

Track manuscript submissions, editorial reviews, and production stages in customizable pipelines to prevent bottlenecks.

🔎

Audience Segmentation

Segment subscribers and contacts to target marketing campaigns and personalize content offerings, driving engagement and subscriptions.

📊

Sales & Revenue Monitoring

Monitor book sales, advertising deals, and subscriptions in real time to analyze performance and identify growth opportunities.

🤝

Collaboration & Task Assignment

Assign tasks, set deadlines, and facilitate transparent collaboration across editorial, marketing, and sales teams.

Integrations and FAQ

Everything
integrated

Frequently
asked
questions

monday CRM centralizes all your author, agent, and client emails and calls, letting you easily see past conversations and keep everyone on the team updated.

You can set up custom pipelines in monday CRM to track manuscripts, submissions, and editorial feedback, ensuring that nothing falls through the cracks.

Yes, monday CRM allows you to automate sending marketing emails and schedule reminders for follow-ups, saving your team valuable time.

With monday CRM, all departments can work on shared boards, keep notes, assign tasks, and update project statuses in real time.

Absolutely, monday CRM’s mobile interface lets you update client info, log calls or emails, and check timelines directly from your phone.

It stores all key subscriber data, so you can segment your audience, track subscription status, and create targeted campaigns to increase loyalty.

You can use built-in dashboards and forecasting tools to track deal stages, visualize trends, and predict upcoming sales with greater accuracy.

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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