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Common CRM problems in Research

Why most CRMs
don't work for
Research

Most CRMs lack the flexibility, automation, and compliance features needed to handle the complex, non-linear, and highly regulated workflows common in the research industry.

Illustration showing common CRM problems and frustrations

Common frustrations seen across the Research field

"We can’t adapt workflows to our unique research processes."

"Tracking compliance and approvals is a nightmare."

"Integrating all our data sources is nearly impossible."

"Assigning and following up on tasks across teams is too manual and inefficient."

Monday.com CRM solution for Research

So, What makes monday CRM
perfect for Research?

Seamless Collaboration

Easily share updates and files across research teams for better project visibility and teamwork.

Customizable Workflows

Adapt boards and automation to fit any research process, from data collection to reporting.

Centralized Information

Organize contacts, documents, and communication in one secure, accessible platform.

Visual Progress Tracking

Monitor every stage of research with clear dashboards, so nothing falls through the cracks.

Use cases for Research

Key use cases

Teams in the research industry benefit from monday CRM by leveraging its flexible workflows and automation features to streamline data management, collaboration, and project tracking.

📊

Data Management

monday CRM helps researchers organize and centralize data from various sources, enhancing data analysis and sharing across teams.

📈

Project Tracking

Researchers can use monday CRM to monitor project progress, set deadlines, and ensure timely completion of studies.

📝

Collaboration Tools

The platform facilitates team collaboration by providing a space for researchers to share documents, communicate, and coordinate efforts seamlessly.

📅

Scheduling and Reminders

monday CRM allows researchers to schedule meetings, set reminders for deadlines, and automate routine tasks.

📊

Research Participant Management

Researchers can manage participant information, track consent forms, and monitor study enrollment efficiently.

📊

Grant Management

The CRM helps researchers track grants, manage budgets, and stay updated on funding opportunities.

Integrations and FAQ

Everything
integrated

Frequently
asked
questions

monday CRM lets you organize all your contacts and stakeholders in dedicated boards, making it easy to keep track of participants, collaborators, and partners for each research project.

Yes, monday CRM offers workflow automations so you can set up triggers for tasks like sending reminders, updating records, or following up with participants—saving you time for the actual research.

You can store and access all research-related emails, notes, and communications in one place within monday CRM, ensuring your team stays aligned and nothing slips through the cracks.

Absolutely, with customizable boards and timeline views, monday CRM lets you monitor project milestones, deadlines, and task completion to keep your research on schedule.

monday CRM allows you to import existing data from Excel or other tools, helping you quickly migrate and organize information without manual entry.

With shared boards, task assignments, and real-time updates, everyone on the research team can see what needs to be done and contribute, improving collaboration and transparency.

Yes, monday CRM has a mobile app so you can manage contacts, track activities, and update project details on the go, making it convenient for researchers working outside the office.

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