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Common CRM problems in Think Tanks

Why most CRMs
don't work for
Think Tanks

Most CRMs fail think tanks due to rigid workflows, insufficient automation, and poor support for compliance-heavy, multi-step processes, making it hard to adapt to the sector’s non-linear, regulated, and collaborative tasks.

Illustration showing common CRM problems and frustrations

Common frustrations seen across the Think Tanks field

"We have to constantly create manual workarounds to get the system to handle our research approval process."

"The platform can’t keep up with our evolving grant tracking and reporting needs."

"Customizing workflows for policy projects is so difficult it’s almost not worth the effort."

"Our compliance steps and review stages just don’t fit into the software’s structure."

Monday.com CRM solution for Think Tanks

So, What makes monday CRM
perfect for Think Tanks?

Customizable Workflows

Easily tailor processes and dashboards to fit your unique research and collaboration needs.

Centralized Project Tracking

See all project updates, contacts, and resources in one accessible, organized platform.

Effortless Collaboration

Collaborate smoothly with colleagues and stakeholders, ensuring everyone stays aligned on goals.

Automated Administrative Tasks

Let powerful automation handle reminders and status updates, freeing up time for critical thinking.

Use cases for Think Tanks

Key use cases

Teams in the think tanks industry use monday CRM to streamline research management, stakeholder engagement, and project collaboration for greater impact.

📄

Research Project Tracking

Organize and monitor research initiatives, deadlines, and deliverables in a centralized workspace for better project oversight.

👥

Stakeholder Management

Maintain detailed contact records and communication histories with partners, funders, and policy-makers to strengthen relationships.

📊

Grant and Funding Pipeline

Track grant applications, funding opportunities, and reporting requirements to optimize resource allocation and win rates.

🗣️

Event and Outreach Coordination

Plan and manage events, workshops, and public campaigns from initial planning through follow-up in a visual, collaborative environment.

⚡

Workflow Automation

Automate routine processes such as email follow-ups and data entry to reduce manual work and minimize errors.

🔍

Impact Reporting

Collect and visualize project outcomes, stakeholder feedback, and policy influence to report on think tank effectiveness.

Integrations and FAQ

Everything
integrated

Frequently
asked
questions

monday CRM centralizes all your contacts and communications, making it easy to track interactions with donors, partners, and policy influencers in one organized space.

Yes, monday CRM offers customizable boards and pipelines so you can adapt the platform to fit grant tracking, publication schedules, and collaboration on policy projects.

With monday CRM, you can create automations to send updates, reminders, or follow-ups automatically, reducing repetitive work and keeping everyone informed.

The platform allows multiple team members to work together in real time, assign tasks, leave comments, and share documents directly within each project or relationship record.

monday CRM provides robust reporting tools so you can easily generate visual summaries of your grants pipeline, engagement outcomes, and team progress.

monday CRM offers industry-specific templates and an intuitive interface, making setup straightforward—even for teams new to CRM tools.

Yes, monday CRM connects with popular tools like email, Slack, and calendar apps, so all your event planning and communications stay seamlessly linked.

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