Trusted by leading companies

Common CRM problems in Writing and Editing

Why most CRMs
don't work for
Writing and Editing

Most CRMs lack the workflow flexibility, automation, and customization to support the complex, non-linear, and compliance-heavy processes common in writing and editing, making them poorly suited for this industry's needs.

Illustration showing common CRM problems and frustrations

Common frustrations seen across the Writing and Editing field

"The system just doesn't adapt to our multi-step editorial workflow."

"I can’t automate review and approval processes the way our team needs."

"It forces us into rigid pipelines that don’t reflect how content really moves."

"Tracking edits and collaboration feels clunky and disconnected from our actual process."

Monday.com CRM solution for Writing and Editing

So, What makes monday CRM
perfect for Writing and Editing?

Streamlined Collaboration

Writers and editors can easily share drafts, feedback, and updates to keep projects moving smoothly.

Customizable Workflows

Tailor boards to match your editorial process, from pitch to publication, with just a few clicks.

Effortless Task Tracking

Visual calendars and assignments make it easy to see what's due next and avoid missed deadlines.

Integrated Writing Tools

AI-powered email and text composition help teams communicate and create content more efficiently.

Use cases for Writing and Editing

Key use cases

Teams in the writing and editing industry use monday CRM to streamline collaboration, manage client relationships, and optimize their editorial workflows.

📅

Editorial Calendar Management

Organize article deadlines, publication schedules, and team assignments in one visual, customizable board.

👥

Client and Contributor Tracking

Maintain records of clients, freelancers, and editors to ensure smooth communication and relationship management.

✉️

Automated Email Follow-ups

Use automation to send reminders, follow up on pitches, or notify stakeholders about content updates.

🔗

Real-Time Collaboration

Enable seamless feedback, edits, and approvals on draft content with real-time updates and shared boards.

📊

Performance Reporting

Generate custom reports to track productivity, submissions, and project progress for editorial teams.

🔄

Workflow Automation

Reduce manual tasks by automating assignments, approvals, and notifications throughout the editorial process.

Integrations and FAQ

Everything
integrated

Frequently
asked
questions

monday CRM lets you organize client projects, assign deadlines, and monitor progress all in one place, so you never miss a submission date.

You can use built-in email tools and collaboration features to send updates, track conversations, and keep everyone aligned without switching platforms.

Yes, monday CRM has customizable templates for quotes and invoices, letting you quickly generate and send professional documents using stored client and project information.

You can create workflows to track each editing stage, assign tasks, and leave feedback directly on project boards, keeping revisions organized and visible.

monday CRM’s automation features let you set up reminders, update project status, or send emails automatically based on triggers you define, saving time on routine follow-ups.

Yes, you can upload and share drafts, contracts, and reference files directly within your boards, ensuring everyone has access to the latest documents.

It offers an AI-powered email writing assistant and HTML editing features, making it easy to compose clear, professional emails tailored to clients in the writing industry.

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.

Get started