See every request, task, and status update in one cohesive and intuitive view that gives you an instant snapshot of all marketing processes.

Centralize all marketing ops in one place

Create seamless workflows with your content creators and effectively assign tasks, manage approvals, collaborate, and organize all communications in one place.

Manage content writers and designers

Use the timeline view to keep on top of all campaigns, identify bottlenecks, and stay focused so that you never miss another launch date.

Stay on track

Create customizable forms to capture any marketing request. Then view, assess, assign, and manage those requests from one central place.

Capture marketing requests

Visually track all of your marketing campaigns. Collaborate with writers and designers in one place, see progress, and easily automate work to meet your deadlines.

Keep track of your campaigns

Take you business marketing to the next step

Manage your marketing operations

Marketing activities

Centralize and manage all marketing operations in one collaborative place.

It can be used for

Build custom high-level overviews with everything team members need to know about ongoing projects to hit deadlines and exceed customer expectations.

Track projects 

Generate quotes easily from a flexible platform that displays hours worked, timeline, and budget in real-time for contacts.

Bill clients

Assign team members to initiatives and manage all project planning in one place to make sure that everyone is aligned at any given time.

Collaborate effectively with stakeholders

Calculate billable hours for clients, get a full overview of customer projects in real-time, and collaborate efficiently with stakeholders across teams.

Manage your contacts and easily connect them to relevant projects

Stay 100% connected on the go

Get an overview of your projects timelines

Get a high-level overview of your projects in a glance

Manage your customers projects with ease

Customer projects

Stay up-to-date with a customer-centric project management template.

Store all your listings in one centralized database so you can manage all your properties with ease.

Better manage your properties

Keep track of all your agents' leads so you know where everything stands at all times. Instantly notify team members when the status of a deal changes.

Track leads

Receive automated reminders and updates to stay informed with all your day-today operations and ensure processes are running smoothly.

Stay up-to-date with tasks

Manage your real estate agency with one easy-to-use system. From managing properties to leads to any task in between–optimize your day-to-day operations.

Property location

Listing status

Interactions log

Capture your Interactions with ease

 Team goal setting

Quarterly goal monitoring 

Agent task management

Contact lists

Properties timeline

Every real estate agency has a ton on their plate at any given time—from taking on new listings, to countless open houses to closing deals and everything in between, this template was built to make all of your marketing processes run smoothly.

In today’s world, real estate brokers are responsible for far more than traditional functions of real estate marketing. With balancing many different listings spread across the city, to endless contractors and property managers—your team has a lot on their mind and on their day to day plate. 

Beyond the physical work, realtors also need an intuitive and organized way to organize their listings, status updates, projects, and other workflow needs in real-time.

Because this template was built in our powerful Work OS, it goes beyond standard commercial real estate management tools to allow you to work with multiple internal and external stakeholders while transforming the way you see key information.

Visualize your most important data with ease, in the view that works the best for you. Identify bottlenecks, get status updates from every listing in real-time, and showcase your team’s success.

When it comes to successful processes, automations help you reduce time spent on manual tasks. Send out automated emails and reminders about upcoming deadlines, so you can rest assured everything will be done on-time, everytime.

It can take more than one tool to handle all your listings, team, and project, we get it! With this template, you can centralize your entire management arsenal in one workspace with dozens of integrations to keep using the tools you already use and love to close deals more efficiently than ever.

Real estate agency management

Keep on reading to learn how to use this template 

Welcome to your Real Estate workflow template! 🎉

Manage your real estate agency with one easy-to-use system.

Useful for

The best solution for

Manage all properties and their related information in one place, including location, days on market, property details, and more.

Manage all properties in one place

Import or capture leads directly with customizable forms, and connect each lead with a specific property to get a complete view of every prospect and deal.

Capture and manage prospective clients

Instantly visualize agent capacity and assign available agents to clients accordingly.

Review and assign agent workload

Manage all real estate business operations from one centralized database. Capture potential clients, connect them to properties, store listing details, and manage agent workloads.

Use special views to get an instant overview of your listings

100% mobile compatible

Manage all your contacts in one centralised platform 

Manage your listings with ease

Reaching your prospective customers and delivering a top notch customer experience has never been easier. With our intuitive Real Estate CRM template, you can seamlessly manage your existing customer needs and optimize your sales team’s processes and project timelines with the sales materials they need to advance prospective customers.

Whether it’s case studies, sales scripts, kanban boards, or sales presentations and email templates, bring all of your sales enablement materials for your project team or external stakeholders together—in one, centralized workflow.

Stay up-to-date on the latest status of the complex projects your team and clients are working on. Instantly share any type of content like white papers, images, and generate reports so it’s easy to both onboard new employees and acclimate them to your company’s products. Effortlessly create an information bank that new and seasoned sales reps can refer back to to avoid wasted time and streamline communication with everyone involved.

This template was built to nicely house any promotional material that will help your sales team increase customer satisfaction, ease their resource management processes, keep track of due dates, and reduce their time spent on mundane tasks.
Since everything is in real-time, you can even use monday docs to make updates directly on documents created in the platform. Visualize your data whichever way you see fit, from high-level dashboards to battery progress widgets and colorful pie charts.

Easily track progress on the creation and final approval on sales materials, so no one is left guessing whether they have the most up to date materials. Notify multiple teams quickly when materials are ready or when important changes have been made, to keep everyone aligned anytime, anywhere.

Our dozens of integrations allow you to keep working with the tools (and project sponsors) you already use and love. Keep track of all your customer centric content visual workspace, so multiple teams within your organization can access it, too. Automate reminders for upcoming deadlines so everyone gets access to materials at the right time.

Real estate CRM

Manage all real estate business operations from one central database.

Use timeline and Gantt chart views to make sure you are on target to hit your deadlines.

Monitor progress

Assign one or more team members to each task so everyone knows who is accountable for what.

Assign tasks

Build high-level overviews so you can see the current status of all ongoing projects at a glance.

Visualize project progress

Avoid overspend by monitoring your team’s time and use of resources with flexible and intuitive dashboards.

Stay within your budget

From simple to complex projects–build and visualize a custom project management workflow that best fits your team’s needs.

board

gantt

Run your projects more efficiently with any PM Methodology

Plan, track, and manage projects of any size with ease.

Use the workload widget to quickly see which of your team members has the capacity to take on new work.

Distribute work fairly

See which tasks are consuming too much time so that you can intervene before issues delay deadlines.

Identify bottlenecks easily

Get more done this quarter by using the dashboard to focus on work that makes a difference.

Improve productivity

Use the built-in survey to get feedback from your team about their workload so you can address their concerns.

Get team feedback

Use this template to track and analyze your team’s use of time so you can optimize your processes for maximum efficiency.

dashboard

time tracking

color code

form

chart

Reclaim the workweek

Optimize your team’s workflows so you’re working as efficiently as possible.

Leverage forms to collect all the relevant information you need and organize everything into one unifying space.

Centralize all internal and external requests

Use real data to make informed decisions for future initiatives to continuously improve and enhance your work.

Fuel success with data-driven decisions

Collaborate effortlessly with vendors, make information accessible, and share the right information with the right teams at the right times.

Seamlessly collaborate with external stakeholders

Achieve the same transparency, scalability, and flexibility that TodayTix Group enjoys with their marketing department’s campaign workflow templates.

pitch board

project board

creative request board

Internal processes by TodayTix Group

Transform your internal processes with templates by TodayTix Group.

Create a single source of truth across every department to boost efficiency within your team and develop better products.

Keep everyone aligned

Visualize custom roadmaps to keep your team in the loop using a high-level gantt chart. Connect epics to user stories to organize new projects and department tasks.

Manage your entire product roadmap in one place

Monitor your team’s progress and resources at a glance. Use real-time dashboards to track sprints and task completion to make data-driven decisions.

Visualize your progress to drive greater impact 

Organize the team's entire product roadmap. See your progress, understand who’s doing what, and receive instant updates– all in one workspace.

Contextualizing sprints

Stay on-track with your team’s product roadmap.

Monitor the owners and materials for employee onboarding in your company to ensure efficient use of time and resources.

Map out onboarding information for new employees

Distribute work evenly and store onboarding presentations that can be shared post-meetings.

Create an onboarding knowledge base

Make it clear to trainers and new joiners which material is relevant to their specific team and which is considered company-wide training.

Customize information for each team

Use the same templates as the online luxury fashion retail platform, Farfetch, to manage all your onboarding processes and responsibilities with ease.

Onboarding plan by Farfetch’s marketing team

Manage processes in visual workspace for a smooth onboarding experience.

Set up a request form to collect all the required information in one place for review.

See your requests, instantly

Funnel requests like time off or departmental moves in one space, sort by requester or priority to easily build a clear workflow.

Manage internal requests

Gain a clear understanding of which departments send the most requests, the distribution of request type, and more so you can improve your workflow to match.

Analyze trends visually

Follow requests’ journey as they are accepted, assigned to the correct person, reviewed, and approved.

Track request progress easily

Streamline all requests across your organization to easily stay on-top of what's incoming, in progress, and completed.

Winning workflows with automations

Streamline all requests across your organization, seamlessly. 

Easily store and manage all current and previous contractors so you never lose track of a valuable contact.

Manage contractor relationships

Keep track of all PMs, their projects, their hourly rate, and more so you can easily check and update when needed.

Manage PMs with ease 

Keep all ongoing projects under control by tracking them in one board. From timeline to cost type and project manager, you can get a clear overview in seconds.

Track project timelines and more

By linking your project boards together, you can keep each project and workflow separate, but avoid double work and unnecessary updates.

Link between boards for seamless management 

Learn how to build cross-board dependencies, link items across boards, and anything else you might need to execute sophisticated project management workflows. 

Daniel's use case: Hidden tips and tricks you didn't know you needed

Get everything you need to execute PMO processes in one place.

An easy way to get started with SCRUM workflows and automations, and to get some ideas on how to best utilize monday.com for software development needs.

board1

epics board

support requests

jerry board

rick board

Work OS for R&D by Sygnia

Get inspired by some easy-to-start scrum best practices. 

Get clear visibility into your book of business to organize and prioritize your accounts. Understand the status, viability, and relationship behind each deal.

Track your deals at every phase

Get quick feedback from your legal department to develop contracts and terms of a deal more efficiently.

Collaborate with the legal team

From start to finish, keep your deals on track. Set clear expectations with clients, make quick fixes, and spot opportunities for better communication.

Close deals with a clear plan of action

Manage all your accounts and contracts from one organized space. Close deals quickly, collaborate efficiently and keep track of the client details your team needs.

Account management: winning processes for stronger sales teams

Close deals quickly and collaborate on contracts from one space.

Follow our easy quick-start instructions for getting these boards suited to your unique team.

Get started quickly

Use our performance rubrics to assess new joiner’s fit and plan ongoing education and training.

Assess and communicate team member performance

Don’t lose your most important to-do’s, like adding new tools or permissions needed for teammates. 

Stay on top of tasks and requests

Use colorful statuses to understand start dates and important information like sales material category, and roles quickly. 

View schedules at a glance

Manage and guide your sales team's new joiners process with monthly training and onboarding schedules, a scorecard and review, and a document repository.

Sales enablement kit: winning processes for stronger sales teams

Streamline and manage your sales team onboarding and performance.

Instantly monitor your upcoming campaigns in relation to each other or individually within an organized workspace.

See your campaigns in a single place

Get a glimpse of each campaign's timeframe to make sure everyone is aligned and work gets done on time.

Understand each campaign’s timeframe

You can stop looking for the final version of your campaign assets in hidden folders. Just drop the ready-to-go version into its respective File Column.

Collect final assets

See which stage each element of your campaign is at with a visual battery bar. That way you can quickly see how close you are to your launch goals.

Track your progress

Run any campaign from start to finish using this template. See the stage, owner, and final assets of each campaign at a glance in a single, visual workspace.

Sophie's use case: hidden tips and tricks you didn't know you needed

Keep campaigns organized and on time with this campaign tracker.

Main Table view lets you see everything, while My Tasks zeros in on useful filters.

Use multiple views 

Use visual dashboards and widgets to understand sprint status and time spent on story points.

Monitor progress with dashboards

Plan your sprints in one organized workspace. Created by our CS team, organize and assign tasks by priority, type, status, and more to optimize efficiency.

Kelly's use case: hidden tips and tricks you didn't know you needed

Streamline sprint planning in one central workspace to meet your goals.

Get started with ready-made templates

The monday.com template center offers a variety of templates customizable for every industry, business, and team.

Get started with ready-made templates

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