Emilia Nilsson, Partner & Search Strategist at Raw Digital
What This Template Gives You
- Know the status of all your deals in one glance
- Track everything that needs to be done in a series of simple steps
- Know if something's stuck or behind schedule
- Keep all your communication and files in one searchable place
- See clear ownership of each deal
- Get addicted to seeing your deals turn green
Know at a glance where all your deals stand
No more emails and phone calls just to find out where your deals stand. In monday.com, with one glance you know what stage each deal is at and if something's stuck.
Clear ownership and accountability
Recognition motivates. Your board is set up in a way that will show who's responsible for what – this way recognition and accountability are clear. When your team own their work, you'll see they'll do everything it takes to turn it green.
Make it yours
Add or remove columns to fine-tune your process . Everything's made to be super simple. Rename titles and add columns to get the perfect visual representation of your process.
Calendars that come alive
One click sync
Date columns sync with your calendar in one click. Never drop the ball again, one click and all your project info is in the calendar you already love.
All your files and communication in one place
Kill the chaos. Keep all your contracts, quotes, files and communication in one searchable place. You'll never need to make a phone call or send an email to find a file you're looking for.
Get the details you need from the big picture
Advanced filters let you quickly get the information you need from boards. Filter by person to see everything they're in charge of. Filter by status of projects or client's name and even create your own dynamic text tags to filter according to. If it's on the board, you can filter it.
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