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

Connect marketing efforts to your CRM by capturing and importing leads: either through embedded web forms or by directly importing your data.

Capture leads

Visualize where all deals stand at a glance with unlimited sales pipelines. Manage accounts by priority, deal size, expected close date, and more.

Track sales pipelines

Maintain complete visibility into all contact-related information in one view, including deals, tasks, quotes, and activities.

Store and manage contacts

Gain instant clarity with visual dashboards that help analyze the sales pipeline, forecasted and actual revenue, deals by rep, and team capacity.

Generate insights to optimize success

Use this CRM template to effectively capture leads, track sales pipelines, and manage contacts. Easily forecast revenue, generate insights, and learn where to focus your efforts.

Stay connected on the go

Full email capabilities

Quoting capabilities 

See everything at a glance

Manage your contacts in one easy-to-use place

Manage your pipeline with ease

Reaching your prospective customers and delivering a top notch customer experience has never been easier!

With our intuitive CRM template, you can seamlessly manage your existing customer needs, customer interactions, and optimize your sales team’s processes and project timelines with the sales materials they need to advance prospective customers. 

Whether it’s data-driven case studies, sales scripts, CRM tools, or email templates, bring all of your contact management materials for your sales and marketing teams together—in one, centralized workflow.

Stay up-to-date on the latest status of the complex projects your customer support team and clients are working on. 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 and customer experiences, 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, including with other CRM tools and CRM solutions, allow you to keep working with the tools you already use and love. Keep track of all your customer information in a 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 to close bigger and better deals, everytime.

CRM 

Capture leads, track sales pipelines, and manage contacts— all in one place.

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.

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.

Track and manage all of your marketing projects to align with your quarterly and yearly goals. Visualize your plan by using a comprehensive timeline and chart.

Optimize your marketing strategies

Manage all of your marketing initiatives in one place so that you can efficiently plan your budget.

Budget efficiently 

Set automatic reminders and notifications so you never miss a deadline. Automated processes improve your team’s collaboration and help you reach your KPIs.

Track all of your marketing initiatives and strategies together with your team. Plan your business goals, budgets, and marketing campaigns from A-Z in one workspace.

Manage deadlines the way you want

Plan and track your budget

Plan strategies and see everything at a glance

Reaching your business goals through marketing has never been easier. With our intuitive and powerful marketing plan template, you can plan your successful campaigns from start to finish in one, centralized workflow.

As a marketing team or business owner aiming to reach your target audience, you have a lot of information you need to organize before you can craft a winning marketing strategy to support multiple marketing campaigns

Easily craft robust executive summaries that your stakeholders will want to read, with all of your market research and data at a glance. Visualize your data however you see fit, from high-level dashboards to Gantt charts and colorful timelines so you’re confident making data-driven decisions every time. 

Whether you’re a small business or a large enterprise, an invaluable part of your marketing efforts should include a SWOT analysis, where you evaluate your strengths, weaknesses, opportunities, and threats against those of your competitors’ products or services.

Your marketing team will rejoice and how easy it is to sync with all team members and stakeholders to keep everyone aligned on marketing goals for your different sections of your marketing, such as unique buyer personas.

They can also stay up-to-date on the latest version of any file or campaign related to content marketing with the ability to instantly share documents, images, annotations, and feedback to avoid rework and streamline communication with everyone involved.

Marketing plan

Plan out your marketing initiatives and strategies throughout the year.

Centralize all your creative assets and documents in one visual workspace. 

Manage creative assets

Organize your upcoming social media content by platform, publish date, status, and all necessary digital assets for each of your pieces of content. 

Organize all your content

Organize your upcoming social media content by platform, publish date, status, and all necessary digital assets for each of your pieces of content.

Import all relevant data, and connect external files to monday.com in just a few clicks.

Centralize your data

Import your relevant social media metrics, and connect all external files to monday.com in just a few clicks.

Create, schedule, and design all social media content in one visual workspace. Organize your upcoming content by platform, publish date, status, and more.

Kim Garst Content Calendar

Kanban View

Calendar View

Kim Garst Board view to see everything

Planning your social media using our social media planner template helps maximize your team’s potential for success. With so many social channels requiring scheduled posts and types of content, you want to make sure you have everything you need well in advance of each publish date.

This template makes tracking social media campaigns and brand awareness easy, allowing you to keep tabs on all the platforms your team uses, such as LinkedIn, Facebook, and Instagram with our dozens of integration options. There’s also a convenient URL builder that lets you create and edit links to your liking. Organize the results of each campaign and track the performance while keeping up-to-date on your schedule, budget spent, and so much more.

This template makes planning out your content nearly effortless with the ability to customize everything to fit your team’s unique needs. Easily assign owners, add due dates, and attach the required files and assets for each post. Set the status to stay up-to-date on all social media efforts and keep track of the designated departments.

This template will allow you to compile all your social media campaigns and social channels in one place to get a 360 degree view of all your social media efforts. Find out the average impressions for any post in a given week in order to implement quick changes. 

Optimize your entire social media workflow in one, centralized place to boost your impressions and make an even bigger impact with every post.

Social media planner

Create, schedule, and design all social media content in one place.

Collaborate with your clients easily with customizable forms, and integrate contacts from HubSpot for a seamless client directory.

Organize your clients 

Create an efficient and standardized workflow for running your campaigns. Shorten approval and feedback loops by keeping everything centralized in one place.

Track and manage campaigns 

Easily track the status of your projects in detail, manage the workload of your team members, and accomplish your high-level initiatives.

Stay on top of your goals and initiatives

Manage all of your campaigns from incoming leads to the final launch. Keep track of your clients and easily integrate HubSpot, Mailchimp, and Gmail to streamline all your work.

Campaign Requests & Planning

Campaign Overview Dashboard

Campaign Tracking Calendar

Achieving your client campaign goals has never been easier—or more visually-appealing. With our intuitive powerful client campaign for agencies template, you can optimize the way your team works to plan your successful campaigns from start to finish in one, centralized workflow.

From marketing strategy to tracking performance data and analytics of landing pages and text for ads, this template was built to make all of your agency team’s processes run smoothly. Digital marketers and data green thumbs alike can view data whichever way they see fit, from high-level dashboards to Gantt charts and colorful timelines so you’re confident making data-driven decisions related to client management every time.

Team members can easily track and monitor social media and ad campaigns and other content marketing, regardless of team size. Whether your team is more like a small business or more like a marketing agency,  it’s easy to collaborate in real-time on your marketing strategy, which target audiences you’re going after, future blog posts, and upcoming press releases.

Stay up-to-date on the latest version of any file or campaign by instantly sharing documents, images, annotations, and feedback to avoid double work and streamline communication with everyone involved.

Explore hundreds of automation recipes to automate mundane tasks so you can focus on the work that really makes an impact. Create automatic reminders for upcoming deadlines so all your campaigns go according to plan.

Client campaigns for agencies

Manage clients, campaigns, and initiatives all in one place.

Manage all of your campaigns in one central location for easy and clear analysis.

Track and monitor your campaigns

Use the Facebook Integration to automatically sync all of your Facebook ads directly into your monday.com account.

Sync your Facebook account

Board views help you visualize and analyze your data and metrics in a high-level overview so you can increase the performance of your campaigns.

Increase campaign performance

Manage, track, and monitor all of your Facebook campaigns in one central place. Sync with your Facebook data and use board views to analyze your ads and improve performance.

Customize the Facebook ads integration to your specific needs

Add more columns to fit your day to day workflow

Use the chat bar to analyze your data in light of your goals

Use the chart view to get a view of the status of your campaign

Communicate with your team

Manage all your campaigns’ data in one central place

Organizing the way you reach your target audience through Facebook Ads has never been more intuitive. With our adaptable and Facebook ads integration template, you can plan your successful campaigns from start to finish in one, centralized workflow. 

As a marketing team or business owner whose efforts must be spread out amongst mobile apps and landing pages alike, the amount of information you need to organize before you can craft your Facebook Ads strategy: marketing API, copy, digital assets—the list can be vast.

Master campaign tracking to enable you to then generate robust executive summaries that your stakeholders will want to read, with all of your market research and data at a glance. Visualize your data in one central location and analyze it however you see fit, from high-level dashboards to Gantt charts and colorful timelines so you’re confident making data-driven decisions every time.

Whether you’re a small team or a large agency with multiple Facebook accounts, an invaluable part of your Facebook Ad efforts should include routine evaluation of your ad performance. Our template makes it easier to do retrospectives so your next campaign can have an even greater impact.

Your marketing team will fawn over how easy it is to sync your Facebook account, so all of your ads automatically live in your monday account. This way, all team members and stakeholders can see what they need to see, when they need to see it, such as page visits and clicks.

They can also stay up-to-date on the latest version of any file or campaign with the ability to instantly share documents, images, annotations, and feedback to avoid rework and streamline communication with everyone involved.

Facebook ads Integration

Integrate your Facebook account to manage and monitor ad campaigns.

Collect all your Adobe CC designs in one workspace. Visualize your design process in a smart calendar, organized with status and deadline tracking.

Visualize your design process 

Communicate your progress and review feedback using the monday.com plugin for Adobe CC. Edit and annotate files within your board so everything stays in context.

Collaborate with your team 

Set automatic reminders and notifications so you never miss a deadline. Automated processes improve your team’s collaboration and help you meet your KPIs.

Align your design tools and work process by syncing Adobe CC with your boards. Outline projects, track progress, and upload your files or assets seamlessly so they’re always accessible. Get a high level overview about all your requests and team workload to make decisions based on real data. 

Prioritize your tasks & projects

See files the way you want in one place

Manage your deadlines in a calendar view

Collaborate without leaving Creative Cloud

The Creative planning with Adobe Creative Cloud template optimizes your creative planning processes with integrations and a visual flow that works for you, so you can organize and streamline the way your team works to plan your creative campaigns from start to finish in one, centralized workflow.

Sync all team members and stakeholders on your design process, by creating smart calendars with progress tracking and deadline reminders. Give everyone a voice on digital assets by storing them in the monday platform, where everyone can add feedback and comments in real time in the updates section. It’s easy to get approvals with automatic reminders and more, so you won’t be chasing down email threads.

Digital marketers and data green thumbs alike can view data whichever way they see fit, from high-level dashboards to Gantt charts and colorful timelines so you’re confident making data-driven decisions related to your design process every time. The monday.com plugin for Adobe Creative Cloud allows you to seamlessly integrate your existing tool into the intuitive platform.

Team members can easily track and monitor performance of their design assets. Whether you’re a freelancer or team lead, it’s easy to collaborate in real-time about your design requirements, roll out dates, branding updates, and potential clients or campaigns.

Stay up-to-date on the latest version of any Adobe Creative Cloud asset or campaign by instantly sharing documents, images, and annotations to avoid double work and streamline communication with everyone involved.

Choose from hundreds of automation recipes to automate mundane tasks so you can focus on the work that really makes an impact. Create automatic reminders for upcoming deadlines so all your campaigns hit the mark.

Creative planning with Adobe

Sync your team’s Adobe CC files to visualize the entire design process.

Use statuses to visually track each step of your planning process. Assign tasks, oversee due dates, and stay on top of all your work at a glance. 

Visualize your entire planning process 

Instantly collect all RSVPs through a form and keep track of your guest list to ensure a successful event.

Streamline your RSVP process

Track your event performance with high-level dashboards and get a big-picture report of all of your most important metrics.

Measure success

Manage and plan all your events in one organized workspace. Assign tasks, track statuses, and oversee deadlines to ensure smooth collaboration.

Event planning & operations

Manage all your events visually in one collaborative workspace.