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Monday.com affords simply among the finest automation creation within the biz.
The CRM powerhouse makes it straightforward to create customized workflows that preserve your crew working like a well-oiled machine.
You may select from a number of pre-set automation templates (proven under) to get began.
Listed below are only a few examples of what Monday.com’s workflow automation can do:
- Mechanically assign duties to crew members based mostly on job kind or precedence
- Ship automated emails to shoppers at particular levels of a mission
- Create customized notifications for vital duties or deadlines
- Replace mission standing based mostly on particular triggers
Monday.com supplies a novel consumer interface that’s extremely straightforward to make use of (no coding information obligatory).
Right here’s the way it seems (to offer you a greater thought).
Merely create a “When/Then” assertion and click on every phrase to assign actions (inside seconds).
We’ve examined quite a lot of CRM automation over time, and Monday.com is probably the best to make use of—which is saying one thing.
As soon as your automation is totally custom-made, you may view all the things in a single handy hub (pictured under).
Right here, you may simply flip every automation on and off and consider all lively automations inside a particular board.
This avoids the confusion of not figuring out which automations are at the moment working (and what they’re doing).
Our take: Monday.com affords among the finest automation options we’ve seen in a CRM—palms down.
In case you’re seeking to automate your processes and enhance effectivity, that is undoubtedly the best way to go.
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