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eCRM for monday.com
Customer Relationship Management tool for
monday.com Dashboards
eCRM makes monday.com even more powerful and multifaceted by allowing you to manage customer interactions and sales from your account. eCRM easily tracks deals, interactions, and prospects all from a dashboard. Â
Improve existing relationships and acquire new customers sooner. Our easy-to-use tool is available as an app widget to be used with our eCRM template folder. Â
- Free for use on any monday.com account
- Leads, accounts, contacts, and deals are all managed in one space
- Tasks, meetings, calls, and communication is tracked seamlessly
- Configurable templated boards to setup your widget
- Customizable card design to change colour and filter fields
- Fully integrated with monday.com framework
- Compatible with other Eligeo monday.com apps such as eQuotes or eDigital Signatures
We can customize eCRM for you
- We can build custom templates
- We can customize the eCRM app for your organization with more features
6 Board Types to Choose From
right from monday.com
- LeadsÂ
- AccountsÂ
- ContactsÂ
- DealsÂ
- Tasks
- MeetingsÂ
Support Resources
Quick eCRM for monday.com Tips
Current Client? Looking for support? Contact Us!
Custom Colours
Change the colours of your card and adjust what you can view on the mini card using the card design tab
Advanced Reporting
Use the information on the deals board within alternate widgets for reporting
Email Management
Use the newly released email management tool from monday.com to automatically track your emails
Video Tutorials
Frequently Asked
Questions
Why can’t I assign people to records?
Only board owners can assign people when inside the widget. If you need to be able to assign people, ask the board owner to add you as an owner as well.
Why are my tasks and meetings not saving?
If you didn’t select these modules on initial setup the connection between them will be missing. Not to worry this can be fixed! If you go to the tasks and meetings boards from the template there are connect board columns. You will need to connect the right module to each column for leads, accounts, contacts, and deals by going to the column settings and selecting them.
I can see the information from my column, but why can’t I adjust it?
Certain column types do not allow for changes to be made inside of a widget. They include: Location, Progress bar, Auto Number, Item ID, Last Updated, Creation Log, Formula, and File columns. We suggest using an alternate at this time, such as text, if you would like to add or adjust information in the widget.Â