Best CRM for Painting Contractors 2023: Field Tested

by Creating Change Mag
Best CRM For Painting Contractors - Monday.com Automation Creation


Automation is the well-known cheat code for unlocking unprecedented business growth. 

Monday.com’s automation creation features make it incredibly easy to create custom automations for various tasks, including lead management and project updates. 

Take a look at their unique “When/Then” interface below.

This layout allows you to create complex automations by simply clicking each underlined word and setting the automation parameters. 

The process takes less than 5 minutes from start to finish and leaves you feeling like an automation wizard (with little effort).

Monday.com also offers fantastic pre-made automation templates (screenshot below) that allow you to automate common processes quickly (without the trouble of building them from scratch). 

Best CRM For Painting Contractors - Monday.com Automation Templates

Plus, once you’ve got your automation in place, you can view all your active automations on each board in one convenient hub.

Here’s how it looks (to give you a better idea).

Best CRM For Painting Contractors - Monday.com Automation Hub

You can easily toggle each automation off and on and get an overview of all the processes you’re automating. 

This avoids confusion and simplifies the process of creating, monitoring, and editing automations.

Overall, Monday.com’s automation creation features are powerful and easy to use

With a variety of options for customization and pre-made templates, painting contractors can easily streamline their business processes for maximum efficiency.



The post originally appeared on following source : Source link

Related Posts

Leave a Comment