Monday.com offers easily some of the best automation creation in the biz.
The CRM powerhouse makes it easy to create custom workflows that keep your team running like a well-oiled machine.
You can choose from several pre-set automation templates (shown below) to get started.
Here are just a few examples of what Monday.com’s workflow automation can do:
- Automatically assign tasks to team members based on job type or priority
- Send automated emails to clients at specific stages of a project
- Create custom notifications for important tasks or deadlines
- Update project status based on specific triggers
Monday.com provides a unique user interface that’s incredibly easy to use (no coding knowledge necessary).
Here’s how it looks (to give you a better idea).
Simply create a “When/Then” statement and click each word to assign actions (within seconds).
We’ve tested a lot of CRM automation over the years, and Monday.com is possibly the easiest to use—which is saying something.
Once your automation is fully customized, you can view everything in one convenient hub (pictured below).
Here, you can easily turn each automation off and on and view all active automations within a specific board.
This avoids the confusion of not knowing which automations are currently running (and what they’re doing).
Our take: Monday.com offers some of the best automation features we’ve seen in a CRM—hands down.
If you’re looking to automate your processes and increase efficiency, this is definitely the way to go.
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