How do I add clients to monday.com? (+6 CRM features)

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Page last updated: 2/09/2022

This blogpost will describe how you can add clients to monday.com. We shall be describing the various steps involved in this procedure and why it is important. In addition to this, we shall also be discussing the various features of monday.com that make it a great CRM tool. monday.com, as a project management tool is being used across more than 200 business verticals worldwide.

How do I add clients to monday.com?

The best way to add clients to your monday.com account is by inviting them as guests. However, this cannot be applied for all types of boards and is reserved only for shareable boards. To invite clients as guests, you will need to follow these steps given below:

  • On the top right part of your shareable board, you will find a ‘People’ icon. You will need to click on this icon.
How do I add clients to monday.com? (+6 CRM features)

Picture credit: monday.com

  • Once you have clicked on this icon, it will open a window where you can see the various team subscribers to this board. There will also be a guest list on the right part of your screen.
  • Here, you can type in the email address of the client you want to invite as a guest. They will receive an invitation in their inbox.
  • Once your client has been invited as a guest for that particular shareable board, you can also easily add them to other shareable boards.

Why is it important to add clients?

The reasons why clients need to be invited or added to your project management accounts are plenty. Some of them are discussed in this section.

  • It can bring in more ideas and views from the clients. These can be used to build your project in such a way that it has a strong foundation laid out for work processes and workflows.
  • Clients need to feel like they are an important part of the team. Otherwise, it can lead to misunderstandings and miscommunications from either party. Making them feel welcome and a part of the team can also grant you increased support from the client.
  • When they view projects, they can easily give constructive feedback and suggestions that can make the project better aligned with their goals and values. This can also point out risks or loopholes before they become major disruptions for the team.
  • It can improve the productivity of the team members as they are encouraged to be more accountable and transparent with each other and also the client.

monday.com as a CRM tool

monday.com can be easily used as a CRM tool due to the wide variety of features that are available in the platform. Some of the features that make monday.com beneficial for Customer Relationship Management are:

Databases can be imported and exported easily

Customer Relationship Management requires a lot of data to be collected and shared often with team members and also with others. Through the features of this platform, customer or client databases can be easily created and shared. Furthermore, this offers integrations with popular spreadsheet apps which can make the database more efficient.

It allows plenty of customization

monday.com allows users to customize and individualize their workspaces so that they have ease of access and better work efficiency. monday.com also encourages easy customization of content, forms, graphs, charts or any other content that the team is working with. This high level of customization can be used by Sales and Marketing teams to study clients better.

It is easy to use

Teams will find that the platform is quite simple to navigate and explore. While the large library of features may take time to understand and utilize effectively, newcomers can easily adjust to the set up and start working on their tasks. The platform also offers a 14-day free trial for users to get to know the platform before they opt for a plan.

It can be accessed from anywhere

Since the advent and popularity of remote working is continuously increasing, teams require project tools that will allow them to work from anywhere and anytime. monday.com can be easily used on any web browser, can be used as a desktop app and if users want, they can also download it as a mobile app on their devices, making the platform highly accessible.

It can be used offline

Data connections can come and go, especially in remote areas and time zones which are located in developing nations. However, this should not stop team members from working on their tasks and assignments. To counter this, monday.com can also be used in the absence of an internet connection in offline mode, where all the essential functions are available for use.

It allows plenty of integrations

Teams work with plenty of project management and collaboration tools at a time. Due to this, seamless integration is required between all these tools to avoid confusions and collaboration overloads. The Integrations Center of monday.com features over 40 popular apps and tools that the platform can be easily integrated or synced with.

Conclusion

This blogpost has described how you can add clients to monday.com. We have described the various steps involved in this procedure and why it is important. In addition to this, we have also discussed the various features of monday.com that make it a great CRM tool.

If you like this blogpost, please leave your comments and questions in the space below.

Citations

https://support.monday.com/hc/en-us/articles/360000292500-How-do-I-share-projects-and-tasks-with-guests-

https://support.monday.com/hc/en-us/articles/360008159380-Manage-Client-Projects-on-monday-com

https://support.monday.com/hc/en-us/articles/115005340405-How-to-Get-Started-as-a-Guest

https://support.monday.com/hc/en-us/articles/360002430099-How-do-I-invite-members-to-join-my-account-

https://comparecamp.com/monday-com-crm-review-pricing-pros-cons-features/

https://www.fool.com/the-blueprint/mondaycom-crm/

https://www.fool.com/the-blueprint/mondaycom-crm/

https://monday.com/crm

https://www.g2.com/products/monday-com-monday-com/reviews

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