Managing Customers and Projects in One Place with

If you’re like most modern software companies, you likely have a lot on your plate. Between managing customer relationships, tracking sales, overseeing projects, and coordinating teams, it can feel like you need an army of staff and a maze of systems just to keep up. But what if you could do it all in one place?

Source: Monday

Why Businesses Love is a work operating system that brings customer relationship management (CRM) and project management together on one intuitive platform. Here are some of the key benefits businesses are seeing:

  • Centralized communication and data. No more siloed datasets and disconnected tools. connects conversations, documents, and work so nothing falls through the cracks.
  • Insight into customers. integrates with other software to give you a holistic view of customer interactions across sales, service, marketing and more.
  • Flexible project management. Assign tasks, set due dates, and move work through customizable pipelines as projects progress from stage to stage.
  • Scalable solution. scales from individuals up to large enterprises with pricing plans to fit your needs.

As Dustin Searle, Maintenance Engineering Technologist at Nissan North America put it:

“ is ingrained in our work-life and has become an essential operating system at Nissan.”

With, software teams can stop juggling multiple platforms and focus on work, not workflow.

Optimizing for CRM provides a number of helpful templates and features tailored specifically for customer relationship management. Here are some tips to optimize the platform:

  • Track leads. Create a sales pipeline to monitor leads from initial contact through closing. Set statuses like “New Lead” and “Closed Deal” to see where customers are at in real time.
  • Manage accounts. House key customer data like contacts, account history, and communications all in one place. Integrate billing or support tickets from other software for the full view.
  • Automate workflows. Use’s automation tools to trigger actions like sending emails or assigning tasks when deals reach certain stages. This saves time on repetitive tasks.
  • Stay organized. Use boards, columns, hashtags and more to categorize accounts and surface what’s important. Everything is centralized for easy access.

This CRM software article provides a great example of setting up for robust CRM and sales pipeline management.

With some thoughtful configuration, can become the command center for your customer operations.

Managing Projects from Start to Finish

In addition to CRM, is a versatile project management platform. Here’s how software teams can get organized:

  • Create project boards. Build a board for each project with columns for things like status, assignee, due date, priority and more. This provides an at-a-glance view of where things stand.
  • Assign work. Use the “people” column to assign tasks to individuals or teams responsible for completing them. @mention colleagues to notify them of work to do.
  • Track progress. Move tasks between columns like “To Do”, “In Progress”, “Completed” as work is underway. This lets you see how projects are advancing at all times.
  • Stay on top of due dates. Set due dates for tasks, get reminders when they’re approaching, and filter by what’s due soon versus later. This prevents missed deadlines.

The following guide offers a great intro to using Monday’s management software capabilities from start to finish.

The flexibility makes a go-to project management solution for agile software teams.

Why Consolidating Systems Matters

The real power of comes from bringing CRM and project management together in one work OS. Consider these benefits:

  • Cross-functional visibility. Sales can see what engineering is working on for their accounts. Support can check project timelines. Transparency connects teams.
  • Single source of truth. With one system, every team is on the same page. No more siloed datasets or contradictory information.
  • Time and money saved. Maintaining fewer systems reduces costs. And less time spent switching between platforms means more time focused on the work.

Stefana Muller, Senior Director at Oscar Health, summed it up:

“ Work OS saves us about 1,850 hours of staff time and somewhere in the range of $50,000 a month.”

For today’s lean software teams, efficiency and alignment are huge competitive advantages.

Get Started with

If you’re ready to bring order to the chaos of managing customers, projects, sales, and more for your software business, is worth a look.

Their free trial lets you test it out at no cost and scales up as you grow, with plans to fit businesses of all sizes.

While early days may require some upfront configuration, in the long run can save software teams tons of time, money, and headaches. The centralization and cross-functional visibility alone are game changers.

Give a try and experience having your customers and projects together in one place. It could be just what your software business needs to gain that competitive edge.

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