Monday.com CRM Optimization

Platform: Monday.com
Goal: Complete the CRM system setup, integrate telephony and messengers, and optimize the current implementation

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1. Current Status
• Main pipelines for three business areas have been created (events, marketing, photography)
• Basic structure of stages, tags, and partial automations has been set up
• Initial client interaction logic has been implemented

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Tasks:

Telephony Integration
• Select the optimal telephony solution for the UAE (e.g., Aircall, Zadarma, Ringostat, etc.)
• Ensure compatibility with Monday.com (via API, Zapier, Make, etc.)
• Set up integration to:
• Log incoming/outgoing calls in deal cards
• Create tasks/reminders for missed calls
• Enable playback or viewing of call history (if supported)
• Check the possibility of call distribution among managers

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WhatsApp Issue
• Review the current WhatsApp integration setup
• Identify why incoming WhatsApp messages are not being received in the CRM
• Configure a correct workflow:
WhatsApp → client card in CRM → notification to the manager
• Ensure that messages are delivered on time and logged in the deal or comments

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CRM System Improvement
• Audit the existing pipelines (structure, logic, stages, statuses)
• Review and refine automations where necessary
• Propose improvements for:
• Simplifying logic
• Increasing manager efficiency
• Enhancing reporting transparency
• Pay special attention to the structure of tasks, statuses, tags, reminders, and analytics