Monday.com CRM system: Enhance CRM Call and Reminder Functions
Budget: £250 – £750 GBP
We are running a fully implemented Monday.com CRM system but find that the functionality to leave notes and reminders to be very clunky and are looking to improve this with some integration or automation.
Ince installation of the CRM system a week ago, we have set up all of the difficult stuff and just have what I had assumed would be the easy stuff now to master. However, scheduling/ making calls and leaving notes appears to be much more tricky than I had assumed, hence the reason for this email.
We are all running a Webex phone application, which works well, is fully integrated into our communications system and we are already paying for it, so when we click on the phone number of a client, the system automatically makes a call – this works well already.
The problem is that whilst we can make a single click phone call, we can’t easily:
• Schedule phone calls for the future without making lots of button-pushes.
• Update when calls have been made.
• Leave notes about the phone call.
• Subsequently set a reminder to try to call someone back when we have been unsuccessfully call attempt.
• We would like this functionality for two separate boards – contacts (Producers/DPs Contact Board) and deals (VMI Projects)
In short, we want to be able to easily make calls and easily leave notes and schedule reminders:
• One click schedule reminders to make a phone call in the future, enabling reminders can appear which can dial the contact with a single click on the phone number.
o Presently, setting up a reminder for making a call can be set up as a consequence of making several button pushes and does not to be particularly easy to do.
When we set up a reminder to make a call in the future and the reminder does appear, the system opens a window and the user is prompted to open the relevant board (it does so and then opens the contact, so that I can click on a phone number to dial). We can live with this if this is too hard to change.
• Automated prompt to leave notes, or a single shortcut key press to leave notes:
o When I click on a phone number of a contact, the system dials the contact using our existing integrated telephone system (Webex) and this works well
o However, once a number is clicked, there is no prompt to leave details of the call, or to set up a reminder.
Upon clicking on a phone number, I would like the system to automatically prompt me to leave a note detailing the results of the call, once it registers that I have clicked on a telephone number.
If this is not possible to do easily, then we would like a single keyboard shortcut to leave notes of the call.
• This can be by leaving new call summary note, or adding to the Comments of the contact.
This should also give further options so that:
• If the call is unsuccessful, then the system can offer some options of when to retry the contact, without me having to manually set up a future call to make with time and date and then set up a reminder.
• I would like the system to be programmable to present an option to:
o Retry in one hour.
o Retry tomorrow (next working day for the user) at 10am.
Upon clicking the telephone number, the system should capture that we attempted to call the client.
• The system claims that it can achieve much of the above functionality if we install and use the Aircall App, however since we already have a Webex system which is installed into everyone’s PCs, I am keen to avoid this added complication and cost.
Ince installation of the CRM system a week ago, we have set up all of the difficult stuff and just have what I had assumed would be the easy stuff now to master. However, scheduling/ making calls and leaving notes appears to be much more tricky than I had assumed, hence the reason for this email.
We are all running a Webex phone application, which works well, is fully integrated into our communications system and we are already paying for it, so when we click on the phone number of a client, the system automatically makes a call – this works well already.
The problem is that whilst we can make a single click phone call, we can’t easily:
• Schedule phone calls for the future without making lots of button-pushes.
• Update when calls have been made.
• Leave notes about the phone call.
• Subsequently set a reminder to try to call someone back when we have been unsuccessfully call attempt.
• We would like this functionality for two separate boards – contacts (Producers/DPs Contact Board) and deals (VMI Projects)
In short, we want to be able to easily make calls and easily leave notes and schedule reminders:
• One click schedule reminders to make a phone call in the future, enabling reminders can appear which can dial the contact with a single click on the phone number.
o Presently, setting up a reminder for making a call can be set up as a consequence of making several button pushes and does not to be particularly easy to do.
When we set up a reminder to make a call in the future and the reminder does appear, the system opens a window and the user is prompted to open the relevant board (it does so and then opens the contact, so that I can click on a phone number to dial). We can live with this if this is too hard to change.
• Automated prompt to leave notes, or a single shortcut key press to leave notes:
o When I click on a phone number of a contact, the system dials the contact using our existing integrated telephone system (Webex) and this works well
o However, once a number is clicked, there is no prompt to leave details of the call, or to set up a reminder.
Upon clicking on a phone number, I would like the system to automatically prompt me to leave a note detailing the results of the call, once it registers that I have clicked on a telephone number.
If this is not possible to do easily, then we would like a single keyboard shortcut to leave notes of the call.
• This can be by leaving new call summary note, or adding to the Comments of the contact.
This should also give further options so that:
• If the call is unsuccessful, then the system can offer some options of when to retry the contact, without me having to manually set up a future call to make with time and date and then set up a reminder.
• I would like the system to be programmable to present an option to:
o Retry in one hour.
o Retry tomorrow (next working day for the user) at 10am.
Upon clicking the telephone number, the system should capture that we attempted to call the client.
• The system claims that it can achieve much of the above functionality if we install and use the Aircall App, however since we already have a Webex system which is installed into everyone’s PCs, I am keen to avoid this added complication and cost.