Ditch the Chaos: How to Choose a CRM That Actually Works
Key Takeaways and Recording On-Demand of Our monday.com User Group Session
When your CRM slows your team down instead of speeding them up, something needs to change.
Outdated, rigid systems – or worse, spreadsheets – leave teams frustrated, bogged down with admin, and disconnected from customers. It’s a challenge we see all too often.
monday CRM was built to solve these problems, offering a flexible, user-friendly solution that adapts to how teams actually work. That’s why our April monday.com User Group, “Ditch the Chaos: How to Choose a CRM That Actually Works,” focused entirely on exploring monday CRM’s capabilities, and how it helps businesses sell, market, and engage smarter. In the session, Amy McLaughlin, Customer Success Manager at Provident CRM, and Shauna Riordan, Solutions Consultant at Provident CRM, shared their real-world experience supporting teams through CRM transitions, and we were also thrilled to welcome Gabriela Weingartner, Senior CRM Partnerships Manager at monday.com, who provided a special look at the future of monday CRM.
If you couldn’t attend live or simply want a recap, check out some of our key takeaways below.
What Did We Cover in This Session?
1. Common CRM frustrations with traditional or rigid CRMs
We covered some of the biggest real-life challenges teams face with outdated CRMs:
Why teams working in silos create disjointed handoffs and duplicate work
The hidden costs of complex implementation and customisation
How poor user adoption prevents you from realising true value
2. What to look for in a new CRM (with a live demo of monday CRM)
Our experts walked through a live demo of monday CRM, showing what to prioritise when choosing a new system:
Scalability and flexibility to grow with your business.
See how monday.com grows with your business, whether you have 5 or 500 team members.
Customise statuses, columns, and boards to match your existing business processes.
Automations & AI to work smarter, not harder.
Watch a live demo of automated lead qualification that instantly creates linked opportunities and contacts.
Generate personalised emails with AI assistance in seconds.
Seamless integrations with your existing tools.
monday CRM enables powerful integrations and open APIs to ensure full tech-stack connectivity.
A user-friendly interface that your sales team actually wants to use.
Dashboards bring together multiple teams and data sources into one view.
Custom fields, regions, and workflows adapt to your business — not the other way around.
3. CRM for marketing and customer engagement – what’s on the roadmap
Guest speaker Gabriela Weingartner from monday.com gave an exclusive preview of what’s coming next for monday CRM:
New communication channels coming soon: Microsoft Teams, SMS, and WhatsApp integration
Advanced AI features for sales forecasting, lead scoring, outreach personalisation, and deal health prediction
Email marketing campaigns with drag-and-drop builders, deep CRM integration and insights
4. The biggest CRM mistakes to avoid
Skipping training and change management
Choosing a CRM that doesn’t reflect your real needs
Not integrating with your existing tools
Failing to plan for adoption and long-term scalability
Watch the full recording
Missed the live session? Watch the full recording on-demand via the link below.
One final takeaway from the session: the right CRM doesn’t just track your work – it transforms the way you work. When your system is easy, intuitive, and aligned to your goals, real growth happens.
