CompanyHub is a Fully Customizable CRM: Normally when CRMs say they are customizable, they just let you store some fields. CompanyHub goes way beyond that. You can also create custom tables to store any kind of data like Projects, Payments, Schools, Properties, Courses etc. Records from different tables can be associated. You can change the labels (like change ‘Company’ to ‘Hospital’), filter records by any criteria, change columns and do report on any table/field.
Email Automation
Salespeople spend lot of time on email. CompanyHub gives them everything they need to be more productive. Email Sync automatically updates the conversation with leads. No need to BCC/copy paste. Team can see all conversation at 1 place. Bulk mail helps reach more leads in clicks. Email tracking shows who opened which mail and which links they clicked. Email can be scheduled. Sending an important mail? You can also request a reminder, in case you don’t get a reply. There is also a Gmail plugin to track any mail sent from Gmail.
Followup Suggestions
CompanyHub tracks your conversations with your leads. You can mark them as very hot /hot/cold/ warm in 1 click using hotness meter. Accordingly whenever there is lack of conversation, you get followup reminder. You can also set followup date yourself.
monday.com, an award-winning project management tool, helps teams plan together efficiently and execute projects that deliver results on time. Its ease of use and flexibility means fast onboarding for your team and the ability to manage your work your way. With powerful productivity features such as time tracking, automated notifications, customizable workflows, dependencies, timeline views and integrations, your team can achieve better and faster results for every project milestone.
It's a great tool for planning tasks conveniently. It's pretty straightforward to use, which is a big plus. You can tweak it to fit your own way of doing things, which is handy.
When we needed a tool large enough to support ongoing marketing projects, Monday was the best solution that was trialled in comparison to other alternative platforms that didn't scale as well with our needs.
Based on our record, monday.com seems to be more popular. It has been mentiond 335 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
Some tools that I would use to stay organized include Jira, monday.com, Notion, or Trello. Each has its own advantages. Personally, I use monday dev. It lets you keep track of all your projects and tasks in one place and collaborate with your team in real time. - Source: dev.to / 4 months ago
With the newer, online work management tools that have project management features (ClickUp, Monday.com, etc.), several have free versions and you have the ability to create a custom field that you can use for the assignee, ignoring the built-in field that requires a licensed user or guest. Source: 5 months ago
Use this space to easily get started with all the basic things you need to know about monday.com: https://www.mondayspaces.com/spaces/monday-com-implementation-guide. Source: 5 months ago
I'm thinking about using small to medium group projects in my classroom to teach students the basics of project management (breaking big tasks into smaller ones, assigning roles, identifying dependencies, estimating effort/duration, tracking progress, etc.) I can do it using google sheets, but I was curious if anyone here has leveraged online tools like monday.com, Asana, Trello, etc. In the educational space. Source: 5 months ago
I've made my life a LOT easier by starting an organized task list - I used monday.com but you can use whatever works best for you. I categorized things by small, medium and large projects, and low-med-high priorities. Source: 5 months ago
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