Introduction
Businesses need systems that can keep up with the demand for agility, precision, and customer-centred workflows. This is where Omnitas’ customisable CRM built on monday.com comes in. It’s a solution tailored not only to streamline your sales processes but to centralise information, enhance communication, and boost overall productivity. If your team is tired of chaotic, disconnected tools that slow them down and lead to missed opportunities, this customisable CRM offers a fully integrated approach to managing every stage of your sales cycle. From lead generation and qualification to project handoff after a closed deal, Omnitas’ CRM solution adapts to your unique needs, making it a true asset for sales and project teams alike.
The power of a customisable CRM lies in its ability to grow and evolve alongside your business. We have harnessed the versatility of monday.com’s Work OS to build a CRM that supports flexibility and scalability. Our CRM solution allows for tailored workflows, real-time updates, and automation capabilities. These make complex processes easy to manage, eliminating silos and unnecessary manual tasks. For businesses committed to optimising their sales pipeline and maximising ROI, this customisable CRM is your next must-have tool.
In this blog, we’ll explore how our customisable CRM addresses common challenges in sales workflows. Additionally, we’ll explore the key features that make it a game-changer for teams looking to simplify operations, improve client interactions, and create seamless handoffs from sales to project management.
Why Your Business Needs a Streamlined CRM
Sales teams today are often bogged down by scattered information, redundant manual tasks, and a lack of unified processes. All of which contribute to missed opportunities and reduced team efficiency. An effective, customisable CRM can be the answer to these challenges. It enables businesses to centralise data, automate repetitive tasks, and build workflows that match their specific sales processes. Let’s explore the story of Steve, a diligent sales rep juggling sticky notes, endless tabs, and scattered data. In his case, we see how critical it is to have a centralised system that provides clear structure and organisation.
Omnitas’ customisable CRM built on monday.com is designed with these needs in mind. It ensures that every piece of information and each customer interaction is easy to access, track, and optimise.
Sales Workflow Challenges
-
Unstructured Data
-
Manual Data Entry
-
Poor Communication & Follow-Up
Common Challenges in Sales Workflows
For sales reps like Steve, common workflow issues can quickly pile up, creating bottlenecks and missed details. Many businesses struggle with:
- Unstructured Data: Without a centralised CRM, sales reps often rely on personal reminders, sticky notes, or disparate tools to manage their day-to-day activities. This lack of structure leads to information silos and the loss of valuable customer insights.
- Manual Data Entry: Inputting client data and updating records is a time-consuming process that opens the door to human error. Even with dedicated time, manual entry often misses crucial details, leading to an incomplete view of customer information.
- Poor Communication and Follow-up: When information is scattered, team members may miss out on key updates. In turn, this leads to duplicated efforts, missed follow-ups, and disjointed customer experiences.
With Omnitas’ customisable CRM, these common pain points are turned into opportunities for improvement. The CRM enable teams to access all necessary information from one platform, streamline follow-up processes, and maintain a consistent and personalised approach to client interactions.
How a Customisable CRM Changes the Game
When a CRM adapts to your workflows rather than forcing your team to adapt to it, it changes how you approach sales entirely. A customisable CRM allows businesses to align their CRM functionalities with their unique sales processes. As a result, this creates a smoother and more intuitive sales journey.
- Centralised Data Management: All essential data is stored in one accessible location. This removes silos and keeps every team member aligned. With mandatory fields and auto-population options, data entry becomes streamlined and accurate. In turn, this means that teams can focus on client engagement instead of data maintenance.
- Automation and Efficiency: By automating repetitive tasks like data entry, notifications, and follow-ups, a customisable CRM reduces manual workloads and eliminates missed details. Automated workflows can guide sales reps through each stage of the sales cycle, ensuring that no step is overlooked.
- Enhanced Team Communication: With information updated in real-time, everyone from sales to support and project management has visibility into the current status of any deal. This transparency not only strengthens team collaboration but also leads to a cohesive experience for the client.
By addressing these challenges head-on, our CRM provides the flexibility, efficiency, and clarity needed to transform sales workflows. This makes it a must-have for businesses looking to scale operations and maintain customer satisfaction at every stage of the sales cycle.
Key Features of Omnitas’ CRM Solution
Omnitas’ customisable CRM on monday.com is built to simplify every stage of the sales process, from lead capture to closing and beyond. With a comprehensive suite of features, our CRM is designed to address specific pain points that sales teams face daily. Here’s a deep dive into the standout functionalities that make this customisable CRM the ideal solution for sales-driven organisations.
Lead Management and Data Enrichment
One of the essential features of any customisable CRM is efficient lead management. In our solution, lead capture and data enrichment have been streamlined to eliminate tedious manual entry and ensure accuracy at every step.
- OmniEnricher: With the OmniEnricher add-on, transferring lead details into the CRM is as easy as a single click. This means that information from company databases can be instantly populated in the CRM. As a result, this significantly reduces the chance of error and saves time for sales reps.
- Mandatory Fields: Our customisable CRM enforces mandatory fields, ensuring that every lead is complete and accurate. Sales reps won’t have to rely on memory or notes to keep track of critical details. Instead, the CRM guarantees that essential information is logged from the start, making every lead a valuable, actionable entry.
With automated data capture and mandatory fields, lead management becomes a smooth, efficient process that positions your team for success from the moment a lead is identified.
Effortless Outreach with AI-Powered Assistance
A powerful feature of our CRM is its AI-driven Outreach Helper add-on. This add-on enables sales reps to engage leads effectively without leaving the CRM platform. By pulling insights from multiple sources, this tool creates personalised and impactful messages in moments.
- OutreachHelper: Our Outreach Helper is a time-saving AI add-on that gathers insights from sources like company websites and LinkedIn profiles. Sales reps receive instant support drafting emails tailored to each lead, making outreach faster and more relevant.
- Seamless Integration: Operating entirely within the CRM, the Outreach Helper eliminates the need for external tools or platforms. With this feature, sales reps can connect with potential clients in a way that feels personalised, informed, and efficient.
This AI-powered assistance empowers your team to connect with leads in a more strategic way. As a result, it’ll drive engagement and create a better client experience.
Streamlined Qualification and Organisation of Leads
Once a lead expresses interest, the CRM automatically takes over, creating structured data points that guide the sales process. This customisable CRM keeps everyone on the same page, allowing for seamless collaboration across departments.
- Automatic Card Creation: When a lead is qualified, our customisable CRM generates a Contact and Company card. These automatically sync information across relevant boards. This ensures that every team member has access to updated details, reducing miscommunications and keeping progress transparent.
- Real-Time Syncing: With information automatically updated in real-time, sales and support teams can stay aligned on each lead’s status. This capability simplifies the handoff from lead qualification to active engagement, providing a clear, structured path for every client.
By standardising qualification and keeping information consistent, this customisable CRM minimises the chance of oversight and optimises the sales workflow.
Want to get more insights into ways to improve your sales workflows? Subscribe to our monthly newsletter below!
Managing Opportunities and Preventing Stagnation
A truly effective customisable CRM not only supports lead generation and qualification but also guides sales teams through each stage of the opportunity pipeline. Omnitas’ CRM on monday.com provides tools that empower your team to keep deals moving forward, prevent stagnation, and ensure that no valuable opportunity is left unattended. Let’s take a closer look at how our CRM manages opportunities for maximum impact.
Complete Activity Logging
Tracking every interaction in the sales process is essential for building strong client relationships and making informed decisions. With our CRM, every touchpoint, from the first call to the final email, is meticulously logged. This allows the entire sales team to view the complete history of each opportunity, so everyone knows exactly where they stand.
- Centralised Logging: Our customisable CRM centralises activity tracking, capturing calls, emails, meetings, and notes in one easily accessible place. This prevents any critical details from slipping through the cracks and ensures that client communications are transparent and organised.
- Visibility Across the Team: By logging every interaction, team members can seamlessly pick up where others left off. As a result, this allows for true collaboration. This capability is particularly useful when a team member is unavailable or when several people are working on a single account. It eliminates redundancy and promotes a cohesive client experience.
With Omnitas’ CRM, the entire sales team has a clear view of each opportunity’s status and history. In turn, this makes it easier to maintain continuity and professionalism with every client interaction.
Notifications for Stagnant Deals
One of the critical features in our customisable CRM is its proactive notification system. This system alerts team members to opportunities that may be slipping through the cracks. By setting automatic alerts for stagnant deals, our CRM helps your team stay engaged and keeps deals from stalling.
- Automatic Reminders: Our customisable CRM is designed to notify sales reps if an opportunity has not advanced within a certain timeframe. This feature reduces the risk of deals going stale, ensuring that all opportunities remain top of mind.
- Preventing Missed Opportunities: The notification system makes it easy to identify and address opportunities that require follow-up. As a result, this helps sales reps act quickly to re-engage clients or address potential roadblocks. This proactive approach minimises lost revenue and ensures that every lead is given the attention it deserves.
By prompting action on stagnant deals, this customisable CRM supports a more consistent sales pipeline. As a result, this drives higher conversion rates and reduces bottlenecks.
Quick Contract Generation and E-signing Integration
As opportunities progress towards closing, our customisable CRM makes it easy to finalise deals by integrating contract generation and e-signature capabilities. This feature allows sales reps to close deals faster and with less administrative hassle, improving efficiency and client satisfaction.
- One-Click Contract Generation: With just a single click, sales reps can generate customised contracts directly from the CRM. This functionality is built to accommodate unique client terms and requirements. In turn, this ensures that each contract is tailored to fit the specific deal.
- Built-In E-Signing: The CRM also integrates with e-signature technology, allowing clients to sign contracts digitally without needing additional software. This streamlined approach reduces back-and-forth and helps close deals in real time. As a result, this creates a seamless experience for clients and reps alike.
By integrating contract generation and e-signing within the CRM, our solution saves time, reduces administrative workload, and accelerates the deal-closing process.
Want to learn how we can incorporate e-signing into your CRM workflow? Book a free consultation with us today!
Post-Deal Automation and Project Kick-Off
Closing a deal is just the beginning of a successful client relationship. With Omnitas’ customisable CRM on monday.com, the post-deal phase is seamlessly automated. It ensures that projects begin without delay and that handoffs are smooth and efficient, and stay within the same platform. This feature is ideal for businesses looking to bridge the gap between sales and project management. It creates a cohesive experience from the moment a deal is signed.
Seamless Handoff from Sales to Project Management
Once a deal is closed, the next challenge is transferring all relevant information to the project team to initiate delivery. With Omnitas’ customisable CRM, this process is fully automated, eliminating any risk of miscommunication or lost data.
- Automatic Project Creation: Upon deal closure, our customisable CRM automatically generates a new project within the system, complete with tasks and responsibilities assigned to the appropriate team members. This automation saves time and ensures that no detail from the sales process is overlooked in the project phase.
- Data Transfer Across Teams: Essential client data—from contract details to specific client requirements—is transferred directly into the project management board. This provides the team with all necessary insights to begin the project. This seamless data transfer is one of the core advantages of using a customisable CRM within monday.com.
- Automatic Notifications to Relevant Departments: To keep everyone aligned, the CRM also notifies all involved teams of the project kick-off. This real-time communication eliminates any need for manual handoffs or follow-up emails. It allows teams to focus on executing their roles effectively from the start.
With Omnitas’ customisable CRM, the transition from sales to project management is smooth and reliable. It sets the foundation for a successful client experience. By automating project creation and data transfer, this CRM ensures that your team is ready to hit the ground running, every time.
Additional Features that Enhance Efficiency
Our CRM is packed with advanced features designed to streamline workflows and make every aspect of sales management more efficient. Beyond the core functions of lead management, opportunity tracking, and project kick-off, this CRM includes several additional tools that enhance productivity and help sales teams operate smoothly and effectively. Here’s a closer look at some of these powerful features.
Discount Approval Workflows for Profit Protection
Discount approvals can be a critical step in the sales process. This is particularly true for businesses looking to maintain profit margins while meeting client expectations. Omnitas’ customisable CRM has approval workflows that ensure discounts are applied strategically and with the necessary oversight.
- Automated Approval Requests: With this customisable CRM, discount requests trigger automated approval processes that notify the appropriate managers for review. This ensures that discounts are given thoughtfully and align with the company’s profit goals.
- Transparency and Control: By embedding discount workflows directly within the CRM, sales managers maintain visibility over discount levels. Additionally, they can approve, adjust, or deny discounts based on each deal’s specifics. This helps balance customer satisfaction with revenue protection.
Through automated workflows, this customisable CRM supports strategic decision-making while safeguarding profits, keeping discounting consistent and controlled across the organisation.
Real-Time Currency Conversion
For global teams or companies working with clients in multiple currencies, currency management can be a significant challenge. Omnitas’ customisable CRM incorporates a real-time currency converter that makes multi-currency transactions seamless and straightforward.
- Automatic Conversion Updates: With a currency converter add-on built by us, this customisable CRM automatically updates exchange rates, providing accurate pricing in the client’s preferred currency. This feature reduces errors and the time spent manually calculating conversions.
- Improved Client Communication: Sales reps can now confidently discuss pricing with international clients, as the CRM provides up-to-date figures for each currency. This transparency fosters trust and simplifies the quoting process, particularly in fast-moving markets.
With real-time currency conversion, our CRM eliminates the hassle of multi-currency pricing. This makes it easier for sales teams to work with clients worldwide.
Meeting Assistant for Comprehensive Meeting Summaries and Follow-Up Actions
Managing post-meeting tasks and follow-ups is essential for building strong client relationships and ensuring accountability within sales teams. We’ve built a Meeting Assistant add-on designed to streamline this process by providing automated transcriptions, summaries, and actionable insights, helping teams stay organised and focused on what matters most.
- Multilingual Transcriptions and Summaries: The Meeting Assistant transcribes meetings in any preferred language, automatically creating a concise summary. This feature ensures that all key discussion points are documented, making it easy for sales reps to review and share meeting content without spending extra time on note-taking.
- Automated Action Points for Effective Follow-Up: In addition to transcriptions, the Meeting Assistant identifies action points directly from the meeting discussion, creating a clear list of post-meeting tasks. This helps sales reps stay on top of follow-ups and maintain momentum with clients by ensuring that nothing is overlooked.
With its transcription, summarisation, and follow-up capabilities, the Meeting Assistant supports teams in managing client interactions thoroughly and efficiently, making every meeting count.
Real-Time Reporting for Strategic Insights
In a fast-paced sales environment, data-driven decision-making is crucial to keep performance on track and ensure that team goals align with organisational objectives. Our customisable CRM on monday.com provides advanced real-time reporting tools that empower sales leaders to monitor progress, assess team performance, and identify areas for improvement. With these insights at their fingertips, teams can make informed decisions that drive growth and refine strategy.
Performance Tracking with Customisable Dashboards
Every sales team operates differently, which is why our CRM includes adaptable dashboards that allow you to track key metrics tailored to your business needs. From individual performance to overall pipeline health, these dashboards provide a clear view of all critical data points in real-time.
- Personalised Dashboards for Every Role: The CRM offers role-specific dashboards that display relevant metrics for each team member. Sales reps can track their personal targets, managers can review team performance, and executives can monitor organisational progress—ensuring everyone has access to the data that matters to them.
- Instant Updates and Real-Time Insights: With instant data syncing, the dashboards reflect live updates from all sales activities. This enables teams to act quickly on trends, opportunities, or bottlenecks, making it easier to stay agile and responsive in dynamic sales environments.
By providing flexible, real-time data visualisation, the CRM ensures that every team member is empowered with insights to help them achieve their goals and support broader company objectives.
Comprehensive Sales Pipeline Analysis
Understanding the health of your sales pipeline is critical to achieving sustainable growth. Our CRM provides detailed analytics on pipeline progression, enabling teams to assess where deals stand, forecast revenue, and identify potential areas for improvement.
- Pipeline Stage Analysis: The CRM tracks every stage of the sales pipeline, allowing sales leaders to analyse where deals are progressing smoothly and where they may be getting stuck. This level of insight helps teams adjust strategies to keep the pipeline flowing effectively.
- Revenue Forecasting Tools: With integrated forecasting tools, teams can project revenue based on the status of deals within the pipeline. This feature gives leaders a realistic outlook on upcoming sales, enabling them to make proactive decisions that align with financial goals.
By delivering robust pipeline analytics, our CRM equips teams with the knowledge they need to refine their approach, stay proactive, and focus on the most promising opportunities.
Book a free consultation with our team to discover how Omnitas’ customisable CRM can provide deeper insights into your pipeline, helping you identify key trends, spot potential bottlenecks, and optimise every stage of the sales cycle. Together, we’ll design a solution that gives your team the clarity and tools needed for smarter, data-driven decisions. Let’s take your pipeline management to the next level—schedule your free consultation today!
Experience Stress-Free Sales and Organised Workflows
One of the greatest advantages of this CRM is its ability to transform a chaotic sales environment into an organised, efficient, and stress-free system. By centralising data, automating routine tasks, and offering tools that support team collaboration and accountability, this CRM allows sales teams to focus on what matters most: building relationships and closing deals. Let’s revisit how our CRM simplifies workflows and reduces stress at every stage of the sales process.
Enhanced Collaboration Across Teams
Effective sales often involve collaboration beyond just the sales department. Our CRM on monday.com facilitates cross-departmental collaboration. This ensures that sales, support, and project management teams stay aligned on client needs and next steps.
- Centralised Information for Cross-Team Visibility: With a single source of truth for all client data, team members from different departments can access the same up-to-date information. This improves communication and ensures that everyone, from account managers to support staff, has the insights they need to provide a consistent client experience.
- Real-Time Updates and Team Notifications: The CRM’s real-time updating capabilities keep everyone informed as changes occur. Notifications can be customised for each department, ensuring that relevant updates are shared with the right teams at the right time. This fosters a collaborative environment where everyone is in sync with the client’s journey.
By enabling seamless collaboration, the CRM helps teams work together to achieve client goals, creating a unified approach to sales and service.
Focus on High-Value Client Interactions
With routine tasks and data management handled by the CRM, sales reps can dedicate more time to high-value client interactions. The CRM is built to support a client-first approach by automating repetitive tasks and ensuring that all critical client information is readily available.
- Automated Workflows Free Up Time: From data entry to follow-up reminders, the CRM automates repetitive processes, giving sales reps more time to focus on personalised outreach and client meetings. This helps your team build stronger relationships and increases the likelihood of successful deal closures.
- Instant Access to Client Insights: With a few clicks, reps can review past interactions, current deal status, and any upcoming tasks, allowing them to engage clients with confidence and precision. This level of preparation and responsiveness creates a positive client experience, setting your team apart in competitive markets.
Our customisable CRM ensures that sales teams spend less time on admin and more time building relationships and nurturing clients, creating a meaningful impact on both sales and client satisfaction.
Ready to Transform Your Sales Process?
If your team is ready to move beyond outdated tools and scattered workflows, it’s time to explore how a customisable CRM can elevate your sales process. Our solution on monday.com is designed with flexibility and efficiency in mind, adapting to your unique sales cycle and providing tools to support every stage, from lead management and opportunity tracking to real-time reporting and post-deal automation.
By implementing our CRM, your team can streamline daily tasks, foster better collaboration across departments, and focus more on building meaningful client relationships. With automated workflows, powerful reporting, and a centralised data platform, your sales team will not only work more efficiently but also enjoy a stress-free, organised environment that encourages high performance.
Are you ready to experience the benefits of an advanced, customisable CRM tailored to your business? Discover how our CRM solution on monday.com can transform your sales process, improve client satisfaction, and support your growth goals. Book a free consultation with us below to see how this CRM can transform your sales processes!
If you found this blog post useful, make sure to sign up for our monthly newsletter below. Stay in the loop regarding all things business efficiency and automation!
