Is your team and CRM doing what the documentation says it does?
A US elevator manufacturer and field service company moved onto monday.com from an old CRM. Their documentation said 14 or 15 automations were running. Before building anything I audited the account: four days,...
The trips ran daily. The invoicing ran monthly. Nobody calls that a problem, it is just how billing works.
At The Joshua Agency it took 30+ days to get from a completed trip to a cleared invoice. They run wheelchair, stretcher and sedan trips as a non-emergency medical transport...
Does someone on your team lose a day or two building the sales report every week or month?
That was the starting point at Mokobara, the premium travel brand. Pulling sales across all their stores, checking returns, reconciling the numbers and emailing each manager took 1 to 2...