Inspiration

Working with CRM for over 10 years, we know how important it is to have all of your data connections in one simple place to view. What better way to do this than to develop the traditional layout of a CRM into a dashboard widget.

What it does

eCRM makes monday.com even more powerful and multifaceted by allowing you to manage customer interactions and sales from your account. eCRM easily tracks deals, interactions, and prospects all from a dashboard.

Improve existing relationships and acquire new customers sooner. Our easy-to-use tool is available as an app widget to be used with our eCRM template folder.

  • Free for use on any monday.com account
  • Leads, Accounts, Contacts, and deals are all managed in one space
  • Tasks, meetings, calls, and communication is tracked seamlessly
  • Configurable templated boards to set up your widge
  • Fully Integrated with monday.com framework
  • Compatible with other Eligeo monday.com apps such as eQuotes or eDigitial Signatures

How we built it

We used monday.com sdks and vue.js to build this.

Challenges we ran into

We had to sort out all the different types of columns user can have in their board and how we can update those column using monday.com API. Connecting different boards with each other to make a seamless CRM process was challenging as well.

Accomplishments that we're proud of

We are really proud that our app supports all the columns supported by monday.com API. Also connecting records with different boards to make a "parent" record and task for that record relationship.

What we learned

We learned a lot about monday.com API and its limitations in certain types of columns.

What's next for eCRM

Direct integration with other Eligeo apps. Adding the capability to send text and emails right from the eCRM app.

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