Services

Clicks CRM Connections

WhatsApp, Messenger and email — wired into one monday board.

Residents and customers already message on WhatsApp or Messenger. CRM Connections turns each conversation into a board item: owner, status, history and metrics — without separate inboxes.

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See how it works

CRM Connections

Resident request · Hazait St.

Status: In progress · Linked to board

Pick a channel — the thread updates live.

Who it is for

Municipalities, nonprofits and service teams taking digital-channel requests who want one place to track them.

What usually breaks today

  • WhatsApp chats never make it into the CRM.

  • No routing by topic or department.

  • Managers cannot see open volume per channel.

What you get

  • WhatsApp Business

    Inbound messages → items with owner and status.

  • Meta Messenger

    Page or bot leads — straight into a queue.

  • Smart email

    Rules by topic or department — no separate inboxes.

  • Metrics

    Response time, load and closures per channel.

Examples from the field

  • Resident request

    WhatsApp → route to department → track to close.

  • Nonprofit lead

    Campaign Messenger → nurture on one board.

How we work with it

  1. Channels

    Accounts, templates and routing.

  2. Board wiring

    Fields, statuses and automations.

  3. Team training

    Staff respond from monday.

From the field

  • Social & education nonprofit

    One CRM 360 — a whole service year, running in a click

    A large education org ran its service year on spreadsheets, scattered forms and manual handoffs between teams. We built one operating ecosystem on monday.com: candidate intake, placement, mentorship tracking and reporting — with process design before build and communication channels wired to the board.

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  • Regional cluster

    From one board — catalog, business services and every channel

    A regional program supporting small and mid-sized businesses needed its public site, CRM and field teams aligned. We connected a digital catalog, SLA-driven customer journeys, WhatsApp and phone flows, and rollout to local authorities — without manual copy between systems.

    Read the story

Works well with

Want to see this on your process?

A short discovery call: map your setup, see a relevant demo, and a realistic rollout plan.

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