Why the world of finance chooses to use monday.com

The financial world is fast. There’s a lot going on every day, from chasing deals to meeting clients and managing accounts – to name a few. How do they keep everyone happy?

An efficient process with powerful CRM software will ensure that you and your team do not miss the ball.

What is CRM software?

Customer Relationship Management (CRM) software enables banking professionals and others in the financial industry to improve customer relationships while effectively managing their workflow. From managing leads to account management, and with everything in between, CRM software gives you the power to do more – and in less time.

Finance is a specialist and you need CRM software that can be customised to suit your needs. You need Monday.com.

With Monday.com you can analyse and track data, learn from your company – and your clients’ behaviour – and improve customized offerings. Other benefits include:

• Improved data management

• Better customer service

• Better cooperation

• Automated tasks


Sign up to monday.com South Africa  – Activation or Trial Link and track time with monday.com South Africa.

Interested in uncovering CRM with monday.com then hit the link below and start your monday.com journey, partnering with Syscor all the way.

Syscor monday.com trial and activation

Signing up to monday.com in South Africa and Africa

Book a call for monday.com Pro Services in South Africa and Africa

Once you have an active account Syscor can assist with a full consulting and professional services stack, including:

  • Process design
  • Workflow design
  • Workspace builds
  • Board builds
  • Customisation
  • App integration
  • Installs
  • Training
  • Support

Syscor is a sales, installation, and support partner to monday.com, having completed many successful projects on monday.com.  Thus making us very experienced.  Syscor has clients that range from Tanzanian Banks to small manufacturing businesses in South Africa, for instance. Our reach is completely continental.

Syscor’s Consulting team are all qualified to deliver a full installation and support offering, meaning we offer turn-key services.  We will gladly share any referrals, in order to give you peace of mind. So you can embark on your monday.com journey, with confidence.

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