Modern CRM Confessions Episode 2: Built in a Week. $5K Saved. Countless Hours Back.
Автор: OrangeDot
Загружено: 2026-01-15
Просмотров: 2
In Episode 2: Customer Proof – How monday CRM simplified our workflow, Julia from OrangeDot sits down with Tam from Old Pros for a candid conversation about what really changed when their team stopped juggling disconnected tools and moved into one connected CRM system.
This episode is a real customer story focused on how Old Pros:
• Replaced multiple tools with a single, connected monday CRM workflow
• Gained visibility across donations, content production, and operations
• Reduced manual work, confusion, and spreadsheet dependency
• Built calm and structure without sacrificing flexibility
Rather than forcing their team to fit a rigid CRM, Old Pros redesigned their system around how they actually work — and the impact shows.
If you’re part of a growing organization feeling buried under too many tools, messy handoffs, or a “fancy” CRM that still sends you back to spreadsheets, this story will feel familiar.
That’s what happens when you stop forcing your team to fit the tool — and finally find one built for how you actually work.
👉 Book your FREE CRM consult
https://book.avoma.com/orangedot/jen/...
👉 Learn more about simplifying your CRM with monday CRM
https://www.orangedotdigital.com/solu...
Next up in the series, we’ll unpack why so many teams invest in complex CRMs only to end up right back at square one — and what to do instead.
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