The SaaS JEDI

A well-structured quote or invoice doesn’t just reflect professionalism—it speeds up approvals and ensures you get paid on time. Customisation is key to aligning your financial documents with your brand and business needs. 💡 Pro Tips: ✔ Use templates – Save time by setting up pre-designed invoice and quote templates tailored to your business. ✔ Automate calculations – Reduce human error by setting up automated tax, discount, and pricing adjustments. ✔ Include clear payment terms – Avoid payment delays by specifying due dates, accepted payment methods, and late fees. Join our upcoming webinar to see it in action! Learn how to customise invoices and streamline your workflow like a pro with monday.com (link in comments)

Excited to be hosting our new webinar. Make sure to attend it on March 6. Please register with the link (also in the comments)

Running a business today means wearing multiple hats—managing sales, marketing, projects, customer support, and more. But let’s be honest: keeping everything organized can feel like a never-ending struggle. Spreadsheets get messy, emails pile up, and tasks slip through the cracks. Sound familiar? That’s where monday CRM comes in. It’s not just another software—it’s a smarter way to work. Whether you’re chasing leads, launching marketing campaigns, or streamlining team collaboration, monday CRM helps you automate the busywork, keep everything in one place, and focus on what really matters—growing your business. In this guide, we’ll break down exactly how monday CRM can help different teams work more efficiently, automate repetitive tasks, and make data-driven decisions—so you can finally ditch the chaos and get back to what you do best.

🔄 Disconnected systems are costing your business more than you realise. ❌ Too many manual tasks – endless data entry and duplication ❌ Scattered information – valuable data trapped in disconnected tools ❌ Slow, frustrating reporting – spending hours just to find key insights ❌ Tech overwhelm – too many tools, too little integration When systems don’t talk to each other, your business slows down. At The SaaS JEDI, we integrate your tools, automate workflows, and simplify reporting. Our Integration & Reporting service ensures: ✅ Automated workflows that eliminate manual, repetitive tasks ✅ Seamless system integrations so your data flows effortlessly ✅ Smart reporting that provides real-time insights, no more spreadsheet chaos ✅ Scalability & efficiency to help your team focus on real work, not admin 🔹 How we do it: 1️⃣ Discover – We assess your current tech stack and workflows 2️⃣ Present – We map inefficiencies and propose smarter solutions 3️⃣ Integrate – We implement tailored automations for your business 4️⃣ Support – We ensure everything runs smoothly over time 💡 Business growth requires smarter systems. Automate, integrate, and take control of your data today. 🚀 Let’s chat about how to streamline your operations with SaaS JEDI https://lnkd.in/dkCjhrxN

🚀 Now Live: Sequences Column in Monday CRM! Managing your sales pipeline just got easier! The new Enrolled Sequences column is now available in your CRM board, giving you full visibility of where each lead stands in your outreach sequences—without leaving your workflow. 🔹 Stay in control – Track lead progress directly from your board view. 🔹 Never lose a lead – Know exactly which sequence a prospect is in. 🔹 Boost efficiency – Eliminate guesswork and streamline follow-ups. Who is this for? This update is perfect for SDRs, BDRs, and sales reps managing sequences. Use cases: ✅ Sales lead nurturing ✅ Follow-up sequences for inactive leads ✅ Sales outreach campaigns With this update, your team can keep outreach efforts structured, timely, and more effective than ever. 💡 Start using it today!

Managing quotes and invoices just got smarter, faster, and more efficient with monday.com’s latest update. Join us for a free live webinar, where we’ll give you an in-depth look at the new Quotes & Invoices Module and how it can simplify your financial workflows. 📌 Here’s what we’ll cover: ✅ Creating & Customising Templates – Ensure consistency and professionalism. ✅ Seamless Integration with CRM Boards – Keep sales and finance aligned. ✅ Managing & Tracking Quotes & Invoices – Stay on top of approvals, payments, and reporting. ✅ Key Benefits & Use Cases – Discover how this feature can save time, reduce admin, and improve accuracy. If you’re looking for a smarter way to manage financial processes, this session is for you! See you there. #MondayDotCom #Webinar #Efficiency #QuotesAndInvoices #SaaSJedi

No more switching between tabs or manual data entry! The new monday.com CRM Chrome Extension lets sales reps and managers: ✅ Capture leads directly from Gmail, Calendar, and LinkedIn ✅ Auto-log emails and track opens for seamless follow-ups ✅ Manage your pipeline on the go without opening the full CRM This extension is all about saving time, improving workflows, and centralizing data—so you can focus on closing deals instead of managing admin work. 🔜 Gradual release now rolling out! #MondayCRM #SalesEfficiency #LeadManagement #CRM #Automation

Exciting Webinar Alert: Master monday.com’s New Quotes & Invoices Module! Managing quotes and invoices just got smarter, faster, and more efficient with monday.com’s latest update. Join us for a free live webinar, where we’ll give you an in-depth look at the new Quotes & Invoices Module and how it can simplify your financial workflows. 📌 Here’s what we’ll cover: ✅ Creating & Customising Templates – Ensure consistency and professionalism. ✅ Seamless Integration with CRM Boards – Keep sales and finance aligned. ✅ Managing & Tracking Quotes & Invoices – Stay on top of approvals, payments, and reporting. ✅ Key Benefits & Use Cases – Discover how this feature can save time, reduce admin, and improve accuracy. 📅 Date: 6 March ⏰ Time: 1pm GMT 🔗 https://lnkd.in/dwV-aWpF If you’re looking for a smarter way to manage financial processes, this session is for you! See you there. #FinanceManagement #MondayDotCom #Webinar #Efficiency #QuotesAndInvoices #SaaSJedi

Optimised Resource Management at Scale! Managing your organisation’s resources just got smarter with monday.com Work Management’s new Resource Directory. 🔍 What’s New? ✅ Centralised view of all resource attributes—job roles, skills, teams, and locations ✅ Quick filtering for workload and resource planning across multiple projects ✅ Streamlined permissions—admins can assign and manage access with ease 📌 Why it matters? 👥 Better Resource Allocation Ensure the right people are assigned to the right projects 📈 Enhanced Project Efficiency Easily manage workload and avoid resource bottlenecks 🌍 Enterprise-Wide Visibility Plan and scale with precision 💡 Enterprise users, this is your chance to take resource planning to the next level! 🔜 Gradual Release: February #ResourceManagement #ProjectPlanning #MondayWorkManagement #EnterpriseEfficiency

New Feature Alert: Cross-Project Dependencies Project Managers, get ready to take cross-team collaboration to the next level! You can now set up dependencies between items across different project boards, track them in the main table and Gantt, and identify and mitigate conflicts seamlessly. 🔹 Why this matters? Managing complex, cross-org projects just got easier! This feature helps you: ✅ Ensure tasks are completed in the right order ✅ Improve visibility and alignment across teams ✅ Reduce bottlenecks and streamline workflows 💡 Who is this for? 🎯 Project Managers 🎯 Enterprise-tier users of monday work management 🛠 Use cases ✔️ Need one project’s team to finish a task before another team can start? Set dependencies between projects! ✔️ Want to track multiple projects with shared milestones? This feature has you covered! 📅 Expected Gradual Release: February 🔗 Stay ahead of project risks and keep your teams synchronized like never before! monday.com #ProjectManagement #MondayWorkOS #EnterpriseEfficiency #NewFeature #ProductivityBoost 🚀