No doubt, Monday is one of the top-rated CRM systems and project management tools for businesses. The integration with Visme is a perfect move to make users more productive.
What does this mean for your business? For one, you can save countless hours jumping between the two apps.
Secondly, you’ll be able to spearhead projects and execute strategic design concepts, all in one place.
Why Visme & Monday
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Monday.com is a powerful CRM platform that lets you plan, track, and collaborate with ease. It lets you do all your work in one tool.
This is a visually powerful tool to manage your work, sales, sprints, team, orders, roadmap, and others.
It is a project management tool with a multitude of features for team management and project delivery.
Meanwhile, Visme offers an all-in-one powerful platform to create awesome presentations, documents, data visualizations, amazing videos, and other great branded content.
Visme is a powerful visual communication tool and one of the best tools to use when it comes to creative designs. In fact, there is no limit to what you can create with this tool!
Optimize work efficiency with Visme + Monday
Integrating Visme with Monday offers one of the best ways to help people save time and effort while working with their team.
No more jumping between tabs to edit, download or upload documents and reports, not to mention all that lost productivity time. Connect Visme to Monday and collaborate more efficiently.
Below is a rundown of what you can achieve with the Visme and Monday integration.
#1]. Add new boards to Monday account
Now, you can easily add new boards with Visme projects to your Monday account. From inside your Monday.com workspace or document, embed any public Visme project.
Create a new board or add a widget using the Visme app; choose the workspace, and you’ll see all projects in that workspace.
Hover on a project and click Embed; make it public if you haven’t already, and it’ll appear inside your task, board, or document.
#2]. Edit Visme projects from Monday
Click to edit a Visme project from Monday and open a new tab to work in. If you already have an embedded project inside Monday and edit in Visme, the changes will reflect in the embed.
#3]. Easily connect Visme and Monday
For Visme users, you can easily connect to Monday via the apps tab in the left sidebar of the dashboard.
For Monday.com users, you can install the Visme app from the apps marketplace on the Monday dashboard.
When connecting, select the Visme workspace to work from. You’ll have to be logged in to both apps. You only need to do this once.
Try the integration for yourself
There’s no better way to see what the integration can do than to try it out yourself. If you have an account with Monday and Visme, log in to it and connect the two apps.