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Heidi Washington
/(Glances How-tos, Productivity Tips)

Make the apps you have work smarter

Your workday is packed; your team’s workload is full. The last thing any business needs is just another app or clunky system to make customer or lead follow-ups easier. We’ve got good news: you don’t need to overhaul your whole tech stack to keep leads warm and customers happy.

With the right tools (and Glances as the connection) you can automate follow-ups in meaningful ways to save time and reduce manual errors.

So before you go through the hassle of resetting or refreshing your current business apps, Glances empowers you to reimagine what's possible. Here are three ways to automate customer follow-up using the tools you already have in place.

1. Trigger project creations from status changes in monday.com

Many businesses already track projects and leads in monday boards. The good news is that if you do too, you’re halfway on your way to a successful automation. Use monday’s built-in automation tools to trigger automated emails based on board activity, like when a lead moves from “Qualified” to “Estimate Sent.”

How Glances helps:

Use Glances to connect your monday board with your accounting or payment apps, like QuickBooks, bill.com, Xero, etc. When an estimate is sent, we can pull that data back to monday with our powerful post-Action app updates feature, allowing you to kick off a series of automations, such as formally creating the project in your Active Projects board.

2. Send reminders based on invoice activity

Still chasing down clients for signatures or payments? Time-sensitive follow-ups, such as those related to invoices or estimates, can often be the last activities to get automated. Glances makes it easy to stay on top of any final steps needed to finalize payments.

How Glances helps:

When you send invoices from your favorite accounting platform, we can pull that data back into monday just as we do for invoices. Use this data to send project updates, reminders for deadlines, or even auto-scheduling reminders for your operations teams for a more personal touch. You could even send a personal thank-you message when the invoice is marked as paid.

3. Centralize contact data without rebuilding

If your customer data lives in five different systems, you’re not alone. In fact, seeing so many of our clients have their data scattered across email, CRMs, customer ticketing platforms, invoicing tools, and more is one of the main reasons we built the patented tech behind Glances to begin with! We found what businesses struggled with the most wasn’t the one-on-one interaction with the customer, but wasting time from tab toggling and app switching to hunt down the latest info.

How Glances helps:

With Glances, you can unify customer data tools into one quick view. Harness the data from all your tools without moving data or formally migrating a single piece of text. Just search for a name, account, or email address and see all the history from all of your connected apps. Using Glances offers the fastest way to search your collective (and most relevant) data in the precise moment you need it.

See how our super-quick Highlight & Search feature works in the animation below.

See data across your business apps with Glances Highlight & Search feature

Glances works with the apps you have

To sum it all up, you don’t need to reinvent the wheel. With Glances, you can use your existing apps to build automated processes that finally work for you.

Many customers rely on the flexibility of Glances for viewing data and performing Actions across various business apps, but our syncing feature offers next-level automation that moves your specified pieces of data. Unlike traditional two-way integrations that endlessly and unnecessarily sync data, Glances empowers you to choose what data is actually meaningful and necessary to move between apps. 

  • Reduce data entry and manual mistakes
  • View real-time updates across all of your apps
  • Use Glances anywhere online or in-app with monday.com

Whether you’re a small business or a large organization, Glances can be tailored to meet your unique needs. Are you ready to streamline your workflows and shave off hours of time, every workday?

Start your free trial today and check out Glances on the monday app marketplace.

More helpful steps

Schedule a demo to see the time-saving benefits of Glances in action or ask our team questions.

If you need to connect a specific app or platform with Glances that is not currently available on glances.com, please send your requests to hello@glances.com.

Find more step-by-step articles with the latest information on our support site.