Maximise the potential of monday CRM with our expert solutions
A flexible, customisable CRM that works for you, not the other way round.
What is monday CRM?
The monday.com product suite is expanding. monday CRM, based on the same WorkOS platform as other monday.com products, is for teams managing and organising customer data, optimising their sales cycle from pre-sale to post-sale and through to retention, and automating tasks for efficiency. It's quick to implement, meaning faster time to value.
monday CRM is an intuitive and visual platform that teams want to use, offering flexibility and easier collaboration and centralising all customer information for ultimate transparency.
monday CRM is an intuitive and visual platform that teams want to use, offering flexibility and easier collaboration and centralising all customer information for ultimate transparency.
Key features of monday CRM
Sales management
Capture leads using monday forms and score them based on customisable parameters. Enrich contact data and manage pipeline and deals with the sales funnel and deal tracker.
Real-time data and performance tracking
Real-time data, customisable dashboards, and performance tracking allow you to generate reports and analytics, identify trends, and gain valuable insights to inform your decision-making.
Customer communications
Maintain a comprehensive view of customer interactions in one timeline to personalise communication and improve relationships. Send better bulk emails with AI, templates, and advanced HTML editing.
Automations
Automate repetitive and routine tasks such as sending follow-up emails or moving deals through the pipeline to save time and reduce human error.
Revenue operation
Revenue Operations features include building quotes and supporting contracting, headcount planning, and sales enablement.
Integrations
Connect with existing tools, such as Slack, Zoom, Gmail, Salesforce, HubSpot, Outlook and many more, to streamline workflows and enhance productivity.
Collaboration tools
Enhance team productivity and facilitate team communication and collaboration with built-in chat, file sharing, and commenting features.
Mobile access
Stay connected and manage tasks from anywhere, ensuring flexibility and responsiveness with mobile apps for iOS and Android.
Security and permissions
Protect data integrity, ensure compliance and set user permissions and roles to control access to sensitive information.
Real-world applications
Lead capture, scoring and management
Sales pipeline and deal management
Customer onboarding
Project management
Customer communication
Real-time data and performance tracking
Customer support and ticketing
Marketing campaign management
Revenue operation
Vendor and supplier management
Our services
Our expert team can get you up and running with monday CRM fast so you can immediately start managing leads, tracking activities, launching marketing campaigns and driving sales.
Planning
We'll start with a discovery session that aligns with your CRM use cases and business needs.
Stage two
Execution
We'll deploy your workflows and configure your core CRM features, including email tracking, activity logging, and batch emails. We'll set up your pipeline to match your sales process and implement and test agreed-upon pre-built integrations.
Stage three
Deployment
We'll walk your users through the workflows and provide you with documentation for the ongoing management of your monday CRM implementation.
Planning
We'll start with a discovery session that aligns with your CRM use cases and business needs.
Execution
We'll deploy your workflows and configure your core CRM features, including email tracking, activity logging, and batch emails. We'll set up your pipeline to match your sales process and implement and test agreed-upon pre-built integrations.
Deployment
We'll walk your users through the workflows and provide you with documentation for the ongoing management of your monday CRM implementation.
Service offerings
Custom implementation
Based on the discovery phase, we will implement your monday CRM platform to suit the needs of your business.
Workflow optimisation
Set up your workspace and board for leads, contacts and deals.
Email, pipeline and activities set up
Customise sales stages and deal probability. Configure email, meeting, and call logging.
Marketplace app integration
Set up marketplace integrations, authentication configuration, field mapping and more.
Data transfer
Support data input to monday CRM, whether integrating with other platforms or reducing tool proliferation by moving data from another CRM tool.
Integrations
We will advise and implement the agreed-upon integrations to ensure a seamless flow of information across all your most-used tools.
Automation and process streamlining
Automate repetitive tasks and streamline processes using rules, triggers, and notifications.
Training and support
Onboard users with workflows and provide documentation of set-up summary, best practice advice and next steps.
Our monday.com expertise
We're Advanced Delivery Partners and Gold-certified partners of monday.com, with a team of experts well-versed in the entire product suite and WorkOS platform. We partner with other best-of-breed technologies, including Atlassian, AWS, and GitLab, and have a proven track record of delivering solutions and best-fit technology to suit businesses around the world.
If you're starting out with CRM or considering different tools, we can help.
If you're starting out with CRM or considering different tools, we can help.
