1. Sub-Services

monday.com CRM solutions we offer:

Lead & Sales Pipeline Setup
Track every lead from first touch to closed deal. We build clear, visual pipelines that your team will actually use.

Custom Boards & Views
We tailor your boards to fit your exact sales process — no generic templates here.

Automated Workflows
Save hours with automations that assign leads, send follow-ups, and update statuses in real time.

CRM to Operations Sync
We link your CRM to project delivery boards, so deals turn into projects without manual work.

Contact & Company Management
Organize your contacts and companies with linked boards, tags, and custom fields.

Reporting & Dashboards
See what’s working (and what’s not). We build dashboards that show real-time performance, revenue, and deal flow.

Email & Calendar Integration
Sync with Gmail, Outlook, and Calendly so you never miss a meeting or follow-up.

Training & Handoff
We don’t just build it — we train your team so they can own it confidently moving forward.

2. What’s Included

Our CRM setup service comes with:

• Kickoff call to map your sales process

• Custom CRM boards and workflow automations

• Email/calendar integration

• Lead capture forms or website sync

• Dashboard setup for visibility and reporting

• CRM playbook + user training

• 30 days of post-launch support

3. Benefits

Why switch to monday.com with our help?

Fully Custom: Built around your process, not a one-size-fits-all template.
Simple & Visual: Your team will actually enjoy using it — and stick with it.
Integrated: One place for sales, ops, and reporting.
Time-Saving: Automate follow-ups, handoffs, and updates.
Scalable: Grow from a solo founder to a full team without needing a new system.

4. Approach

How we deliver monday.com CRM that works:

Step 1 – Map Your Sales Journey: We define your ideal pipeline and lead stages.
Step 2 – Build Boards & Automations: We create the system that reflects your workflow.
Step 3 – Connect Your Tools: Email, calendar, and website integrations handled.
Step 4 – Launch & Train: We go live, test it together, and train your team.
Step 5 – Post-Launch Support: We’re here for tweaks, improvements, and scaling.

5. Pricing

Transparent packages to fit your growth stage:

CRM Essentials – $1,200
Lead tracking, sales pipeline board, and simple automations.

CRM Pro Setup – $2,500
Full CRM system with dashboards, automations, integrations, and training.

CRM + Ops Bundle – $4,000
Includes sales CRM + project delivery integration, client onboarding workflows, and full documentation.

Custom quotes available for teams with advanced needs.

6. FAQs

Q: Do I need a monday.com account already?
A: We can help you set one up, or work within your current workspace.

Q: What’s the difference between CRM and sales board?
A: CRM connects contacts, companies, sales stages, and automations — not just a single board.

Q: Can this replace HubSpot or Salesforce?
A: Yes — for most small to mid-sized teams, monday.com is more flexible and cost-effective.

Q: Will you train my team?
A: Absolutely. We offer live sessions and recorded walkthroughs tailored to your setup.

Q: Can you migrate data from another CRM?
A: Yes — we offer CRM migration as an add-on service.