Board and pipeline design
Leads, contacts, accounts and deals boards linked with connect columns and mirrors.
🟣 monday CRM
monday.com boards that keep deals moving
monday.com is quick to adopt because it looks like a spreadsheet people already understand. The risk is ending up with fifty boards that do not talk to each other. We design a small set of connected boards for sales, onboarding and delivery, then automate the hand-offs between them.
CRM
monday CRM
A good fit for
- Teams that want a visual, simple CRM
- Agencies and service companies managing projects after the sale
- Companies already using monday.com for work management
7+ years
building and fixing CRM systems
4.99 rating
from 969 reviews on Fiverr
Top 1%
of talent on Upwork
🧰 What we do
What we do on monday CRM
Automations
Recipes for assignments, status changes, reminders and hand-off to delivery boards.
Email and activity tracking
Gmail or Outlook sync so conversations show on the right deal.
Dashboards
Pipeline, workload and delivery dashboards across boards.
Integrations and API
Integrations with forms, accounting and other systems, using the monday API when needed.
Workspace cleanup
Consolidating boards, columns and permissions in an existing account.
🗺️ How we work
Plan, build, then stay with you
Every monday CRM project starts with a short call and a written scope. You know what will be built, by when and for how much before any work starts.
We learn how your business really works, then map out a CRM roadmap that fits your goals, your team and your budget.
What you get
- Discovery workshop
- Process and data audit
- Roadmap with a clear quote
Setup, data migration, automation and integrations, configured so your team spends less time on admin and more time with customers.
What you get
- Configuration and data migration
- Automation and integrations
- Testing and a smooth go-live
Training, improvements and ongoing support after go-live, so your system keeps up as your business grows.
What you get
- Team training and how-to videos
- Reports and dashboards
- Ongoing admin and support
🔗 Integrations
monday CRM connected to the rest of your tools
- Gmail and Outlook
- Slack
- Zapier and Make
- QuickBooks
- HubSpot
- Typeform and Jotform
💬 FAQ
monday CRM questions, answered
Something else on your mind? Ask us on a free call.
Yes, monday CRM is monday.com's product built for sales, with contacts, accounts, deals and email sync. It is lighter than Salesforce but enough for many small teams.
Yes. That is one of its strengths: a won deal can create a project automatically on a delivery board.
When you need complex permissions, large data volumes or advanced reporting. We help you decide and migrate if needed.
Yes, with the monday GraphQL API, webhooks or tools like Make.