Designed for real teams - simple to use, easy to maintain
We’re a small, friendly team of monday.com specialists and business process improvement experts - we’ll simplify the process first, then build the CRM around it.
If your sales pipeline is stuck in spreadsheets (or a messy monday.com setup), we'll design and build a monday CRM that's easy for the team to use - and gives you reporting you can actually rely on.
We build with a focus on real business outcomes: streamlined processes, fewer manual tasks, and better sales visibility.
What you get:
A simpler sales process that's easier to run (and report on)
A clear pipeline that matches how you sell
Automations that reduce chasing and admin
Dashboards that show what's happening right now
A setup your team will actually adopt
We offer flexible packages, tailored to suit your needs and budget.
All of our work is done on a fixed fee basis.
Book a discovery call for a quick chat to see how we can help.
Your challenge. Our approach. The result.
What's included in our monday.com CRM implementation
Every CRM we build starts with analysing your current workflows and business goals, so the solution we deliver boosts efficiency, reduces manual admin, and gives leaders reliable data for decisions.
Every build is tailored, but a typical monday CRM implementation includes:
1) CRM board (pipeline) designed around your sales process
Deal stages, lead sources, next steps, expected close dates
Activity tracking and reminders that suit your team
Clear ownership and visibility
2) Enquiries captured in one place
A simple web form and / or internal intake form so every enquiry lands in one place
Automatic notifications and ownership, so everyone knows who’s picking it up
A few key fields captured up front (e.g. budget / urgency / service needed) so your team can triage quickly
3) Automations to remove manual chasing
Reminders when a deal has no activity for a number of days
Task creation when a deal moves stage
Automatic handover triggers when a deal is won
4) Dashboards and reporting
All available at a glance:
What's in the pipeline by stage / value?
What's forecast this month / quarter?
Where are deals stalling?
Which channels are producing the best leads?
5) Training & handover
Tailored training session for the whole team
Clear guidance so everyone uses the CRM in the same way
A structure that stays clean as you grow
How We Deliver
Stage 1: In-depth discovery
We start by understanding what’s happening today - and where deals slow down or slip through the cracks. Because we’re business improvement specialists, we’ll simplify the process first, then build the CRM around it:
In-depth review of your current sales process and pain points
Agree what 'good' looks like (including what you want visibility on)
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What a 'good' monday CRM looks like
A strong setup usually has :
one clear source of truth for active deals
minimal duplicate data entry
consistent stages that match your real process
automated follow-ups and handover steps
dashboards powered by clean data
Business Benefits You’ll See:
Faster sales cycles and fewer dropped leads
Accurate pipeline forecasting and performance reporting
Reduced manual admin through automations
A CRM that grows with your business, not against it
Greater adoption because the system matches your team’s real working style
If you already have monday CRM, we can optimise what you've got rather than rebuilding everything from scratch.
FAQ
Can you help improve our underlying business processes as part of the CRM implementation?
yes - we don’t just build boards. We analyse your current sales and customer workflows, simplify where needed, and design your CRM to support better, more consistent ways of working which will scale as your business grows.
Do you work with monday.com CRM or monday.com Work Management?
Both - we'll recommend the best approach based on how you sell and how you deliver.
How do we know which monday.com CRM package we'll need to subscribe to?
Once we understand your business requirements, we will recommend which product to use. We only recommend upgrading if it's critical to your business needs. You can trial monday.com CRM here.
How long does it take?
Most CRM builds are delivered in weeks, not months. Exact timing depends on scope, stakeholders and data cleanliness.
Do you integrate email?
Yes, where it adds value. We'll keep it practical and easy to support.
Can you help integrate monday.com with other 3rd party software?
Yes, we work with our in-house technical team for any 3rd party software integrations so they are set up correctly for your business needs.
Can you connect our CRM to our website enquiries?
Yes, we can set up a simple enquiry form so new leads land in the right place with notifications so nothing gets missed.
Will we get dashboards and reporting as part of the package?
Yes, we'll build dashboards around the numbers you actually care about (pipeline, forecast, conversion, sales team etc).
What about permissions and visibility?
We’ll set up sensible permissions so the right people can see the right things, without making the system hard to use.
How much do you charge?
We work on a fixed fee basis so there are no hidden costs or extras you will need to worry about. Our implementation packages start from £3,500 + VAT.
What if we want to add more later (e.g. a quoting system, project management, 3rd party integrations)?
No problem - we can phase it. Most teams start with a solid CRM foundation and then we can scope & deliver further requirements.
Do you offer ongoing support after launch?
Yes - if you want us on hand for improvements, tweaks, and keeping everything tidy, we can support you on an ongoing basis through our retainer packages.
Can you migrate existing data?
Yes. We'll either import from spreadsheets or clean up what's already in monday.com. Depending on the complexity of the data, we will quote separately for this so all costs are upfront and transparent.
If you can't see the answer to your question, please email us at hello@theworkflowpeople.co.uk and we'd be happy to answer.
