Build a CRM that fits the way your team actually works
A good CRM should make your sales process clearer, not create extra admin for your team.
Whether you are moving from spreadsheets, replacing an older CRM or trying to improve an existing monday.com setup, we can help you build a CRM that works around your real sales process.
We start by understanding how your team manages leads, opportunities, follow-ups and reporting. Then we shape monday.com around that, so your CRM is practical, easy to use and built to support the way your team already works.
Why use monday.com as your CRM?
monday.com can work well as a CRM for teams that need flexibility, visibility and a setup that can be shaped around their process.
It can help you manage leads, sales activity, customer information, follow-ups and reporting in one place. It can also connect your CRM with wider project, operations or delivery workflows, which is useful for teams that want sales and delivery to work more closely together.
monday.com is not the right fit for every business, and the best CRM setup depends on how your team works. We can help you understand what monday.com can do, where it fits and how to set it up in a way that supports your team properly.
How we help with monday.com CRM
We help teams use monday.com as a clear, practical CRM system. That can mean building a new setup from scratch, improving what you already have or rebuilding a CRM that has become too complicated over time.
Our work can include mapping your sales process, creating the right boards and workflows, building dashboards, adding useful automations and training your team so they can use the system confidently.
The aim is not to add more complexity. It is to create a CRM that gives your team the structure, visibility and confidence they need to manage sales properly.
What your monday.com CRM setup can include
Pipeline & lead management
Keep leads, enquiries and opportunities organised from the moment they come in, with clear ownership, statuses and next steps.
Contact & account management
Create a cleaner way to manage contacts, companies, opportunities and related activity in one place.
Activity tracking & follow-ups
Make it easier for your team to track calls, meetings, emails, tasks and follow-up actions without relying on memory or separate notes.
Automations & reminders
Use practical automations to reduce manual admin, prompt next steps and keep work moving.
Dashboards & reporting
Give sales teams and leadership a clearer view of pipeline value, activity, progress and performance.
Training & ongoing support
Help your team use the CRM confidently, then review, refine and improve the setup as it starts being used in the real world.
New CRM setup or improving what you already have
Starting fresh with monday.com CRM
If you are setting up monday.com CRM for the first time, we can help you get it structured properly from day one.
This is ideal if your team is moving away from spreadsheets, replacing another CRM or introducing a more organised sales process. We help you map what needs to be tracked, build the right setup and train your team so everyone knows how to use it.
Improving an existing monday.com CRM
If you already use monday.com as a CRM, but it feels messy or harder to manage than it should, we can help you improve it.
This might mean simplifying boards, fixing reporting, improving automations, rebuilding dashboards or helping your team use the system more consistently.
A CRM setup built properly from the start
Every monday.com CRM project is shaped around your current sales process, team structure and reporting needs.
As a guide, CRM implementation projects usually start from £5,000 + VAT. This includes the work needed to understand your current process, build the right monday.com CRM setup and train your team so they can use it confidently.
If you already have a monday.com CRM in place and need help improving it, we can talk through what needs fixing and recommend the right level of support.
How we help with common CRM challenges
As teams grow, sales processes can become harder to manage. Information gets updated in different places, reports take longer to pull together and it becomes harder to see what is happening across the pipeline.
The Workflow People work exclusively with monday.com, so we understand how these problems show up in real teams. We take the time to understand how your sales process works, then build or improve your CRM around your day-to-day activity, reporting needs and team structure.
You might need help if:
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Leads and opportunities are being tracked across spreadsheets, inboxes and notes
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Your team has no clear view of the sales pipeline
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Manual updates are taking too much time
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Follow-ups are being missed or handled inconsistently
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Dashboards do not show the information your team actually needs
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Your monday.com CRM has grown quickly and become harder to manage
We help you simplify the setup, improve visibility and give your team a clearer way to manage sales activity in monday.com. You get practical consultancy, hands-on setup, clear training and support from people who know how to make monday.com work in real businesses.
Trusted by teams using monday.com every day
Our clients come to us when they need monday.com to be clearer, more reliable and easier for their teams to use. We focus on practical improvements that reduce manual admin, improve visibility and help people feel confident using the system every day.
"The Workflow People took the time to understand our business and what we needed from monday.com. The new procurement process has made a real difference to the finance team and has given us much better visibility across the business."
Joanne Stephenson, Promethean Particles
"The Workflow People understood our business needs, and took a systematic approach to restructuring and refining Monday to meet them. We are now set up for years to come and all thanks to Naomi!"
Chris Bagnall, Up Energy Group
"By working with The Workflow People, Graf UK have successfully eliminated up to 5,000 manual actions per month. That's the equivalent of a full-time employee’s workload."
Matthew Rolf, Managing Director, Graf UK
Common questions about monday.com CRM
Can monday.com be used as a CRM?
Yes. monday.com can be used to manage leads, opportunities, contacts, activity, follow-ups and sales reporting. The key is setting it up around your actual sales process, rather than relying on a generic structure that does not quite fit how your team works.
Is monday.com CRM suitable for growing sales teams?
monday.com CRM can be a good fit for growing teams that need clearer pipeline visibility, better reporting and a more structured way to manage sales activity. It is especially useful where teams want flexibility and want their CRM to connect with wider work management processes.
Can you help us move from spreadsheets to monday.com CRM?
Yes. We can help you map what is currently being tracked in spreadsheets, decide what needs to move into monday.com, build the right CRM structure and train your team so they can use it confidently.
Can you improve an existing monday.com CRM setup?
Yes. If your monday.com CRM has become messy, inconsistent or difficult to report on, we can help you review the setup and decide what to keep, simplify, rebuild or improve.
What should a good monday.com CRM include?
A good monday.com CRM should usually include a clear sales pipeline, lead and contact tracking, activity management, useful automations, reliable dashboards and a structure your team can use consistently.
Do you provide training after the CRM is built?
Yes. Training is an important part of the process. We help your team understand how the CRM works, what they need to update and how to use the system day to day.
Can monday.com CRM connect with our wider workflows?
Yes. One of the benefits of monday.com is that your CRM can connect with wider workflows, such as project delivery, onboarding, operations, reporting or customer management. This can help reduce handover gaps and give teams better visibility across the full customer journey.