top of page

monday.com CRM Capabilities

Documents

Forms, Email
& Lead Management

At Fruition Services, we offer cutting-edge forms, email, and lead management services that can enhance your marketing and sales efforts. .

Brainstorming

Opportunity, Contracts and Tender Management

Monday CRM provides customisable opportunity, contracts and tender management solutions for all businesses. 

Calendar

Project Management, Client Onboarding & Scheduling

Once the the deal is done seamlessly integration your client delivery

monday integration partner, monday marketing partner, monday automation expert, monday automation specialist, monday automations, monday best practices, Hubspot monday.com integration, monday com and hubspot integration, monday and hubspot integration, monday and jira integration, slack monday integration, Zapier partner, make integration partner, Monday integrations, monday hubspot partner, monday project templates, monday project manager, project management in monday com, project management software monday, monday project management partner, monday com project management tool, monday project management, monday consulting services, monday.com consulting, monday.com consultants, monday.com help, monday help set up, monday implementation partner, monday implementation services, monday specialist, monday set up, monday support Australia, monday training partner, monday ticketing, monday for agencies, monday for creative, monday for design and creative, monday for HR, monday tutorial,

Dynamic Dashboards & Reporting

Fruition Services offers comprehensive solutions for customer relationship management, from reporting and dashboards to analytics. 

benefits of monday CRM, CRM system monday, CRM monday, CRM monday partner, CRM monday.com partner, CRM project management software, CRM software monday, monday CRM and project management, monday CRM integration, monday CRM pricing, monday CRM training, professional services monday, monday.com CRM, monday API developer, monday API expert, monday CRM, monday CRM partner, monday CRM implementation, monday com CRM,

Marketing & Finance Automations

Fruition Services provides the ultimate solution for businesses seeking maximum efficiency and growth. Our services are tailored to solve all of your marketing and finance automation needs.

monday for marketing, monday for project management, monday for real estate, monday free trial, monday Gantt chart set up, monday mobile app, monday use cases, monday user guide, monday work management, monday workflow automation, business management software, monday Australia, monday developer, monday erp, monday experts, monday expert partner, monday customer reviews, monday reviews, monday and salesforce integration, monday software integration, project management in monday com, monday software implementation services, monday pricing discount,

CRM Data Migration, optimisation & Integration

Fruition Services offers professional CRM data migration and integration solutions to help businesses better manage and streamline their customer data. 

Black logo - no background.png
monday integration partner, monday marketing partner, monday automation expert, monday automation specialist, monday automations, monday best practices, Hubspot monday.com integration, monday com and hubspot integration, monday and hubspot integration, monday and jira integration, slack monday integration, Zapier partner, make integration partner, Monday integrations, monday hubspot partner, monday project templates, monday project manager, project management in monday com, project management software monday, monday project management partner, monday com project management tool, monday project management, monday consulting services, monday.com consulting, monday.com consultants, monday.com help, monday help set up, monday implementation partner, monday implementation services, monday specialist, monday set up, monday support Australia, monday training partner, monday ticketing, monday for agencies, monday for creative, monday for design and creative, monday for HR, monday tutorial,

Our monday.com CRM Implementation Process


With Fruition as your CRM Partner, you can expect a CRM system that is integrated and purpose-built for your business requirements within weeks.

​

Our average CRM implementation and go-live timeline ranges from 2-6 weeks [depending on the size/complexity]

​

The steps we take to set up monday.com CRM for success:

​

  1. Discovery Consulting:
    We help assess and map your current Sales process, future needs and goals.
     

  2. Solution Design:
    The Fruition team then design a purpose-built CRM workflow that fits your Sales team requirements perfectly while engineering data capture for key KPI for reporting and analytics to help make critical decisions
     

  3. Implementation:
    Our CRM specialists then work alongside your team to build and implement the CRM solution involving and collaborating to gain input from you every step of the way.
     

  4. CRM Data Migration:
    If you are moving over from an existing system, we also support Migrating your data. 
     

  5. ​Integration & Automation: 
    The team will ensure accountability, collaboration and visibility by building workflow automation and integration into systems like your ERP, Marketing and communication tools.

    We help maintain all visibility from a single source while keeping all stakeholders and supporting teams in the loop with automated reminders and workflow tasks
     

  6. Training and Adoption:
    Once the system is up and running, we stick around for testing, training, go-live and ongoing support

​

​

​

10 +

Year's Experience

1050 +

Projects Completed

290

Satisfied Clients

bottom of page