Ready to scale your workflows?
Accelerate Your Revenue with Proven monday CRM Consulting.
Unlock the full potential of monday.com CRM with our monday.com expert setup and support.
Clients who have used our monday.com consulting services
Implement monday CRM for any team
01
Customized to Your Sales Cycle
⚙️Easily tailor your CRM to work for you, without any development help
✏️Edit deal stages and add as many columns as you'd like
🔄Manage multiple pipelines at once
📊Gain insights through advanced reporting
🎯Set up automated workflows that trigger based on your unique deal progression
02
Maximize Engagement with Every Contact
🏢Centralise customer data for a holistic view
📧Efficiently reach contacts at every stage of your pipeline with the right message
🤖Personalised sequences, mass emailing & tracking, and AI email writing
📝Keep record of your contact and account information, log activities, and send emails — all from one place
🤝Enhanced team collaboration
03
Pre-Sales to Post-Sales All in One Place
🔧Customisable CRM workflows and dashboards
👥User-friendly interface for quick adoption
🔗Robust CRM integrations with popular tools
📈Scalable CRM solution for growing businesses
☁️Secure and reliable cloud-based CRM infrastructure
Find your fix
Which pipeline bottleneck is slowing you down?
Pick the one you recognize and see exactly how we configure monday CRM to solve it.
How we solve it
Lead Routing
- Automated round-robin and rule-based assignment
- Instant Slack / email alerts on new leads
- SLA timers that escalate stalled leads
Every lead reaches the right rep in seconds, not days.
Book a Free Discovery CallWhat our customers say about us 🙌
Start Your Transformation500+
have maximised their workflows with our monday.com expert support
Jade Wood
Managing Director, Popology
We are now utilising monday.com to its full potential, from lead through design and production teams - everyone knows what stage our projects are in, what's next and what our process is.
Mairhead McKinley
Delivery Manager, Givergy
We found Monday to be more customisable and transparent for both internal and external stakeholders. It reduced double handling of issues, as the Monday boards provide clear, accessible information—eliminating the need to email around for updates.
Jemma Ryan
What a pleasant and wonderful experience it was to be dealing with Josh and the fruition team. It made it a smooth and easy process for us and our team. They were all very professional and great to speak with. Looking forward to working again with you in the future.
Teddy Mangion
Josh and the Fruition team were an absolute pleasure to work with. They were professional, knowledgeable, and made the whole process smooth and straightforward. I would highly recommend them to anyone looking for quality software solutions.
Anthony Rowson
We are very Happy Little Campers, and our system is easy to use, portable, flexible and very informative and gives us a great insight to ALL facets of the business and where our communication and marketing efforts are best targeted to maximize our returns for effort. I would highly recommend you have an initial chat with these guys. They know their stuff.
500+
have maximised their workflows with our monday.com expert support
Kerrie E
A big thanks to Josh - spent a couple of hours working through ways to get our Event Project Plan on Monday into good shape. We know have a much more user friendly and useful Project Plan and we have made use of a variety of different automations to streamline processes. When our NFP is ready to undertake more complex Monday activities I will definitely be looking to Fruition for support.
Tedd Long
MCAG Inc.
Zach provided excellent training on Monday.com and he included some great insights on how we can best use the project management features. Thank you!
Brandon-Lee Horridge
Managing Director, BL Air Conditioning
This system will save hundreds of thousands of dollars a year guaranteed.
Ron Amaram
General Manager, Risk 2 Solutions
Fruition have been instrumental in moving us to a 'single source of truth' system for managing sales and projects.
Lorenzo Tejada-Orrell
Chief Innovation Officer, CLSQ
Since implementing monday.com, CLSQ has experienced a significant transformation in operational efficiency.
500+
have maximised their workflows with our monday.com expert support
Louis Stenmark
Co-Founder, Windfall Bio
The Fruition team helped me get the most out of monday.com. They provided me with in depth instruction, custom templates and helped me solve problems unique to our early stage company's needs.
Luke Reddin
Director, Clean Power Australia
Josh and his team were excellent from start to finish on building our monday.com integrations and automations. Very happy with them.
Brad Cannon
Senior Account Executive, monday.com
Having experienced working with Josh directly at monday.com, I'd have no hesitation recommending Josh in any consulting engagement.
Bianca Genesio
Central Manager, G8 Education
Couldn't be more happier. Thank you Josh for your hard work and commitment. Highly recommend!
Anthony D'Agostino
True Steel Frames
Josh & the Fruition team were great to deal with and very thorough. would highly recommend!
monday.com Certified Platinum Partner
Advanced Delivery Accredited
SOC 2 Type IICompliant
GDPR Ready
5/5 Rated Implementation Agency
From messy spreadsheets to a real-time CRM
Before
- Manual data entry and copy-paste between tools
- Blind forecasting from stale spreadsheets
- Siloed, scattered client communication
After
- Automatic lead scoring and data capture
- Real-time executive dashboards
- Unified client history in one Work OS
Results our CRM clients see
The Challenge
Fragmented lead tracking across disconnected teams.
The Solution
Custom monday CRM setup with automated lead scoring and reporting.
The Impact
Reduced sales-cycle duration and automated thousands of monthly tasks.
32%shorter sales cycle
Book a free CRM discovery call
Response within 1 business day · NDAs available on request · Speak directly with a Senior Solutions Architect.
Schedule A 30-Min Consultation With One of Our monday.com CRM Consulting Experts
Schedule a demo with our monday.com implementation consultants to discover how monday.com can be customised for your business, and get a free 4-week extended trial to experience its full potential.
monday CRM allows you to have full control over your sales pipeline, manage your contacts, streamline your post sales processes and sales enablement, all while seeing the big picture at a glance. With monday CRM, you can manage all aspects of your sales cycle and customer data in one central place. Fitted with multiple unique features created just for CRM teams, monday CRM can be used to fit all of your teams’ needs.
monday CRM Management Capabilities
📋
Forms, Emails & Leads
As official monday.com Partners, Fruition offers professional CRM data migration and integration solutions to help businesses better manage and streamline their customer data.
🎯
Opportunity, Contracts & Tender
Our monday.com CRM consulting team provides fully customisable opportunity, contracts, and tender management solutions that streamline business processes for companies of all sizes.
📁
PM & Client Onboarding
Once your deal closes, our monday.com CRM implementation specialists seamlessly integrate comprehensive project management and client delivery systems for optimal results.
📊
Dashboards & Reporting
We deliver advanced monday.com CRM consulting solutions featuring dynamic dashboards, comprehensive reporting, and powerful analytics to drive informed business decisions.
💰
Marketing & Finance
Our monday.com CRM implementation services provide tailored marketing and finance automation solutions designed to maximise efficiency, reduce costs, and accelerate business growth.
🔗
Data Migration & Integration
We offer professional monday.com CRM consulting for seamless data migration, system optimisation, and integration solutions that streamline your customer relationship management.