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Being a service based business ourselves we understand the key challenges of managing resource capacity, profitability and project delivery excellence.
We have helped transform 500+ businesses with our monday.com professional services solution. From lead to project delivered and everything between, our monday.com consultants have you covered.
CRM Sales Process for Professional Services Businesses
Transform your agency's pipeline into a revenue-generating engine with monday.com's CRM. Track leads, opportunities, and client relationships in one intuitive platform. Customizable workflows match your unique sales process, while automation eliminates manual data entry, giving your team more time to build valuable client relationships.
Benefits
📊
Visual pipeline management
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Custom deal stages
📧
Email integration
🤝
Client relationship tracking
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Automated lead scoring
📈
Sales forecasting
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Performance analytics
Schedule Your Call with a monday.com Consultant Today!
Book a time with our product specialists to see how a monday.com and n8n integration can be tailored to your specific business needs and start your 4-week extended trial monday.com trial.

Frequently asked questions
Professional Services
General Questions
Work Management
CRM
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