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monday.com for Professional
Services & Agencies

monday.com for professionals certified logo
monday.com for Professional Services & Agencies, screenshot of dashboard

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 we 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

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Visual pipeline management

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Custom deal stages

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Email integration

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Client relationship tracking

Automated lead scoring

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Sales forecasting

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Performance analytics

Schedule Your Personalized Consultation

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.

Join 500+ organisations that have maximised monday.com with expert support 

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.

monday CRM consultants

Louis Stenmark

Windfall Bio

monday.com Professional Services FAQs

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