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 CallClient proof
What our customers say about us 🙌
Operations and IT leaders on what changed after we mapped the process first.
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.
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.
Tourism Northern Territory
Process automation across campaign management, budget management and project approvals has saved significant amounts of time for staff globally and also improved collaboration across global teams.
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.
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.
Tourism Northern Territory
Process automation across campaign management, budget management and project approvals has saved significant amounts of time for staff globally and also improved collaboration across global teams.
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 consultation
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.
contact@fruitionservices.ioSydney · New York · London · Singapore · New Delhi · Manila
Platinum monday.com partner · 500+ implementations
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.
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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.
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Dashboards & Reporting
We deliver advanced monday.com CRM consulting solutions featuring dynamic dashboards, comprehensive reporting, and powerful analytics to drive informed business decisions.
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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.
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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.