CRM FULL SOLUTION

CRM: Automations and Integrations

Enhance Your Business With Monday.com CRM

Enhance your financial reports with our customized Monday.com dashboards. Analyze P&L statistics, compare goals vs actuals, assess yearly trends, and more. Import your monthly P&L from accounting systems like Quickbooks, Xero, or NetSuite, and view impressive charts and statistics customized to your accounting architecture.

Company Directory

Maintain all your contacts in one place.

Sales Pipeline

Track sales and progression easily.

Activities Boards

Organize all follow-up activities for a streamlined process.

Proposal Generation

Both standard and advanced options available.

Estimate or Quote Board

Manage all your inventory items, standard or advanced.

Digital Signature for Proposals

Advanced feature for secure agreement.

Bonus!

You will receive a powerful dashboard summarizing all your KPIs in one place. It's the ultimate management tool, presenting data in real-time to empower your decision-making.

Our Comprehensive Services Include

Email integration

Internal messaging platform integration (with Slack or Teams)

Integration with a Document generation app

Integration with OpSign for digital signature collection

Up to 20 automated workflows across all boards, saving you time and effort

Let us transform the way your business operates.

Let Monday.com work for you. Contact us today to discover how we can implement the perfect system tailored to your needs.

Pricing details

$600

Starter

2 hours meeting
Delivery Time 2 days
Number of Projects 3

$700

Standard

3 hours meeting
Proposal generation included
Delivery Time 2 days

$800

Advanced

4 hours meeting
Proposal generation included
Digital signature feature
Delivery Time 2 days

Want to know which package is best for you?

Book a call