Streamline your business with tailored Monday.com consulting, CRM setup, and powerful automations that save time and scale your operations.
Managing leads, customers, and projects in Monday CRM can feel overwhelming without the right setup. As Monday CRM consultants, We help businesses implement clear workflows, automate repetitive tasks, and unlock the full potential of Monday.com.
Custom CRM setup aligned with your sales process
Automations that eliminate manual work
Integration with your existing tools
Dashboards for tracking KPIs in real time
Designing pipelines, boards, and workflows tailored to your business.
From lead assignment to follow-ups, I create automations that reduce repetitive tasks.
Connect Monday.com with tools like Slack, Google Workspace, HubSpot, and more.
Get continuous optimization as your business grows.
By working with a Monday specialist, you can:
Automatically manage leads and follow-ups with monday.com automations. This frees up your team from manual tasks, so they can focus on what matters most: closing more deals, faster.
Boost sales efficiency with automated follow-ups. Ensure no lead ever falls through the cracks, allowing your team to focus on building relationships and closing more deals.
Centralize all client communication into one place. This ensures no message gets lost, so your team can respond faster and build stronger relationships.
Make smarter decisions with a clear overview of your business performance. Quickly see what’s working and what’s not, so you can focus on growth.
We partnered with Velaz Group, a premier solar energy provider based in New Jersey, to build a powerful digital platform that streamlined their operations and enhanced client relationships. We developed a robust WordPress Multisite network, with a custom design and tailored integrations. In addition, we implemented Monday CRM automations to centralize client communication, manage leads, and automate follow-ups, ensuring no opportunity was missed. The result is a high-performance system that supports Velaz Group’s growth across different locations and audiences.
Ready to improve your sales process and scale with automations? Contact us today for a free consultation.
