CRM Implementation on Monday.com
$5,000.00
A complete, ready-to-use CRM—customized for your sales process and delivered in under 2 weeks.
Take control of your sales pipeline with a structured, automated CRM system built on Monday.com. This productized service gives you everything you need to manage leads, contacts, accounts, and deals—plus powerful dashboards to track performance and make data-driven decisions.
What’s included:
Leads – Qualification workflows, lead scoring, and email integration
Contacts – Auto-created from qualified leads and linked to related accounts and deals
Accounts – Automatically created from leads, with full relationship mapping
Opportunities/Deals – Custom deal stages, tracking, and automation
Dashboards – Visual insights for Leads, Opportunities, and Accounts, including KPIs and conversion metrics
Implementation Timeline:
2-hour kickoff and discovery session
5 business days for initial build
Feedback and revisions round
Final implementation in 5 additional business days
Final presentation and walkthrough
Perfect for teams who want a powerful, scalable CRM without the long timelines or bloated feature sets. You get exactly what you need—fast, focused, and built for growth.
Note: Customers must have Monday.com Sales CRM product with at least Pro plan
Quantity
Monday PMO implementation and Agile consulting for one of the largest chemical distribution companies in USA
“Our experience with Rick was beyond excellent. He helped us implement Monday.com successfully in our BI and IT department. Additionally, Rick's experience was instrumental to adopt Agile and Scrum methodologies. Furthermore, he introduced us to the OKR framework which inspired us to set up the company yearly goals. In conclusion, working with Rick was a pleasure for us, his knowledge, disposition and service was outstanding.”
Andres
Head of Business Intelligence, Florida, USA
Monday CRM + Mailchimp automation + Automatic booking for health insurance company located in Florida, USA
“Rick was great to work with. He was very organized, responded in a timely manner and effectively developed a flow for our CRM. We will definitely continue to work with him to further develop our companies CRM automations and efficiencies.”
Courtney & Brian
Founder & CEO, Health Insurance Company, Florida, USA
Custom Shopify integration for luxury brand e-commerce company located in Philadelphia, PA, USA
“Amazing work. Very Quick and Diligent. He's a great communicator and the work was delivered to perfection. I will continue to do business with him as needed. Thanks!”
Shawn P.
Founder & CEO, COPPED, Philadelphia, PA, USA
Enterprise-wide Monday.com Implementation for fulfillment company located in EU
“Rick quickly became a valuable asset to our team and his expertise was recognized.”
Kevin N.
Director of People & Culture, Fulfillment Company located in EU
PMO and CRM implementation for Software Development Consulting Agency located in Illinois, USA
“...let me make it easy on you... I highly recommend Monday Expert, I will definitely be giving them first right of refusal on any Monday.com related tasks in the future.”
Joseph K.
Founder & CEO, Illinois, USA