Fixed Price, Fixed Scope CRM Implementation

Get a complete, ready-to-use CRM—customized for your sales process and delivered in under 2 weeks, all at a fixed price with a clearly defined scope. Take control of your sales pipeline with a structured, automated CRM system built on Monday.com. This productized service includes 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

  • Customizable up to 7 stages (including Qualified/Unqualified)

    • Customized to fit the way your company works

  • Lead scoring

• Contacts – Auto-created from qualified leads and linked to related accounts and deals

  • Up to 10 custom fields

• Accounts – Automatically created from leads, with full relationship mapping

• Opportunities/Deals – Custom deal stages, tracking, and automation

  • Customizable up to 7 deal stages

    • Customized to fit the way your company works

• Dashboards – Visual insights for Leads, Opportunities, and Accounts, including KPIs and conversion metrics

• Email (Gmail/Outlook) integration

• Video Documentation – Video documentation and tutorials covering functionality of CRM

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

• Video documentation

This is a fixed price, fixed scope service, 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 the Monday.com Sales CRM product with at least the Pro plan.