Built around your business. Not the other way around.

Boards, columns, and connections that mirror how your business actually works.

We design your board structure from the ground up — CRM entities (Leads, Contacts, Accounts, Deals), project boards, operations boards — all connected via two-way relationships so data flows naturally between teams. Every column is purposeful. Every connection is intentional.

• monday CRM core entities: Leads, Contacts, Accounts, Deals
• Connected boards with two-way linking for cross-team visibility
• Custom column structures matching your data model
• Subitem hierarchies for nested workflows (up to 4 levels)
• Groups and views designed for each team’s daily context

From single-board rules to complex multi-step processes — all running without your team lifting a finger.

monday.com offers two layers of automation. Board-level automations handle straightforward triggers (status changes, notifications, due date alerts). The visual workflow builder handles multi-step, cross-board processes with branching conditions, delays, and integration actions — all on a visual canvas. We design both layers to work together seamlessly.

• Board automations: status triggers, notifications, recurring tasks, item creation
• Cross-board workflows: multi-step processes spanning your entire workspace
• Conditional branching (if/else) for different scenarios
• Delay blocks for time-sensitive processes (follow-ups, SLA escalations)
• Integration actions: Slack, email, Google, Microsoft Teams — triggered from workflows

Intelligence built into your daily operations — not bolted on as an afterthought.

monday.com has become a full AI platform in 2026. Sidekick is a context-aware assistant that understands your boards, docs, and team activity. AI blocks handle classification, extraction, summarisation, and translation inside automations. And the workflow builder lets you describe what you need in plain English — then builds it for you. We design systems that use all of these capabilities where they’ll deliver real impact.

• monday sidekick: project summaries, risk identification, next-step recommendations
• AI-powered columns: auto-categorise, extract key data, analyse sentiment
• AI workflow builder: describe processes in plain English, get working automations
• monday vibe: custom internal apps and views built from natural language
• MCP integration: connect Claude, ChatGPT, or Gemini directly to your monday.com data

Real-time visibility that answers your questions before you’ve finished asking them.

Every CRM is only as useful as the insights it surfaces. We build dashboards that show pipeline health, team performance, deal velocity, and revenue forecasting — updated in real time. From the numbers widget on a sales leader’s screen to the workload view that prevents burnout, every dashboard is designed for the person who’ll use it.

• Pipeline dashboards: deal stages, values, conversion rates, bottlenecks
• Sales performance: leaderboards, activity tracking, forecast vs actual
• Workload views: capacity planning across team members and timelines
• Executive overview: aggregated KPIs across boards and departments
• Automated reporting: scheduled snapshots sent to stakeholders

Your tools connected. Your data synchronised. No more tab-switching.

A CRM that lives in isolation is a CRM that gets ignored. We integrate monday.com with the tools your team already uses — email, calendar, accounting, marketing, support — so data flows automatically and your team stays in one place. For complex integrations, we build Make.com scenarios or custom API connections.

• Email: Gmail, Outlook — two-way sync with Emails & Activities widget
• Calendar: Google Calendar, Outlook — events linked to deals and contacts
• Communication: Slack, Microsoft Teams — notifications and updates from workflows
• Marketing: Mailchimp, HubSpot Marketing, campaign tracking
• Accounting & finance: Xero, QuickBooks, Stripe — invoice and payment sync via Make.com