monday CRMmonday sales crm · certified partner

Shorter cycles.
More closed deals.

A monday CRM built around your real sales motion — every lead scored, every follow-up automated, every forecast based on activity instead of optimism. Implemented remotely for sales teams anywhere in the world.

DealsContactsActivities
monday.com
Moon Inc. deal$119,000
LeadQualifiedProposalNegotiationContractClosed
Deal info
Emails & activities
Northwind Retail$48,000
LeadQualifiedProposalNegotiationContractWon
Ana R.Call · Thu
Cedar Logistics$96,000
LeadQualifiedProposalNegotiationContractWon
Luis M.Proposal · Fri
Vela Health$120,000
LeadQualifiedProposalNegotiationContractWon
Sofía T.Contract · Mon
before / after

Drag to see what a rebuilt pipeline looks like

The same eight deals, twice. Drag the handle: on the left, the spreadsheet most teams sell from; on the right, those exact records in monday CRM after our implementation.

BEFORE — sales_tracker_v7_FINAL.xlsx
Northwind | Ana | called?? | 48k | follow up next wk
Cedar Log | Luis | HOT | 96,000 | sent deck 8/12 (which version)
Vela | Sofia | proposal | 120k | waiting legal
Orbit Media | ??? | 32k | lost? no reply since July
Pine & Co | Ana | meeting 9/3 | 64k | need pricing approval
Halcyon | Luis | contract | 180k | !!! DO NOT TOUCH
Merit Foods | Sofia | qualified | 55k | intro from Carlos
TOTAL (approx) | | | 595k | forecast: "probably 300k"
AFTER — monday CRMmonday CRM
Northwind RetailAna R.$48,000Qualifiednext: call Thu
Cedar LogisticsLuis M.$96,000Proposaldeck v3 · sent 8/12
Vela HealthSofía T.$120,000Contractlegal review · 2 days
Orbit MediaAna R.$32,000Lostreason: no budget
Pine & CoAna R.$64,000Negotiationpricing approved
HalcyonLuis M.$180,000Contracte-signature sent
Merit FoodsSofía T.$55,000Qualifiedsource: referral
Weighted forecast—$312,400Liveupdated 2 min ago
↔ drag
monday sales crm, explained

A CRM built around how your team actually sells

monday Sales CRM manages leads, contacts, accounts, deals and post-sale activity in one place — and, unlike rigid CRMs, it is shaped to your exact sales process instead of forcing your team into someone else’s.

Trust Code implements it for teams that have outgrown spreadsheets or are fighting a CRM their reps refuse to update. We define stages with entry criteria, automate follow-up cadences and lead routing, connect email, calendar and marketing sources, and build forecast dashboards leadership can trust.

We also migrate your existing data — from HubSpot, Salesforce, Pipedrive, Zoho or spreadsheets — in a staged import so reps see their own accounts on day one.

automation recipes we wire in on day one
When a lead arrives from a form assign by territory and create a day-one task.
When stage changes to Proposal generate the quote document and notify the manager.
When there is no activity for 5 days reassign the follow-up and flag the deal amber.
When a deal is marked Won create the onboarding board and the invoice item.
When a deal is marked Lost log the reason and schedule a 90-day re-touch.
pain points · self-diagnosis

Tick what sounds familiar

Each symptom is something we hear on first calls. Tick the ones you recognise and see what we would fix first.

0/6

Clean so far — but if the forecast still feels like a guess, let’s talk.

Book a pipeline audit
why hire trust code

Why sales teams hire us to implement monday CRM

01

We have done the migration before

Structured field mapping, deduplication and staged imports from every major CRM and from spreadsheets.

02

Process before software

We design the sales motion with you first; the CRM is configured to enforce it, not the other way around.

03

Reps adopt what saves them time

Minimal required fields, mobile-friendly views and automated admin — the reasons salespeople actually update a CRM.

04

Certified monday.com partner

Partner-level support and product access when you need an integration or a feature escalated.

05

Connected to the rest of the business

Sales links to onboarding, delivery, finance and marketing in the same monday.com workspace.

06

Measured from day one

Win rate, cycle length, follow-up time and forecast accuracy on a live dashboard we review with you.

FAQ

Before you switch CRMs

Yes. We map fields, dedupe records and migrate history in a staged import so nothing is lost and reps see their own accounts on day one.

They do when it saves them work. We keep required fields minimal, automate the admin, and make the mobile view fast enough to update between meetings.

No — it connects to them. Lead source and campaign data flow in so you can attribute closed revenue back to spend.

Discount thresholds, approval chains and document generation are all configurable in monday.com. We build them to your policy.

how to reach us

Talk to a consultant about Sales & CRM

Tell us where work gets stuck in the form. A consultant — not a sales rep — replies within one business day, and the first 45-minute strategy session is free.

hours: Mon–Fri · 9:00–18:00 CST · remote-first
serving: Worldwide
languages: Español / English
monday.com Certified Partner