monday.com set up around how your team works
We map your process, build the boards and automations to match it, connect monday.com to your CRM and other systems, and keep it running from a monthly block of hours.
We designed, connected and now manage monday.com for a US healthcare provider.
Sound familiar?
- Every team built its own boards, and nobody can see the whole process.
- Work moves between monday.com and your CRM by copy and paste.
- The automations fire, but nobody is sure which ones still matter.
- You're moving off spreadsheets or another work tool and want the structure right the first time.
What we do in monday.com
Process design
Before we build anything, we talk with the people who do the work and map the steps, handoffs and owners. The boards follow that map.
Setup
Workspaces, boards, columns, groups, views, dashboards, automations, forms, and user permissions. We document what each board is for so new staff can follow it.
Integrations
We connect monday.com to your CRM and the other systems your teams use, with monday.com's API or custom code when a ready-made connector can't apply your rules.
Monthly management
We keep the workspace in shape as your process changes: new boards and automations, fixes, dashboard updates, user changes and clean-up of boards nobody uses.
Built and run by the same team
monday.com is rarely the only tool in the process. The team that sets up your workspace also builds the connections around it, so work doesn't move by copy and paste.
- Integrations between monday.com, your CRM and the systems your teams use, through APIs or custom code.
- Custom apps and portals for work that doesn't fit a board.
- Websites with CMS admin panels, built by the same team that runs your workspace.
Our monday.com work
- A US healthcare provider
- We mapped their process, set up their monday.com workspace, connected it to their other systems, and manage it month to month. The same team runs their HubSpot portal and Salesforce org.
- Process design
- Setup
- Integrations
- Monthly management
How monthly monday.com management works
Step 1
Review
A free call to look at your workspace and what your team needs from it.
Step 2
Pick a block
You choose a monthly block of hours. We suggest a size based on the review.
Step 3
Send requests
Your team sends requests and we work through them in priority order.
Step 4
Agree the rules
How unused and extra hours are handled is agreed in writing before work starts.
Pricing: USD 25 per hour for each person working on your account, sold as a monthly block of hours. Process design, setup and integration projects are quoted separately after the review. How pricing works
Why teams bring us in for monday.com
We connect it to your CRM
We also run HubSpot and Salesforce, so the link between monday.com and your CRM gets built by people who know both ends.
We write code when settings run out
If an automation needs logic monday.com can't express, we build it.
We stay after setup
The workspace keeps changing as your process does, and we keep it in step.
Questions about this work
Can you fix a workspace someone else built?
Yes. We review what's there, keep what works, and rebuild what doesn't match the process.
Do you work with HubSpot and Salesforce too?
Yes. We set up, integrate and manage both.
Let's look at your workspace
Book a free Systems Review. We'll walk through your boards and process with you, and if we're a fit, send a written scope and quote afterwards.
Book a free Systems Review