Hi @mmccoy and welcome to the community! You have come to the right place looking for assistance on everything monday as there are numerous individuals to help.
As you likely know, there are a few CRM solution templates available out of the box that you can customize to fit your needs, however there is usually some additional work that needs to be done to make it suit your business perfectly.
We have helped numerous clients with CRM solutions on monday and would be more than happy to discuss this with you further. We do offer complementary 1 hour sessions to get you started, and if need be plan some next steps to assist you with the implementation.
Feel free to check us out online, and if you would like to discuss send me a DM here or shoot me an message at firstname.lastname@example.org.
Have a great day!