Finance Broker seeking assistance

We are an embryonic UK Finance Brokerage that is seeking assistance from a Monday specialist to help us build a CRM solution ASAP. We need to import and process lead generation data from external companies using CSV files as well as using the data created organically. We would also like to explore integration and automation with email including sending attachments.

Looking forward to hearing from anyone that experience of working with companies within our sector for a free initial meeting where we can get to know each other and also establish indicative costs and time for this project.

Hi @Mitch - Welcome to the community! We have worked with both CRM and loan processing inside of monday․com and are a product-certified partner with the platform. I’d love to chat with you to learn more about your needs and see how we could help you build a robust lead generation workflow. You can book a time here (we’re based in NC, USA) - Book Polished Geek: more with monday.com

~ Deb Cinkus
Product-certified Partner

Hello @Mitch !

We at Omnitas Consulting are monday.com preferred platinum partners and have been configuring monday.com as a CRM for the past 3 years.
We have been awarded best professional service partner by monday.com themselves both 2019 and 2020.

We are 10 consultants located in Stockholm Sweden all working 100% with monday.com implementations on a daily basis.

We would love to meet up for a first free initial dialogue to better understand your needs and how we can help.
Please reach out through a DM or send me an email to thomas@omnitas.se

1 Like

Hello @Mitch. You have certainly come to the right place, there are a number of fantastic Monday specialists here to help you on your Monday journey.

Here at Green Llamas Consulting, we have plenty of experience in building CRM solutions on the Monday platform, additionally I personally have over 15 years experience in various enterprise CRM applications (including Dynamics) so I have a very good understanding of how flexible these systems need to be.

I would love the opportunity to speak with you more on this initiative to see how we can help. Feel free to contact me here or check out our Website for more details:

Take care and talk soon,
Mark

Hi @Mitch,

Happy to jump on a free scoping session with you to better understand your required workflow. We are getting heaps of CRM requests at JTs Cloud across all verticals and are happy to adjust to your timezone. We are based in Australia and were awarded the APAC Partner of the Year 2020 for our excellent services towards Monday users. You can reach out to me via email oliver@jtscloud.com!

Speak to you soon,
Oliver

Hi Mark. Thanks for responding. Where are you based?

Hi @Mitch - we are based in Ontario, Canada (about an hour north of Toronto).

We do complete a good chunk of our work for clients remotely and are flexible in shifting hours to meet the needs of clients in different time zones where needed. That being said, I completely understand the need/want for more localized help as well.

If you would like to continue the discussion further feel free to PM me here or reach out to me at info@greenllamas.com.

Thank you,
Mark

Hi Mitch,
If you are still looking out for some help, I would be interested as what you are needing done is well within my area of expertise.
You can reach me on andrewjohnson56782@gmail.com
Best Wishes and Have a great Friday,
Andrew

Hello,

Our team has built financial products for the world’s larges brokerages and asset management firms.

In a separate effort we have extensive experience building applications as Monday apps.

We build GraphQL APIs that consume Monday’s V2 graph data and can produce an MVP very quickly.

Hi Rob,

Thanks for reaching out, however, we have found what we are looking for.

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