Hello Christie!
You are in luck. As Certified Preferred Partners of monday.com we have helped many companies build comprehensive CRM solutions within monday.com and it is one of our specialties.
The best thing with building a CRM in monday.com (in my optinion) is:
- You can customize it 100% to fit your organisation, communication, products and salescycles.
- It is easy to build an automated hand-over to the production/ client project team(s).
- With everything in the same system the company will have a joint situation awareness and the different departments have incentives to collaborate.
- You will be able to get good insight in the health of your company with both sales pipe and live projects in the same BI tool.
- Unlike solutions like SalesForce, When and if you want to change something you can do this easily without being dependent on the consultants that took care of your initial implementation.
I think you should contact our head of sales Fredrik at (fredrik@omnitas.se) and try to set up an initial chat in order for him to fully understand your needs and help you create the Scope for an eventual implementation project.