Looking a CRM integration partner!

Hello!

We’re a CPG company, looking for help from a brilliant Monday.com specialist who can build/customize a CRM solution for us ASAP. We will need integration and automation with email and would love file sharing capabilities (ie. attaching a file to an email that would be sent to a prospective customer) vs. a cloud hosted file/link. We would also need a CSV template that we could use to do bulk imports of customer info into the monday.com board in the future.

Let’s get started with a free initial meeting where we can get a feel for each other and we can get some clarity on how you could see this project developing.

Looking forward to getting connected!
Zoe Levin, CEO @ Bim Bam Boo

Hello @zoe_BBB !

What a pleasant coincidence. Me and the wife are expecting our first child in April and was just looking at your products over the weekend :slight_smile:

I represent Omnitas Consulting, we are a digital management consultancy firm specializing in workflows and CRM. We are 8 people working full time with monday.com as our main platform. We are preferred platinum partners and work with Enterprises all over the world in helping them understand their workflows and supporting them with monday.com. I would venture as far as saying that we are one of top authorities specifically on monday.com as a CRM, a use case we have been solving with monday.com for the past 3 years.

We always start the process with a free initial meeting. It is important that we get to discuss and and understand your needs properly because we want to make sure we can deliver not only on the individual features, but also the overall desired effect you need.

Please send me a DM here or reachout to thomas@omnitas.se and lets sync a time.

Looking forward to the meeting!
Thomas, CEO Omnitas Consulting and soon to be proud father

2 Likes

Hello @zoe_BBB

You have certainly come to the right place for expertise on this subject as there are numerous FANTASTIC Monday.com specialists here to help.

Allow me to introduce Green Llamas - a dedicated Monday.com partner, focused on all things Monday! As it relates to your need, we have plenty of experience with this type of request around automation building and connectivity with numerous applications. We have also built custom CRM boards, automations and KPIs for other customers in the past.

Personally, I have about 15 years experience in various CRM applications (Dynamics 365 most recently) so could help with some design and adoption ideas as well. CRM is so incredibly powerful…however can be a tricky one to implement for sure.

When you have a moment feel free to to check us out at https://www.greenllamas.com or contact us at info@greenllamas.com and someone will get right back to you for an initial complementary review.

Thanks Zoe,
Mark

1 Like

Hi @zoe_BBB / TP Queen,

Happy to set up a free session to get a feel for each other and build out your vision. I work for JT’s Cloud (APAC Partner of the year 2020) and we can certainly help you with building a CRM. We are based in Australia but have a lot of clients in the US as well.

Let me know when I can reach you best, my mail is oliver@jtscloud.com

1 Like

Hi Zoe,
What you are wanting done is right up my alley of expertise and I would be happy in helping you out on this.
You can reach me on andrewjohnson56782@gmail.com
Best Wishes,
Andrew

Hi Thomas–

Thanks so much for this information. We are wondering if you might be able to meet sometime tomorrow to discuss further. My colleague Theon and I are available to meet anytime after one CST tomorrow if not Wednesday and Thursday also work.

Let us know when is best for you. Thanks so much.
Sarah

Hello @zoe_BBB!

I would love to meet you and your colleague Theon.
Please allow me to send you a direct message with some timings to coordinate for our meeting.

With regards
Thomas