Hi all,
We are a startup and have opted to use Monday.com sales CRM for our sales pipeline and dashboards.
We have found it quite complex to set up the way we would like with boards for Leads, opportunities, revenue+productivity dashboards.
Are there any experts available to set this up for us and if so, please provide your pricing so we can reach out to get this sorted.
Hey @Alessiomoc, and welcome!
If you’re looking to do a guided setup/onboarding of monday CRM, we offer it in a clear-cut package. You can check it out here → CRM Onboarding
If you’re looking for a hands-off custom build, we’re more than happy to help with that too. We’ve onboarded more than 1,000 teams to monday.com, and I’d encourage you to book an exploration with our team to see how we could help your team.
Hi @Alessiomoc,
Our founder comes from a sales background and has a handful of ways to track those all important metrics.
Interested to learn about your team and what you’re getting after - drop us an email if you would like to connect.
Best,
Peta
Hi @Alessiomoc
I am interested to discuss, where you found complex to setup.
Please let me know your availability for same
Contact here
Regards
Deep
Hi Alessio,
I have worked extensively helping clients get setup on Monday.com
Can help streamline your Leads and Opportunities boards and get your reporting where it needs to be.
You can reach out to me on my email here
Colin
Hi Carson,
Thanks for your response.
The link you shared to the packages doesn’t appear to work. Do you have an up to date link?
Hi Alessio,
I can help you set up and optimize Monday.com Sales CRM with structured boards, automations, and clear revenue/productivity dashboards.
Happy to discuss further details.
ianradnor088(at)gmail(dot)com
Ian