Monday Expert in Gaant charts, CRM and general walkthrough of

Hi All,

We are an Event and Films agency, looking for a specialist to talk to, to better understand:

Gannt feature:
• How to use the Gannt feature to pull from subsections’ timelines to highlight a clash in resource
• A way to create a Gannt of multiple projects/boards to track project progression

CRM capability:

  • Pipeline management
  • Metrics dashboard for business development
  • Emailing and contact within prospects records
  • Message sequencing capability (not sure I want to use this but would be useful to know)
  • API link with Mailchimp or other mailing system

Ideally, we’d like to have an intro hour to talk through our problems and for the specialist to present back a solution, which we can then progress to implement as well as a general walk through of best practice and the systems capabilities.

1 Like

Hey there @ToucanAgency and hello again on behalf of the team at CarbonWeb

You made a post a few days ago and I know a few different partners responded and are interested in connecting with you! There are a lot of great teams within the community and I wanted to just reshare my original response.

I hope to connect with you soon!

Best regards,

Ricky Tomer

VP of Sales
Carbon Web Print, LLC
Schedule Consultation | Website
Phone: 440-462-7743 | Email :

Hi @ToucanAgency ,

Like @Ricky.Tomer , we noticed and responded to the previous post, and are also able to assist in CRM set up, management and workflow training. We have our own custom dev team so APIs are no problem at all.

Please feel free to contact me directly via, or use the booking link below to schedule in a free 1 hour consultation so I can share screens and provide a visual example for our talking points.

International Clients - Special Hours

Thanks and kind regards,
Peta - Services Consultant at upstream

Hi @ToucanAgency

I have seen your requirement and would love to help you. Kindly let me know if you are still looking for help.