Monday expert support in CRM setup for small business

We are a small video production company looking for a specialist to help us.

As a starting point we’re needing assistance in CRM structuring and sales pipeline management. Ideally we’re looking a consultant based in Australia / Sydney and able to provide hourly based fee structure.

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Hi Julian,

We are a certified monday professionals, would love to hear more about your use case and demo you some amazing workflows that we have. My team is based is based in Sydney as well so let us connect and discuss it further.

Feel free to reach out at

Best Regards,
Aquib Zafar

Hi @JulianT, Welcome to the community :slightly_smiling_face:

my name is Alex Robinson from upstream, we are a partner based out of Canberra Australia and are able to provide our services relating to CRM and Sales Management.
Can travel to Sydney too if required, but you will be surprised how much I can assist you remotely.

Happy to connect and provide further information and see if working together is a great fit for your organisation.

reach out to me if you would like to arrange a meeting.

Appreciated your time.

Thank you

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Hey @Julian T

Choosing monday .com for managing your sales pipeline is a worthy decision! By using sales structuring templates, you can connect multiple tools, manage customer needs and communications, and monitor sales teams’ processes effectively. The template simplifies sales workflow and offers interactive visualization of where all deals stand. You can also understand which tasks your team is working on, completed, or jammed. Similarly, you can insert the “Numbers Column” option in this template to track revenue, costs, time estimations, and others.

If you’re seeking assistance in implementing a sales pipeline template, hiring dedicated experts from a recognized consulting company is a preferable option. They can integrate your favorite tools and make the sales template easily sync with team members at any stage.

Hi@JulianT ,

We’re Monday experts, and we’re thrilled to assist you

Feel free to reach out if you have any specific questions or need further guidance. We’re here to make your Monday experience even more efficient!

See the tutorial of some Monday automations we did here:

See our blog here on Monday Automations:

Feel free to book a slot from Calendly to discuss the further steps:

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If you need any implementation support kindly contact us

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