NEED A Monday.com Expert For My Fire & security Alarm Company

LOOKING TO HIRE SOME ONE TO CREATE MY MONDAY.COM SYSTEM.

. Some of the stuff that we would require in our system would be:

    1. Sales System Automation:
    • a. Lead
    • b. Quote
    • c. Contracts Generated
    • d. Contracts Emailed To Customer Via Panda Doc Or Docusign
    • e. Contracts Sent back
    • f. Contracts Store in customer file
    • g. Sales Order Generated.
    • h. Service Order Generated & Booked
    1. Service System:
    • a. Ability To Book Service Calls
    • b. Service Calls To be booked from new sales orders
    • c. Auto SMS Texting & Email App Reminder and Conformation
    1. Marketing
    • a. Mail Chimp
    1. Customer Portal
    • a. Bill Payment Module
    • b. Invoice module
    • c. Schedule Service Module

We would need the Office 365 Suite & Teams & Azure AD integrated into the system.

This is just some of the stuff that comes to mind right now.

1 Like

Hi @JASFIRSECURITY :wave:

upstream can help. We are Platinum Partners, monday.com Preferred Partners and APAC Partner of the Year for 2020. Based in Australia, we have a global staff network encompassing dedicated teams.

You’ll have access to our Solutions Engineers as well as our full stack Development Team who specialise in integrations and custom requirements.

Please feel free to return my email directly via peta@upstreamtech.io alternatively you can book straight into my calendar for a meeting using the below link. I would be very interested to better understand your use case and see how we can help you.

Meet with Peta

Kind regards,
Peta - upstream

Hey there @JASFIRSECURITY and welcome to the monday.com community!

There are a lot of great partners to work with and I would like to introduce the team at CarbonWeb. Our team has developed an out-of-the-box solution that will allow you to take monday.com to the next level for you and your team with minimal effort. This tool will allow you to scale your environment accordingly.

If you’d like to hear more about this product or learn about our component-by-component style I would be happy to have a meeting. You can always schedule with me here: Consultation - Ricky

Good luck as you get started!

Best regards,

Ricky Tomer

VP of Sales
Carbon Web Print, LLC
Schedule Consultation | Website
Phone: 440-462-7743 | Email : ricky@carbonweb.co

Hi Jospeh,
All that you have described and are wanting done is certainly well within my area of expertise and I would be glad to help you out on all this.
You can reach me on andrewjohnson56782@gmail.com
Cheers,
Andrew

Hi Joseph!

Choosing monday dot com as your enterprise’s project management system is a commendable decision!

By creating boards on monday dot com, you can easily organize and manage sales, service, marketing, and customer support seamlessly. Board creation helps you group and monitor processes like lead generation, record service calls, and understand the proper relations. Besides, integrating your monday dot com account with MailChimp allows your in-house marketing experts to manage multiple campaigns from one space, sync subscribers and leads, send automated replies, and get notifications.

The consultants from Damco solutions can help you with board creation, MailChimp, and QuickBooks integration for handling invoices. We’re one of the experienced monday com partners. Our dedicated monday.com consultants have accomplished a range of complex monday com projects for clients across the world.

Regards
Neelam B
Damco Solutions
Phone: +1 609 632 0350 | Email : info@damcogroup.com