We need assistance with setting up Monday.com to align with our organization’s workflow—specifically the initial architecture and configuration of the Monday.com CRM.
Our goal is to streamline the entire process, from inquiry and sales to workflow management and logistics related to our services. We’re looking for support in designing and setting up the system; once the framework is in place and functioning correctly, our internal team will handle data entry and day-to-day operations.
Hi @Playsafe,
Welcome to the community!
We’re based in Melbourne but have capacity to help you with this. Please send your availability or phone number through to teameasy@easy-mondays.com so we can have a chat and qualify we’re a fit for each other.
Hey Adam
Welcome to the Community
I’ll create custom boards for each stage of the process, including lead tracking, sales pipelines, and logistics coordination, ensuring that all data flows smoothly between different departments. We can also integrate automation to simplify tasks like follow-ups, reminders, and notifications, so you can focus on scaling your operations with ease.
I’ll ensure it’s functioning seamlessly, allowing your internal team to take over day-to-day management while you’re able to track performance in real-time. The setup will be intuitive yet powerful enough to give you full control over every aspect of the process.
Hi there 
It sounds like you’re in the perfect position to benefit from a strong monday.com CRM foundation! I’m Zoe from Kick Consulting—we’re an official monday.com partner based in Australia & New Zealand, we specialise in helping teams like yours design and implement custom workflows that actually work.
We’ve helped businesses streamline their end-to-end processes—sales pipelines, service delivery, logistics, and more—by building out the right architecture and automation to suit their goals. Once it’s set up, it’s super easy for internal teams to manage the day-to-day.
If you’d like to chat through what this could look like for your team, feel free to reach out or book a free discovery call here.
All the best with your setup!
Cheers,
Zoe | Kick Consulting
zoe@kickconsulting.com.au
[www.kickconsulting.com.au]