Set up Monday.com for a startup

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1

Hi

We are start up and have chosen Monday.com as our Back end sales tool

We have had a go and putting together a
System that works us but we are struggling to understand it. We have simple offering.

We are a sales company who have developed our own software.

Monday needs to be Sales tool and marketing tool.

We want to see
Existing clients
Potential clients
Leads

We need to be able to filter them by.
Company Size people not money
Type of company.
What CRM are they using
Filter multiple products.
Regions
Usual things.
May be rules engine??? Not sure.

Marketing.
Mailchimp or another.
Jira

That’s it top of my head.

Is this with in your remit and some other things you could help with on Monday you would be able help us with.

We only have two uses in the company.

Looking to engage mid March to sort out for a roll out.

Thank you and hopefully look forward to hearing from you.

1 Like
2

Hey there @Click2Check and welcome to the monday.com community forums!

It is always exciting to connect with a start up who is looking to build out their ideal environment within monday.com. The team at CarbonWeb has worked on quite a few CRM’s and have produced some pretty complex systems. I’d appreciate getting some time with you this week to discuss the goals you have for your monday.com Work OS, and also how our team can build out your system component-by-component.

If you would like to discuss please schedule some time with me here: Consultation - Ricky

Good luck as you move forward!

Best regards,

Ricky Tomer

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

3

Hey @Click2Check Thanks for posting here!

Sounds like you have a pretty straighforward setup you are looking for with CRM. I’d be happy to sit down with you and walk through what you are doing and get your above requirements working in monday.com. Feel free to schedule a no obligation free consult with me here: Calendly - Tim Little

I think we can tackle your initial needs pretty quickly and cost effectively. And if you ever want to do more on the monday side we can build out your workflows in phases that will help your team succeed with your new system!

I look forward to hearing from you!
Best,

4

So many great partners to choose from. If you’d like to have an intro call with our team, you can email jenna@iointegration.com. We’d love to talk to you about your monday.com needs!