Urgent help needed to set up CRM on Monday.com

Hi Guys, We looking to hire an expert to set up our CRM and intergrate part of the CRM into our partner portal so that partner can also see the status of each lead.
The CRM part should be fairly easy as we’re a mortgage broking firm just need someoen to teach us how to make a good use of the system to help us grow. Please email me at zhe.xu90@gmail.com.

1 Like

Hey @Tianjinwawa123,

Thanks for reaching out to the monday.com community forums! I work with CarbonWeb and we are a referral partner with monday.com who have been working with companies to tailor their system component-by-component. It sounds like you’ve got great footing to start and I’d be happy to see how my team may be able to help. Feel free to grab some time with me here if you’d like to chat about it: 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, @Tianjinwawa123 - I will reply here and also shoot you an email as requested. I’d love to chat with you about your CRM needs - we love working with mortgage brokers! We’ve built multiple CRMs for the mortgage broker industry and integrated various communication platforms, POS and LOS systems used by our brokerage clients. You can learn more about our work here: Mortgage Broker CRM with monday.com

Book a Consultation with us: https://meet.polishedgeek.com/more-with-monday

~ Deb Cinkus, PMP
CEO & Principal Consultant at Polished Geek

Hi @Tianjinwawa123

I’m interested and would like to assist you with.
I have sent you an email regarding the same
Please check your email

Hi @Tianjinwawa123, make sure to check out Moneylogz, it’ll enable you to track mortgage balances from financial accounts right on monday.com. Hope that helps :slight_smile:

Hey @Tianjinwawa123

Welcome to the monday .com community!

If you are looking for an expert to integrate your CRM software with monday .com, I would recommend you seek help only from certified monday partners. There are many professionals that offer integration services, however, when you connect with certified monday partners for monday CRM integrations, they will set up your CRM on monday .com in minimal downtime with zero data loss. Once the integration is done, you can not only optimize the sales process but also enable the sales team to complete their tasks in a quick turnaround time with better efficiency.

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

Feeling overwhelmed with all your CRM options in monday․com?

You’re not alone, there’s a lot to consider. Polished Geek has published a huge review and comparison guide for anyone thinking about using monday as their CRM.

In this extensive monday CRM review, we cover all the most popular different CRM solutions in monday, from free templates to paid apps to custom builds.

Check it out below:

The Ultimate monday.com CRM Review: A Comparison Guide

~ Deb Cinkus, PMP
Certified monday․com Partner
CEO & Principal Consultant, Polished Geek