Full sales visibility
The sales director sees the pipeline in real time. Leadership gets a forecast based on data, not gut feel.
CRM implementation — the central place for sales work and customer management
We deploy Monday CRM in 20–300 person organizations with active B2B sales. Sales pipeline, follow-up automation, Microsoft 365 integration, migration from Excel or another CRM. Go-live in 4–8 weeks.
01
No single source of truth for leads and customers
02
Sales forecast based on intuition, not data
03
Leads lost due to missed follow-ups
Customer problem
Sales reps work across 5 tools: Excel, Outlook, Teams, phone, their own memory
A classic in companies: lead list in Excel, customers in Outlook, offers in Word, follow-ups in salespeople's heads. The sales director doesn't know how many offers are active, how many decisions are pending, what the real pipeline is. The leadership forecast gets done on gut feel.
Monday CRM solves this end to end. Every lead, customer and deal in one system. Pipeline with stages and automations. Contact history. Real-time forecast. Outlook integration — an email from the customer automatically becomes an activity on the deal. No chaos, full visibility.
Why it matters
No single source of truth for leads and customers
Sales forecast based on intuition, not data
Leads lost due to missed follow-ups
A salesperson leaves — their customers disappear with them
No audit trail of sales work
What we deliver
What we deliver in the implementation
A CRM rollout is a business project about how the sales team works, not just installing a tool.
01
Sales process audit
Interviews with sales reps and the sales director. Mapping pipeline stages, qualification criteria, the way leads are run.
02
Monday CRM configuration
Lead, customer and deal boards with metadata, statuses, automations aligned with your pipeline stages.
03
Data migration from current tools
Excel, Pipedrive, Salesforce, HubSpot, custom CRM — we move leads, customers, contact history and deals.
04
Microsoft 365 integration
Outlook — customer emails as CRM activities. Calendar — meetings linked to deals automatically. Teams — sales channels.
05
Follow-up automation and reminders
No follow-up for 5 days — automatic reminder. Deal in proposal stage over 14 days — escalation to a manager.
06
Sales dashboards
Salesperson dashboard (my deals, my activities), manager (the team), director (forecast, KPIs, per-stage conversion).
07
Training for sales reps and managers
Sessions per role: sales director (how to read the forecast), managers (how to lead the team), reps (how to run a deal in CRM).
08
30 days of post-launch support
Responses within 24h, pipeline tweaks, extra automations, training for new reps. After 30 days the team runs on its own.
Technology stack
Technologies we use
Monday CRM at the core, integrated with the rest of the sales ecosystem.
Monday.com CRM EditionMicrosoft 365 (Outlook, Teams, SharePoint)Power Automate (automations)Power BI (leadership dashboards)Marketing automation integrations (HubSpot, Marketo)ERP integrations (Comarch, Symfonia, SAP)
Your solution
Typical Monday CRM scenarios
B2B services sales
Agencies, consulting firms, law firms, software houses. Long sales cycle, multi-step offer process, larger-value deals.
B2B product sales
Manufacturers, distributors, wholesalers. Shorter cycles, larger volumes, key accounts managed individually.
Inside sales and marketing lead handling
Companies with active digital marketing. Leads from forms, campaigns, events. Qualification and routing automation.
Customer success and renewal management
SaaS and subscription companies. Renewals, upsell, churn management. Customer health score.
Solution fit
Sprawdźmy, które elementy rozwiązania najszybciej ograniczą pracę manualną i uporządkują procesy w Twojej organizacji.
Impact and metrics
Effects of a Monday CRM rollout
Clients we have implemented Monday CRM for report similar effects within the first 2–3 months.
+30%
more leads handled thanks to follow-ups
100%
pipeline visibility for leadership
-50%
shorter sales reporting time
0
lost leads and deals
Business benefits
No more lost leads
Automations chase follow-ups. No reminder about a customer after a week — the CRM nudges you.
Knowledge outside reps' heads
Customers don't leave with the salesperson. History, offers, decisions — everything stays in the CRM, available to the team.
Who this is for
Who this is for
20–300 person companies with active B2B sales
Organizations with 5+ sales reps handling a pipeline of 50+ deals in motion.
Companies outgrowing Excel
Organizations that started small but where the CRM spreadsheet has become a bottleneck.
Companies building a sales department
Organizations scaling the sales team — CRM is the foundation for predictable revenue.
Microsoft 365 companies
Monday CRM integrates natively with Outlook, Teams, SharePoint — a built-in part of the ecosystem.
Implementation process
Monday CRM rollout process in 5 steps
We implement the solution in a structured model that clarifies project stages, integration with the current environment and further development across the organization.
Stage01
Sales process audit (1–2 weeks)
Interviews with sales reps, the sales director, the CEO. Mapping the pipeline, qualification criteria, the way offers are run.
Stage02
Monday CRM structure design (1 week)
Boards, pipeline stages, automations, dashboards. Approved by the sales director before configuration.
Stage03
Configuration and integrations (2–3 weeks)
Building the Monday CRM structure, M365 integration, marketing automation and ERP. Migrating data from previous tools.
Stage04
Training and go-live (1 week)
Sessions for reps, managers and the sales director. Internal materials. Launch with active consultant support.
Stage05
30 days of post-launch support
Pipeline tweaks, additional automations, training for new reps. After 30 days the sales team runs on its own.
Stage 1 of 5
Audit of the current sales process
Recommended Monday CRM structure
Implementation phases and M365 integration plan
FAQ
Frequently asked questions about CRM implementation
How long does a Monday CRM rollout take?
Typically 4–8 weeks. Smaller companies (up to 30 people) — 4–5 weeks. Companies with a rich pipeline and ERP integrations — 6–8 weeks.
Is migration from another CRM (Salesforce, Pipedrive, HubSpot) included?
Yes. We migrate from the most common CRMs: Salesforce, Pipedrive, HubSpot, Bitrix, Microsoft Dynamics, custom tools. We move leads, customers, deals, contacts and history.
Why Monday CRM instead of Salesforce / HubSpot?
Monday CRM is cheaper, simpler to use, and integrates better with the rest of Monday (projects, marketing). Salesforce makes sense for 500+ person companies with complex processes. For 20–300 people Monday CRM usually wins on price-to-value.
Does the Outlook integration really work well?
Yes. An email from the customer automatically becomes an activity on the deal. A calendar meeting links to the customer. It's usually the sales team's favourite feature post-rollout.
What about marketing automation (HubSpot, Mailchimp)?
We integrate Monday CRM with the most common marketing automation tools. Leads from campaigns flow into the CRM automatically, with scoring and routing to the right rep.
Are sales team trainings part of the package?
Yes. Separate sessions for sales reps (how to run a deal), managers (how to manage the team in CRM), the sales director (how to read forecasts and reports).
What happens after 30 days of support?
After 30 days the team runs on its own. We can offer a support retainer (new automations, integrations, additional teams) or leave you with a ready, working system.
Related materials
Related solutions
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In-depth analysis
CRM implementation (Monday CRM) — what to know
The classic picture: an 8–25 person sales team, contacts scattered between Excel, Outlook and Slack, a forecast built by hand on the 26th of the month — and the day a senior rep leaves, three of the biggest deals walk out with them because the deals were „only with him”. Monday CRM solves that specific problem: the pipeline becomes the company's asset, not an individual seller's. For teams that size it tends to win over Salesforce (overbuilt and expensive to roll out) and HubSpot (pricing breaks past the fifth user).
Monday CRM looks different across verticals. In B2B services — agencies, software houses, consultancies — we use it to run long sales cycles with multiple stakeholders and surface deals to the board. In SaaS and tech — for inbound lead qualification and outbound, plus integration with marketing automation. In distribution and transactional B2B — for account management, replenishment and upsell. None of those rollouts share a „universal” pipeline that just works.
A good rollout doesn't start with tool configuration. It starts with one conversation with sales and one with leadership. What does the rep spend 80% of their time on, and what slows them down most. What does leadership need to see every Monday morning. The pipeline, dashboards, automations and data migration plan all flow out of those two answers. Without them Monday CRM becomes another Excel — just with prettier tables.