monday.com packages · monday CRM Onboarding
monday CRM set up for your sales team, from leads to pipeline.
We build the leads board, a sales pipeline with your deal stages and opportunities, contact import, sales automations, and dashboards, and at the Professional tier post-sales account management, then train your team.
- Price
- From $2,500
- Who it's for
- Sales teams adopting monday CRM or moving off a basic CRM.
Options
Pick the tier that fits.
| What's included | Lite$2,500~2–4 weeks | Most popularEssentials$5,000~4–6 weeks | Professional$10,000~6–8 weeks |
|---|---|---|---|
| Leads board with a capture form and lead-to-contact/deal conversion | |||
| Contacts & accounts board with monday CRM's standard columns | |||
| Contact & account import and de-duplication | |||
| ~5 core automations (lead assignment, stage-change alerts, reminders) | |||
| 1 pipeline dashboard (open deals by stage, value, owner) | |||
| Champion training session + a short how-to doc | |||
| Full sales pipeline: customised deal stages, opportunities, win/loss | |||
| Native email integration (Gmail or Outlook) with logged activity | |||
| Activity-tracking board + timeline against each account | |||
| Expanded automations (~10 total) | |||
| 2 dashboards (pipeline & forecast, team activity) | |||
| Additional lead-capture forms + wider-team training | |||
| Post-sales / account-management board (onboarding, renewals, health) | |||
| Automated won-deal handoff from sales to account managers | |||
| Quotes & invoices setup* (plan-dependent) | |||
| Advanced customisation: custom fields, mirrored boards, sequences, roles | |||
| Advanced automations (~25 total) across lead-to-cash | |||
| 4 dashboards + up to 2 native integrations | |||
| UAT, phased rollout, and full documentation | |||
Not sure which tier? We'll confirm the right fit on a quick call.
Scope
What you need, and what is not included.
What you'll need
- monday subscription on a plan supporting the product
- Admin access
- Some features depend on your monday plan (confirmed in scoping)
Not included
- Scope beyond the tier (more = Flex / higher tier)
- One product / entity
- monday license costs
- Data migration (separate)
- Quotes & Invoices and sales sequences are native monday CRM features but require a higher monday plan (Pro/Enterprise), confirmed before scoping
- monday's invoices board tracks status/collections. It is not a payment or accounting system
- We build it on your account and hand over a working system.
- A monday.com Platinum Partner, with automation and AI engineers on the same team as the monday.com builders.
- Every package ends with training and documentation, so your team runs it without us.
Questions
Frequently asked questions.
Will we be dependent on you afterward?
No. We build alongside a nominated champion on your side and hand over training and documentation, so your team runs it without us.
Who pays for monday and third-party licenses?
You do. monday.com subscriptions and third-party software are billed to you, and we build on your account so it stays yours.
How do revisions work?
Each deliverable includes one revision round. AI builds also include a 14-day tuning window. Changes after handover go through Flex Hours or a retainer.
Next step
Book a scoping call.
Tell us about your monday.com account and what you need from monday CRM Onboarding. You leave the call knowing whether it fits, what it would cover, and when we can start.
30 minutes. No commitment.