Packages / Onboarding

Your sales CRM on monday — built for you.

Leads, a customised sales pipeline with opportunities, contact import, sales automations and dashboards — and, at the top tier, post-sales account management — handed over with your team trained.

Price

From $2,500

Who it's for · Sales teams adopting monday CRM or moving off a basic CRM.

See the optionsAll packages
monday CRM in monday.com
01 / Options

Pick the tier that fits.

What's included
Lite
$2,500
~2–4 weeks
Popular
Essentials
$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.

02 / Scope

Before you start.

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
monday.com Platinum Partner

We build it for you — you get a working system, not a course.

Platinum-level monday expertise paired with deep automation and AI engineering.

Every build leaves your team trained and documented, so you own it after we go.

03 / FAQ

Questions, answered.

No — we build with a nominated champion and hand over training and documentation, so your team owns it.

monday subscriptions and third-party software are billed to you; we build on your account so it stays yours.

Each deliverable includes a revision round; AI builds include a 14-day tuning window; ongoing changes go via Flex Hours or a retainer.

/ Start

Ready to start monday CRM Onboarding?

A working monday CRM your team is trained to run.

30 minutes. You'll leave with a clear recommendation.