monday.com packages · Revenue Intelligence Setup
Revenue Intelligence configured on your monday CRM pipeline.
We connect email and calendar for your reps, configure predictive deal scoring and revenue forecasting on your pipeline, enable email tracking, and build a dashboard for forecast, deal health, and activity.
- Price
- $3,500
- Who it's for
- Sales teams on monday CRM Enterprise that want deal scoring and forecasting configured on their pipeline.
What you get
What we build for you.
- Email + calendar sync connected, with automatic activity capture
- Predictive deal scoring configured on your pipeline
- Revenue forecasting set up (forecast categories + targets)
- Email tracking + engagement analytics enabled
- A Revenue Intelligence dashboard (forecast, deal health, activity)
- Walkthrough + handover docs
Pricing
The price is fixed.
Flat price~2 weeks
$3,500
Requires monday CRM Enterprise; email / calendar connected per rep; 1 revision.
Scope
What you need, and what is not included.
What you'll need
- monday CRM on the Enterprise plan (Revenue Intelligence is Enterprise-only, confirmed in scoping)
- An existing monday CRM with pipeline / deals in place
- Admin access + reps able to connect their email / calendar (Google or Microsoft)
Not included
- monday CRM Enterprise licence costs (Revenue Intelligence is an Enterprise feature)
- Building the CRM itself (that's CRM Onboarding)
- Custom AI models or third-party revenue tools
- Ongoing tuning (Flex Hours / retainer)
How we deliver.
- 01Step 1
Confirm your plan and connect email / calendar for the team
- 02Step 2
Configure scoring, forecasting, and the dashboard on your pipeline
- 03Step 3
Test, train, and hand over docs
- 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.
Do we need the Enterprise plan?
Yes. Revenue Intelligence is a monday CRM Enterprise feature. We configure it on your Enterprise plan, and if you are not on it yet we say so before scoping.
Do you build our CRM too?
No. This package configures Revenue Intelligence on an existing monday CRM. If the CRM needs building first, that is the CRM Onboarding package.
Whose email and data is used?
Your reps connect their own email and calendar; everything stays on your account.
Next step
Book a scoping call.
Tell us about your monday.com account and what you need from Revenue Intelligence Setup. You leave the call knowing whether it fits, what it would cover, and when we can start.
30 minutes. No commitment.