HomeServicesRevOps & MarTechmonday.com Solutions
We design, build and automate monday CRM, Work Management and Campaigns, and connect them to the systems you already use. We deploy custom AI agents under clear governance and measure the result against your business outcomes.
Where we start
A working session to map the workflow you want to improve and agree how we will measure the change.
No commitment required.
In short
The Smarketers is a monday.com partner for B2B teams. We implement monday CRM, Work Management and Campaigns, connect them to the tools you already use, and build custom AI agents and automations with permissions, review steps and usage controls. Every engagement starts with a workflow audit and a success baseline.
monday.com can run sales, delivery, service and marketing on one platform. It also gives you enough freedom to build something that works for one team and breaks for the next. Most of the trouble we see in B2B teams comes from the same five places.
Leads sit in one system, projects in another, and reporting lives in spreadsheets that someone rebuilds every month.
Simple triggers work. Multi-step, multi-board logic with exceptions and approvals is where most setups stall.
Fields are filled in differently by every team, so dashboards disagree and forecasts get second-guessed.
A deal closes in the CRM, and delivery learns about it through an email thread.
Boards get built, training is skipped, and teams drift back to their old tools within weeks.
We start with the workflow that costs you the most, rebuild it properly, and measure the change before we move to the next one.
IT services, system integrators, SaaS and digital platforms.
Also: manufacturing & industrial, healthcare & life sciences technology, cybersecurity, telecom & professional services.
Teams with 100 to 1,000 employees.
Also: selected smaller teams, and custom engagements for larger organizations.
CEO, COO, CRO, CIO and transformation leaders.
Plus the sales, marketing, RevOps, business operations and IT leaders who own the workflow day to day.
Targets are set during discovery against a baseline measured in your own business. We report on four dimensions so leadership sees both usage and impact.
Pipelines, roles, automations, dashboards and handoffs designed around how your team sells.
monday.com connected to HubSpot, Slack, Google Workspace and your own systems, with automation that holds up under real volume.
monday agents, Sidekick, AI Blocks and AI Workflows deployed with permissions, review steps and usage limits.
Work Management implementation for delivery and PMO teams, and Campaigns for marketing operations.
Stages mean different things to different reps, and the pipeline cannot be trusted.
One pipeline with clear stage criteria, lead routing, follow-up automation and a forecast dashboard.
Delivery starts without the context sales gathered.
A won deal creates a delivery project with owners, milestones and deal details attached.
Briefs, assets and sign-offs move by email.
A campaign calendar with request, review and approval paths and a launch checklist.
Requests arrive from everywhere, and leaders see risk too late.
Intake forms, routing, approvals and a portfolio dashboard for projects and resources.
Reps sort and research inbound leads by hand.
A custom monday agent that checks each lead against your ideal customer profile and routes it, with human review on edge cases.
Engagements run in separate trackers with no shared status.
Client project templates, capacity views and recurring status summaries.
Illustrative designs we build, not client results. Targets are set against your own baseline in discovery.
We audit the systems your teams use today and design monday.com around them. Where monday CRM or Work Management is the better home for a process, we plan the move. Where an existing system stays, we connect it so data moves between platforms without re-entry.
Integration scope is confirmed during design. It depends on your monday.com plan, the systems involved and what their APIs support.
Most teams run monday.com alongside other systems, such as a marketing platform, billing, support or in-house tools. We audit what you use, connect what should stay, and move processes into monday.com only where it is the better home. Data moves between systems without re-entry, and ownership of each field stays clear.
If you also run HubSpot, we connect it to monday.com as part of the same design.
We map the workflow and agree how success will be measured.
We architect the boards, workflows and controls before anything is built.
We configure, connect and test against real scenarios.
We train your people and roll out in phases.
We review results and plan what comes next.
This follows the same five-step approach as our RevOps practice, so teams that already work with us will recognize the rhythm.
We design monday.com as part of your revenue and operations stack, so it shares data with the tools your teams depend on.
Permissions, scoped actions, human review and an activity record come first. Speed comes second.
Our people are certified across monday CRM, Work Management and AI, and we run RevOps, ABM and integration programs for B2B companies. We know how pipeline, handoffs and reporting should work.
Success measures are agreed before the build and reported after launch.
We design how departments work together, then build the boards to match.
Every agent and automation is designed, tested and documented before it touches production.
People and agents see and change only what their role requires.
Each agent has defined triggers, instructions and boundaries.
Approvals and sensitive decisions stay with people.
AI usage limits, monitoring and ownership are agreed before launch.
Agent activity and configuration are documented and reviewable.
Functional, edge-case and end-to-end tests using real scenarios.
Security, privacy and compliance requirements are reviewed during discovery. We apply the monday.com controls available on your plan. Read monday.com’s own security commitments at its Trust Center.
Our consultants have completed monday.com’s partner training and certifications, from product fundamentals to implementation, advanced workflows and AI agents.
Something else on your mind? Email info@thesmarketers.com.
A monday.com partner helps a business plan, build and run monday.com around its real processes. The Smarketers covers workflow audits, CRM and Work Management implementation, integrations with your existing systems, automation, custom AI agent deployment, training and ongoing optimization.
No. We work with current monday.com customers, teams evaluating the platform and teams that do not use it yet. Discovery covers the board and workflow foundation your use cases need. monday.com licences are arranged separately.
Yes. Teams commonly keep a marketing platform such as HubSpot, plus billing and support tools, and use monday.com for delivery, operations and cross-team work. We design the connections so data moves between them without manual entry. The exact setup depends on your plans, your data model and the use case.
Yes. Our consultants have completed monday.com partner certifications across monday CRM, Work Management, advanced workflows and AI agents. The full list is on this page.
We implement monday CRM, monday Work Management and monday campaigns, and we build automation and AI workflows across them. We confirm the right products for your use case during the workflow audit.
Every engagement is scoped to your workflows, integrations and team size, so we provide a custom quote after discovery. monday.com subscriptions and AI usage are billed by monday.com and are separate from our services.
Timelines depend on workflow complexity, integrations, data readiness and the number of teams involved. After discovery we give you a recommended roadmap, and most teams start with one prioritized workflow before expanding.
Each agent has scoped permissions, defined triggers and clear boundaries. Human review stays in place where decisions need it, AI usage limits and ownership are agreed before launch, and everything is tested before production.
A working session to map the workflow you want to improve, review the systems involved, identify where monday.com fits and agree the metrics that will show improvement. It ends with a recommended starting point and next steps.
Tell us where work is slow, repetitive or disconnected. We will map it with you, show where monday.com fits and recommend the best place to start.
No commitment required.
A working session to map your workflow, review the systems involved and agree where to start.
