We design and build monday CRM around your sales process, then connect it to your marketing, finance and delivery systems so reps sell more and update less.
Where we start
We review how your team sells today and tell you what a monday CRM build would involve.
No commitment required.
monday CRM implementation means designing pipelines, fields, permissions, automations and dashboards around your sales process, migrating clean data, and training your team. The Smarketers is a monday CRM implementation partner for B2B teams and connects it to email, calendar, finance and delivery tools, so the pipeline stays accurate without manual updates.
Stages mean different things to different reps, so nobody can say what is really in the funnel.
Reps spend selling time updating records, and the data is still incomplete.
Reports are rebuilt by hand, and numbers shift between meetings.
The deal closes, and the context that won it does not travel to the people doing the work.
monday CRM can solve all four.
It needs to be designed for your process first.
Who want a pipeline they can trust and less time spent on updates.
Who own process, data quality and reporting.
Moving from spreadsheets to a real CRM.
Who need data moved cleanly and a process that fits better than the last one.
Using a CRM for sales and another tool for delivery, and want one connected view.
Each workstream is scoped to your sales process and systems after the CRM scoping call.
Sales stages, entry and exit criteria, deal fields, lead and account structure, lead capture and assignment rules.
Custom fields, views and boards that match how your team sells.
Who sees, edits and approves what, designed around your team structure.
Lead routing, follow-up reminders, SLA alerts, approvals and stage-based actions.
Pipeline, forecast, activity and team views built on agreed definitions.
Field mapping, deduplication, validation rules and a tested import.
Email and calendar, HubSpot, Slack, Google Workspace and other systems where technically supported.
Role-based monday CRM onboarding and training, playbooks and a named internal owner.
Guidance on plan fit, admin practices and ongoing data standards.
monday CRM includes AI sales agents and other AI features that work on your CRM data. We help you choose which ones fit your process, set them up, and keep them under control.
Availability varies by plan and release stage. We confirm during scoping.
Against your ideal customer profile.
Briefs that pull account and activity context before a call.
Flags slowing deals and gaps in activity.
Summaries from calls and meetings.
Built from a plain-language description of the job.
A CRM that stands alone creates the same silos it was meant to remove. We connect monday CRM to the tools your sales, marketing, finance and delivery teams already use.
Email and calendar
Activity and meetings
HubSpot
Native app or custom build
Slack
Deal and team alerts
Google Workspace
Docs, sheets and files
monday CRM
Finance and billing
Quotes and invoicing
monday Work Management
Delivery handoff
Custom systems
Connected through APIs
monday.com offers a native HubSpot app for sharing basic data. Where you need richer logic, such as specific field rules, conditional sync or multi-system flows, we design and build the connection around your process. Scope is confirmed after we review your plans and data model.
Captures leads from forms, email and connected marketing tools, checks for duplicates, scores against your criteria and assigns the right owner.
Creates tasks, requests approvals and notifies the team when a deal changes stage.
Turns a won deal into a delivery project in monday Work Management with owners, milestones and the deal context attached.
Gives managers a weekly view of stalled deals, missing next steps and forecast changes.
Surfaces upcoming renewals and expansion signals from account activity.
These are examples of designs we build, not client results.
Timelines are set after discovery because they depend on data volume, integrations and the number of teams.
Targets are set against your baseline during discovery.
Manual updates and data entry per rep.
Lead response time and time between pipeline stages.
Consistency of stage definitions and report accuracy.
Active users, field completion and process compliance.
Our consultants have completed monday.com’s CRM product and implementation training.
Pipeline design comes before any configuration.
Validation rules and clean migration keep reports honest.
Email, calendar, finance and delivery tools are part of the design, not an afterthought.
Permissions, review steps and usage limits are set before agents go live.
Training, ownership and optimization are part of the plan.
Our consultants have completed monday CRM Basic and Expert-Level Product Training, Product Training for Sales, Official Product Training for Implementer Partners and Implementation Partner Training, along with monday AI Pathway Level II: AI Agents.
A B2B services firm tracks leads in spreadsheets and email.
One pipeline with agreed stage criteria, automated lead routing, follow-up reminders and a forecast dashboard, then closed-won deals connected to a delivery board.
A typical build covers pipeline and field design, roles and permissions, automations, dashboards, data migration and cleanup, integrations and team training. We scope the exact list after a CRM scoping call, based on your process and systems.
Yes. We map your existing fields, clean and deduplicate records, run a test import and validate the results with your team before launch. Whether switching is the right move depends on your process, so we assess fit first and tell you honestly if another setup suits you better.
It depends on process complexity, data volume, integrations and the number of teams. After discovery, we provide a recommended roadmap with phases and milestones, so you know what to expect before work begins.
Yes. monday.com has a native HubSpot app for basic data sharing, and we build custom connections when you need more specific logic. We confirm what is possible after reviewing your plans and data model.
monday CRM includes AI features and agents that work on your CRM data, such as lead enrichment, meeting preparation and pipeline monitoring. Availability and AI credit usage depend on your plan, so we forecast usage during design and help you control it.
monday.com subscriptions and AI credits are billed by monday.com. We advise on plan fit and expected usage, and our services are quoted separately.
You do. We design with a named internal owner, hand over documentation and training, and can continue to support tuning and new workflows if you want ongoing help.
We review your sales process, current tools, data and goals, and tell you what a monday CRM build would involve. You leave with a recommended scope and the questions to answer before a build.
Tell us how your team sells today. We will show what a well-built monday CRM looks like for your process and what it would take to get there.
No commitment required.
Tell us about your sales process, tools and goals, and we will come back to set up the call.
