Sales CRM & Pipelines
Every enquiry tracked from first contact to won, with nothing left sitting in an inbox.
monday.com Built Around How Your Business Runs
We map how work moves through your business, then build it in monday.com: sales, projects, operations and reporting on one system your team will actually use.
5.0 From 25 Google Reviews
monday.com Bronze Partner
Overview
Process First, Then monday.com
Most businesses that come to us think they have a monday.com problem. It's usually a process problem, so that's where we start.
Every build starts with how work moves through your business today and how it should run. Then we build the boards, automations and dashboards around that process, and show your team how to use it.
What We Build
Everything Your Team Works From, In One Place
Most builds include some of these. We only build what your process needs.
Projects & Job Tracking
Every project on one board, broken into stages, with each team's tasks inside.
Orders & Operations
Quotes, orders and suppliers in one place, each one visible at its stage.
Forms & Client Intake
Forms that create the right work on the right board, with no retyping.
Dashboards & Reporting
The numbers you check every week, live on a dashboard instead of a spreadsheet.
Setups That Stalled
Already tried to build it yourselves? We rebuild what's half working into something your team uses.
Our Approach
How A Build Runs
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Step 1
Map How You Work
We go through how work moves through your business today, and where things get missed.
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Step 2
Agree How It Should Run
We agree the process the business should follow before anything gets built.
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Step 3
Build It In monday.com
We build the boards, automations and dashboards around that process.
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Step 4
Hand It Over
We show your team how to use it and stay on hand while it beds in.
Client Story
Construction Company
Client case studies on how we have helped.
The Challenge
A large construction business running every project on spreadsheets. No single view of what was live, which stage each project had reached, who owned what, or what had been billed against it. Each department kept its own version.
What We Built
A project management system with every project on one high-level board, each broken into its stages from planning through to handover, with each department's tasks inside each stage. New projects arrive from the sales team by form, and the finances for each stage are tracked alongside the work.
The Result
Every stage delivered the same way, every time, with nothing forgotten between them. Projects move faster, each department sees exactly what's theirs, and the whole company is visible at a click.
Billing by project, by month and across the year, live on a dashboard for the first time. From a folder of spreadsheets to knowing where every project and every pound stands, and they've run on it since.
Frequently Asked Questions
Anything else, ask us on the call.
With the process, not the software. We map how work moves through your business today, agree how it should run, then build monday.com to match.
Yes. One of our clients, a video production agency, had signed up and tried to build it themselves before it stalled. We rebuilt their sales and delivery as one system, and it has scaled with them since.
Every client is under NDA, so we never show client names or screenshots. We describe the work anonymously, like the examples on this site, and walk you through how yours would work on the call.
Yes. CRMCrew is a monday.com Bronze Partner.
No. We're based in Beaconsfield and work with businesses around the world, mainly in the UK & US.