Systems For Businesses That Run On Process

We build for growing businesses around the world, mainly in the UK & US. These are the industries we know best. Every client is under NDA, so each example is described without names.

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Industries

The Industries We Know Best

Construction & Trades

What We Usually See

Projects run on spreadsheets, with each department keeping its own version and no single view of stages, owners or billing.

Client Example: Construction Company

Every project on one high-level board, broken into stages from planning to handover, with each department's tasks inside each stage.

Billing by project, by month and across the year, live on a dashboard for the first time.

monday.com For ConstructionPlaylist · 17 Videos On YouTube Read More

Agencies & Events

What We Usually See

A monday.com account someone tried to set up that never went anywhere: no pipeline, no project plan, no view of what's booked.

Client Example: Video Production Agency

Sales and delivery in one system: a won deal becomes a retainer or a one-off project automatically, with shoot days and tasks underneath.

Sales and production on the same boards, and the system has scaled with them as they've grown.

monday.com For AgenciesPlaylist · 17 Videos On YouTube Read More

Professional Services

What We Usually See

Every job run by hand from a spreadsheet: enquiries, quotes, bookings, invoices and reports.

Client Example: Surveying Practice

The whole process from enquiry to review request: pricing emails, booking, scheduling, invoicing and the report, all running on their own.

A two-person practice with the admin of a much bigger one taken off their hands.

monday.com For Law FirmsPlaylist · 17 Videos On YouTube Read More

Property & Estate Agents

What We Usually See

Applications, agreements, move-ins and inspections managed in different places by different people.

Client Example: Student Accommodation Landlord

Connected boards for properties, tenants and agreements, from application through to the move-out inspection and the next tenant.

Which properties will be vacant, and when, visible a full year ahead.

monday.com For Real EstatePlaylist · 17 Videos On YouTube Read More

Health & Medical

What We Usually See

Relationships untracked and money owed chased from a spreadsheet that gets rebuilt every week.

Client Example: Medical Device Supplier

A CRM around surgeons, hospitals, surgeries and invoices, with the weekly balance lists read in by AI.

Every week they know exactly which hospitals owe what, without rebuilding a spreadsheet.

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Distributors & Wholesalers

What We Usually See

Requests for quote and purchase orders arriving by email and typed in by hand, with no clear view of the margin on each quote.

Client Example: Parts Distributor

Every request for quote read by AI and added to monday.com line by line, then linked to its order and shipping.

The margin on every quote, measurable for the first time.

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Not seeing your industry? The process matters more than the industry, so tell us how your business runs.