Sales, projects, service, development and finance in the same flow. We design, build and manage the whole, so a won deal becomes a project, a delivery and an invoice without a single handoff by email.
Includes a free mapping session across departments · the trial requires no credit card.
Each department works in its own views, but on the same platform and the same data. The handoffs happen on their own.
When the deal is marked won in the CRM, the project is created with customer, value and owner, and the sales handoff disappears as a step. We build the bridge around your sales process.
When the delivery is checked off, the invoice basis is built from the project's actual time and entries, and passed on to the finance system, Visma Net for example. No double entry.
Support sees the customer's deals, projects and history right on the ticket, and sales sees open tickets before they call. Same customer, same truth.
Pipeline, deliveries, tickets and finance roll up into the same dashboards, so leadership sees across departments without chasing a single report.
Five products, one data model. Start where it makes the most difference, and we make sure the rest follows.
Projects, resources and portfolio: planning that keeps itself up to date.
Pipeline, an automated sales process and AI agents at every stage of the deal.
Agents, triage and forecasts in your workflows, with governance, permissions and you in control.
Read more about monday AITickets, SLA monitoring and self-service: support that scales without a growing queue.
Sprints, backlog and releases: agile development from idea to production.
Your data is never used to train AI models. You own the content you provide and what the AI generates, certified to enterprise standards, according to monday.com.
We define exactly what each agent and team member can see, change and create, with AI credit limits per team. Governance is set from the start, not after the fact.
A real-time log of every agent action: what, when and by whom. Agents are validated in simulation mode before anything goes live.
Choosing a monday.com partner? Read our guide How to choose the right monday.com partner.
Our method
Weeks to value, not years. Our method is a staircase in five steps: from a study of how work and money flow, through setup and adoption, to ongoing development and management. Every step raises the business value.
The process map
Tell us briefly about your business and we will map how work actually flows, and draw it up step by step, like the excerpt next to this. The map is yours whether or not we build it. See a complete example (PDF, in Swedish) →
Customer cases
Gosol EnergiRenewable energyHow Gosol Energi got one connected flow from lead to delivery, with shorter lead times at every step.
LykoBeauty & e-commerceHow Lyko got a single source of truth for campaigns and content, and a shorter path from idea to store.
ELON GroupRetailHow ELON Group brought its strategic store relationships into one hub the whole organization works in.
SKG StorköksgrossistenWholesale & foodHow a growing wholesaler automated its workflows in monday.com, from AI-driven document scanning to supplier collaboration.
3D FotteknikManufacturing & e-commerceHow marketing, bookings, e-commerce and production were connected into one flow.
Texas Dept. of Criminal JusticePublic sectorHow an agency with 36,000+ employees got workflows that work at every level.
All customer casesTen projects in retail, energy, manufacturing and the public sector.
Book a free consultation. We map your current setup and show you what is possible.