More leads
A pipeline that fills itself
Prospects are found, enriched and scored by AI. Reps wake up to qualified leads instead of prospecting grind. We set up the sources and the scoring model for your market.
AI-driven sales execution,
built around your process
Marketing, sales and delivery on one platform, with AI that removes the friction between pipeline and payment. We configure everything around your sales cycles.
What do you want to do with your CRM?
Includes a free mapping session of your sales process · the trial requires no credit card.
4.6
35,000+ customers run monday CRM, according to monday.com
Less admin. More selling.
A CRM that puts AI to work at every step, so the whole team spends its time selling, not administering the process.
Zero admin
CRM data you can trust
Every call, email and meeting fills in the right fields automatically. No Friday cleanup, no stale context: the data is always fresh without anyone touching it.
Win faster
Close deals, faster
Meeting prep, notes and follow-ups are handled by agents. Reps focus on relationships while deals keep moving forward, without the busywork.
Full visibility
A forecast you can stand behind
Every forecast is backed by real pipeline coverage, stage-by-stage diagnostics and velocity signals, with help from AI. We build the reports leadership actually steers by.
Meet the agents: your team's AI workforce.
Built into monday CRM, each specialized in its own job. We configure them around your workflows and set the limits on what they are allowed to do.
Lead Sourcing Agent+Lead Sourcing Agent
Finds, enriches and scores new leads against your ideal customer profile, every morning, before reps have logged in.
Calling Agent+Calling Agent
Handles outreach and first qualification so reps only spend time on high-intent leads worth pursuing.
Pipeline Watcher+Pipeline Watcher
Monitors the whole pipeline, flags slow-moving deals and writes ready-made reminders to the right rep.
Meeting Agent+Meeting Agent
Briefs you before every meeting: who you are meeting, meeting goals, latest news and the right talking points.
One connected revenue engine.
Every interaction builds shared context, so the team always knows the full story and the customer never has to repeat themselves.
The best leads, automatically.
A healthy pipeline starts here. Leads are found, enriched and scored by AI, so reps see fresh leads every day and know which ones are worth the time.
Book a consultation →
Meet leads who are ready.
Campaigns are built on real sales and lead data, so every message reaches the right person at the right moment, and follow-up happens automatically.
Book a consultation →
The relationship at the center.
With every email, call and meeting in one place, the AI flags the right follow-ups, suggests next steps and supports a close at the right time.
Book a consultation →
Keep earning from every closed deal.
The account's full history lives on, so the AI gets sharper with every interaction. The relationship doesn't end at a won deal; that's where it starts to grow.
Book a consultation →Your data, your control.
Enterprise-grade security
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.
Permissions & governance
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.
Control & visibility
A real-time log of every agent action: what, when and by whom. Agents are validated in simulation mode before anything goes live.
Our method
We start with your processes,
not the software.
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.
Business value ↑
Time →
- 01 · MapA study of how work and money actually flow, before anyone touches a system.
- 02 · BuildAgile setup with your key users, tested on real workflows.
- 03 · EmbedChange management and training so the new way of working sticks in the organization.
- 04 · DevelopStrategic optimization as the business and its goals change.
- 05 · ManageWe look after the platforms in production: support, updates and small improvements, so you can focus on the business.
The process map
We map your flow, free of charge.
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) →
FAQ
Good to know before
we start.
Can you migrate us from our current CRM?
Yes. We have moved customers from Dynamics 365, HubSpot and custom-built solutions, among others. Contacts, deals and history come along, and we run the systems in parallel until your team is comfortable in the new one. See the Capstone Financial case for a complete Dynamics migration.
How long does implementation take?
Most of our setups are up and running within a few weeks, not months. We start with a mapping session of your processes, build with your key users involved, and go live with training. The scope drives the timeline, and you see it before we start.
What are the AI agents allowed to do in our CRM?
You decide. We configure permissions per agent, what happens automatically and what requires human approval, and every action is logged. Agents can be validated in simulation mode before they go live.
Where does our customer data end up?
The data stays in your monday environment and, according to monday.com, is not used to train AI models. The platform is certified for SOC 2 Type II and ISO 27001, among others, and we go through data governance and GDPR as part of the rollout.
What does it cost?
The license is signed with monday.com and depends on the number of users and the product tier. Our consulting work is quoted separately after the mapping session, so you know what the whole thing costs before you decide. The first consultation is always free.
monday CRM or a custom CRM?
monday CRM fits when sales, projects and service should sit on the same platform and the process can be shaped with boards and automations. If your sales process is your competitive advantage, or you have many users, a custom CRM built with AI may fit better. We do both and tell you honestly what fits you. Read more in How to choose a CRM.
Pick your starting point. Same platform.
Five products, one data model. Start where it makes the most difference, and we make sure the rest follows.
Work management
Projects, resources and portfolio: planning that keeps itself up to date.
You are hereCRM
Pipeline, an automated sales process and AI agents at every stage of the deal.
monday AI
Agents, triage and forecasts in your workflows, with governance, permissions and you in control.
Read more about monday AIService
Tickets, SLA monitoring and self-service: support that scales without a growing queue.
Dev
Sprints, backlog and releases: agile development from idea to production.
Customer cases
Real transformation.
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.
Ready to work the way
you want to work?
Book a free consultation. We map your current setup and show you what is possible.