CRM + Work Management Bundle

Average Implementation Time: 8-10 Weeks

Consulting Hours Included: 60 Hours

Out of scope: Third party integrations, Advanced Migration (5k+ Records)

The perfect bundle for getting started with both the monday.com CRM and Work Management product.

There are a total of 60 consulting hours included in this package which are used on the items listed below.

Work Management Inclusions:

• Workflow Discovery Workshops
• Expert-led Training
• Post-sales process implementation
• Project Management
• Task Management
• Creation of boards related to your workflow
• Creation of automations 
• Import of existing spreadsheet data
• Documentation of the build
• Training of champion user(s)
• Training of team, at different skill levels

CRM Inclusions:

• Workflow Discovery Workshops
• Expert-led Training
• Lead Management
• Website Enquiry Form
• Contact Management
• Sales Pipeline Management
• Email Logging and Sending
• Meeting and Activity Logging
• Connection of your email inbox
• Import of your existing spreadsheets
• Access to a team of monday.com experts 
• Creation of automation recipes for your workflows
• Documentation of the build
• Training of champion user(s)
• Training of team, at different skill levels