Sales / lead CRM
Lead source, stage, owner, value, last-touch, next action. Automations notify owners, escalate stale deals, and report weekly.
Monday.com Partner — CRM & operations
Monday.com, built into a real CRM — not just a fancy spreadsheet.
We are a certified Monday.com Partner. We build operations CRMs, sales pipelines, and connected workflows on Monday for practices, DSOs, and services businesses that want sales, ops, and HR in one workspace their whole team already opens every morning.
Why Monday.com
Sales. Ops. HR. One workspace. Zero context-switching.
Monday.com is the only CRM where the front desk, the practice manager, the marketing lead, and the DSO operations team can live in the same product without anyone feeling like it is built for a different role. We turn that flexibility into a system — not a graveyard of half-built boards.
4 depts
Sales, ops, HR, marketing — one Monday workspace
6 weeks
Median time from kickoff to multi-department launch
40+ apps
Native integrations wired during a typical rollout
Partner
Certified Monday.com Partner with direct rep access
What we build on Monday
Six systems we ship inside one workspace.
Each one is a connected board with automations, integrations, and reporting — not a static template.
Operations queues
Insurance verification, treatment plan follow-up, claim resubmission, supply ordering. Each queue has SLAs, owners, and weekly burn-down.
HR & onboarding
Open roles, candidate pipeline, offer status, onboarding checklist, 30/60/90 reviews. Connected to your sales CRM so HR sees what is coming.
Marketing calendar
Campaigns, assets, channels, deadlines, approvals. Linked to the sales CRM so you can see which campaign sourced which deal.
Executive dashboards
Revenue, pipeline value, ops backlog, headcount plan, marketing ROI — one screen. Updated in real time.
Integrations & automations
Salesforce, HubSpot, Slack, Teams, Google Workspace, Outlook, Stripe, QuickBooks, Make, n8n — wired and documented.
When Monday is the right call
Monday wins when operations and CRM have to share one brain.
If your team already lives in spreadsheets and Slack — Monday will feel like home in week one. If your front desk runs both the sales pipeline and the new-hire onboarding tracker and the insurance verification queue — Monday is the only CRM that handles all three without three separate tools.
Where Monday is the wrong call: high-volume SMS marketing (use GoHighLevel), enterprise healthcare reporting with Epic/Cerner integration (use Salesforce Health Cloud), or pure transactional e-commerce. We will tell you when it is not the answer.
- Operations-led teams — practices, DSOs, MSOs, services businesses, staffing firms.
- Cross-functional workflows — sales handing off to ops handing off to billing.
- Sub-200-user organizations — Monday scales cleanly up to roughly 200 seats.
- Spreadsheet escapees — teams who already think in rows, columns, and statuses.
- Connected reporting — when leadership wants one dashboard, not seven exports.
- HIPAA-relevant orgs — Enterprise tier with BAA for any healthcare workflow that touches PHI.
Recent rollout
12-person medical staffing firm, Dallas TX
Consolidated 6 spreadsheets, a HubSpot sub-account, a Trello board, and an email-driven candidate process into one Monday workspace. Time-to-fill dropped from 23 days to 14. Leadership now runs the entire business off a single Monday dashboard.
14 days
Time-to-fill, down from 23
9 tools
Replaced by one Monday workspace
Already on Monday and it is mostly empty boards?
We do Monday rescues. Audit, refactor, automate, and relaunch a workspace your team actually uses.
How we deliver
From kickoff to multi-department launch in 6 weeks.
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1
Workflow mapping
We sit with each department, map the current process, and identify the seams. The board architecture is decided here, not on the fly.
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2
Workspace build
Boards. Columns. Statuses. Views. Connected mirroring across departments so nothing gets entered twice.
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3
Automations & integrations
Native integrations wired. Custom automations built in Monday’s automation builder or via Make/n8n for anything beyond.
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4
Dashboards & reporting
Executive dashboards, department dashboards, KPI tracking. Refreshed in real time, exportable for board meetings.
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5
Train & run
Live department training. Recorded SOPs. Two-week hypercare. Then a managed retainer to evolve the workspace as the business changes.
FAQ
What practice owners ask about Monday.com.
Real answers to the questions practice owners ask before signing.
What is Monday.com CRM and how is it different from Salesforce or GoHighLevel?
Monday.com CRM is a work-OS-style CRM built on top of Monday’s flexible board system. Unlike Salesforce (which is record-and-process driven) or GoHighLevel (which is marketing-automation driven), Monday is best when sales, operations, HR, project management, and CRM all need to live in one workspace your whole team already uses.
How much does a Monday.com CRM implementation cost?
Software runs $15 to $30 per user/month on the Pro tier most CRM customers need. Our build engagements start at $7,500 for a single workspace and run up to $35,000 for multi-department rollouts with integrations and custom apps. Most projects ship in 4 to 8 weeks.
Are you a certified Monday.com Partner?
Yes. Discover Solutions is a Monday.com Partner. That means we have direct partner reps, access to early-access features, and accountability for delivery quality — not just a Monday certificate downloaded from the web.
Can Monday.com be HIPAA-compliant?
Monday.com offers a HIPAA configuration with BAA on its Enterprise tier. For healthcare practices, we deploy Monday Enterprise with audit logging, role permissions, and PHI handling documented in writing. We do not put PHI into Monday at lower tiers.
What workflows do practices actually run on Monday?
Common ones: new-patient onboarding tracker, treatment plan follow-up, insurance verification queue, staff onboarding, vendor management, marketing campaign calendar, multi-location rollout tracking, and quarterly OKR tracking. Several of these live in one workspace.
Will Monday.com integrate with our existing tools?
Yes — native integrations exist for Salesforce, HubSpot, Slack, Microsoft Teams, Google Workspace, Outlook, Zoom, Mailchimp, Stripe, QuickBooks, and dozens more. For PMS and EHR systems we build webhook bridges via Make or n8n. We document every connection.
Why pick Monday.com over Salesforce or GoHighLevel?
Pick Monday when your team already uses (or wants to use) one workspace for sales, ops, and project management. Pick Salesforce when you need enterprise reporting, complex hierarchies, or Health Cloud-specific features. Pick GoHighLevel when SMS-driven marketing automation is the primary need.
Do you keep running Monday for us after launch?
Yes. Most clients keep us on a managed retainer to add new boards, build automations, train new hires, and integrate new tools as the business changes. Monday is built to evolve — and so is our retainer.
One workspace. Every department.
Twenty minutes. We learn your workflow, map what Monday would actually run, and tell you honestly whether it beats Salesforce or GoHighLevel for your team.