monday CRM Implementations Made Smarter

We streamline your monday CRM implementation so you can close faster, track smarter, and never miss a deal again.
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Ready to Implement Monday CRM?

No guesswork. No chaos. Just certified monday partners with a proven process.
What We Do

monday CRM done right

From setup to scale-up, we build CRMs that close.

Your CRM should work for you — not against you.
At b10, we cover the full monday CRM journey, from design and migration to automation and ongoing optimisation.

monday CRM setup

Launch fast with a ready-to-use CRM
For teams who need a monday CRM that’s operational quickly, we deliver a streamlined setup built around your basics — no fluff.
Create boards and workflows around your pipeline
Set user roles, views, and core automations
Ready-to-go in days, not weeks
monday work management marketing

monday CRM Implementation

Full-scale builds for ambitious teams
Need more than a quick start? We scope, design, and deliver a full CRM system with complex automations, visibility, and team-wide rollout.
Workflow planning and journey mapping
Multi-board builds with advanced logic
End-to-end onboarding and change support
monday work management sales pipeline

monday CRM Workflow Automation

Free your team from repetitive work
Automate tasks, alerts, assignments, and emails to reduce admin and accelerate deals.
Auto-assign reps and move stages
Trigger alerts and sync systems
Scale sales without scaling headcount
monday crm automations

Support & Scale

Long-Term Success, Built-In
We stick around post-launch to make sure you keep winning — with audits, updates, and on-demand help from monday experts.
Ongoing managed support plans
Monthly optimisation and usage audits
Advanced training and feature rollouts
on demand monday.com support

monday.com is Trusted by 127,000+ teams — and counting

Don’t just take our word for it

Used by thousands of sales teams globally — from fast-growing startups to industry leaders.
Join the ranks of top performers using a system built to scale with your success.
monday crm 2023 g2 report
Maximising Your Monday CRM Setup

monday CRM: Capable by Design

Every feature you need. No fluff.

We turn monday CRM into a growth engine — not just a data tracker. Discover the features that keep deals moving and teams aligned.

Dashboards & Visibility

Real-time insights, real-time impact
See what matters from pipeline forecasts to team performance all in one place.
Track KPIs, goals, and revenue
Visualise stuck deals instantly
Customise views by team or region
monday crm consultancy

CRM Data Migration

Seamless, secure transitions
Migrating from Salesforce or another CRM? We move your data cleanly, without the chaos.
Full CRM-to-monday data mapping
Clean field structure + custom fields
Secure and compliant transfers
monday.com optimisation

Managed monday CRM Services

Optimise. Support. Grow.
Our managed services evolve with your business keeping monday CRM sharp, clean, and fully aligned.
Recurring optimisation sessions
Admin support and workflow tweaks
Growth-driven configuration reviews
monday.com training
Why b10 for monday CRM?

We Don’t Just “Do CRM”

We design systems that scale — not just setups.

Our monday CRM work isn’t boxed or templated. We bring clarity, flexibility, and commercial impact into every implementation.

monday.com Certified

Official partner, proven delivery

Work with certified monday CRM consultants backed by real results and deep product knowledge.
Recognised monday.com CRM Partner
Backed by real-world implementation experience
Trusted by teams across industries and growth stages
monday crm consultants

Tailored, Not Templated

Custom builds, every time

We customise every CRM around your process — no copy-paste setups here.
No cookie-cutter solutions — every setup is unique
Built around your team, workflow, and goals
Future-ready systems that grow with your business
b10 tailored business consultancy

Ongoing monday Support

Human help, not chatbots

Questions? Changes? Bugs? Our team is always a message away with real human support.
Direct access to real CRM experts (no bots!)
Fast response times and platform support
We’re here post-launch — not just for setup
b10 business support

Automation Experts

Smarter workflows, less admin

We build automations that reduce overhead, improve speed, and scale operations.
Reduce manual tasks with smart automation
Create triggers, alerts, and logic-based flows
Free up your sales team to focus on closing
b10 digital transformation

Sales-Focused Strategy

Not just tools — outcomes

Your CRM is your sales engine. We align setup with revenue goals and customer journeys.
CRM aligned with real sales KPIs and metrics
Designed around pipelines, deals, and forecasting
Built to drive conversions and revenue growth
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Fully Managed CRM

Recurring Results

With our managed service plans, we continuously improve and support your CRM so you never outgrow it.
Ongoing optimisation, not one-time delivery
Continuous performance tuning and admin
We run the backend — you run the business
b10 managed services

Creating a unified workspace by integrating 40+ tools

Let b10 streamline your workflows by integrating with over 40 tools that you already use.
integrations
monday CRM Partners You Can Trust

Our Monday CRM Consultancy Model

From scoping to scaling — we’ve got your back.

Our CRM model is built around one goal: delivering clarity and results at every phase. From initial scoping to launch and long-term optimisation, we follow a proven 3-phase process designed to reduce friction, speed up delivery, and ensure adoption. Whether you’re migrating, scaling, or just starting out, this model adapts to your needs — and grows with your business.

Setup & Planning

Get the foundations right
We map your sales flow, user needs, and KPIs to design a CRM that fits your business.
Discovery and requirements workshop
CRM board + field architecture
Roadmap creation

Implementation & Launch

Full build, zero guesswork
We configure, automate, and deliver a system ready to go live and drive results.
Tailored CRM board builds
Workflow automations
Live testing and user training

Optimisation & Managed Services

CRM support that scales with you
Our managed plans ensure your CRM evolves with your business goals.
Monthly audits and improvements
Admin support + usage reviews
Growth-aligned enhancements

Your CRM shouldn’t stand still.

Let’s build one that grows with you.

monday cRM Consultancy questions?

Let’s Break It Down

Explore more with monday.com

Discover the full power of monday.

monday CRM is just one part of a smarter, more connected way to work. From managing service teams to custom dev work and full team coordination, explore the rest of our monday.com services — all tailored to your business by b10’s certified team.

monday Partners

See the full picture

Discover all of b10’s monday.com services — CRM, Dev, Work Management, and more.
monday partners

monday CRM

Sell smarter, faster

Automate sales workflows, manage pipelines, and forecast revenue with a CRM that adapts to your business
monday crm consultancy

monday Work Management

Every project, one platform

From operations to marketing, align projects, people, and priorities — all from your monday workspace.
monday work management consultancy

monday dev

Sprint planning made simple

From backlog to release, manage your entire product development cycle inside monday all in one agile workspace.
monday dev consultancy

monday service

Support that scales

Manage customer onboarding, success, and helpdesk pipelines inside monday — all automated, all tracked.
monday service consultancy

Ready to see what b10 can do for your business?

Book a call with B10 or try monday.com now and unlock your next level.