UK CONSULTING FIRM

Monday.com CRM Setup

Centralised client data across 5 teams

Project Overview

Built a complete Monday.com CRM system from scratch for a UK consulting firm. The solution included lead tracking, pipeline management, automated follow-up sequences, and comprehensive reporting dashboards.

The Challenge

The consulting firm was managing client relationships through spreadsheets and emails, leading to lost opportunities and inconsistent follow-ups across their 5 teams.

The Solution

We designed a centralised CRM within Monday.com with custom boards for each stage of the client journey. Automated reminders and follow-up sequences ensured no lead fell through the cracks.

Tools & Technologies

  • Monday.com CRM
  • Pipeline Management
  • Automated Follow-ups
  • Custom Dashboards
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