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Most small businesses don’t need “more leads” as much as they need to stop losing the ones they already get.

We set up and manage your CRM using monday CRM so you can actually see every lead, deal, and follow-up in one place—and know what’s happening with your pipeline at a glance.

Start with the fit check

Is this for you?

You’re a good fit for CRM setup & management if:

  • You’re an owner-led business (often food, services, or B2B-ish) that handles leads, quotes, or inquiries—not only instant online checkouts.
  • Leads are coming in from multiple places (forms, DMs, phone, email, events), and it’s hard to keep track.
  • You’ve forgotten to follow up with someone… more than once.
  • Your “CRM” is currently a mix of inboxes, spreadsheets, sticky notes, and memory.

What you want:

  • One place where you can see all your leads, deals, and follow-ups.
  • A simple pipeline that tells you what’s on the table and what’s at risk.
  • Confidence that no good lead is being dropped because someone got busy.
start with the fit check.

What you get out of this

We’re not here to drown you in fields and automations. We’re here to give you:

A clear, visual pipeline you can understand in 10 seconds.

Reminders and automations that keep you and your team on top of follow-ups.

A better handle on what’s coming in, what’s stuck, and what’s closing.

What we actually do for you.

Here’s what’s happening behind the scenes while you keep running the business.

1. Map your real-world process

We start by understanding how leads and opportunities actually move today:

  • How do people first reach out?
  • What steps typically happen before a sale?
  • Who’s involved on your side?
  • Where things usually get stuck or forgotten?

Then we translate that into a simple, visual pipeline inside monday CRM—no corporate complexity.

2. Build your boards & pipelines

We set up:

  • Lead / deal boards that mirror your real stages (e.g. New lead → Qualified → Quoted → Won/Lost).
  • The key fields you need (source, value, next step, owner, dates)—no more, no less.
  • Views and filters so owners, sales, and ops can each see what matters to them.

The goal: anyone on your team can open the CRM and immediately know what’s going on.

3. Connect your lead sources

We tie your main lead sources into monday CRM, so new opportunities don’t get lost:

  • Website forms
  • Simple landing pages
  • Email inquiries
  • Other tools where it makes sense

Whenever possible, new leads land in the right place automatically, instead of sitting in an inbox.

4. Add smart, light automations

We set up helpful nudges like:

  • Automatic assignment when a new lead comes in
  • Reminder when a deal has been sitting too long with no update
  • Notifications for key events (new lead, won deal, stalled opportunity)

Nothing overwhelming—just enough automation so the system helps you work, instead of becoming more work.

5. Train your team & support adoption

A CRM only works if people use it.

We:

  • Walk you and your team through how to use monday CRM for your specific process
  • Create a simple “how we use the CRM” cheat sheet
  • Make small tweaks as you use it in real life and discover what you actually need

You don’t get a tool dropped on your lap. You get a system that fits.

What we won’t do.

  • We won’t build an overcomplicated CRM that nobody on your team wants to touch.

  • We won’t set it up and disappear without training or real-world adjustments.

  • We won’t make you feel dumb for not being a “systems person.”

We will build a CRM that fits your size, your process, and your team—and that can grow with you as you add more leads, offers, and staff.

Investment.

You’ll always get a clear scope and quote before we start, but here’s how it usually breaks down:

Initial setup & build-out:

typically from $1,500+, depending on how many pipelines/teams we’re supporting

Ongoing support / optimization (optional):

 usually $300–$500/month if you want us to keep improving and maintaining it as you grow

If that sounds reasonable for finally getting control of your leads and pipeline, it’s worth a conversation.

Start with the fit check