From Sales Pipelines to Project Tracking—Everything Customized in Monday CRM

Custom Monday CRM Workspaces Built for Your Team

Our Monday CRM Automation and Setup Services are designed to help businesses automate repetitive tasks, track leads, manage pipelines, and integrate their workflow across teams. Whether you're setting up Monday for the first time or scaling your CRM to match business growth, we provide custom board design, automation flows, third-party app integrations, and dashboard reports tailored to your industry and goals. Let our certified experts transform your Monday workspace into a results-driven operating system.

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Flexible, Visual, Integrated—All in One Place

Why Monday CRM + Automation Works

With our setup, you can automate your sales process, lead scoring, follow-ups, and deal stage transitions in Monday CRM. Automations save time, reduce errors, and improve productivity. Get real-time insights with dashboards, connect tools like Gmail, Slack, and Zoom, and create forms and triggers that respond instantly. You'll experience faster sales cycles, better communication, and smarter reporting with a setup tailored to your team’s actual needs.

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Why Choose Us for Monday CRM

iPistis technologies Pvt. Ltd.?

We focus on ROI, not just boards. Automate better with our expertise.

Certified Experts

We are certified Monday.com partners with 15+ years of automation and CRM experience.

Use-Case Driven

We tailor boards, views, and workflows to real business problems—not templates.

Scalable Setup

Built to grow with you—custom fields, views, automations, integrations and training included.

Our Quality Work

Makes us great

We create a great user experience making sure that your website design is optimized for usability and easy to use.

Secure

Responsive

SEO-Optimized

Fast

Flexible

Scalable

Every Automation, Board, and View You Need

What We Offer in Monday CRM Setup

We build CRM boards, pipelines, automations, dashboards, and 3rd-party integrations—customized for you.

Sales Pipeline

Custom lead/deal boards, visualized by stage with automation for assignment, tagging, and updates.

Automation Flows

Trigger emails, task creation, reminders, or status updates—set up rules for anything that repeats.

Custom Dashboards

View team KPIs, upcoming deals, overdue tasks, or project progress at a glance.

Form Integrations

Capture leads from Typeform, Google Forms, or your website directly into CRM boards.

Third-Party Apps

Connect Gmail, Slack, Zoom, Drive, and 50+ apps to sync activities and communications.

Client Onboarding

Build structured client onboarding boards with checklists, notifications, and automations.

Frequently Asked Questions About Monday CRM Services

Understand how we implement, automate, and train teams on Monday CRM. From workflow planning to integrations, get answers to your top queries.

Can you migrate my existing CRM data into Monday?
Yes. We help you import data from Excel, Google Sheets, or other CRMs like Zoho, HubSpot, or Pipedrive into Monday.
Do I need a Monday.com subscription?
Yes. You’ll need an active Monday.com account (we help you choose the right plan). We only charge for setup and support.
Do you train my team?Interface
Yes, we offer onboarding support including documentation, recorded videos, and live Q&A sessions for your team.
Can I automate WhatsApp or email alerts?
Yes. We can integrate WhatsApp, Gmail, Outlook, and more using Monday’s native apps or external tools like Make.com.

Your Dedicated Monday CRM Expert Team

What Makes Us Different

We go beyond basic CRM setup. Every board, automation, and dashboard is designed with your business logic in mind. Need multi-stage pipelines with auto task creation and notification? Done. Want to connect tools like Google Calendar, Slack, or WhatsApp? We integrate it. Want KPIs visualized per sales agent? Your dashboard will show it. We don’t hand over templates—we build CRM ecosystems that improve how your team sells, reports, and grows.

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Crafted by us

Monday CRM Automation & Setup Packages

Contact our sales team for best quotation.

Why Are we Right Choice for

Monday CRM Automation & Setup

From lead capture to deal closure, we build Monday CRM flows that sell.

Expert Configuration

We configure Monday CRM workflows based on your goals—not templates—so you get better adoption and automation ROI.

Full-Cycle Support

From setup and training to post-launch updates—we walk with you every step, ensuring your CRM works as intended.

Affordable Pricing

Get fixed pricing for CRM implementation that fits startups, SMEs, and enterprises—no hidden fees, no complexity.

Why

Ready to Build Your Custom Monday CRM?

Our Monday CRM experts are ready to configure your boards, connect automations, and turn chaos into clarity. Get started with a tailored implementation plan that simplifies your operations and boosts your team’s productivity. Book a free consultation and let us build your Monday the smart way.

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