monday.com
Systems built on monday CRM
From first lead to delivered work, in one connected system.
A pipeline shows you where deals are. It doesn't show what happens after they close. We build monday CRM around your whole sales process—leads, accounts, quoting, and the handoff to the team that delivers the work.
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The sale closes in one place. The work starts somewhere else.
Default stages. Columns nobody fills in. Leads arriving by email, form, and phone, entered by whoever picks them up.
Then a deal closes, and someone retypes the customer into another board so operations can start.
The pipeline works. Everything around it doesn't.
We design the CRM around how your team actually sells—and connect it to the work that happens after the sale.
From first lead to delivered work. The handoff is where a sales system breaks.
The rep knows what was promised. The delivery team finds out later—from an email, a call, or the customer.
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Capture
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Qualify
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Quote
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Close
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Hand off
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Deliver
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Report
So before anything is built, we decide what a closed deal has to carry with it: the scope, the contacts, the dates, and the promises made along the way. Then the deal creates the work, and nobody retypes a thing.
What can we build?
Lead capture & routing
Capture leads from forms, email, and your website, then route each one to the right owner.
Accounts & contacts
One record for every customer, connected to their deals, projects, and requests.
Pipeline design
Stages, fields, and required steps that match how your team actually sells.
Quoting & proposals
Build quotes and proposals from the deal record, with the approvals they need.
Follow-up automation
Tasks and reminders that trigger when a deal moves—not when someone remembers.
Handoff to operations
A closed deal creates the project, order, or onboarding work, with nothing retyped.
Sales dashboards
Pipeline, forecast, and activity reporting leadership can trust.
Sales team access
Reps, managers, and leadership each get the views and permissions their role needs.
CRM integrations
Connect the CRM to accounting, email, and the other systems your sales process touches.
Built around the way your team sells.
We don't set up a pipeline and leave the rest to your team.
We build the sales system around it—the leads coming in, the quotes going out, and the work that starts when a deal closes.
Because monday CRM is built on monday.com, the customer record doesn't have to stop at the sale.
Worktables is an independent monday.com Silver Solution Partner. monday.com is a trademark of monday.com Ltd.
Let's face it, managing inventory and orders can be rough. Worktables has made it a breeze. Everything is digitized. Orders automatically come in, clients get synced, and inventory is assigned. It's great. Thank you Worktables.
Questions about monday CRM
What happens after a deal closes?
A closed deal creates the project, order, or onboarding work, with nothing retyped. Before anything is built, we decide what a closed deal has to carry with it: the scope, the contacts, the dates, and the promises made along the way.
What can you build in monday CRM?
Lead capture and routing, accounts and contacts, pipeline design, quoting and proposals, follow-up automation, the handoff to operations, sales dashboards, sales team access, and CRM integrations.
Will the pipeline match how we sell?
Yes. We design stages, fields, and required steps that match how your team actually sells—and connect the CRM to the work that happens after the sale.
Can the CRM connect to our other systems?
Yes. We connect the CRM to accounting, email, and the other systems your sales process touches.
Where do your deals go after they close?
Show us how your team sells today. We'll show you the CRM it should be running on.