monday.com implementation by Auspex
Auspex sets up monday.com around a company’s process: CRM boards and pipelines, no-code automations, email and messenger integrations, data migration from spreadsheets or another CRM, and team training. Basic setup takes 2–4 weeks; the platform suits teams that want sales and projects in one interface.
Try monday.comUpdated
monday.com is a workflow management platform that adapts to any task: CRM, projects, HR, marketing. Visual, intuitive, with powerful automation. Scales with your business.
What can monday.com do?
Visual Funnels
Kanban, tables, timeline, charts — choose the view that works for your team. Switch in seconds.
No-Code Automation
Automatic actions on triggers: new lead → manager notification, status change → dashboard update.
Integrations
Connect Gmail, Slack, Zoom, Mailchimp, and hundreds of other services. Everything works from one interface.
Scalability
From 3 to 50+ people. Add boards, automations, and users without migrating to another platform.
What is included in a monday.com setup?
- 01
Process review: how leads and deals flow today and what moves into the system.
- 02
Boards and pipelines: deal stages, fields, views (Kanban, table, timeline) and access rights.
- 03
Automations and integrations: reminders, status changes, email, messengers, website forms.
- 04
Data migration from Excel, Google Sheets or another CRM, with record counts checked after import.
- 05
Team training on real tasks and 30 days of support after launch.
How is the cost of a monday.com setup calculated?
The cost depends on the number of pipelines, automations and integrations and on the data to migrate; we quote it after a free discovery call. The monday.com licence is paid separately, at the vendor’s price.
monday.com vs the alternatives
For teams that need flexibility, visualization, and powerful automation
Implement monday.commonday.com questions
01 How long does a monday.com setup take?
Basic setup takes 2–4 weeks: structure, pipelines, automations and team training. Integrations with accounting systems add time, which we agree at the start.
02 Can you migrate our data to monday.com?
Yes. We migrate contacts, deals and history from Excel, Google Sheets or another CRM — usually in 1–2 days — and check record counts after the import.
03 Who is monday.com for?
Teams of 3 or more that run sales and projects in one tool: agencies, service companies, departments with many approvals. If all you need is a sales pipeline, Pipedrive is simpler.
04 monday.com or Pipedrive — which should we pick?
monday.com is a flexible work-management builder where sales sit next to projects. Pipedrive is a focused sales CRM built around the pipeline. Pick monday.com when several teams share one workflow, Pipedrive when the sales team is the main user.
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Free process audit — 30 minutes, and you'll receive:
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