Centralized CRM automating lead capture, follow-ups, and revenue forecasting
A growing SaaS consulting firm was managing leads across scattered spreadsheets, email threads, and personal notes. Sales reps had no visibility into pipeline health, follow-ups were inconsistent, and leadership couldn't forecast revenue accurately. They needed a single source of truth for all client data.
We built a unified CRM system in monday.com that centralizes all client data and automates the sales process. The system features lead capture forms that feed directly into the CRM with auto-assignment, pipeline automations that trigger follow-ups and notifications based on status changes, sales dashboards showing real-time pipeline value, conversion rates, and rep metrics, and email integration that logs all client communication automatically.
Built with monday.com, n8n, and Gmail
"We finally have complete visibility into our pipeline. Follow-ups happen automatically, nothing falls through the cracks, and I can forecast revenue with confidence for the first time."
— Sales Director