CRM Implementation · monday.com
01 / 07
Rotating illustration of monday CRM: a leads board, an opportunities pipeline and a sales dashboard. CRMLeads+ New itemMain tableKanbanDashboardLEADSTATUSOWNERSOURCEHarbour LogisticsQualifiedWebsiteKaimai GroupContactedReferralVector FoodsNew leadEventRidgeline CoAttemptingWebsiteSouthbank LtdUnqualifiedOutreach CRMOpportunities+ New itemMain tableKanbanDashboardDEALSTAGEVALUECLOSEHarbour LogisticsNegotiation$48k22 AugVector FoodsProposal$32k5 SepRidgeline CoWon$27k8 AugKaimai GroupDiscovery$18k19 SepSouthbank LtdProposal$12k26 Sep CRMSales dashboard+ New itemMain tableKanbanDashboard$137kPIPELINE VALUE24OPEN DEALS38%WIN RATEPipeline by stageDiscPropNegWonLost Product illustration of the monday.com platform.

monday CRM, your pipeline properly built.

A standard CRM implementation that sets up contacts, accounts, deals, and your full sales process on monday.com.

$9,000
Fixed price (AUD)
30 hrs
Scoped engagement
Contacts · Accounts · Deals · Pipeline · Revenue visibility.
CRM Implementation · monday.com
02 / 07
What's included
02Scope of delivery

A full CRM, not just a board that looks like one.

Every component of monday CRM configured to your sales process, with the connections between them working from day one.

Contacts, accounts & deals

Full CRM structure, contacts linked to accounts, deals linked to both. Relationships configured so your team has context at every stage.

Lead capture, stages & automation

Pipeline stages matched to your sales process. Automations that move deals, trigger follow-ups, and notify your team at the right moments, without manual effort.

Email sync & activity logging

Email integration connected so your team's outreach is captured automatically. Activity logged against contacts and deals, giving everyone visibility without extra admin.

Dashboard & reporting

Pipeline dashboard with revenue visibility, deal stage distribution, and team activity, so leadership always has the numbers without chasing updates.

Training & handover

Live team training on the full CRM, including how to add contacts, progress deals, log activity, and use the dashboard. Handover documentation so new team members can onboard themselves.

Suited to: Sales teams adopting monday CRM as their primary sales platform. One CRM, one source of truth, properly set up.
CRM Implementation · monday.com
03 / 07
How we work
03Delivery framework

Structured delivery, zero surprises.

The same proven Wisely framework, applied to CRM, from mapping your sales process to handing over a system your team actually uses.

Discover
Design
Plan
Build
Test
Deploy
Discovery phase
Deployment phase
1

Discovery phase

Sales process mapping
  • How you currently manage leads & deals
  • Stage design and pipeline architecture
  • Data migration requirements (if applicable)
2

Design · Plan · Build · Test

CRM build cycle
  • Contact, account & deal board build
  • Automations, email sync, dashboards
  • UAT with your sales team
3

Deployment phase

Go-live & enablement
  • Full team training on CRM workflows
  • Handover documentation & admin guide
  • Post-launch support window
CRM Implementation · monday.com
04 / 07
What good looks like
04Outcomes

What your team looks like after we're done.

Not just a configured tool, but a sales operation with real visibility and less manual work.

1
Source of truth

Contacts, accounts, deals and activity all in one place, no spreadsheets, no scattered notes, no duplicate data.

Live
Pipeline visibility

Leadership sees deal stage, value, and probability in real time. No more end-of-week status updates that are already out of date.

Auto
Follow-up triggers

Deals that stall get flagged. Follow-up tasks created automatically. Nothing slips through because someone forgot to check.

BeforeAfter Wisely CRM implementation
Deals tracked in a spreadsheet or nowhereFull pipeline in monday CRM, visible to the whole team
Email history only the sender can findActivity logged automatically against contact & deal
Manager asks for a pipeline update weeklyDashboard answers that question before it's asked
Follow-ups missed when someone's busyAutomations trigger reminders and tasks at the right stage
CRM Implementation · monday.com
05 / 07
Investment
05Pricing & terms

A full CRM for a fixed price.

Know your investment before we begin. No surprises, no scope ambiguity.

CRM Implementation
$9,000
AUD · fixed scope · 30-hour engagement
  • Full monday CRM implementation
  • Contact, account & deal pipeline setup
  • Lead capture, stages & automation workflows
  • Email sync & activity logging
  • Dashboard & reporting setup
  • Team training & handover documentation

What's outside scope

  • Data migration from other CRMs (quoted separately)
  • Custom integrations and API connections
  • Additional workflow boards beyond CRM
  • Ongoing managed service (available separately)

Packages can be tailored

If your CRM needs sit outside this standard scope (multiple pipelines, complex integrations, or a larger team), speak to your Wisely consultant. We'll scope it correctly before we start.

Platinum Partner. Wisely is a monday.com Platinum Partner. Your CRM is built by certified consultants with hands-on monday CRM expertise.
CRM Implementation · monday.com
06 / 07
Next steps
07Ready to begin

Your sales team deserves a CRM that actually works.

We can have your monday CRM scoped, agreed, and in build within a week of your decision.

1

Discovery call

This week
  • Walk through your current sales process
  • Map contacts, accounts, deal stages
  • Confirm scope and success criteria
2

Scoped proposal

Within 3 business days
  • Detailed scope in writing
  • Timeline and milestones
  • Sign-off before build begins
3

CRM live

Typically 4–6 weeks
  • Fully configured monday CRM
  • Team trained, dashboards live
  • Post-launch support included

Wisely is a monday.com Platinum Partner. Every CRM implementation is delivered by certified consultants with deep CRM and sales operations experience. wiselyglobal.tech

CRM Implementation · monday.com
07 / 07
Get in touch
07Your Wisely team

The team behind your implementation.

Your dedicated Wisely contacts, from first conversation through to go-live and beyond.

Chris Bjorklund

Chris Bjorklund

CEO

Owen Bradley

Owen Bradley

Head of Consulting

Oliver Scampton

Oliver Scampton

Business Development Lead

Portia McLaughlan

Portia McLaughlan

Head of Delivery

Shana Bonalos

Shana Bonalos

Customer Success

Your dedicated team, here to make your monday.com implementation a success.