Configured to work from day one
Implementation and optimization in Quebec
APS implements your monday CRM so it reflects your sales cycle, not a generic template. Whether you’re starting from scratch or your account has gone dormant, we make it work for you.
- Certified monday CRM partner
- Montreal-based
What we configure for you
The features we activate and customize
monday CRM offers dozens of features. Here are the ones we configure most often, tailored to your business reality.
Hi {First name}Marie,
Thanks for our talk about {Company}Toitures Gagnon.
Your quote from {Date}October 3 is attached.
Email compositionAutomate your communications
Your messages automatically include the right information for each client: name, dates, project status and more. Your reps send personalized emails from a single template, with no risk of errors.
- Client fields inserted automatically
- Templates for individual sending
- Effortless personalization
Mass emailReach your entire base at once
Bulk emails sent straight from your lead and contact lists. Your announcements, promotions and newsletters stay personalized, even when sent at scale.
- Your full base in one click
- Personalized despite the volume
- Templates built for bulk sending
Gmail / Outlook syncCentralize your conversations
We connect Gmail or Outlook to monday CRM: every email sent or received is logged and linked to the right contact. No more client history scattered across four tools.
- Automatic synchronization
- Full communication tracking
- Real-time notifications
Contact databaseOne board, all your clients
Your contact database structured around your needs: industry, role, marketing segmentation, sales status. Your reps find, filter and analyze any contact in seconds.
- Structure tailored to your industry
- Centralized communications
- Powerful filters for your analytics
Activity managementComplete history for every client
Every email, call, meeting or message is logged automatically. You follow each client relationship at a glance, and no follow-up slips through the cracks.
- Full history per contact
- Messages, emails, notes and calls
- Clear, consistent tracking
Sales dashboardsVisualize your pipeline
Dashboards built around what matters to your team: rep performance, conversion by stage, forecasts, at-risk deals. Real-time data and automated exports.
- Custom dashboards
- Real-time data
- Quantified sales forecasts
Stage: Proposal
Next action: auto follow-up tomorrow Auto
Sales cycle viewAll your stages in one place
Lead capture, qualification and automated follow-ups at every stage, with a 360° view of accounts and contacts so you always know where each deal stands.
- No forgotten lead
- Automated stage-based follow-ups
- 360° account view
Qualified
Proposal
Negotiation
Opportunity boardTrack your active deals
Your opportunity pipeline with your real stages, automations, close probabilities and deal values. Clear forecasts, with no developer needed to adjust them.
- Custom visual pipeline
- Automated sales forecasting
- No-code stage adjustments
A CRM for every stage of the sales cycle
From pre-sales to after-sales
monday CRM covers the entire commercial cycle. We configure the modules you actually need:
Lead management
Centralized leads from all your sources, automatic qualification, smart assignment.
Deal management
Visual pipeline, automations, complete history.
Accounts & contacts
360° view of each client, from first contact through renewal.
Post-sale management
Client projects, collections, renewals, upsell opportunities.
Sales operations
Dashboards, reports and tools to help your team perform better.
Integrations
Connect your CRM to your whole ecosystem
Your CRM doesn’t live in isolation. We connect it to the tools you already use, so your data flows on its own.
QuickBooks Online
Clients and invoices created from closed dealsSynced
Dext
Supplier invoices linked to your client projectsSynced
Plooto
Automated payments and collectionsSynced
Google Workspace
Document structure generated for each new clientSynced
PandaDoc
Quotes and e-signatures linked to opportunitiesSynced
Calendly
Client bookings logged in the CRMSynced
Claude
AI agents that qualify and summarize your leadsSynced
Zapier
Connection to over 8,000 other appsSyncedJust a few examples: the possibilities go much further.
Notifications
Everyone notified at the right moment, automatically
We build you a sales process where each step hands off to the next person on its own.
As a deal moves through your pipeline, a new lead reaches the assigned rep, an approval request lands with the manager, a signed contract alerts finance. Your team stays in sync and acts without waiting for someone to remember.
Existing account to optimize
Already have monday CRM, but it’s not taking off?
One of the most common situations we see: account created a few months back, half-used, team falling back on old tools, investment going dormant.
Our relaunch and optimization service
- Usage audit — where your team really stands and why it’s stuck
- Relaunch plan — a concrete strategy to make the original investment pay off
- Automation review — fix what’s not working, simplify what’s overly complex
- Internal documentation — a clear reference manual for your team
- Live training — rebuild adoption with real, day-to-day use cases
Our implementation approach
Three principles that guide every project
We start with your process, not the platform
Before touching the CRM, we map your current sales cycle: how leads come in, how they’re qualified, where they drop off, and what happens after signing. That analysis drives every configuration decision.
We train your internal champion
A CRM that depends on an external consultant for every adjustment is technical debt waiting to happen. We train someone on your team who masters the tool and can evolve it without calling us every time.
We stay available long-term
Implementation is the starting line, not the finish line. As your business evolves, your CRM has to keep up. We stay available for adjustments and new automations, at your pace.
Why APS
The right partner for your CRM project
monday CRM manages your contacts, leads and full sales cycle on a fully customizable platform, with no coding required. That’s its strength, and also its trap: without smart initial configuration, many businesses end up with a generic CRM that doesn’t reflect how they actually work.
That’s exactly where APS comes in. We configure monday CRM around your sales cycle, your stages and your team, saving you weeks of trial and error.
customers worldwide use monday.com (approx., Q2 2026)
APS helps you turn it into a real growth engine, not just one more tool in your stack.
Our services
Explore our other solutions
Automation
Automations built around how you actually work: less duplicate entry, fewer errors and dropped balls.
Explore →
monday Work Management
Project boards, Gantt charts, workload, time tracking and forms.
Explore →
Setup and accounting
Account setup, chart of accounts optimization and custom reports delivered straight to your inbox.
Explore →
Ready to transform your sales cycle?
- Sales pipeline and opportunities
- Centralized client communications
- Automated follow-ups and reminders
- Sales dashboards and reports
Your sales pipeline in monday CRM
Rénovations Lavoie · $12,500
Quote request
CRM agent
2 new leads qualified
Groupe Bélanger · $8,200
Automatic follow-up tomorrow
Clinique Santé Plus · $24,000
Proposal viewed 3 times
Transport Mercier · $18,700
Contract signed
FAQ