configured to work from day one
monday
CRM
- Certified monday.com CRM partners
- Montreal-based
- Bilingual service
A CRM FOR EVERY STAGE OF THE SALES CYCLE
From pre-sales to after-sales
monday.com 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
Account & Contact
Management
360° view of each client, from first contact through renewal
Post-Sale
Management
Bilingual support, and local time zone
Sales
Operations
Dashboards, reports, and tools to help your team perform better
- WHAT WE CONFIGURE FOR YOU
The features we activate and customize
monday.com CRM offers dozens of features. Here are the ones we configure most often, tailored to your business reality.
Email composition — Automate your communications
We configure the email creation tool so your messages automatically include the right information per client: name, specific dates, project status, and more. Your salespeople send personalized emails from a single template — without risk of errors in names, dates, or details.
- Automated client field insertion
- Templates for individual sending
- Effortless personalization
Mass email — Reach your entire base at once
We set up mass email sending directly from your lead and contact lists. Your campaigns (announcements, promotions, newsletters) stay personalized even when sent in bulk — with recipient names and other unique details for every message.
- Send to your full base in one click
- Personalized messages despite mass send
- Templates built for bulk sending
Gmail / Outlook sync — Centralize your conversations
We connect your inbox (Gmail or Outlook) to monday.com CRM so every sent or received email is automatically logged and linked to the right contact. Your salespeople stop wasting time digging through four different tools to find a client’s history.
- Automatic synchronization
- Full communication tracking
- Real-time notifications
Contact database — One board, all your clients
We structure your contact database around your needs: industry, role, marketing segmentation, sales status. Your salespeople quickly find any contact and can filter, organize, and analyze their interactions.
- Structure tailored to your industry
- Centralized communications
- Powerful filters for your analytics
Activity management — Complete history per client
We activate the communication history view so every email, call, meeting, or message is automatically logged. Your salespeople track each client relationship at a glance — and no opportunity slips through the cracks because of a missed follow-up.
- Full history per contact
- Messages, emails, notes, and calls
- Clear and consistent tracking
Sales dashboards — Visualize your pipeline
We build dashboards tailored to what matters for your team: salesperson performance, conversion by stage, forecasts, at-risk opportunities. Real-time data, interactive charts, automated exports for your management reports.
- Custom dashboards
- Real-time data
- Quantified sales forecasts
Sales cycle view — All your stages in one place
We configure your sales cycle view so no lead slips through the cracks. Lead capture, qualification, automated follow-ups at every stage, and a 360° view of accounts and contacts so you always know exactly where each deal stands.
- No forgotten lead
- Automated stage-based follow-ups
- 360° account view
Opportunity board — Track your active deals
We configure your opportunity pipeline with your real stages, your automations, your close probabilities, and your deal values. You get clear, detailed, real-time sales forecasts — without needing a developer to adjust them.
- Custom visual pipeline
- Automated sales forecasting
- No-code stage adjustments
INTEGRATIONS
Connect monday.com CRM to your full ecosystem
Your CRM doesn’t live in isolation. We connect it to the tools you already use, so your data and processes flow automatically between them.
Integration
What we automate
A few examples — possibilities go further
- QuickBooks
Automatic client and invoice creation from closed deals
Supplier invoices linked to your client projects
Plooto
Automated payments and collections
Google Drive
Document structure generated for each new client
PandaDoc
Quotes and e-signatures linked to opportunities
Calendly
Client bookings logged directly into monday.com CRM
Zapier + custom APIs
Connection to over 9,000 other applications
Notification
Automated notifications
Let’s build you a sales process where everyone’s notified at the right moment — automatically.
EXISTING ACCOUNT TO OPTIMIZE
Already have monday.com CRM, but it's not taking off?
We offer a dedicated 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 — to rebuild adoption with real, day-to-day use cases
OUR IMPLEMENTATION APPROACH
Three principles that guide every project
01
We start with your process, not the platform
Before touching the CRM, we map your current sales cycle: how leads come in, how your team qualifies them, where they drop off, and what happens after signing. That analysis drives every configuration decision.
02
We train your internal champion
A CRM that depends on an external consultant for every adjustment is technical debt waiting to happen. We identify and train someone on your team — someone who masters the tool and can evolve it without calling us every time.
03
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 the pace that works for you.
WHY APS
The right partner for your monday.com CRM project
monday.com CRM manages your contacts, leads, and full sales cycle on a fully customizable platform — 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. As a certified partner, we configure monday.com CRM so it matches your sales cycle, your stages, your team — saving you weeks of trial and error.
- Ecosystem approach — connections with QuickBooks, Dext, Plooto, Google Drive, and more
- Montreal-based — bilingual support and local time zone
- Long-term — available to evolve your CRM as your business grows
Ready to transform your sales cycle?
Whether you’re starting with monday.com CRM or want to relaunch a dormant account, let’s talk. First call, no obligation.
Discovery call : monday CRM
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