Certified monday CRM Implementation and Optimisation Partner
Softoholic works as monday.com CRM consultants for businesses across the UK and beyond who want their sales team to actually use their CRM, not just log into it once a month before a board meeting. We set up, customise, migrate and train teams on monday CRM so it fits how your business actually sells, not how a generic template thinks you should sell.
Our team operates out of Birmingham's Colmore Business District and London, working with clients from Snow Hill to the Square Mile, and remotely with businesses across the UK, Europe and further afield. If you're searching for monday.com CRM consultants who understand both the platform and the pressure of running a growing sales operation, this is where you start.
monday CRM Pipeline
Live view14 days
Average go-live,
core Sales Cloud
99.2%
User adoption
across projects
40%
Average close-rate
improvement
98%
Client retention,
all service lines
Why Businesses Choose Softoholic as Their monday.com CRM Consultants
Most CRM rollouts fail for one reason. Someone buys the software, watches a few tutorial videos, builds a board that looks fine on day one, and then nobody touches it properly again. Six months later the sales team is back on spreadsheets and the CRM licence is a wasted line item.
We approach monday CRM differently because we've already spent years inside CRM systems, not just monday.com. Softoholic has delivered CRM work for more than 50 international clients, including deep Zoho CRM implementation and customisation projects. That matters here because a consultant who has only ever touched one platform tends to build everything the same way, regardless of what your business actually needs. We've seen where Zoho gets stuck, where HubSpot gets expensive, and where monday CRM genuinely wins on flexibility and speed of setup.
Process-First Boards
We build boards around your actual sales process first, then configure the software to match it, rather than forcing your team into a template.
Proper Handover Training
Every implementation includes proper handover training, not a fifteen minute screen share at the end of the project.
Post-Go-Live Support
We stay on after go-live to fix the small things that only show up once your team starts using the system daily.
Honest Platform Advice
We're honest about what monday CRM can't do well, which saves clients from paying for customisation work that a different tool would handle better out of the box.
The Practical Reality: A CRM that half your team avoids isn't a productivity tool, it's a cost centre. We've walked into businesses where the sales director paid for licences a year earlier and still can't get accurate pipeline numbers because half the team logs deals in a notebook instead. Fixing that isn't about better software. It's about building something people actually want to open each morning, then training them properly so the habit sticks past week one.
What Is monday CRM?
And Who It's Actually Built For
monday CRM is the customer relationship management product built on monday.com's Work OS. Unlike traditional CRMs that lock you into rigid fields and processes, monday CRM lets you build boards, automations and dashboards without needing a developer or an IT department involved.
monday.com itself now serves well over 150,000 customers worldwide, and the CRM product has grown specifically because it doesn't ask non-technical teams to think like developers. Boards can be rebuilt in an afternoon if your sales process changes, which matters more than it sounds. Most CRM platforms treat structural change as a project. monday CRM treats it as a Tuesday afternoon task, and that flexibility is usually the single biggest reason clients switch to it from something more rigid.
Who It's Built For
It suits businesses that need a CRM their whole team will actually open every day. This includes:
- Recruitment: Track candidates and clients side-by-side.
- Estate Agents: Manage property leads through to completion.
- Agencies: Flawlessly run marketing and creative client pipelines.
- Professional Services: Seamlessly bridge sales and execution delivery.
When It's Less Suited
It's less suited to businesses that need deep financial reporting or highly regulated, complex approval chains. If that's you, we'll tell you honestly rather than sell you something that won't hold up. That's part of what proper monday.com CRM consultants should do.
Our monday CRM Consulting & Implementation Services
This is the full scope of what we deliver as monday.com CRM consultants, from the first workshop through to ongoing support.
CRM Strategy & Workspace Design
We start by mapping your actual sales process, from first enquiry through to closed deal and beyond. Boards, groups, statuses and automations get built around that map, not the other way round.
Sales Pipeline & Workflow Setup
Lead capture, deal stages, follow up sequences and reporting views get configured so your team can see exactly what needs attention today, not buried three clicks deep in a menu.
Data Migration
Moving from Excel, Zoho, HubSpot, Salesforce or another legacy CRM into monday CRM without losing history. We handle mapping, cleaning, and testing so nothing gets duplicated.
Automation & monday AI
Configure AI sales agents, AI email drafting, and automated notetaking directly against your real-world workflows rather than leaving them switched off or unused.
Third Party Integrations
We connect Gmail, Outlook, Slack, Zoom and DocuSign so your sales team stops wasting precious minutes switching between five different tabs to close a single deal.
monday.com CRM Training
Structured, role-based training ensures reps, managers, and admins each learn exactly what's relevant to them, ensuring high adoption right from the start.
Ongoing Support & Optimisation
We offer ongoing optimization and support packages so that your boards, dashboards, and automated flows keep pace with your team as your business grows.
Get a scoped plan for your monday CRM implementation
No generic blind quotes. Just a tailored implementation plan designed specifically for what your business actually needs.
monday CRM for Your Industry
Different industries use monday CRM in genuinely different ways. Here's where we see it work best.
Recruitment Agencies
Candidate pipelines and client pipelines sit side by side, with automations handling status updates and follow up reminders so nothing falls through between a first call and a placement.
Estate & Property Agents
Property leads, viewings, offers and completions get tracked in one place, with dashboards showing exactly where every deal stands without chasing updates over email.
Marketing & Agencies
Client pipelines, campaign approvals and project handoffs run through the same system, so account managers and delivery teams work from one shared view instead of separate spreadsheets.
Professional Services
Sales and delivery visibility sit together, so partners can see pipeline health and current client workload without pulling together a report from three different tools.
We've built these setups for firms based everywhere from Birmingham's Colmore Row through to offices near Fenchurch Street in the City of London, and the pattern is nearly always the same. Sales pipeline lives in one tool, delivery work lives in another, and nobody has a single view of both until something goes wrong with a client relationship.
Bringing both into monday CRM doesn't just tidy things up. It means a partner can spot an overloaded delivery team before it turns into a missed deadline, rather than finding out after the client complains.
monday CRM vs Other Platforms
We get asked this constantly, so we'll answer it plainly based on real-world implementation experience.
monday CRM vs Zoho CRM
Zoho CRM offers deeper native business suite integration if you're already using Zoho Books, Zoho Recruit or Zoho Creator. monday CRM wins on visual clarity and speed of setup, particularly for teams that found Zoho's interface too sales-ops heavy for daily use. Having implemented both, we can tell you honestly which fits your team rather than pushing what sells more.
monday CRM vs HubSpot
HubSpot's free tier is generous, but licensing costs climb incredibly quickly once you need proper custom automation, advanced reporting, and multi-pipeline capabilities. monday CRM tends to work out far more cost-effective for fast-growing mid-market teams that want ultimate design flexibility without falling into tiered pricing traps.
monday CRM vs Salesforce
Salesforce remains the default legacy choice for large enterprises needing deep, rigid customizations and incredibly complex multi-layered permission structures. For small and mid-sized businesses, that level of complexity usually slows sales teams down rather than helping them. monday CRM gets a team fully operational in weeks, not quarters.
Our Process
Here's what working with us actually looks like, step by step.
Discovery and workflow audit
We spend time understanding how your team currently sells, what's working, and what's causing friction.
Build and configuration
Boards, automations, dashboards and integrations get built against the plan agreed in discovery.
Migration and testing
Existing data gets migrated and tested thoroughly before your team ever sees the live system.
Training and go live
Role based training sessions run before launch, so your team starts using the system correctly from day one rather than learning by trial and error.
Post launch optimisation
We check back in after your team has been using the system for a few weeks to fix anything that needs adjusting once real usage patterns show up.
Most straightforward implementations go live within two to four weeks. Larger, multi team rollouts with complex integrations typically take six to eight weeks.
None of these phases run in isolation. We've seen agencies skip the discovery step entirely and jump straight to building boards because it feels like faster progress. It isn't. A board built without understanding how deals actually move through your business ends up rebuilt twice within the first month, which costs more time than the discovery call would have taken. Every project we run keeps discovery as a proper working session, not a form to fill in before the real work starts.
monday.com CRM Consultant Pricing
Pricing depends on team size, the complexity of your sales process, and how many integrations you need.
Predictable Project Pricing
As a general guide, straightforward single-team implementations start from a fixed project fee, with ongoing support available on a monthly retainer or ad hoc basis. We'll always give you a clear, scoped quote before any work begins, not a vague day rate that grows once the project starts.
Why We Avoid Day Rates
Day rate pricing is common in this industry, and it isn't necessarily dishonest, but it does mean the final cost depends on how efficiently a consultant works rather than what you actually get delivered. We prefer scoped project pricing because you know the total cost before you commit, and we carry the risk if something takes longer than expected, not you.
Ready for a straightforward estimate?
Request a fixed quote for your monday CRM project. No obligation, no pressure.
Why Work With a Certified monday.com CRM Consultant
Choosing the wrong implementation partner is expensive twice over. You pay for the project, and then you pay again when your team abandons the system and goes back to spreadsheets.
Tailored to Your Process
You get a system built around your actual process, not a demo template. We align the boards, fields, and automation structures to match how your team naturally operates.
Structured Team Training
Your team gets trained properly, so adoption doesn't rely on one enthusiastic early adopter. We provide hands-on, role-based training to drive consistent adoption.
Human-First Support
You have someone to call when something breaks or needs adjusting, rather than being stuck in a cold, automated, slow-moving customer support ticket queue.
Real Businesses. Real monday.com Success.
See how we helped fast-growing companies ditch chaotic spreadsheets, automate their sales pipelines, and scale their revenue.
Apex Global Logistics
The Challenge: Leads were getting lost in messy email threads, and reps had no real-time pipeline visibility.
The Solution: We built a custom monday CRM with automated lead routing, email synchronization, and instant follow-up alerts.
"monday CRM gave our leadership complete pipeline visibility. We no longer lose valuable deals in spreadsheets."
Vanguard Creative Group
The Challenge: Reps spent half their day copy-pasting proposals, manually updating contracts, and onboarding clients.
The Solution: Seamlessly integrated monday.com with PandaDoc and Gmail to trigger automated client onboarding the second a deal is won.
"We eliminated manual admin tasks completely. Our consultants now spend 100% of their time talking to qualified buyers."
Horizon Realty Group
The Challenge: Their previous CRM was too complicated. On-the-road field agents abandoned it entirely.
The Solution: Designed a ultra-simplified, mobile-friendly monday interface for agents to update pipeline status on-the-go with one tap.
"This is the first software platform our agents actually enjoy using every single day. The adoption process was incredibly smooth."
Frequently Asked Questions
monday.com CRM Consultants Near You
We deliver certified monday.com CRM implementation and hands-on team training for fast-growing businesses. Whether you need on-site consultants or structured remote delivery, we align the platform to match your exact sales process.
Site visits and face-to-face team training for London and Birmingham clients.
Seamless digital onboarding and training for the rest of the UK & international teams.
London Presence
Serving recruitment, tech, and professional services firms clustered from the City near Fenchurch Street, through Canary Wharf, and around Moorgate.
Birmingham Presence
Supporting businesses across the Midlands, from the corporate hubs on Colmore Row to Brindleyplace, and out along the Bristol Road.
Latest Insights on monday CRM
Read our latest guides on monday CRM setup, automation and industry specific use cases, updated regularly as the platform evolves.
Start Your monday CRM Journey
Spreadsheets and half-used CRMs cost you deals every week they carry on. Book a free consultation with our monday.com CRM consultants and get a clear, honest plan for what your business actually needs.