Your Expert
Process & Workflow
Professionals!
Accelerate Sales
Automate Tasks
Beat Deadlines
Keep Teams in Sync
Book a
Credit: Monday.com
Credit: Monday.com
Workflow & System Creation: We’ll help you create systems and processes for Sales, Operations, Marketing, etc. Focusing on keeping your teams in sync and reduce/eliminate repetitive tasks
monday.com Implementation: Let us setup your monday boards for you or work along side your team
monday.com Training: Custom tailored training to fit your team’s workflows and processes
monday.com Optimization: We will do a full audit of your current monday boards, processes, SOPs, sales processes, etc… and suggest and implement improvements
Skilled Trades & Service Businesses: Service Work Project Tracking, Administration, Inventory Management, Customer Relationship Management, Fleet Management,
SaaS (Startups & Enterprise): Highly Customizable CRM to fit your team, Operations, Customer Success Management, Customer Onboarding Management, Engineering & Design Service Work Management, Marketing Campaign Tracking, Product Development Tracking (features, sprints, etc.), Beta Test Tracking
Manufacturing: Maintenance Request Management, Project Management, Facility Request Management, Customer Relationship Management, Production Operations Tracking
Industrial (Utilities/O&G): Highly Customizable CRM to fit your team, Service Work Project Tracking, Operations, Customer Success Management, Customer Onboarding Management, Engineering & Design Service Work Management, Marketing Campaign Tracking, Product Development Tracking (features, sprints, etc.)
Venture Capital/Investors/Franchises: Investor Relationship Management, Franchise Business Management, Operations and Investor Event Management
Industries, Applications & Use Cases
Qualify Leads Faster -> Close Deals Quicker with automated notifications
Save Time! Automate Lead Capturing & Sales Funnel
Visualize Revenue, Conversions & Deal Stage with Dashboards
Integrate Gmail or Outlook for seamless Lead & Deal tracking
Tools Used
Keep teams connected with Connected Boards & Workspaces
Automate project tasks and workflows
Integrate your favorite Tools like Slack, Gmail, Outlook & More!
Visualize KPIs, Timelines & Milestones with Dashboards
Customer Reviews
“As a company, we loved working with Charlie. He was very responsive and he is truly a Monday CRM expert. On the rare occasion where he could not answer our questions, he was able do to a bit of research and get back to us quickly. Charlie has excellent people skills. He was able to work with our entire team, both individually and as a group. We highly recommend Charlie and will continue to work with him”
“Charles’ work has been outstanding. Knowledge base on product is high and the overall flow of work has been consistent and communication has been excellent. I would highly recommend him.”
“Charlie has been an integral part of our monday.com onboarding and to our successful new business launch. We are grateful for his knowledge of CRM, as well as for strategic and practical applications based on our business requirements. He is easy to work with and an asset to our team. Thanks Charlie!”
Don’t have your workflows established yet? No problem!
Not sure how to get started with a CRM or Project Management software?
Or, maybe you’re looking to upgrade your current sales & project workflows and processes with automations and a better look and feel.
Fill out the form and we’ll help get you on the right track as soon as possible!
Book a Free 30 Minute Consultation
The Original Pro
Charlie Ferriera has 3.5 years experience working with monday.com and is a certified monday.com Expert Partner. Charlie leverages his 12+ years of experience in sales, process improvement, operations and product management to insure your team is saving time and money with established systems and workflows. Primary Industries & Customers serviced include: SaaS, Manufacturing, Service Industries, Industrial (Utilities/O&G), Enterprise & Startups.
