Your
Certified
Sales CRM & Project
Professionals!
Accelerate Sales
Automate Tasks
Beat Deadlines
Keep Teams in Sync
Book a
Credit: Monday.com
Credit: Monday.com
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
Account Management & Sales Process Improvement: We will consult on your current sales operations from lead capturing to closed won. We also offer fractional account management services.
Skilled Trades & Service Businesses: Service Work Project Tracking, Administration, Inventory Management, Customer Relationship Management, Fleet Management,
SaaS & HW/SW (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
Healthcare: HR Management, Marketing Campaign Management, Customer Relationship Management, Customer Onboarding
Event Management: Customer Relationship Management, Track Booth Sales, Track Marketing Campaigns
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.)
Construction & Real Estate: Property Management, Customer Relationship Management, Maintenance Request Management, Task & Administrative Management
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
Solutions
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!”
On the fence about beginning your journey with monday.com?
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 years experience working with monday.com and is a certified monday.com Expert Partner. Charlie leverages his 10+ years of experience in sales, process improvement and product management to insure your team is making the maximum ROI on your monday.com implementation. Primary Industries & Customers serviced include: SaaS, Manufacturing, Service Industries, Industrial (Utilities/O&G), Enterprise & Startups.
