Client projects
Every project from a template, with phases, owners and deadlines, and an overview of all projects for management.
monday.com for business services
Client projects, onboarding and internal requests in one place, with fewer emails and more overview.
- Platinum Partner
- Senior consultants
- Tailored solution
The highest partner level at monday.com, with 260+ implementations in the Benelux, France and DACH.
Every client a project, every project in a different tool
Service providers work for many clients at once. When projects, tasks and agreements are scattered across email, chat and different tools, a lot of time goes into coordination. People who work for several teams lose track of their own work.
What a good setup delivers
- All client projects and the pipeline in one overview
- Templates so no step is forgotten
- One place for everyone's own tasks, across teams
- Fewer internal emails asking for status updates
Typical processes in monday.com
These are the processes we often set up in this industry, always tailored to how you work.
Onboarding and offboarding
Fixed checklists for new clients and employees, so every step happens on time.
Internal requests
Requests for hardware or support, for example, through a single form, approved by the right manager.
The products we use here
We choose the products based on your processes, not the other way round.
Frequently asked questions
We currently use Trello or another tool. Can we switch?
Yes. We move existing projects and data over and set up monday.com so your team can carry on straight away. That is how Carya moved over from Trello.
Can clients follow their project?
Yes, with guest access or a shared board your client only sees their own project. Together we decide what you want to share and what stays internal.
Can monday.com also track our sales?
Yes, with monday CRM. The advantage is that a won deal can become a project straight away, with the data sales already collected.
Other industries
Curious what monday.com can do for you?
Tell us how you work today. We are happy to think along with you, with no obligation.