Packages / Onboarding
Your sales CRM on monday — built for you.
Leads, a customised sales pipeline with opportunities, contact import, sales automations and dashboards — and, at the top tier, post-sales account management — handed over with your team trained.
Price
From $2,500
Timeframe
~2–4 / ~4–6 / ~6–8 weeks
Deliverables
7 included
Who it's for · Sales teams adopting monday CRM or moving off a basic CRM.
What we build for you.
Done-for-you — you get a working system, not a to-do list. Everything below is included.
- Leads board with capture form and lead-to-contact/deal conversion
- Sales pipeline with customised deal stages, opportunities, and win/loss
- Contacts & accounts with import and de-duplication
- Sales automations — assignment, stage progression, reminders
- Pipeline & forecast dashboards
- Post-sales / account-management setup (Professional)
- Champion enablement — training + handover docs (all tiers)
Clear scope, no surprises.
What you'll need
- monday subscription on a plan supporting the product
- Admin access
- Some features depend on your monday plan (confirmed in scoping)
Not included
- Scope beyond the tier (more = Flex / higher tier)
- One product / entity
- monday license costs
- Data migration (separate)
- Quotes & Invoices and sales sequences are native monday CRM features but require a higher monday plan (Pro/Enterprise) — confirmed before scoping
- monday's invoices board tracks status/collections — it is not a payment or accounting system
Flat, fixed pricing.
Fixed scope, fixed price — shown up front. Book a quick discovery call and we'll confirm the right tier for you and get you started.
A minimal working CRM core: Leads + Contacts/Accounts boards, a lead intake form with conversion, contact import + de-dup, ~5 automations, 1 pipeline dashboard, champion training + docs.
Adds a full sales pipeline (custom stages, opportunities, win/loss), an email integration (Gmail/Outlook), activity tracking, ~10 automations, 2 dashboards, wider-team training.
Adds post-sales / account management (onboarding + renewals/health, won-deal handoff), quotes & invoices setup*, advanced customisation, ~25 automations, up to 2 native integrations, 4 dashboards, UAT + rollout.
1 revision round on Lite, 2 on Essentials / Professional; data migration is a separate package. Bundled integrations are native / marketplace connectors only.
Why teams build with Workiflow.
We build it for you — you get a working system, not a course.
Platinum-level monday expertise paired with deep automation and AI engineering.
Every build leaves your team trained and documented, so you own it after we go.
Questions, answered.
Will we be dependent on you afterward?
No — we build with a nominated champion and hand over training and documentation, so your team owns it.
Who pays for monday and third-party licenses?
monday subscriptions and third-party software are billed to you; we build on your account so it stays yours.
How do revisions work?
Each deliverable includes a revision round; AI builds include a 14-day tuning window; ongoing changes go via Flex Hours or a retainer.
How we work.
The plain-English version of how every engagement runs — clear scope, fair use, and what to expect.
What's included
Each package delivers the items listed under “What we build” (its definition of done). Anything not listed is out of scope and can be added as a quoted change request.
Revisions
Each deliverable includes its stated revision round(s); please send feedback as one consolidated list within the review window.
Acceptance
On delivery you have 5 business days to accept or send one consolidated revision list; if we don't hear back within 5 business days, it's treated as accepted so your project keeps moving and closes on schedule.
Your inputs
We rely on timely access, information, and approvals (within ~3 business days). If a project stalls on inputs for 10+ business days we may pause and reschedule, as we hold a delivery slot for you.
Scope ceiling (fair use)
Each engagement includes a generous effort allowance for its scope. If the work expands well beyond it through added requests or changes, we'll pause and agree a change request to continue — so the project stays fair to both sides and finishes cleanly.
Changes
Want something extra? We'll scope it as a quick add-on and confirm the cost before starting.
Carry-over
If you proceed to a build, the discovery, scope, roadmap, or POC from a Scoping/Audit engagement carries straight in — you never pay twice for the same work (the entry fee itself stands alone).
AI tuning
AI builds include a 14-day window after handover to fine-tune behaviour within the delivered scope.
Licenses
Your monday.com subscription and any third-party software are billed to you directly; we build on your account so everything stays yours.
/ Start
Ready to start monday CRM Onboarding?
A working monday CRM your team is trained to run.
30 minutes. You'll leave with a clear recommendation.