Monday.com and Go High Level are the CRM platforms at the centre of most of what we build. We configure them to match how your business actually works — pipeline stages, automations, dashboards and integrations that your team uses every day, not once and then ignores.
Most businesses set up Monday.com or Go High Level, build a few boards from default templates and find the team ignores it within a month. The tool isn't wrong — the setup is.
Without automations, a CRM is a visual spreadsheet. The value is in the workflows — status changes triggering actions, data moving between boards, the right notification sent at the right moment.
A CRM in isolation is one more system to update manually. Connected to your email, Xero and Make.com automations, it becomes the operational source of truth — updated automatically, not by hand.
Default dashboards show activity, not outcomes. We build the views and reports that tell you what's actually happening — pipeline health, conversion rates, team workload, deal velocity.
Every setup is built around how your team actually sells and operates. We work with Monday.com for complex operational businesses and Go High Level for businesses running sales funnels and marketing automation alongside their CRM.
Lead capture, deal stages, owner assignment, activity logging and probability weighting — configured for your sales process. Connected to email so activity is captured automatically, not entered manually. Works across Monday.com and Go High Level depending on your stack.
Lead capture funnels, nurture sequences, pipeline stage triggers and automated follow-ups configured end to end. GHL's automation suite connected to your CRM pipeline so no lead falls through the cracks between marketing and sales.
Client delivery, internal projects and operational workflows visible in one place in Monday.com. Dependencies mapped, deadlines tracked, status updates automated so managers aren't chasing progress reports manually.
Native CRM automations for simple triggers. Make.com connected for complex multi-step workflows — proposal generation, Xero invoice creation, reporting pipelines triggered by deal stage changes. Management dashboards showing pipeline value and team workload from live data.
Book a discovery call. We'll review your current setup and show you what it should actually be doing.