CRM ↔ PM Professional Services

Solution by

Drive profitability by efficiently bidding on projects, leveraging what-if scenario resource planning, and tracking time & budget

Contact partner

Use case: Technology ServicesCRMProfessional ServicesProject managementSales
Industry: ServicesTechnology ServicesCross-industry
Region: North America

Use Case: Quote Management, CRM, Project Management, Resource Management, Time Tracking, Profitability Management

Leverage the Inovus monday.com CRM ↔ PM Professional Services Solution to streamline processes, increase efficiency, & drive profitability while providing your team with a consistent experience with a unified CRM & Project Management platform. Craft accurate quotes with real-time access to team member expertise, rates, and availability.

Ensure a smooth transition from Sales to Service and facilitate project delivery with clear visibility to all metrics spanning project finances, progress, and resources.

As desired, integrate key tools in your tech stack, such as PandaDoc, Namely for HR, and Harvest. Let’s work together to deliver the ultimate experience for those that you employ & serve.

Key features

Craft an accurate quote specific to each opportunity
Convert an opportunity to a sold project
Forecast based on actual and planned projects
Track and aggregate time entries
Monitor all vital metrics and KPIs

Services

Strategize - define goals, objectives, success measures
Process Mapping - formalize core process workflows
Design & Configuration - modify the foundational solution
Integrate - incorporate other platforms as desired
Training & Onboarding - ensure user adoption

About the partner

We deliver breakthrough strategies and monday.com solutions that fuel your business growth.

As a monday Advanced Delivery partner, we help you strategize, design, and configure monday.com to maximize functionality for your unique business needs. Our goal is to create integrated, custom-configured solutions that allow your business to grow through operational efficiency & workflow modernization.

Contact partner