Work Rooms

Solution by

Close deals faster with our all-in-one CRM to portfolio management tool.

Use case: Operations
Industry: Cross-industry
Region: Global

Work Rooms is for businesses that buy businesses. Our OS allows you to standardize your entire process, from acquisition to onboarding and managing new companies.

A full CRM means you can collect & nurture targets, from un-researched leads to closed deals, without updating Excel spreadsheets.

Dashboards & analytics give Partners visibility on deal status, risks, and demographics in real-time, without losing granularity.

The automated Risk Register & Due Diligence tools help you close deals faster without breaching compliance. Maintain an audit trail without trawling through emails.

Key features

Collated workflow across M&A lifecycle
Deal and account management
Consolidated database of clients
Templatised M&A process from leads to closed deals
Up to 5 years of audit log tracking
Customizable high-level overview of data

Services

Workflow consulting
Solution architecture design
Customization
Implementation
Onboarding and training

About the partner

Work Perfect, monday.com’s award-winning platinum partner, supports enterprise and government customers in APAC. Recognized as Partner of the Year in 2022 and Best Professional Services Partner in 2023, we excel in business process consulting and use a people focused design thinking approach to build solutions powered by monday.com. Our clients include McDonald's, Tyro, RedBull, & NSW Gov.

Contact partner