The challenge

EAG is a professional services firm led by CEO Elizabeth Gerbel, specializing in providing consulting, back-office and IT outsourcing for the upstream, midstream and renewable energy industries.

Before monday.com, client information was scattered across spreadsheets, email inboxes, and legacy platforms. Without a unified system, the team struggled to implement AI into their workflow in a meaningful way. 

Some of the key challenges the EAG team needed to overcome were:

• Disorganized and inconsistent CRM data
  
  
• Heavy manual lift for creating content, emails, and presentations for clients
  
  
• Lost time gathering data and limited forecasting confidence
  
  
• Financial unpredictability caused by usage-based AI pricing models
  
  

To support automation effectively, EAG decided to reset. They rebuilt their CRM from the ground up inside monday.com, importing only verified data. This gave them a clean, centralized foundation ready for intelligent automation.

The solution

By rebuilding their CRM inside monday.com, EAG transformed scattered data into a single source of truth, giving their sales team the accuracy and confidence needed to drive results. Prospect information is now automatically pulled in, eliminating the need for manual research and ensuring sales teams always have up-to-date, relevant insights right at their fingertips. 

With this foundation, the platform powers everything from automated outreach to accurate sales forecasting. It even creates proposed intro emails that reps can send directly, streamlining prospecting and improving efficiency. This shift alone saved the team more than 700 hours annually on prospecting emails, giving sellers more time to focus on building relationships and closing deals.

The impact

By adopting monday CRM, EAG unlocked measurable improvements in efficiency and alignment. At sponsored conference booths, the team used monday forms to capture signups and saw a 400% increase in leads. With AI automations, each signup was instantly enriched with a summary of the prospect’s role, the problem they wanted to solve, and key points from the conversation.

Executives and sales reps saved significant time by eliminating manual data entry and follow-up, while ensuring no opportunities slipped through the cracks. The results speak for themselves:

• 700+ hours saved annually emailing prospects
  
  
• 80% increase in opportunity capture
  
  
• 95% improvement in data quality

With cleaner, more reliable inputs, pipeline forecasting became both accurate and dependable. Teams gained confidence in AI-driven insights and shifted their focus from repetitive tasks to higher-level strategy.

Centralized processes also strengthened collaboration across departments. With monday.com as the single source of truth for their CRM, EAG gained full visibility into the customer journey, reinforcing a culture of clarity, accountability, and smarter decision-making.

Why monday.com?

“Now we have a lot less data, but it’s quality data. That change allows us to use AI confidently, without second-guessing the outputs.”

— Elizabeth Gerbel, CEO, EAG

With monday.com, EAG reduced the burden of system maintenance and redirected energy toward growth. Their approach to clean data and phased monday AI adoption created a scalable framework that supports both efficiency and performance.

monday CRM provided the structure EAG needed to transform their data into action. By prioritizing clarity and consistency, the team was able to streamline workflows, improve decision-making, and scale their operations with confidence.

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