A CRM health check is a comprehensive evaluation of your CRM system, focusing on efficiency, alignment with business processes, and the achievement of company goals.
The audit begins with detailed data collection, including system usage analysis, interviews for in-depth insights, and review of documentation and workflows. Technical review ensures your CRM is correctly configured and that integrations and data quality meet best practices. Functional review examines usability, process automation, and how well the CRM supports your daily business needs.
In addition, the assessment covers user support and adoption, evaluating training programs, user engagement, and overall adoption levels. A key part of the process is measuring results and value: reviewing KPIs to determine how the CRM creates business impact and improves operational efficiency.
The audit provides clear recommendations to strengthen your CRM’s performance and data security, ensuring greater compliance, efficiency, and long-term value for your business.
As a Monday Partners, we assist you with the and onboarding of advanced CRM solutions.
Monday onboarding is both required and recommended when new to Monday having purchased professional or enterprise licenses.
Contact us before you purchase Monday and you'll be able to waive the mandatory onboarding fees with Monday.
As a partner, we'll get you off to a great start. In contrast to one-size-fits-all, we tailor the onboarding to your business needs and goals.
As Monday Partners, we assist you with the implementation of advanced CRM solutions.
TeQflo guides you through every step of successful CRM implementation with a focus on delivering measurable results for your business. We begin by carefully analyzing your existing systems and processes to identify opportunities for improvement and clarify your key goals. Based on these insights, we provide detailed recommendations and a roadmap tailored to your needs.
Our team then develops a structured project plan, outlining clear timelines, deliverables, and milestones to keep your CRM project on track. We design and deliver a custom CRM solution that integrates seamlessly with your workflows and supports your business growth.
Training is a fundamental part of our service. We ensure your team receives practical hands-on coaching to maximize adoption, efficiency, and long-term value. After your CRM goes live, we provide ongoing support and proactive advice to help your business overcome challenges and unlock new opportunities.
We assist our clients with data migration to their new CRM system, one of the most critical steps in a successful CRM implementation.
We deliver accurate and efficient CRM data migration, making sure your business-critical information is preserved and ready for use in your new system. Our experienced team starts by thoroughly analyzing your current data sources, identifying what needs to be moved, and creating a tailored migration plan with clear timelines and resources.
We carefully prepare and clean your data, removing unnecessary records and standardizing formats to meet CRM best practices. Quality checks and test migrations are performed to ensure data integrity throughout the process.
When it’s time to migrate, we transfer all essential information in the correct format, including relevant fields and metadata. With regular checks and expert execution from start to finish, we guarantee a smooth transition and seamless performance in your new CRM.
Integration is the process of connecting your CRM system with both existing and new tools within your organization. The goal is to create a seamless and efficient work environment where all systems collaborate optimally.
Our integration package is designed to connect your CRM system with your other business tools for a truly seamless workflow. We start by analyzing your integration needs and defining the outcomes you want to achieve. Our team conducts a thorough technical assessment, reviewing API documentation and deciding which data should be synchronized and how.
Next, we configure and implement the integration by installing necessary third-party services and establishing secure API connections. We ensure data is migrated correctly and enable continuous, reliable updates between your systems.
We test every integration, provide documentation and training, and offer ongoing support to ensure reliability and value.
The management & continuous improvement service focuses on ensuring that your CRM system remains aligned with your business needs, continuously delivering value over time.
We provide ongoing CRM management and support to keep your system reliable and effective. Our team monitors performance, handles updates, manages user accounts, and ensures data compliance. We regularly review your system’s configuration, offer user training, and guide workflow improvements to boost productivity. With continuous risk management and strategic advice, we help your CRM evolve with your business, delivering ongoing value and supporting your goals for long-term success.
.webp?width=65&height=65&name=monday%20logo%20(2).webp)
Monday Health checkA CRM health check is a comprehensive evaluation of your CRM system, focusing on efficiency, alignment with business processes, and the achievement of company goals.
The audit begins with detailed data collection, including system usage analysis, interviews for in-depth insights, and review of documentation and workflows. Technical review ensures your CRM is correctly configured and that integrations and data quality meet best practices. Functional review examines usability, process automation, and how well the CRM supports your daily business needs.
In addition, the assessment covers user support and adoption, evaluating training programs, user engagement, and overall adoption levels. A key part of the process is measuring results and value: reviewing KPIs to determine how the CRM creates business impact and improves operational efficiency.
The audit provides clear recommendations to strengthen your CRM’s performance and data security, ensuring greater compliance, efficiency, and long-term value for your business.
AI-powered CRM built to streamline your entire sales process—from lead to post-sale.
Monday CRM helps you capture leads, track communications, manage pipelines, and close deals faster. Customize every stage of your customer journey, automate manual tasks, and gain real-time insights with powerful reporting tools and AI assistance
Which plan is right for your company?
For growing sales teams looking to scale with AI-powered tools, we recommend the Pro plan. It offers the automation, forecasting, and analytics needed to accelerate your sales funnel. Smaller teams can start with Standard, while larger organizations with complex needs should explore Enterprise.
TeQflo helps businesses choose, implement, and optimize Monday CRM. [Contact us] to find the right plan and turn your CRM into a growth engine for your business.
AI-powered work management software built to boost productivity, collaboration, and project success.
Streamline your workflows, align teams, and drive efficiency with Monday Work Management. Plan, execute, and track projects in one intuitive platform - customizable to fit any team or business process. Empower your organization with real-time visibility, automation, and seamless integrations.
Which plan is right for your company?
For growing teams looking to scale efficiently, we recommend the Pro plan. It unlocks the automation and analytics capabilities that drive real impact, without the complexity. Smaller teams may start with Standard, while larger organizations benefit from the advanced features of Enterprise.
TeQflo helps businesses choose, implement, and optimize Monday Work Management. [Contact us] to find the right plan and streamline your operations today.
AI-enhanced software development platform built to plan, execute, and ship products with speed and accuracy.
Monday Dev empowers engineering teams to manage roadmaps, sprints, bugs, releases, and incidents - all in one flexible and collaborative workspace. Leverage real-time workflows, AI assistance, and deep integrations to accelerate delivery cycles and maintain alignment across teams.
TeQflo helps you implement, configure, and scale Monday Dev to meet your product delivery goals.
AI-powered service management platform designed to centralize tickets, automate workflows, and elevate customer support.
Monday Service enables support, IT, and operations teams to manage all tickets and requests in one place. Automate ticket intake, triage issues intelligently, engage users via a customer portal, and gain deep insights into your service performance - all while scaling with AI and integrations.
TeQflo can help you implement Monday Service, automate your workflows, and create a seamless support experience for your customers and employees.
.webp?width=50&height=50&name=monday%20logo%20small%20(1).webp)
Monday Onboarding