Automate Your Marketing Campaigns with monday.com
From content calendars to lead nurture flows — we design, implement, and train your team on a fully automated monday.com marketing setup.
- Visual campaign Timelines
- Team Collaboration
Organizations We've Transformed with Tailored Solutions
Why choose monday CRM?
monday CRM is a powerful, customizable CRM platform that helps you manage leads, automate workflows, and boost team productivity—all in one easy-to-use system. Perfect for sales, support, and client management
All-in-One Workspace
monday CRM brings your sales, tasks, and projects together in one seamless platform—fully integrated with monday.com Work OS. Everything your team needs, all in one place.
Easy to Use, Easy to Love
Say goodbye to clunky, outdated CRM systems. monday CRM offers a sleek, intuitive interface your team will actually enjoy using—no steep learning curve required.
Fully Customizable Workflows
Tailor your pipelines, dashboards, and automations to fit exactly how your team works. No more adjusting your process to fit the tool—the tool adapts to you.
Powerful Automations
Save time and reduce manual work with smart automations. Assign tasks, trigger email follow-ups, update deal stages, and more—automatically.
Bring AI into your work with monday.com
Automated task generation
Turn ideas or meeting outcomes into actionable tasks in seconds to automatically move deals forward.
Email Composition and Rephrasing
Quickly create any type of email or use smart template suggestions for emails that hit just the right note, every time.
Content Generation and Summarizing
Create polished content for every step of the sales cycle or summarize anything from a call transcript to meeting notes.
Formula building
Expert or not, craft formulas for even the most complex pipeline reporting needs using your own words.
Get the most out of monday CRM with META LEAN
Tailored setup
As certified monday CRM specialists, we ensure that your CRM is set up exactly according to your processes and needs.
Training & Support
Training & Support With our personalized approach, we make sure your team confidently and efficiently gets started with monday CRM.
Automation & Integration
Let us handle the heavy lifting by automating workflows and integrating monday CRM with your existing systems.
Get the most out of monday CRM with Meta Lean
Tailored setup
As certified monday CRM specialists, we ensure that your CRM is set up exactly according to your processes and needs.
Training & Support
Training & Support With our personalized approach, we make sure your team confidently and efficiently gets started with monday CRM.
Automation & Integration
Let us handle the heavy lifting by automating workflows and integrating monday CRM with your existing systems.
Pre-sales to post-sales all in one place
Lead Management
Collect leads from any source, centralize and qualify every lead in one place, and automatically score them based on custom criteria.
Deal Management
Customize your pipeline without the need for a developer, drag and drop deals between stages, automate manual work, and easily track all contact interactions.
Account & Contact Management
Get a 360° view of your customers. Keep record of your contact and account information, log activities, and send emails — all from one place.
Post-sales Management
Manage your post-sale activities in one place, so you can stay on top of client projects, collection tracking, and more.
Sales operations
Plan and fast-track your sales hiring process, and equip your sales team with the tools and resources they need to close more deals.
Let's talk about your monday.com setup
Whether you’re just getting started or looking to optimize your current setup, we’re here to tailor monday.com to fit your business needs. From CRM and project management to marketing automation and custom dashboards — we’ll handle the full implementation, onboarding, and training.
Schedule a Free Consultation
Interested in learning more about our monday.com implementation process? Feel free to reach out!
monday CRM FAQ's
Even for a simple sales process, a CRM can save you time and keep things organized. monday CRM helps you track leads, follow up on time, and never miss an opportunity—all in one place. As your business grows, the system grows with you, so you’re always one step ahead.
monday CRM is built to be simple, visual, and easy to use—even if you’re not a tech expert. You can get started quickly without coding or complex setups. And if you ever want to go deeper with custom workflows or automations, META LEAN can help tailor everything to your needs.
monday CRM is designed to be easy to use—but getting the most out of it is a different story. With so many features and customization options, it’s easy to miss out on its full potential. That’s where we come in. As certified monday.com partners, we help you set it up the right way from day one—tailored to your workflows, your goals, and your team. No guesswork. Just a smarter, faster path to a CRM that truly works for you.
The implementation timeline depends on your business needs and how complex your setup is—but in most cases, we’re able to get you fully up and running in just 4 to 6 weeks. This gives us enough time to tailor everything to your workflows, build smart automations, and make sure your team is confident using the system from day one.
