The CRM designed to fit your business' needs

CRM the smooth way

Get access to monday.com CRM – enhanced by Omnitas Consulting. Specifically made to streamline your workflows and let you focus on nurturing your leads and clients. No more tiring administrative work.

crm

Automated workflows

Manual workflows are in the past. This CRM contains several automations to ease your every day tasks and increase time efficiency.

Easily adjustable

Does your company have some specific needs that your CRM must contain? No worries. It’s easily adjustable to fit your business needs.

Live connection with after sales

We haven’t forgotten about the after sales either. To ease the transfer of all information, we’ve made sure that this CRM has a smooth connection between the different departments.

Dynamic & connected boards

What happens if you update some contact info in one board? With dynamic and connected boards, all information that is updated in one board automatically updates in all other places that it’s present in as well.

What does this CRM contain?

  • Contact lists
  • Sales opportunities
  • Accounts
  • Leads
  • Sales activities
  • Sales dashboard
  • Supporting sales materials
  • Customer onboarding
  • Learning center
  • And much more!

Features that elevate your CRM

Real time dashboards

Make your projects and activities stay on track with dynamic dashboards! The dashboards are fully customizable, easy to build and easy to share. With the help of the dashboards in monday.com, you get a quick overview of the status of your business.

Everything in one place

By collecting all the data in one platform, you can easily see which activities are planned, which are ongoing and which are completed. By working with monday.com, you create the overview needed to optimize your workflows.

Additional features

Want to take your CRM even further? Here are some additional features that can easily be applied to your CRM. Designed to fill those needs you’ve always wished for.

PMO-Alignment

The CRM you've always wanted

Working more efficiently has never been easier. With monday.com CRM – enhanced by Omnitas Consulting, you get the optimized system for your entire team. Our CRM systems are adaptable to your business needs.

Together with monday.com and the integrations made possible by Integromat, we’ve built a CRM system that’s made to streamline your sales activities.

Automate your workflow

Automations are now a necessity to optimize your workflow. If you can’t automate repetitive tasks, you’ll waste time and increase risk of error.

monday.com’s automation center has hundreds of automation recipes one click away. With monday.com’s CRM you can automate tasks, notifications, item creation, status changes, and more.

automation recipes
CRM monday.com

Why get your monday.com CRM through Omnitas?

  • monday.com CRM – enhanced by Omnitas is based on monday.com but with those additional features to complete your CRM.

  • Included onboarding to ease your transfer into the CRM system.

  • CSM hours included with your enterprise CRM.

  • Customizable to fit your business like a glove.

Security and privacy

monday.com is dedicated to protecting all customers’ data. They follow the strictest security measures on the market in order to make sure that your data is secure and protected. Their global privacy program is based on the most comprehensive and advanced data protection legislation, including the EU General Data Protection Regulation (GDPR).

Make the best of every lead

See where you are in your sales processes, and do not let any important details fall between the cracks.

Analyze statistics in real time and gain a better understanding of your weaknesses and strengths.

With the help of visual sale funnels, you can see where you drop and capture leads.

Funnel for monday.com

Technical support around the clock

You no longer have to worry about technical glitches or system errors. Certified technical support is available 24/7, with a response rate of 10 minutes regardless of time or place.

Get started with monday.com CRM - enhanced by Omnitas

If you have any questions, feel free to contact us below and we’ll answer any questions for you. Are you curious to get started with the CRM? Get in touch with us today and we’ll set it up right away!