Sales pipeline, governance, and reporting,
finally connected.
How we helped ITSX Assure replace disconnected processes with a scalable monday.com CRM and sales operating system built around the way the business actually works.
Growing commercially, but operating without visibility
ITSX Assure is a UK-based IT asset management and professional services consultancy, supporting organisations with specialist technology, compliance, asset lifecycle, and advisory services.
As the business grew, key commercial processes were spread across disconnected tools, spreadsheets, and individual ways of working. There was no structured CRM, no consistent pipeline view, and no reliable way to understand why opportunities were being lost or leads going cold.
Leadership had limited visibility of what was in the pipeline, where deals were stalling, and what was happening to opportunities that didn't convert. Without structured reason capture or an audit trail of pipeline movement, it was difficult to identify patterns or make informed commercial decisions.
Design the process first. Build the system second.
We mapped how the commercial operation actually runs before configuring a single board, then built the architecture and governance logic around it.
A governed sales operating system, built for commercial clarity
Four interconnected components inside monday.com, with a governance automation layer designed around how ITSX Assure runs its commercial pipeline.
CRM & Sales Pipeline
Leads and Opportunities boards designed for commercial rigour. Stage-based pipeline with value tracking, ownership, expected close dates, and next-step visibility across the full sales team.
- Leads board with qualification stages and disqualification capture
- Opportunities board with full pipeline stage management
- Mandatory field enforcement at key decision points
- Sales Activities board as live audit log
Pipeline Change Tracking
Four automations on the Opportunities board writing stage-change events to Sales Activities, giving leadership a timestamped record of every pipeline movement. A dashboard widget filtered to the last 7 days supports the weekly Friday pipeline review.
- Automated stage-change logging to Sales Activities
- 7-day filtered dashboard widget for weekly leadership review
- End-to-end tested pipeline audit trail
- Make.com identified as the path for capturing previous field values, flagged for future implementation
Loss & Disqualification Capture
Mandatory reason capture on both lost opportunities and unqualified leads, enforced by guardrail automations. No opportunity can be marked Lost, and no lead Unqualified, without a reason on record.
- Lost Reason and Lost Reason Notes on Opportunities
- Unqualified Reason and Unqualified Reason Notes on Leads
- Guardrail automations reverting stage and notifying assignee if fields are empty
- Lost Opps view and Lost Opportunity Analysis dashboard
Dashboards & Reporting
Leadership dashboards designed to reduce manual reporting and provide a real-time view of commercial performance, built specifically around the Friday pipeline review with Harry, CFO.
- Sales pipeline by stage and value
- Lost opportunity analysis with reason breakdown
- 7-day pipeline change feed for weekly leadership reviews
- Full audit trail of stage movements via Sales Activities
Real results, real impact.
Ready to build your
operating system?
Book a free 30-minute discovery call. We'll understand your biggest operational challenges and show you exactly what's possible.