Professional Services & Sales Operations
The sales operating system for professional services.
We build monday.com CRM and sales operations systems for professional services and consultancy firms, so every opportunity is tracked, every loss has a reason on record, and leadership sees the pipeline in real time.
The Challenge
Growing commercially, but flying blind
Professional services firms win work on relationships and expertise, but as they grow the commercial engine often runs on memory, inboxes and spreadsheets. Leadership cannot see what is really in the pipeline, why deals are lost, or where revenue is leaking.
- No structured CRM, so the pipeline lives across spreadsheets and individual heads
- No consistent view of stage, value, owner or next step
- Lost deals disappear without a reason on record
- Weekly reporting is assembled by hand, slowly
- Leadership reviews run on instinct instead of evidence
What We Build
A governed sales operating system
Structured pipeline, enforced data quality and real-time reporting, designed around your commercial review rhythm.
CRM & sales pipeline
Leads and opportunities with defined stages, value tracking, ownership and next-step visibility across the whole team.
Governance & reason capture
Mandatory loss and disqualification reasons, enforced by guardrail automations, plus a timestamped audit trail of every pipeline move.
Dashboards & reporting
Real-time pipeline by stage and value, lost-opportunity analysis and a weekly review feed, replacing manual reporting.
How We Deliver
Built on monday.com, or fully custom
We start with how your firm actually sells, then build on the platform that fits, never a generic template.
monday.com Work Management & CRM
As a certified monday.com partner, we design your CRM, pipeline, automations, dashboards and integrations inside monday.com, with full documentation and training so your team owns it.
Custom-built systems
When your firm needs something monday.com cannot do cleanly, we build a custom system around your exact commercial process, with the same governance and reporting rigour.
Proof
We now have a pipeline we can actually govern, every movement tracked, every loss reasoned, every week reviewed.Harry, CFO, ITSX Assure
Your turn
Ready to see your whole pipeline?
Book a free 30-minute discovery call. We will understand how your firm sells and show you exactly what a governed sales system would look like.