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How Transparent Pipeline Data Increases Placements

Experience the difference

Work without barriers on a platform that scales with you and adapts to your needs

Why Choose monday.com?

Empower your team with a customizable, intuitive platform designed to enhance productivity, visibility, and collaboration.

Enhance Project Management

Customize workflows for efficient task management, deadlines, and project tracking.

Connect Siloed Departments

Unify departments for seamless communication and collaboration across teams.

Minimize Update Chasing

Automate task updates to reduce manual follow-ups and status checks.

Automate mundane tasks

Save time by automating repetitive, manual tasks to boost productivity and ensure accuracy.

Increase Team Visibility

Ensure clear team progress with transparent task updates and performance tracking.

Streamline Team Collaboration

Improve teamwork through integrated tools that simplify communication and cooperation.

Experience Detailed Reporting

Generate detailed, customizable reports for deeper insights into team performance.

Centralize information

Keep all data, tasks, and communication in one easily accessible hub.

The Infrastructure: Monday DB

mondayDB’s new data architecture adapts to your largest, most complex work scenarios, allowing you to build and manage workflows at scale, without being limited by performance

Performance

Structured for performance

Enjoy improved speed across billions of boards that support your growth with optimized structures. With separate storage and compute layers, each can do what it does best – giving you unparalleled resource flexibility.

Elastic at scale

Elastic at scale

With a schemaless architecture that can store, retrieve, and query any data type, mondayDB supports your unique needs and adapts to the way you work best as you continue to add users, data tables, and query volume.

Speed

Complex queries in the blink of an eye

Data from boards is stored in both row and columnar databases. mondayDB can select on which to run queries based on the required manipulation, resulting in a high throughput of queries and low latency on any combination of tables.

Customizable

Build any software for any workflow

Taking the monday.com open API to a whole new level—multi-level mirror linkage, filters, aggregations, and formula calculations will now be supported. This allows developers to build any app, solution, or software they need on the platform.

Easily Add AI to Your Workflows

monday’s cutting edge AI allows you to skip the busy work and focus on building the perfect workflow for your business

Categorize

Let AI categorize your data at scale and organize it by type, urgency, or sentiment.

Automatically extract details from PDFs, text columns, or documents, saving time and improving accuracy.

Identify emotional cues from text, categorizing sentiment as positive, negative, or neutral.

Get the bottom line up front by summarizing complex topics, extracting key points, and gaining immediate actionable insights.

Break language barriers with accurate translation and localization to expand your global reach.

Write any prompt in your own words, and AI will instantly create a powerful automation that fits your workflow.

Discover Your Work OS

Explore the foundational products that enhance productivity, unlock efficiency, and enable you to build your one-of-a-kind workflow

monday work management

monday CRM

monday dev

monday service

Solutions Directory

Explore a wide range of pre-built options for monday.com to get your business moving quickly and efficiently on the platform

General Sales Pipeline

Centralizes leads, opportunities, and deals into a customizable, intuitive pipeline to boost sales efficiency and collaboration.

Enterprise Service Management

Centralize internal ticket management, with automated routing, SLA tracking, and satisfaction surveys.

Team Task Management

Assign tasks, coordinate daily projects, and communicate effectively, all on one board designed to get work done fast.

Chose a monday.com Product to see all Solutions

Extend Your Capabilities with Popular Apps, Integrations & API Connections

Connect monday.com to the apps you use most—no more manual updates, copying data, or hopping between tabs.

Talk to an Expert

Not sure which monday.com solution is right for your team?
Book a call with CarbonWeb to find your perfect fit.

Live Walkthrough

We’ll show you what’s possible, highlighting core platform capabilities, and highlight key features that elevate your workflow.

Talk to an Expert

We’ll start by understanding your current setup and specific challenges. This helps us tailor the demo to your exact needs.

Q&A + Next Steps

We’ll help answer any immediate questions, discuss the possibilities for onboarding, and game plan your next steps.

 Frequently Asked Questions

Get the answers you need about monday.com’s features, pricing, and integrations in our comprehensive FAQ section.

How does CarbonWeb customize monday.com solutions for different industries and team sizes?

CarbonWeb takes a consultative approach. We begin by understanding your specific workflow, team structure, and business goals. Then we configure monday.com’s boards, automations, and integrations to match your unique processes—no matter the size or industry of your business.

Not necessarily. monday.com is highly user-friendly and intuitive. Plus, CarbonWeb offers hands-on support, including onboarding, live demos, and ongoing training to ensure you and your team can smoothly transition to the platform without a steep learning curve.

monday.com employs advanced security measures to preserve the integrity and privacy of your data, and adheres to strict data protection laws. monday.com is built with internationally recognized security standards and protocols in place, such as ISO/IEC 27001 and ISO/IEC 27018, and we undergo annual security audits and assessments.

HIPAA is available on monday.com’s Enterprise plan. Please note that if you are on this plan and later downgrade to another plan, you will no longer be covered under the HIPAA compliance program.

That’s precisely where CarbonWeb can help. We’ll evaluate your current workflows and objectives, then recommend the right monday.com product—be it monday Work Management, CRM, Dev, or Service—to get you started on the most suitable solution for your company’s goals.

The platform is divided into specific products tailored for different business functions with variable pricing depending on your product, and the tier you’re interested in. You can explore pricing here for plans basic to pro, and if you’re interested in an enterprise plan, our consultants at CarbonWeb can help you get a quote directly.

Many teams notice immediate improvements in communication and task visibility. With CarbonWeb’s tailored onboarding and support, you can expect a smooth rollout that helps your organization start reaping productivity and efficiency gains in as little as a few weeks.

Absolutely. Our team specializes in creating custom integrations that link your existing software, tools, and data into monday.com. This ensures a centralized workflow that reduces duplication, saves time, and keeps every department connected.

Outlook

Outlook is an email and calendar management platform that helps users organize their inbox, schedule meetings, and manage tasks. With features like integrated contacts, task lists, and customizable folders, it enhances productivity and communication for both individuals and teams.

General Sales Pipeline

Integrates with emails and activities to track and log client emails, schedule follow-ups, and centralize communication within the sales workflow.

Cost-Plus Project Template

Integrates with emails and activities to track project-related communications, manage contractor correspondence, and schedule important follow-ups.

Retail and eCommerce Sales Pipeline

Integrates with emails and activities to manage buyer inquiries, vendor communications, and scheduled sales meetings all in one place.

HiringPortal

Integrates with emails and activities to track recruiter and candidate communications, ensuring no emails are missed during the hiring cycle.

Enterprise Service Management

Integrates with emails and activities to track service requests, escalations, and employee communication within the service management workflow.

PhoneBurner

PhoneBurner is a power dialer that streamlines outbound calling workflows on monday.com. It automates outreach, follow-ups, and activity logging while providing voicemail drop, email automation, and real-time call analytics—boosting productivity and response rates.

General Sales Pipeline

Streamline outbound sales calls with automated dialing and follow-ups, ensuring efficient prospecting and lead conversion.

Retail and eCommerce Sales Pipeline

Automate outbound sales calls to wholesale buyers, suppliers, or B2B clients, ensuring efficient follow-ups and sales outreach.

Dealership Sales Pipeline

Automate follow-up calls and outreach to potential buyers, ensuring faster response times and higher conversion rates.

Business Development Pipeline

Automate outbound calls for business development outreach, follow-ups, and client check-ins to maximize engagement and efficiency.

SaaS Sales Pipeline

Automate outbound sales calls for prospecting, demo scheduling, and follow-ups to increase conversion rates.

Gmail

Gmail is a popular email service that allows users to send, receive, and organize emails with powerful search and filter capabilities. It also offers features like smart replies, conversation threads, and seamless integration with other Google services.

General Sales Pipeline

Streamline outbound sales calls with automated dialing and follow-ups, ensuring efficient prospecting and lead conversion.

Retail and eCommerce Sales Pipeline

Automate outbound sales calls to wholesale buyers, suppliers, or B2B clients, ensuring efficient follow-ups and sales outreach.

Enterprise Service Management

Integrates with emails and activities to log and manage email-based service requests, customer support follow-ups, and IT helpdesk tickets.

Computerized Maintenance Management System

Integrates with emails and activities to log maintenance-related email correspondence, track approvals, and manage work order updates.

4-Tier Enterprise Portfolio Management

Integrates with emails and activities to log and manage correspondence related to company-wide initiatives, approvals, and project updates.

PandaDoc

Pandadoc is a document management and e-signature platform that streamlines the creation, distribution, and signing of contracts and agreements. It helps businesses automate workflows, collaborate on documents, and ensure secure, legally-binding signatures, all in one place.

General Sales Pipeline

Generate, send, and track proposals and contracts seamlessly within the sales pipeline, allowing for quick approvals and e-signatures.

Property Acquisition Pipeline

Sync task deadlines, team meetings, and project milestones to ensure alignment and timely execution of tasks.

Retail & eCommerce Sales Pipeline

Create, send, and track invoices, purchase orders, and contracts for retail and eCommerce transactions with built-in e-signature capabilities.

Dealership Sales Pipeline

Generate, send, and track digital contracts, financing agreements, and service packages with built-in e-signature capabilities for seamless deal closures.

Construction Bidding Pipeline

Generate, send, and track bids, contracts, and proposals with e-signature capabilities, ensuring a smooth bidding process.

Business Development Pipeline

Create, send, and track business proposals and contracts, streamlining document approvals and e-signatures directly within the pipeline.

Google Calendar

Google Calendar is a time management and scheduling tool that allows users to create, organize, and share events and appointments. It integrates with other Google services, offering seamless reminders, syncing across devices, and collaborative scheduling for teams.

General Sales Pipeline

Sync sales meetings, follow-ups, and important deal milestones with your calendar to keep sales reps organized and on schedule.

Team Task Management

Sync task deadlines, team meetings, and project milestones to ensure alignment and timely execution of tasks.

Dealership Sales Pipeline

Sync test drive appointments, sales meetings, and customer follow-ups to keep the sales team organized and proactive.

Computerized Maintenance Management System

Sync maintenance schedules, work orders, and equipment inspections to ensure timely servicing and prevent downtime.

Enterprise Service Management

Sync service request deadlines, internal support meetings, and SLA review sessions to ensure timely resolution and accountability.

Calendly

Calendly is an appointment scheduling software that allows users to set their availability and let others book meetings based on open time slots. It eliminates the back-and-forth of scheduling, integrates with calendars, and automates reminders for a smoother scheduling experience.

Property Acquisition Pipeline

Automate and streamline scheduling for property viewings, seller meetings, and investor calls, ensuring efficient time management in the acquisition pipeline.

SaaS Sales Pipeline

Automate and streamline scheduling for product demos, onboarding calls, and contract negotiations, making it easier to engage with potential customers.

Zoom

Zoom is a video conferencing platform that allows users to host online meetings, webinars, and virtual events with features like screen sharing, chat, and virtual backgrounds. It supports seamless communication and collaboration for both small teams and large organizations, making remote work and learning easier.

HiringPortal

Schedule and manage virtual interviews, enabling remote hiring processes and streamlined candidate interactions

Business Development Pipeline

Schedule, track, and log virtual meetings directly from the pipeline, making it easy to connect with prospects and clients via video calls.

Team Task Management

Schedule and track virtual meetings directly from the task management workflow, enabling remote team collaboration and status updates.

Cost-Plus Project Template

Schedule and manage virtual project meetings, subcontractor discussions, and client check-ins directly from the project workflow.

4-Tier Enterprise Portfolio Management

Schedule and manage virtual meetings for cross-tier collaboration, leadership reviews, and strategic planning discussions.

Enterprise Service Management

Schedule and manage virtual support sessions, troubleshooting meetings, and internal service reviews to enhance collaboration across teams.

DocuGen

DocuGen is a document generation app that enables users to create, manage, and sign documents digitally. It streamlines workflows by automating the document creation process, reducing manual tasks, and improving efficiency for businesses and individuals on monday.com.

HiringPortal

Automate the generation of offer letters, employment agreements, and onboarding documents, reducing administrative time and ensuring compliance.

Construction Bidding Pipeline

Automate the creation of bid documents, subcontractor agreements, and project scopes, reducing manual paperwork.

Resource & Allocation Management

Automate the generation of resource allocation reports, team schedules, and workload distribution documents to streamline planning.

Computerized Maintenance Management System

Automate the generation of maintenance reports, work orders, and compliance documents to maintain organized records.

4-Tier Enterprise Portfolio Management

Automate the generation of initiative reports, project status updates, and resource allocation documents to streamline portfolio tracking.

Dropbox

Dropbox is a cloud storage platform that allows users to store, share, and access files from any device, ensuring easy file management. With powerful collaboration tools, it enables multiple users to work on documents together, sync files across devices, and share content effortlessly.

Resource & Allocation Management

Store and manage resource planning files, schedules, and project-related documents in a secure and easily accessible cloud storage system.

Real Estate Company SOW

Scope of Work for a Real Estate Company

Scope Notes

For this project the goal is to onboard monday.com into the tech stack as a CRM in tandem with SalesForce and in full replacement of Apto. We can achieve this by first storing our properties in an organized and efficient manor, then linking their owners and poc(s). Once the infrastructure is determined we will work on a data migration from Apto to monday.com allowing the use of Apto to be eliminated at this time. We will then work on creating a sales pipeline that allows for the tracking from prospect to a sold property. This will intertwine with the properties and contacts boards that we create. We will finalize everything with some dashboards and documentation / training
After finalizing the scope and its components we are looking at about 6 weeks from the kickoff data. I also noted some overlap that can take place to be more efficient, that is we should be able to start the data transfer while we are working on the first component and then continue it while we start the CRM side. This is primary because we will pull in additional resources during this time. Lastly, the CRM Sales pipeline part can take 3 weeks it may also be done sooner with the well provided documentation, I just want to be sure to give ourselves enough time with expectations.

Scope Components

Total Hours: 40

1. CRM (Properties + Contacts) – 10
  • a. Establish and create breakout by territory of the properties
  • b. Create filters and views (or dashboards) allowing for the sum of all properties to not only be sorted by territory but also broken out by occupancy type.
  • c. Create connection to contacts for both a property owner and a building
2. CRM (Properties + Contacts) Data Transfer – 10
  • a. Research and establish best practice for importing and manipulating the current Apto properties and contacts.
    • i. Limit duplicates in the contacts environment
    • ii. Break out of all properties into associated territories by using current tax ids 
  • b. Utilize a CSV and transform data within make.com OR transfer via API directly from Apto.
3. CRM (Sales pipeline) – 15
  • a. Utilize provided documentation and our CRM expertise to customize a three board system
    • i. Leads
    • ii. BOV Pipeline
    • iii. Active Engagements
  • b. Customize boards and their views based on the group / stage that they are in allowing for a refined view of the fields that need to be collected at each stage
  • c. Create an automated flow (possibly using forms) from each board to the next allowing for a streamlined process from entrance to sold.
  • d. Setup followup protocol allowing CRM users to see what needs to be followed up today, tomorrow, this week etc. utilizing my work + monday.com board
    automations / statuses.
  • e. Setup timeline view for active engagements allowing the view of active projects and their durations to understand future business capacity and needs.
4. Dashboards + Documentation / training – 5
  • a. Once the system is up and running with data inside of it we can explore creating dashboards and more refined views for each team members needs.
  • b. Document the system utilizing monday.com docs allowing for the easy training and new EE’s and reference for current ones.

Timeline Breakdown

Total Duration: 6 weeks

  • 1. CRM (Properties + Contacts)
    • a. Weeks 1 + 2
  • 2. CRM (Properties + Contacts) Data Transfer
    • a. Weeks 2 – 3 (overlap with data transfer team and SA while building of the boards)
  • 3. CRM (Sales pipeline)
    • a. Weeks 3-5
  • 4. Dashboards + Documentation / training
    • a. Weeks 6+
Task Time
monday.com Development 37
Consulting 3
API Development N/A

Scope of Work for a Cyber Security Company

Scope Notes

Cyber Security Company came to monday.com in order to handle their CRM needs. Initially they started with the monday.com Sales + CRM and an advanced onboarding. During this
process they quickly realized that actually they need their CRM to be built custom for them first and then they can begin to use it. In the past they have used SFDC to manage
their sales process however, this system was never setup correctly. During the scoping call we went through a flow chart that showcases how the sales process goes from
lead capture to a won deal. We will build out the monday.com Sales + CRM product to their needs and then help with a SFDC data transfer of their accounts and contacts. I
will also make note that we discussed the connection for invoicing and ERP but are not going to work on this during this scope of work, but they may be something coming
down the line.

We are going to start in the accounts and contacts boards to make sure the fields are setup properly and the connections are setup correctly to the leads and deals board for their process. We will then go into the Leads board but this will be a quick and short stop for the time being as it is more important to focus on opportunity management and we can circle back around to the leads side for integrations of lead flow and data enrichment. After we process through the leads board and the lead has been qualified it will become an opportunity. During this process we will need to ensure we have “required fields” setup by using the force item creation through a form. We will also have some simple followup cadence automations in place to get the client into a proposal stage. As we get into the proposal / scoping stage we will need to have it connected with the Engineering teams system (who is already setup in monday.com) in order to create the scope. We can create an automation here with a connected column to reflect the engineering teams status of the scope back in the sales board. Once the Scope is done we will create a proposal and use DocuSign to send for signature. Once everything is set on the sales end we can initiate another automation to send back to the Engineering team to begin on the project. Once the opportunities board is flowing and communicating with the engineering team we can move onto importing the accounts and contacts from SFDC. We can then create dashboards and provide training on how to use the CRM.

Scope Components

Total Hours: 30

1. CRM Accounts + Contacts – 4
  • a. Deploy a new workspace with the standard monday.com Sales + CRM inside of it and begin customizing the accounts and contacts boards
  • b. Review with Cyber Security Company what fields they need to have in their sales process (some of this data is already found in the discovery they provided to Danny)
  • c. Setup the relationships between contacts and accounts
  • d. Create and customize item cards
2. CRM Sales Pipeline – 13
  • a. Leads Board
    • i. Customize the monday.com leads board to have a short flow that follows the flow chart
      • 1. Add statuses, groups and automations for board flow
    • ii. Add in followup cadence
      • 1. This can be 2 dates and a status column allowing us to see Last, next followup dates and the status of followup
    • iii. Customize the item card and board view to limit data that does not need to be seen
    • iv. Add automation for moving into deals board and creating a contact / account automatically
      • 1. Reference the CarbonCRM automations for this piece
  • b. Deals Board
    • i. Customize the monday.com Deals board and fields required
      • 1. Add the feature “Require form entry for item creation”
    • ii. Create sales process flow and customize groups status and automations for the sales process
    • iii. Customize item card and board views
    • iv. Create the scoping process
      • 1. This will be a connection into the engineering teams scoping board and a mirror column back into the deals board to see the status of the scope
      • 2. Create an automation that when stage changes to scope and scope does not exist then create an item in the scope board and connect it back to the deals
        board
      • 3. We can than have visibility of the scoping status back in the deals board to move it into proposal stage when ready
    • v. R&D Docusign process and if possible use the monday.com native integration for docusign singing process
    • vi. Create Kickoff process
      • 1. this is once the deal is “won” and we are able to send it back to the engineering team to begin work. We will create an automation that creates an item or
        notification to the engineering teams board
    • vii. Run a Test run through of process to ensure everything flows correclty
3. SFDC Data Transfer – 7
  • a. Review SFDC Data and determine date to backlog by
  • b. Cyber Security Company will provide a CSV copy of Accounts and Contacts they want exported
    • i. Max of 5k accounts and 5k contacts to be imported
  • Import and connect contacts and accounts into monday.com

4. Training + Offline Q+A – 5

  • a. Provide training session on CRM process flow
  • b. Offline Q+A during launch and adoption

Timeline Breakdown

Total Duration: 8 weeks

  • 1. CRM Accounts + Contacts
    • a. Week 1
  • 2. CRM Sales Pipeline
    • a. Weeks 2 – 5
  • 3. SFDC Data Transfer
    • a. Week 6 – 7
  • 4. Training + Offline Q+A
    • a. Week 8 – 9
Task Time
monday.com Development 22
Consulting 8
API Development N/A

Scope of Work for a Solar Company

Scope Notes

Solar company  is new to monday.com and wants to use it for project management to get out of their current project management software of pipedrive. They do have a sales team
of individuals who utilize their own software for sales but will likely be viewers inside of their monday.com system for the time being. As far as the process goes and what we
will build in there is a well documented flow chart provided with this scope of work that outlines the general process we are creating. Starting at the post sales process and
ending with a routine checkin to see how everything is working. I have outlined the high level of the process below to give us an estimate on the amount of time this will take to
build and as the architects get to work on it there will be more specific details needed.

Once a project comes in they will review the project and ensure they have everything that is needed before going to financing. After financing step it goes back to the project management process where we schedule out and dispatch a site survey to be completed. We will utilize SuperForm to develop site survey forms that can be filled out by the crew and connected back to monday.com Once this site survey comes back we are able to record the data and connect it back to the project. From here it will go into a Cad to-do process where any of the CAD team members will take it up and begin working on it.
From here there is a review process to get it approved. Once approved CAD it will be ready for permitting which is where it starts to get “wonky” this is because there are many splits in this process based on the service they are getting. These splits will require us to build out different process for the items to fall within, but we want to keep this within the same board. They will get the permits back or make edits to get further permits. We need to track permit status separately as one can be approved but we can be pending the other. Then we get into dispatching the crew out for installing. If there is an MPU vs no MPU this dispatching process is different. Similarly the the site survey their will be another superform here for a post install survey and connect this back to the project.
We then need to verify we got everything we needed back from the job and then schedule a final on site inspection to verify everything is good to go. Depending on if it passes or fails we can proceed forward or go back fix and repeat If we passed then we get a final card and then submit to utility company to turn on the power “PTO”. If the power company says we need a transformer upgrade we keep following up until done, otherwise we are now live. Lastly, We want to keep track of jobs completed and have a long term follow up if any issues arise and ensure satisfaction.

Required Software

Scope Components

Total Hours: 57

1. Project Kickoff – 7
  • a. Review Flow chart provided
  • b. Review scope of work and scope notes
  • c. Setup client facing board
  • d. Kickoff meeting
  • e. Review current Pipedrive setup and further understand pain points and reason for move to monday.com
2. Project Management High level board – 18
  • a. Setup PM high level overview board
  • b. Determine flow into the board with a form that the sales team can fill out once ready to begin a project
  • c. Customize board fields, views and item cards
  • d. R&D board flow at a high level and setup status and automation columns
  • e. Setup Financing status and step directly in PM HL board
    • i. From the details provided in the diagram, the financing process is not huge within monday.com thus the status of the financing can stay as a step directly
      inside of the PM board.
  • f. Setup CAD status and step directly in PM HL board
    • i. Similarly to financing, lets leave CAD directly within the HL board and track a sub status for the process here.
  • g. Setup Final inspection step inside of PM HL board
  • h. Setup any extra micro process not mentioned above within the PM HL board
    • i. Setup the ability to create connection to sub boards as the develop further in the process
3. Site Survey – 6
  • a. Review existing google Forms survey as starting spot for new superform
  • b. Create a superform allowing a user to select a project, from the project management HL board, and enter their responses from their site visit
  • c. Create automation to connect site survey back to PM HL board
4. Permitting – 8
  • a. Create a permitting workflow and board
  • b. Determine the different flows based on the product purchased
  • c. Customize board fields, item cards and views
  • d. Customize board flow, status and groups
  • e. Create connection to PM HL board
    • i. Mirror down and mirror up relevant information between the two boards
  • f. Create automation for flow into and out of the permitting board
5. Project Install process – 8
  • a. Create a board for project installs
  • b. Determine the different flows based on the product purchased
  • c. Create automation and connection back to the PM HL board
    • i. Setup mirror columns
  • d. As project install wraps up have a survey be sent out for project completion from the PM HL board
6. Project completion survey – 6
  • a. Review existing google forms survey to create start of superform
  • b. Allow superform to select a project and collect data associated to the project
  • c. Create automations to connect the project completion survey back to the HL board
7. Documentation, training and offline Q+A – 4
  • a. Document how the process should flow from start to finish
  • b. Train the team on how to use it
  • c. Provide offline Q+A where needed to assist in monday.com adoption

Timeline Breakdown

Total Duration: 14 weeks

  • 1. Project Kickoff
    • a. Weeks 1 – 2
  • 2. PM HL
    • a. Weeks 2- 14
  • 3. Site survey
    • a. Weeks 6 – 7
  • 4. Permitting
    • a. Week 8 – 9
  • 5. Project Install
    • a. Week 10 – 11
  • 6. Project completion survey
    • a. Week 12- 13
  • 7. Documentation training + offline Q+A
    • a. Weeks 13 – 14
Task Time
monday.com Development 44
Consulting 13
API Development N/A
API Scenarios N/A

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