Does your professional services firm struggle with transparency across quarterly & annual goals?
When deals move from sales to delivery, is your resource utilization streamlined to staff the engagement most effectively?
Our monday.com CRM↔PM solution helps professional services firms like yours increase profitability by streamlining core processes such as sales, client management, project execution, resource management, time tracking, and reporting.
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Benefits
Key Benefits for Professional Services Firms
Streamline processes
Enhance visibility
Improve resource utilization
Provide a consistent experience
Integrate key tools
Connect platforms
Drive greater value
Foundational framework
Primary Features for Professional Services Firms
Centralized Sales Pipeline
Easily manage leads, track deals, and view your entire pipeline in one place—fully visible and always up to date.
Transparent Sales Metrics
Monitor performance in real time with dashboards that reveal key KPIs, conversion rates, and sales team activity.
Account 360º View of Activities, Opportunities & Projects
See the full relationship history, open opportunities, and active projects for every account—all in one unified view.
Standard Workflow from Sales to Delivery
Follow a repeatable process from lead to signed deal to project kickoff, reducing friction and ensuring accountability.
Transparency into Team Allocation & Planned Capacity
Visualize who’s working on what, when, and for how long—so you can allocate confidently and avoid overbooking.
Shared Insights into Capacity, Skills & Timing
Plan smarter with a view into team availability, skillsets, and timelines—helping align the right people to the right work.
Why Inovus?
Inovus has delivered business technology solutions for over 25 years. Our Chicago-based team of Business Analysts & Consultants is skilled at applying monday.com best practices for professional services. We take the time to listen & fully understand your organization's unique challenges, then design & implement a solution tailored to your organization.
As an Advanced Delivery Partner, we meet specific requirements from monday.com, and have expertise in implementations, customizations, and integrations.
How we accelerate your organization to the next level
Analysis & Strategy
Collaborate with stakeholders to assess, identify, and define top priorities and goals, and strategize a framework that promises success.
Process Management / Mapping
Map your workflows, data hierarchy, and integrations from start to finish to establish standardized processes that will maximize operational efficiency.
Design, Configuration & Development
Design a system with functional and technical requirements to deliver a custom configured integrated environment that meets your desired state.
Onboarding & Training
Jumpstart employee adoption and use of your newly configured platform.
Platform Support
Ongoing support any time you need help with maintenance, upgrades, configuration enhancements and integration requirements.
"I think the best news for us is that we’ve found an excellent partner who can help us quickly deliver workable solutions as we continue to work with monday and expand its use in our organization."
High-impact services to help your business
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