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Improving Workflows
SINCE 2010

Your official monday.com partner

Get A Free Consultation

Improving Workflows
SINCE 2010

Your official monday.com partner

Get A Free Consultation

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Services

Flowchart

We implement monday.com to improve your business processes, from project management to sales. Our custom solutions feature personalized workflows and efficient task management through an intuitive interface, ensuring smooth operations for any team size.

  • Get started with monday.com
  • Improve your current system
  • Complete monday.com implementation
Free Consultation

Implementation

We implement monday.com to improve your business processes, from project management to sales. Our custom solutions feature personalized workflows and efficient task management through an intuitive interface, ensuring smooth operations for any team size.

  • Get started with monday.com
  • Improve your current system
  • Complete monday.com implementation
Free Consultation

Integration

We implement monday.com to improve your business processes, from project management to sales. Our custom solutions feature personalized workflows and efficient task management through an intuitive interface, ensuring smooth operations for any team size.

  • Get started with monday.com
  • Improve your current system
  • Complete monday.com implementation
Free Consultation

Support

We implement monday.com to improve your business processes, from project management to sales. Our custom solutions feature personalized workflows and efficient task management through an intuitive interface, ensuring smooth operations for any team size.

  • Get started with monday.com
  • Improve your current system
  • Complete monday.com implementation
Free Consultation

PROCESS

Enkelt, smidigt
och helt riskfritt

01

Ta del av erbjudandet

Fyll i formuläret och luta dig tillbaka✨

Vi kommer skicka dig ett personligt meddelande när vi mottagit din förfrågan, så håll utkik i din inkorg! 📬

01

Se ditt nya projekthanteringssystem

Vi ses på ett digitalt möte där vi presenterar den nya prototypen av ert projekthanteringssystem.

02
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Vi färdigställer ditt nya system

Gillar du vårt förslag? Då kör vi!

Som en del av erbjudandet får du en (1) månad fri support. 😉

03
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Vi utbildar ditt team

En viktig del i en system implementation är att alla är ombord, därför håller vi användarträningar med ditt team!

04

Our numbers

Transform your business with innovative solutions

10+

Industries Served

Our advanced value-delivery process and tools improve project success by 77% through effective resource use, clear communication and smooth workflows, ensuring projects run efficiently.

100+

Custom Solutions Delivered

We have successfully crafted and implemented over 100 bespoke digital solutions, tailored precisely to meet the diverse needs of our clients across various industries.

14+

Years of Experience

With over 14 years of experience in transforming business landscapes, we consistently deliver innovative solutions that drive success.

Explore our solutions

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Onboarding

Our onboarding solution automates task creation tailored to your specific services and criteria, ensuring a seamless onboarding experience. With built-in dependencies and timelines, our solution allows you to add, remove, or update onboarding tasks dynamically in just seconds.

Cookie Tracking

Increase your sales by integrating your website with monday.com. Automatically update your leads, deals, or contacts with key activity logs every time they visit your website, download a PDF, or sign up for a webinar.

Cookie Tracking

Track Your Prospects Website Activity

Read more
Boost your sales with our CRM integration. Get real-time updates on leads and customers, track activities, and receive instant notifications. Engage at the right moment with precision.

Onboarding

Automate Your Onboarding Process

Read more
Our onboarding solution automates task creation tailored to your specific services and criteria, ensuring a seamless onboarding experience.

Contracts

Automate and Track Your Contracts

Read more

Boost your sales with our CRM integration. Get real-time updates on leads 

Account Management

Account Management The Right Way

Read more

Track time, view only your accounts, and effortlessly set up recurring tasks for all accounts. Create ad-hoc tasks for specific services or individual accounts in less than 5 seconds.

Project Management

Project Management With Intelligent Automation

Read more

Boost your sales with our CRM integration. Get real-time updates on leads 

Vill du ta ett förutsättningslöst möte?

Hör av dig till mig om du vill få en kostnadsfri demo i våra olika affärssystem och kringlösningar. Tillsammans tittar vi på era behov och tar fram ett lösningsförslag baserade på era förutsättningar, verksamhet och bransch.

Eddie Blomkvist

Implementation Manager, United States

Sömlös integration

Vi kan integrera över 100+ verktyg som du redan använder.

Se en prototyp av ditt system kostnadsfritt
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Cookie Tracking

Cookie Tracking

Increase your sales by integrating your website with monday.com. Automatically update your leads, deals, or contacts with key activity logs every time they visit your website, download a PDF, or sign up for a webinar. Receive instant notifications for assigned sales reps and access scorecards to easily identify which leads or deals are most likely to close.

Why?

We developed this solution because it’s crucial to have this functionality integrated into your CRM system.

With cookie tracking and real-time updates, your team will always be informed. This allows them to quickly decide when to contact a lead or an existing customer returning to your website, possibly to explore additional offers. They receive an instant notification and can call them right away!

Do you have a potential major client registered for a webinar or seminar? Your sales rep will get a notification and can start planning their engagement immediately.

Benefits

Increased Sales Efficiency: Automate updates and notifications, reducing manual data entry and freeing your sales team to focus on closing deals.

Timely Engagement: Receive instant notifications about key activities, enabling your salespeople to engage with leads and customers at the right moment.

Enhanced Customer Insight: Track and log key activities such as website visits, PDF downloads, and webinar registrations to gain deeper insights into customer behavior and interests.

Improved Team Coordination: Keep your entire team updated with real-time information, ensuring everyone is on the same page and can collaborate effectively.

Proactive Customer Contact: Identify and reach out to returning customers who might be interested in additional offers, enhancing customer loyalty and upselling opportunities.

Prioritize High-Value Leads: Use scorecards to easily identify and prioritize high-potential leads, ensuring your sales efforts focus on the most promising opportunities.

Better Event Planning: Get notifications when potential major clients register for webinars or seminars, allowing your salespeople to plan their engagement strategies in advance.

Increased CRM Value: Seamlessly integrate this solution into your existing CRM, enhancing its functionality and adding more value to your sales processes.

How it works

01. Website Visitors

The initial “trigger” for this solution is activated as soon as a new visitor lands on your website. Our systems immediately check if the visitor is stored in the cookie or not.

If the visitor is not found in the cookie, no data is sent forward. However, if the visitor is stored in the cookie, the data is sent forward.

02. Search in monday.com

Next, we use the information from the cookie to search in monday.com among leads, deals, contacts, and similar records.

03. Create / Update an Item

If a matching lead, deal, or contact is found in monday.com, the relevant item is updated with the new activity data. If no match is found, a new item is created in the appropriate category to ensure all activity is tracked and actionable.

04. Create a New Activity

Next, we create an activity on the item’s personal contact card. If the contact is in the leads, deals, or other boards, this is automatically synced and can be accessed from a single place, the contact card.

– If the person only visited the website, we log an activity for the website visit.

– If the person downloaded a guide, we log an activity for the download.

– If the person registered for a webinar or seminar, we log an activity for this.

05. Update Scorecard

Once we have logged all relevant activities, we update the scorecard. This helps us easily identify and prioritize the most promising leads and deals. In this example, a website visit is worth 5 points, a download is worth 15 points, and a webinar/seminar registration is worth 15 points.
Free Expert Consultation
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Onboarding

Onboarding

Our onboarding solution automates task creation tailored to your specific services and criteria, ensuring a seamless onboarding experience.

With built-in dependencies and timelines, our solution allows you to add, remove, or update onboarding tasks dynamically in just seconds. This flexibility is invaluable for end users, making the onboarding process more efficient and hassle-free!

Why?

This solution was developed in response to a client’s request for a more dynamic onboarding process. They wanted the ability to set task dependencies and easily reorder tasks without needing to navigate through native features or rename existing tasks.

In response, we created a premium onboarding solution that allows users to effortlessly adjust timelines. If any part of the onboarding process is delayed, the timeline for all related tasks automatically adjusts, saving time and reducing manual effort.

Our initial client was thrilled with this flexibility and greatly appreciated the streamlined experience!

Benefits

Automated Task Creation: Automatically generate the right tasks based on your specific services or criteria, reducing manual setup and ensuring consistency across the onboarding process.

Flexible Task Management:
Easily add, remove, or reorder tasks within the onboarding workflow, allowing for quick adjustments without navigating complex features or renaming tasks.

Dynamic Timeline Adjustments:
Automatically adjust timelines for all dependent tasks when changes occur, ensuring the onboarding process stays on track without manual recalibration.

Improved Efficiency and Time Savings: Streamline the onboarding process by minimizing manual input and reducing administrative overhead, allowing your team to focus on higher-value activities.

Enhanced User Experience:
Provide a more intuitive and responsive onboarding experience, which improves client satisfaction and enhances your reputation for offering premium services.

How it works

01. Won Deal

When a new deal is closed, our solution automatically identifies the appropriate tasks based on the specific services or criteria you provide. We then create a new item and seamlessly connect it to the company, contacts, and more.

Alternatively, you can manually set up a new onboarding client using a straightforward form.

02. Create Onboarding Tasks

Once the item is created, our system automatically generates the appropriate tasks, complete with dependencies and timelines.

This fully automated process ensures that all onboarding steps are scheduled and coordinated efficiently, saving time and reducing manual effort.

03. Creating and Assigning Tasks

Effortlessly create or update onboarding templates to match your evolving needs.

Our solution allows you to customize templates with specific tasks, set the order of tasks, establish dependencies, and define timelines.

This ensures that your onboarding process remains flexible and perfectly aligned with your unique service offerings.

Free Expert Consultation
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Account Management

Account Management

Enhance your account management with monday.com. Track time, view only your accounts, and effortlessly set up recurring tasks for all accounts or based on tiers.

Create ad-hoc tasks for specific tiers or individual accounts in less than 5 seconds. Receive instant notifications for assigned account managers and access scorecards to easily identify which accounts need attention.

Why?

We developed this Account Management solution to enable users to organize all their accounts efficiently, ensuring they never miss an important task and consistently improve CSAT. Our dynamic, automation-focused system offers extensive options for creating recurring tasks, including customizable timelines and descriptions.

With just a few clicks, you can create tasks for specific account tiers, such as Gold and Silver, automatically applying them to all relevant accounts. Additionally, for ad-hoc tasks, simply select the desired accounts from a dropdown menu and create the task with a single button press, saving you valuable time.

We also addressed the challenge of managing existing recurring tasks across multiple accounts. If you need to update the task name, timeline, description, or even delete it for 100 accounts, our solution allows you to make these changes instantly with just one click.

Benefits

Enhanced Organization: Easily manage and view all your accounts in one place, ensuring that no account is overlooked and all important tasks are tracked efficiently.

Improved Efficiency: Automate recurring tasks for specific account tiers or individual accounts, significantly reducing the time spent on manual task creation and management.

Seamless Task Updates: Quickly update or delete tasks across multiple accounts with just one click, ensuring consistency and accuracy in account management.

Increased Productivity: Focus on high-value activities by minimizing administrative overhead, allowing account managers to dedicate more time to client interactions and strategic initiatives.

Higher CSAT Scores: By never missing an important task and maintaining organized, timely follow-ups, improve customer satisfaction scores and build stronger client relationships.

Flexibility: Choose when your recurring task should be created again by simply entering the number of days, such as 18 days or 30 days, and the system will automatically handle it for you in the future.

How it works

01. Creating a New Account

When a new deal is closed, a corresponding account is added to account management.

This step ensures that all relevant information about the new account is accurately recorded and prepared for the next stages of the process.

Alternatively, this can also be done manually through a form.

02. Identify Tasks For The New Account

Once the account is created, we proceed to identify and assign the tasks that align with the specific needs of that account.

This process involves searching for tasks based on criteria such as tiers, services, and other relevant factors.

03. Creating and Assigning Tasks

In this step, we create all the necessary tasks for the new account, ensuring each task has the correct timeline, estimated hours, and detailed descriptions.

If an account manager is assigned to the account, they will be automatically assigned to all tasks. If no account manager is currently assigned, these fields will be left blank, allowing you to assign them later.

04. Task Resetting and Notifications

Based on the timeline specified in the master board, these tasks will be automatically reset at different intervals.

For example, if the interval is set to 14 days on the master board, the system will reset the task every 2 weeks. The account manager will then receive a notification to complete the task again.

This process ensures that recurring tasks are managed efficiently and consistently.

05. Adding and Updating Recurring Tasks for Existing Accounts

Adding new recurring tasks to already active accounts is a challenge many companies face. Often, the structure for tasks has been established for different accounts, but these accounts may have been created months ago.

So, how can we ensure that new tasks intended for future accounts are also applied to existing ones without manually updating each account?

The solution is simple: when you add a new task as recurring, it will automatically be added to all existing accounts that match the specified conditions. Similarly, if you need to update a task already created for multiple accounts, you can simply make the changes on the master board and press ‘update.’

The system will automatically apply these changes to all relevant accounts, ensuring consistency across your operations.

Free Expert Consultation