✓ Certified monday.com Bronze Partner — Nationwide
monday.com— implemented, integrated, & managed by accountants who understand your business
Certum Solutions is a certified monday.com Bronze Partner offering CRM implementation, Work Management setup, workflow automation, team training, and ongoing managed services. One of few monday.com partners that also connect your platform to QuickBooks or Xero.
Inbound
Sales Certified
Advanced
Workflow Certified
Monday CRM
Expert Certified
Integration
QuickBooks + Xero
✔️ Certified Monday.com Partner
✔️ Nationwide Service
✔️ Accounting Integrations
✔️ Managed Services Available
Monday.com Products
Two powerful products. One certified partner for both.
monday.com offers dedicated products for CRM and Work Management. Certum is certified in both, with Expert-level CRM credentials and Advanced Workflow certification for Work Management
monday CRM Implementation & Support
A flexible, AI-powered CRM built for growing sales teams. Certum configures your sales pipeline, contact management, deal tracking, and post-sale workflows — then connects it to your accounting system so revenue flows cleanly into your books.
Basic Level Certified
Expert Certified
Official Product Training
Inbound Sales Certified
Explore monday CRM services →
monday Work Management
monday Work Management Setup & Managed Services
The AI-powered work OS for project portfolios, team workflows, and operational visibility. Certum implements your boards, builds your automations, and offers ongoing managed services; so your projects run themselves while you focus on your business.
Advanced Workflow Certified
Work Management Certified
Managed Services Available
Explore work management services →
monday.com Integrations
Integrate with the tools you already use.
Certum connects monday.com with systems, like QuickBooks and Xero, you’re already using so your team can stay aligned and continue to collaborate, manage and track work in one easy-to-use platform, wherever you are.
What Certum Does With Monday.com
Every service you need — from first setup to long-term management
We don't just implement monday.com and disappear. Certum offers the full lifecycle of monday.com services, including the ongoing managed services most implementation partners don't offer.
Implementation & Setup
Board architecture, workspace design, and configuration built around your actual workflows; not the default template.
Workspace and board structure design
Item types, columns, and views configured
User roles and permissions setup
Dashboard and reporting configuration
Workflow Automation
Advanced automations that eliminate manual handoffs, trigger notifications, and keep your pipeline and projects moving without human intervention.
Native monday.com automation rules
Cross-board automation workflows
Integration automations (Zapier, Make)
Approval and escalation workflows
Accounting System Integration
The capability that sets Certum apart; connecting monday.com to your accounting platform so your CRM data, project financials, & books stay in sync.
monday CRM → QBO sync
monday CRM → Xero integration
Invoice & payment status visibility
Project financials in your accounting system
Training & Onboarding
Role-specific training in your live monday.com environment — not generic tutorials. Your team learns how to use the system they'll actually work in every day.
Admin and manager training
End-user onboarding sessions
Recorded sessions for future hires
Process documentation delivered
Managed Services
We run your monday.com environment on an ongoing basis; just like we run your books. Boards maintained, portfolios tracked, stakeholders reported to, automations kept current.
Monthly stakeholder reports
New project board setup
Portfolio tracking & status updates
Automation maintenance & optimization
Archive management & workspace hygiene
Migration & Rescue
Already on monday.com but your workspace is a mess? Migrating from another tool? Certum audits, cleans, and restructures your environment; or handles the migration.
monday.com workspace audit
Data migration from other platforms
Board restructure and cleanup
Workflow redesign post-migration
A monday.com partner that also manages your books
Most monday.com implementation partners are technology consultants. They set up your boards correctly but have no idea what happens in your accounting system. Certum is different — we're a certified QuickBooks Solution Provider, Xero Bronze Partner, and monday.com Bronze Partner all in one team.
✓ monday.com Bronze Partner ✓ QuickBooks Solution Provider ✓ Xero Bronze Partner ✓ 15+ Years Accounting & Systems
CRM deals → accounting invoices
When a deal closes in monday CRM, it flows into QuickBooks or Xero automatically. No re-entry, no errors.
Project financials in one place
Project costs tracked in monday Work Management, synced to your accounting system for accurate job costing and P&L.
One team. One source of truth.
Rather than a monday.com partner and a separate bookkeeper, Certum manages both sides; eliminating the gaps where data gets lost.
Managed services for both
We can run your monthly bookkeeping AND your monday.com environment; portfolio reports, stakeholder updates, and clean books, all from one firm.
Frequently Asked Questions
Common questions about monday.com and working with Certum
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Certum offers monday CRM implementation, monday Work Management setup, workflow automation, team training, ongoing managed services, and integrations with QuickBooks and Xero. As a certified Bronze Partner with Expert-level CRM certification and Advanced Workflow certification, we handle the full lifecycle — from initial discovery and implementation through long-term management and optimization.
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Yes, and this is one of the most distinctive capabilities Certum offers. As both a certified monday.com partner and a certified QuickBooks Solution Provider and Xero Bronze Partner, we connect your monday CRM and Work Management data to your accounting system. Closed deals flow into invoices, project costs sync to your books, and your financial reporting reflects what's actually happening in your operations. No other monday.com partner in the region offers this combination.
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Certum's monday.com managed services mean we administer your monday.com environment on an ongoing status; similar to how we handle monthly bookkeeping. This includes setting up and tracking project portfolios, sending stakeholder reports on your preferred cadence (weekly, monthly, quarterly), building and maintaining automations, creating new project boards when needed, archiving completed work, and keeping your workspace clean and current. Think of it as a dedicated monday.com operations manager without the overhead of a full-time hire.
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monday CRM is a dedicated product for managing your sales pipeline, contacts, deals, and post-sale processes. It's built specifically for sales and customer relationship workflows. monday Work Management is the broader platform for managing projects, portfolios, team workflows, and operational processes across your entire organization. Many businesses use both; CRM for sales, Work Management for delivery and operations. Certum is certified in both and can help you decide which product or combination is right for your business.
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A straightforward monday CRM or Work Management implementation for a small to mid-sized team typically takes 2 to 6 weeks. More complex implementations — multiple departments, advanced automations, integrations with accounting systems, or migrations from other platforms — typically take 4 to 10 weeks. We provide a detailed project timeline in the proposal phase so you know exactly what to expect before committing.
More From Certum Solutions
monday.com is one piece. Here's how it connects to the rest.
monday CRM Services
Full CRM implementation & support
Work Management Services
Projects, portfolios & managed services
Ready to put monday.com to work for your business?
Certified monday.com Bronze Partner. Expert CRM and Advanced Workflow certified. The only partner that also connects your monday.com to QuickBooks or Xero. Start with a free consultation.