✓ monday CRM Expert Certified — Highest Level Available
monday CRM — implemented by experts who also know your books
Certum Solutions is monday CRM Expert Certified, delivering full CRM implementation, sales workflow automation, team training, and ongoing managed services. We are a monday CRM partner that also connects your pipeline to QuickBooks or Xero.
Official Product Training
monday.com certified product training
Inbound Sales Certified
Sales process & pipeline design
Accounting Integration
QuickBooks & Xero certified — unique combination
Expert Level CRM Certified
Highest monday CRM certification available
✔️ Expert Level Certified
✔️ QuickBooks + Xero Integration
✔️ Official Product Training
✔️ Local Roots, National Reach
What is Monday CRM?
The flexible, AI-powered CRM built for the way your team actually sells
Monday CRM is a dedicated customer relationship management product built on Monday.com's Work OS. Unlike rigid platforms like Salesforce or marketing-first tools like HubSpot, Monday CRM adapts to your sales process; not the other way around.
It gives your sales team full pipeline visibility, automated follow-up workflows, AI-powered insights, and seamless handoff to delivery — all in one place. Over 180,000 businesses worldwide use monday.com, including Coca-Cola, Canva, and Uber.
With Certum as your implementation partner, your Monday CRM is configured correctly from day one — and connected to your accounting system so closed deals flow directly into invoices.
What Monday CRM Does
Sales Pipeline Management
Visualize every deal at every stage. Custom columns, views, and status tracking built for your exact sales process.
Contact & Account Management
Full contact history, communication logs, and account-level views — know every interaction before every call.
Sales Automation
Auto-assign leads, trigger follow-up tasks, send notifications, and move deals through stages without manual work.
Reporting & Dashboards
Real-time pipeline value, win rate, sales velocity, and forecast dashboards — built for leadership visibility.
AI-Powered Insights
AI summarizes deal history, suggests next actions, and flags at-risk deals before they fall through.
Post-Sale Handoff
When a deal closes, it automatically creates a project in Work Management — so delivery starts immediately.
Monday CRM Services From Certum
From first setup to long-term CRM management
We don't just configure monday CRM and hand you a login. Certum offers every service your team needs to get value from the platform from day one — and keep getting more from it over time.
Most Requested
Monday CRM Implementation
Full CRM setup from scratch; pipeline design, contact structure, deal stages, user roles, dashboards, & integrations. Built around your actual sales process.
Discovery & sales process mapping
Pipeline architecture and deal stages
Contact, account & lead structure
Custom dashboards
User roles, permissions & notifications
Accounting System Integration
Connect Monday CRM to QuickBooks Online or Xero so deals flow directly into invoices; no re-entry, no errors, no gaps between your pipeline and your books.
Won deals → QuickBooks/Xero invoices
Contact sync between CRM and accounting
Revenue visibility in both systems
AR status visible inside Monday CRM
Custom integration design & testing
Sales Workflow Automation
Eliminate manual follow-up, assignment, and status updates with automations that keep your pipeline moving without constant attention.
Lead assignment and routing rules
Follow-up task and reminder automation
Deal stage progression triggers
Notification and alert workflows
Post-sale handoff to delivery boards
CRM Training & Onboarding
Role-specific CRM training in your live monday CRM environment — sales reps, managers, and admins each learn what's relevant to their role.
Sales rep pipeline management training
Manager reporting & forecasting sessions
Admin configuration & maintenance
Recorded sessions for future onboarding
Process documentation delivered
CRM Managed Services
We administer your monday CRM on an ongoing retainer — keeping it current as your sales process evolves, reporting to leadership, and managing the day-to-day operations of your CRM environment.
Pipeline and deal reporting (your cadence)
Automation maintenance & updates
New workflow and pipeline creation
User onboarding & offboarding
Data hygiene & duplicate management
CRM Migration & Cleanup
Migrating from HubSpot, Salesforce, Pipedrive, or a spreadsheet? Or already on monday CRM but it's a mess? Certum handles the migration or cleanup end-to-end.
Data export & mapping from any CRM
Contact, deal & history migration
Existing monday CRM audit & cleanup
Pipeline restructure & redesign
Re-training on corrected environment