Client stories
What we built in the field — and how it maps to our products
Stories from projects: the challenge, what was delivered, and which Clicks product implemented each part.
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One CRM 360 — a whole service year, running in a click
A large education org ran its service year on spreadsheets, scattered forms and manual handoffs between teams. We built one operating ecosystem on monday.com: candidate intake, placement, mentorship tracking and reporting — with process design before build and communication channels wired to the board.
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Custom developments
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From one board — catalog, business services and every channel
A regional program supporting small and mid-sized businesses needed its public site, CRM and field teams aligned. We connected a digital catalog, SLA-driven customer journeys, WhatsApp and phone flows, and rollout to local authorities — without manual copy between systems.
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Custom developments
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From lead campaign — to placement running on one board
An org recruiting instructors for national placement relied on spreadsheets, separate Meta forms and manual coordinator tracking. We stood up a CRM skeleton on monday.com: shared Miro specs, a central leads hub, candidate→instructor placement path and automations that replace repetitive steps.
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Custom developments
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One landing path — entrepreneur file, permit and support services linked
A regional cluster managing permit requests, tourism ventures and ties to business-support units needed one CRM with permission tiers and land signals for entrepreneurs. We built an end-to-end path: entrepreneur questionnaire, site dossier, tailored intakes and handoffs to the right units.
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Custom developments
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From rolling out dozens of PCs — to ongoing support that keeps the nonprofit running
A nonprofit running broad field programs arrived with scattered machines, mixed versions and no team left after "project close". We configured dozens of endpoints to one standard, centralized inventory and users on a monday board, and provided ongoing technical support through Clicks TSM — tickets, SLAs and a maintenance routine.
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