By sector
Nonprofits
CRM 360, intake and case management — close consulting support and fast to deploy.
Pain and proof
The pain
CRM 360, intake and case management — on a tight budget with a lean team.
What convinces
Close consulting partnership, ready-to-deploy systems and direct founder access.
How we help
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Fast rollout without a giant project.
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Multi-channel intake on monday.
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Ready case management and SLAs.
Products & services in the stack
Boards, automations and maintenance — the product marks that wire the ecosystem.
From the field
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Social & education nonprofit
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.
Read the story -
Nonprofit — recruitment & placement
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.
Read the story
Want to see what this looks like for you?
A short discovery call: map the pain, see a live system, and a realistic rollout plan.