Monday.com setup & business automation
Virtuallair is a certified monday.com partner based in Adelaide.
We design and build monday.com workspaces, then connect and automate them with Make.com and Zapier, so your business runs with far less manual effort.
We work with clients across Australia and New Zealand.
What we build & automate
Monday.com workspace and board design
From CRM to project and operations management - CRM setup, client onboarding pipelines and recurring workflows
Migration and clean up of deprecated or broken automations
Process mapping and standard operating procedures, so your systems are documented, not just built
Workflow automation with Make.com & Zapier
Integrations between monday.com and your other tools (Xero, Proposify, SharePoint, HubSpot, Deputy and more)
Ongoing automation support, monitoring, and optimisation
Regular health checks, error monitoring, and refinements, so your workflows keep running smoothly as your business grows
Which monday.com do you actually need?
Monday.com is not one product. Monday CRM and Monday Work Management look similar on the surface and work quite differently underneath.
Picking the wrong one is the most common and most expensive mistake we see, because it usually surfaces six months in when you are already committed.
Monday CRM Fits When:
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You are tracking people and deals over time, not just tasks
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Enquiries arrive from several places and follow up depends on someone remembering
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You want to see conversion, deal value, and where enquiries stall
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Sales history needs to live with the contact, not in an inbox
Monday Work Fits When:
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The work is already won and the problem is delivering it
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You are tracking jobs, projects, approvals or recurring operations
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Several people need visibility of who is doing what, by when
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You need documented process more than you need a pipeline
Plenty of businesses end up running both, with the handover from a won deal into a delivery board automated so nothing gets re-entered. Which one you start with depends on where the money is currently leaking.
Who We Work With
Businesses with a real sales process and a growing pipeline. Typically:
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Trades and service businesses quoting jobs
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Professional services and consultancies
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Coaches and course creators with an enquiry to enrolment journey
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Wholesale and product businesses managing accounts
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Anyone currently running sales out of a spreadsheet and an inbox
Why Virtuallair?
We are a certified monday.com partner based in Adelaide, working with clients across Australia and New Zealand.
We come from operations, not software sales. Between us there is more than 35 years of running customer service, sales, projects and operations in businesses from small independents through to eighty million dollar organisations.
That means we build systems around how people actually work, because we have been the ones doing the work.
We will also tell you when monday CRM is not the right fit. If Work Management or a simpler setup serves you better, that is what we will say.
How It Works
01
Discovery call
We map how your business actually runs today.
02
Design
We plan the system and the automations around your real workflow.
03
Build
We build, test, and document everything.
04
Handover
We train your team, or stay on as your ongoing operations partner.
Answers to your questions
