The problem
You know this feeling.
A lead comes in through the website, gets forwarded to someone's inbox, and nobody is quite sure who is following it up.
The quote sits in a sent folder. The pipeline lives in a spreadsheet that was accurate three weeks ago.
Nothing is broken exactly. It just leaks.
Most businesses do not lose deals because their product is wrong.
They lose them because the follow up depended on somebody remembering.
What a Monday CRM build gives you
One place for every lead, contact and deal Every enquiry lands in the same pipeline with an owner, a stage and a next action. No more hunting through three inboxes to find out where something got to.
A pipeline that matches how you actually sell We build your stages around your real sales process, not a generic template. Multiple pipelines if you need them, for different services, regions or revenue streams.
Follow up that happens without being chased Automated reminders, task assignment and email sequences, so the second and third touch actually go out.
Email and activity history against every contact Two way email sync means calls, meetings, notes and emails all sit on the one record. Anyone can pick up a client conversation without asking who spoke to them last.
Quotes and invoices in the same system Generate quotes from the deal record and track what has been sent, accepted and paid.
Reporting you can trust Dashboards showing pipeline value, conversion rate, forecast and activity by team member. Live, not last month's spreadsheet.
Sales handed over cleanly to delivery A won deal can trigger the project or job board automatically, with the client details already populated. Nothing gets re-typed.
What we do
Discovery and scoping
We map your current process, find where work stalls and design the workflow before we build anything. You get a scope and a fixed fee up front.
Data migration
Bringing across your existing project trackers, job lists and spreadsheets, structured properly rather than pasted in.
Build and configuration
Workspaces, boards, groups, columns, views, automations, forms, dashboards and permissions.
Integrations
Connecting monday.com to Xero, MYOB, Aircall, HubSpot, Gmail or Outlook, Google Workspace, Microsoft 365 and SharePoint, using native integrations, Make scenarios or a custom API build.
Plus Your team is trained on the system, with documentation to refer back to.
From there, keep us on for ongoing changes and new automations, or take it and run.
Who Monday CRM Is Best Suited For
Businesses where the work is the thing that needs controlling. Typically:
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Trades, construction and field services managing jobs and scheduling
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Hospitality and venue operations
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Marketing, creative and agency teams running campaigns and approvals
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Professional services delivering client work to deadline
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Operations, HR and finance teams drowning in recurring process
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Any team where the plan lives in one person's head
Answers to your questions
Why choose to work with Virtuallair?
We are a certified monday.com partner based in Adelaide, working with clients across Australia and New Zealand.
We are operations people first. Between us there is more than 35 years running customer service, projects, safety and operations across businesses from small independents to eighty million dollar organisations. We have managed the messy version of your process ourselves, which is why we build for the person doing the work rather than the person buying the software.
We will also tell you when the answer is simpler than a full build. If a tidy up of what you already have gets you most of the way, we will say so.
Ready to stop losing leads to your inbox?
Book a discovery call. We will look at how you sell now, tell you honestly whether monday CRM is the right tool, and give you a fixed quote for the build.