mondayCRM

Tailored to your sales process. Built to move fast. With Purple Plum’s expertise, mondayCRM simplifies workflows, cuts inefficiencies, and helps your team close more deals—together.

All the places you can go with

for Customer Retention Management!

Lead and Deal Management

Visualize Sales Pipeline
Automatically Assign Leads
Track Conversion Rates
Manage Deal Stages
Set Sales Priorities
Automate Follow-Ups
Record Lead Source Data

Customer Relationship Management

Centralize Customer Data
Log Communication History
Manage Customer Onboarding
Track Customer Feedback
Monitor Account Renewals
Manage VIP Customer Lists
Organize Client Events

Sales Performance and Analytics

Create Custom Sales Dashboards
Track Sales Revenue Goals
Monitor Team Performance
Set Quarterly Sales KPIs
Forecast Sales Trends
Analyze Win/Loss Data
Generate Automated Sales Reports

Team Collaboration and Automation

Streamline Task Assignments
Automate Status Updates
Set Reminders for Deadlines
Collaborate on Shared Client Boards
Use Shared Notes for Client Meetings
Integrate Communication Tools
Align Sales & Marketing Workflows

Sales & Performance

Events Management

Plan and Track Event Timelines
Manage Guest Lists and RSVPs
Coordinate Venue and Vendor Bookings
Assign Tasks to Event Teams
Track Event Expenses
Manage Yearly Budget
Automate Invites & Reminders
Analyze Event Performance & Feedback

Marketing

How monday.com supports CRM operations

Improve your sales process with smart workflows, powerful features, and tools that turn CRM challenges into growth opportunities.

Keep Your Pipeline Moving

From lead capture to closing deals, monday CRM workflows are built for speed, clarity, and control. Automate follow-ups, track contacts visually, and eliminate missed opportunities with fully customizable sales processes—no coding or certifications required.

Eliminate Busywork

monday CRM combines automations and AI to take admin work off your plate. From updating fields and logging activities to drafting emails and surfacing deal insights, smart features help your team stay focused on selling. Shared boards and real-time updates keep everyone aligned—no chasing status updates or digging for details.

Bring Data to Life

Forget clunky reports. With interactive dashboards and tailored views, you get instant insights into what matters—whether it’s forecasts, team performance, or deal progress. See the big picture or drill into the details—all without leaving your CRM.

How monday.com tackles everyday challenges in Customer Retention Management

“Purple Plum was extremely helpful to say the least! There were many things that I thought to be impossible with monday.com, but Purple Plum had it done in almost no time!”

Carson Bonnett, Co-Founder

Clear Cut Solutions

monday CRM keeps everything in one place—from sales data to customer communications—ensuring a 360° view of every relationship.

monday CRM automates it all, so your team can focus on closing deals instead of tedious admin work.

monday CRM is fully customizable, adapting to your sales process, not the other way around.

Ready to choose Purple Plum as your monday.com partner?

Customer Retention Management content you might find interesting

Featured, Real Estate Operations

2 min

What Does It Mean to Work with a monday.com Platinum Partner?

Working with a monday.com Platinum Partner ensures you’re not simply configuring software — you’re building operational infrastructure that supports growth, accountability, and performance.

Real Estate Operations

3 min

Recap of Tuesdays with monday Webinar Series in 2025

Learn how to get the most from monday.com. Blog posts from Purple Plum’s consulting experts.

Real Estate Operations

2 min

Elevate 2025 NYC Recap: AI, Automation, and the Future of Work with monday.com

Hear Gidon’s highlights, excitement about new releases and how the energy at Elevate 2025 NYC by monday.com was.

Case Studies & Success Stories, Real Estate Operations

2 min

How Real Estate Teams Use monday.com to Close More Deals

Join mondayCRM as they highlight how our real estate solution for mondayCRM answers Real Estate needs.

Case Studies & Success Stories, Real Estate Operations

2 min

Why Riley Smith Group Moved from Industry-Specific Platforms to monday.com

The Riley Smith Group tells you how they grow with Purple Plum Consulting and monday.com.

Case Studies & Success Stories, Featured

2 min

How Redwood Services Scaled Smarter with Purple Plum and monday.com

See how Redwood Services scaled faster with monday.com and Purple Plum.

Ready to dive in or curious to learn more?

Let us help you get the most out of monday.com.

Start a free 2-week trial now to explore monday.com for yourself, or get in touch to discuss how we can support your goals.

Accounting

Full-Time

Part-Time

Remote

Full job description

Introduction

Do any of the following apply to you? This position may be exactly what you are looking for in order to grow your career and work with monday.com, one of the world’s fastest-growing SaaS platforms.

You excel in identifying new sales opportunities, and then executing on a strategy to convert them into satisfied customers
You are a hunter! You are energized by the challenge of finding prospects for whatever you are selling
You understand people and have a knack for intuiting the needs of others
You know how to sell value and can quickly understand the needs and pain points of prospective customers
You appreciate the interwoven nature of business process and technology
You have a passion for emerging technology and how it can be used across industries and business practices
You are interested in working for a rapidly growing monday.com channel partner

Background & Position Summary

The Account Executive will focus on building out a robust sales funnel for the sale of monday.com subscriptions and professional services and managing each prospect from lead to closure. This position will allow for significant autonomy and creativity in defining, and then executing a sales strategy, as well as the ability to drive go-to-market offerings and pricing and will be more heavily weighted towards “hunting” (identifying new leads) vs “farming” (cultivating existing leads).

How will you be Supported in this Role

You will benefit from the direct support of our president who will work with you collaboratively to ensure that you are on the right path for success
You will have access to top notch training and certifications
You will benefit from existing marketing and lead generation efforts

Responsibilities

Drive identification of new lead sources
Leverage company database platforms to identify prospects
Identify opportunities across social media, personal networks, and beyond
Foster strong relationships with prospects by understanding their solution requirements and existing pain points
Develop collateral to support the sales process
Prepare monday.com demonstrations that enable customer processes and address pain points
Partner closely with the marketing team to develop impactful messaging
Establish innovative partnerships to expand subscription and professional services sales reach
Create an active presence on social media

Requirements

3+ years sales experience
Proven B2B sales experience; SaaS sales experience a strong plus
Driven to enhance business processes and find value
Superb verbal communication skills
Superior writing and editing skills
Ability to create compelling sales presentations
Experience configuring and demonstrating software as part of the sales process
Very strong organization skills and attention to detail
Passion for technology
monday.com experience a strong plus
Developed EQ – able to quickly relate to customers and their challenges

General

Position is remote and can be performed from any city in the US; Atlanta-based would be ideal but not required
Approximately 30-40 hours per week
Pay basis will consist of base plus commission
Competitive compensation, flexible schedule, generous vacation
Open to both part-time and full-time candidates

Solution Consultant

Full-Time

Part-Time

Remote

Full job description

Introduction

Do any of the following apply to you? This position may be exactly what you are looking for in order to grow your career and work with monday.com, one of the world’s fastest-growing SaaS platforms.

You have a passion for technology!
You love the challenge of solving unique problems across multiple industries
You understand people and have a knack for intuiting the needs of others
You enjoy finding creative technical solutions to solve client problems
You have experience managing multiple client projects concurrently
You understand the interwoven nature of business process and technology
You have a passion for emerging technology and how it can be used across industries and business practices
You are interested in working for a growing boutique technology consulting company

Background & Position Summary

Purple Plum Consulting is a gold partner of monday.com – a flexible platform that improves team efficiency and productivity – that is experiencing tremendous growth. We are exclusively focused on selling monday.com software licenses as well as monday.com professional services, including onboarding, training, and implementation. The Solution Consultant role is key to delivering high-quality, customer-centric professional services that ensure that our customers are able to fully harness their investment in the monday.com platform. You will work directly with customers from kick-off meeting through to implementation, ensuring that their requirements are effectively implemented within monday.com – either directly or leveraging integration and development solutions. You will collaborate closely with peers to ensure your knowledge and skills are expanded and will also have the opportunity to coach and mentor others. You will enable customers grow their businesses, and deliver value, through the use of monday.com and well designed processes.

How will you be Supported in this Role

You will benefit from the direct support of our president who will work with you collaboratively to ensure that you are on the right path for success
You will have access to top notch training and certifications
You will benefit from support from peers internally and across the monday.com partner ecosystem

Responsibilities

Ability to quickly understand client business operations, key goals, and current pain points, and how they can be addressed by monday.com
Preparation for, and facilitation of, customer consulting and training sessions
Creation of process and requirements documentation, and general communications, associated with customer consulting and training sessions
Configuration of the monday.com platform including setup of boards, automations, integrations, dashboards and other features
Research and prototyping associated with customer required features and workflows
Testing and validation of monday.com configuration and development
Coordination with Purple Plum Consulting technical partners
Post-implementation support

Requirements

1+ years’ experience working with monday.com – in either an implementation, training or end-user capacity
2+ years’ experience with SaaS products e.g. Asana, Smartsheets, Basecamp and Salesforce.com
1+ years’ experience working with integration tools such as Zapier and Integromat/Make.com
Experience in a customer facing consulting or implementation role
Familiarity with general software development practices
Ability to multi-task, working with several customers in parallel
Superb verbal and written communication skills
Experience across multiple industries
Passion for technology and driven to enhance business processes
Strong Excel proficiency
Developed EQ – able to quickly relate to customers and their challenges

General

Position is remote and can be performed from any city in the US; Atlanta-based would be ideal but not required
Approximately 30-40 hours per week
Competitive compensation, flexible schedule, generous vacation
Open to both part-time and full-time candidates