How Redwood Services Scaled Smarter with Purple Plum and monday.com
Scaling a business is no small feat—especially when you’re managing a growing network of HVAC, plumbing, and electrical service companies across the country. For Redwood Services, the key to unlocking smarter operations came through a strategic partnership with Purple Plum Consulting and the implementation of monday.com.
“Before we had monday.com, we knew we needed to do something different to scale our business, but we weren’t sure how to actualize it,” says David Katz, COO of Redwood Services.
That’s where Purple Plum came in. Working hand-in-hand with Redwood’s team, our consultants designed a monday.com system tailored to their evolving needs—building workflows that supported both day-to-day operations and long-term growth.
From Growing Pains to Scalable Processes
Redwood needed a flexible system that could keep up with the speed of their expansion. Together, we helped them implement:
✅ CRM & Work Management – Managing operations and relationships across multiple business units
✅ HR Onboarding & Offboarding – Standardizing the employee lifecycle from day one
✅ Safety Reporting – Supporting compliance and risk management
✅ Acquisition Integrations – Creating repeatable processes to onboard newly acquired businesses
✅ Insurance Support with monday Service – A new workflow to handle complex insurance requests
“As a growth organization, we needed something that would help us streamline operations and create scalable flywheels,” David explains.
The Power of Partnership
Redwood didn’t just adopt monday.com—they embraced it. They now use a combination of Work Management, CRM, and monday Service, with workflows that support departments from marketing to compliance.
One standout example? Their tuck-in CRM workflow, built to support acquisitions, and their Insurance Reporting Portal, which leverages monday Service to simplify a once-complicated process.
They’ve also equipped their digital marketing team with tools that streamline partner support, giving everyone the visibility and accountability needed to perform at scale.
A Relationship That Evolves With the Platform
Our collaboration with Redwood didn’t end at implementation. We continue to support them through a monthly retainer that covers:
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Workflow implementation and project management
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Platform governance and optimization
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Team training and on-demand support
Redwood’s team, including their proactive CCO, makes the most of this support. They’ve integrated email automations and request forms to keep things organized, and regularly host Lunch & Learn sessions where we explore platform features and tackle operational challenges together.
They’re also active members of the broader monday.com community, participating in events like Elevate to stay ahead of the curve.
Most recently, Redwood re-engaged us to revisit and optimize one of their core CRM workflows—proof that they’re not just using monday.com to get by, but to get better.
Thinking About monday.com? Think Long-Term.
Redwood’s success is a testament to what’s possible when you combine the right platform with the right partner.
“We’ve seen better processes, more accountability, and the ability to scale faster,” David says.
If you’re thinking about investing in monday.com or wondering how to get more out of your current setup, we’d love to help.
Let’s build something that scales.
