Monday.com is a flexible work operating system that combines project management, CRM, and team collaboration into a highly customisable platform for businesses of all sizes.
Project management and CRM features in one unified platform.
Highly customisable workflows for sales, marketing, and operations.
Automation and integrations with hundreds of business tools.
Monday.com is a versatile solution for businesses looking for a blend of project management, CRM, and workflow automation in a single platform.
Monday.com allows teams to build their own workflows, whether for task tracking, sales pipeline management, or marketing campaigns.
While it competes with Asana and ClickUp in project management, Monday.com also functions as a lightweight CRM, making it an all-in-one business platform.
Due to its highly customisable nature, some users may find Monday.com requires setup time to match their workflow needs.
Best for:
ClickUp is an all-in-one productivity and project management tool that helps teams collaborate, automate workflows, and manage tasks efficiently.
Asana is a structured project management tool designed for teams that need clear workflows, task dependencies, and detailed progress tracking.
Notion is a flexible all-in-one workspace for organising tasks, projects, and documents, making it ideal for teams that need both project management and knowledge sharing.
Most teams grind for growth, but the best ones systemise it. In this step, you’ll see why a structured approach always beats random tactics. You’ll follow Random Rick, Specialist Steve, and Solid Sarah to understand how a system-driven growth approach can double revenue without doubling workload.
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I’ve helped B2B service companies scale — not with random tactics, but with clear systems that align marketing and sales into one predictable growth engine. Built on 15 years of hands-on experience — helping teams move from random tactics to repeatable, scalable results.
15 years experience
1,500 marketers trained since 2015
Exited 6 companies
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Sales CRM tools help B2B service businesses manage relationships, track deals, and streamline sales pipelines to improve conversion rates and revenue growth.
See tool categoryMeeting scheduler tools automate the process of setting appointments, eliminating back-and-forth emails and streamlining calendar management for sales and client meetings.
See tool categoryStreamline the proposal and contract process with automation and e-signature solutions.
See tool category
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Monday.com is a flexible work operating system that combines project management, CRM, and team collaboration into a highly customisable platform for businesses of all sizes.
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