Tell the advisor your industry and what you are trying to fix. It will match you to the right solution from our 2026 catalog.
Phase-gated commercial build program with budget, submittals, RFIs, and change orders wired into one board family.
Lot-based residential pipeline for builders running dozens of units concurrently with templated closeout.
Shop-floor-aware build tracker connecting sales orders, BOMs, and production sequencing to delivery milestones.
Lightweight ERP overlay on monday.com covering inventory, purchasing, production, and fulfillment without leaving the platform.
General-purpose portfolio and project management for services firms, agencies, and internal PMOs.
Trades-first operating system: quoting, job scheduling, crew dispatch, and job costing for specialty contractors.
Omnichannel ticketing with SLA enforcement, escalation pathing, and knowledge-base linkage.
Hybrid sales-and-build operating system for pool contractors: design quoting, permits, dig schedule, and punch.
Lighter commercial variant for GCs running a small number of high-value jobs with heavier docs and compliance.
Engineering-grade PPM for design teams, civil firms, and MEP shops with utilization, WIP, and deliverable tracking.
Full employee lifecycle board: onboarding, PTO, reviews, comp, and offboarding with policy handoffs.
Role-based pipeline from req intake through offer, with hiring manager collaboration and scorecards.
Fixed asset registry with maintenance, depreciation, and check-out flow for equipment-heavy operations.
Estimate-to-budget conversion pattern with assemblies, markups, and live variance reporting back to the job.
Agency operating model across retainers, campaigns, creative production, and client reporting cycles.
Productionized connectors across Apollo, NetSuite, QuickBooks, OpenPhone, Qarma, DocuSign, Make.com, and N8N.
Unit, tenant, and maintenance ticket OS for small-to-mid property operators with turn workflows and inspections.
Donor, grant, and program management with outcome tracking and board reporting built for mission-led teams.
First-notice-of-loss through settlement, with adjuster routing, SLA alarms, and document trails.
Structured enablement program: role-based training paths, certification tracking, and office hours cadence.
Repeatable playbook for moving off Smartsheet, Asana, ClickUp, Airtable, and Salesforce into monday.com.
Productionized monday.com AI agents for triage, drafting, classification, and report summarization.
Template-driven proposal generation tied back to monday.com scope, pricing, and kickoff boards.
Specialty-practice ops with intake, referrals, protocol tracking, and patient-facing workflows.
Fleet, driver, and dispatch board for logistics operators with maintenance and fuel reporting overlays.
Design-to-install pipeline for signage and architectural shops with fabrication and site-install tracking.
Our opinionated, sales-first CRM build: leads, accounts, deals, activities, and forecasting in one cohesive shape.
Listings, buyer pipelines, and transaction coordination purpose-built for residential brokerages.
Post-sale account growth and renewal engine with whitespace tracking, executive sponsor map, and QBR cadence.
Deal-centric commercial real estate CRM with tenant reps, comps, and lease lifecycle tracking.
Advisor and broker workflows with household structures, compliance flags, and service ticketing.
Buyer and grower CRM tied to herd, crop, and seasonal cycles with market-price triggers.
Multi-channel customer record with loyalty, LTV, and returns workflow integrated to commerce platforms.
Residential and commercial solar deal flow: proposal, permitting, install scheduling, and PTO tracking.
Advisor-facing CRM with household trees, review cadences, compliance checklists, and custodian integrations.
Vendor and procurement marketplace with AI brief generation, structured responses, and milestone-based payments. Shipped as a FastAPI + Next.js platform with monday.com as the operational spine.
Clay-powered outbound SDR engine targeting construction, manufacturing, and services verticals. Delivered as both a done-for-you service and a white-label infrastructure offering for partners.
End-to-end editorial pipeline covering ideation, drafting, approval, scheduling, and distribution across social, blog, and email channels on top of monday.com.
Managed cyber-security uplift and compliance posture offering, built from our own internal uplift program and now resold as a retainer to clients across all three regions.
Productized monday.com marketing AI agent: drafts campaign plans, brands and rewrites content, and sequences outbound moves aligned to each client ICP.
RAG-powered chatbot trained on a client’s monday.com boards, Confluence, and Google Drive for self-serve answers to internal support queries.
Meeting-to-monday pipeline: Fireflies transcript triggers AI summary, action-item extraction, monday.com item creation, and Slack digests.
Fruition’s internal resourcing and home dashboards, now offered as a client-facing PMO telemetry layer on top of any monday.com implementation.
Pre-built demo monday.com CRM environment that lets prospects evaluate the full Dream CRM without a dedicated implementation kickoff.
Signed proposal in, project board and work order out. Replaces DocuSign handoff and eliminates duplicate sales-to-delivery kickoff calls across all three regions.
The catalog is organized by product category, but clients hire us by industry. This is the real map of where our implementations are concentrated over the last twelve months.
Every build below has been delivered and is in active support across our three regional books of business.
Note: the US, APAC, and UK client rosters shown here are curated from Fireflies meeting transcripts, Gmail threads, Google Drive artifacts, and monday.com CRM + Client Projects + Work Order workspace activity between 2024 and 2026. The APAC additions were sourced from the Fruition CRM (APAC) board, the UK additions from the Fruition CRM (UK) board, and both were corroborated against the Client Projects board and the Internal Systems R&D platform. Additional smaller engagements, support retainers, Hootsuite HSE line items, and partner-referred opportunities across all three regions are tracked separately in our internal CRM and total an additional 150+ accounts.
Every solution above runs on the same five-phase delivery method. We treat monday.com as a product platform, not a template library, so each phase is about fit and adoption as much as configuration.
Stakeholder interviews, current-state map, and solution fit from our catalog.
Board architecture, column taxonomy, automations, and integration shape locked in writing.
Configure boards, dashboards, forms, docs, and connectors against the signed design.
Role-based training, runbooks, and admin certification so the system sticks after go-live.
30-to-90 day adoption monitoring, tuning, and a clean hand-off to support or managed services.
If a client need does not match a template above, it usually becomes next quarter's solution. Ask about the ones we are pressure-testing right now.
Talk to Zach →I will ask you six quick questions and match you to the right monday.com solutions.