Extend Monday CRM with Custom Apps and Automations

Custom monday apps, integration recipes, and workflow automations that transform Monday into your perfect CRM.

Platform: Monday CRM (CRM)

Monday CRM is built on the monday.com Work OS platform, combining visual project management with CRM capabilities. Bookuvai builds custom monday apps, creates integration recipes, and implements custom automations using the monday SDK and GraphQL API. We extend monday's flexible board system with custom views, widgets, and AI-powered features for sales teams.

What We Build

  • Custom Apps: Monday apps with board views, item views, dashboard widgets, and workspace integrations using the monday SDK.
  • Integration Recipes: Custom integration recipes connecting monday boards with external CRMs, ERPs, and communication tools.
  • Custom Automations: Automation recipes with custom triggers and actions for deal progression, notifications, and data sync.
  • Dashboard Widgets: Custom analytics widgets for sales dashboards with real-time data visualization and KPI tracking.

Integration Capabilities

  • Email Integration: Sync Gmail, Outlook, and custom email systems with monday items for communication tracking on deals.
  • Phone Systems: Connect Twilio, RingCentral, or Aircall for call logging and click-to-dial from monday boards.
  • Document Management: Integrate Google Drive, Dropbox, or SharePoint for document attachment and contract management.
  • Accounting Tools: Connect QuickBooks, Xero, or FreshBooks for invoice generation and payment tracking on deal boards.

Typical Projects

  • Custom CRM App: Monday app with custom deal view, pipeline analytics, and automated email sequences. (40-70, $80-$140)
  • Integration Recipe: Custom integration recipe syncing monday CRM data with Salesforce or HubSpot in real-time. (30-50, $60-$100)
  • Sales Dashboard: Custom dashboard widgets with sales forecasting, win rate analysis, and team performance metrics. (20-40, $40-$80)

Frequently Asked Questions

Can you customize Monday as a full CRM?
Yes. Monday CRM is highly customizable. We extend it with custom apps, automations, and integrations to match complex sales processes with visual pipeline management.
Do you build Monday Marketplace apps?
Yes. We develop apps for the monday Marketplace following their review guidelines, using the monday SDK for board views, item views, and dashboard widgets.
How does Monday CRM compare to Salesforce?
Monday CRM is more visual and intuitive but less feature-rich than Salesforce out of the box. We bridge the gap with custom apps and integrations while maintaining monday's user-friendly experience.