Services. | Platforms.
Make the most of monday.com with help from OBO.
- Improved Data Access & Visualization
- Greater Operational Efficiency via Automation
- Enhanced Team Collaboration and Communication
Sales & CRM
Customize your CRM solution by using ready-made templates or we can easily tailor any sales pipeline, workflow, and process you need to drive real business impact.
- Run every aspect of your business using monday.com Work OS and get a 360° view of every customer.
- Capture and connect your leads to marketing activities, track and win deals, then manage onboarding, client projects, customer support, and more.
- Monitor sales team activity, easily track the status of all deals, and effectively manage sales rep capacity.
- Take your deal flows with you to improve response times. Work anytime, anywhere with our mobile app and offline mode.
- Manage all interactions, emails, contact info, and related documents in one organized communication hub.
OBO is a special ops team for monday.com customers. There is seemingly no problem they can't solve (and we give them some doozies!). Their methodical approach is unique in a sea of service providers and is loved by all our customers who work with them. On top of that, the team is exceedingly easy to work with, demonstrating that they are not only incredibly smart, but also incredibly kind.Why choose OBO for monday.com? 
We’re a monday.com Gold Partner and monday.com’s North American 2021 Partner of the Year — not to mention an Advanced Delivery Partner, which less than 15% of monday.com partners achieve. With over 400 clients served, OBO’s methodical approach to monday.com projects has proven successful time and time again.
OBO understands that monday.com workspaces are like snowflakes: no two are exactly alike. Unique operations call for unique solutions, which is why our process involves dedicated assessments, custom integrations, and beyond. You’ll work directly with our team of certified monday.com specialists from start to finish. We kickstart the process with our assessment phase, where you’ll tell us your exact monday.com needs. From there, we get to work on custom engineering a solution roadmap.
Sales & CRM
Customize your CRM solution by using ready-made templates or we can easily tailor any sales pipeline, workflow, and process you need to drive real business impact.
- Run every aspect of your business using monday.com Work OS and get a 360° view of every customer.
- Capture and connect your leads to marketing activities, track and win deals, then manage onboarding, client projects, customer support, and more.
- Monitor sales team activity, easily track the status of all deals, and effectively manage sales rep capacity.
- Take your deal flows with you to improve response times. Work anytime, anywhere with our mobile app and offline mode.
- Manage all interactions, emails, contact info, and related documents in one organized communication hub.
Our happy monday.com clients
OBO's Monday.com Solutions Suite
Sales & CRM
Customize your CRM solution by using ready-made templates or we can easily tailor any sales pipeline, workflow, and process you need to drive real business impact.
- Run every aspect of your business using monday.com Work OS and get a 360° view of every customer.
- Capture and connect your leads to marketing activities, track and win deals, then manage onboarding, client projects, customer support, and more.
- Monitor sales team activity, easily track the status of all deals, and effectively manage sales rep capacity.
- Take your deal flows with you to improve response times. Work anytime, anywhere with our mobile app and offline mode.
- Manage all interactions, emails, contact info, and related documents in one organized communication hub.
MONDAY.COM IMPLEMENTATION
OBO will assess your monday.com needs and requirements, then develop user stories to capture the functionality that your system can support. Here, we’ll look at your technical architecture, process, and design to come up with a plan for your monday.com implementation. We use our assessment findings to drive desired outcomes for future growth.
MONDAY.COM CONSULTING SERVICES
Want to ensure that monday.com is the best fit for your organization? Our consultants can assess your tech stack, data models, processes, and strategic goals. We’ll develop a business process map that will help you select the right system, plan, and integrations for your organization’s unique needs.
Sales & CRM
Customize your CRM solution by using ready-made templates or we can easily tailor any sales pipeline, workflow, and process you need to drive real business impact.
- Run every aspect of your business using monday.com Work OS and get a 360° view of every customer.
- Capture and connect your leads to marketing activities, track and win deals, then manage onboarding, client projects, customer support, and more.
- Monitor sales team activity, easily track the status of all deals, and effectively manage sales rep capacity.
- Take your deal flows with you to improve response times. Work anytime, anywhere with our mobile app and offline mode.
- Manage all interactions, emails, contact info, and related documents in one organized communication hub.
MONDAY.COM INTEGRATIONS
Integrating monday.com with other fundamental tools and systems? Every organization has different integration needs. That’s why OBO provides custom solutions to ensure that you get the exact data you want. We’ll interview your organization to find out what they’re looking for, then conduct an in-depth analysis of your existing systems to guarantee integration success.
MONDAY.COM TRAINING & ONBOARDING
New to monday.com? Need to bring your teams up to speed on their updated instance? Look no further. OBO provides an array of customized monday.com training tools to assist with your learning experience, including live calls, video tutorials, documentation, and more.
Sales & CRM
Customize your CRM solution by using ready-made templates or we can easily tailor any sales pipeline, workflow, and process you need to drive real business impact.
- Run every aspect of your business using monday.com Work OS and get a 360° view of every customer.
- Capture and connect your leads to marketing activities, track and win deals, then manage onboarding, client projects, customer support, and more.
- Monitor sales team activity, easily track the status of all deals, and effectively manage sales rep capacity.
- Take your deal flows with you to improve response times. Work anytime, anywhere with our mobile app and offline mode.
- Manage all interactions, emails, contact info, and related documents in one organized communication hub.
Sales & CRM
Customize your CRM solution by using ready-made templates or we can easily tailor any sales pipeline, workflow, and process you need to drive real business impact.
- Run every aspect of your business using monday.com Work OS and get a 360° view of every customer.
- Capture and connect your leads to marketing activities, track and win deals, then manage onboarding, client projects, customer support, and more.
- Monitor sales team activity, easily track the status of all deals, and effectively manage sales rep capacity.
- Take your deal flows with you to improve response times. Work anytime, anywhere with our mobile app and offline mode.
- Manage all interactions, emails, contact info, and related documents in one organized communication hub.
We put the "Great" in Integrate.
Don’t see the monday.com integration you’re looking for? We’ll custom-build one for you.
monday.com processes for your industry
Sales & CRM
Customize your CRM solution by using ready-made templates or we can easily tailor any sales pipeline, workflow, and process you need to drive real business impact.
- Run every aspect of your business using monday.com Work OS and get a 360° view of every customer.
- Capture and connect your leads to marketing activities, track and win deals, then manage onboarding, client projects, customer support, and more.
- Monitor sales team activity, easily track the status of all deals, and effectively manage sales rep capacity.
- Take your deal flows with you to improve response times. Work anytime, anywhere with our mobile app and offline mode.
- Manage all interactions, emails, contact info, and related documents in one organized communication hub.
monday.com Workflow Automation
- Free your team from the repetitive manual tasks and endless email threads, so they can focus on goals and create real impact.
- Bring your data and connect your favorite tools in one place with integrations including: Google Calendar, Excel, Microsoft Teams, Slack, HubSpot and more.
- Create customized workflows to help your team manage high volumes of work, easily track work progress, grow efficiently, and save time.
- Make reporting bugs easy for non-devs so they can open tickets without the friction of typical product development tools. Frequently communicate progress updates so client-facing teams can easily keep users in the loop.
monday.com Collaboration Enhancement
- Communicate in the context of a project, collaborate effortlessly with vendors, make knowledge accessible and share the right information with the right teams.
- Build your roadmap and outline milestones in a visual timeline. Instantly align everyone on the vision and plan for working collaboratively together.
- Agile, waterfall, sprints, and more— monday.com allows you and your team to plan and track projects in seconds.
- See the status of all of your projects at a glance with clear, visual, and intuitive project dashboards.
monday.com Data Access & Visualization
- Visualize your most important data easily. Identify bottlenecks in real-time, optimize campaign spend, and showcase your team’s success.
- Enhance your security monitoring with audit logs, SSO and session management.
- Easily manage users and control who can access different features across your account.
- Stay on top of every aspect of your business and make sure everything’s on track. You can track progress, timelines and budgets at a single glance.
Featured Case Study
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Automating Workflow Processes with monday.com
Just Zap It! 3 Workflows Made Possible with Zapier
Empowering Sales Teams with ChatGPT: Harnessing AI for Solution Engineering Support
Mass Media Corporation Optimizes monday.com Project Management Process
All about HubDay: Our HubSpot monday.com App for Marketers
Engineering Software Company Achieves 100% Project Management User-Adoption
Automating Workflow Processes with monday.com
Just Zap It! 3 Workflows Made Possible with Zapier
