
Luminix
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About Luminix
Expertise & focus areas
Why work with us
Services
Integrations
Connect monday.com with your existing tools and third-party applications.
Setup & Configuration
Full setup of monday.com, tailored by experts to your unique business needs.
Data Migration
Seamlessly migrate your existing data from other platforms to monday.com.
Data Services
Solutions for data organization, analytics, and reporting that enable better decisions.
Workflow Optimization
Optimize and streamline your existing workflows for maximum efficiency.
App solutions
Build custom applications and integrations to extend monday.com functionality.
Automations
Automated workflows that reduce manual work and increase efficiency.
Strategy & Planning
Strategic consulting and planning to optimize your processes.
AI Enhancement
Leverage AI to enhance your workflows and automate complex processes.
Training & Enablement
Comprehensive programs and guidance to ensure your team adopts monday.com effectively.
Company Details
Company details have not been researched for this partner yet.
Partner metadata
Listing updated: October 7, 2026{
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"description": "Hi, I’m Elad Barkay, the founder & CEO of LUMINIX.\nCertified monday.com partner based in Israel. A PMP-certified project management leader with 20+ years of PMO experience, Elad helps organizations turn monday.com into their operating system for projects, sales, and service.\n\nWhat we deliver:\n• End-to-end monday.com implementations: Work Management, CRM, Service and Dev\n• PMO & portfolio governance: dashboards, resource management, executive reporting\n• AI Agents & AI Workflows that automate repetitive operational work\n• ERP and system integrations: Priority, SAP, WhatsApp, Aircall, APIs and Make\n• Migrations from MS Project, Project Online, Airtable and spreadsheets\n• Managed services retainers for ongoing optimization and adoption\n\nWhy Luminix: a boutique, senior-led team. You work directly with our monday.com development expert, not a junior consultant. We use fixed-scope pricing with no surprises, and our focus is measurable adoption and ROI.\n\nIndustries: Construction & Real Estate, Professional Services, Legal, Manufacturing, and Non-profits.\nLanguages: Hebrew, English.",
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"description": "<p>An international manufacturer with operations in Ireland and the UK, was running a growing project portfolio in spreadsheets while its commercial data lived in SAP - two disconnected worlds that meant duplicate data entry, manual updates and limited visibility across the business.</p><p>Luminix designed and delivered a connected <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a> environment built around the way project teams actually work: portfolio-level visibility for managers, dedicated workspaces for each project manager, project stages that mirror the real delivery process from approval through installation, and automations and time tracking that keep plans accurate and support profitability analysis - without manual effort.</p><p>At the heart of the solution is a seamless two-way integration between SAP and monday.com. Projects arrive in <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a> with accurate commercial data from day one, project managers see only the work that is relevant to them, and nothing is entered twice.</p><p>Every Luminix engagement starts with process definition and data governance before any technical configuration - that is what turns an integration into a real change in how the organization works. From initial setup through to fine-tuning, we took the time to understand what the team was trying to achieve and tailored everything to their requirements. The result: a real difference in how client manages and tracks its projects, and a five-star Google review from the client.</p>",
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"quote": "We came to Luminix based on several recommendations after not connecting with other implementers and feeling lost about how to implement the Monday system. From the very first conversation, we understood that he is a pleasant, patient person, and above all, a top-notch professional who knows the product perfectly. Elad knew how to customize the exact system for us, was available throughout the entire process, and even after the system implementation, he independently suggested improvement points and created a system that greatly eases our daily operations and those of our employees. We are very grateful to him and fully recommend him with confidence.",
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"description": "<p>La'Aretz Foundation, a nonprofit of about 20 team members, was struggling to manage a large and growing donor and donation database. Donor information was scattered, payment data lived in separate platforms, and the team lacked a structured way to track fundraising, grants, and surveys.</p><p>We migrated the foundation's entire donor and donation database into <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a> with a seamless, zero-disruption transition, and implemented monday CRM as the organization's main platform for managing donor relations and tracking fundraising efforts. We then integrated their donation platforms, Stripe and GiveButter, directly into monday.com, streamlining payment processes and giving the team full visibility over every transaction.</p><p>To make the system truly theirs, we met with team members individually, listened to their concerns, and customized the workflows to fit the organization's unique way of working, including a structured approach to managing grants and surveys.</p><p>Today, La'Aretz runs donor relations, donations, grants, and surveys from a single source of truth, and the team is working more efficiently than ever.</p>",
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"quote": "Working with Elad Barkay has been an absolute game-changer for La'Aretz. Elad successfully migrated our entire donor and donation database into monday.com, updated our main product to monday CRM, and integrated our donation platforms, Stripe and GiveButter, directly into monday.com - streamlining our payment processes and giving us full visibility over all transactions. He met with our team members individually, listened to their concerns, and made sure the system was customized to fit our unique workflow. His service went above and beyond - it felt like he truly became part of our team. Thanks to Elad's implementation, we now have a more structured approach to managing grants and surveys, and our team is working more efficiently than ever.",
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"name": "Event Management with Automated Email & WhatsApp Campaigns for a Philanthropic Foundation",
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"description": "<h2>The Challenge</h2><p>A philanthropic foundation runs flagship events with 200+ guests each, alongside outreach to a marketing database of thousands of contacts. Guest lists lived in scattered Excel files full of duplicates, invitations went out manually from a mailbox and a legacy mailing tool, RSVPs were tracked by hand, and WhatsApp messages were sent one by one. Every event consumed days of manual work, and the team had no single picture of who was invited, who confirmed, and who still needed a reminder.</p><h2>The Solution</h2><p>Luminix built an end-to-end event & campaign engine on <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a> work management and CRM, integrated with <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://Make.com\">Make.com</a> and a WhatsApp business gateway:</p><ul><li><p>One clean CRM for thousands of contacts, de-duplicated and segmented by audience and language</p></li><li><p>Bulk assignment - pick any contact group and attach it to an event in one action</p></li><li><p>Personalized invitations per event via email, WhatsApp or both - each with its own message and branded graphics</p></li><li><p>Smart RSVP form that pre-fills known guests, registers new contacts automatically and captures attendee counts</p></li><li><p>Automatic follow-ups sent only to guests who have not responded</p></li><li><p>Built-in test mode, exclusion lists and throttled WhatsApp sending to protect deliverability</p></li><li><p>One-click, legally compliant opt-in campaign to thousands of contacts, updating consent status directly in the CRM</p></li><li><p>Website signup forms connected through Make.com, feeding new subscribers straight into the database</p></li></ul><h2>The Results</h2><ul><li><p>Days of manual invitation work per event reduced to minutes</p></li><li><p>Full invitation-to-RSVP cycle - invite, register, remind, count - runs automatically</p></li><li><p>Real-time visibility per event: sent, responded, attending and headcount</p></li><li><p>Thousands of contacts consolidated from Excel files and legacy mailing tools into one CRM</p></li><li><p>The team now launches complete email + WhatsApp campaigns with zero technical help</p></li></ul><p>Today, the foundation's next event is one click away - and every guest interaction is tracked from first invite to final headcount.</p>",
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"partnerId": "022b83c5-e2f2-43fa-89b0-96dc7ad0aac6",
"name": "Digital HQ for a Nonprofit Accelerator: 1,500-Mentor Pool, Smart Matching & WhatsApp Automation",
"impact": "80 monthly mentor placements cut from days of manual work to one click",
"clientName": "8200 Small Business",
"clientLogoUrl": "assets/partners/022b83c5-e2f2-43fa-89b0-96dc7ad0aac6/usecases/49bffc40-df66-4dc7-aab3-08d83cd76b6f/media/media_1787517673314.png",
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"description": "<h2>The Challenge</h2><p>A nonprofit accelerator runs intensive cohorts for dozens of small businesses, powered by a volunteer pool of 1,500+ mentors. The program lived in spreadsheets: cohort tracking in a manually updated Excel, mentor records full of duplicates, weekly progress calculated by hand across 50+ business boards, and every mentor message sent one by one from a personal WhatsApp. Matching about 80 mentors a month to the right businesses took days of juggling - and program managers had no real-time picture of any of it.</p><h2>The Solution</h2><p>Luminix turned <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a> work management and CRM into the accelerator's operating system:</p><ul><li><p>Cohort command board replacing the master Excel - a view per program stage, weekly notes as subitems, auto-populated when a business is accepted</p></li><li><p>A template-generated board for every business in the program (50+ boards) - each team works in its own space while management sees everything</p></li><li><p>A clean CRM for the 1,500+ mentor pool, with automated de-duplication and standardized records</p></li><li><p>Official WhatsApp Business API (Meta-approved) with pre-approved templates: availability surveys, task reminders and approvals sent in bulk to up to 500 mentors, replies written back to the boards, built-in opt-out and throttling</p></li><li><p>Smart matching engine that scores the entire mentor pool across all businesses at once - one-click placement, manual approval at every step, and an AI agent for the edge cases</p></li><li><p>Executive dashboards: cohort progress, cross-board task status, mentor distribution by expertise, and an AI agent scanning meeting notes for red flags</p></li><li><p>Automated meeting scheduling with calendar invites, plus a central board where the team edits every message template - no developer needed</p></li></ul><h2>The Results</h2><ul><li><p>About 80 mentor placements a month - from days of manual matching to a single click</p></li><li><p>Bulk, trackable mentor communication through an official WhatsApp channel instead of a personal phone</p></li><li><p>The master Excel is gone - cohort status, tasks and approvals update themselves</p></li><li><p>Real-time program visibility across 50+ business boards, with no manual calculations</p></li><li><p>A small team now runs a growing, multi-cohort program without adding headcount</p></li></ul><p>One volunteer network, dozens of businesses, one platform - and a program team that finally works on the program, not on spreadsheets.</p>",
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"MONDAY_SALES_CRM"
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"createdAt": "2026-08-23T20:37:33.325Z",
"updatedAt": "2026-08-23T20:41:22.292Z",
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],
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{
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{
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"name": "AI Enhancement",
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"useCaseId": "49bffc40-df66-4dc7-aab3-08d83cd76b6f",
"quote": "The team that developed the MONDAY CRM for us is simply excellent at the highest level, understands the issue, and builds what is required in an optimal way. And the products are exactly what we dreamed of. Well done",
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"createdAt": "2026-08-23T20:41:14.662Z",
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{
"id": "55266cba-136e-4741-820f-9f318ffbe348",
"partnerId": "022b83c5-e2f2-43fa-89b0-96dc7ad0aac6",
"name": "Lead to Deal CRM for Mobility Sharing Startup",
"impact": "One structured pipeline replaced scattered spreadsheets and inboxes",
"clientName": null,
"clientLogoUrl": "https://placehold.co/200",
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"description": "<h2>The Challenge</h2><p>A fast-growing German mobility sharing startup was scaling sales across the DACH market, but leads and deals lived in scattered spreadsheets and inboxes. The sales flow was undocumented, reporting to headquarters meant assembling numbers by hand, and the existing customer dataset sat behind strict EU privacy constraints - nothing could move without a safe way to handle the data.</p><h2>The Solution</h2><p>Working remotely with the client's team in Germany, Luminix delivered a phased CRM implementation on monday.com:</p><ul><li><p>Discovery-led scoping, with the sprint plan and per-task estimates managed transparently inside the client's own <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a> account</p></li><li><p>monday CRM configured for the full lead-to-deal funnel, mapped to the company's actual sales flows</p></li><li><p>Automations for lead intake, assignment, and follow-ups, with connected boards across the workspace</p></li><li><p>A management dashboard giving both the local team and headquarters real-time pipeline visibility</p></li><li><p>Privacy-first migration: work ran on a masked copy of the customer dataset, so real customer data never left the client's environment</p></li><li><p>Transparent bank-of-hours delivery, with a clearly estimated roadmap for the next phase</p></li></ul><h2>The Results</h2><ul><li><p>Phase 1 lead management went live using just 8 of the 20 budgeted hours</p></li><li><p>One structured pipeline replaced scattered spreadsheets and inboxes</p></li><li><p>Real-time dashboard reporting for management and headquarters - no more manual number-crunching</p></li><li><p>A documented, estimated roadmap ready for the next phase of growth</p></li></ul><p>A lean, remote, privacy-conscious delivery that gave a fast-moving startup an enterprise-grade sales engine - without burning its budget.</p>",
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"createdAt": "2026-08-23T20:46:13.109Z",
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{
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{
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"name": "Automations",
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{
"id": "83c61fc7-0789-414e-8bf1-6d1f11ab0658",
"name": "Data Migration",
"description": "Seamlessly migrate your existing data from other platforms to monday.com."
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],
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"id": "36894099-8936-4711-bc57-fff0bd246763",
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"quote": "We have started our CRM migration with Luminix. That was a very professional and quick implementation. The process with Elad and his team was smooth and accurate. Very much recommended.",
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"createdAt": "2026-08-24T05:05:42.427Z",
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{
"id": "6ca0b99b-ec48-4d11-a274-d260f739bedf",
"partnerId": "022b83c5-e2f2-43fa-89b0-96dc7ad0aac6",
"name": "From Tender to Factory Floor: A Project Operating System for an Industrial Group",
"impact": "Manufacturing orders flow from project boards to the ERP - no retyping",
"clientName": "",
"clientLogoUrl": "https://placehold.co/200",
"projectDuration": 5,
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"description": "<h2>The Challenge</h2><p>An industrial group that designs, manufactures and fits out large hospitality and office projects ran its operation in pieces. Sales and pricing lived in Excel, disconnected from delivery. Project boards existed, but nothing flowed between procurement, finance, production and QA - buyers learned about budget events a day late, manufacturing orders were retyped by hand for the factory's ERP, and there was no saved baseline to compare plan against reality.</p><h2>The Solution</h2><p>Luminix started with a focused pilot on a live flagship project, then scaled a <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a> work management operating system across the group:</p><ul><li><p>Portfolio automation: every new project spins up two connected boards from templates - a management board with milestones and an execution board with order items</p></li><li><p>Two-way status sync between management and execution boards - teams work where they live, managers see one truth</p></li><li><p>Procurement-to-finance automation: a new purchase item instantly creates its finance-side record - no more next-day surprises</p></li><li><p>Standardized, field-mapped exports feeding manufacturing orders from the project boards to the company's ERP - cumulative project data, validated on an active site</p></li><li><p>Gantt with saved baselines for true planned-vs-actual tracking, plus budget fields mapped for ERP import</p></li><li><p>AI next: a proof-of-concept for auto-generated QA reports from site surveys and photos, and AI assistants for the sales team</p></li></ul><h2>The Results</h2><ul><li><p>One connected flow from closed deal to factory floor - handoffs that lived in Excel now run on the boards</p></li><li><p>Manufacturing orders reach the ERP straight from the project board - no retyping, no duplicate orders</p></li><li><p>Finance sees every purchase the moment it is created</p></li><li><p>Management tracks plan vs. actual per project instead of guessing</p></li><li><p>A focused hour-bank pilot grew into an expanding multi-team rollout, with the sales unit next in line</p></li></ul><p>A phased rollout that met a complex industrial operation where it was - and connected it end to end.</p>",
"price": null,
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"published": true,
"order": 8,
"mondayProducts": [
"MONDAY_WORK_MANAGEMENT"
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"createdAt": "2026-08-23T20:51:42.331Z",
"updatedAt": "2026-08-24T05:11:20.673Z",
"industries": [
{
"id": "c596e008-8455-419f-aa60-4f54765d15b1",
"name": "Construction"
}
],
"services": [
{
"id": "ac493459-186f-44c6-bdad-9bfa57384180",
"name": "Workflow Optimization",
"description": "Optimize and streamline your existing workflows for maximum efficiency."
},
{
"id": "045b33ae-2f4a-42f1-b508-129895d0bd75",
"name": "Integrations",
"description": "Connect monday.com with your existing tools and third-party applications."
},
{
"id": "dace6a06-c21d-4e98-853a-70c656dcad4c",
"name": "Automations",
"description": "Automated workflows that reduce manual work and increase efficiency."
}
],
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{
"id": "c1f9abd5-7f1f-4469-8096-848c0756e33a",
"partnerId": "022b83c5-e2f2-43fa-89b0-96dc7ad0aac6",
"name": "From Excel to the Factory Floor: A Production System for a CNC Carpentry Studio",
"impact": "Excel-based carpentry live on monday.com in one 30-hour build cycle",
"clientName": null,
"clientLogoUrl": "https://placehold.co/200",
"projectDuration": 3,
"projectDurationType": "MONTH",
"description": "<p>The client is a premium custom-carpentry studio building wardrobes, kitchens, and cabinetry for large projects (average project around 500K ILS). It runs three CNC machines with EMOS design software and a multilingual production team: Hebrew, Russian, Ukrainian, English, and Arabic speakers on the same floor.</p><p></p><p>The challenge</p><p>The owner had already tried to build <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a> herself, but in her own words it \"wasn't tight enough\" and she had no time to learn the platform in depth. The business was still \"very Excel-based\". Information got lost between quote, production, and installation; 20-30 small fix items piled up per project; installers didn't record addresses or entry codes, so every gap became a phone call to the owner, and a repeat site visit cost around 3,000 ILS a day.</p><p></p><p>The solution</p><p>Luminix received the client's Miro process map and had a signed proposal within 3 days of the first meeting. Cycle 1 was scoped at about 30 hours and delivered six connected boards: Contracts & Proposals; Design & Sketch Approvals; Color Samples with SLA alerts; a Production shop-floor board with sub-items per component (used on tablets by 3 floor workers); Delivery & Installation; and Dashboards & Reporting.</p><p>When a work order is signed, an intake form automatically creates the client card (address, phone, entry codes, notes) and links it to the project, so installers have everything in the field. Russian-language process documents were translated into an English Miro map, and a Loom video trained the team on the workflow and dashboards.</p><p></p><p>The results</p><ul><li><p>System live and in daily use by 6-8 users, including tablets at three production stations</p></li><li><p>The owner reports the system \"works well\" and has received requests from other carpenters (she is active in a ~200-member carpentry community) to buy it</p></li></ul>",
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"order": 9,
"mondayProducts": [
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"createdAt": "2026-08-25T12:16:13.843Z",
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"industries": [
{
"id": "d3b79a4a-5530-4453-9356-4213e130f76d",
"name": "Manufacturing & Warehousing"
}
],
"services": [
{
"id": "52a46142-7f71-4d69-9770-9aea043980a9",
"name": "Setup & Configuration",
"description": "Full setup of monday.com, tailored by experts to your unique business needs."
},
{
"id": "ac493459-186f-44c6-bdad-9bfa57384180",
"name": "Workflow Optimization",
"description": "Optimize and streamline your existing workflows for maximum efficiency."
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{
"id": "dace6a06-c21d-4e98-853a-70c656dcad4c",
"name": "Automations",
"description": "Automated workflows that reduce manual work and increase efficiency."
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{
"id": "fb316229-792d-4dac-9239-437dc8fc6b7d",
"name": "Training & Enablement",
"description": "Comprehensive programs and guidance to ensure your team adopts monday.com effectively."
}
],
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{
"id": "04b309cb-1050-4249-bfa7-deb32b87b540",
"partnerId": "022b83c5-e2f2-43fa-89b0-96dc7ad0aac6",
"name": "One Status Change Drafts, Sends and Signs the Proposal: CRM Automation for a Creative Studio",
"impact": "Proposal drafted, sent by WhatsApp & Gmail, e-signed and turned into a project - all from a single status change in monday CRM",
"clientName": null,
"clientLogoUrl": "https://placehold.co/200",
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"description": "<p>The client</p><p>Frameme operates 20-30 photo booths for events across Israel and provides graphic design, brand identity and video for clients (including a monday workspace it built for Amazon/AWS). A lean team: 2 core employees, a developer and external consultants.</p><p></p><p>The challenge</p><p>The company already had monday.com, but the instance was disorganized and barely used. Leads arrived through WhatsApp Business, proposals lived in Prospero, and none of it was connected: every deal meant re-typing data and chasing signatures by hand. The owner also wanted a clean, low-friction layout the team would actually adopt, and asked for a phased rollout to avoid changing too many tools at once.</p><p></p><p>The solution</p><p>Luminix rebuilt the CRM around a clear Leads > Deals > Projects flow and connected the tools the team already loved:</p><ul><li><p>Deals board with stages Qualified > Follow-up > Proposal Drafted > Proposal Signed > Won/Lost, and automations that move items between groups</p></li><li><p>Prospero integration (via Make): moving a deal to \"Proposal Drafted\" generates the proposal; publishing sends the link by Gmail and WhatsApp; the signed document flows back into monday and advances the status; \"Deal Won\" creates the project automatically</p></li><li><p>Proposals sent under the actual owner's Prospero user (owner or salesperson), with a choice of WhatsApp / Email / Both</p></li><li><p>Follow-up automations timed from the send date and the event date (1 and 3 days after sending, 10 days before the event)</p></li><li><p>Projects/Events board (Upcoming / In Progress / Completed / Rescheduled) with a master task board, personal task mirrors and auto-assignment for operations</p></li><li><p>Per-product graphic-instruction files sent to clients from editable templates; invoicing through Green Invoice</p></li><li><p>Sales and Operations dashboards, and a 1:1 CRM training session</p></li></ul><p></p><p>The results</p><ul><li><p>Project completed and paid in full (May 2026); automations transferred to the client's own account</p></li><li><p>Zero manual re-typing between WhatsApp, Prospero and monday: the proposal, signature and project creation are one chain</p></li><li><p>The client immediately commissioned phase 2: an AI \"Creative Director\" agent on monday's agent platform to handle client briefs and image generation</p></li></ul>",
"price": null,
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"order": 10,
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"MONDAY_WORK_MANAGEMENT"
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"createdAt": "2026-08-25T12:18:27.462Z",
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"industries": [
{
"id": "f2ce3ff5-9795-417b-a48c-c5ecc1b349f5",
"name": "Professional Services / Agency"
}
],
"services": [
{
"id": "045b33ae-2f4a-42f1-b508-129895d0bd75",
"name": "Integrations",
"description": "Connect monday.com with your existing tools and third-party applications."
},
{
"id": "dace6a06-c21d-4e98-853a-70c656dcad4c",
"name": "Automations",
"description": "Automated workflows that reduce manual work and increase efficiency."
},
{
"id": "52a46142-7f71-4d69-9770-9aea043980a9",
"name": "Setup & Configuration",
"description": "Full setup of monday.com, tailored by experts to your unique business needs."
},
{
"id": "fb316229-792d-4dac-9239-437dc8fc6b7d",
"name": "Training & Enablement",
"description": "Comprehensive programs and guidance to ensure your team adopts monday.com effectively."
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],
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{
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"name": "Three Spreadsheets to One System: Automatic Pricing & Partner Profit-Split for a Diamond Business",
"impact": "Every stone priced automatically (USD vendor price > discount > FX > VAT) and daily profit split between four partners - no more spreadsheet math",
"clientName": null,
"clientLogoUrl": "https://placehold.co/200",
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"description": "<p>The client sells diamonds and jewelry with an external production supplier. Four partners share the profit; one partner runs day-to-day operations and needed a system she could work in Hebrew every day.</p><p></p><p>The challenge</p><p>The entire operation ran on three disconnected Google Sheets: a sales sheet (a row per item), a production sheet managed by the supplier, and an expenses sheet. Sales and production couldn't see each other's status - whether an item was paid, ordered from the factory, or delivered. Vendor prices changed frequently, so pricing and profit were recalculated by hand, and there was no daily view of how the business was doing.</p><p></p><p>The solution</p><p>Luminix scoped the system in two working sessions and built it in roughly 12 development hours:</p><ul><li><p>Sales/Purchases board with an automatic pricing chain: vendor price in USD > 32% discount > conversion to ILS at the daily exchange rate > x1.18 VAT > selling price (intermediate calculations hidden from users)</p></li><li><p>Automatic profit distribution: selling price minus purchase price, split by each partner's percentage</p></li><li><p>Payment tracking: full price, prepayment and invoice, remaining balance, payment method (cash/credit/bank transfer), status Pending / Paid - with conditional coloring for anything that needs attention</p></li><li><p>Factory-orders board: Not ordered > Ordered (RO) > Received, with an expected-receipt date set automatically 3 weeks from the order and overdue notifications</p></li><li><p>Monthly expenses board (fixed and variable) and a client-intake form feeding a Clients board</p></li><li><p>Clean go-live on the 1st of the month with an optional historical import</p></li></ul><p></p><p>The results</p><ul><li><p>Sales, factory orders, expenses, and clients live in one Hebrew-language workspace</p></li><li><p>Pricing and partner profit are computed the moment an item is entered; no manual formulas</p></li><li><p>Adjustments were made live during the walkthrough (e.g., an over-strict mandatory field), and the operator moved straight into a 2-week real-use test</p></li></ul>",
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"createdAt": "2026-08-25T12:20:41.987Z",
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"name": "Retail"
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"name": "Setup & Configuration",
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{
"id": "dace6a06-c21d-4e98-853a-70c656dcad4c",
"name": "Automations",
"description": "Automated workflows that reduce manual work and increase efficiency."
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{
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"name": "Workflow Optimization",
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{
"id": "86a93b03-b5aa-4b11-983a-b9f9bb5f503f",
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"name": "From an Unused monday Account to a Full Nonprofit Portfolio: 10 Programs, Donor CRM and a CEO Dashboard",
"impact": "10 work programs, 6 strategic goals and every donation tracked in one system, with a live CEO dashboard showing execution % and budget vs. actual",
"clientName": null,
"clientLogoUrl": "https://placehold.co/200",
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"description": "<p>The client is an Israeli nonprofit running ten work programs, each with its own manager, plus a boarding school for girls made up of several houses.</p><p></p><p>The challenge</p><p>Client owned <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a> but wasn't really using it: too many boards, no defined work processes, and two disconnected workspaces. Work plans lived in Excel tabs per program; donors and donations were tracked in two mirrored Excel sheets with duplicate names and no link to contacts; the boarding school had no record of the dairy, dry-food, and cosmetics supplies delivered weekly to each house. The CEO had no single view of progress or budget.</p><p></p><p>The solution</p><p>Delivered in modules, on the organization's existing account:</p><ul><li><p>Portfolio workspace with a standard work-program template (domain, goal, targets, tasks, owner, timeline, budget, success metrics), every task linked to one of 6 organizational goals, duplicated to all 10 program managers</p></li><li><p>CEO dashboard: open items, start/end dates, execution %, owners, budget vs. spent, grouped by month across all programs</p></li><li><p>Donor & Donations CRM: Donors, Donations (with signed agreements), Contacts and Grant Requests boards (Submitted / In progress / Approved / Signed), a yearly-duplicated grants board to preserve history, and a \"Tasks to Perform\" board that aggregates tasks from submissions, signed donations, and managers' own boards</p></li><li><p>Fundraising team's email accounts connected to the CRM so correspondence attaches to each contact card</p></li><li><p>Boarding-school \"virtual store\": a mobile order form per house, quantities per product, and dashboards per house and across houses</p></li><li><p>Donor data cleanup and migration from Excel, plus hands-on support and training sessions for the fundraising team</p></li></ul><p></p><p>The results</p><ul><li><p>All 10 programs and 6 goals managed in one place, with a CEO dashboard replacing manual status reports</p></li><li><p>Donor, donation, and grant-request tracking moved from Excel to a linked CRM with full history</p></li><li><p>Weekly supply orders for every house are now recorded and comparable</p></li><li><p>The organization's consultant now cites the organization as a reference story of an organization that moved from misusing monday to using it fully.</p></li></ul>",
"price": null,
"priceCurrency": "USD",
"published": true,
"order": 12,
"mondayProducts": [
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"MONDAY_SALES_CRM"
],
"createdAt": "2026-08-25T12:22:48.851Z",
"updatedAt": "2026-08-25T15:52:43.183Z",
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