.png)
Productivity Tools
Rating
★ 4.9Partner since
2024
Locations
United Kingdom
Belgium
Netherlands
Canada
Australia
Languages
English
Dutch
About Productivity Tools
🚀 Productivity Tools builds custom monday.com systems that automate, scale, and simplify how teams work. From startups to enterprises, we turn messy workflows into clear, connected ecosystems that actually save time.
Expertise & focus areas
🧠 CRM, project management, finance, marketing ops & automation. We design monday.com architectures that integrate tools like Make, QuickBooks, Stripe, DocuSign & more, tailored to how your team really works.
Why work with us
💡 We don’t sell templates, we build strategy. Our clients get custom, scalable systems and white-glove support from certified monday.com experts who understand both business logic and technical depth.
People
4
Noam
Levy, Productivity Tools.
Noam is a true monday.com wizard. With 100+ projects under his belt, he's able to help you make most out of the platform.
South Africa
English.
Lotte
Engberts, Productivity Tools.
Lotte is extremely good at understanding your processes and turning them into monday.com workflows. She mostly works with our Dutch clients, but doesn't mind an English challenge!
Netherlands
English. Dutch.
Martín
Meliendrez, Productivity Tools.
Martín loves creating powerful yet easy-to-use Make integrations that unlock the full potential of monday.com.
Argentina
English. Spanish.
Oleh
Yarema, Productivity Tools.
Oleh is a Make.com genius. He knows everything about the platform can build very advanced automations, while keeping them simple to use!
Poland
English. Ukrainian.
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.
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.
Workflow Optimization
Optimize and streamline your existing workflows for maximum efficiency.
App solutions
Build custom applications and integrations to extend monday.com functionality.
Partner metadata
Listing updated: May 5, 2026{
"id": "f0abc6e8-35fe-44e0-929d-325753ea358b",
"slug": "patrick-kool",
"legacySlug": null,
"name": "Productivity Tools",
"shortDescription": "Your custom monday.com system — ready in weeks, not months\n",
"longDescription": "<p><strong>🚀 Ready for a </strong><a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\"><strong>monday.com</strong></a><strong> system built for your business that is live in weeks, not months?</strong></p><p></p><p>You’re in the right place.</p><p>With 150+ successful projects<strong>,</strong> we’ve mastered building systems that are:</p><p></p><p>✅ <strong>Simple</strong> – easy to use, no overcomplication</p><p>✅ <strong>Scalable</strong> – grows with your business</p><p>✅ <strong>Effective</strong> – drives real results</p><p></p><p>As Europe’s #1 ranked <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a> Expert, our small, agile team delivers fast, personal support that big agencies can’t match.</p><p></p><p>👉 Explore our profile to see real use cases we’ve built.</p><p>👉 Book your free discovery call today and let’s start building your system.</p>",
"shortIntro": "🚀 Productivity Tools builds custom monday.com systems that automate, scale, and simplify how teams work. From startups to enterprises, we turn messy workflows into clear, connected ecosystems that actually save time.\n",
"expertiseAndFocus": "🧠 CRM, project management, finance, marketing ops & automation. We design monday.com architectures that integrate tools like Make, QuickBooks, Stripe, DocuSign & more, tailored to how your team really works.\n",
"whyWorkWithUs": "💡 We don’t sell templates, we build strategy. Our clients get custom, scalable systems and white-glove support from certified monday.com experts who understand both business logic and technical depth.\n",
"partnerSince": 2024,
"languages": [
"en",
"nl"
],
"type": "PARTNER",
"tier": "AUTHORIZED",
"logoUrl": "https://partners.mondayprograms.com/assets/partners/f0abc6e8-35fe-44e0-929d-325753ea358b/logo/logo_1755771452354.png",
"profilePictureUrl": "https://d2i21roqtm0bbk.cloudfront.net/experts/711bc5fd-c110-42e1-bc97-841cbee0fbc0/Untitled_design_(2).png",
"websiteUrl": "",
"foundedYear": 2024,
"countryCode": "GB",
"supportedCountryCodes": [
"BE",
"NL",
"CA",
"AU"
],
"advancedDelivery": false,
"specializations": [],
"isPublished": true,
"available": true,
"productExpertise": [
"MONDAY_WORK_MANAGEMENT",
"MONDAY_SALES_CRM",
"MONDAY_SERVICE"
],
"calendlyUrl": "https://calendly.com/d/ctp3-6dn-jm4",
"price": 150,
"companySize": 6,
"mondayUserId": null,
"crmId": "9845544529",
"crmTeamId": "1338662",
"salesforceId": null,
"salesforceName": null,
"loggedInToCrm": true,
"baseMatchmakerScore": 0,
"isInMatchmaker": true,
"deletedAt": null,
"createdAt": "2024-05-08T12:30:44.841Z",
"updatedAt": "2026-05-05T08:51:09.237Z",
"services": [
{
"id": "045b33ae-2f4a-42f1-b508-129895d0bd75",
"name": "Integrations",
"description": "Connect monday.com with your existing tools and third-party applications."
},
{
"id": "52a46142-7f71-4d69-9770-9aea043980a9",
"name": "Setup & Configuration",
"description": "Full setup of monday.com, tailored by experts to your unique business needs."
},
{
"id": "83c61fc7-0789-414e-8bf1-6d1f11ab0658",
"name": "Data Migration",
"description": "Seamlessly migrate your existing data from other platforms to monday.com."
},
{
"id": "8ef29f7a-3945-4c70-9704-01fabc9e5f5b",
"name": "Data Services",
"description": "Solutions for data organization, analytics, and reporting that enable better decisions."
},
{
"id": "dace6a06-c21d-4e98-853a-70c656dcad4c",
"name": "Automations",
"description": "Automated workflows that reduce manual work and increase efficiency."
},
{
"id": "dc4061d3-57a0-4b07-a499-4849e44ff234",
"name": "Strategy & Planning",
"description": "Strategic consulting and planning to optimize your processes."
},
{
"id": "e1411071-77bd-4f8b-9ebe-cd624f5dfe7d",
"name": "AI Enhancement",
"description": "Leverage AI to enhance your workflows and automate complex processes."
},
{
"id": "fb316229-792d-4dac-9239-437dc8fc6b7d",
"name": "Training & Enablement",
"description": "Comprehensive programs and guidance to ensure your team adopts monday.com effectively."
},
{
"id": "ac493459-186f-44c6-bdad-9bfa57384180",
"name": "Workflow Optimization",
"description": "Optimize and streamline your existing workflows for maximum efficiency."
},
{
"id": "cd46462c-267f-454d-a242-ad1c3eb1ba02",
"name": "App solutions",
"description": "Build custom applications and integrations to extend monday.com functionality."
}
],
"industries": [
{
"id": "9ea3b891-a709-4fa2-b845-c6cdfc3dc76d",
"name": "Technology"
},
{
"id": "c7792e86-4439-4965-b42a-4d8fe8b946fb",
"name": "Other"
},
{
"id": "2c916e3b-6ffd-4b70-bf8a-bf0c35bfa744",
"name": "Marketing"
},
{
"id": "d3b79a4a-5530-4453-9356-4213e130f76d",
"name": "Manufacturing & Warehousing"
},
{
"id": "b4ef7924-9a07-4815-ba2b-608d8948eb46",
"name": "Financial Services"
}
],
"certificates": [],
"videos": [],
"smartTags": [
{
"id": "1cc14909-691b-412b-8abf-aabf9d956743",
"partnerId": "f0abc6e8-35fe-44e0-929d-325753ea358b",
"tagId": "a86ba07e-9f49-40db-ae16-00a9471a4cd1",
"createdAt": "2025-11-04T12:15:08.558Z",
"updatedAt": "2025-11-04T12:15:08.558Z",
"tag": {
"id": "a86ba07e-9f49-40db-ae16-00a9471a4cd1",
"categoryId": "db18ff04-9b12-4875-b31d-b100a5a0a856",
"name": "Work OS Maven",
"description": "",
"isActive": true,
"deletedAt": null,
"createdAt": "2025-08-12T12:09:17.374Z",
"updatedAt": "2025-08-12T12:09:17.374Z",
"category": {
"id": "db18ff04-9b12-4875-b31d-b100a5a0a856",
"name": "Functional Expertise",
"description": "Highlights deep skills in specific platform areas or use cases.",
"color": "#FFB996",
"isActive": true,
"deletedAt": null,
"createdAt": "2025-08-12T12:04:11.725Z",
"updatedAt": "2025-08-12T12:04:11.725Z"
}
}
},
{
"id": "ba317cf0-dc10-487c-bf13-69314c78bbf1",
"partnerId": "f0abc6e8-35fe-44e0-929d-325753ea358b",
"tagId": "17395182-43cc-4080-9084-ba4be8f8d3d4",
"createdAt": "2025-11-04T12:15:08.558Z",
"updatedAt": "2025-11-04T12:15:08.558Z",
"tag": {
"id": "17395182-43cc-4080-9084-ba4be8f8d3d4",
"categoryId": "d97cf34c-a446-47c6-81a7-7a2dd4376411",
"name": "Quick Turnaround",
"description": "",
"isActive": true,
"deletedAt": null,
"createdAt": "2025-08-12T12:27:10.078Z",
"updatedAt": "2025-08-12T12:27:10.078Z",
"category": {
"id": "d97cf34c-a446-47c6-81a7-7a2dd4376411",
"name": "Working Style/Motto",
"description": "Communicates your approach to projects and collaboration.",
"color": "#D8C5FF",
"isActive": true,
"deletedAt": null,
"createdAt": "2025-08-12T12:04:52.783Z",
"updatedAt": "2025-08-12T12:04:52.783Z"
}
}
},
{
"id": "01822e5e-4439-4117-a0e2-772f118e4d2e",
"partnerId": "f0abc6e8-35fe-44e0-929d-325753ea358b",
"tagId": "d61651d9-7de1-4d5f-97a0-1348c0279e46",
"createdAt": "2025-11-04T12:15:08.558Z",
"updatedAt": "2025-11-04T12:15:08.558Z",
"tag": {
"id": "d61651d9-7de1-4d5f-97a0-1348c0279e46",
"categoryId": "a68f6815-727c-453c-abe6-b0c2911f8f41",
"name": "SMB Champion",
"description": "",
"isActive": true,
"deletedAt": null,
"createdAt": "2025-08-12T12:15:42.882Z",
"updatedAt": "2025-08-12T12:15:42.882Z",
"category": {
"id": "a68f6815-727c-453c-abe6-b0c2911f8f41",
"name": "Business Size Focus",
"description": "Describes the primary type of client or business stage you are best suited for.",
"color": "#80E3BA",
"isActive": true,
"deletedAt": null,
"createdAt": "2025-08-12T12:02:18.118Z",
"updatedAt": "2025-08-12T12:03:27.655Z"
}
}
},
{
"id": "3054b88d-f2c3-41c6-afb9-fd50ac453b23",
"partnerId": "f0abc6e8-35fe-44e0-929d-325753ea358b",
"tagId": "38e08e04-ad4b-4907-aa7a-afdcbaa575c0",
"createdAt": "2025-11-04T12:15:08.558Z",
"updatedAt": "2025-11-04T12:15:08.558Z",
"tag": {
"id": "38e08e04-ad4b-4907-aa7a-afdcbaa575c0",
"categoryId": "efdc773d-d10e-4e78-a02e-b4bfec447e97",
"name": "Marketing Focused",
"description": "",
"isActive": true,
"deletedAt": null,
"createdAt": "2025-08-12T12:06:14.982Z",
"updatedAt": "2025-08-12T12:06:14.982Z",
"category": {
"id": "efdc773d-d10e-4e78-a02e-b4bfec447e97",
"name": "Industry Vertical",
"description": "Specifies experience in particular market sectors.",
"color": "#A5CAFF",
"isActive": true,
"deletedAt": null,
"createdAt": "2025-08-12T12:01:29.349Z",
"updatedAt": "2025-08-12T12:03:41.664Z"
}
}
}
],
"users": [
{
"id": "7ecedc28-659b-4d04-8caa-fad769047803",
"email": "patrick@productivitytools.io",
"name": "Patrick Kool",
"role": "PARTNER",
"createdAt": "2024-12-13T17:49:06.816Z",
"updatedAt": "2025-08-20T16:15:11.867Z"
},
{
"id": "42289eb5-ea2d-4caa-88e1-66a66a5cb86c",
"email": "patrick@patrickkool.com",
"name": "Patrick Kool",
"role": "PARTNER",
"createdAt": "2025-03-11T17:19:25.036Z",
"updatedAt": "2025-09-04T06:40:49.531Z"
},
{
"id": "f55fff62-ec96-43bc-a164-0ff1165ef4e9",
"email": "clients@productivitytools.io",
"name": "Patrick Kool",
"role": "PARTNER",
"createdAt": "2024-08-27T10:33:43.582Z",
"updatedAt": "2026-04-22T07:21:57.667Z"
}
],
"employees": [
{
"id": "9a02ad70-f3e4-45a4-a821-47d227a4c622",
"name": "Noam",
"title": "Levy",
"countryCode": "ZA",
"languages": [
"en"
],
"description": "Noam is a true monday.com wizard. With 100+ projects under his belt, he's able to help you make most out of the platform.",
"imageUrl": "https://partners.mondayprograms.com/assets/partners/f0abc6e8-35fe-44e0-929d-325753ea358b/members/9a02ad70-f3e4-45a4-a821-47d227a4c622/profile/profile_1762788209421.png",
"createdAt": "2025-08-18T12:08:48.443Z",
"updatedAt": "2025-11-10T15:23:30.627Z",
"partner": {
"name": "Productivity Tools",
"slug": "patrick-kool",
"profilePictureUrl": "https://d2i21roqtm0bbk.cloudfront.net/experts/711bc5fd-c110-42e1-bc97-841cbee0fbc0/Untitled_design_(2).png",
"productExpertise": [
"MONDAY_WORK_MANAGEMENT",
"MONDAY_SALES_CRM",
"MONDAY_SERVICE"
],
"countryCode": "GB"
}
},
{
"id": "d7154ec5-ae0c-44ac-b899-5edcd5a68930",
"name": "Lotte",
"title": "Engberts",
"countryCode": "NL",
"languages": [
"en",
"nl"
],
"description": "Lotte is extremely good at understanding your processes and turning them into monday.com workflows.\n\nShe mostly works with our Dutch clients, but doesn't mind an English challenge!",
"imageUrl": "https://partners.mondayprograms.com/assets/partners/f0abc6e8-35fe-44e0-929d-325753ea358b/members/d7154ec5-ae0c-44ac-b899-5edcd5a68930/profile/profile_1762788216232.png",
"createdAt": "2025-08-18T12:09:56.857Z",
"updatedAt": "2025-11-10T15:23:37.492Z",
"partner": {
"name": "Productivity Tools",
"slug": "patrick-kool",
"profilePictureUrl": "https://d2i21roqtm0bbk.cloudfront.net/experts/711bc5fd-c110-42e1-bc97-841cbee0fbc0/Untitled_design_(2).png",
"productExpertise": [
"MONDAY_WORK_MANAGEMENT",
"MONDAY_SALES_CRM",
"MONDAY_SERVICE"
],
"countryCode": "GB"
}
},
{
"id": "517cdd5e-f56b-4f64-9825-f56c06c2364c",
"name": "Martín",
"title": "Meliendrez",
"countryCode": "AR",
"languages": [
"en",
"es"
],
"description": "Martín loves creating powerful yet easy-to-use Make integrations that unlock the full potential of monday.com.\n",
"imageUrl": "https://partners.mondayprograms.com/assets/partners/f0abc6e8-35fe-44e0-929d-325753ea358b/members/517cdd5e-f56b-4f64-9825-f56c06c2364c/profile/profile_1762788223499.png",
"createdAt": "2025-08-18T12:10:57.768Z",
"updatedAt": "2025-11-10T15:23:44.633Z",
"partner": {
"name": "Productivity Tools",
"slug": "patrick-kool",
"profilePictureUrl": "https://d2i21roqtm0bbk.cloudfront.net/experts/711bc5fd-c110-42e1-bc97-841cbee0fbc0/Untitled_design_(2).png",
"productExpertise": [
"MONDAY_WORK_MANAGEMENT",
"MONDAY_SALES_CRM",
"MONDAY_SERVICE"
],
"countryCode": "GB"
}
},
{
"id": "45eb7269-11c6-43b6-9ef4-d2ec0177d68c",
"name": "Oleh",
"title": "Yarema",
"countryCode": "PL",
"languages": [
"en",
"uk"
],
"description": "Oleh is a Make.com genius. He knows everything about the platform can build very advanced automations, while keeping them simple to use!",
"imageUrl": "https://partners.mondayprograms.com/assets/partners/f0abc6e8-35fe-44e0-929d-325753ea358b/members/45eb7269-11c6-43b6-9ef4-d2ec0177d68c/profile/profile_1762788232224.png",
"createdAt": "2025-08-19T10:38:13.001Z",
"updatedAt": "2025-11-10T15:23:53.365Z",
"partner": {
"name": "Productivity Tools",
"slug": "patrick-kool",
"profilePictureUrl": "https://d2i21roqtm0bbk.cloudfront.net/experts/711bc5fd-c110-42e1-bc97-841cbee0fbc0/Untitled_design_(2).png",
"productExpertise": [
"MONDAY_WORK_MANAGEMENT",
"MONDAY_SALES_CRM",
"MONDAY_SERVICE"
],
"countryCode": "GB"
}
}
],
"awards": [],
"useCases": [
{
"id": "c49e9173-3944-4e99-b9fb-ce93248b2437",
"partnerId": "f0abc6e8-35fe-44e0-929d-325753ea358b",
"name": "Bespoke Event Management and Membership System in 4 months",
"impact": "Improved team efficiency by 35% and saved £85k in custom development costs",
"clientName": "ISTA",
"clientLogoUrl": "assets/partners/f0abc6e8-35fe-44e0-929d-325753ea358b/usecases/c49e9173-3944-4e99-b9fb-ce93248b2437/media/media_1755600532072.png",
"projectDuration": 4,
"projectDurationType": "MONTH",
"description": "<h2><strong>Challenge</strong></h2><p>ISTA came to us after years of frustration with bespoke, custom-coded systems. They had spent over £100,000 and several years trying to build a solution, only to end up with something that was unreliable, constantly breaking, and left them completely dependent on developers. Every fix cost more money, and the system never really worked the way they needed. Understandably, they were hesitant to start another project.</p><p></p><h2><strong>Solution</strong></h2><p>When we first started working together, Mike and Tom (from ISTA) walked us through the business. We began small: setting up a simple CRM in <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a>. This quick win built trust and gave their team confidence in a new direction.</p><p></p><p>From there, we expanded the system step by step:</p><ul><li><p><strong>Membership Portal:</strong> Connected to <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a>, allowing members to upgrade/downgrade their subscriptions with changes syncing automatically.</p></li><li><p><strong>Event Bookings:</strong> A fully integrated event management flow, including complex logic (e.g., discounts for certain membership tiers).</p></li><li><p><strong>Custom Registrations:</strong> Built to handle ISTA’s many edge cases, such as different event types with unique booking rules and fields.</p></li><li><p><strong>Automation & Integrations:</strong> Using <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://make.com\">make.com</a>, we automated processes, reduced manual work, and connected everything seamlessly.</p></li></ul><p></p><p>Instead of the old “one-size-fits-all” approach, we created a flexible system tailored to their unique business rules.</p><p></p><h2><strong>Results</strong></h2><ul><li><p>A fully functional system up and running within weeks, not years.</p></li><li><p>Significant <strong>time and cost savings</strong> compared to custom-coded systems.</p></li><li><p><strong>Happier, more efficient teams</strong> with tools that actually work.</p></li><li><p>Short iteration cycles: build, test, feedback, improve. Keeping progress fast and aligned with real needs.</p></li></ul><p></p><h2><strong>Client Impact</strong></h2><p>What used to take ISTA years of failed attempts and huge expenses is now running smoothly on <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a>, with full flexibility and independence. Their team finally has the system they dreamed of without the headaches, risks, or dependency on developers.</p>",
"price": null,
"priceCurrency": "USD",
"published": true,
"order": 0,
"mondayProducts": [
"MONDAY_SALES_CRM",
"MONDAY_WORK_MANAGEMENT"
],
"createdAt": "2025-08-19T10:48:51.608Z",
"updatedAt": "2025-08-19T10:54:17.747Z",
"industries": [
{
"id": "37882bf0-a74c-4fdf-ba03-c316d7f771d4",
"name": "Non profit"
}
],
"services": [
{
"id": "045b33ae-2f4a-42f1-b508-129895d0bd75",
"name": "Integrations",
"description": "Connect monday.com with your existing tools and third-party applications."
},
{
"id": "52a46142-7f71-4d69-9770-9aea043980a9",
"name": "Setup & Configuration",
"description": "Full setup of monday.com, tailored by experts to your unique business needs."
},
{
"id": "83c61fc7-0789-414e-8bf1-6d1f11ab0658",
"name": "Data Migration",
"description": "Seamlessly migrate your existing data from other platforms to monday.com."
},
{
"id": "8ef29f7a-3945-4c70-9704-01fabc9e5f5b",
"name": "Data Services",
"description": "Solutions for data organization, analytics, and reporting that enable better decisions."
},
{
"id": "ac493459-186f-44c6-bdad-9bfa57384180",
"name": "Workflow Optimization",
"description": "Optimize and streamline your existing workflows for maximum efficiency."
},
{
"id": "dace6a06-c21d-4e98-853a-70c656dcad4c",
"name": "Automations",
"description": "Automated workflows that reduce manual work and increase efficiency."
},
{
"id": "dc4061d3-57a0-4b07-a499-4849e44ff234",
"name": "Strategy & Planning",
"description": "Strategic consulting and planning to optimize your processes."
},
{
"id": "fb316229-792d-4dac-9239-437dc8fc6b7d",
"name": "Training & Enablement",
"description": "Comprehensive programs and guidance to ensure your team adopts monday.com effectively."
},
{
"id": "e1411071-77bd-4f8b-9ebe-cd624f5dfe7d",
"name": "AI Enhancement",
"description": "Leverage AI to enhance your workflows and automate complex processes."
}
],
"testimonials": [
{
"id": "86091b63-307e-4d96-b9dc-09ef57647434",
"useCaseId": "c49e9173-3944-4e99-b9fb-ce93248b2437",
"quote": "It’s been absolutely essential for growing the organization the way we wanted. The systems we had before slowed us down, but this has reignited the team and shown them that you can succeed with the right system. I absolutely recommend Patrick and his team at Productivity Tools.",
"clientName": "Tom Scott",
"clientTitle": "Director of Operations",
"createdAt": "2025-08-19T10:54:17.747Z",
"updatedAt": "2025-08-19T10:54:17.747Z"
}
],
"media": [
{
"id": "6e5b594c-dab4-4421-823e-55ab20c727fa",
"useCaseId": "c49e9173-3944-4e99-b9fb-ce93248b2437",
"type": "YOUTUBE",
"value": "https://www.youtube.com/embed/bI6OxrivpSo",
"createdAt": "2025-08-19T10:54:17.747Z"
}
]
},
{
"id": "25475952-7144-405e-8328-b3d57292a7b6",
"partnerId": "f0abc6e8-35fe-44e0-929d-325753ea358b",
"name": "One System for Sales & Operations: From Scattered Tools to Seamless Collaboration",
"impact": "22% more closed deals and a 37% increase in client satisfaction scores.",
"clientName": "Freedom Homes Architects",
"clientLogoUrl": "assets/partners/f0abc6e8-35fe-44e0-929d-325753ea358b/usecases/25475952-7144-405e-8328-b3d57292a7b6/media/media_1755771368302.png",
"projectDuration": 2,
"projectDurationType": "MONTH",
"description": "<p><strong>Client Profile</strong></p><p>An architecture company struggling with scattered workflows. Different departments used different tools (ClickUp, Insightly, <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://Monday.com\">Monday.com</a>), which caused inefficiency and lack of visibility. The team described themselves as “dinosaurs” when it came to tech and needed a streamlined system.</p><p></p><p><strong>Challenge</strong></p><ul><li><p>Sales and operations ran on separate platforms.</p></li><li><p>Data was fragmented across multiple tools.</p></li><li><p>Sales follow-ups were inconsistent and mostly manual.</p></li><li><p>Operations lacked real-time visibility into client delivery.</p></li></ul><p></p><p><strong>Solution</strong></p><ul><li><p>Consolidated all workflows into <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://Monday.com\"><strong>Monday.com</strong></a>.</p></li><li><p>Migrated data from ClickUp and Insightly into a single, structured system.</p></li><li><p>Built an integrated <strong>CRM + Operations workflow</strong> in <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://Monday.com\">Monday.com</a>.</p></li><li><p>Automated sales follow-ups to boost efficiency and consistency.</p></li><li><p>Gave the operations team full visibility into project status and client delivery.</p></li></ul><p></p><p><strong>Results</strong></p><ul><li><p><strong>Stronger collaboration</strong> between sales and operations.</p></li><li><p><strong>Automated follow-ups</strong> helped sales reps close more deals.</p></li><li><p><strong>Improved delivery tracking</strong> increased client satisfaction.</p></li><li><p>The business is now <strong>scalable</strong> with processes that support growth.</p></li></ul><p></p><p><strong>Impact</strong></p><p>The client now has one reliable system where sales and operations work hand-in-hand. They’ve become more efficient, can serve clients better, and maintain full control of their growing business.</p>",
"price": null,
"priceCurrency": "USD",
"published": true,
"order": 1,
"mondayProducts": [
"MONDAY_WORK_MANAGEMENT",
"MONDAY_SALES_CRM"
],
"createdAt": "2025-08-19T11:04:10.082Z",
"updatedAt": "2025-08-21T10:16:11.546Z",
"industries": [
{
"id": "afeedee6-22ed-40f4-b851-c565fca23304",
"name": "Real Estate"
}
],
"services": [
{
"id": "fb316229-792d-4dac-9239-437dc8fc6b7d",
"name": "Training & Enablement",
"description": "Comprehensive programs and guidance to ensure your team adopts monday.com effectively."
},
{
"id": "e1411071-77bd-4f8b-9ebe-cd624f5dfe7d",
"name": "AI Enhancement",
"description": "Leverage AI to enhance your workflows and automate complex processes."
},
{
"id": "dc4061d3-57a0-4b07-a499-4849e44ff234",
"name": "Strategy & Planning",
"description": "Strategic consulting and planning to optimize your processes."
},
{
"id": "dace6a06-c21d-4e98-853a-70c656dcad4c",
"name": "Automations",
"description": "Automated workflows that reduce manual work and increase efficiency."
},
{
"id": "ac493459-186f-44c6-bdad-9bfa57384180",
"name": "Workflow Optimization",
"description": "Optimize and streamline your existing workflows for maximum efficiency."
},
{
"id": "8ef29f7a-3945-4c70-9704-01fabc9e5f5b",
"name": "Data Services",
"description": "Solutions for data organization, analytics, and reporting that enable better decisions."
},
{
"id": "83c61fc7-0789-414e-8bf1-6d1f11ab0658",
"name": "Data Migration",
"description": "Seamlessly migrate your existing data from other platforms to monday.com."
},
{
"id": "52a46142-7f71-4d69-9770-9aea043980a9",
"name": "Setup & Configuration",
"description": "Full setup of monday.com, tailored by experts to your unique business needs."
},
{
"id": "045b33ae-2f4a-42f1-b508-129895d0bd75",
"name": "Integrations",
"description": "Connect monday.com with your existing tools and third-party applications."
}
],
"testimonials": [
{
"id": "6f2e4dfa-1146-4e93-b88c-7c41f3c2eb4e",
"useCaseId": "25475952-7144-405e-8328-b3d57292a7b6",
"quote": "We definitely recommend Patrick and his team, it's probably the best investment I've ever made.",
"clientName": "Philip",
"clientTitle": "Owner & Director",
"createdAt": "2025-08-21T10:16:11.546Z",
"updatedAt": "2025-08-21T10:16:11.546Z"
}
],
"media": [
{
"id": "da509ec5-e714-46ab-88a1-e4646d6eaa2f",
"useCaseId": "25475952-7144-405e-8328-b3d57292a7b6",
"type": "YOUTUBE",
"value": "https://www.youtube.com/embed/D-9ujUxFV20",
"createdAt": "2025-08-21T10:16:11.546Z"
}
]
}
],
"rating": 4.912105263157895,
"numOfProjects": 61,
"projectsTimeframeMonths": 12
}