MONDAY.COM FOR CONSULTING FIRMS · FREE SETUP RESOURCES

Too big for a spreadsheet. Too small for a traditional CRM. Get one system that runs your pipeline, your projects, and your clients. Free.

No more bouncing between tools. Check your sales pipeline, review active engagements, and see who's up for renewal. Two clicks, not six tabs.

Get the Free Consulting Templates Book a Free Consultation
35+
Consulting firms set up on Monday
Platinum
monday.com's highest partner tier
Free
Templates + resources + consultation
What you get free

One system for your pipeline, your engagements, and your renewals. Free.

01

Consulting Firm Templates

Pre-built Monday.com boards for your sales pipeline, active client engagements, project tracking, and renewal management, all in one place. Designed for how consulting firms actually manage work, not how software companies think they do.

02

Expert Setup Videos

Watch a Monday expert configure a consulting firm CRM from scratch: pipeline stages, client engagement boards, renewal tracking, and team assignments, all step by step.

03

AI Customization Videos

How to use Claude to customize your Monday setup for your specific practice: service line-specific pipelines, engagement templates, and reporting views.

04

Free 1-Hour Consultation

Book a session with an Elevate expert who has worked with 35+ consulting and professional services firms. We'll review your setup and make sure your pipeline, engagements, and renewals are all connected.

Three steps

One system, live in a day.

1

Start your free trial

Click the button to start your Monday.com free trial. Two minutes. No credit card required.

2

Get the consulting templates

Your pre-built CRM and engagement tracker are ready immediately: pipeline boards, active client dashboards, renewal reminders, and project views, all ready to customize.

3

Book your consultation

Schedule your free hour with an Elevate expert. We'll connect your pipeline to your engagements, configure your renewal notifications, and make sure all the pieces work together.

Consulting firms we've built for

35+ firms.

Monarch ISC QACV Consulting Prevailing Wage Consulting GeoMark Research Circular Solutions Advisors DHM Research Ignite Collective Agency Proxa Consulting On Tap Consulting Wall Kane Consulting Mark White & Associates Le Fevre Group and 20+ more
monday.com Platinum Partner Advanced Delivery Partner Professional Services Specialist
Why us

We're consultants who built a consulting firm system.

We use Monday ourselves

Elevate Operations runs its own client pipeline, engagement tracking, and renewal management on Monday.com. The templates we give you are built from what actually works in a consulting firm. Not theory.

35+ firms in production

Management consultants, IT service firms, HR consultancies, research firms, and professional services practices of all kinds. We've built for each of them.

Platinum Partner status

Elevate is one of Monday.com's highest-tier certified partners. That means the system we hand you is built to Monday's own standard.

One system, not six tools

The goal isn't to sell you an implementation project. It's to give you a working system immediately, so you can evaluate Monday on its merits before committing to anything.

Questions

Straight answers.

Salesforce and HubSpot are built for sales teams at larger companies. They're powerful but expensive, complex, and designed for one department. Monday.com runs your CRM, your active engagements, your project work, and your team management in one place, without the enterprise overhead.
Yes, that's the point. Right now you have a project tool in one place and client information in another. Monday.com replaces both, with a CRM and engagement tracker that connect to your project work so nothing lives in separate systems.
Templates, videos, and the consultation are all free. Elevate earns a referral commission from Monday.com when your trial converts to a paid account. No hidden cost, no hard sell.
Monday.com supports CSV imports for most CRM data. During your free consultation, we'll walk you through exactly how to bring your existing client list, pipeline, and engagement history into the new system.

Stop bouncing between six tabs.

Get one system for your pipeline, your engagements, and your renewals. Free.

Get the Free Consulting Templates