Free monday.com Template

Running your pipeline and
projects in two different places?

Our free monday.com template combines a pre-built CRM pipeline and project management system in one workspace, all ready to install in minutes, built by a Platinum Partner who does this every day.

Get the Free Template

Built by Elevate Operations to streamline your entire business process in one place.

What’s included

One workspace. CRM and project menagement, already connected.

Pre-built CRM pipeline

Lead → Proposal → Closed, with clear stages and owner fields.

Task & project dashboards

Team workload, project status, and deadlines in one view.

Pre-built automations

Status triggers, follow-up reminders, and handoff notifications.

Executive-level reporting

Dashboards that answer "where are we at?" in under 30 seconds.

Step-by-step install guide

No developers needed. You'll be live in under 30 minutes.

Built to scale

Structured so you don't have to rebuild it in six months.

Your entire sales process, in one clean view.

Leads, contacts, and active deals, all connected and easy to navigate. No more hunting through spreadsheets or guessing where a prospect stands. Every stage is pre-built so your team knows exactly who to follow up with and when.

Full visibility on every project, without the chaos.

From team workload to project status, your leadership dashboard gives you a real answer to "where are we at?" in seconds. Built for teams that are tired of piecing together updates from email threads and status meetings.

Handoffs happen automatically. You focus on the work.

When a deal moves to Qualified, your sales rep gets notified. When a stage closes, the next step kicks off. These automations are already configured, so you're not spending hours setting up logic just to get started.

Not two separate boards duct-taped together. A single, structured workspace designed so deals and delivery talk to each other from day one.

monday.com CRM boards

monday.com CRM helps you and your team manage your whole sales pipeline, from opportunity all the way to deal stages

monday.com WM boards

monday.com work management helps your team stay organized with all your projects

monday.com automations

automate tasks in monday.com to relive manual stress

Trusted by growing businesses in

Insurance Operations Marketing Construction Sales Real Estate Healthcare Consulting Finance Technology

Fill out the short form

Takes under a minute. We'll send the template link straight to your inbox.

Install into your monday.com workspace

Follow the step-by-step guide included with the template. No dev required.

Customize to your process

Add your pipeline stages, team members, and project types. The structure is already there.

Start working from one place

No more switching between systems, re-entering data, or wondering where things stand.

Get the free template today.

Built by a Platinum monday.com Partner. Used by real teams.
Free forever, no strings, no upsells.