Monday.com Implementation Partner for UK SMEs and Charities
Bring all your projects, sales, services and stakeholders into one clear, real-time view. As an authorised Monday.com partner, Webcite.ai helps UK SMEs, NGOs and charities design, configure and launch Monday.com so your teams move from spreadsheets to a modern, easy-to-use digital workspace.
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Discovery & Solution Design
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Workspace & Board Configuration
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Integrations & Automation
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Training, Change Management & Support
Before we touch a single board, we map your processes, teams and data flows.
✅ Workshops with key stakeholders to capture how work really gets done
✅ Identification of quick wins vs. larger transformation opportunities
✅ Clear monday.com blueprint with recommended boards, workflows and dashboards
We translate your blueprint into a clean, intuitive Monday.com setup
✅ Creation of workspaces, boards, groups and fields precisely aligned to your operating structure
✅ Sector-specific templates for projects, programmes, services and campaigns to accelerate delivery
✅ Permissions and custom views tailored for managers, frontline staff and leadership for secure, focused visibility
Monday.com should connect to the tools you already rely on
✅ Integration planning across email, calendars, forms, and CRM for seamless data flow
✅ Smart automations to reduce manual updates, eliminate handoffs, and boost team efficiency
✅ Data hygiene and governance best practices embedded directly into your workflows for cleaner, more reliable reporting
Adoption is where most tools fail but we design for the opposite
✅ Role-based training tailored for admins, power users and everyday users
✅ Simple playbooks and step-by-step guides so new team members can ramp up quickly
✅ Ongoing optimisation retainers to continuously add new boards, reports and improvements as your team grows
One connected workspace for every relationship you manage
Bring contacts, companies, donors, beneficiaries and partners into one monday.com CRM. SMEs and charities can track enquiries, sales, grants, referrals and cases in a single, shared workspace so every team member works from the same up‑to‑date record.
Flexible CRM that fits your sales, service and fundraising process
Configure custom fields, pipelines and automations so monday.com mirrors how your organisation really works. Whether you’re managing B2B sales, community programmes or fundraising campaigns, you get workflows built around your real-world processes instead of a rigid, generic CRM.
Clear, real-time reporting on pipeline, income and impact
Build visual dashboards that show live sales pipeline, recurring revenue, donations, grants and programme outcomes. Leaders, trustees and managers get instant visibility into what’s working, what’s at risk and where to focus limited time and resources.
Easily integrates with your existing tools and channels
Connect monday.com CRM to your email, calendar, website forms and other core apps so data flows automatically. Reduce double entry, keep communication history in one place and create a joined‑up tech stack that’s simple for busy SME and charity teams to use every day.