monday CRM setup
Lead intake, pipelines, contact tracking, follow-up, client handoffs, and visibility from first inquiry to active work.
monday.com Authorized Partner
Turn messy work into a system people use.
House 6 Designs helps small teams build practical monday.com workflows, CRMs, dashboards, forms, automations, and operating hubs that make daily work clearer.
monday.com credentials
Badges earned through monday.com training.
House 6 keeps implementation practical, but the platform work is backed by current monday.com product training across Work Management, CRM, sales, and workflow design.
Workflow badgeAdvanced Workflow Badge
Sales badgeInbound Sales Badge
Work OS badgemonday.com Work Management Badge
CRM trainingmonday CRM Basic Level
CRM sales trainingmonday CRM Official Product Training for Sales
CRM sales trainingmonday CRM Expert Level for Sales
What we build
Cleaner workflows. Better visibility.
If your team is juggling spreadsheets, inboxes, project notes, client updates, and half-used tools, monday.com can become the place where the work finally makes sense.
House 6 maps the process, structures the boards, builds the views, connects the forms, creates useful dashboards, and trains the team so the system keeps working after launch.
Project and service delivery
Boards, timelines, ownership, status tracking, approvals, client onboarding, internal tasks, and repeatable delivery workflows.
Forms and intake
Useful request forms that route information into the right board, person, status, next step, or follow-up workflow.
Dashboards and reporting
Views and dashboards that help owners and teams see workload, pipeline, deadlines, bottlenecks, and client movement.
Automations and integrations
Rules, reminders, handoffs, notifications, and connections with tools like Zapier, Google Workspace, email, forms, and CRMs.
Training and cleanup
Documentation, team walkthroughs, refinement, and cleanup for monday.com accounts that already exist but are not yet useful.
How we work
Map the work. Build the system.
House 6 is a good fit for teams that need someone who can understand the business process and also build the actual system. The setup stays practical, readable, and shaped around how the team already works.
Discover
We learn what is happening now, where work gets stuck, and what needs to be easier to see or manage.
Structure
We design boards, columns, statuses, views, permissions, automations, and dashboards around the real workflow.
Build
We configure the monday.com workspace, connect the right tools, test the handoffs, and document the system.
Launch
We train the team, refine what shows up in real use, and help the system become part of the workday.
Good fit
Built for small teams with real operational weight.
We work especially well with service businesses, education and training teams, nonprofits, creative operations, public outreach teams, consultants, and small businesses that have outgrown manual processes.
You do not need a giant implementation partner. You need a clear operating system, built by someone who understands the practical middle between strategy, customer experience, and daily execution.
Ready when the work is
Let's build the monday.com system your team will actually use.
Affiliate disclosure: House 6 Designs may earn a partner commission if you purchase monday.com through our partner link, at no additional cost to you.