Choose the platform

If you are not sure which platform is best for you, we will help you decide

Manage any project, your way with monday.com

The flexible Work OS offers in-depth and effective solutions for every department and use case across your organization while maintaining seamless communication between all of them

Work management

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Manage tasks and workflows to fuel team collaboration and productivity at scale

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CRM

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Track and manage all aspects of your sales cycle, customer data, and more in one place

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Dev

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Build agile workflows to drive impact across your product, design, and R&D teams

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What is a succesfull automation?

On your own

Involving an internal team can be cost-effective but may suffer from limited expertise and resource constraints. While this approach will enhance productivity, it might also divert your team’s time from their primary responsibilities.

With ToolsTrek

However, partnering with ToolsTrek for process optimization can amplify these improvements twentyfold, based on our extensive practical experience. This enhancement frees up time for strategic development, exploring new opportunities, or simply relaxing with a cup of coffee.

How we can prove it

We can showcase the tangible benefits of our collaboration with measurable metrics, demonstrating how we help you achieve remarkable efficiency and productivity in your business operations and meet your automation goals.

Our solutions on monday.com

Transparency at every level

Helicopter view – fast and in numbers
Workload and capacity management
Clear relations: from strategic initiative to subtask

Build up customer support service

Feedback collection from multiple channels
Plain and customer-friendly portal
Maximum information for customer support employees

A place where everyone comes together

Keep connected, informed, and upskilled — all in one spot
HR services at your fingertips
Easy access via mobile

Compose & sign

Automatic signing
Tracking signature status and history
Automatic sending for counterparty signature
Automatic creation from template with data populated from item and linked boards

monday.com offers built-in integration with DocuSign, but it requires switching to DocuSign, involves many extra clicks and instructions. Our product simplifies setup into one-time configuration, thereafter, it automatically works with just one click.

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