UNMATCHED EXPERTISE
Across Integration, Data, and AI CRM
DATA SOLUTIONS
Standardized, template-based data migration to guarantee a successful go-live
Salesforce Migration
Initial data extraction of Salesforce records and objects to create records in monday.com CRM relating to:
- Leads
- Contacts
- Accounts
- Opportunities / Deals
- Products
- Services
CRM Data Migration
Initial data extraction from legacy CRM* to create records in monday.com CRM relating to:
- Leads
- Contacts
- Accounts
- Deals
- Products
- Services
Work Management Data
Initial data import into monday.com Work Management to create records relating to:
- Goals
- Objectives
- Projects
- Processes
- Tasks
Enhanced Data Management
Reduce or eliminate the manual effort of importing and uploading files to monday.com with our:
- AIR Data Loader app
- Pre-mapped templates
- Fast, scalable ingestion
- Scheduled updates
Industry Solutions
Solve for Challenges across Healthcare, Non-Profit, Government, Manufacturing
GRANT MANAGEMENT
Improve administrative resources and simplify grant management processes
MEDICAL DEVICE MANAGEMENT
Establish a unified workflow and eliminate data silos across the entire referral-patient-device lifecycle
Artificial Intelligence Solutions
Automate repetitive administrative tasks, leverage predictive analytics to provide data-driven insights, make faster decisions, and scale operations more efficiently.
AI blocks
No-code components that allow teams to streamline automations by summarizing text, categorizing data, detecting sentiment, and extracting information directly within their boards.
sidekick
A digital worker that thinks ahead, stays in sync with your data, and handles the execution of tasks from ideation to completion.
monday vibe
Build boards, dashboards, templates, and apps within seconds in monday vibe, all without writing code.
agent factory
Create a digital workforce in minutes to support sales, service,
Integration Solutions
Increase productivity and collaboration through pre-built integrations with monday.com
Sync data across monday CRM and QuickBooks to share product, invoicing, commission, and billing information.
Seamlessly share data between monday CRM and Sage ERP across accounts, billing, and payments.
Eliminate swivel chair activities across sales, service, and project management teams by connecting monday Work OS and Salesforce.
Eliminate swivel chair activities for your patient intake team through this bi-directional integration between AdvancedMD and monday.
Reduce duplicate data entry during patient creation, appointment scheduling, and billing claims by integrating monday with Tebra EHR.
As monday.com Silver Tier Partners, CopperHill’s certified team transforms monday.com into a powerful, customized solution that drives efficiency, collaboration, and growth for our customers.
Our integration, data, and CRM expertise means we can offer faster implementation and ROI through our pre-built solutions available on the monday.com platform.
