About the project
For Mesoworks, we built an internal CRM that structures lead handling and connects data acquired from multiple external services with the workflow managed in monday.com. The solution centralizes the information required by the team and reduces manual transfer between tools.
The system structures the lead journey from data acquisition to further handling. Automation prepares information in a consistent format, while the monday.com integration keeps data and statuses current in the team’s daily workflow.
Information required for lead handling came from multiple places and involved repetitive searching, structuring and transfer into the team workflow. As the volume grew, manual effort increased and consistent statuses became harder to maintain.
Scope of work
We built a dedicated CRM with automated data acquisition and normalization, integrated with monday.com. The technical scope was designed to protect the client’s confidential business logic.
Dedicated CRM model: one structure for leads, statuses and information required by the operational process.
Automated data acquisition: mechanisms monitor multiple sources and deliver only the information required by the team.
monday.com integration: synchronization maintains continuity in the team’s existing tool and reduces manual updates.
Resilience and scale: validation, exception handling and modular architecture prepare the solution for additional sources and automation.
Results
- More structured lead handling: data and statuses move through one consistent process instead of remaining across fragmented sources.
- Higher operational efficiency: automation reduces manual searching, copying and updating of information.
- Consistent monday.com workflow: the integration connects system data with the tool used by the team to manage the process.
- Foundation for continued growth: the architecture supports additional automation and sources without rebuilding the solution.
Software Logic helped us structure and improve our lead handling process. The solution increased operational efficiency and provided a scalable foundation for further automation and continued growth. The team managed the project well, responded flexibly to change and quickly understood our needs.
