Centralized Monday CRM
Handled manually, step by step.
Now automated
Built centralized Monday CRM ecosystem replacing fragmented tool landscape with unified project management and client relationship system
Unified, end-to-end music production operations — from client discovery to delivery — with AI discovery, automated finance, licensing, and coordinated vendor workflows in one system.
SQUEAK E CLEAN · US & AustraliaWe’re still producing the video walkthrough
The metrics and full project details are ready below ↓
One change at a time — swipe through the four.
Built centralized Monday CRMMonday CRM ecosystem replacing fragmented tool landscape with unified project management and client relationship system
Implemented custom AI-agent based on Claude for intelligent search through client database for project matching and opportunity identification
Developed comprehensive financial calculation automation managing vendor payments, quotations, invoicing, and multi-currency operations (USD, CAD, AUD, EUR) for international projects
Created automatedautomated quotation and invoicing workflows with intelligent splitting between first and second payments based on project terms and client agreements
Built automatedautomated email template generation for producer communications including invoice attachments and project coordination details
Integrated Google SheetsGoogle Sheets backend with Monday frontend providing team visualization capabilities while maintaining calculation accuracy and data validation
Implemented validation systems alerting users through Monday Updates when incomplete data prevents calculation completion or document generation
Created systematic vendor coordination workflows managing external artists, producers, and creative talent across global network operations
Swipe the metrics — each one with what it changed in the business, and why it mattered.
No rip-and-replace, no new SaaS to buy — we connected the tools already in the building.
We’ve always used great tools tailored to different parts of our workflow. Unifying them into MondayMonday gave us a single source of truthsingle source of truth. AI-agentAI-agent surfaces relevant clients from 50,000+ records50,000+ records in seconds, and multi‑currency finance runs automaticallyautomatically. Our producers and creatives spend more time on the music while operations stay consistent across time zones.
Internal Program Review — Global Operations
A 30-minute discovery call. We listen, sketch the schema live, and tell you whether we're the right fit — straight.
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