monday.com templates for your business
OrganizerPro offers user-friendly templates that allows you to effortlessly streamlines your business operations
Lead Management
Invoicing & Billing
Project Management
Contract Creation
Metrics Tracking
Human Resources
Choose Your Plan
Managing your business has never been this simple!
Start
A quick setup for your monday.com account
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A complete solution (boards, dashboards, automations, integrations)
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Access to training videos to understand workflows and boards
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Lifetime access to the monday.com training library
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One-month of email support
Growth
Get started with personalized training and customization
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Includes everything from the Start Plan
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Basic live training on how to use monday.com
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Basic live training on how to use the solution
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Two months of email support
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Two hours of one-on-one consultation for customization or questions
Expand
Customize the solution to meet your business needs
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Includes everything from the Growth Plan
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In-depth live training on how to use monday.com
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In-depth live training on how to use the solution
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Three months of email support
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Six hours of one-on-one
consultation for customization or questions
What's Included
Boards
- Lead Management (CRM)
- Client Management
- Contracts
- Billing & Invoicing
- Task Management
- Marketing Tasks
- Employee Directory
- And more....


Reporting
- Business development metrics
- Contracts statuses and reports
- Revenue
- Task or project status
- Unpaid Invoices
Functionalities
- Automated contract creation
- Automated invoice creation
- All automations
- All workflow integrations
- Contract template
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Invoice template

Do you have more questions?
FAQ's
Depending on your plan, you will either receive instructions to set up the solution yourself (if you purchased a Start plan) or we will install the solution for you (if you purchased a Growth or Expand plan).
Once purchased, the solution belongs to your monday.com account forever.
If you are looking for an easy way to manage you business, this is the solution for you! You can easily use our templates and customize them as needed to keep your business running smoothly.
Yes! Once the solution is added to your account, you can make any changes you want. Even though this is a fully functional solution, some users choose to customize it. Our various plans offer training and consulting time to help you customize the solution. If you need additional help, contact our team so we can create a customized plan that works for you.
For the solution there is a one-time fee, which depends on the chosen plan. You will also have to pay for your monday.com account on a monthly or yearly basis. If you use third-party applications such as Docugen, you may incur additional fees for the use of these applications.
To use this solution, you need to have a monday.com account. If you do not have one already, you can sign up here.
You can pay either by Payoneer, Wise a bank transfer or by Paypal
Live training is online training that lasts one to two hours (depending on the plan you purchase). It provides you with basic or in-depth training on monday.com to help you understand the platform and how to use it.
Live training is online training that lasts one to two hours (depending on the plan you purchase). It provides you with basic or in-depth training on the solution to help you understand the solution and how to use it.
Email support provides you with direct access to our experienced support team, who are ready to assist with any inquires, troubleshoot issues, or guide you through specific functionalities of the solution, ensuring a smooth and efficient user experience.
Our one-on-one consulting sessions provide an opportunity to work directly with our experts, allowing for detailed customization of your solution. Whether you need to adapt existing features or integrate new functionalities, our experts will guide you through the process, ensuring the solution fits your specific business needs and goals.
Our solution includes many helpful tools for your business. You can create contracts, manage bills, keep track of employees, and do much more. It’s all designed to make running your business easier and more organized.