monday CRM Integration with Native Apps for an Electrical Client

CloudCache Consulting helped an service-based electrical business company. They had issues with data visibility and control across into its monday.com CRM and Aircall setup. We solved these problems with our custom solution of mondaycrm integration and by fixing call data reliability. Results were  good including simplified CRM boards, and enabling accurate revenue and performance tracking. The client gained a system that supports real operational workflows. The engagement delivered clearer insights, better adoption, and a scalable foundation for future sales and support growth.

About The Company

Our client is an Australia-based electrical business that operates in the energy efficiency sector. They work with both residential and business customers and handles a steady flow of opportunities.

Customer Challenges

The client was not struggling because of a lack of tools. The real issue was that those tools were not working together in a way that supported daily work.

Key issues were:

Incomplete Call Visibility in CRM

Calls were happening, but the data around them was unreliable.

• Some calls were recorded, while others were missing without a clear pattern.
• Transcriptions and summaries were inconsistent, especially for longer conversations.
• Sales teams could not easily view all calls related to an opportunity with multiple contacts.
• There was no other way to validate whether call activity was fully captured or not

CRM Boards Had Grown Too Complex 

Over time, boards were added to solve short-term needs, not long-term clarity.

• Customer, opportunity, install, and inventory data lived across separate boards.
• Teams spent time searching for information instead of acting on it.
• Revenue and profit numbers did not always reflect reality due to missing fields.

Weak Revenue and Sales Performance Tracking

Leadership wanted answers, but the data could not support them.

• Revenue tracking stopped at the deal level, not at products or installs.
• There was no structured way to compare estimated revenue with actual outcomes.
• Different install types required different calculation logic that did not exist.
• Profit calculations was not reliable due to missing cost and quantity data

No Formal Complaint Tracking Process

Customer issues were handled manually rather than systematically.

• Complaints came in through calls or emails with no central record.
• Resolution timelines were not visible to the team.
• Follow-ups depended on memory rather than systems.

Solutions

The focus of our work was simple. Build a setup the team could actually rely on day to day. We used monday.com CRM, Aircall integration, and workflow automation to achieve this.

Aircall and monday.com CRM Integration

This work focused on trust in call data.

• Tested inbound and outbound calls, voicemail, and IVR directly against real world scenarios.
• Identified where call recordings and transcriptions were breaking down.
• Designed validation scenarios using multiple customer numbers to ensure accurate call history mapping.

Simplifying and Rebuilding CRM Boards

This solution addressed usability before adding new features.

• Consolidated multiple boards into a clearer structure aligned with how the team works.
• Renamed and restructured inventory into a stock-focused board with cost and revenue fields.
• Added quantity tracking to installs and jobs to support real profit calculations.
• Removed redundant complexity that slowed daily operations

Data Merging and Opportunity Structure

This work reduced duplication without losing flexibility.

• Merged residential and business customers into one board with type-based identification.
• Added ABN validation for business customers to maintain clean data.
• Enabled multiple contacts to be linked to a single opportunity for complex sales scenarios.

Enabling Sales and Complaint Tracking

This solution focused on accountability and measurement.

• Implemented product-level revenue tracking to evaluate sales performance accurately.
• Designed logic for different install revenue models, such as new versus replacement installs.
• Planned a complaint tracking system with automated ticket numbers and resolution tracking.

Results

The changes did not just improve systems. They changed teams' daily workflows.

• Calls and customer conversations became easier to trace and review
• CRM usage became faster and less frustrating for sales and operations
• Revenue and profit numbers reflected actual business activity
• Sales performance could be measured at product and install level
• A clear foundation was set for structured customer complaint management

Technology and Tools Used:

monday.com CRM, Aircall

Final Words

This project worked because it was collaborative. We did not impose a system. We listened to how the team actually works and adjusted the technology to support that reality. At CloudCache Consulting, we focus on practical Monday.com integration services that deliver long-term value, not temporary fixes. You can read our other clients' reviews on Upwork as well.