Crm Demo

(The CRM that isn't really a CRM that is an awesome CRM)

Why are you here?


You are new to and want to learn how to use it effectively to manage your Small Business.


You are trying to establish whether or not is the best option for your Small Biz.


You are a Small Business and have to protect your Cashflow.  Hiring a professional for a ground-up total custom build will take a long time and cost a significant amount of money.


As a Small Biz Owner you wear a lot of hats and there are never enough hours in the day.  Plus, you know that your time is best spent on billable hours.  Even if you are tech-savvy and have the skills and patience to learn how to set up yourself, it is likely not the best use of your time.

The Challenge is Awesome.  I use it to manage almost every aspect of both of my businesses and I love it and am totally obsessed with it.  But, some of the very things that make awesome also make it hard to learn and setup.


On the surface, looks like nothing more than a simple - but admittedly very colourful - spreadsheet.  Sort of like a Christmas version of Excel.  

If users don't lift the hood and have a really really good poke around, they will never get past this misconception of as being "basic" and won't recognise it's true potential.

you just don't get it

Because is unlike any other software you have ever used before, it's REALLY hard to define let alone understand.

Although Monday often gets lumped in with Project Management Apps or even CRMs, it really is in its own category.

learning monday takes time is an incredibly powerful and customisable App - the only limit really is your own imagination.

However, its power and customisability makes it incredibly time consuming just to learn what Monday can do and how to use it.

setting it up takes a lot of time is really designed to be built from scratch, fully custom.  Although does offer modular templates, these templates don't integrate with each other by default.  If you wish to use multiple templates in your setup in a way that they integrate with each other, you will need to modify them to suit.

This makes building a complete setup a time consuming process.

they just don't get it

Regardless of whether you DIY it or hire a Pro, if the builder doesn't have an intimate knowledge of both the business and it's requirements and the platform, it is highly likely you will end up with a setup that isn't well-suited to your needs - resulting in time and money wasted down the road rebuilding the system.

Here's the analogy. You hire a Lego ( expert who has never seen a car (your business) before and you describe to them what a car looks like and how it works and ask them to build it in Lego. What do you think the end result will look and work like?

money money money!

All of these factors add up to make learning and setting up for your Small Business a prohibitively expensive and very time consuming process.

Until now that is...

Introducing the Kitset

There is a solution that will allow you to quickly and easily determine whether or not is right for your business and implement a complete working setup for your business almost instantly.  

The Solution is our Kitset and these are the key benefits;

Instant Plug-and-Play

Imagine if you could have instant access to a library of complete working kitsets, complete with automations, integrations and dummy data to test and learn with.

Each Kitset would be tailored to a different industry or use case, allowing you to pick the Kitset that is the best fit for your business.

And each Kitset could be installed in your account in minutes, meaning an instant plug-and-play solution that you can start using to manage your business immediately.  Or start learning immediately.

Alternatively, if you are already committed to and need a complete setup for your small business, this would get you up and running instantly, saving you a tonne of time and money.

Lightspeed Learning

With an instant plug-and-play Kitset, it would be much easier to learn how works and figure out if it's the right fit for your business.

Or, if you are already committed to, it would allow you to completely skip the "learn how to set it up" phase and go straight to learning how to get the best results out of the system. Best of all, you can learn while you earn!

And to speed up the learning process even further, we include access to our Fundamentals Course with all of our Kitset Plans.

The Course is tailored specifically to each Kitset, so you know the information in it will be 100% accurate and relevant to your specific needs.

Shared Knowledge & Motivation

Imagine you had access to a micro community that was laser targeted on not just but also your industry.

That way you could share support and knowledge with other users who will often have the very same challenges and questions (and integrated Apps) as you.

Community support like this is vital not just for sharing knowledge but also motivation.

And without motivation, we won't keep learning and improving and we will never reach our goals - no matter how much knowledge we possess.


We can install our Kitset into your account, creating an instant complete working setup that you can use to start running your Small Business almost instantly.

(We are working on more Kitsets tailored for specific industries and use cases.  If you are interested in a Kitset tailor-made for your industry or use-case, please get in touch here).

Our Kitset includes;


Our Kitset works with the Free "Individual" Plan as well as the paid plans.

This means that you don't have to pay a cent for during the testing phase and can upgrade to a Paid Plan when you are ready.


  • Tasks
  • Contacts
  • Companies
  • Jobs & Leads
  • Cashflow Forecast
  • Google Calendar

Each board comes with multiple custom views including;

  • Priority Workload (resource management)
  • Forms
  • Files
  • Maps
  • Kanban
  • Calendar
  • Gantt
aDVANCED Automations

Each board will come with its own set of up to 50 complex and simple automations.

10 integrations

We cannot include integrations in the Kitset as the Integrations need to access other Apps that only you have access to.

However, we are happy to add integrations to your Kitset for a reasonable fee.  See below for pricing.


Each Kitset Plan includes a limited amount of 1-on-1 Support per month. 

Additionally, each Kitset Plan offers a different level of discount on additional 1-on-1 Support per month. 

free online course

Get access to a free online course that explains the fundamentals, philosophy and pros and cons of

Because this course is written for the exact Kitset you will be using, the advice contained within it is 100% accurate and tailored to your needs.


Access to a community that is laser targeted on not just but also your industry. (Coming soon). That way you can share support and knowledge with other users who will often have the very same challenges and questions (and integrated Apps) as you.

articles + tips + UPDATES

Get regular tips, How-to articles and updates delivered fresh to your Inbox via email or Community notification. Kitset Club pricing plans




  • Includes 1 hour of Support each month
  •  Additional Support $59.99/hour.
  • Free Access to Fundamentals Online Course
  • Private Micro Community Membership
  • Exclusive Members-Only Content & Deals
  • Ability to earn $ on our Affiliate Program



  • Includes 2 hours of Support each month (= $54.99/hour)
  •  Additional Support $57.99/hour
  • Free Access to Fundamentals Online Course
  • Private Micro Community Membership
  • Exclusive Members-Only Content & Deals
  • Ability to earn $ on our Affiliate Program



  • Includes 4 hours of Support each month (= $49.99/hour)
  •  Additional Support $57599/hour
  • Free Access to Fundamentals Online Course
  • Private Micro Community Membership
  • Exclusive Members-Only Content & Deals
  • Ability to earn $ on our Affiliate Program


I'm Patrick Fallon

And I am totally obsessed with Apps for Small Business.  

I have spent I-don't-know-how-many-hours over the past 20 years or so researching, installing and mastering various digital systems for both my own businesses and those of my clients.

Now, I have made it my mission in life to help Small Biz Owners just like you to save time, money and sanity with better digital systems.  And I have created quite an arsenal of secret weapons to help me (and you) achieve this lofty goal.

These include our Awesome App Database, Curated Plug-and-Play App Collections, a variety of Free and Paid Online Courses, One-on-One Coaching and our Squadron Private Community...and if this isn't enough for you, we have some absolutely game-changing gizmos being released very soon...

As you can probably tell by now,I have some pretty big plans.  But if I'm going to pull half of them off, I'm going to need your help.  After all, both Apps and People work better together.

So, I would love it if you would join in the conversation over at our Squadron Community or roll up your sleeves and get your hands dirty with our App Database, Online Courses and other features.

Patrick Fallon,

Chief Bottle-Washer at BotSquad


Money Back Guarantee

What Are You Waiting For? 

There's absolutely NO RISK with our 30-day Money Back Guarantee.

If after 30 days you are not satisfied with the product, we will work with you to solve the problem.  

If we are unable to solve the problem or find a satisfactory workaround for you, we will refund 100% of your last monthly payment.