Elevate 2025: Product suite - Service

Service for Client Support & Escalations
No credit card needed
Unlimited time on Free plan

Who is this space for?

This space is built for participants of the Elevate Masterclass: How Monday Uses Monday: Leveraging the Full Product Suite. It is one of four spaces created specifically for the Masterclass, offering a hands-on way to explore how monday Service transforms customer support workflows. The space is designed for support agents, customer success managers, IT teams, and anyone looking to streamline service operations and improve client satisfaction. By downloading this space, participants can replicate how the Monday Academy team handles training-related inquiries, tracks tickets, and escalates bugs directly into Dev. It demonstrates a practical setup for ticket intake via forms, centralized tracking, and automated updates, all connected seamlessly to CRM and Dev.

What problem does it solve?

Customer service often breaks down when tickets are handled in email threads, agents lack visibility into client history, or escalations are delayed. This Service space solves those challenges by centralizing ticket management, linking issues directly to CRM accounts, and automating escalations to Dev when technical support is needed. Instead of working across disconnected tools, support agents can see every client’s history in one place, communicate internally, and provide faster, more accurate responses. In the Elevate Masterclass, this space showcases how the Monday Academy team manages training support requests, ensures proper handoffs, and maintains accountability across multiple teams.

What are the benefits of your space?

The Service space highlights how monday.com enables proactive, transparent, and efficient client support. Benefits include:

  • Centralized ticket intake via forms, ensuring no request is missed.
  • Automated assignment and prioritization of incoming tickets.
  • Full context by linking each ticket to CRM contacts and accounts.
  • One-click escalations to Dev for bugs or technical issues.
  • Real-time visibility into ticket progress and resolution.
  • AI-powered responses to reduce repetitive work and improve resolution time.
  • A practical demonstration of Service as part of an integrated product suite.

By using this space, participants will see how monday Service can replace fragmented ticketing tools and create a connected support ecosystem that improves both team efficiency and client experience.

Best for
Leadership
SMB
Operations
IT
Customer Success
Sales & CRM
Integrates with
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