I will setup monday zoho CRM dashboard quickbook make com automation pipedrive jobber
About this Gig
Your team asks "what's the status on that job right now?" at least five times a day because there's no single dashboard that shows it. Your Zoho CRM has the deal, Jobber has the schedule, and QuickBooks has the invoice, but none of them actually talk to each other or to Monday.com where your team actually works every day.
How I work: I start by figuring out what your team actually needs to see in one place, deal status, job progress, and payment status, then build a central dashboard that pulls from all three systems automatically. Make.com handles the data flow behind the scenes so nobody has to manually update anything ever again.
What you get:
- Monday.com dashboard setup pulling from all your tools
- Zoho CRM setup & pipeline automation
- QuickBooks invoicing synced to job and deal status
- Make.com workflows connecting your entire stack
- Pipedrive sales pipeline automation
- Jobber job scheduling & dispatch automation
- Custom reporting so your team stops asking and starts seeing
Also comfortable with: Zapier, HubSpot, Salesforce, Xero, Slack, Claude AI and Notion.
Tell me what your team keeps asking about that they shouldn't have to I'll build the dashboard that answers it.
Software:
Zoho
Industry:
Business services & consulting
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Real estate
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Software
FAQ
My Services
Monday.com dashboard setup Zoho CRM setup QuickBooks automation Make.com automation Pipedrive automation Jobber setup business dashboard creation real-time dashboard automation CRM dashboard integration cross-platform dashboard Monday.com automation expert Zoho virtual assistant
My Services
job tracking dashboard sales & finance dashboard field service dashboard setup custom reporting automation operations dashboard specialist service business automation dashboard automation expert Pipedrive virtual assistant business intelligence automation
Can the dashboard pull data from Zoho, Jobber, and QuickBooks all at once?
Yes, that's exactly what Make.com automation handles, pulling live data from all three into one Monday.com view.

