I will setup monday crm dashboard audit sales pipeline monday crm data migration setup

If your Monday.com CRM feels messy duplicate fields, automations that don't fire, a dashboard that doesn't reflect real numbers the fix usually isn't a rebuild. It's an audit.

I audit existing Monday CRM setups, fix what's broken in the sales pipeline, and migrate data in from wherever it currently lives.

What I do:

Full Monday CRM audit: review boards, automations, fields, and dashboard

Rebuild or restructure the sales pipeline stages

Monday CRM data migration from spreadsheets, HubSpot, Zoho, Salesforce, Podio

Clean up and reorganize existing dashboards

Deduplication of contacts, deals, and records

Fix broken column formulas and mismatched field

Rebuild automations workflows

Monday dashboard

CRM setup

Pipeline setup

CRM migration

Monday automation

CRM cleanup

Data migration

Monday.com expert

Message me with what's currently wrong before ordering so I can scope this accurately.