I will setup monday crm workspace architecture automation build out monday dashboard

Nigeria

I speak English

Project management specialist

I help businesses, agencies, and entrepreneurs transform chaos into clarity by building powerful, fully customized project management systems on ClickUp, Monday.com, Asana, Notion, and more.
About this Gig

Your Monday.com workspace is only as useful as its structure. Most CRMs fail not because Monday can't do the job, but because the boards, automations, and dashboards were never built to match how the team actually works.

I build Monday CRM workspaces from scratch the full architecture, not just a board with some columns on it.


What I set up:

  • Workspace architecture: folders, boards, groups, and item structure
  • Monday CRM setup with stages, statuses, and field
  • Monday automation for lead assignment, status changes, deadline alerts, and follow-up reminders
  • Custom Monday dashboard showing pipeline value, deal stages, team workload, and activity in real time
  • CRM automation connecting forms, email, and any third-party tools
  • Project management boards
  • Contact and account boards linked to your deal pipeline
  • Custom fields and formulas for deal value, close probability, and pipeline forecasting
  • Views by owner, stage, and priority
  • Data migration from spreadsheets or another CRM into the new Monday structure, with fields mapped correctly


Message me before ordering so I can scope this to your actual workflow.

Industry:

Business services & consulting

Nonprofit

Real estate

Software:

Monday

My Portfolio