I will setup monday CRM automation ai workflow for construction sales and projects
Mondaycom CRM and Workflow Automation Specialist
About this Gig
A promising construction enquiry lands in your inbox. Days later, the estimate is still unassigned, the follow-up lives in someones memory, and your project team cannot see what happens next.
I build monday CRM automation for construction contractors so leads, estimates and project handoffs move through one structured system.
Depending on your package, I can create:
- Lead, contact and deal boards
- Construction-specific pipeline stages
- Owner, deadline and follow-up automations
- Connected boards and dashboards
- Website or form intake
- Won-deal handoff into preconstruction
- n8n, Make, Zapier, Gmail or calendar connections
- Duplicate, error and exception tracking
- Testing, documentation and team training
My work begins with your actual process: where enquiries arrive, who qualifies them, how estimates are prepared and what must happen before a job becomes an active project. AI may summarize supplied information, but it will not approve budgets, promise dates or replace staff decisions.
Subscriptions, custom APIs, data migration and accounting integrations require scope review.
Message me before ordering so I can inspect your boards, workflow and monday.com plan.
Software:
Monday
FAQ
Can you build my monday CRM from scratch?
Yes. I can configure the boards, fields, pipeline stages, automations and dashboards included in your package.
Is this only for construction companies?
The gig is designed for contractors and closely related trades. Other businesses require workflow review before ordering.
Can you connect my website form?
Yes. Standard includes one intake source. The method depends on your website, form tool and monday.com plan.
Will you provide documentation?
Yes. Every package includes handoff notes; Standard and Premium include training.
Can you guarantee more sales?
No. The system improves process visibility. Results still depend on lead quality, team adoption and response discipline.

