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Fiverr Pro
English
$
USD
I will set up monday com and clickup CRM workflows and automations
Streamlining messy workflows into powerful systems
I help startups, service businesses, solopreneurs, agencies, and factories turn messy workflows into clear, organized business systems. I’ve worked with 200+ clients across different industries to imp...
Level 2
Has met high performance criteria and has a proven track record for meeting client expectations.
About this Gig
Need a monday.com CRM or ClickUp CRM that gives you a clear system for leads, clients, projects, tasks, and follow-ups?
I will build, organize, or optimize a professional monday.com or ClickUp CRM system for your business.
This gig is ideal for agencies, studios, consultants, service businesses, real estate teams, sales teams, coaches.
Your setup can include:
- CRM pipelines for leads, clients, deals, or projects
- monday.com boards or ClickUp Spaces, Folders, and Lists
- Custom statuses, fields, tags, priorities, and assignments
- Lead capture forms and client onboarding workflows
- Native monday.com or ClickUp automations
- Sales pipeline and follow-up tracking
- Dashboards, reports, KPIs, and workload views
- Task management and project delivery workflows
- Templates, recurring tasks, permissions, and notifications
- CRM cleanup, troubleshooting, migration, and optimization
My goal is to create a practical CRM and workflow system that saves time, improves visibility, and helps your team manage every lead, client, and project from one place.
Software:
Monday
Industry:
Business services & consulting
•
E-Commerce
•
Real estate
Clients I’ve worked with
Stylewise Direct Limited
Built a complete Notion CRM and operations system with Make com automations to manage clients, orders, tasks, follow-ups, documents, and team workflows. Automated data entry, notifications, status updates, and reporting to create one centralized and efficient business system.
Dec 2025
My Portfolio
FAQ
1. Do you work with both monday.com and ClickUp?
Yes. I can build or improve a complete CRM, project management system, workflow, dashboard, or automation in either monday.com or ClickUp.
2. Is the gig for both platforms together?
The listed packages cover one platform: monday.com or ClickUp. If you need systems built in both platforms, message me for a custom offer.
3. What is included in the $10 package?
The $10 package covers one small monday.com or ClickUp task, adjustment, fix, field, view, board, list, or simple automation. Please message me before ordering.
4. Can you build a complete monday.com CRM?
Yes. I can create your monday.com CRM with lead pipelines, client boards, custom columns, forms, automations, dashboards, reporting, task assignments, and follow-up workflows.
5. Can you build a complete ClickUp CRM?
Yes. I can configure ClickUp Spaces, Folders, Lists, custom statuses, Custom Fields, forms, automations, dashboards, templates, tasks, and client management workflows.
6. Can you create CRM workflow automations?
Yes. I can build monday.com or ClickUp automations for lead assignment, follow-up reminders, status changes, notifications, task creation, client onboarding, and project handoffs.
7. Can you build dashboards and reports?
Yes. I can create CRM dashboards for leads, sales, deals, client status, project progress, team workload, overdue tasks, revenue tracking, and other KPIs supported by your platform.
8. Can you improve an existing CRM workspace?
Yes. I can audit, clean up, reorganize, troubleshoot, and optimize an existing monday.com or ClickUp workspace without rebuilding everything from scratch.
9. Do you provide training after the setup?
Yes. I can provide a live training session or recorded system walkthrough showing your team how to use the CRM, workflows, dashboards, automations, and templates.
10. Can you create a custom CRM package for my business?
Yes. Send me your current process, team size, platform, required workflows, and desired automations. I will review the scope and send you a custom offer.
