I will setup monday crm monday com clickup project management as monday and make expert
Gig Summary
Automation, CRM, AI systems with Gohighlevel, Monday, Zoho One
Level 2
Has met high performance criteria and has a proven track record for meeting client expectations.
What people loved about this freelancer
zerosixart_

Australia
Return customer, Samuel always goes above and beyond no matter how difficult the task, will be back again, couldn't recommend enough. 10/10
yourfunds

United States
The amount of work that was involved for this project was considerable, and he stuck through it all throughout the time and it’s much appreciated for the level...
tmt003

Australia
Samuel has been fantastic to work with. Very flexible, great communication and has a great understanding ok Monday.com and Make.com integrations. Will definitely continue working with him.
matthew_shuker

United Arab Emirates
Sam is my go to for aything Monday related. Quick, efficient, great comms, skillful. Has fixed all issues with Monday when the automations stop working.
robinator95

Netherlands
Samuel helped me really well, did even some small catch-up to catch up on the scope and needs of the product. highly recommend for automations.
About this Gig
Need a monday.com system that runs your business, not just stores tasks? I'm a monday expert and monday consultant with 4+ years and 200+ projects delivered, building workflow automation that saves teams hours every week.
What I build:
- Monday CRM setup & sales pipeline: leads, deals, follow-ups and monday CRM automation
- Project management: boards, kanban, timeline, forms and dashboard customization
- Monday automation & integrations: make.com, Zapier, Gmail, Outlook and calendar integration
- monday AI: AI agents, AI blocks, Sidekick and monday vibe custom apps
- ClickUp setup and ClickUp project management consulting
Why clients choose me:
- Monday automation built around how your team actually works
- Make.com scenarios that connect monday.com to your other tools
- Clear training videos so your team uses the system
- Return clients across construction, real estate, manufacturing and agencies
Whether you need one board fixed or a full system, you get a monday expert who thinks about your business first, then the tools.
Message me as your monday consultant and let's map out your setup.
Software:
Monday
My Portfolio
FAQ
Do you work with monday AI agents and monday vibe?
Yes. I set up monday AI agents, AI blocks and Sidekick, and build custom apps on monday.com with monday vibe. As a monday expert, I make sure the AI does real work for your team, not just looks good.
Which package should I choose for my monday.com setup?
Choose Basic if you need one board built or fixed. Choose Standard for a full workflow with a dashboard and one make.com scenario. Choose Premium for a complete system with AI. Not sure? Message me as your monday consultant.
What do you need from me to get started?
A short description of your process, who will use the system, and access to your monday.com account. If your monday CRM needs integrations, I will also need access to those tools.
Can you set up Monday CRM for my sales team?
Yes. As a monday expert, I build Monday CRM pipelines for leads, deals, contacts and follow-ups, with monday automation for reminders and status changes so no deal slips through.
Can you connect monday.com to my other tools with make.com?
Yes. I use make.com to connect monday.com with Gmail, Outlook, Google Calendar, Xero, booking tools, forms and more. If a native integration works better, I will recommend that instead.
Can you fix my existing monday.com account?
Yes. I review your boards and monday automation, find what is broken or messy, and clean it up. Many clients come to me when their automations stop working.
Do I need a paid monday.com or make.com plan?
Most builds need a paid monday.com plan, and make.com scenarios run on your own Make account. I will tell you which plan fits before we start, so there are no surprises.
Do you build project management systems in monday.com?
Yes. I build project management workflows with boards, kanban, timelines, dashboards and forms for agencies, construction, manufacturing and service teams.
Will you train my team on the new system?
Yes. Every package includes a video walkthrough, and Premium includes a live team training call. As your monday consultant, I want your team using monday.com with confidence.
Do you also work with ClickUp or GoHighLevel?
Yes. I do ClickUp setup, ClickUp project management and GoHighLevel setup. monday.com is my main focus, and I can connect it to these tools using make.com.
106 reviews for this Gig
| (99) | ||
| (5) | ||
| (0) | ||
| (0) | ||
| (2) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
T tyoneharrison

United Kingdom
Ongoing collaborationSam is really good at his job of understanding CRMs. He’s helped us develop systems which i simply could not have done without him.
$50-$100
Price
1 day
Duration
Helpful?M 
mike_maglish

United States
Samuel was great to work with! He helped get our AIRTABLE software up and running for HR purposes, and even trained me. Great Job Samuel!
$200-$400
Price
2 weeks
Duration
Helpful?J jennybrowntz

United Kingdom
Great knowledge & very professional throughout.
$200-$400
Price
7 weeks
Duration
Helpful?A ailin212

United States
Ongoing collaborationWorked quickly and resolved our issues. I'd recommend working with Samuel on the Monday platform
$200-$400
Price
4 days
Duration
Helpful?B 
bobbyculpepper

United States
Ongoing collaborationamazing as always
$50-$100
Price
1 day
Duration
Helpful?
106 reviews for this Gig
| (99) | ||
| (5) | ||
| (0) | ||
| (0) | ||
| (2) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
T tyoneharrison

United Kingdom
Ongoing collaborationSam is really good at his job of understanding CRMs. He’s helped us develop systems which i simply could not have done without him.
$50-$100
Price
1 day
Duration
Helpful?M 
mike_maglish

United States
Samuel was great to work with! He helped get our AIRTABLE software up and running for HR purposes, and even trained me. Great Job Samuel!
$200-$400
Price
2 weeks
Duration
Helpful?J jennybrowntz

United Kingdom
Great knowledge & very professional throughout.
$200-$400
Price
7 weeks
Duration
Helpful?A ailin212

United States
Ongoing collaborationWorked quickly and resolved our issues. I'd recommend working with Samuel on the Monday platform
$200-$400
Price
4 days
Duration
Helpful?B 
bobbyculpepper

United States
Ongoing collaborationamazing as always
$50-$100
Price
1 day
Duration
Helpful?

