I will set up monday com CRM, automate workflows, create dashboards
Monday CRM, GoHighLevel Virtual Assistant and Bulk SMS Expert
About this Gig
Is your Monday.com workspace disorganized, full of manual tasks, or missing the CRM workflows your business needs?
I will set up and customize your Monday.com CRM, project management boards, dashboards, and workflow automation to help you manage leads, track projects, and organize your business operations.
WHAT I CAN DO FOR YOU
- Monday.com CRM setup and customization
- Sales pipeline and lead management
- Monday.com workflow automation
- Project management boards and task tracking
- Custom dashboards and KPI reporting
- Automated reminders and follow-ups
- Monday.com forms and board views
- Zapier and Make.com integrations
- API integrations for supported tools
- Workspace optimization and training
LET US GET STARTED
Message me with your business requirements, current Monday.com setup, and the tasks you want to automate.
Please contact me before ordering complex integrations or a complete CRM implementation.
Software:
Monday
My Portfolio
FAQ
Can you set up Monday.com as a CRM?
Yes, I can configure boards, sales pipelines, contact tracking, deal stages and follow-up workflows for your CRM needs
Can you automate repetitive tasks?
Yes, I can configure Monday.com automations for status updates, notifications, reminders and task assignments, depending on your plan and requirements
Can you create custom dashboards and reports on Monday?
Yes, I can create dashboards to track sales performance, project progress, team activities, tasks, and key performance indicators
Can you integrate Monday.com with other tools?
Yes, I can help connect supported tools through native integrations, Zapier or Make.com, depending on the integration requirements
Can you fix or improve an existing Monday.com workspace?
Yes, I can review your current workspace and help reorganize boards, improve workflows and configure additional automations
What can you do with Monday.com?
I can set up Monday.com CRM, sales pipelines, project management boards, dashboards, task tracking, forms, and workflow automation
Can you build a Monday.com CRM from scratch?
Yes, I can build a CRM with custom boards, contact management, lead tracking, sales stages, and dashboards based on your business needs

