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Fiverr Pro
English
$
USD
I will set up monday com CRM project management automation expert
About this Gig
Spreadsheets break. Emails get lost. Tasks fall through the cracks.
I help businesses set up and automate Monday CRM and project management so your leads, projects, and team communication stay organized, visible, and scalable without stress or manual work.
This gig is not just about setup. I design a working CRM and workflow system tailored to how your business actually runs.
What I do for you:
- Monday CRM setup & customization
- Sales pipelines, leads, deals & contacts
- Project & task management boards
- Custom workflows & automations
- Status updates, notifications & follow-ups
- Dashboards, reports & KPIs
- Client onboarding & SOP boards
- User roles & permissions
- Data migration & cleanup
- Integrations with Gmail, Outlook, Slack, Zoom
- Zapier, Make & n8n automation
I also work with Close CRM, SAP Sales Cloud, Pipedrive, and Bigin by Zoho CRM, helping you streamline sales and automate operations across platforms.
By combining Monday CRM with Monday project management and automation, I remove repetitive work and ensure every task, follow-up, and update happens automatically.
Youre not hiring a freelancer youre hiring a Monday.com CRM and automation expert who builds systems that scale
Software:
Monday
Industry:
Architecture & interior design
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Art & design
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Education
My Portfolio
FAQ
Will this work scale as my business grows?
Yes, monday.com + monday CRM + n8n automations are designed to scale. I build with flexibility and modularity, so you can add more boards, automations, and integrations over time.
What if I already have data or leads in another CRM?
I handle migration, importing CSV, spreadsheets, or syncing with current CRM systems. All your data can be moved into monday CRM without loss.
Do you support integrations beyond monday and n8n?
Absolutely. I integrate with Make.com, Zapier, Google Sheets, Slack, Airtable, email, webhooks, APIs, and many more tools. Just tell me what apps you need.
Can you train my team to use the setup?
Yes, Premium includes training and documentation. I’ll guide your team through dashboards, automations, boards, and best practices.
How do we get started?
First, send me your process flow, existing tools, and what you want to automate. I’ll review and recommend the best plan (Starter, Standard, Premium) and we proceed
Do you provide support or fixes after delivery?
Yes, minor tweaks and bug fixes are included within the revision period. For longer-term maintenance, we can setup a support add-on.
Can this work for sales, operations, or teams?
Yes, monday CRM and project management work for all departments.
Can you automate repetitive tasks?
Absolutely — automation is a core part of this service.
