I will setup monday CRM, monday automation, sales pipeline and workflows
About this Gig
Are you struggling with monday CRM, messy leads, missed follow-ups, or manual sales processes?
Im Henry, a Monday CRM specialist helping businesses set up, organize, and automate their CRM so leads, clients, and sales opportunities are easier to manage.
What I can help you with:
- Monday CRM setup
- Monday CRM sales pipeline
- Lead and contact management
- Lead routing and assignment
- Monday automation
- CRM workflow automation
- Follow-up reminders and notifications
- Custom fields and columns
- Monday boards and views
- CRM dashboards and reporting
- Lead capture forms
- Data import and organization
- Workflow optimization
- Make.com and Zapier integration
- CRM troubleshooting and customization
I can build your Monday CRM around your actual sales processfrom capturing a new lead, assigning it to the right person, sending follow-ups, moving deals through the pipeline, and tracking the final outcome.
Whether you are setting up Monday CRM from scratch, improving an existing workspace, or automating repetitive CRM tasks, Ill create a system that fits your business workflow.
Please message me before ordering so I can understand your requirements and recommend the right setup.
Software:
Monday
Industry:
Business services & consulting
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Real estate
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Software
