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Fiverr Pro
English
$
USD
I will set up monday com CRM and automate your workflow
About this Gig
Still running your projects out of spreadsheets, sticky notes, or endless email threads? I set up monday com workspaces, CRM pipelines, and automation workflows for creative agencies, marketing teams, and remote businesses so your team finally has one place to manage everything.
What I Build For You
- Custom boards and workspace architecture
- Monday CRM setup with sales pipelines and deal stages
- Automation rules to eliminate repetitive manual tasks
- Dashboards with real-time project and sales visibility
- Team roles, permissions, and notification setup
- Make.com and Zapier integrations
- Calendar, timeline, and Kanban view configuration
- API and webhook connections for advanced setups
- SOP documentation so your team can self-manage
Who I Work With
Marketing agencies, creative studios, remote teams, consultants, real estate businesses, e-commerce operators, and any team that needs structure without the chaos.
Message me before ordering a 5-minute chat saves us both time and gets you a bett
Software:
Monday
Other Software Management Services I Offer
FAQ
Do I need to already have a monday.com account?
Yes, an active monday.com account is required. Any plan works — Free, Basic, Standard, Pro, or Enterprise. If you're unsure which plan fits your needs, message me first and I'll recommend the right one before you commit.
What information do you need to start?
I need admin access to your monday.com workspace, a description of your business or team, your workflows or processes, and any tools you want me to connect (Zapier, Make.com, Gmail, Slack, etc.). The more detail you share, the better the result.
Can you set up monday.com CRM from scratch?
Yes. I build full monday CRM systems including lead pipelines, contact management, deal stages, automations, and dashboards. If you're moving from another CRM like HubSpot or Zoho, I can help you map the migration too.
Can you connect monday.com to other tools I already use?
Absolutely. I integrate monday com with Gmail, Outlook, Slack, Google Drive, Zapier, Make.com, Calendly, Stripe, Typeform, and many other platforms. Tell me what tools your team uses and I'll build the connections.
Will you show my team how to use the system after delivery?
Yes. Every delivery includes a recorded Loom video walkthrough. The Premium package also includes SOP documentation. Zoom training calls are available as a gig extra for teams that need live onboarding.
What if I already have a monday.com setup but it's messy?
No problem, I offer workspace audits and rebuilds. If your current boards are disorganized or your automations aren't working, I'll clean everything up, restructure it, and document how it works going forward.
How long does setup take?
Basic board setups take 1–2 days. Standard CRM and automation builds take 3–4 days. Full workspace builds take 5–7 days. Complex or multi-department setups may take slightly longer — I always confirm the timeline before starting.
Do you offer ongoing support after the project is done?
The Premium package includes 30 days of post-delivery support. For other packages, ongoing support is available as a gig extra. Many clients come back for add-ons or adjustments as their business grows — I'm always available.
