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English
$
USD
I will setup workflow project management in monday, clickup, trello, slack and airtable
You Provide The Vision, I Provide The Solution
I hold a Bachelor’s degree in Business Information Systems and am interested in enhancing the operational efficiency of businesses. I work on workflows and automation aimed at simplifying and structur...
About this Gig
Is your Monday.com workspace messy, confusing, or not giving you the results you expected?
I help businesses turn Monday.com and Monday CRM into a clean, structured, and automated system that actually supports sales, project management, and team collaboration.
I specialize in Monday CRM setup, sales pipeline design, workflow automation, and integrations that eliminate manual work and improve visibility across your team.
What I Can Do for You:
- Complete Monday.com / Monday CRM setup
- Sales pipeline, lead tracking & deal stages
- Board customization & dashboard creation
- Workflow automation (Monday automation, Zapier, Make.com)
- CRM system design & optimization
- Forms, email & tool integrations
- Task management & project structuring
I don't just set up boards.
I build structured systems with logical workflows, automation, and scalability in mind.
Whether you need Monday Sales CRM, project management setup, or advanced automation, I'll design a system tailored to your business model.
Message me before ordering so we can plan the right solution for your business.
Software:
Monday
FAQ
Do I need a Monday.com account before ordering?
Yes. You’ll need an active Monday.com account. If you’re unsure which plan is right for your CRM or automation needs, I can guide you before we begin.
What do you need from me to get started?
I’ll need access to your Monday workspace (as admin), a clear explanation of your business process, and your goals (sales pipeline, lead management, project tracking, etc.).
Can you set up Monday CRM for sales pipelines and lead tracking?
Absolutely. I specialize in Monday CRM setup including sales pipelines, deal stages, lead tracking, contact management, and reporting dashboards.
Do you provide Monday automation and integrations?
Yes. I create advanced Monday automation and can integrate with tools like email platforms, forms, payment systems, Make.com, Zapier, and other third-party apps.
Can you optimize or fix my existing Monday boards?
Yes. If your current Monday.com workspace feels messy or inefficient, I can restructure, clean up, and optimize it for better workflow automation and scalability.
Do you provide training or support after setup?
Yes. I can provide walkthrough guidance so you and your team understand how to use the system efficiently. Support options can also be discussed.
How long does the setup take?
Delivery depends on complexity. A simple Monday board setup may take up to 3 days, while advanced CRM automation and integrations may take longer.
Why should I message you before placing an order?
Every business workflow is different. Messaging first ensures we define the right scope, automation level, and integrations so you get exactly what you need.
