Browse categories
Explore
Fiverr Pro
English
$
USD
I will setup monday CRM for real estate agencies, monday com CRM, monday CRM automation
About this Gig
Is your CRM disorganized, leads slipping through the cracks, or your team wasting time on repetitive tasks? I will build and optimize your monday com system to centralize your leads, clients, sales pipeline, tasks, and workflows helping you save time, improve follow-ups, and keep your business organized.
I can help with:
- monday CRM setup & customization
- Sales pipeline & lead management
- Custom boards, fields, views & dashboards
- Workflow & CRM automation
- Lead follow-ups, reminders & notifications
- Project & task management
- Zapier & Make.com integrations
- HubSpot and other CRM integrations
- Data organization & migration
- Business workflow optimization
You won't just get a basic monday.com board. I'll structure the system around your actual business process so your team can easily track what matters and know what needs attention.
Whether you're starting from scratch, improving an existing monday CRM, or connecting monday.com with other tools, I'll help create a clean, practical, and scalable system.
Message me before ordering with your current workflow and what you want to achieve. I'll help you determine the right setup for your needs.
Software:
Monday
Industry:
Construction
•
Food & beverage
•
Real estate
Other Software Management Services I Offer
FAQ
Can you work with my existing monday.com account?
Yes. I can work with an existing workspace and improve, reorganize, or rebuild your current CRM without requiring you to start from scratch.
Can you build the CRM based on my current business process?
Absolutely. I can review your current workflow and structure the CRM around how your team actually handles leads, clients, sales, projects, and follow-ups.
Can you migrate my existing data into monday.com?
Yes. I can help organize and migrate existing data from spreadsheets or other supported sources. The exact scope depends on the size and structure of your data.
Can you connect monday.com with the tools I already use?
Yes. I can set up integrations with supported platforms such as Zapier, Make, HubSpot, and other tools depending on the workflow and integration requirements.
Can you automate a specific workflow I already have?
Yes. If you have a repetitive process you want to automate, send me the current process and the desired result before ordering so I can confirm the best approach.
Will you explain how to use the system after setup?
Yes. Standard and Premium packages include guidance so you can understand the setup and use the system confidently after delivery.
What do you need from me before you can start?
I normally need access to the relevant monday.com workspace, a clear description of your workflow, the information you want tracked, and details of any integrations or automations you want included.
