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Fiverr Pro
English
$
USD
I will setup monday crm, sales pipeline and workflow automation
Web Developer, Wordpress, Shopify, Gohighlevel, Ecommerce and Automation
I’m a full stack developer specialising in Wordpress, Shopify, React, Node.js, e-commerce and business automation. I build fast, responsive and converting websites that help businesses attract custome...
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
I will set up or improve your monday CRM so your team can track enquiries, manage sales pipelines and automate repetitive work.
Depending on your package, I can help with:
- Leads, contacts and deals boards
- Custom columns, sales stages and linked records
- Lead forms and supported website integrations
- Lead assignment, task creation and follow-up reminders
- Workflow automation and broken automation fixes
- monday dashboards for pipeline and overdue activity
- Supported Make or Zapier integrations
New to monday.com? I can build around your sales process. Already using it? I can review the agreed problem and improve the relevant boards or workflows.
Your agreed setup will be tested with sample records, with a short handover guide included.
AI lead categorisation or summaries can be quoted separately where supported. Features depend on your monday product, plan and usage limits. Subscriptions, AI credits and third-party fees are not included.
Message me with your monday plan, current challenge and desired workflow before ordering.
Industry:
E-Commerce
•
Medical & pharmaceutical
•
Real estate
Software:
Monday
My Portfolio
Other Software Management Services I Offer
FAQ
I’m new to monday CRM. Can you organise the setup for my business?
Yes. kindly share how you collect enquiries, manage contacts and move deals towards a sale. I will configure the agreed boards, fields, pipeline and automations around that process.
My boards are confusing and some automations have stopped working. Can you fix them?
Yes. I can inspect the relevant triggers, conditions, board connections, permissions and usage limits. The Basic package covers one agreed issue; a wider cleanup requires a larger scope.
Can website enquiries enter monday CRM automatically?
Yes, through monday forms or a supported integration. Send your website, form tool and required fields so I can confirm the connection. Custom APIs and two-way synchronisation require a separate quote.
My contacts are in Excel or another CRM. Can you bring them into monday?
Yes, as a separately quoted import task. Share an anonymised sample, approximate record count and the information you want transferred so I can confirm the mapping and preparation required.
