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I will monday com crm monday setup clickup project management as monday and make expert
Freshworks CRM Automation Expert or Freshsales, Freshdesk, Zendesk and Gorgias
Hi, I am a CRM and customer support automation specialist helping businesses build organized systems for sales, communication, and client management. I specialize in Freshsales, Freshdesk, Freshchat, ...
About this Gig
Need help setting up your monday.com CRM or organizing your project management workflow?
I will setup and customize monday.com CRM, ClickUp and project management systems around the way your business actually works.
What I can setup:
monday.com CRM
monday.com boards and workspace
Sales pipelines
Project management boards
ClickUp workspace setup
Tasks, statuses and custom fields
Workflow automation
Lead and contact management
Dashboards and reports
Forms and lead capture
Notifications and reminders
Team collaboration
Dependencies and deadlines
monday.com integrations
ClickUp automations
Make and Zapier integrations
CRM and workflow optimization
I can build systems for sales teams, agencies, real estate businesses, service businesses and project-based teams.
Whether you are starting from scratch, moving from another platform or need to improve an existing workspace, I will organize your CRM, projects and workflows into a practical system.
Please message me before ordering with your current setup, platform and what you want to build or automate
Software:
Monday
Other Software Management Services I Offer
FAQ
Can you setup monday.com CRM from scratch?
Yes. I can configure your monday.com workspace, CRM boards, pipelines, fields, views and workflows based on your business process.
Can you setup ClickUp too?
Yes. I can configure ClickUp workspaces, spaces, folders, lists, tasks, custom fields and project workflows.
Can you create project management boards?
Yes. I can build project boards with tasks, statuses, deadlines, dependencies, automations and team workflows.
Can you automate monday.com?
Yes. I can create monday.com automations for notifications, task assignment, status changes, reminders, lead management and other repetitive processes.
Can you connect monday.com with other apps?
Yes. I can work with integrations such as Make, Zapier and other supported applications.
Can you improve an existing monday.com workspace?
Yes. I can review your current setup, reorganize boards, improve workflows and optimize your CRM or project management system.
Can you migrate my existing system?
Yes. I can help structure and migrate suitable data from spreadsheets or other project/CRM platforms. Please contact me first for larger migrations.
