Our agency will setup workflow project management in monday com monday crm clickup monday com

Transforming Businesses with Strategic Digital Marketing
Level 2
Has met high performance criteria and has a proven track record for meeting client expectations.
About this Gig
Are your tasks scattered, follow-ups missed, and team productivity slowing down?
I'll help you organize, automate, and scale your business with a fully customized workflow system built in Monday.com, Monday CRM, or ClickUp designed exactly for how you work.
Whether you're a startup, agency, eCommerce brand, or growing team, I'll turn chaos into clarity.
I'm Sam, a certified Project Manager expert with a deep understanding and proven track record in setting up efficient CRM and project management tools like Monday CRM, Asana, Clickup, Trello, Slack, Dubsado, and Hubspot, & Pipedrive.
My services include:
- Account setup
- Workflow Automation
- Board customization
- Integration
- Contact/Leads Management
- Form setup
- File Attachments
- Tasks alignment and Schedules and More...
Why Choose Me?
- Ongoing support available
- Clear communication & fast delivery
- 5+ years of expertise in project management & automation
Message me before ordering so I can understand your business and recommend the best structure for you.
Portfolio
FAQ
Do you offer CRM setup or only project management?
I offer both. This includes CRM pipelines, lead tracking, deal stages, contact management, and full project/task workflows.
Can you customize workflows for my business?
Absolutely. Every setup is 100% custom—no generic templates. Your workflow will be designed specifically around your industry, team size, and goals.
Can you automate tasks and processes?
Yes. I set up automations such as: Task auto-assignment Status-based triggers Due date reminders Lead movement in CRM pipelines This saves time and reduces manual work.
Will I be able to use the system easily after delivery?
Yes. I design workflows to be simple, clean, and beginner-friendly. I can also provide a walkthrough or documentation if needed.
Can you fix or optimize an existing setup?
Yes. If your current workflow or CRM is messy or inefficient, I can audit, clean up, optimize, and improve it.
Do you provide support after delivery?
Yes. I offer post-delivery support and can also provide ongoing workflow management as an extra.
Should I message you before ordering?
Yes, please. Messaging first ensures I understand your needs and recommend the right package for the best results.
9 reviews for this Gig
| (8) | ||
| (1) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
K kinglain

United States
Niceeee!!!
Up to $50
Price
3 days
Duration
Helpful?B 
batocesco
Repeat Client

Switzerland
Very professional, very good. thank you
Up to $50
Price
3 days
Duration
Helpful?P planetflanton

United States
I liked Madison very much and I feel that she understood me and what I am trying to project. I look forward to our continued working together.
$100-$200
Price
10 days
Duration
Helpful?L larryhauk
Repeat Client

United States
She is fantastic. She is doing things that will make my business really stand out. I am lucky I found her among all of the choices on her. I would highly recommend her and I know she will do a great job for you.
$50-$100
Price
5 days
Duration

M 
Seller's Response
Helpful?W worktruckguy
Repeat Client

United States
Madison does amazing work!
$100-$200
Price
7 days
Duration
Helpful?
9 reviews for this Gig
| (8) | ||
| (1) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
K kinglain

United States
Niceeee!!!
Up to $50
Price
3 days
Duration
Helpful?B 
batocesco
Repeat Client

Switzerland
Very professional, very good. thank you
Up to $50
Price
3 days
Duration
Helpful?P planetflanton

United States
I liked Madison very much and I feel that she understood me and what I am trying to project. I look forward to our continued working together.
$100-$200
Price
10 days
Duration
Helpful?L larryhauk
Repeat Client

United States
She is fantastic. She is doing things that will make my business really stand out. I am lucky I found her among all of the choices on her. I would highly recommend her and I know she will do a great job for you.
$50-$100
Price
5 days
Duration

M 
Seller's Response
Helpful?W worktruckguy
Repeat Client

United States
Madison does amazing work!
$100-$200
Price
7 days
Duration
Helpful?

