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English
$
USD
I will setup monday CRM automation notion workspace dashboard for project management
Nigeria
I speak Icelandic, Hungarian, Luxembourgish, English, Spanish, Turkish, Portuguese, Croatian, Ukrainian, Irish, Georgian, Italian, Thai, Chinese, Romanian, Arabic, Polish, Dutch, French, Bulgarian, Danish, Czech, Finnish
9 orders completed
Your Success Is My Top Priority
Hi, I’m Tia, a CRM and business automation specialist helping businesses streamline operations, automate workflows, and scale faster. I continuously improve my skills to build systems that solve real ...
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
Disorganized projects, scattered client info, and missed follow-ups slow your business down and cost you deals every day without a proper system means more time lost and more opportunities slipping through the cracks.
I'm a CRM and workflow automation expert, and I'll set up Monday CRM automation or a Notion template and dashboard so your business runs on one clean, organized system instead of scattered spreadsheets and sticky notes.
WHAT I OFFER:
- Notion CRM Setup
- Monday.com CRM Setup
- Custom CRM Workspace
- CRM Customization
- CRM Migration & Data Import
- Sales Pipeline Setup
- Lead Management System
- Contact Management
- Client Database Setup
- Client Onboarding System
- Project Management Workspace
- Task Management System
- SOP Documentation System
- Business Dashboard
- Workflow Automation
- Make.com / Zapier Integration
- Custom Notion Templates
- Workspace Optimization
Your competitors are already running organized, automated systems that save them hours
Still managing yours off scattered notes and spreadsheets? That's time and money you're leaving on the table every single day.
Why not Order now, or send me a message and let's build the right system for your business to actually scale.
Software:
Monday
My Portfolio
Other Software Management Services I Offer
FAQ
I already have client data in spreadsheets can you help migrate it?
Yes, I can migrate your existing contacts, deals, and project data into your new system so you're not starting from zero.
I keep losing leads because I forget to follow up how does this help?
A CRM tracks every lead automatically, showing you exactly who needs follow up and when, so nothing depends on your memory. This alone is often the single biggest reason businesses see more closed deals after setup.
What if my team is already using Monday.com for projects, not CRM?
That's actually the easiest setup I'll add CRM boards and pipelines that work alongside your existing project boards, so you're not managing two separate systems.
Do I need to already have a Monday.com or Notion account?
No if you don't have one yet, I'll guide you through creating it, including picking the right plan for your team size and budget.
Can you build a custom Notion planner alongside my CRM?
Yes I can add a planner or task tracker connected to your CRM database, so your client work and daily tasks live in the same system instead of scattered across separate tools.
Can you integrate my Monday or Notion CRM with other tools I use?
Yes, within reason I can connect your system to tools like Zapier or Make for things like form submissions or notifications. If you need integration with a specific platform, message me first so I can confirm it's something I can build.
My business runs on a kanban board style workflow can you replicate that?
Yes both Monday and Notion support kanban style boards, and I'll set yours up to match the visual workflow you're already used to, just more organized and automated.
Will I be able to manage the system myself after you're done?
Yes I build systems meant to be used without needing me for every small change, and I can include a short walkthrough so you're confident managing it going forward.
How long does setup usually take?
Most standard setups are completed within the delivery time listed in your package, but this can vary based on how much data migration and customization is involved I'll confirm a realistic timeline with you before starting.
