Browse categories
Explore
Fiverr Pro
English
$
USD
I will setup monday crm, automate monday com workflows and sales pipeline
Senior App Website Tester
I am a Senior App and Website Tester with 7 years of experience helping businesses launch bug-free digital products. I specialize in manual and automated testing for websites, web apps, and mobile app...
About this Gig
Is your monday CRM just a messy board instead of a clear sales machine?
I will setup or fix your monday CRM so you can track leads, deals and clients in one clean, automated system.
What I can do for you:
- Design a simple, scalable monday CRM (Leads Deals Clients)
- Create boards, columns, views and dashboards tailored to your sales process
- Build smart automations for reminders, handoffs, follow-ups and SLAs
- Connect forms, email and tools via Make, Zapier or n8n (where needed)
- Import your existing data and clean up your current boards
Tools I work with: monday CRM, Make, Zapier, n8n, Gmail, Outlook, Slack and more.
Why work with me:
Fully based GMT-friendly support
Experience building CRM systems for agencies, coaches and B2B teams
Clear documentation or walkthrough video so your team can use it instantly
Send me a message before ordering with a short note about your sales process and tools, and Ill recommend the best package for you.
Software:
Monday
Other Software Management Services I Offer
FAQ
What do you need from me to get started?
I need access to your monday com account, a short description of your sales process, any existing boards you want to keep, and a list of tools you want integrated (email, forms, Slack, etc.).
Can you migrate my existing CRM into monday com?
Yes. I can import data from spreadsheets or other CRMs (HubSpot, Zoho, Pipedrive etc.), clean basic fields, and map it into your new monday CRM structure. Complex migrations may require a custom offer.
Do you only work with monday CRM?
his gig focuses on monday CRM, but I also work with HubSpot, Zoho and other CRMs using Make, Zapier or n8n automations. If you need multi-CRM workflows, please contact me for a custom package.
Will you train my team?
Yes. Premium includes a live training session or detailed loom videos. For Basic and Standard, I provide a short walkthrough so everyone can use the system confidently.
Is my data safe?
Absolutely. I only access the minimum permissions needed, and you can remove my access as soon as the project is complete. No credentials are stored outside Fiverr.
