I will automate workflows and sales processes in monday com CRM and boards

United States

I speak English, French, Spanish, Italian

Creative Web and Mobile App Developer, Powerpoint Expert

Hi, I’m Phillip — a CRM Automation Specialist with a strong focus on streamlining business operations through smart workflows, integrations, and data-driven systems. 🔧 What I can do for you: CRM set...
About this Gig

Are you tired of juggling leads and wasting time on manual tasks?


Let me transform your Monday.com workspace into a powerful automated CRM system so you can focus on closing deals, not chasing spreadsheets.


I specialize in building custom CRM setups, sales pipelines, and workflow automations to help you manage leads, track progress, and make data-driven decisions all in one place.


What You'll Get:

  • Custom Lead Management Pipeline

Tailored boards to manage your entire sales process from first contact to closed deal.

  • Automated Workflows & Notifications

Save hours weekly with automated follow-ups, status changes, and smart alerts.

  • Visual Sales Dashboard

Clear insights with KPIs like deal value, conversion rate, and lead source updated in real-time.

  • Task Prioritization & Delegation

Assign and manage tasks effortlessly across your team for smoother collaboration.

  • Integrations & API Setup (if needed)

Seamlessly connect Monday.com to other tools like Slack, Gmail, HubSpot, Zapier, and more.


Why Work With Me?

  • Monday.com CRM expert
  • Fast delivery & clear communication
  • 100% tailored to your business
  • Post-delivery support included


Contact me today to get started today!

Software:

Monday

Industry:

Business services & consulting

E-Commerce

Software