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Fiverr Pro
English
$
USD
I will do monday CRM setup, board automation, forms, and sales pipeline integration
About this Gig
Are your sales and operational teams struggling to keep track of leads, deals, and client communication inside monday.com?
I design, customize, and automate high-performance monday CRM workspaces. Whether you are moving over from rigid legacy software, setting up multi-stage deal boards from scratch, or eliminating repetitive manual tasks with custom automation recipes, I build clean, visual systems that keep your pipeline organized from lead intake to closed won.
Services Offered:
- monday CRM Architecture: Leads, Contacts, Accounts, and Deals boards configured with linked column relationships and mirror columns.
- Sales Pipeline Layouts: Custom deal stages, probability forecasting, activity timelines, and Kanban views.
- Board Automations: Status-change notifications, automated lead assignment, task generation, item-movement recipes, and recurring reminders.
- Lead Intake & monday Forms: Embedded website forms, custom intake layouts, and automated field mapping directly into your Leads board.
- Data Migration: Cleaning, deduplicating, and importing historical contact and company data via Excel/CSV.
Software:
Monday
Industry:
Business services & consulting
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Real estate
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Software
FAQ
How do you access my monday.com account?
You can invite my business email as an Admin or Member directly via your monday.com account menu under Invite Members.
Are you configuring the specialized monday sales CRM product or monday Work Management?
I work across both. I can configure the dedicated monday sales CRM product or build out custom CRM architecture using standard monday Work Management boards.
Can multiple boards share and sync data automatically?
Yes. I use connect boards columns, mirror columns, and cross-board automation recipes to automatically push won leads into active deal or client onboarding boards without re-entering data.
Can you connect monday.com with our website forms or external tools?
Yes. I build native monday forms or connect third-party sources (WordPress, Webflow, Shopify, Typeform) via Zapier, Make, or native marketplace integrations.
