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Fiverr Pro
English
$
USD
I will setup monday crm monday workspace project management board, automation helpdesk
About this Gig
Hello and welcome!
Are your Monday.com boards cluttered, disorganized, or slowing your team down? Many businesses struggle with messy workspaces, repetitive manual tasks, and broken automations that waste time. I help fix that by turning your Monday CRM into a clear, efficient, and automated system that actually drives results.
As a Monday.com and workflow automation expert, I build smart CRM and project management systems that save time, improve collaboration, and simplify reporting. Using tools like Monday.com, Zapier, and Zoho CRM, I integrate your apps, automate tasks, and create dashboards that give your team full visibility.
I've helped marketing agencies, real estate teams, and SaaS startups reduce chaos, eliminate duplicate work, and streamline communication. Clients have seen smoother workflows and faster project turnarounds after my setups.
If you face a unique challenge, I'll find the right solution.
What I don't do: one-time cleanups without long-term workflow optimization.
Tools: Monday.com, Zapier, Zoho CRM, Slack, Google Workspace.
Delivery: 3-7 days
Lets turn your Monday workspace into a system that works for you, not against
Domain:
Business
Industry:
E-Commerce
•
Real estate
Language:
English
My Portfolio
FAQ
Can Monday.com be used for project management and/or a CRM?
Yes, Monday.com is a powerful project management tool that can be used in any industry to manage, track, and monitor the progress of projects and teams. It can also be set up as a CRM.
What do you need from me to get started?
To begin, I’ll need some basic details about your business and/or project, your team’s needs, & any tools or apps you may want integrated. If you already have specific workflows in mind, feel free to share that information as well. I recommend starting with the Basic Package (video call) to discuss.
What is a monday sales CRM workflow and how can it improve my project management?
A monday sales CRM workflow is a streamlined, automated process built within monday.com that helps you track leads, manage sales pipelines, and oversee project tasks in one unified board.
How do you set up and customize a board workspace on monday.com?
This service begins with an in-depth analysis of your current processes. I then configure a tailored board workspace on monday.com that aligns with your project management and sales needs through custom columns, status tracking, and integration of automation
What kind of tasks can you automate?
I can automate repetitive tasks like data transfer between apps, sending notifications, creating items in other tools, and building complex multi-step workflows.
What is Monday Service used for?
It helps manage IT requests, support tickets, helpdesk operations, and customer service workflows.
Can I set up a help desk using Monday Service?
Yes! You can create a full helpdesk with ticket submission forms, automation, and agent assignment.
Reviews
2 reviews for this Gig
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Rating Breakdown
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- Quality of delivery
- Value of delivery
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teejay_usa
Repeat Client
United States
I’ve worked with this seller before, and once again he delivered exceptional service! He expertly imported my Excel data into Monday.com, improving my workflow and making the board much easier to use. His understanding of my setup and quick communication made the process smooth and hassle-free. Highly...
Up to $50
Price
2 days
Duration
Helpful?T teejay_usa
Repeat Client
United States
Fantastic experience! I just needed a quick review of my Monday.com lead board, and he delivered way more than I expected. The feedback was super clear, actionable, and easy to follow. He even explained how to improve my follow-up reminders and showed me how to filter inactive leads. Definitely coming back for a full setup next time. Highly recommended!
Up to $50
Price
1 day
Duration
Helpful?
Reviews
2 reviews for this Gig
| (2) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
T teejay_usa
Repeat Client
United States
I’ve worked with this seller before, and once again he delivered exceptional service! He expertly imported my Excel data into Monday.com, improving my workflow and making the board much easier to use. His understanding of my setup and quick communication made the process smooth and hassle-free. Highly...
Up to $50
Price
2 days
Duration
Helpful?T teejay_usa
Repeat Client
United States
Fantastic experience! I just needed a quick review of my Monday.com lead board, and he delivered way more than I expected. The feedback was super clear, actionable, and easy to follow. He even explained how to improve my follow-up reminders and showed me how to filter inactive leads. Definitely coming back for a full setup next time. Highly recommended!
Up to $50
Price
1 day
Duration
Helpful?
