Browse categories
Explore
Fiverr Pro
English
$
USD
I will setup monday com CRM, monday automation, monday workflows and project management
BoldTrail and KVCore Expert or Smart CRM, Landing Pages and Campaigns
Hi, I’m a BoldTrail and KVCore CRM specialist helping real estate agents, teams, and brokers build organized lead generation and follow-up systems. I specialize in BoldTrail Smart CRM setup, KVCore co...
About this Gig
Need a better way to manage projects, clients, sales and team workflows?
I will setup and optimize monday.com CRM, automation, workflows and project management to create an organized system that fits your business process.
What I can help with:
monday.com workspace setup
monday CRM setup
monday automation
Workflow automation
Project management boards
Sales pipeline setup
Lead and contact management
Custom fields and columns
Tasks, dependencies and deadlines
Forms and lead capture
Dashboards and reports
Notifications and reminders
Automations and workflow triggers
Team collaboration and permissions
Zapier and Make integrations
CRM cleanup and optimization
Existing workflow troubleshooting
I can build systems for sales, operations, agencies, client management, project delivery and team collaboration.
Whether you are starting from scratch or already using monday.com, I will configure your workspace, CRM and automations around your actual workflow.
Message me before ordering with your current setup, what you want to build or automate, and your main goal.
Software:
Monday
Other Software Management Services I Offer
FAQ
Can you setup monday.com from scratch?
Yes. I can build your workspace, boards, columns, views, workflows and automations from the beginning.
Can you setup monday CRM?
Yes. I can configure your sales pipeline, leads, contacts, deals, activities and CRM workflows.
Can you automate my monday.com workflows?
Yes. I can create triggers, actions, notifications, assignments, status updates and follow-up automations.
Can you build a project management system?
Yes. I can create boards for projects, tasks, deadlines, dependencies, team collaboration and progress tracking.
Can you integrate monday.com with other tools?
Yes. I can help with supported integrations such as Zapier and Make.
Can you fix existing monday.com automation?
yes i can troubleshoot and optimize existing boards, workflow and automations
