I will set up monday com CRM workflow automation and project management
Website Expert
About this Gig
Need a Monday.com workspace that actually works for your business?
Hi, I'm Rowland Bennet. I help businesses set up clean, structured Monday.com systems for CRM, project management, and workflow automation so you can track leads, manage tasks, and stay organized without confusion.
Whether you are starting from scratch or fixing an existing setup, I will build a system tailored to your workflow.
What I can set up for you:
Monday.com CRM (lead tracking and pipelines)
Project and task management systems
Boards, groups, and column customization
Dashboards and reporting
Workflow automation (status updates, reminders, task assignment)
Workspace organization and structure
Lead capture forms
Data import and cleanup
Integrations (Slack, Gmail, Google Drive, Zapier, and more)
This gig is ideal for:
Small businesses
Agencies
Contractors and service businesses
Startups and teams
Why work with me:
Clear and structured systems (not messy setups)
Focus on usability and real business workflow
Reliable communication and delivery
Important:
Please message me before placing an order so I can understand your workflow and recommend the right package.
Domain:
Programming & Tech
Language:
English
•
French
•
Nigerian
FAQ
Do I need a Monday.com account before ordering?
Yes, you will need an active Monday.com account. If you don’t have one yet, I can guide you on the best plan for your needs.
What do you need from me to get started?
I will need a clear idea of your workflow (tasks, leads, or projects). If you're unsure, I can help you structure it before setup.
Can you set up a CRM for tracking leads and clients?
Yes, I can build a complete CRM system inside Monday.com, including pipelines, lead tracking, and follow-up workflows.
Can you automate my workflow?
Yes, I can set up automations such as task reminders, status updates, lead assignment, and basic workflow automation based on your needs.
Do you offer revisions?
Yes, I offer revisions to ensure the setup matches your requirements. Clear communication upfront helps reduce unnecessary changes.
Can you integrate Monday.com with other tools?
Yes, I can integrate Monday.com with tools like Gmail, Slack, Google Drive, and others depending on your package or requirements.
Can you fix or improve an existing Monday.com setup?
Yes, I can review, clean up, and optimize your current workspace to make it more organized and efficient.
