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English
$
USD
I will build your monday com crm with workflow automation and dashboards
Simplify your systems, Automate your business and Grow with ease!
Hello Great Mind!
I am Michael, a Project Manager and Automation Specialist.
I build CRM systems, workflows, and advanced automation using Monday, ClickUp, Zapier, Make, HubSpot, GHL, Airtable, Not...
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
Highly Responsive
Known for exceptionally quick replies
About this Gig
Monday.com boards get built fast and outgrow their structure just as fast. Columns nobody fills, automations that fire twice, and three boards holding versions of the same data.
I rebuild it so the boards carry your process instead of fighting it.
Message me with how your team is structured and what breaks most often. I will send a fixed quote and timeline within the hour.
WHAT I BUILD
- Board and group structure mapped to your real workflow stages
- Column setup with status, people, date and formula columns configured properly
- Automation recipes for handoffs, notifications, deadlines and status changes
- Connected boards with mirror columns so data lives in one place
- Dashboards for workload, pipeline and delivery reporting
- Forms and intake routing so requests enter the right board automatically
WHO THIS IS FOR
Agencies, service businesses, operations teams and founders running delivery through Monday.com.
WHAT YOU GET
A board structure your team can use immediately, handed over with a recorded walkthrough and written documentation.
Scope depends on team size and what you have already built. Message me before ordering and I will scope it properly.
Software:
Monday
My Portfolio
Other Software Management Services I Offer
FAQ
I already have a Monday workspace but it is a mess. Can you fix it instead of starting over?
Usually yes, and it is often faster than rebuilding. I audit what exists, keep what works, and restructure the rest so your historical data and existing tasks survive the change. Message me a screenshot of your space list and I will tell you which path fits.
Will my team actually be able to use it without confusion?
That is the point of the build. Structure is only useful if people follow it. Every build ships with a recorded walkthrough and written documentation, and the Premium package includes a live training session with your team.
Can you migrate data from my old system or spreadsheets?
Yes. I have migrated from Asana, Monday, Trello, Notion and spreadsheets into ClickUp. Message me what you are moving from and roughly how many records, and I will confirm what transfers cleanly and what needs rebuilding.
What if my processes change later? Will the build still work?
The structure is built to be edited by you, not locked. Documentation covers how to add spaces, statuses and automations yourself. If you would rather I handle changes, ongoing support is available as a separate arrangement.
Do you provide support after delivery?
Yes. If something inside the scope of what I built stops working, I fix it. Message me and I respond the same day. Larger changes beyond the original scope are quoted separately so you always know what you are paying for.
Monday charges per seat. Will your build increase what I pay them?
No. The build works within whatever plan you are on. If a feature you want requires a higher tier, I tell you before you order rather than after. Automation recipe limits vary by plan, so message me which plan you are on and I will scope to fit it.
