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English
$
USD
I will setup monday monday com, monday crm, integrations and automations expert
Optimistic Digital Marketer
Hello,
I’m Josh, a US-based Project Manager passionate about bringing clarity, structure, and results to your business. I specialize in ClickUp, Monday CRM, Asana, Notion, and Trello, helping teams s...
About this Gig
I will build custom notion template as expert, notion dashboard, planner, workflow
Catherine once told Jerry, a busy real estate broker, You're drowning in follow-ups because your system is doing the opposite of helping you. She spoke of Josh the Monday, Monday CRM, Monday.com & Make.com integrations and automations expert who doesn't just set up a board, but builds a workflow that thinks for you.
Jerry had scattered leads, and slow response times. Josh listened, mapped out Jerry's sales pipeline, connected Monday CRM with his email, calendar, texting tools, and reporting dashboards, then automated the follow-up sequences. Within 2 weeks, Jerry had a clear pipeline, automated reminders, faster deal cycles, and happier clients all without hiring more staff.
Now, I'm here to bring that same transformation to insurance firms, real estate teams, healthcare practices, academic institutions, nonprofits, and corporate departments in the USA & UK.
What you get:
- Custom Monday CRM dashboards
- Make.com integrations with your existing tools
- Automated follow-ups, tasks & notifications
- Training + ongoing support
If you're ready to scaling, message me now for your Monday CRM solutions.
Software:
Monday
My Portfolio
FAQ
Do you specialize in Monday.com CRM customization for real estate and insurance teams?
Yes. I create custom pipelines, lead scoring, automated follow-ups, and reporting dashboards tailored to your industry workflow.
Can you integrate Monday CRM with our existing tools?
Yes. I use Make.com integrations to connect Monday with email platforms, phone systems, calendars, spreadsheets, and marketing tools.
Is the automation secure and reliable?
Yes, I implement secure, scalable automation workflows with logs and error monitoring for guaranteed performance
Do you offer ongoing support after setup?
Yes. I provide continuous improvement and support packages so your system evolves as your team grows.
We have multiple departments. Can Monday.com be scaled?
Yes, your system will be built modular and scalable, designed to grow with your organization.
What if my team is not tech-savvy?
I include step-by-step video training and simplified workflows so staff adoption becomes natural and stress-free.
Can you migrate data into Monday CRM?
Yes, I carefully clean, map, and import your data for accuracy and consistency.
Do you build AI-powered automations?
Yes, I integrate AI task routing, predictive follow-ups, and smart notifications where needed.
What industries do you work with?
Real estate, insurance, healthcare, academic, corporate, and nonprofit organizations across the USA and UK.
How fast will I see results?
Most clients see workflow clarity and time-saving automation within 5–10 days after project kickoff.
Reviews
1 reviews for this Gig
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Rating Breakdown
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D dara_oluwafemi
Canada
Josh did an amazing job setting up our Monday CRM system. Communication was excellent, delivery was fast, and the automations work perfectly. The workspace is now much more organized and efficient for our team. Highly recommended!
Up to $50
Price
3 days
Duration
Helpful?
Reviews
1 reviews for this Gig
| (1) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
D dara_oluwafemi
Canada
Josh did an amazing job setting up our Monday CRM system. Communication was excellent, delivery was fast, and the automations work perfectly. The workspace is now much more organized and efficient for our team. Highly recommended!
Up to $50
Price
3 days
Duration
Helpful?
