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English
$
USD
I will setup monday com expert crm monday com project management make com scenario
Task, Board, Dashboard, Workflows Specialist
I set up and customize Monday.com boards, dashboards, and workflows to your business needs, whether you're managing projects, tracking sales, running CRM operations, or coordinating a remote team. I a...
About this Gig
Are you struggling to keep track of leads, follow ups, and deals? I build custom monday.com CRM systems that help you manage your entire sales pipeline in one place, no more losing leads in spreadsheets or forgotten follow ups.
I design CRM boards inside monday.com to your sales process: lead capture, pipeline stages, deal tracking, client communication history, and follow up reminders, all set up to match exactly how you sell.
Using monday automation, I can set up notifications for new leads, automatic status updates as deals move through your pipeline, and reminders so nothing falls through the cracks.
What I offer:
- Custom sales pipeline board (lead prospect client)
- Contact and deal tracking system
- Automated follow up reminders and notifications
- Sales dashboard with performance overview
- Integration with email or contact forms (on select packages)
Whether you're a solo entrepreneur, small sales team, or agency, I'll build you a CRM system that's simple to use and keeps your sales process organized and moving forward.
Let's turn your sales process into a system that actually works for you.
Industry:
Crypto & blockchain
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Events planning
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Real estate
Software:
Monday
FAQ
Do I need an existing Monday.com account?
No, I can set everything up from scratch, or work inside your current account if you already have one.
Can you import my existing leads or client list into the CRM?
Yes, I can help migrate contacts and deal data from spreadsheets or another CRM tool into your new Monday.com pipeline.
What kind of automations can you set up?
Common ones include new lead notifications, automatic stage updates, and follow up reminders, the Premium package includes up to 3 automations tailored to your process.
Is this only for sales teams, or can solo entrepreneurs use it too?
Both, I build CRM systems for solo freelancers tracking a handful of clients, all the way up to small sales teams managing dozens of leads.
Can you customize the pipeline stages to match my specific sales process?
Absolutely, during setup I'll ask about your sales process so the pipeline stages match exactly how you move leads to close.
