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Fiverr Pro
English
$
USD
I will create a professional CRM solution for your business
CRM and Workflow Automation Specialist
I help businesses streamline operations by building custom CRM systems, workflows, dashboards, and automations using Monday.com. My solutions help teams manage leads, clients, projects, and daily task...
About this Gig
Is your business relying on spreadsheets, sticky notes or disconnected systems to manage clients, projects and leads?
I build custom CRM systems in Monday.com that help businesses stay organised, save time and improve efficiency.
Whether you're a construction company, service business, consultant, personal trainer or small business owner, I can create a CRM tailored specifically to your workflow.
What I can build:
- Lead & Sales Pipelines
- Client Management Systems
- Project Tracking Workflows
- Contact Databases
- Task & Activity Management
- Dashboard Reporting
- Workflow Automations
- Team Collaboration Systems
Why work with me?
I don't use generic templates.
Every CRM is designed around your business processes to ensure it works the way your team already operates.
I have successfully built CRM systems for real businesses, including construction companies and service-based businesses.
My Process:
- Understand your business
- Map your workflow
- Build your CRM
- Test and optimise
- Deliver and provide guidance
Please contact me before placing an order so we can discuss your requirements and ensure the best solution for your business.
Software:
Monday
My Portfolio
FAQ
Do I need a Monday.com account before ordering?
Yes. You will need an active Monday.com account. If you are unsure which plan is best for your business, I can help you choose the right option before we begin.
Can you customise the CRM for my business?
Absolutely. Every CRM is built around your specific workflow, processes and business requirements. I do not use one-size-fits-all templates.
What information do you need from me?
I will need a basic understanding of your business, how you currently manage clients or projects, and any specific requirements you would like included in the CRM.
Can you add automations and dashboards?
Yes. Depending on the package selected, I can create workflow automations, reporting dashboards and performance tracking systems to improve efficiency.
Do you provide training on how to use the CRM?
Yes. Training sessions are included in the Premium package and can also be purchased as an additional service.
