Browse categories
Explore
Fiverr Pro
English
$
USD
Our agency will automate your sales process with monday CRM
Gig Summary
Tier 1 Consulting CRM strategist
With 20+ years of IT and business process optimization experience, including Big 4 consulting, Get Efficient delivers top-tier expertise to small and mid-size businesses. We design tailored automation...
Vetted by Fiverr Pro
Get Efficient was selected by the Fiverr Pro team for their expertise.
Vetted for
Software Development
Software Management
About this Gig
Vetted Pro
Are you tired of juggling leads and wasting time on manual tasks? Let me help you streamline your sales process with monday CRM so you can focus on what really matters - closing deals!
I'll set up a customized lead management system tailored to your unique needs. My goal is to help you prioritize leads, automate follow-ups, and get clear visibility on your sales pipeline, so you spend less time managing data and more time building relationships!
Heres What You'll Get:
1. Custom Lead Management Pipeline:
I'll create a structured pipeline to track your leads from initial contact to deal close, with clear stages, status updates, and priorities.
2. Automated Workflows & Notifications:
Automate repetitive tasks like follow-up reminders, lead assignments, and status updates to save you time and keep your sales team aligned.
3. Visual Sales Dashboard:
Gain insights at a glance with a customized dashboard displaying key metrics like lead sources, deal value, and conversion rates to make data-driven decisions.
4. Task Prioritization & Delegation:
Streamline your daily workflow by assigning tasks to team members and setting priorities.
Software:
Monday
Industry:
Financial services
•
Real estate
•
Software
Portfolio
Other Software Management Services we Offer
FAQ
What is Monday.com and why do I need it?
Monday.com is a work operating system that allows teams to create workflows and manage projects. It helps you to organize your work, collaborate with your team, automate tasks, and track your progress. You need it if you want to improve your business efficiency and effectiveness.
What can you do for me as a Monday.com consultant?
We can help you with setting up and customizing your Monday.com account, creating and optimizing your Monday.com boards, dashboards, automations, integrations, and workflows, providing training and support for your team members.
What are your qualifications and experience as a Monday.com consultant?
I have over 20 years of experience working for the big 4 in the US to help companies streamline their sales process.
How do you communicate and collaborate with your clients?
I communicate and collaborate with my clients through Fiverr messages, video calls, email, or any other preferred method. I am available for regular updates and feedback throughout the project.
How do you deliver the work and what do you need from me?
We need from you a clear description of your project goals, requirements, expectations, and deadlines. We also need access to your Monday.com account or a guest invite.
How do you charge for your services and what are your payment terms?
W charge for my services based on the scope, complexity, and duration of the project. I offer different packages to suit different needs and budgets. You can choose the package that best fits your project or contact me for a custom offer. W accept payment through Fiverr only and require full payment
What if I am not satisfied with your work or want to make changes?
We offer unlimited revisions and 100% satisfaction guarantee. If you are not satisfied with our work or want to make changes, you can request a revision or contact me for clarification. We will do my best to meet your expectations and deliver high-quality work.
Do you have any samples of your previous work or reviews from your clients?
Yes, you can also contact us for samples of my previous work or references from my clients.😊
Have you worked with clients that require HIPAA compliance?
Yes, we have worked with a number of healthcare providers.
Reviews
40 reviews for this Gig
| (40) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
M malcolmegun
United States
Will and his team were great! Would definitely hire them again.
$1,000-$2,500
Price
4 weeks
Duration
Helpful?E emilyc0025
United States
The Get Efficient team helped me build out a CRM and project management system that not only streamlines how I run my projects but also sets me up to scale. I now have an organized and easy to use platform I can confidently share with future employees that will make collaboration smoother and more efficient....
$2,500-$5,000
Price
3 weeks
Duration
Helpful?T terinawanoa
New Zealand
William is awesome!! He has fresh ideas and deep knowledge of processes and implementation as an expert on Monday.com. He always respond to my questions with a in depth answer within 24 hours, and teaches you how to use the system. Would recommend him to anyone and everyone!
$800-$1,000
Price
11 days
Duration
Helpful?F flpwindow
United States
William is excellent on what he does. I recommend him 100%.
$600-$800
Price
2 weeks
Duration
Helpful?R 
rramirez
Canada
Ongoing collaborationBased on our consultation, William seems very knowledgeable in creating and customizing CRM systems, and easily understands the needs of the client. I plan to move forward with him in building a CRM.
$100-$200
Price
4 days
Duration
Helpful?
Reviews
40 reviews for this Gig
| (40) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
M malcolmegun
United States
Will and his team were great! Would definitely hire them again.
$1,000-$2,500
Price
4 weeks
Duration
Helpful?E emilyc0025
United States
The Get Efficient team helped me build out a CRM and project management system that not only streamlines how I run my projects but also sets me up to scale. I now have an organized and easy to use platform I can confidently share with future employees that will make collaboration smoother and more efficient....
$2,500-$5,000
Price
3 weeks
Duration
Helpful?T terinawanoa
New Zealand
William is awesome!! He has fresh ideas and deep knowledge of processes and implementation as an expert on Monday.com. He always respond to my questions with a in depth answer within 24 hours, and teaches you how to use the system. Would recommend him to anyone and everyone!
$800-$1,000
Price
11 days
Duration
Helpful?F flpwindow
United States
William is excellent on what he does. I recommend him 100%.
$600-$800
Price
2 weeks
Duration
Helpful?R rramirez
Canada
Ongoing collaborationBased on our consultation, William seems very knowledgeable in creating and customizing CRM systems, and easily understands the needs of the client. I plan to move forward with him in building a CRM.
$100-$200
Price
4 days
Duration
Helpful?
