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Our agency will create ai agents to automate your monday CRM
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
Gig Description:
Are you looking to supercharge your business workflows on Monday.com with cutting-edge AI automation? Look no further!
I specialize in creating custom AI-powered agents that seamlessly integrate with Monday.com to streamline your lead qualification, data enrichment, and contract generation processes.
Heres What I Can Do for You:
1) Unlock Operational Data Insights with an AI Assistant:
- Identify patterns and trends in your data
- Generate automated insights and performance metrics
- Provide predictive analysis to support decision-making
1️) AI Chatbot for Lead Qualification:
- Develop a chatbot to engage and qualify leads from your social media, website, or other platforms.
- Ensure intelligent and natural conversations to capture key client details.
2️) Data Enrichment with LinkedIn:
- Automatically gather additional information about your leads from LinkedIn.
- Populate the data into a structured lead profile in Monday.com.
3️) Contract Generation :
- Design workflows that generate personalized contracts based on client interactions.
- Automate follow-ups and updates, keeping everything organized in Monday.com.
Software:
Monday
Industry:
Construction
•
Financial services
•
Legal
Portfolio
Other Software Management Services we Offer
FAQ
What platforms can the AI chatbot integrate with for lead qualification?
The AI chatbot can integrate with various platforms like your website, Facebook Messenger, Instagram, WhatsApp, and more. Let me know your preferred channel, and I’ll customize it accordingly.
Will the automation work with my existing Monday.com boards?
Absolutely! I can either enhance your existing boards or create a new, fully optimized board for this workflow.
Is the contract generation process fully automated?
Yes, the process can be fully automated based on the client’s inputs. You’ll have a ready-to-send contract tailored to the client’s needs, reducing manual work.
Reviews
1 reviews for this Gig
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
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Most relevant
J jale127
United States
William has been professional and attentive to our company's needs. We will be continuing to use his services in implementing AI to our small business' workflow. My confidence in reaching our goals is very high!
$800-$1,000
Price
2 weeks
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
J jale127
United States
William has been professional and attentive to our company's needs. We will be continuing to use his services in implementing AI to our small business' workflow. My confidence in reaching our goals is very high!
$800-$1,000
Price
2 weeks
Duration
Helpful?
