I will setup monday com crm, automate workflow and build dashboards

Is your monday.com workspace messy, manual, or missing the CRM your team needs?

I set up monday.com CRM systems that help you track leads, close deals, and stop doing repetitive admin by hand. I work with agencies, consultants, construction firms, and service businesses.

WHAT YOU CAN GET:

1. monday.com CRM with sales pipeline & deal stages
2. Workflow automation (status updates, reminders, assignments, follow-ups)
3. Custom dashboards & KPI reporting
4. Forms, board views & lead capture
5. Zapier & Make.com integrations
6. Cleanup and restructuring of an existing workspace
7. Short training so your team can use it confidently

HOW IT WORKS

1. You send your current setup and your top 3 tasks to automate
2. I confirm scope & the right package
3. I build and send a preview
4. You check & we finish with a handover

READY TO START?

Message me with your business type, your monday.com plan, and what you want to automate. For complex integrations or a full CRM rollout, contact me before ordering so I can quote accurately.