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Fiverr Pro
English
$
USD
I will be your monday com expert for CRM setup and project management
About this Gig
Need a clean Monday.com system that helps your team manage leads, projects, tasks, clients, workflows, and reporting without confusion? I will help you set up Monday.com properly so your business runs smoother and your team knows exactly what to do next.
Many businesses use Monday.com but still struggle with messy boards, unclear workflows, weak automations, poor dashboards, and scattered team communication. I will help you build a simple, organized, and scalable Monday.com workspace tailored to your business.
I can help with Monday.com CRM setup, custom boards, sales pipelines, project management workflows, task tracking, dashboards, forms, automations, notifications, team assignments, and basic integrations with tools like Gmail, Slack, Google Sheets, Zapier, Make, Calendly, and more.
Whether you need a new setup or want to improve an existing workspace, my goal is to create a system your team can actually use daily.
Please message me before ordering so I can understand your workflow and recommend the best package for your Monday.com setup.
FAQ
Do you setup Monday.com from scratch?
Yes, I can setup your monday workspace, CRM board, pipeline, automations, forms, dashboards, and team structure from scratch.
Can you improve my existing monday CRM?
Yes, I can audit, clean up, restructure, and optimize your existing setup so it becomes easier to use and more automated.
Can you build a sales pipeline?
Yes, I can create a custom sales pipeline with stages such as new lead, contacted, qualified, proposal sent, won, lost, and follow-up.
Can you setup automations?
Yes, I can setup automations for status changes, reminders, notifications, task assignments, lead movement, due dates, and follow-ups.
Do you integrate monday with other tools?
Yes, depending on the package, I can connect monday with tools like Gmail, Outlook, Slack, Google Forms, Zapier, Make, Calendly, and other apps.
What counts as a revision?
A revision means small changes to the agreed setup, such as editing labels, stages, automations, fields, or layout. New features outside the original scope may require an extra fee.
Will you provide training?
Standard and Premium packages include Loom walkthroughs. Premium can also include a simple guide for your team.
Can you setup dashboards and reports?
Yes, I can create dashboards for leads, deals, tasks, team activity, revenue tracking, project status, and performance overview.
Do I need to give you access?
You can invite me to your monday workspace as an admin or member with the required permissions to complete the setup.
Should I message you before ordering?
Yes, please message me first so I can understand your workflow and recommend the right package.
