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Fiverr Pro
English
$
USD
I will setup monday CRM, project management boards and workflow automation
About this Gig
Need help setting up Monday com to manage your projects, organize tasks, track leads, and automate your business workflows?
I will professionally set up and customize your Monday com workspace or Monday CRM to help you manage projects, streamline operations, improve team collaboration, and reduce repetitive manual work.
MY MONDAY COM SERVICES INCLUDE:
- Monday com workspace setup and customization
- Monday CRM setup and sales pipeline management
- Project management boards and task tracking
- Custom boards, columns, statuses, and groups
- Workflow automation and task notifications
- Lead management and deal tracking
- Dashboards, reports, and progress tracking
- Team assignments and collaboration setup
- Zapier, Make, and third-party integrations
- Data import from Excel or Google Sheets
- Existing Monday.com workspace optimization
WHY CHOOSE MY SERVICE?
I focus on creating clean, organized, and easy-to-use Monday.com systems tailored to your business needs. Whether you are managing projects, tracking sales, or automating daily operations, I will help you create a workspace that supports your workflow.
WHAT I NEED FROM YOU:
Your Monday.com account access, project requirements, and project brief.
Software:
Monday
Other Software Management Services I Offer
FAQ
Do I need an existing Monday CRM account?
Yes. You will need an active Monday CRM account or an appropriate trial. I can guide you through creating one, but subscription fees are not included.
Can you set up my CRM completely from scratch?
Yes. I can configure your sales pipelines, fields, automations, dashboards, and integrations according to the package you choose.
Can you improve my existing Monday CRM?
Yes. I can review your current configuration, organize your CRM, and improve selected workflows. Major rebuilding or troubleshooting may require a custom quote.
Can you migrate contacts from Excel or another CRM?
Yes. I can import clean, properly formatted data from spreadsheets within your package limit. Complex CRM migration or extensive cleanup is quoted separately.
Can you integrate Monday CRM with other applications?
Yes. I can connect compatible applications using native integrations, Zapier, or Make. Please share the applications and desired data flow before ordering.
Will you automate sales follow-ups and lead assignment?
Yes. I can create workflows for internal reminders, lead assignment, status changes, and supported follow-up actions based on your plan and available integrations.
Can you build custom dashboards?
Yes. Standard and Premium include reporting dashboards for metrics such as deals by stage, lead activity, and sales performance, subject to available data and plan features.
