I will setup monday CRM custom systems, monday workflows and automate your monday com
Gig Summary
Custom AI Agents, SaaS, CRM, Business Automation
Level 2
Has met high performance criteria and has a proven track record for meeting client expectations.
Highly Responsive
Known for exceptionally quick replies
What people loved about this freelancer
fbb5186

United States
Great to work with! Understood what I was looking for and was able to deliver in a timely manner! Thank you again for your help. Would highly recommend!
alina_mardi

Canada
Fredrick is very professional and dedicated. Most importantly delivered the job before the time frame and exceeded my expectations. Will be working on many more projects together. You won't go wrong with him!
alizeespa

United Kingdom
Awesome service. Frederick delivered everything I asked for and more. He explained all he had set up for me with clarity and left me fully aware of how everything works. Thank you
About this Gig
Is your monday.com workspace becoming a collection of boards instead of a system that actually runs your business?
I design and optimize monday.com systems for sales, operations, projects, service delivery, and reportingbuilt around your real workflow, not generic templates.
I can help you with:
- monday CRM pipelines, lead and deal tracking
- Custom boards and connected workflows
- Automations, notifications, and approvals
- Dashboards, KPIs, and reporting
- Forms, intake systems, and recurring processes
- Zapier, Make, Gmail, Slack, and third-party integrations
- monday AI workflows and intelligent automation
- Custom AI agents for repetitive business processes
- External AI agent integration where appropriate
- Data cleanup, migration, SOPs, and team training
I do more than create boards. I map your process, reduce manual work, connect your tools, and build a scalable monday.com system your team can actually use.
Message me before ordering so I can review your workflow and recommend the right setup.
Software:
Monday
Industry:
Construction
•
Real estate
•
Software
My Portfolio
Other Software Management Services I Offer
FAQ
Can you build a complete monday.com system from scratch?
Yes. I can design your workspace from the ground up based on your sales, operations, project management, service delivery, or reporting process. Can you improve an existing monday.com workspace?
Can you improve an existing monday.com workspace?
Yes. I can audit your current boards, automations, dashboards, and workflows, identify gaps, and restructure the system without unnecessarily rebuilding everything. Can you set up monday CRM and sales pipelines?
Can you set up monday CRM and sales pipelines?
Yes. I can build lead, contact, deal, follow-up, activity, pipeline, and reporting systems using monday CRM or monday.com.
Can you build AI agents in monday.com?
Yes, where the required monday AI features are available on your account. I can configure agents for tasks such as lead handling, follow-ups, task routing, information processing, and operational workflows. monday now supports native custom agents that can wor
What is the difference between automation and an AI agent?
Automations follow predefined rules such as “when this happens, do that.” AI agents can evaluate context, follow instructions, make defined decisions, and perform multi-step actions within the permissions you give them.
Can you integrate monday.com with other tools?
Yes. Depending on your workflow, I can connect monday.com with tools such as Gmail, Slack, Zapier, Make, Google Workspace, forms, CRMs, and other supported applications.
Can you build AI workflows as well as normal automations?
Yes. I can build standard automations as well as AI-powered workflows where supported by your monday.com plan. AI workflows can span multiple boards and combine automation, integrations, conditions, and AI-powered actions.
Which monday.com plan do I need?
It depends on the system you want. Some advanced workflow and AI functionality requires specific plans or AI access, so I will review your account and requirements before recommending an upgrade.
Can you migrate my existing data into monday.com?
Yes. I can help organize, clean, and migrate suitable data from spreadsheets or existing systems into the new monday.com structure.
Should I message you before purchasing your Monday.com services?
Yes, especially for CRM systems, multi-board workflows, integrations, dashboards, migrations, or AI agents. Send me a brief description of your current process, problems, and desired outcome so I can recommend the correct package.
20 reviews for this Gig
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
F fbb5186

United States
Great to work with! Understood what I was looking for and was able to deliver in a timely manner! Thank you again for your help. Would highly recommend!
$200-$400
Price
8 days
Duration
Helpful?A alina_mardi

Canada
Fredrick is very professional and dedicated. Most importantly delivered the job before the time frame and exceeded my expectations. Will be working on many more projects together. You won't go wrong with him!
$200-$400
Price
7 days
Duration
D 
Seller's Response
Helpful?V 
vsirgado

United States
Working with Fredrick has been a truly exceptional experience. From our very first interaction, it was clear that he brings a high level of professionalism and expertise to every aspect of his work. We collaborated on a project focused on strategic business planning, and I was impressed by how quickly...
$50
Price
1 day
Duration
D 
Seller's Response
Helpful?E 
emma_michel

Canada
It was great working with seller. He is very intuitive and respectful.
$100-$200
Price
13 days
Duration
Helpful?A alizeespa

United Kingdom
Awesome service. Frederick delivered everything I asked for and more. He explained all he had set up for me with clarity and left me fully aware of how everything works. Thank you
$100-$200
Price
4 days
Duration
Helpful?
20 reviews for this Gig
| (18) | ||
| (2) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
F fbb5186

United States
Great to work with! Understood what I was looking for and was able to deliver in a timely manner! Thank you again for your help. Would highly recommend!
$200-$400
Price
8 days
Duration
Helpful?A alina_mardi

Canada
Fredrick is very professional and dedicated. Most importantly delivered the job before the time frame and exceeded my expectations. Will be working on many more projects together. You won't go wrong with him!
$200-$400
Price
7 days
Duration
D 
Seller's Response
Helpful?V 
vsirgado

United States
Working with Fredrick has been a truly exceptional experience. From our very first interaction, it was clear that he brings a high level of professionalism and expertise to every aspect of his work. We collaborated on a project focused on strategic business planning, and I was impressed by how quickly...
$50
Price
1 day
Duration
D 
Seller's Response
Helpful?E 
emma_michel

Canada
It was great working with seller. He is very intuitive and respectful.
$100-$200
Price
13 days
Duration
Helpful?A alizeespa

United Kingdom
Awesome service. Frederick delivered everything I asked for and more. He explained all he had set up for me with clarity and left me fully aware of how everything works. Thank you
$100-$200
Price
4 days
Duration
Helpful?

