Farhan Ali

monday.com CRM & Automation Specialist

Independent Consultant • Self-employed

Dec 2025 - Present • 6 mos

I help businesses design, structure, and automate their operations using monday.com. My work focuses on building customized workspaces that improve productivity, reduce manual tasks, and create clear visibility across teams. Key Responsibilities & Achievements: • Designed CRM systems for Real Estate, Construction, and Marketing agencies • Built structured sales pipelines with automation workflows • Created 50+ advanced automation rules for lead management and task tracking • Developed dashboards for revenue tracking, KPIs, and team performance • Integrated email, forms, and third-party tools • Reduced manual follow-ups by 40% through automation • Delivered complete documentation and team training I specialize in turning messy spreadsheets into clean, automated systems that scale with business growth.

Monday.com CRM Specialist | Automation & Workflow Expert

Freelancing Career • Freelance

Feb 2024 - Dec 2025 • 1 yr 10 mos

I specialize in designing, building, and optimizing CRM systems using Monday.com to help businesses streamline operations, automate workflows, and improve team productivity. My expertise includes creating custom Monday.com boards, automations, and integrations that simplify complex business processes such as lead management, order tracking, project management, and client onboarding. I have worked with clients to: Build fully customized Monday.com CRM systems from scratch Automate workflows using Monday.com automations and Make.com integrations Connect multiple boards for seamless data flow and reporting Improve sales pipelines and lead tracking systems Create dashboards for real-time business insights Integrate third-party tools (Google Sheets, Slack, Email, Zapier/Make.com) My goal is to deliver scalable and efficient CRM solutions that save time, reduce manual work, and improve overall business performance. Skills (Optional) Monday.com CRM Workflow Automation Make.com (Integromat) Zapier Automation CRM Setup & Optimization Project Management Systems API Integration Google Sheets Automation Industry (Optional) Information Technology Business Automation CRM & Sales Systems Marketing & Advertising

Monday.com CRM & Automation Specialist

Tech-focused • Freelance

May 2024 - Feb 2025 • 9 mos

I have extensive hands-on experience building and optimizing workflows using monday.com for agencies, startups, and service-based businesses. I specialize in transforming messy processes into structured, automated systems inside monday.com. My work includes: • Custom CRM setup and pipeline management • Advanced dashboard creation with real-time reporting • Workflow automation using monday.com automations • Cross-board connections & mirror columns • User permissions and workspace structuring • Integration with Make.com, Zapier, Google Workspace & other third-party tools • Project management systems for teams • Lead tracking and sales process automation I have helped businesses streamline operations, improve team collaboration, and reduce manual work by implementing structured monday.com systems tailored to their workflows. My focus is always on: ✔ Clean board structure ✔ Scalable automation ✔ Data accuracy ✔ Business process clarity If you're looking to build, optimize, or fully automate your monday.com workspace, I bring both technical expertise and business understanding to deliver high-performance systems.