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I will setup monday com CRM for sales, client tracking and workflow automation
Canva Designer for eBooks, Workbooks, Lead Magnets Brand PDFs
Hi, I’m Giulia Ferrari, a Canva graphic designer specializing in modern eBooks, workbooks, lead magnets, brochures and branded PDF designs.
I help coaches, creators, small businesses and online brand...
About this Gig
Welcome to my Monday.com CRM and workflow automation service.
I am Giulia Ferrari, and I help businesses build clean, organized and easy-to-manage Monday.com systems for sales, projects, clients and daily operations.
I can help you set up a simple board, full CRM, sales pipeline, client tracking system, project workspace, dashboards and smart automations that reduce manual work and save time.
My services include:
- Monday.com board setup
- Monday CRM setup
- Sales pipeline setup
- Client and task tracking
- Workflow automation
- Forms, views and reminders
- Dashboard and KPI setup
- Project management workspace
- Zapier, email and app integrations
- Monday.com cleanup and optimization
Why choose me?
- Clean and professional setup
- Business-focused workflow structure
- Fast communication
- Easy-to-use boards
- Automation tailored to your needs
- Smooth delivery and support
My goal is to help you turn Monday.com into a system that keeps your work, clients, tasks and reports organized in one place.
Please message me before ordering so we can discuss your workflow and choose the best setup for your business.
Software:
Monday
FAQ
What do I need to provide before you start?
Please provide your Monday.com login access or invite me as a guest/admin, plus a short explanation of your business process, workflow, goals and the apps you want to connect.
Can you set up Monday.com CRM for my business?
Yes. I can set up a custom Monday.com CRM for lead tracking, client management, sales pipeline, follow-ups, tasks, reminders and team workflow.
Do you create Monday.com automations?
Yes. I can create Monday.com automations for reminders, status updates, task assignments, notifications, follow-ups and workflow actions.
Can you integrate Monday.com with Zapier or other apps?
Yes. I can connect Monday.com with Zapier, email tools, Google Sheets, forms, calendars, Twilio, QuickBooks and other supported apps.
an you fix or improve my existing Monday.com workspace?
Yes. I can clean up messy boards, improve workflows, organize columns, rebuild dashboards and optimize your Monday.com setup for better productivity.
Do you set up dashboards and reports in Monday.com?
Yes. I can create Monday.com dashboards and KPI reports to help you track sales, projects, tasks, team performance and business progress.
