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I will setup monday com CRM automation integrations and workflows CRM setup
Strategic marketing that drives real growth!
Hi, i'm mary an expert in TikTok Shop setup, Google Merchant Center optimization, social media marketing, and ecommerce I help businesses boost visibility, drive traffic, and increase sales with tailo...
About this Gig
Is your Monday.com workspace built to drive results, or are manual tasks and scattered processes slowing your business down?
I help businesses transform Monday.com into a streamlined CRM and project management hub tailored to their goals. With 3+ years of experience, I create smart, customized workflows that strengthen team collaboration, simplify daily operations, and turn complex processes into organized, efficient systems.
My Monday.com services include:
- Monday.com CRM setup and customization
- Custom boards, dashboards, and sales pipelines
- Lead tracking and contact management
- Project planning and task organization
- Automated workflows and notifications
- Monday.com process optimization
- Make.com and Zapier integrations
- AI workflow automation solutions
- Sales and project management system setup
- CRM workflow improvements
Whether you're building a new CRM, improving an existing workspace, or connecting multiple business tools, I'll help you create a practical system that supports your workflow and saves valuable time.
Let's build a Monday.com workspace that works smarter for your business. Message me with your goals and current challenges so we can identify the right setup fo
Industry:
Construction
•
Medical & pharmaceutical
•
Real estate
Software:
Monday
My Portfolio
FAQ
What specific services do you offer for Monday.com?
I offer a range of services including board customization, automation setup, CRM configuration, task management, complete project management, and integration with other tools. My goal is to help streamline your workflow and make your project management more efficient.
How quickly can you deliver the setup and customization on Monday.com?
I pride myself on quick delivery without compromising quality. The timeline will depend on the complexity and specific requirements of your project, but most tasks can be completed swiftly, often within a few days.
Can you help with ongoing management and support after the initial setup on Monday.com?
Absolutely! I provide ongoing support and maintenance to ensure your Monday.com setup continues to meet your project management needs effectively. I'm available 24/7 to assist with any updates or troubleshooting you may require.
What are the tools you use to enhance monday setup?
Monday.com, Quickbooks, Docugen, Integromat/Make or Zapier , Docusign or Pandadoc ,etc, Aircall, Phonebunner, Ringcentral, Twilio and much more based on your business requirements.
Do you create custom processes based on Business workflows in Monday.com?
Yes, i create totally custom setups within based on business requirements for a smooth Business Process Automation
How do you keep my data safe?
All data exchange is submitted via Fiverr and saved to Monday as part of the setup process. I do not store, or keep records of your data, passwords or any other confidential information.
Are you happy to sign an NDA for contract protection?
Yes, I am happy to sign an NDA, feel free to forward the documents.
How do we proceed after the project implementation completion?
I'll provide training and sessions for you and your team, including revisions and adjustments to your workflow and offer on going support for 3 month after project completion.
What industries did you work with?
Completing over 120 successful implementations, I had the chance to work with companies from various industries such as Real-Estate & Construction, Marketing, Software, Energy, Wellness, Education , NGO, Business consultancy, Healthcare & Pharma, Legal and Accounting, Tourism, Manufacturing, etc.
Do you offer Ongoing support?
My support doesn't stop after the implementation is over. I'll be with you every step of the way, ensuring you get the full potential of monday.com and serving as your monday.com help desk
