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grace_swiss

Happyness R

@grace_swiss

CRM Setup, Automation Expert, Monday com GHL Make com Zapier

Nigeria
English, German, French, Spanish, Italian, Arabic, Greek, Vietnamese, Croatian, Hebrew, Japanese, Dutch, Urdu
About me
๐Œ๐จ๐ง๐๐š๐ฒ ๐œ๐จ๐ฆ ๐‚๐‘๐Œ & ๐–๐จ๐ซ๐ค๐Ÿ๐ฅ๐จ๐ฐ ๐€๐ฎ๐ญ๐จ๐ฆ๐š๐ญ๐ข๐จ๐ง ๐’๐ฉ๐ž๐œ๐ข๐š๐ฅ๐ข๐ฌ๐ญ ๐ก๐ž๐ฅ๐ฉ๐ข๐ง๐  ๐›๐ฎ๐ฌ๐ข๐ง๐ž๐ฌ๐ฌ๐ž๐ฌ, ๐š๐ ๐ž๐ง๐œ๐ข๐ž๐ฌ & ๐ญ๐ž๐š๐ฆ๐ฌ ๐ญ๐ฎ๐ซ๐ง ๐ฆ๐ž๐ฌ๐ฌ๐ฒ ๐ฐ๐จ๐ซ๐ค๐Ÿ๐ฅ๐จ๐ฐ๐ฌ ๐ข๐ง๐ญ๐จ ๐จ๐ซ๐ ๐š๐ง๐ข๐ณ๐ž๐ ๐ฌ๐ฒ๐ฌ๐ญ๐ž๐ฆ๐ฌ. Many Monday com users struggle with scattered leads, manual tasks, missed follow-ups, messy data, disconnected apps, and poor visibility. I solve this with Monday com CRM setup, workflow automation, lead & pipeline management, dashboards, data migration, and Make com/Zapier integrations. Need a cleaner, more automated Monday com workspace? Letโ€™s build it.... Read more

Skills

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grace_swiss
Happyness R
Offlineย โ€ขย 
Average response time: 1 hour

See my services

Automations & Agents
I will monday com CRM monday make automation expert admin virtual assistant made com pm
From$10 / projectMore details
Project Management Software
I will setup monday com clickup make automation gohighlevel moxie CRM virtual assistant
From$15 / projectMore details

Portfolio

Work experience

Freelancer.com

Monday.com CRM & Workflow Automation Specialist

Freelancer.com โ€ข Freelance

Oct 2024 - Present โ€ข 2 yrs

I specialize in building and optimizing Monday.com CRM and workflow systems that help businesses organize leads, manage sales pipelines, automate repetitive tasks, and improve team visibility. I work with businesses and teams to turn manual processes into structured, easy-to-manage workflows inside Monday.com. My work includes designing CRM boards, sales pipelines, custom workflows, automations, dashboards, forms, task management systems, and client onboarding processes. I also connect Monday.com with tools such as Make.com and Zapier to automate data movement and reduce repetitive administrative work. Key Responsibilities & Achievements: โ€ข Designed and customized Monday.com CRM systems for lead management, sales pipelines, client tracking, and project operations. โ€ข Built automated workflows for lead assignment, follow-ups, status changes, notifications, task creation, and team handoffs. โ€ข Improved visibility across sales and operations by creating structured boards, dashboards, views, and reporting workflows. โ€ข Connected Monday.com with external platforms using Make.com and Zapier to streamline repetitive processes and reduce manual data entry. โ€ข Helped businesses organize scattered processes into clear, scalable workflows that teams can easily follow. โ€ข Supported client onboarding and internal handoff processes by creating structured workflows from sales close through project setup and team assignment. โ€ข Troubleshot and optimized existing Monday.com workflows, automations, formulas, and CRM processes to improve reliability and usability.