I will setup monday com CRM, project management, boards and workflow automation


About this gig
Need a professional Monday.com system that keeps your team organized, improves follow-up, and reduces repetitive work?
I can set up and customize Monday.com for your CRM, project management, sales pipeline, team collaboration, and workflow automation needs.
Whether you are starting from scratch or improving an existing workspace, I will build a clean and easy-to-use system around your actual business process. Your setup can include custom boards, task and deal tracking, status workflows, forms, dashboards, connected workflows, notifications, dependencies, and automated actions.
I can help you manage:
- Leads, contacts and sales pipelines
- Projects, tasks and team responsibilities
- Client onboarding and follow-ups
- Recurring processes and approvals
- Deadlines, reminders and notifications
- Dashboards and performance tracking
- Data import and workspace organization
- Integrations with supported tools
My goal is to give you a structured Monday.com workspace that is simple for your team to use and efficient enough to support your daily operations.
Send me your requirements or current workflow, and I'll help turn it into a practical Monday.com solution.
Get to know Isla
Web Development, CRM and Automation Solutions for Growing Businesses
- FromUnited Kingdom
- Member sinceJan 2026
- Avg. response time2 hours
- Last delivery4 months
Languages
English, German
My Portfolio
FAQ
Can you customize the setup for my business?
Yes. I can customize your Monday CRM, project management system, boards, dashboards, and workflow automation according to your specific requirements.
Can you sync data between monday.com and other platforms?
Yes. I can configure data syncing and automated data transfer between monday.com and supported third-party platforms.
Can you set up AI automation in monday.com?
Yes. For suitable workflows, I can integrate AI-powered automation to reduce repetitive tasks and improve your business processes.
Can you create monday.com dashboards and reports?
Yes. I can build customized monday.com dashboards to track projects, sales, tasks, team performance, KPIs, and other important business data.
Can you integrate monday.com with other platforms?
Yes. I can integrate monday.com with tools such as Make.com, Zapier, forms, CRM platforms, communication tools, and other business applications where supported.
Can you automate my monday.com workflows?
Yes. I can create monday.com workflow automation using triggers, actions, conditional logic, notifications, reminders, status changes, and other automated processes.
Can you set up Monday CRM and sales pipelines?
Yes. I can create a customized Monday CRM with lead management, customer records, sales pipelines, follow-ups, task assignments, and automated notifications.
What can you set up in monday.com?
I can set up and customize monday.com CRM, project management boards, dashboards, workflows, pipelines, forms, automations, and workspace structures based on your business needs.
What do you need from me to get started?
Send me your requirements, the workflow you want to automate, the platforms you use, and any relevant access or information needed for the setup. I’ll take care of the technical configuration.
4 reviews for this Gig
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
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A author_benede

United States
I had a very great experience working with Author, from start to finish. Communication was smooth and professional, and Author made sure to understand my requirements clearly before starting. The project was handled in phases, which made it easy to follow and review each step. The courses were uploaded...
$50
Price
5 days
Duration
Helpful?N nancy_miller0

United States
Ongoing collaborationI had a really great experience working with this seller. From the beginning, communication was clear and professional, and everything was handled in a very organized way. The project was completed step by step, which made it easy to review progress and request small changes when needed. The courses...
$50
Price
7 days
Duration
Helpful?N nancy_miller0

United States
Ongoing collaborationI had a great experience working with this seller. From the beginning, communication was smooth and everything was clearly explained. The project was handled step by step, which made it easy to follow and review progress. The courses were uploaded and organized very well, and the final result looked...
$50
Price
5 days
Duration
Helpful?N nancy_miller0

United States
Ongoing collaborationGreat experience working with this seller from start to finish. Communication was clear, and the project was handled step by step which made everything easy to follow. The courses were uploaded and organized neatly, and the final setup looked clean and professional. What impressed me most was the fast...
$50
Price
3 days
Duration
Helpful?
4 reviews for this Gig
| (4) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
A author_benede

United States
I had a very great experience working with Author, from start to finish. Communication was smooth and professional, and Author made sure to understand my requirements clearly before starting. The project was handled in phases, which made it easy to follow and review each step. The courses were uploaded...
$50
Price
5 days
Duration
Helpful?N nancy_miller0

United States
Ongoing collaborationI had a really great experience working with this seller. From the beginning, communication was clear and professional, and everything was handled in a very organized way. The project was completed step by step, which made it easy to review progress and request small changes when needed. The courses...
$50
Price
7 days
Duration
Helpful?N nancy_miller0

United States
Ongoing collaborationI had a great experience working with this seller. From the beginning, communication was smooth and everything was clearly explained. The project was handled step by step, which made it easy to follow and review progress. The courses were uploaded and organized very well, and the final result looked...
$50
Price
5 days
Duration
Helpful?N nancy_miller0

United States
Ongoing collaborationGreat experience working with this seller from start to finish. Communication was clear, and the project was handled step by step which made everything easy to follow. The courses were uploaded and organized neatly, and the final setup looked clean and professional. What impressed me most was the fast...
$50
Price
3 days
Duration
Helpful?

