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English
$
USD
I will set up monday com CRM, boards, automations, dashboards and integrations
CRM and Data Systems Developer
Hi, I'm Mor! I build CRM and data systems for businesses, specializing in Airtable, Salesforce, Monday.com, Fireberry and Origami. I also sell on Amazon FBA myself, so I understand both the tech side ...
About this Gig
Still juggling spreadsheets, chats and sticky notes? I'll set up Monday.com so your clients, deals and tasks live in one clear, automated workspace.
WHAT'S INCLUDED
- Custom boards: leads, contacts, deals, projects, tasks
- Sales pipeline with stages, owners and follow-up dates
- Connected boards and mirror columns so data stays in sync
- Automations: reminders, status changes, assignments, alerts
- Dashboards with the numbers you care about
- Lead capture forms and import of your existing data
- Integrations (Premium): email, website forms, Zapier or Make
- Video walkthrough (Standard/Premium) so your team is ready fast
FAST DELIVERY: 1 to 3 days, depending on package.
WHO IT'S FOR Small businesses, agencies, consultants, service providers and e-commerce sellers who want one clear place for clients, deals and work.
WHY ME I'm a CRM and data systems developer working with Monday.com, Airtable, Salesforce, Fireberry and Origami. I also run my own Amazon FBA business, so I understand real day-to-day operations, not just software.
Languages: English and Hebrew.
Please message me before ordering so I can confirm the scope and recommend the right package.
Domain:
Consulting
Industry:
Business services & consulting
Language:
English
•
Hebrew
FAQ
Do I need a paid Monday.com plan?
For automations and integrations, yes. Monday.com's Free and Basic plans don't include them. Standard includes 250 automation/integration actions per month, Pro includes 25,000. I'll recommend a plan before we start. You pay Monday.com directly.
Can you import my data from Excel, Google Sheets or another CRM?
Can you import my data from Excel, Google Sheets or another CRM? A: Yes. Standard and Premium include importing your data from CSV/Excel/Google Sheets. If your data needs heavy cleanup or comes from many sources, I'll send a custom offer first
How do you access my account, and who owns the setup?
You invite me to your Monday.com account as a member or admin, and I build directly in your workspace. Everything I create is yours, and you can remove my access after delivery. I never need your password.
Can you connect Monday.com to my other tools?
Premium includes 1 integration, either a native Monday.com integration (e.g. Gmail, Outlook, Slack) or Zapier/Make on your account. More integrations or custom API work are available through a custom offer.
Can we work in Hebrew?
Yes. I'm a native Hebrew speaker and fluent in English, so we can communicate and build your boards in either language.
