Browse categories
Explore
Fiverr Pro
English
$
USD
I will setup monday com CRM, automation, dashboards and workflows
Monday CRM Specialist, Workspace Setup, Automation and Dashboards
I help businesses turn Monday.com into a CRM that fits how they actually sell and manage projects. I build custom boards, automate repetitive tasks, set up dashboards for real time visibility, and tra...
About this Gig
Your Monday.com board shouldn't feel like extra admin work. I build clean CRM systems, automations and dashboards that match how your sales or project process actually works, not a generic template.
I come from a full stack development and AI engineering background, so the automations and integrations I build (Zapier, Make, the Monday.com API) hold up, they're not just basic recipes.
What you get:
- A custom board structure, statuses and views built around your workflow
- Automations that remove manual busywork and a dashboard that shows the numbers that matter.
- I also handle lead capture forms and migrating your existing data in if you're switching from a spreadsheet or another tool.
Message me with a short description of your process and I'll tell you exactly which package fits.
Industry:
Business services & consulting
•
Real estate
•
Software
Software:
Monday
Other Software Management Services I Offer
FAQ
Do you work with an existing Monday.com account or only brand new ones?
Both. I can build a new workspace from scratch or clean up and extend a board you already have.
Can you connect Monday.com to tools I already use?
Yes. I set up integrations through Zapier, Make, or the native Monday.com API depending on what you're connecting.
Is my data safe during setup?
I only access what's needed to complete the work and don't store or reuse your data, passwords, or account details after delivery.
What happens if I need changes after delivery?
Each package includes revisions, and I stay available for quick fixes and questions after the project is marked complete.
