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I will do setup monday CRM workflows setup project management sales automation experts
Email Marketing Specialist
I am an Email Marketing Specialist focused on building strategic campaigns, automated workflows, and customer journeys that help businesses generate leads and increase sales. I work with Klaviyo, Mail...
About this Gig
I will set up and customize your monday.com CRM, project management boards, automated workflows, and sales processes to help your business stay organized, save time, and improve productivity.
WHAT I CAN DO FOR YOU:
monday.com CRM setup and customization
Custom CRM boards, groups, columns, and dashboards
Sales pipeline and deal management setup
Workflow automation and trigger based actions
Project management boards and task tracking
Lead management and contact organization
Task assignments, status updates, and notifications
Sales follow up and lead tracking workflows
Dashboard and progress reporting setup
Forms, integrations, and connected workflows where supported
Existing monday.com workspace optimization
Testing and handover documentation
WHY CHOOSE MY SERVICE?
Customized setup based on your business process
Organized and easy to use workspace
Reduced repetitive manual tasks
Better visibility into projects and sales activities
Clear communication and attention to detail
contact me now
Domain:
Consulting
Industry:
Data analytics
•
E-Commerce
Language:
English
•
French
•
Italian
FAQ
What do you need to get started?
I need your monday.com workspace access, project goals, preferred workflow, and a description of your current process.
Can you set up monday.com CRM from scratch?
Yes. I can configure boards, contact fields, lead tracking, sales stages, and relevant automations according to your package.
Can you automate my sales pipeline?
Yes. I can configure supported automations for lead assignments, status changes, notifications, follow-ups, and other agreed sales processes.
Do you work with project management boards?
Yes. I can set up task boards, project stages, deadlines, ownership, progress tracking, and dashboards.
Can you improve my existing monday.com workspace?
Yes. I can review your current setup and reorganize boards, fields, workflows, and automations within the agreed scope.
Can you integrate other apps?
Yes, where the integration is supported by monday.com, your subscription, and the connected application. Please share the app names before ordering.
Will you test the automations?
Yes. I will test the agreed workflows to confirm that their configured triggers and actions work as expected
Can you migrate my existing CRM data?
Data import or migration can be discussed as an additional service. Please share the data format, approximate record count, and destination board first.
Do I need a paid monday.com plan?
Not always. Requirements depend on the features and automation limits your project needs. Some capabilities may require a paid plan.
Can you handle a custom or complex project?
Yes. Contact me with your requirements so I can review the scope, integrations, number of boards, and automation complexity before recommending a custom
