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Fiverr Pro
English
$
USD
I will set up monday com, monday CRM, and automation with make com and zapier
Wix Expert, Monday Expert, Email Marketing Expert, Virtual Assistant
Hello, I'm Sarah, a skilled website designer, project manager, email marketer, and social media manager. With my years of experience, you can depend solely on me to provide exquisite and prompt servic...
Level 2
Has met high performance criteria and has a proven track record for meeting client expectations.
Highly Responsive
Known for exceptionally quick replies
What people loved about this freelancer
jack_jonesjk
United States
Sarah was honestly a lifesaver on this. I’d been trying to get this monday.com automation to work for a while, and she just came in, understood it immediately,...
ambersheehan
United States
Sarah was fantastic to work with! She helped me get my BoldTrail CRM set up exactly how I needed, including organizing my pipeline, refining my lead stages,...
tim_hq124
United States
Sarah did an amazing job once again. She went above and beyond to enhance my monday.com system with smart automations and reminders, making my workflow much...
tim_hq124
United States
Sarah was fantastic to work with. She quickly understood my needs and turned a messy process into a clean, efficient Monday.com system. Her attention to detail...
joshxu222
United States
Sarah was great and very informative. She provided me education about APIs and automations on zapier and make. Thanks Sarah!
About this Gig
Are you struggling with messy workflows, lost leads, missed follow-ups, or spending too much time on manual updates instead of growing your business?
I help businesses of all sizes build simple, structured, and fully automated systems using monday.com that keep everything organized and running smoothly.
I have helped clients turn chaotic processes into clear systems that manage work, track progress, and automate repetitive tasks.
Heres what I can help you build:
- Sales pipeline systems to track leads from start to close
- Client & customer management systems (CRM)
- Project and task tracking dashboards for teams
- Automated follow-up and notification workflows
- Lead capture systems connected to your forms and websites
- Workflow automation using Make.com and Zapier
- Integration between your tools so everything works together automatically
No more scattered spreadsheets, missed tasks, or manual updates.
Whether youre handling leads, clients, projects, or operations, Ill help you turn your workflow into a clean, automated system that saves you time and reduces stress.
Send me a message now and lets build a system that actually works for your business.
Software:
Monday
My Portfolio
FAQ
What do I need to provide to get started?
Just an admin access to your monday.com account and a brief description of your project or team needs. I’ll handle the rest!
Do you set up monday CRM from scratch?
Yes. I can build your monday CRM or monday com CRM from the ground up, including pipelines, deal stages, dashboards, and automation tailored to your business workflow.
Can you optimize my existing monday com CRM?
Absolutely. If you already have a monday CRM setup but it feels messy or inefficient, I will restructure, clean up workflows, and improve automation for better performance.
Do you provide automation using Make com or Zapier?
Yes. I create advanced workflow automation using Make com and Zapier to connect your monday CRM with forms, email tools, marketing platforms, and other business apps.
Can you integrate monday CRM with other tools?
Yes. I can integrate monday com CRM with tools like email marketing platforms, payment systems, lead forms, Google Workspace, and other software you use.
Will you create custom sales pipelines and dashboards?
Yes. I design fully customized sales pipelines, reporting dashboards, and tracking systems based on your business model and goals.
Do you offer support after the setup?
Yes. I provide guidance and walkthroughs so you and your team understand how to use your monday CRM efficiently after implementation.
What type of businesses do you work with?
I work with agencies, startups, real estate teams, service businesses, and sales teams looking to automate their monday CRM and improve workflow efficiency.
Can you automate lead assignment and follow-ups?
Yes. I can automate lead capture, assignment, email notifications, follow-ups, and task creation using monday CRM with Make com or Zapier.
How do I know which package is right for me?
Send me a message describing your workflow, tools, and goals. I will recommend the best package for your monday CRM and automation needs.
Reviews
68 reviews for this Gig
| (64) | ||
| (3) | ||
| (0) | ||
| (1) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
J jack_jonesjk
United States
Sarah was honestly a lifesaver on this. I’d been trying to get this monday.com automation to work for a while, and she just came in, understood it immediately, and fixed it without any stress. She helped set up the flow so contacts tagged “clinical operations” now go straight into the right sequence,...
Up to $50
Price
3 days
Duration
Helpful?A 
ambersheehan
United States
Sarah was fantastic to work with! She helped me get my BoldTrail CRM set up exactly how I needed, including organizing my pipeline, refining my lead stages, and setting up automation so everything runs smoothly. She was very quick to respond, extremely proactive in her communication, and always kept...
$400-$600
Price
2 weeks
Duration
Helpful?T tim_hq124
Repeat Client
United States
Sarah did an amazing job once again. She went above and beyond to enhance my monday.com system with smart automations and reminders, making my workflow much more efficient. Her expertise in monday CRM really showed in how everything was structured and optimized. Communication was smooth, and she made...
Up to $50
Price
3 days
Duration
Helpful?T tim_hq124
Repeat Client
United States
Sarah was fantastic to work with. She quickly understood my needs and turned a messy process into a clean, efficient Monday.com system. Her attention to detail and proactive suggestions really stood out. Communication was smooth, and the final result exceeded my expectations, especially the automation...
Up to $50
Price
3 days
Duration
Helpful?J joshxu222
United States
Sarah was great and very informative. She provided me education about APIs and automations on zapier and make. Thanks Sarah!
Up to $50
Price
2 days
Duration
Helpful?
Reviews
68 reviews for this Gig
| (64) | ||
| (3) | ||
| (0) | ||
| (1) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
J jack_jonesjk
United States
Sarah was honestly a lifesaver on this. I’d been trying to get this monday.com automation to work for a while, and she just came in, understood it immediately, and fixed it without any stress. She helped set up the flow so contacts tagged “clinical operations” now go straight into the right sequence,...
Up to $50
Price
3 days
Duration
Helpful?A ambersheehan
United States
Sarah was fantastic to work with! She helped me get my BoldTrail CRM set up exactly how I needed, including organizing my pipeline, refining my lead stages, and setting up automation so everything runs smoothly. She was very quick to respond, extremely proactive in her communication, and always kept...
$400-$600
Price
2 weeks
Duration
Helpful?T tim_hq124
Repeat Client
United States
Sarah did an amazing job once again. She went above and beyond to enhance my monday.com system with smart automations and reminders, making my workflow much more efficient. Her expertise in monday CRM really showed in how everything was structured and optimized. Communication was smooth, and she made...
Up to $50
Price
3 days
Duration
Helpful?T tim_hq124
Repeat Client
United States
Sarah was fantastic to work with. She quickly understood my needs and turned a messy process into a clean, efficient Monday.com system. Her attention to detail and proactive suggestions really stood out. Communication was smooth, and the final result exceeded my expectations, especially the automation...
Up to $50
Price
3 days
Duration
Helpful?J joshxu222
United States
Sarah was great and very informative. She provided me education about APIs and automations on zapier and make. Thanks Sarah!
Up to $50
Price
2 days
Duration
Helpful?
