I will setup monday crm, monday com automtion, workflow, dashboard and zapier

United Kingdom

I speak English, German, Spanish, French

ClickUp monday CRM Real Estate Research Document Support

Welcome to my profile! I help clients with ClickUp project management, real estate skip tracing, monday.com CRM setup, and authorized online notary services. I focus on accurate research, organized ...
About this Gig

Is your customer management scattered across spreadsheets, messages, and different tools?

I can help you turn Monday.com into a clean, organized CRM that makes it easier to manage leads, clients, sales activities, and daily workflows.

I will set up and customize your Monday CRM based on your business needs, whether you are starting from scratch or improving an existing system.


What I can help with:

  • Monday CRM setup & customization
  • Sales pipeline and lead management
  • Custom boards and workflows
  • Monday.com automations
  • Status, forms and task management
  • CRM dashboards and reporting
  • Lead and client tracking
  • Workflow optimization

My process:

  • Understand your business workflow
  • Structure your CRM and boards
  • Configure automations and processes
  • Build dashboards where needed
  • Test and organize the final setup

I focus on creating a simple, professional, and easy-to-manage Monday CRM that helps you stay organized and work more efficiently.

Message me with your requirements and let's build a Monday CRM that fits your business.

Software:

Monday

Industry:

Construction

•

Engineering

•

Fashion & apparel

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