I will setup monday crm, monday com automtion, workflow, dashboard and zapier
ClickUp monday CRM Real Estate Research Document Support
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
Other Software Management Services I Offer
FAQ
Can you set up a Monday CRM from scratch?
Yes. I can create and organize your Monday CRM based on your business process, including boards, pipelines, fields, and workflows.
Can you create Monday.com automations?
Yes. I can configure automations for lead management, task assignments, status changes, notifications, and other repetitive workflows.
Can you customize my existing Monday CRM?
Yes. I can review your existing setup and improve the boards, workflow, automations, organization, and dashboard based on your requirements.

