Sfoglia categorie
Esplora
Fiverr Pro
Italiano
$
USD
I will setup monday com CRM automation integrations and workflows CRM setup
Let's Turn Your CRM Into a Sales Machine
Hi, i'm mary a CRM automation specialist helping businesses turn manual workflows into systems that run themselves. I work with HubSpot, Apollo.io, Monday CRM, Dubsado, Clay, Make, and AI tools to bui...
Informazioni su questo servizio
Is your Monday.com workspace becoming difficult to manage, with scattered sales data, repetitive tasks, disconnected workflows, or a CRM that doesn't fit your business?
I can help you build and optimize a Monday.com CRM and project management system designed around the way your business actually works.
With 3+ years of experience, I help businesses organize their sales pipelines, automate repetitive processes, manage projects efficiently, and connect Monday.com with tools such as Make and Zapier.
What I can help you with:
- Custom Monday.com board design
- Monday sales CRM setup & optimization
- Sales pipeline and lead management
- Workflow automation
- Task and work management
- Project management systems
- Monday.com product customizations
- Make automation
- Zapier integrations
- AI-powered workflow solutions
- CRM process optimization
- End-to-end workflow setup
Ready to turn your Monday.com workspace into a more organized and automated system? Send me a message with your current setup or requirements, and lets discuss the best solution for your business.
Settore:
Edilizia
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Medico e farmaceutico
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Settore immobiliare
Software:
Lunedì
Il mio portfolio
FAQ
What specific services do you offer for Monday.com?
I offer a range of services including board customization, automation setup, CRM configuration, task management, complete project management, and integration with other tools. My goal is to help streamline your workflow and make your project management more efficient.
How quickly can you deliver the setup and customization on Monday.com?
I pride myself on quick delivery without compromising quality. The timeline will depend on the complexity and specific requirements of your project, but most tasks can be completed swiftly, often within a few days.
Can you help with ongoing management and support after the initial setup on Monday.com?
Absolutely! I provide ongoing support and maintenance to ensure your Monday.com setup continues to meet your project management needs effectively. I'm available 24/7 to assist with any updates or troubleshooting you may require.
What are the tools you use to enhance monday setup?
Monday.com, Quickbooks, Docugen, Integromat/Make or Zapier , Docusign or Pandadoc ,etc, Aircall, Phonebunner, Ringcentral, Twilio and much more based on your business requirements.
Do you create custom processes based on Business workflows in Monday.com?
Yes, i create totally custom setups within based on business requirements for a smooth Business Process Automation
How do you keep my data safe?
All data exchange is submitted via Fiverr and saved to Monday as part of the setup process. I do not store, or keep records of your data, passwords or any other confidential information.
Are you happy to sign an NDA for contract protection?
Yes, I am happy to sign an NDA, feel free to forward the documents.
How do we proceed after the project implementation completion?
I'll provide training and sessions for you and your team, including revisions and adjustments to your workflow and offer on going support for 3 month after project completion.
What industries did you work with?
Completing over 120 successful implementations, I had the chance to work with companies from various industries such as Real-Estate & Construction, Marketing, Software, Energy, Wellness, Education , NGO, Business consultancy, Healthcare & Pharma, Legal and Accounting, Tourism, Manufacturing, etc.
Do you offer Ongoing support?
My support doesn't stop after the implementation is over. I'll be with you every step of the way, ensuring you get the full potential of monday.com and serving as your monday.com help desk
