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Monday CRM Developer for Custom CRM Build & Ongoing Support

  • Posted:
  • Proposals: 38
  • Remote
  • #4496330
  • OPPORTUNITY
  • Open for Proposals
Yasir Ali M.Bright A.MUHAMMAD Kashif M.Sapna D.Huzaifa M. + 33 others have already sent a proposal.
  • 0

Description

Experience Level: Expert
Requirements:

* Strong experience with Monday.com CRM setup and automation
* Able to build pipelines, workflows, dashboards, document storage and calendar integration
* Experience integrating email, forms and task management is preferred
* Must be available for calls and ongoing collaboration during development
* Good English communication skills
* Ability to advise on best practices and improve workflows

We want someone practical who can guide us through the setup, help structure the CRM properly and support us as we grow it.

Please provide:

* Examples of Monday.com CRM projects you’ve built
* Your availability
* Your hourly or project rate
* Whether you are available for regular calls/meetings

Potential for ongoing work for the right person.

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Clarification Board Ask a Question

  • VCONN P.

    Hi David,

    Thanks for the invite. In addition to CRM setup and development, we also offer flexible licensing options to suit different business needs — ranging from ready-to-use solutions for faster deployment to fully customizable ownership models with complete control and scalability.

    Depending on your requirements, we can provide:

    • Ready-made CRM frameworks for quick implementation
    • Semi-custom solutions with tailored workflows and automations
    • Fully customized CRM systems with ownership and advanced customization capabilities
    • Ongoing support, optimization, and future scalability planning

    This allows businesses to choose the most practical and cost-effective approach while still having the flexibility to expand and customize the system as they grow.

    Would you be interested in reviewing some of the licensing options and CRM structures we can offer?

    I’d be happy to walk you through the available approaches and recommend the best fit based on your workflow, team size, and long-term goals.

    Looking forward.

    Best Regards.

  • CYTNHIA W.

    Hi David,

    * What does your current workflow look like today, and which parts are creating the biggest operational bottlenecks that you want the CRM to solve first?

    * Are you planning to use Monday mainly for sales pipeline management, or also for operations, internal task management, onboarding, support, and document workflows?

    * Will different teams/departments need separate permission levels and dashboards, or is this initially a smaller centralized setup?

    * Do you already have existing data/leads/tasks that need migrating into Monday, or will this be built from a clean slate?

    * Which integrations are most important from day one — email syncing, calendars, forms, WhatsApp, invoicing, or something else?

    * Are there any automations that are especially important to your business flow (lead assignment, reminders, status changes, notifications, approval flows, etc.)?

    * Since you mentioned ongoing collaboration, are you looking for someone purely technical, or someone who can also help improve business workflows and CRM structure strategically over time?