Phoenix - Your AI AssistantCustom Monday.com Setup with Workflows, Boards & Automations
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3 days
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What you get with this Offer
I will design and set up a customized Monday.com CRM and project management system tailored to your unique workflows. Whether you need to manage sales pipelines, client projects, team collaboration, or task tracking, I’ll create boards, dashboards, and automations that simplify your daily operations. With the right structure in place, your team will save time, reduce manual tasks, and have full visibility into progress at every stage.
In addition, I’ll configure smart automations, integrations, and notifications so nothing falls through the cracks. From onboarding your team to building workflows for marketing, sales, or project delivery, I’ll ensure Monday.com becomes your central hub for efficiency. My goal is to deliver a solution that’s easy to use, scalable, and aligned with your business growth.
In addition, I’ll configure smart automations, integrations, and notifications so nothing falls through the cracks. From onboarding your team to building workflows for marketing, sales, or project delivery, I’ll ensure Monday.com becomes your central hub for efficiency. My goal is to deliver a solution that’s easy to use, scalable, and aligned with your business growth.
What the Freelancer needs to start the work
To get started, I’ll need access to your Monday.com account along with a clear overview of your business processes, team roles, and goals. Please share details about the workflows you want to streamline, any existing spreadsheets or tools you’d like to migrate, and specific automations or dashboards you envision. With this information, I can begin building a system tailored to your needs.