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Setup Monday.com CRM with all possible integration
Delivery in
5 days
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What you get with this Offer
Hello There,
"If you are looking to build your CRM on Monday.com, this is the perfect combo! You will get the boards with automation and integrations, from the sales pipeline, the estimate creation to a powerful dashboard with all possible KPIs."
Your CRM Workspace on Monday.com will have the following boards:
-- Company Directory
-- Sales Pipeline
-- Activities boards for all the follow-up activities
-- Proposal generation (Standard & Advanced)
-- Estimate or quote board with all your inventory items (Standard & Advanced)
-- Digital signature for proposals (Advanced)
BONUS! You get a powerful dashboard that summarizes all your KPIs in one place. It’s the perfect management tool, helping you see data in real-time and enabling better decision-making.
Services included:
-- Email integration in all boards
-- Internal messaging platform integration (with Slack or Microsoft Teams)
-- Integration with a Document generation app
-- Integration with OpSign to collect digital signatures
-- Up to 20 automated workflows across all boards (number of tasks that you will be saving time for)
-- Kickoff Call & Training Call
Let Monday.com do the work for you. I can show you how.
Regards,
Sucha Singh K.
"If you are looking to build your CRM on Monday.com, this is the perfect combo! You will get the boards with automation and integrations, from the sales pipeline, the estimate creation to a powerful dashboard with all possible KPIs."
Your CRM Workspace on Monday.com will have the following boards:
-- Company Directory
-- Sales Pipeline
-- Activities boards for all the follow-up activities
-- Proposal generation (Standard & Advanced)
-- Estimate or quote board with all your inventory items (Standard & Advanced)
-- Digital signature for proposals (Advanced)
BONUS! You get a powerful dashboard that summarizes all your KPIs in one place. It’s the perfect management tool, helping you see data in real-time and enabling better decision-making.
Services included:
-- Email integration in all boards
-- Internal messaging platform integration (with Slack or Microsoft Teams)
-- Integration with a Document generation app
-- Integration with OpSign to collect digital signatures
-- Up to 20 automated workflows across all boards (number of tasks that you will be saving time for)
-- Kickoff Call & Training Call
Let Monday.com do the work for you. I can show you how.
Regards,
Sucha Singh K.
What the Freelancer needs to start the work
I need the following details:-
-- Monday.com access
-- Names and email addresses of team members (assignee's) and their tasks
-- Company/Project Name and description
-- Groups you'd like to include and Columns you'd like to include.
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