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I need a seasoned [login to view URL] specialist to turn my current account into a tightly-run CRM. My goals are simple: every lead, deal, and support ticket should flow through clearly defined stages, and the data behind those stages must be easy to read, report on, and act upon. Here is what I want to accomplish: • Design and refine end-to-end workflows for lead management, the sales pipeline, and customer support so that nothing slips through the cracks. • Build custom dashboards, views, fields, and forms that surface the right metrics for each team member at a glance. • Set up automations and integrations (Zapier, native Monday apps, or API) to remove manual data entry and keep external tools in sync. • Generate recurring analytics reports that highlight pipeline velocity, conversion rates, and support KPIs. • Provide short, focused training sessions and on-call guidance so my team can adopt the new system confidently. Acceptance criteria: each workflow must be fully tested inside [login to view URL], dashboards must update in real time, reports must be exportable to PDF/Excel, and the team should be able to follow your click-through documentation without additional help. If you have a track record building complex [login to view URL] automations, let’s get started.
N° de projet : 40252215
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75 freelances proposent en moyenne $11 USD/heure pour ce travail

Hello Dear! I write to introduce myself. I'm Engineer Toriqul Islam. I was born and grew up in Bangladesh. I speak and write in English like native people. I am a B.S.C. Engineer of Computer Science & Engineering. I completed my graduation from Rajshahi University of Engineering & Technology ( RUET). I love to work on Web Design & Development project. Web Design & development: I am a full-stack web developer with more than 10 years of experience. My design Approach is Always Modern and simple, which attracts people towards it. I have built websites for a wide variety of industries. I have worked with a lot of companies and built astonishing websites. All Clients have good reviews about me. Client Satisfaction is my first Priority. Technologies We Use: Custom Websites Development Using ======>Full Stack Development. 1. HTML5 2. CSS3 3. Bootstrap4 4. jQuery 5. JavaScript 6. Angular JS 7. React JS 8. Node JS 9. WordPress 10. PHP 11. Ruby on Rails 12. MYSQL 13. Laravel 14. .Net 15. CodeIgniter 16. React Native 17. SQL / MySQL 18. Mobile app development 19. Python 20. MongoDB What you'll get? • Fully Responsive Website on All Devices • Reusable Components • Quick response • Clean, tested and documented code • Completely met deadlines and requirements • Clear communication You are cordially welcome to discuss your project. Thank You! Best Regards, Toriqul Islam
$5 USD en 40 jours
5,9
5,9

Hello, Hope you're doing great! I am a PHP Developer who builds secure, fast, and business-focused web applications. I work with both custom PHP and frameworks, and always ensure that every project is optimized, scalable, and easy to maintain. What I Do 1. Custom web applications & business automation tools 2. API development and integration 3. Secure login, admin panels, and dashboard systems 4. High-speed, mobile-friendly websites 5. Migration, bug fixing, and performance upgrades Why Clients Prefer My Work 1. Clean folder structure & scalable architecture 2. Fully optimized and secure coding practices 3. Excellent communication & professional approac 4. Quick turnaround time with regular updates Ready to Start Share your requirements or preferred reference — I’ll analyze it and provide: 1. Best technical plan 2. Exact timeline 3. Budget estimate Looking forward to building something amazing for you!
$8 USD en 40 jours
5,1
5,1

Hey there, Which systems must Monday stay in sync with right now, and which direction is the source of truth: inbound leads from forms, email, website, or an external CRM? Do you want one unified CRM workspace, or separate boards per pipeline (Leads, Deals, Support) with mirrored items and automation-based handoffs? I’ve built Monday CRM setups where the difference between messy and “tightly-run” is structure first, automation second. I’ll design clean stages for lead, deal, and support flows with consistent statuses, owners, SLA timers, and required fields so nothing moves forward without the right data. Then I’ll build role-based dashboards and views that answer daily questions fast: new leads today, deals stuck, next actions, pipeline velocity, and support backlog. For automations and integrations, I use a mix of native Monday recipes plus Zapier or API for the edge cases, with duplication checks and audit-friendly logs. Reporting will be recurring and exportable, with clear definitions for conversion rates and KPI formulas so the numbers are trusted. Hope to discuss more on chat. Best, Kirill
$8 USD en 40 jours
3,0
3,0

Hello, I’m a seasoned CRM and workflow automation specialist with extensive experience building advanced systems on Monday.com. I can transform your current account into a clear, scalable, and data-driven CRM where every lead, deal, and support ticket flows through defined, actionable stages. My Approach: Design and optimize end-to-end workflows for sales, leads, and support Build custom dashboards, views, forms, and fields for real-time insights Implement smart automations and integrations via Zapier, native apps, and API Set up recurring reports for pipeline velocity, conversions, and KPIs Create step-by-step documentation and deliver focused team training Deliverables: ✔ Fully tested workflows inside Monday ✔ Live-updating dashboards ✔ Exportable reports (PDF/Excel) ✔ Clear click-through guides for your team ✔ Ongoing support during adoption I focus on clarity, efficiency, and long-term usability, ensuring your CRM becomes a central system your team trusts and uses daily. My goal is to eliminate manual work, improve visibility, and help you make better decisions with accurate data. If you’re looking for a reliable expert to build a high-performance CRM system, I’m ready to start immediately and deliver measurable results. Looking forward to collaborating.
$5 USD en 40 jours
3,6
3,6

Hey there, What are the 3 key boards you want as the base CRM: Leads, Deals, and Support, and what stage names do you want for each? Which tools must sync with Monday (Gmail, Calendly, HubSpot, Shopify, Stripe, WhatsApp), and which one is the source of truth? I can turn your Monday account into a clean CRM where every lead, deal, and ticket moves through clear stages with zero confusion. I will rebuild the boards with the right columns, statuses, owners, SLAs, and required fields. Then I’ll add views and dashboards per role: reps see next actions, managers see pipeline and velocity, support sees backlog and SLA risk. For automation, I’ll remove manual entry with Monday automations plus Zapier or API where needed: auto create items from forms, move stages, assign owners, reminders, and clean dedupe rules. Reports will be exportable to PDF or Excel, and I’ll leave click by click docs plus short training sessions so the team can run it without me. Hope to discuss more on chat. Best, Artem
$20 USD en 40 jours
0,0
0,0

I will build this fully with 100% assurance, clean code, smooth UX, and full responsiveness. am willing to help you with the project with 100% assurance
$5 USD en 40 jours
0,0
0,0

London, United Kingdom
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