Monday.com Implementation and Automation

Build a functional and visually appealing monday.com experience that meets the unique needs of your teams

Custom Build Satisfaction
0 %

Industry

B2B & B2C Services

Scope

End-to-End

Duration

2 weeks/Ongoing

Stage

Scale-up

Monday.com CRM Implementation & Automation

Introduction

From HR organization to real estate operations, I’ve built diverse and customized monday.com solutions that streamline how businesses work. My past projects include digital marketing workflows, sales forecast boards, patient journey tracking for dental practices, and financial dashboards. Each build is designed to match the unique structure and pace of the business it supports.

Challenge

Many teams struggle with disconnected tools, manual updates, unclear task ownership, and limited visibility into progress. As operations grow, these issues often lead to missed deadlines, poor communication, and a lack of data-driven insight, making scaling chaotic.

Approach

I take time to understand your workflows, goals, and team dynamics. Then I design monday.com workspaces that are clean, intuitive, and fully aligned with your business structure. From form-based data capture to board mirroring, relevant views, dashboards, automations, and integrations.

Services

I offer full-service builds and ongoing support to ensure your monday.com setup scales with you. Whether you’re starting from scratch or refining existing boards, I deliver clarity, control, and efficiency every step of the way.

  • Workflow mapping
  • Board design
  • Form setup
  • CRM setup
  • Integration with third-party tools
  • Dashboard creation and custom views
  • Custom automations
  • Connected & mirrored boards
  • Advanced formulas
  • Team onboarding & training
  • Ongoing optimization & support