CRM & Campaign Optimization Setup

I’m running my sales and marketing on monday CRM but the system hasn’t kept pace with our growth. Data is messy, leads do not flow in automatically from our landing pages, and campaigns are hard to track end-to-end. I want to turn that around quickly.

Here’s what I need:

• Organizing the CRM – start with a full data clean-up to remove duplicates, standardise field values, and merge fragmented records. From there, build automated workflows that move a prospect through each stage of the sales pipeline without manual intervention.

• Integrating landing pages – connect every existing and future page to monday so new submissions are captured instantly, assigned an owner, and dropped into the correct pipeline stage with source and campaign tags intact.

• Optimising sales campaigns – once the data is flowing, tighten up tracking across email, paid social, and remarketing. I want clear attribution, A/B testing options, and reports that highlight what’s converting and what’s leaking revenue.

Acceptance criteria: a cleaned CRM database, at least three live automations that demonstrate the new workflows, landing-page-to-pipeline sync working in real time, and a concise hand-off guide so my team can maintain everything.

If you’ve tamed monday before and know your way around integrations and performance reporting, let’s talk.