Comprehensive monday.com PM Buildout
Budget: $1,500 – $3,000 USD
I’m building an end-to-end project management workspace inside monday.com and need expert help transforming the platform into a single source of truth for my entire project lifecycle.
The heart of the build is a robust CRM and pipeline management layer. Within it I must be able to
• capture and qualify new leads,
• track every client interaction in one view, and
• see real-time sales forecasts that flow directly into my operations boards.
Around that core, the workspace has to guide the team through each project phase—especially project execution, which is where we win or lose time and margin. High-level and low-level boards should mirror one another so executives get roll-ups while operators see granular tasks. Automated status updates and notifications will keep everyone aligned without manual chasing.
Key pieces still to assemble
• User groups and permissions for a clean onboarding experience.
• Templates that push new project data from the CRM into the correct boards.
• A pipeline dashboard that shows where every opportunity sits from lead through negotiation.
• Proposal handling, including document storage, versioning, and negotiation logs.
• An RFP section to receive external documents, manage submittals, and record win/loss results.
• Light marketing collateral generation for projects already in flight.
Deliverables will be considered complete when:
1. All boards, dashboards, and automations are live in my monday.com account and mapped to the workflow above.
2. Sample data runs end-to-end from lead capture to project close with status changes reflected everywhere within seconds.
3. A concise hand-off document (or Loom walk-through) explains how to maintain, extend, and permission the system.
If you know the platform inside out and can weave CRM, pipeline, and execution boards into one seamless experience, let’s get this build finished.
The heart of the build is a robust CRM and pipeline management layer. Within it I must be able to
• capture and qualify new leads,
• track every client interaction in one view, and
• see real-time sales forecasts that flow directly into my operations boards.
Around that core, the workspace has to guide the team through each project phase—especially project execution, which is where we win or lose time and margin. High-level and low-level boards should mirror one another so executives get roll-ups while operators see granular tasks. Automated status updates and notifications will keep everyone aligned without manual chasing.
Key pieces still to assemble
• User groups and permissions for a clean onboarding experience.
• Templates that push new project data from the CRM into the correct boards.
• A pipeline dashboard that shows where every opportunity sits from lead through negotiation.
• Proposal handling, including document storage, versioning, and negotiation logs.
• An RFP section to receive external documents, manage submittals, and record win/loss results.
• Light marketing collateral generation for projects already in flight.
Deliverables will be considered complete when:
1. All boards, dashboards, and automations are live in my monday.com account and mapped to the workflow above.
2. Sample data runs end-to-end from lead capture to project close with status changes reflected everywhere within seconds.
3. A concise hand-off document (or Loom walk-through) explains how to maintain, extend, and permission the system.
If you know the platform inside out and can weave CRM, pipeline, and execution boards into one seamless experience, let’s get this build finished.
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