Build My Monday Sales CRM

I’m starting from a completely blank Monday.com account and need it transformed into a focused sales pipeline hub. The primary goal is clear: manage every lead efficiently, predict revenue with reliable forecasting, and keep day-to-day activities visible at a glance.

Here’s what success looks like for me:
• A clean, intuitive pipeline board that tracks each lead from first contact to closed deal, with automations that move items forward and trigger reminders.
• Dashboards and reports that turn the data into meaningful sales forecasts I can share with my team.
• Simple activity-tracking flows—calls, meetings, notes—tied back to each lead so nothing slips through the cracks.
• A short hand-off session (live or recorded) so I understand how to maintain and tweak the setup on my own.

If you know Monday.com inside out and can deliver a ready-to-use workspace that covers lead tracking, sales forecasting, and activity tracking, let’s get this built.