Monday.com CRM & Projects Database
Budget: $15 – $25 USD
I’m ready to overhaul my Monday.com workspace so it functions as a single, connected database that tracks people, companies, and every live project—then smoothly converts those projects into sales records when the time is right.
Here’s the picture:
• People board – must capture full contact details and stay linked to any project the person is involved with.
• Companies board – needs company-level contact fields plus an easy way to tag each firm’s industry sector so I can slice reports later.
• Projects board – holds the real action: status updates, key deadlines, and budget figures, all tied back to the right people and companies.
I want true relationships between the boards (link + mirror columns), sensible automations that keep statuses and dates in sync, and a clean set of dashboards for quick oversight. If you’ve built CRM-style setups inside Monday.com before—using automations, formulas, and custom views—let’s talk.
Here’s the picture:
• People board – must capture full contact details and stay linked to any project the person is involved with.
• Companies board – needs company-level contact fields plus an easy way to tag each firm’s industry sector so I can slice reports later.
• Projects board – holds the real action: status updates, key deadlines, and budget figures, all tied back to the right people and companies.
I want true relationships between the boards (link + mirror columns), sensible automations that keep statuses and dates in sync, and a clean set of dashboards for quick oversight. If you’ve built CRM-style setups inside Monday.com before—using automations, formulas, and custom views—let’s talk.