Monday.com CRM & Volunteer Workflow Build

Our organisation is moving its day-to-day operations onto Monday.com and I need a partner who can architect the entire workspace from scratch. The first milestone is a volunteer-management system that captures sign-ups, matches people to shifts or projects, and then drives timely email and SMS updates. I am platform-agnostic for the messaging layer—Mailchimp, Sendinblue, Twilio or another option—so long as the integration is clean, reliable and easy for non-technical staff to maintain.

Once the volunteer flow is live, the same account will expand to:

• Donor management with digital giving integration and real-time tracking
• Project management boards for multiple construction jobs, including task dependencies and budget visibility
• Homeowner assistance check-ins, action items and automated reminders

Acceptance criteria for each module include: fully configured boards and dashboards, tested automations, clear step-by-step documentation and a short hand-off call.

Please attach a detailed project proposal that outlines your approach, timeline and any third-party tools you recommend.