Custom CRM Development on Monday.com
Budget: $10 – $30 USD
I'm seeking a Monday.com expert to develop a tailored CRM for me. The primary aim of this setup is to enhance my client management capabilities.
Key Tasks:
- Create boards for clients, projects, deals, and tasks
- Set up automations, specifically for automated follow-up reminders
- Design custom columns (phone, email, deal value, etc.)
- Develop efficient workflows
Essential Skills & Experience:
- Extensive knowledge of Monday.com
- Proven experience in CRM setup and development
- Ability to design and implement custom automations and workflows
The CRM should primarily track client contact details. The project is expected to be completed within 1-2 weeks. Please include relevant experience with your bid.
Key Tasks:
- Create boards for clients, projects, deals, and tasks
- Set up automations, specifically for automated follow-up reminders
- Design custom columns (phone, email, deal value, etc.)
- Develop efficient workflows
Essential Skills & Experience:
- Extensive knowledge of Monday.com
- Proven experience in CRM setup and development
- Ability to design and implement custom automations and workflows
The CRM should primarily track client contact details. The project is expected to be completed within 1-2 weeks. Please include relevant experience with your bid.