Monday.com Sales CRM Boards Setup

min $50 USD / hour

Closed

Posted 14 days ago

min $50 USD / hour

I already have a simple CRM setup in Monday but I’ve messed up the connections between leads, accounts and contacts. I need someone to help me fix it Here’s what I’m aiming for: • A lead-tracking board where new enquiries drop in automatically (webform, email, or manual entry), tagged and assigned with status columns we can tailor. • A funnel board that visualises each deal’s stage, value, probability, and next action, with automations that nudge reps when deals stall or close dates slip. • A contacts board storing all company and person-level details, linked to the deal records so everything stays in sync. Please wire these boards together with [login to view URL]’s native automations, simple dashboards for pipeline totals and conversion rates, and views my reps can filter by owner or region. I’ll also need short loom-style walkthroughs so the team understands how to use what you build. If you’re confident in [login to view URL] workflows, column formulas, and automations, let me know your approach and timeline.

Project ID: 40393836

About the project

67 proposals

Remote project

Active 13 days ago

Looking to make some money?

Email address

Benefits of bidding on Freelancer

Set your budget and timeframe

Get paid for your work

Outline your proposal

It's free to sign up and bid on jobs

67 freelancers are bidding on average $52 USD/hour for this job

@corpmember29

Hello, I’ve reviewed your current CRM issue and can fix the broken connections between leads, deals, and contacts in Monday.com. I will restructure your boards to ensure proper data flow—setting up a lead board with automated capture (forms/email), a funnel board with deal stages, value, probability and follow-up automations, and a contacts board linked using mirror columns and relationships so everything stays in sync. I will implement native automations, formulas, and dashboards for pipeline tracking, conversion rates, and filtered views by owner/region. I’ll also provide short Loom walkthroughs for your team to easily manage the system. I WILL PROVIDE 2 YEAR FREE ONGOING SUPPORT AND COMPLETE SOURCE CODE. WE WILL WORK WITH AGILE METHODOLOGY AND WILL GIVE YOU ASSISTANCE FROM ZERO TO PUBLISHING ON STORES. Thanks

$50 USD in 40 days

4.8

(24 reviews)

7.3

@toriquldev123

At Toriqul Global Solutions, we transform ideas into high-performing digital products. We are a professional web development agency led by Engineer Md. Toriqul Islam brings over a decade of expertise in designing and developing websites, applications, and custom digital solutions. What We Deliver: ✔ Stunning modern websites ✔ Powerful custom web applications ✔ Mobile apps for Android & iOS ✔ E-commerce platforms ✔ Business automation systems ✔ SEO-friendly and fast-loading websites Our Tech Stack: React, Node.js, Laravel, PHP, WordPress, Python, .NET, MySQL, MongoDB, React Native, Bootstrap, JavaScript, and more. Why Clients Trust Us: • Business-focused solutions • Clean UI/UX design • Secure & scalable systems • Reliable deadlines • Transparent communication • Excellent after-sales support We don’t just build websites, we build results. Let’s create something amazing together. Best Regards, Toriqul Global Solutions

$50 USD in 40 days

5.0

(52 reviews)

5.8

@techsty2014

Hello, I will fix the Leads/Accounts/Contacts connections in Monday, add intake via WorkForms or email, a funnel board with stage/value/probability/next-action columns and stall-alert automations, contacts linked to deals, dashboards for pipeline totals and conversion rates, owner/region views, and Loom walkthroughs for the team. Most broken Monday CRMs share one root: mismatched Connect Boards and missing Mirror columns, so data looks disconnected even when items are technically linked. I will standardize the Connect column on both sides and add Mirrors so every board shows what it needs. Questions: 1) Plan (Standard, Pro, Enterprise)? 2) Rough deal volume per month? 3) Existing WorkForm, or fresh setup? Send me a message and we can go over the details. Best regards, Faizan

$50 USD in 40 days

4.7

(13 reviews)

5.3

@Rajatt1099

Hi there, Quick question before I jump in: are you currently using separate boards for leads, deals, and contacts, or is everything mixed into one board right now? I’ll restructure your Monday setup into a clean, connected CRM so leads, deals, and contacts stay perfectly in sync and your team gets full pipeline visibility. * Lead board: auto-capture from forms/email/manual with status, tags, and assignment * Deals (funnel) board: stage-based pipeline with value, probability, next action tracking * Contacts board: company + person-level data linked to deals * Proper board relationships using mirror + connect columns (no broken links) * Automations for: * Lead → deal conversion * Stage updates & ownership assignment * Reminders for stalled deals / missed close dates * Dashboards: * Pipeline value * Conversion rates * Rep performance views * Custom views for filtering by owner, region, or stage Approach: * Audit current structure → rebuild board relationships → apply automations → test flows → create dashboards Deliverables: * Fully connected CRM system * Clean automation logic (no duplication/conflicts) * Short Loom walkthroughs for your team Timeline: * 1–2 days depending on current setup complexity Quick questions: * Which tools are feeding leads (forms, email, and integrations)? * Do you need email sync or just tracking inside Monday? Let’s clean this up properly. Regards, Rajat Trivedi

$50 USD in 40 days