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Happyness R
@grace_swiss
CRM Setup, Automation Expert, Monday com GHL Make com Zapier
Nigeria
Englisch, Deutsch, Französisch, Spanisch, Italienisch, Arabisch, Griechisch, Vietnamesisch, Kroatisch, Hebräisch, Japanisch, Niederländisch, Urdu
Über mich
𝐌𝐨𝐧𝐝𝐚𝐲 𝐜𝐨𝐦 𝐂𝐑𝐌 & 𝐖𝐨𝐫𝐤𝐟𝐥𝐨𝐰 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 𝐒𝐩𝐞𝐜𝐢𝐚𝐥𝐢𝐬𝐭 𝐡𝐞𝐥𝐩𝐢𝐧𝐠 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬𝐞𝐬, 𝐚𝐠𝐞𝐧𝐜𝐢𝐞𝐬 & 𝐭𝐞𝐚𝐦𝐬 𝐭𝐮𝐫𝐧 𝐦𝐞𝐬𝐬𝐲 𝐰𝐨𝐫𝐤𝐟𝐥𝐨𝐰𝐬 𝐢𝐧𝐭𝐨 𝐨𝐫𝐠𝐚𝐧𝐢𝐳𝐞𝐝 𝐬𝐲𝐬𝐭𝐞𝐦𝐬.
Many Monday com users struggle with scattered leads, manual tasks, missed follow-ups, messy data, disconnected apps, and poor visibility. I solve this with Monday com CRM setup, workflow automation, lead & pipeline management, dashboards, data migration, and Make com/Zapier integrations.
Need a cleaner, more automated Monday com workspace? Let’s build it.
Kompetenzen
Happyness R
offline •
Durchschnittliche Antwortzeit: 1 Stunde
Meine Dienstleistungen
Automatisierungen und Agenten
I will monday com CRM monday make automation expert admin virtual assistant made com pm
Projektmanagement-Software
I will setup monday com clickup make automation gohighlevel moxie CRM virtual assistant
Portfolio
Arbeitserfahrung
Monday.com CRM & Workflow Automation Specialist
Freelancer.com • Freiberufler
Oct 2024 - Present • 2 yrs
I specialize in building and optimizing Monday.com CRM and workflow systems that help businesses organize leads, manage sales pipelines, automate repetitive tasks, and improve team visibility. I work with businesses and teams to turn manual processes into structured, easy-to-manage workflows inside Monday.com. My work includes designing CRM boards, sales pipelines, custom workflows, automations, dashboards, forms, task management systems, and client onboarding processes. I also connect Monday.com with tools such as Make.com and Zapier to automate data movement and reduce repetitive administrative work. Key Responsibilities & Achievements: • Designed and customized Monday.com CRM systems for lead management, sales pipelines, client tracking, and project operations. • Built automated workflows for lead assignment, follow-ups, status changes, notifications, task creation, and team handoffs. • Improved visibility across sales and operations by creating structured boards, dashboards, views, and reporting workflows. • Connected Monday.com with external platforms using Make.com and Zapier to streamline repetitive processes and reduce manual data entry. • Helped businesses organize scattered processes into clear, scalable workflows that teams can easily follow. • Supported client onboarding and internal handoff processes by creating structured workflows from sales close through project setup and team assignment. • Troubleshot and optimized existing Monday.com workflows, automations, formulas, and CRM processes to improve reliability and usability.
