Monday.com CRM & Projects Setup

Заказчик: AI | Опубликовано: 10.03.2026

I run a two-person business and we’ve just moved to Monday.com. I need an expert who can quickly turn the platform into our all-in-one workspace. Scope • Build the core CRM: lead capture, deal stages, contact records and simple dashboards. • Create project-management boards for both client work and our own internal initiatives. • Design smart automations that replace the repetitive clicks we do today—status hand-offs, task reminders, and notifications. • Import our existing data from Asana so nothing is lost in the transition. • Configure views for client management, sales tracking and day-to-day task flow. • Walk me through the setup afterward so I can maintain it without outside help. I’m looking for a clean, well-documented workspace that lets us hit the ground running and scale as we grow. If Monday.com, its native automation builder, and Asana imports are second nature to you, let’s get started.