Setup Monday.com CRM with all possible integration

About this ad

Hello There,

"If you are looking to build your CRM on Monday.com, this is the perfect combo! You will get the boards with automation and integrations, from the sales pipeline, the estimate creation to a powerful dashboard with all possible KPIs."

Your CRM Workspace on Monday.com will have the following boards:
-- Company Directory
-- Sales Pipeline
-- Activities boards for all the follow-up activities
-- Proposal generation (Standard & Advanced)
-- Estimate or quote board with all your inventory items (Standard & Advanced)
-- Digital signature for proposals (Advanced)

BONUS! You get a powerful dashboard that summarizes all your KPIs in one place. It’s the perfect management tool, helping you see data in real-time and enabling better decision-making.

Services included:
-- Email integration in all boards
-- Internal messaging platform integration (with Slack or Microsoft Teams)
-- Integration with a Document generation app
-- Integration with OpSign to collect digital signatures
-- Up to 20 automated workflows across all boards (number of tasks that you will be saving time for)
-- Kickoff Call & Training Call

Let Monday.com do the work for you. I can show you how.

Regards,
Sucha Singh K.

About the seller

Reviews on the ad

  • Amit C. 6 days ago

    Excellent workby

  • Paul A. 17 days ago

    Once again completed to wik with speed and courtesy, I reccomend 100%!

  • DPC Consultants Ltd 17 days ago

    Brilliant work again. Thank you!

  • Mike N. 15 days ago

    Great as usual!

  • Jesse R. 20 days ago

    Great work.

  • Musanaph A. 6 days ago

    Fantastic, thank you for your support, advice and effort. Highly recommended.

  • Conner S. 18 days ago

    great work recommend always available to assist will continue to work close with

  • Erwan N. 13 days ago

    Very good job and quick service !

  • Anthony O. 27 days ago

    Absolutely amazing experience. worker has the patience of 10 saints. Thorough, creative, quick. Couldn't have wished for a better experience.

  • Aaron O. 1 days ago

    Absolutely amazing work, great time and effort put into our project. Continued a good length of time and the support and quality offered was amazing. Highly recommend and any website work I will ever do I will do with Vishal!

Order details€410

5 days
Contact the seller