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

  • DPC Consultants Ltd 3 days ago

    Brilliant work again. Thank you!

  • John L. 24 days ago

    Yet another faultless job carried out by. Amazing people to work with all communications clear and concise and executed timely and precise

  • Erwan N. 10 days ago

    Another perfect job :-)

  • MCR Marketing 24 days ago

    Excellent Work!

  • Francis Q. 21 days ago

    Great work again...3 years and still using him. Thanks...

  • Qasim M. 1 days ago

    Very responsive and a great work

  • Omar S. 17 days ago

    Working with worker was a pleasure.He did a very good job.

  • Nuha W. 29 days ago

    Perfect work. Patient with the Costomer. Professional

  • Chris S. 21 days ago

    Very responsive and good work, thank you

  • Dorothea F. 3 days ago

    very helpful, patient and delivered the project exactly how I wanted it.

Order details€410

5 days
Contact the seller