You will get a fully customized Monday.com CRM setup and automated workflows
Project details
Struggling with a messy sales process or a Monday.com board that doesn't actually work for your team?
I specialize in building clean, powerful CRM systems on Monday.com that help sales teams close more deals, automate repetitive tasks, and get full visibility into their pipeline without the chaos.
What I deliver:
Custom CRM boards tailored to your sales process
Automated lead tracking, follow-up reminders & status updates
Sales pipeline dashboards with real-time reporting
Integration with Gmail, Slack, Zapier, Make, and more
Data migration from spreadsheets or other CRMs
Team training and documentation
Who this is for:
Sales teams tired of spreadsheets
Agencies managing multiple clients
Startups building their first CRM
Business owners who want their team accountable
I've helped businesses across real estate, SaaS, consulting, and e-commerce transform their Monday.com into a revenue-generating machine.
Let's build a system your team will actually use.
I specialize in building clean, powerful CRM systems on Monday.com that help sales teams close more deals, automate repetitive tasks, and get full visibility into their pipeline without the chaos.
What I deliver:
Custom CRM boards tailored to your sales process
Automated lead tracking, follow-up reminders & status updates
Sales pipeline dashboards with real-time reporting
Integration with Gmail, Slack, Zapier, Make, and more
Data migration from spreadsheets or other CRMs
Team training and documentation
Who this is for:
Sales teams tired of spreadsheets
Agencies managing multiple clients
Startups building their first CRM
Business owners who want their team accountable
I've helped businesses across real estate, SaaS, consulting, and e-commerce transform their Monday.com into a revenue-generating machine.
Let's build a system your team will actually use.
Project Type
Data Entry, Ecommerce Management, Project Management, Virtual Assistance, Customer Support, OtherWhat's included
| Service Tiers |
Starter
$10
|
Standard
$50
|
Advanced
$70
|
|---|---|---|---|
| Delivery Time | 2 days | 3 days | 5 days |
Number of Revisions | 1 | 1 | 1 |
Frequently asked questions
About Adebayo
CRM & Workflow Automation Expert | HubSpot, Zapier, Monday com
Ibadan, Nigeria - 5:16 am local time
I help businesses turn Monday CRM into a powerful, automated sales machine, so you can close more deals, save time, and scale faster.
While I’m building my Upwork track record, I bring a strong foundation in:
. CRM setup and optimization
. Workflow automation logic and process design
. Sales pipeline structuring for clarity and conversion
I focus on clean systems, smart automation, and real business results, not just setup, but performance.
What makes me different?
I don’t just “set up tools”, I design systems that actually match how your business operates and grows.
Every workflow, pipeline, and automation I build is:
. Customized to your sales process
. Designed to reduce manual work
. Built to improve team productivity and visibility
With my help, you will:
Never lose track of leads again
Automate repetitive tasks and follow-ups
Have a clear, organized sales pipeline
Improve response time and conversion rates
Spend more time closing deals instead of managing data
The Service Pillars (How I Work)
Here’s what I can help you with:
🔹 Monday CRM setup & customization
🔹 Workflow automation (notifications, triggers, integrations)
🔹 Sales pipeline design & optimization
🔹 Lead tracking & management systems
🔹 Integration with tools like email, forms, and other apps
🔹 Dashboard & reporting setup for better decision-making
New to hiring on Upwork or unsure about working with me?
No problem.
I’m committed to:
Clear communication
Understanding your business needs before starting
Delivering clean, well-structured systems
Making sure everything works exactly as expected
Your satisfaction is my priority.
Let’s turn your Monday CRM into a system that actually works for you.
Send me a message, I’m ready to help you streamline your workflow and grow your sales.
Steps for completing your project
After purchasing the project, send requirements so Adebayo can start the project.
Delivery time starts when Adebayo receives requirements from you.
Adebayo works on your project following the steps below.
Revisions may occur after the delivery date.
Requirement Analysis & Strategy
Review your current sales process (lead → close) Identify bottlenecks and inefficiencies Define your CRM structure and automation goals
CRM Structure Setup
Create boards (Leads, Deals, Clients, Tasks) Define pipeline stages (e.g. New → Qualified → Closed) Add custom fields (status, value, priority, owner)