You will get monday.com CRM with automation workflows and integrations


Project details
If your CRM feels messy, slow, or you’re missing follow-ups, the problem is not your business — it’s your system.
I build clean and automated CRM systems inside monday.com that help you track leads, manage clients, and automate repetitive tasks so nothing slips through.
Instead of chasing updates or doing manual follow-ups, your system will handle it for you.
Here’s what you will get:
– A structured and easy-to-use CRM
– Automated workflows (lead tracking, follow-ups, status updates)
– Clean pipelines and boards
– Dashboards for clear reporting
– Integrations with tools like Make.com and Zapier
I focus on building systems that are simple, scalable, and actually used by your team.
I build clean and automated CRM systems inside monday.com that help you track leads, manage clients, and automate repetitive tasks so nothing slips through.
Instead of chasing updates or doing manual follow-ups, your system will handle it for you.
Here’s what you will get:
– A structured and easy-to-use CRM
– Automated workflows (lead tracking, follow-ups, status updates)
– Clean pipelines and boards
– Dashboards for clear reporting
– Integrations with tools like Make.com and Zapier
I focus on building systems that are simple, scalable, and actually used by your team.
Target Country
United Kingdom, Canada, RussiaWhat's included
| Service Tiers |
Starter
$10
|
Standard
$50
|
Advanced
$300
|
|---|---|---|---|
| Delivery Time | 2 days | 4 days | 6 days |
Number of Projects | 1 | 3 | 4 |
General Project Consulting | |||
Define Project Goals | - | ||
Define Deliverables & KPIs | - | ||
Establish Schedule & Milestones | - | ||
Risk Management | - | - | |
Resource Management | - | ||
Budget Management | - | ||
Project Reports | - | - | |
Project Diagrams Provided |
Frequently asked questions
46 reviews
(44)
(0)
(0)
(0)
(2)
This project doesn't have any reviews.
BZ
Bello Z.
Jun 14, 2026
Need a Certified Monday.com Consultant with Zapier Experience for CRM & Workflow Automation
Working with Adeyemi was one of the best decisions we made for our business. He genuinely cared about our success, took the time to understand our challenges, and transformed our messy processes into a streamlined system that gave us clarity and confidence. Beyond his technical expertise, his communication, dedication, and commitment to delivering real results exceeded every expectation we had.
AO
Abdulsalam O.
Jun 13, 2026
Monday.com Business Process & Automation Consultation
Adeyemi did an excellent job optimizing our Monday.com workspace and automating several key business processes. His communication was outstanding, he delivered everything on time, and the improvements significantly increased our team's efficiency.
TO
Temidayo O.
May 29, 2026
Monday.com Automations & Workflow Integration Expert For Mortgage Company
Exceptional monday.com expert who transformed our mortgage workflow with smart automations and seamless integrations. Communication was excellent, and the systems built saved our team countless hours of manual work
AO
Adebanjo O.
May 26, 2026
Custom monday.com Vibe coding Workflows & Make.com Integrations
Adeyemi was amazing to work with all through out the engagement. He created effective monday.com workflows and automation that made our processes more efficient.
Excellent communication skills, quick turnaround times, and problem solving ability during the engagement. I highly recommend Adeyemi for monday.com, Make.com, workflow automation and process optimization
Excellent communication skills, quick turnaround times, and problem solving ability during the engagement. I highly recommend Adeyemi for monday.com, Make.com, workflow automation and process optimization
FA
Folawe A.
May 5, 2026
Monday.com AI Automation Specialist | CRM | Zapier Automation
This freelancer quickly understood our event workflow and translated it into a clear, structured automation system using Monday.com and Zapier.
He identified key bottlenecks and provided practical, well-thought-out solutions that improved overall clarity and efficiency.
Communication was excellent, and he approaches automation from a systems perspective, not just tool setup.
He identified key bottlenecks and provided practical, well-thought-out solutions that improved overall clarity and efficiency.
Communication was excellent, and he approaches automation from a systems perspective, not just tool setup.
About Adeyemi
AI Automation Expert & CRM Consultant | Monday. com | Trello | Zapier
100%
Job Success
Akure, Nigeria - 3:53 pm local time
→ Optimized workflows for 40+ businesses using Monday CRM
→ Built 200+ advanced automations with Make, Zapier, and API integrations
→ Delivered 85+ end-to-end Monday CRM implementations across multiple industries
→ Trusted by businesses across the U.S., Africa, India, China, and Russia to streamline operations and scale efficiently
A few years ago, I was helping a fast-growing team in the gift card industry during the height of their boom. They were overwhelmed with spreadsheets, email chains, repeated tasks, and missed deadlines. That’s when I discovered the power of tools like Monday, Airtable, Asana, and ClickUp.
I built a fully automated project management system for them using Monday, and for larger businesses, I created customized workflows with MondayCRM, Airtable, Zapier, Make, and ClickUp. Their chaos turned into clarity almost overnight.
Seeing transformations like this is what drives me every day.
⭐️⭐️⭐️⭐️⭐️
Hi, I’m Daniel, a creative and passionate fractional project manager with over 4 years of experience helping small businesses, agencies, coaches, and startups design smart, scalable systems. I specialize in workflow automation, CRM development, task management system design, and process optimization using tools like Monday, Airtable, ClickUp, Asana, Trello, Notion, Zapier, Make, and n8n.
𝗪𝗵𝗲𝘁𝗵𝗲𝗿 𝘆𝗼𝘂 𝗻𝗲𝗲𝗱 𝘁𝗼:
✔Build a custom CRM in Airtable, Monday, or ClickUp
✔Set up an automated onboarding workflow
✔Create a central collaboration hub
✔Configure Airtable bases, relationships, and interfaces
✔Implement advanced automations with scripts, webhooks, or APIs
✔Connect your tools through powerful integrations
…I’ll help you design a system that fits how your business operates. My goal is always to simplify processes, eliminate repetitive tasks, and save you time.
I’ve had the opportunity to work with leading organizations like the Arizona Cardiology Group and the Connecticut Higher Education Trust (CHET), helping them streamline and automate core operations.
⭐️⭐️⭐️⭐️⭐️
“Adeyemi brought order to our chaos. He set up a system in Monday that handles everything from patient intake to staff task tracking, and automated it with Zapier. We save hours every day and finally have a process that just works.”
— Arizona Cardiology Group
⭐️⭐️⭐️⭐️⭐️
“We were struggling to manage student and staff tasks with spreadsheets and emails. Adeyemi set up a fully automated system using Asana, Monday, and Zapier that organized our operations from top to bottom. It’s efficient, intuitive, and scalable.”
— Connecticut Higher Education Trust
Platforms I Work With & Automate:
Monday com | Airtable | ClickUp | Asana | Trello | Notion | Jira | Pipedrive | Smartsheet | Gmail | Slack | Twilio | Zapier | Make | n8n | Typeform | JotForm
Services I Offer:
⭐Work Management Setup (Monday, Airtable, ClickUp)
⭐Process Mapping and Consultation
⭐Workflow Implementation & Automation
⭐CRM Setup and Customization
⭐Integration & Task Automation
Industries I Serve:
Healthcare | Education | Real Estate | E-commerce | Marketing & Advertising | Consulting & Coaching | Event Management
Whether you need a monday dot com Consultant, monday CRM Expert, Workflow Automation Specialist, Make com Expert, Zapier Expert, or Business Systems Consultant, I can help you design scalable operations that save time, reduce manual work, and support growth.
Steps for completing your project
After purchasing the project, send requirements so Adeyemi can start the project.
Delivery time starts when Adeyemi receives requirements from you.
Adeyemi works on your project following the steps below.
Revisions may occur after the delivery date.
Step 1
Understand your process and requirements
Step 2:
Design your CRM structure and workflow