You will get monday.com workflow monday.com automation monday.com crm monday.com consult
Project details
Are you looking for a reliable expert to streamline your operations, manage your projects, or build a fully automated system inside monday.com? I help business owners and teams like yours eliminate chaos, save time, and boost productivity.
As a Monday.com Certified Partner and experienced Project Manager, I specialize in creating tailored monday.com workflows that simplify your daily operations. From monday CRM setups to complex monday.com automation, I design systems that do the heavy lifting for you — so you can focus on growth.
Whether you need help managing projects, handling daily admin as a Virtual Assistant, or optimizing your current monday setup, I’m here to bring structure, strategy, and results.
What I offer:
✅ Custom Monday.com workflow setup tailored to your business
✅ Design and implementation of smart Monday.com automations
✅ Build or optimize your Monday CRM for lead, client, and task management
✅ Dashboard creation and team structure setup
✅ Data migration and workspace cleanup
✅ Ongoing project or task management
✅ Admin and VA support inside Monday.com (reminders, timelines, updates)
Message me now to get started
As a Monday.com Certified Partner and experienced Project Manager, I specialize in creating tailored monday.com workflows that simplify your daily operations. From monday CRM setups to complex monday.com automation, I design systems that do the heavy lifting for you — so you can focus on growth.
Whether you need help managing projects, handling daily admin as a Virtual Assistant, or optimizing your current monday setup, I’m here to bring structure, strategy, and results.
What I offer:
✅ Custom Monday.com workflow setup tailored to your business
✅ Design and implementation of smart Monday.com automations
✅ Build or optimize your Monday CRM for lead, client, and task management
✅ Dashboard creation and team structure setup
✅ Data migration and workspace cleanup
✅ Ongoing project or task management
✅ Admin and VA support inside Monday.com (reminders, timelines, updates)
Message me now to get started
Target Country
Worldwide, United States, AustraliaWhat's included
| Service Tiers |
Starter
$30
|
Standard
$150
|
Advanced
$300
|
|---|---|---|---|
| Delivery Time | 1 day | 3 days | 10 days |
General Project Consulting | - | - | - |
Define Project Goals | - | - | - |
Define Deliverables & KPIs | - | - | - |
Establish Schedule & Milestones | - | - | - |
Risk Management | - | - | - |
Resource Management | - | - | - |
Budget Management | - | - | - |
Project Reports | - | - | - |
Project Diagrams Provided | - | - | - |
10 reviews
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IL
Insure L.
Apr 6, 2026
Job Title: IT Support & Automation Specialist (Part-Time | Remote)
Great Job!
MA
Misbah A.
Mar 26, 2026
Monday.com Expert Needed for CRM & Workflow Setup (Quick Project)
Theresa did an excellent job setting up our Monday.com system. She understood the requirements quickly and delivered a clean, well-structured workflow that was easy for our team to use immediately.
Her attention to detail, organization, and ability to simplify the setup really stood out. Communication was smooth throughout the project, and she was proactive in suggesting improvements that made the system even better.
For a small project, she went above expectations and delivered real value. I would definitely recommend her to anyone looking for a reliable and skilled Monday.com expert, and I look forward to working with her again.
Her attention to detail, organization, and ability to simplify the setup really stood out. Communication was smooth throughout the project, and she was proactive in suggesting improvements that made the system even better.
For a small project, she went above expectations and delivered real value. I would definitely recommend her to anyone looking for a reliable and skilled Monday.com expert, and I look forward to working with her again.
SA
Sidiq A.
Mar 8, 2026
Urgent: Need Help Setting Up a Simple Monday.com Automation
Theresa did an excellent job setting up and optimizing our Monday.com automations. She implemented the status triggered workflows and notifications exactly as needed, and also provided helpful recommendations to make the automation more efficient. Communication was clear, and she delivered on time. Highly professional and skilled. I would gladly work with her again😊
SR
Shannin R.
Jan 30, 2026
Monday.com CRM Setup and Optimization Specialist
TO
Taiwo O.
Jan 16, 2026
Simple Monday.com Board Setup
Theresa Set up a basic Monday.com board with the columns and structure I requested. Everything was clear and easy to use. Delivered within the timeline.
About Achanya
Monday CRM & Operations Specialist | Make com Automation Expert
90%
Job Success
Ile-Ife, Nigeria - 8:37 am local time
They need a system that actually helps their team manage leads, track projects, automate repetitive work, and gain visibility into daily operations.
The challenge I see most often is that businesses invest in Monday CRM, automation tools, and project management software but still struggle with disconnected workflows, manual follow-ups, scattered information, and poor accountability. Teams spend more time updating systems than using them.
That's where I help.
I'm a Monday CRM & Operations Specialist who helps businesses build structured, scalable systems using Monday com, Make com, Zapier, and API integrations. My focus is creating operational workflows that connect sales, project delivery, client onboarding, team collaboration, and reporting into one streamlined system.
Whether you're managing projects, clients, internal operations, service delivery, or customer relationships, I design systems that reduce manual work, improve visibility, and help teams execute more efficiently.
🔹 Services I Provide
✔ Monday com setup, implementation, and optimization
✔ Monday CRM configuration and pipeline design
✔ Workflow automation using Make com and Zapier
✔ CRM automation and customer relationship management systems
✔ Business process automation and workflow optimization
✔ Project management systems and project workflows
✔ Lead management and sales pipeline automation
✔ Dashboard creation and operational reporting
✔ API integrations and cross-platform automation
✔ Google Sheets automation and data synchronization
✔ Client onboarding and service delivery workflows
✔ Team management and operational workflow design
🔹 My Approach
I don't start with boards, automations, or templates.
I start with your business process.
First, I analyze how work currently moves through your organization. Then I identify problems, communication gaps, manual processes, and reporting challenges. Finally, I design a system inside Monday com that reflects how your business actually operates.
The result is a structured system where:
• Leads move through clear CRM workflows
• Projects follow defined processes and accountability
• Tasks are automated where possible
• Teams have visibility into priorities and progress
• Managers have access to real-time reporting and dashboards
• Operations become easier to scale
🔹 Industries & Workflows Supported
I have experience supporting workflow and CRM systems for service businesses, professional services, healthcare practices, real estate teams, marketing agencies, construction companies, consultants, startups, and growing operational teams.
🔹 Tools & Platforms
Monday com | Monday CRM | Make com | Zapier | API Integration | Google Sheets | ClickUp | Notion | Asana | Trello | HubSpot | OpenAI API | ChatGPT API | WhatsApp Integrations | Gmail API
🔹 What Clients Can Expect
✔ Organized and scalable operational systems
✔ Reduced manual work through automation
✔ Improved CRM tracking and follow-up processes
✔ Better team visibility and accountability
✔ Streamlined project and workflow management
✔ Clear dashboards for decision-making and reporting
✔ Systems designed for long-term growth, not temporary fixes
If you're looking for a Monday CRM and Make com specialist who understands operations, workflow automation, CRM systems, and business process improvement, I would be happy to discuss your project.
Send me a message and let's build a system that helps your team work smarter, stay organized, and scale with confidence.
Steps for completing your project
After purchasing the project, send requirements so Achanya can start the project.
Delivery time starts when Achanya receives requirements from you.
Achanya works on your project following the steps below.
Revisions may occur after the delivery date.
Initial Step
A detailed document on what you'll like my assistance with The login details to your Monday account (this should contain the account name) report of your Monday.com current state (preferably with images)