You will get your CRM data migrated and a built monday scalable business system
Project details
Switching CRM platforms or moving away from spreadsheets doesn't have to be overwhelming.
I help businesses migrate, clean, organise, and optimise their customer data while building a customised CRM that supports sales, operations, project management, and reporting using monday crm
My approach goes beyond data migration; I redesign your workflows to ensure your new system improves efficiency and scales with your business.
I help businesses migrate, clean, organise, and optimise their customer data while building a customised CRM that supports sales, operations, project management, and reporting using monday crm
My approach goes beyond data migration; I redesign your workflows to ensure your new system improves efficiency and scales with your business.
Target Country
Worldwide, United States, CanadaWhat's included
| Service Tiers |
Starter
$495
|
Standard
$925
|
Advanced
$1,545
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 7 days |
Number of Projects | 1 | 3 | 5 |
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
About Tosin
Mondaycom Expert | AI Automation | CRM | Workflow | Project Management
Helsinki, Finland - 2:43 am local time
I am a Monday com Expert, CRM Consultant, and Business Operations Consultant specializing in AI Automation, Workflow Automation, CRM Implementation, Project Management, Marketing Automation, Sales Pipeline Optimization, Dashboard Development, Business Process Automation, and System Integration.
I help businesses replace manual workflows with intelligent business systems built on Monday com, connected through Zapier, Make, API Integrations, Webhooks, and AI-powered automation.
I don't simply build boards.
I design complete business operating systems that automate processes, centralize operations, improve visibility, streamline workflows, optimize project management, strengthen CRM processes, improve marketing operations, and give leadership real-time dashboards for better decision-making.
Whether you're implementing Monday com CRM, redesigning an existing workspace, migrating from spreadsheets, or integrating multiple business applications, I'll build a scalable solution designed around how your business actually works not generic templates.
MONDAY COM CRM IMPLEMENTATION
As a Monday com Expert, I build customized Monday com CRM systems that improve customer management, operations, project delivery, and business performance.
✔ Monday com CRM Setup
✔ Monday com CRM Customization
✔ Monday com CRM Migration
✔ CRM Implementation
✔ CRM Optimization
✔ CRM Consulting
✔ Customer Relationship Management
✔ Sales Pipeline Design
✔ Lead Management
✔ Lead Qualification
✔ Customer Onboarding
✔ Opportunity Tracking
✔ CRM Dashboard
✔ Executive Dashboard
✔ KPI Dashboard
AI AUTOMATION & WORKFLOW AUTOMATION
Modern businesses should automate repetitive work not hire more people to manage it.
I design AI Automation and Workflow Automation systems that improve efficiency across sales, marketing, operations, finance, HR, customer service, and project management.
Services include:
✔ AI Automation
✔ Workflow Automation
✔ Business Process Automation
✔ Process Optimization
✔ Marketing Automation
✔ Sales Automation
✔ Customer Journey Automation
✔ Approval Workflows
✔ Notification Automation
✔ Task Automation
✔ Recurring Workflows
✔ AI Reporting
✔ AI-Powered Operations
PROJECT MANAGEMENT & OPERATIONS
I build scalable Project Management systems that improve collaboration, accountability, reporting, and operational visibility.
✔ Project Management
✔ Project Portfolio Management
✔ Resource Planning
✔ Workload Management
✔ Gantt Charts
✔ Timeline Planning
✔ Milestone Tracking
✔ Operations Dashboard
✔ Executive Dashboard
✔ KPI Reporting
✔ Team Collaboration
✔ Business Operations
✔ Operations Management
✔ Process Management
SALES PIPELINE & MARKETING
Your CRM, Sales Pipeline, and Marketing should work together not as separate systems.
I create connected workflows that improve lead generation, customer engagement, sales forecasting, campaign management, and business growth.
✔ Sales Pipeline
✔ Marketing Automation
✔ CRM Integration
✔ Lead Capture
✔ Lead Routing
✔ Customer Journey
✔ Email Automation
✔ Campaign Management
✔ Customer Segmentation
✔ Sales Reporting
✔ Marketing Dashboard
✔ Revenue Operations
INTEGRATIONS & CONNECTED SYSTEMS
I connect Monday com with the tools your business already uses to create one seamless operational ecosystem.
✔ Zapier
✔ Make
✔ API Integration
✔ REST API
✔ Webhooks
✔ HubSpot
✔ Airtable
✔ Notion
✔ Google Workspace
✔ Slack
✔ Microsoft Teams
✔ Calendly
✔ Gmail
✔ Outlook
✔ Google Sheets
✔ Microsoft Excel
INDUSTRIES I SUPPORT
• E-commerce
• SaaS
• Construction
• Real Estate
• Marketing Agencies
• Professional Services
• Consulting
• Education
• Healthcare
• Financial Services
• Startups
WHY CLIENTS WORK WITH ME
I don't build software for the sake of automation I build systems that solve real business problems.
Every Monday com CRM, Workflow, AI Automation, Project Management solution, Marketing Automation workflow, Dashboard, Sales Pipeline, Integration, and Business Process is designed to reduce manual work, improve collaboration, increase visibility, and support long-term growth.
My approach starts with understanding your business, identifying bottlenecks, mapping your processes, and designing a system that fits your operations. From there, I implement your Monday com workspace, automate repetitive tasks, integrate your existing tools, build executive dashboards, and provide documentation and training to ensure your team adopts the solution successfully.
Whether you need need a Monday com Expert, CRM Consultant, Workflow Automation Specialist, AI Automation Consultant, Project Management Consultant, Marketing Automation Expert, or Business Operations Consultant, I'll help you build a reliable, scalable system that saves time, improves efficiency, and supports sustainable growth.
Steps for completing your project
After purchasing the project, send requirements so Tosin can start the project.
Delivery time starts when Tosin receives requirements from you.
Tosin works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery & Data Assessment
Review your existing CRM or spreadsheets, define migration goals, and identify potential challenges.
Data Cleanup & System Design
Clean, organize, and map your data while designing the structure of your new CRM.