You will get a Smarter Sales Pipeline built with monday.com CRM
Top Rated
Project details
This CRM project is designed to help businesses centralize customer data, streamline workflows, and gain clear visibility across sales, marketing, and support operations. I focus on building CRMs that are practical, scalable, and aligned with real business processes—not overengineered systems that teams avoid using.
The engagement includes requirement discovery, process mapping, CRM configuration, data cleanup or migration, automation setup, reporting dashboards, and user enablement. I ensure clean data structures, clear ownership, and measurable KPIs so leadership can trust the system and teams can work efficiently.
My approach emphasizes accuracy, adoption, and long-term usability, ensuring the CRM becomes a single source of truth that improves productivity, accountability, and decision-making from day one.
The engagement includes requirement discovery, process mapping, CRM configuration, data cleanup or migration, automation setup, reporting dashboards, and user enablement. I ensure clean data structures, clear ownership, and measurable KPIs so leadership can trust the system and teams can work efficiently.
My approach emphasizes accuracy, adoption, and long-term usability, ensuring the CRM becomes a single source of truth that improves productivity, accountability, and decision-making from day one.
Platform
OtherWhat's included
| Service Tiers |
Starter
$200
|
Standard
$300
|
Advanced
$500
|
|---|---|---|---|
| Delivery Time | 10 days | 30 days | 60 days |
Number of Revisions | 1 | 2 | 5 |
119 reviews
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SW
Sean W.
May 6, 2026
HubSpot CRM Setup Expert Needed
Helped us with a Hubspot implementation. Thanks.
DP
Donna P.
Apr 6, 2026
Monday.com setup
MS
Michael S.
Mar 22, 2026
Salesforce Integration
amazing to work with.
DS
Dominic S.
Mar 5, 2026
Conversion of Website from Wordpress/Elementor to Hubspot
They did a great job for us! Would use again!
JS
James S.
Jan 26, 2026
Pandadoc Template Integration with monday.com
Easy to work with, efficiant
About Vivek
30x Salesforce Consultant | HubSpot & Monday | CRM Expert
97%
Job Success
Bangalore, India - 1:08 am local time
Strategic Implementations | No-Code/Low-Code Workflows | Multi-Platform Integrations
Hi, I’m Vivek — CTO at CloudCache Consulting, a certified Salesforce Summit Partner and Gold Monday & HubSpot Partner.
With over 14+ years of CRM experience, 30+ Salesforce certifications, and a proven job success rate on Upwork, I help businesses scale smarter with intelligent CRM implementations, cross-platform integrations, AI innovations and automation-driven solutions.
I’ve successfully delivered 1,000+ CRM and automation projects across sectors, including SaaS, finance, real estate, nonprofits, and retail—designing systems that cut manual effort, unify teams, and elevate customer experiences.
🛠️ My Core Services:
⚙️ Salesforce Implementation & Consulting
(Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, CPQ, Field Service)
📈 HubSpot CRM & Marketing Automation
(Onboarding, pipeline setup, lead scoring, marketing campaigns, sales automation)
📋 Monday CRM & Workflow Solutions
(Sales pipelines, project management boards, task tracking, automation with Make)
🧑💻 Custom Development & AppExchange Packages
(Apex, LWC, Flow Builder, Aura, custom Lightning apps, AppExchange publishing and managed packages)
🔌 Complex Integrations
(Integrations with SAP, NetSuite, Stripe, DocuSign, Zoom, Shopify, QuickBooks, Xero, and REST/SOAP APIs, powered by Make, Zapier, and Workato for scalable no-code/low-code automation)
Data Migration & Cleansing
(Migrate from HubSpot, Excel, ACT! with deduplication and data integrity)
Nonprofit Success Pack (NPSP)
(Grant management, donation tracking, volunteer portals, custom reports)
Tech Stack & Tools:
Languages & Frameworks:
Apex, LWC, Aura, SOQL, JavaScript (React, Angular, Vue)
Automation:
Flow Builder, Process Builder, Journey Builder, Workflow Rules
Forms & Docs:
FormAssembly, Titan, Formstack, Docomotion
Security & Compliance:
Field-Level Security (FLS), Role Hierarchies, Sharing Rules
🔄 Integration & Automation Platforms:
Make(Integromat) – Visual automation for Salesforce, HubSpot, Monday, and third-party SaaS
🔹Zapier – Quick-turn integrations and task automation across 5,000+ apps
🔹Workato – Enterprise-grade iPaaS platform for building complex cross-cloud workflows
🔹Celigo, MuleSoft, and Tray also supported
🎓 Salesforce Certifications (30x+):
🏗️ Application Architect & System Architect
🔌 Integration Architecture Designer
👨💻 Platform Developer I & II
🛠️ Admin & Advanced Admin
💼 Sales, Service, Marketing, Experience Cloud Consultant
💸 CPQ, 🛠️ Field Service, 🎛️ OmniStudio Developer
📊 Tableau CRM, ✉️ Pardot Consultant
❤️ Nonprofit Cloud Consultant.
🧡 HubSpot CRM Partner Expertise:
As a HubSpot-certified Partner, I help businesses implement and scale Sales, Marketing, and Service Hubs.
From custom deal stages and lead scoring to email automation and dashboard reporting, I build systems that drive ROI.
Integrations include Shopify, Zoom, Calendly, Stripe, and more.
🟧 Monday Consulting Excellence:
As a Gold Partner, we’ve helped 100+ companies streamline operations using Monday Work Management, Monday CRM, and Monday Dev.
I build no-code/low-code workflows for:
✅ Project tracking
📊 Sales operations
🚀 Onboarding & service delivery
🤝 Cross-team collaboration
🔁 Automation via native tools and Make
🌟 Why Clients Choose CloudCache Consulting:
🧠 14+ Years CRM Expertise with Cross-Industry Domain Knowledge
💼 100% Upwork Job Success Score | Long-Term Client Relationships
🔁 End-to-End Delivery: Consulting → Development → Deployment
📣 Transparent Communication, ⚡ Agile Execution & 📄 Documentation
🛡️ ISO 9001 & 27001 Certified Processes | 🌍 GDPR Compliant
🌐 Trusted by Startups, SMEs, and Global Enterprises Alike
💰 Cost-Efficient Solutions, ⏱️ On-Time Delivery, Long-Term Relationships
🚀 Let’s build CRM systems that don’t just work—but drive growth.
#Project Management #CRM #CRMDevelopement #CustomerRelationshipManagement #mondaycom #HubSpotCRM #CRMImplementation #CRMAutomation #WorkflowAutomation #BusinessProcessAutomation #APIIntegration #CRMMigration #RevenueOperations #SalesOperations #SalesforceCRM #Make. com #Zapier #HubSpotSalesHub
Message me today to discuss your Salesforce, HubSpot, or Monday needs.
Steps for completing your project
After purchasing the project, send requirements so Vivek can start the project.
Delivery time starts when Vivek receives requirements from you.
Vivek works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery
Detailed discovery of the requirement with monday.com expert