[login to view URL] CRM Expert and Workspace Optimizer
$2-8 CAD / orë
We are seeking a skilled and experienced freelancer to optimize our [login to view URL] workspace and establish a fully functional CRM system tailored to our business needs. The ideal candidate will be proficient in [login to view URL] automation, workflow customization, and CRM integration. If you have a track record of enhancing productivity through [login to view URL] and delivering seamless CRM solutions, we’d love to hear from you!
Responsibilities:
[login to view URL] Workspace Optimization:
Audit the current [login to view URL] setup and identify areas for improvement.
Create and enhance boards, dashboards, and automations to streamline workflows.
Optimize team collaboration and task management within Monday.com.
CRM Setup and Integration:
Design and implement a CRM system using [login to view URL] to manage leads, deals, and client relationships.
Integrate third-party tools and platforms with [login to view URL] (e.g., email, Slack, or Google Workspace).
Develop automations for lead tracking, follow-ups, and sales pipelines.
Training and Support:
Provide training sessions to team members on the updated [login to view URL] and CRM functionalities.
Offer ongoing support and troubleshoot issues as needed.
Documentation and Reporting:
Create detailed documentation for workflows, automations, and processes.
Generate reports and insights from [login to view URL] CRM to track performance and efficiency.
Qualifications:
Proven experience in optimizing [login to view URL] for business use cases.
Strong expertise in setting up and customizing [login to view URL] as a CRM tool.
Proficient in creating automations, integrations, and dashboards within Monday.com.
Familiarity with third-party integrations like Zapier, Integromat, or native integrations with Monday.com.
Excellent problem-solving skills and attention to detail.
Strong communication skills and ability to train non-technical users.
Experience in project management or CRM systems is a plus.
Preferred Skills:
Familiarity with sales processes and client relationship management.
Knowledge of API integrations and advanced workflow setups.
Experience in customizing [login to view URL] for specific industries or teams.
ID Projekti: #38940915
