Expert in Monday.com (CRM architecture and process automation)

System & Network Administration, Client Management & CRM — incorrectly specified categories?

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About the Role

We are looking for a strong Monday.com expert who specializes in building CRM architecture, business process logic, and complex automations.

This is not just a technical setup. We need someone who can:

Analyze the current Monday structure
Understand our business processes
Suggest improvements to the architecture
Build automation logic
Optimize the system for scaling

We actively use Monday.com and invest a significant budget in the platform (about $1000/month), so it is important to use its functionality as effectively as possible.

What Needs to Be Done

Conduct an audit of the current structure
Analyze boards, automations, scenarios
Identify weaknesses and growth points
Propose an improved CRM architecture
Build and optimize automation scenarios

Example Task:

When a new account/client is created →
the logic is automatically triggered →
tasks are distributed among the team →
the team clearly understands the next steps →
the warming up/launch/loading of products happens without delays.

We need a systematic logic of processes, similar to well-thought-out scenarios in ClickUp, but implemented and optimized specifically in Monday.com.

Proposals 2

Oleg Vasilyev

18 1

Budget: 1111 UAH Deadline: 1 day

Hello.

I can complete the task. I have extensive experience working with various CRMs and setting up business processes, including with Monday.com. Timelines and costs will be discussed after going over the details.
Write to me, I will do everything quickly and efficiently.

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