I will setup monday crm, asana workflow, automation make com

oriola victor

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About this service

Summary

We offer a comprehensive setup for your project management and CRM systems, including tailored automation in Asana, customized CRM configuration in Monday, and streamlined task automation with Make.com. What sets us apart is our focus on creating a seamless, integrated workflow that not only boosts efficiency but also simplifies your day-to-day operations, backed by detailed training and support.

Process

Initial Consultation: Meet with the client to understand their requirements, goals, and existing processes.

Define project scope, objectives, and deliverables.

System Assessment: Review current project management and CRM tools.

Identify gaps and areas for improvement.

What's included

Automated Project Management and Monday CRM System Setup
A fully configured project management system that includes: Asana Workflow Automation: Automated task assignments, reminders, and status updates set up to streamline project tracking and team collaboration. Monday CRM Integration: Customized CRM setup to manage client interactions, track project milestones, and ensure seamless communication. Make.com Automation: Implemented automations to handle repetitive tasks, integrate various tools, and optimize workflow efficiency. Training and Documentation: Comprehensive user guides and training sessions to ensure effective use of the new systems.

Duration

4 days

Skills and tools

Project Manager