Monday.com CRM Weekly Management

I run my customer operations inside [login to view URL] and need a reliable pair of hands to keep everything tidy and insightful. Three times a week you will log in, review all incoming data, and make sure every record is current. Beyond simple updates, I already have several boards with automations in place; they work, but they’re clunky. I’ll count on you to refine those recipes, adjust triggers and conditions, and spot any gaps that waste time or create duplicate work. Once the boards behave as they should, I’d like fresh, clear reports scheduled so I can track pipeline health and team performance without pulling numbers myself. Deliverables each week: • Data cleaned and synced across all active boards • Existing automations tested, streamlined, and documented • At least one status or performance report generated and shared Everything is organised but growing fast, so attention to detail and solid [login to view URL] know-how are essential. Let’s keep the workflow smooth and the data trustworthy.

Project ID: 40186583