Monday.com Sales CRM Boards Setup

@corpmember29

Hello, I’ve reviewed your current CRM issue and can fix the broken connections between leads, deals, and contacts in Monday.com. I will restructure your boards to ensure proper data flow—setting up a lead board with automated capture (forms/email), a funnel board with deal stages, value, probability and follow-up automations, and a contacts board linked using mirror columns and relationships so everything stays in sync. I will implement native automations, formulas, and dashboards for pipeline tracking, conversion rates, and filtered views by owner/region. I’ll also provide short Loom walkthroughs for your team to easily manage the system. I WILL PROVIDE 2 YEAR FREE ONGOING SUPPORT AND COMPLETE SOURCE CODE. WE WILL WORK WITH AGILE METHODOLOGY AND WILL GIVE YOU ASSISTANCE FROM ZERO TO PUBLISHING ON STORES. Thanks

@toriquldev123

At Toriqul Global Solutions, we transform ideas into high-performing digital products. We are a professional web development agency led by Engineer Md. Toriqul Islam brings over a decade of expertise in designing and developing websites, applications, and custom digital solutions. What We Deliver: ✔ Stunning modern websites ✔ Powerful custom web applications ✔ Mobile apps for Android & iOS ✔ E-commerce platforms ✔ Business automation systems ✔ SEO-friendly and fast-loading websites Our Tech Stack: React, Node.js, Laravel, PHP, WordPress, Python, .NET, MySQL, MongoDB, React Native, Bootstrap, JavaScript, and more. Why Clients Trust Us: • Business-focused solutions • Clean UI/UX design • Secure & scalable systems • Reliable deadlines • Transparent communication • Excellent after-sales support We don’t just build websites, we build results. Let’s create something amazing together. Best Regards, Toriqul Global Solutions

@techsty2014

Hello, I will fix the Leads/Accounts/Contacts connections in Monday, add intake via WorkForms or email, a funnel board with stage/value/probability/next-action columns and stall-alert automations, contacts linked to deals, dashboards for pipeline totals and conversion rates, owner/region views, and Loom walkthroughs for the team. Most broken Monday CRMs share one root: mismatched Connect Boards and missing Mirror columns, so data looks disconnected even when items are technically linked. I will standardize the Connect column on both sides and add Mirrors so every board shows what it needs. Questions: 1) Plan (Standard, Pro, Enterprise)? 2) Rough deal volume per month? 3) Existing WorkForm, or fresh setup? Send me a message and we can go over the details. Best regards, Faizan