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Fiverr Pro
Français
$
USD
Feranmi B
@alabiferanmi
Monday CRM and Workflow Automation
Nigeria
Anglais
À propos de moi
I help small agencies and service businesses organize leads, follow-ups, and client delivery in monday.com. I set up practical CRM boards, project workflows, dashboards, and automations, with AI-assisted lead triage and human-approved follow-up where the client’s monday plan supports it. I focus on clear handoffs, from new inquiry to qualified opportunity to project kickoff so your team can see what needs attention next. You’ll receive an organized workspace, tested rules, and a concise handover guide. Tell me how your current process works and I’ll recommend a realistic setup before we begin.
Compétences
Feranmi B
hors ligne •
Temps de réponse moyen de 1 heure
Voir mes services
CRM et développement ERP
I will build monday CRM ai lead qualification and client onboarding workflows
CRM et développement ERP
I will set up monday com project boards task tracking and workflows monday CRM
Expérience professionnelle
Workflow Automation & CRM Consultant
Independent Consultant • Freelance
Jun 2026 - Present • 4 mos
Standardized operational processes and CRM systems for small service agencies, consultants, and project teams. Designed customized monday.com workspaces to streamline lead intake, automated deal qualification, and team task assignments. Key Work Completed: • Built structured monday CRM pipelines that automatically capture web inquiries, assign account owners, and track lead scoring stages. • Designed clear handoff boards connecting won sales deals directly to project delivery workflows to prevent missed client onboarding steps. • Configured portfolio dashboards to give business owners real-time visibility into sales pipelines, pending follow-ups, and active project statuses. • Embedded human-in-the-loop AI processes for lead classification and summary drafting without compromising messaging quality.
Operations & CRM Specialist
AgencyBox • Temps plein
May 2026 - Aug 2026 • 3 mos
Managed digital workspace tools, task routing, and internal sales operations in a fast-paced agency environment. Focused on improving client handoffs and reducing manual administration. Key Accomplishments: • Rebuilt existing CRM and project tracking structures inside monday.com, eliminating redundant data entry across sales and fulfillment teams. • Set up native automations and trigger rules for deadline reminders, status updates, and task distribution across departments. • Created KPI reporting dashboards for executive leadership to monitor conversion rates and delivery timelines. • Documented standard operating procedures (SOPs) and provided workspace walkthroughs to onboard internal team members effectively.
