Monday.com CRM Configuration and Enhancement

$750-1500 AUD

Em Andamento

Publicado há aproximadamente 2 meses

$750-1500 AUD

Pago na entrega

Job Title [login to view URL] CRM Consultant / Project Manager (Configuration & Build) Location Queensland, Australia (Remote / Virtual OK) Engagement Type Contract / Freelance Initial short engagement with potential for ongoing work Budget Cost-effective / value-focused (open to hourly or fixed-price proposals) About Us We are a Queensland-based company currently using [login to view URL] and are looking to improve and properly configure our CRM setup. Our platform already exists, but it needs expert review, refinement, and hands-on development to better support our sales and customer workflows. We are looking for someone practical, efficient, and experienced — not over-engineered or overly expensive. Scope of Work We are seeking a [login to view URL] CRM specialist who can provide both consultation and hands-on build support, including: Core Responsibilities • Review and audit our existing [login to view URL] CRM setup • Recommend improvements aligned with our business processes • Configure and build CRM boards (leads, deals, contacts, pipelines, etc.) • Set up automations (status changes, notifications, task creation, etc.) • Create dashboards and reports for sales and management visibility • Improve usability, structure, and data flow across boards • Provide light documentation and/or handover guidance for our team Nice to Have (but not required) • Experience integrating [login to view URL] with other tools (e.g. email, accounting, marketing platforms) • Ability to suggest best-practice CRM workflows without over-complicating things • Experience working with small to mid-sized businesses Required Experience • Proven experience configuring [login to view URL] CRM or Work OS • Hands-on build experience (not just advisory) • Strong understanding of CRM pipelines and sales workflows • Ability to work independently and communicate clearly in plain English • Comfortable working remotely with an Australian business Certification as a [login to view URL] partner or expert is a plus, but practical experience and results matter more than credentials.

ID do Projeto: 40143322

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Ativo há 2 meses

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@ipistis

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58 freelancers estão ofertando em média $1.161 AUD for esse trabalho

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5,0

(2 avaliações)

2,8

@venplura

Hi there! Have you considered incorporating any custom automations for follow-ups or lead scoring that weren't mentioned but could streamline your sales process? Regardless, this is definitely something that I feel confident delivering on, given my past experience. I would love to discuss your project further! Looking forward hearing from you. Kind Regards, Corné

$750 AUD em 14 dias

5,0

(1 avaliação)

3,0

@InnovationExpert

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@Dahgreatest

I’m comfortable working virtually with Australian businesses, managing tasks independently while keeping you updated with progress reports and recommendations

$1.125 AUD em 7 dias