We are seeking a Monday expert who can assist in setting up our CRM, workspaces, boards, automations and provide guidance on Monday.com including best practices! We currently use Trello & Hubspot and need our contacts, projects and tasks to be transferred over as well.
I would be able to assist you in understanding more on how you can transfer your data into monday.com and setting your account up.
Being a monday.com and HubSpot partner as well, I understand how your information will need to be transitioned.
Would love to schedule a call with you to assist you further.
I work with the team at CarbonWeb and we know full well how monday.com can be used as a CRM. We have gone through at least ten iterations internally and have developed a handful for our clients. That is why we developed the CarbonCRM Suite which is considered an end-to-end solution using native monday functionality and features.
We also provide holsitic custom development solutions for people and companies who need something a bit more robust. All this to say that we could assist you in a variety of ways.
If you would like to setup an initial meeting please do so here: Consultation - Ricky