We’re a CPG company, looking for help from a brilliant Monday.com specialist who can build/customize a CRM solution for us ASAP. We will need integration and automation with email and would love file sharing capabilities (ie. attaching a file to an email that would be sent to a prospective customer) vs. a cloud hosted file/link. We would also need a CSV template that we could use to do bulk imports of customer info into the monday.com board in the future.
Let’s get started with a free initial meeting where we can get a feel for each other and we can get some clarity on how you could see this project developing.
Looking forward to getting connected!
Zoe Levin, CEO @ Bim Bam Boo