Urgent help needed to set up CRM on Monday.com

Hi Guys, We looking to hire an expert to set up our CRM and intergrate part of the CRM into our partner portal so that partner can also see the status of each lead.
The CRM part should be fairly easy as we’re a mortgage broking firm just need someoen to teach us how to make a good use of the system to help us grow. Please email me at zhe.xu90@gmail.com.
Thanks
David

1 Like

Hey @Tianjinwawa123,

Thanks for reaching out to the monday.com community forums! I work with CarbonWeb and we are a referral partner with monday.com who have been working with companies to tailor their system component-by-component. It sounds like you’ve got great footing to start and I’d be happy to see how my team may be able to help. Feel free to grab some time with me here if you’d like to chat about it: Consultation - Ricky

Good luck as you get started!

Best regards,

Ricky Tomer

VP of Sales
Carbon Web Print, LLC
Schedule Consultation | Website
Phone: 440-462-7743 | Email : ricky@carbonweb.co

Hi, @Tianjinwawa123 - I will reply here and also shoot you an email as requested. I’d love to chat with you about your CRM needs - we love working with mortgage brokers! We’ve built multiple CRMs for the mortgage broker industry and integrated various communication platforms, POS and LOS systems used by our brokerage clients. You can learn more about our work here: Custom Mortgage Broker CRM with monday.com

Book a Consultation with us: Book Polished Geek: more with monday.com

~ Deb Cinkus, PMP
CEO & Principal Consultant at Polished Geek

Hi @Tianjinwawa123

I’m interested and would like to assist you with.
I have sent you an email regarding the same
Please check your email