Mercy P.

Monday CRM Specialist | Sales Pipeline & Workflow Automation

Your pipeline has outgrown spreadsheets and memory. I fix that. Leads get missed. Follow-ups happen "whenever someone remembers." Nobody has a clear picture of what's open. I move pipelines into monday CRM and build workflows that keep leads moving on their own. Before monday CRM, I spent 5+ years as an Executive Assistant and Operations professional supporting business owners directly. That's why the systems I build fit how your team actually works, not just what's technically possible. Recent results A consulting firm came to me with leads split between a spreadsheet and a busy group chat. Easy to miss, easy to drop. I built a monday CRM that centralized the pipeline, automated follow-up reminders, and flagged deals needing attention. Within a month, the team was managing 30+ open deals in one place, and follow-ups went from "whenever someone remembered" to within 24 hours. For an HR consulting firm, I built a full client-lifecycle CRM: prospect tracking, active program management, past-client re-engagement, and an executive dashboard pulling live data from four connected boards. And for a founder running a travel business, I handle day-to-day admin and coordination while building out her booking and lead pipeline, so she gets both hands-on support and a working system. (Both projects are in my portfolio below, with videos & screenshots of the Monday systems.) How I work Three questions, every time: Where do your leads come from? Who follows up, and when do things fall through? What does your team need to see but currently can't? I map the workflow, get your sign-off, then build. You get full documentation and a walkthrough before handoff. What you get ✔ CRM pipeline setup with custom stages and deal tracking ✔ Lead capture forms with automatic item creation ✔ Auto-assignment by service type or deal size ✔ Follow-up automation and stale lead alerts ✔ Proposal tracking with automatic follow-up tasks ✔ Sales-to-delivery handoff automation ✔ Full lifecycle tracking, pipeline to active client to re-engagement ✔ AI-powered lead capture from Gmail using n8n ✔ Google Calendar sync for follow-ups and check-ins ✔ Slack alerts for stale leads and deal updates ✔ Executive dashboards from multiple connected boards ✔ Admin and operations support: calendar, inbox, day-to-day coordination ✔ Full team training and documentation on handoff Tools: monday CRM, n8n, Zapier, Make, Google Workspace, Gmail, QuickBooks, Slack, Google Calendar, ChatGPT, Claude Send me what's slowing your team down. I'll tell you the first thing I'd fix.