Mercy P.

Your operations has outgrown spreadsheets and memory. I fix that. Leads get missed. Tasks are missed when someone forgets to update a status. Nobody has one place to see what's actually happening. This is why you need me: I build monday CRM systems, CRM pipelines, project boards, operational dashboards and automate the busywork around them so things move without someone having to chase it. 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 operations: coordination, communications, payment reconciliation, while building out her booking and trip pipeline in monday CRM so she gets hands-on support and a system that keeps working after I'm not in the weeds every day. (Portfolio below, with videos & screenshots of the monday CRM systems.) How I work Three questions, every time: Where does the work actually start: a lead, a request, a new client? Who owns the next step, and when does it get loss? 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 ✔ monday CRM setup: boards, custom stages, item tracking built around how your team actually works ✔ Intake and capture forms with automatic item creation ✔ Auto-assignment by owner, service type, or deal size ✔ Follow-up automation and stale-item alerts ✔ Status and handoff automation between stages, teams, or workflows ✔ Full lifecycle tracking: intake through active work to close or re-engagement ✔ AI-powered lead/task capture from Gmail using n8n ✔ Google Calendar sync for follow-ups and check-ins ✔ Slack alerts for stale items and status updates ✔ Executive dashboards pulling 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.