Gloria Chinelo O.

Monday Expert | CRM Automation | Zapier | Make | Operations Manager

Tired of overloaded structure, scattered data, manual follow-ups, fragile automations, and dashboards that do not give leadership the visibility they need? I help founders, executives, operations teams, and businesses design, rebuild, and optimize scattered systems that turn messy workflows into structured, scalable operating systems. As a monday Implementation Manager and Solutions Architect, I specialize in Executive support, Monday CRM, monday work management, scalable board structures, connected boards, automations, integrations, executive dashboards, project management workflows, CRM workflows, and operational reporting. My work goes beyond basic board setup. I help businesses think through workflows, source-of-truth data models, board relationships, intake structure, approval stages, reporting needs, and platform limitations before building a system that can scale. I have built CRM and workflow systems managing 10,000+ records, automated multi-board workflows, created executive dashboards with real-time visibility, and helped teams save 20+ hours per week. What I Specialize In ✅ Monday CRM setup and optimization ✅ monday work management implementation ✅ Scalable board structures and connected board strategies ✅ Source-of-truth data models and workflow architecture ✅ Multi-board project pipelines and operational workspaces ✅ Connect and Mirror column setup ✅ Reusable templates and duplicatable client spaces ✅ Board cleanup, workflow redesign, and system audits ✅ CRM workflows, sales pipelines, and lead management ✅ Lead intake forms, follow-up workflows, task reminders, and sales tracking ✅ CRM-to-operations and CRM-to-project delivery workflows Automations, Integrations, and Reporting ✅ Advanced monday automations and recurring workflows ✅ Multi-step workflows using Make and Zapier ✅ API-based solutions and custom webhook workflows ✅ Integrations with Google Workspace, Slack, HubSpot, GoHighLevel, Airtable, QuickBooks, DocuSign, D-Tools, Tally, Typeform, and other tools ✅ Executive dashboards and leadership reporting ✅ Master dashboards, portfolio reporting, project visibility, pipeline, workload, and operational dashboards Project and Operations Management ✅ Project management workflows and portfolio reporting ✅ Approval workflows and status tracking ✅ Production, fulfillment, and operational handoff workflows ✅ Task management, ownership tracking, and team collaboration ✅ Team training, SOPs, documentation, best practices, and adoption support Real Systems I’ve Built ✅ Monday CRM systems for lead management, sales tracking, and follow-up workflows ✅ Multi-board project management systems with connected boards and mirrored columns ✅ Executive dashboards and portfolio reporting systems for leadership visibility ✅ Sales operations workflows connecting opportunities, projects, production, and reporting ✅ Reusable client-space templates with CRM, jobs, recurring tasks, and master dashboards ✅ Automated workflows that reduce duplicate data entry and manual follow-up ✅ CRM and operations systems managing 10K+ records without performance lag ✅ Workflows covering intake, proposals, project execution, billing, onboarding, invoicing, reporting, and documents using QuickBooks, DocuSign, and D-Tools System Audits and Cleanup Already using monday, but your setup feels messy or difficult to report from? I can audit your setup, clean up overloaded boards, redesign connected board relationships, improve automation logic, reduce fragile workarounds, optimize dashboards, and identify limitations with linked records, mirrored columns, formulas, permissions, automations, forms, and reporting. Why Clients Choose Me ✅ Strategic monday implementation, not just basic board setup ✅ Strong experience with Monday CRM and monday work management ✅ Ability to map messy operations into clean, scalable systems ✅ Experience with complex board relationships, automations, dashboards, and reporting ✅ Strong background in process mapping, data architecture, and workflow optimization ✅ End-to-end implementation from discovery to build, automation, training, and documentation ✅ Practical recommendations around platform limitations Industries Manufacturing | Product Development | Sales Operations | Real Estate | Construction | E-commerce | Agencies | Professional Services | Consulting | Hospitality | Startups | Coaching and Education | SaaS and Technology Certifications Airtable Builder | Airtable Admin | Make Foundation, Basics and Intermediate | Zapier Certified Tools and Platforms Monday CRM, monday work management, Monday Campaigns, Airtable, Make, Zapier, QuickBooks, DocuSign, D-Tools, HubSpot, GoHighLevel, Google Workspace, Slack, Notion, ClickUp, Asana, Trello, Tally, Typeform, JotForm If you are looking for a monday Implementation Manager, Monday Solutions Architect, CRM specialist, or workflow automation expert, 📩 click “Invite to Job” or “Hire Now” and let’s build a system designed for growth.