Mona C.

Monday com Zoho Consultant|Monday CRM|Make & AI Automation Specialist

Make the most of your Monday and Zoho subscription with certified monday com Platinum Solutions Partner & Zoho Expert | CRM, RevOps & Workflow Automation Consultant Delivered 300+ projects globally | Including complex implementations and custom integrations using Deluge and Graphql | Created custom monday and zoho apps ( Zoho Creator) I work with organizations globally helping them make the most of their Monday and zoho subscriptions. Right from recommending the right tool and the right plan required, to optimising the current setup, providing suggestions on current workflows to implementing end to end solution for current business challenges, using workflow automation, process automation, and also utilising AI agents and capabilities to speed up work; I help replace disconnected spreadsheets and manual processes, with scalable, automated operating systems built on monday com and Zoho One. I also provide native, custom integrations with third party tools in clients ecosystem, so as to establish monday or Zoho as the SINGLE SOURCE OF TRUTH, that can provide insights into current business and also support growth. MY SERVICES: End-to-end support for monday and Zoho: buying licenses, discovery, implementation, custom integrations, workflow and process automation, CRM setup, custom app/API development, migration, training and long-term optimization. MONDAY SERVICES ✔ monday licensing & account setup ✔ End-to-end monday implementation, audit & optimization ✔ CRM setup on monday sales CRM (lead management, pipelines, forecasting) ✔ Multi-board architecture, permissions & governance, mirror and formula columns ✔ PMO & project portfolio management ✔ Workflow automation, process optimization ✔ Advanced dashboards & executive reporting ✔ Native & custom integrations — Salesforce, HubSpot, custom APIs, webhooks, Make, Zapier, Jira, Slack, Teams ✔ Data migration: monday-to-monday consolidation, plus Excel, Smartsheet, Jira, Asana ✔ Team onboarding, training & user adoption ✔ Setting up monday as a single source of truth for business insights CUSTOM APPS & DEVELOPMENT: 8 custom apps published in the monday marketplace, including: ✔ Mirror & formula column automations ✔ Resource booking solutions ✔ QR code automation ✔ Advanced reporting extensions ✔ Custom workflow extensions ✔ monday API-based solutions & custom app development ZOHO ONE & BUSINESS AUTOMATION: unify Sales, Marketing, Operations, Finance, Support, HR, and Reporting on a single Zoho platform. ✔ End-to-end Zoho One implementation, migration & optimization ✔ Zoho CRM setup, customization & sales process design ✔ Migration from Salesforce, HubSpot & spreadsheets to Zoho ✔ Lead management, pipeline automation, Blueprint & forecasting ✔ Zoho Creator custom applications, Deluge scripting ✔ Zoho Books, Inventory & financial operations ✔ Zoho Desk customer support systems ✔ Zoho Projects & operational workflows ✔ Zoho Analytics & executive reporting ✔ Cross-department workflow automation & process design INTEGRATIONS & CUSTOM DEVELOPMENT (monday + Zoho) REST API integrations & custom automations Salesforce, HubSpot & third-party CRM integrations Shopify, QuickBooks, e-commerce and payment integrations Twilio, WhatsApp WordPress & website integrations Zapier, Make & webhook-based automations Microsoft 365 outlook & Google Workspace integrations TOOLS & TECH STACK monday, monday CRM, monday Dev, monday Service, Zoho CRM, Zoho One, Zoho Creator, Zoho Books, Zoho Desk, Zoho Projects, Zoho Analytics, Zoho Campaigns, Deluge, Salesforce, HubSpot, Shopify, QuickBooks, Jira, Asana, Smartsheet, Slack, Microsoft Teams, Google Workspace, Microsoft 365, Zapier, Make (Integromat), Twilio, RingCentral, REST APIs, Webhooks INDUSTRIES I'VE DELIVERED FOR Professional Services & Consulting Manufacturing & Industrial Operations Construction & Real Estate Retail & E-commerce Media & Marketing Agencies Technology & SaaS HVAC & Field Services WHY CHOOSE ME 20+ years in Product Development & PMO Deep expertise in CRM, PMO, Operations & Workflow Design Certified monday com Platinum Solutions Partner — fastest partner in India to reach Platinum status Zoho implementation, migration & automation expertise across the full Zoho One suite RevOps & sales operations design across CRM, marketing and reporting systems Proven methodology for implementation, migration, training, adoption, and long-term success Strong focus on business outcomes, user adoption, and ROI CERTIFICATIONS monday com Advanced Professional Services Role Certification, monday CRM Expert Certification, Customer Success Manager, monday Dev Advanced Certification, Partner Admin, Advanced Workflows Certificate, Zoho CRM certification, Zoho Creator Certification I will be happy to connect & audit your current setup & recommend better practices to make the most of the platform, improve efficiency, and give leadership complete visibility into business.