Viktor T.

Monday & Make Expert | CRM, Operations, Automation & Integrations

Most Monday builds go wrong for a boring reason: the data model gets copied straight from the spreadsheet it replaced. I fix the structure first, then automate. Monday com and Make systems for CRM, operations, finance and project delivery — plus the integrations that connect them to QuickBooks, Xero, SharePoint and Slack. Two examples of the scale I work at. A complete operating system for a US home insurance company: the full policy lifecycle across 9 connected Monday boards, 41 Make scenarios, a custom Monday app and 5 integrated platforms, now running 1,000+ policies with the team in it every day. And a project delivery engine for construction, where 600+ tasks are assigned automatically from role definitions — Owner PM, GC PM, architect, inspectors — so changing one role reassigns responsibilities across the entire project instead of hundreds of spreadsheet rows. 💼 WHAT I BUILD 📊 Monday CRM & sales workspaces Lead → deal pipelines, accounts, contacts, renewals, follow-ups, and dashboards that show the pipeline at a glance. 🏗️ Monday project delivery & operations hubs Delivery boards, role-based task assignment, resource views, and internal request systems for HR, admin, IT and procurement. One build assigns 600+ project tasks from role definitions; another generates 40+ nested SharePoint project folders in 30 minutes, against a background copy queue that could otherwise sit for 20 hours. 💰 Finance & admin automation Invoices, quotes, approvals, commission tracking, billing sync with QuickBooks Online and Xero, and automated document generation. 🧩 Custom Monday apps Single-entry tools and tailored interfaces built with Monday Vibe and Monday Code, for the things the stock platform can't do. One of them replaced manual data entry across 5 boards with a single form. 🔗 Integrations & migrations Monday ↔ QuickBooks, Xero, Hubflo, Box, SharePoint, Slack, Airtable, Google Sheets, email and calendars, including Microsoft 365 work through the Graph API. I also migrate teams into Monday from Excel, Google Sheets, Trello, Asana, ClickUp and Notion without losing history. 🏠 Insurance & policy operations Full policy lifecycle — onboarding, applications, inspections, billing, claims, renewals, cancellations. Client portals, e-signature, document trails, renewal reminders, and rule-based red-flag detection. ⚙️ HOW I WORK 1. Discovery — map the current process, the bottlenecks, and what "done" actually looks like 2. System design — structure boards, fields and automations around your workflow, not around the tool 3. Build & integrate — Monday setup, Make scenarios, and custom apps where they're genuinely needed 4. Test, document, train — testing against copies of your real records, Loom walkthroughs, clean handover I'll also tell you what not to build. Some things belong in a spreadsheet, and anything that needs real judgment should stay manual. 🏆 SELECTED BUILDS - Role-based project management system — 600+ tasks auto-assigned from role definitions, and reassigned across the whole project from a single change - SharePoint project folder automation — 40+ nested folders holding 150–200 MB 3D model files, rebuilt programmatically instead of copied: 30 minutes unattended, against a background queue that could sit for up to 20 hours - Insurance operating system — full policy lifecycle, 9 connected boards, 41 Make scenarios, custom Monday app, Hubflo + QuickBooks + Box + Slack - Invoice management & automation — Monday + Xero + Make, with AI invoice parsing - Private, permission-controlled sales commission tracker - Automated quote & BOM generation, with variable line items that still total correctly - Automated Google Doc creation & parsing (Google Docs + Airtable + Apps Script) 🎓 CERTIFICATIONS Monday CRM Pro · Make Advanced · Airtable Builder · n8n Levels 1 & 2 Plus the full Make track, Marketing Automation School and 9 Zapier modules. 🧰 TOOLS & PLATFORMS Monday com — boards, dashboards, workflows, GraphQL API, webhooks, Monday Vibe , board setup, migration, training and workspace admin. Make and Integromat · n8n · Zapier · Airtable · Google Apps Script and JavaScript · REST APIs and webhooks · Microsoft 365, SharePoint and the Graph API · QuickBooks Online · Xero · Slack · Box · Hubflo · Google Workspace. Business process automation, CRM automation, workflow and task automation, API integration, systems integration, data migration, project management automation, operations automation. 🤝 WHY CLIENTS WORK WITH ME - Specialist in Monday com and Make, not a generalist who also touches Monday - 2,800+ hours delivered, 100% Job Success, Top Rated Plus - Builds documented and stable enough for your team to own after handover 📩 LET'S AUTOMATE THE BORING STUFF If you're running on spreadsheets, manual updates, or copy-paste between tools — send me a short description, or a Loom, of how the