Overview

A lightweight CRM designed to help small sales teams manage leads, track opportunities, and automate follow-ups — all within Monday.com.

✅ Built from scratch to demonstrate workflow automation and dashboard setup skills

✅ Automates repetitive actions like reminders, assignments, and deal creation

✅ Visual dashboard for sales tracking and performance insights

Project Context

I built this project as part of my workflow automation and CRM design portfolio.The goal was to design a simple yet scalable CRM using Monday.com, allowing small teams to manage their sales process without complex tools or manual tracking.

🚨 The Problem

Many small sales teams still rely on spreadsheets or scattered notes to track leads and follow-ups.

This leads to:

• Missed follow-ups
• Unclear deal ownership
• Limited visibility for managers
• Missed Timelines

I wanted to create a quick CRM that solves all of that, using automations to do the heavy lifting.

⚙️ Solution

I designed a connected system of three Monday.com boards and a dashboard, linked through automations and mirrored data.

📋 Boards:

• Contacts Board → Stores client and contact information
• Leads Board → Tracks new leads, deal stages, and values
• Opportunities Board → Manages qualified leads and ongoing negotiations

🔄 Automations:

• Auto-assign new leads
• Create opportunities when leads are qualified