Farhan Ali

monday.com CRM & Automation Specialist

Independent Consultant • Autônomo

Dec 2025 - Present • 8 mos

I help businesses design, structure, and automate their operations using monday.com. My work focuses on building customized workspaces that improve productivity, reduce manual tasks, and create clear visibility across teams. Key Responsibilities & Achievements: • Designed CRM systems for Real Estate, Construction, and Marketing agencies • Built structured sales pipelines with automation workflows • Created 50+ advanced automation rules for lead management and task tracking • Developed dashboards for revenue tracking, KPIs, and team performance • Integrated email, forms, and third-party tools • Reduced manual follow-ups by 40% through automation • Delivered complete documentation and team training I specialize in turning messy spreadsheets into clean, automated systems that scale with business growth.

Monday.com & AI Agent Automation Specialist

Fiverr • Período integral

Jul 2026 - Aug 2026 • 1 mo

Designed and implemented Monday.com CRM, AI Agent, and workflow automation solutions for businesses across sales, operations, project management, and customer relationship management. Built custom CRM systems, AI-powered workflows, lead automation, sales pipelines, dashboards, and third-party integrations using Monday.com, Make.com, OpenAI, Zapier, APIs, and webhooks. Helped businesses reduce manual processes, improve team productivity, automate customer interactions, and create scalable digital workflows.

CRM Implementation

Freelancer.com • Freelance

Jun 2026 - Jul 2026 • 1 mo

Designed and implemented a fully customized Monday.com CRM to help businesses streamline operations, automate workflows, and improve team collaboration. This solution centralizes lead management, sales pipelines, project tracking, customer communication, and reporting into one powerful workspace, allowing teams to work more efficiently and make better business decisions. The implementation includes custom CRM boards, lead and contact management, sales pipeline tracking, project management, task automation, dashboards, KPI reporting, and workflow optimization tailored to the client's business needs. I also integrated Monday.com with third-party platforms using Make.com, Zapier, Google Workspace, Slack, HubSpot, Airtable, and other business tools to automate repetitive processes and eliminate manual work. Key Features: ✔ Custom CRM Setup & Configuration ✔ Sales Pipeline & Lead Management ✔ Workflow & Process Automation ✔ Executive Dashboards & Reports ✔ Team Collaboration & Task Management ✔ Third-Party Integrations & API Automation ✔ Business Process Optimization ✔ Scalable Solutions for Growing Businesses As a Certified Monday.com Expert and Make.com Partner, I build reliable, scalable, and automation-driven CRM systems that improve productivity, reduce operational costs, and support long-term business growth. Every solution is tailored to meet the client's unique workflow, ensuring maximum efficiency and a seamless user experience.