
Isaac M
Level 1
CRM Setup and Automation Expert
Habilidades

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Experiência profissional
Project Manager
Restless Women • Freelance
Oct 2025 - Oct 2025 • 0 mos
As a Project Management and CRM Setup Specialist, I worked with a UK-based startup to design and implement a customized workflow system using Monday.com. My role involved translating their scattered ideas and to-dos into a structured, easy-to-follow operational system. I built and organized workflows across Legal, Financial, Product Development, and Marketing teams, setting up automations, task dependencies, and dashboards that gave the founder clear visibility into progress. I also developed a 6-month operational timeline, breaking down complex startup goals into daily, actionable steps. The goal was simple: create a system that worked for people, not the other way around. The result? A smooth, efficient setup that improved team accountability, reduced confusion, and helped the founder stay consistent with execution. The client described me as “highly reliable, technically fluent, and organized” a review that reflects my approach to every project I take on.
18 Avaliações
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robert_wyt

Estados Unidos
Isaac did an excellent job customizing our monday.com dashboard to fit our exact workflow. He took time to understand how we operate and built a system that gives us full visibility over our projects and team performance. The dashboards are clean, automated, and easy to manage. Highly recommend him if you want monday.com set up the right way.

kergsteve

Estados Unidos
Isaac did a great job setting up our monday.com workspace with all boards, automations, and workflows working perfectly. He was professional, responsive, and delivered exactly as requested.

Resposta do freelancer
anita_maple

Estados Unidos
Great experience working with Isaac. He optimized our boards, automations, and dashboard perfectly for our agency needs. I would highly recommend him to anyone looking for a reliable Monday expert.

Resposta do freelancer
greta_jackson

Estados Unidos
I will definitely be working with Isaac in the future. He is very knowledgeable of his work and went over and beyond to address my questions and concerns.

Resposta do freelancer
samkareem88

Austrália
I had a great experience working with this freelancer. They were responsive, patient, and consistently willing to adjust things as needed throughout the project. Communication was smooth, and they always made sure I understood the progress and options available. I really appreciated their positive attitude...

Resposta do freelancer
