Patrick

Monday.com Specialist – Boards, CRM & Automation Builds

Apr 2025 - Present • 1 yr 7 mos

Most teams sign up for Monday.com, build a few boards, and end up with a messy workspace nobody trusts. Tasks get missed, updates live in chats, and managers still chase people for status. That's the gap I fix. CRM & SALES I set up Monday CRM to match how you actually sell: lead capture, contact and account records, deal stages, and follow-up reminders so no opportunity goes quiet. WORKSPACE & PROJECTS I design clean boards, groups, and columns, then add timelines, dependencies, and Gantt views so everyone knows who owns what and when it's due. AUTOMATION I replace repetitive work with automations for assignments, status changes, notifications, recurring tasks, and handoffs between teams. VISIBILITY I build dashboards that show pipeline value, team workload, and project progress without anyone updating a spreadsheet. CONNECTIONS I link Monday.com with Gmail, Outlook, Slack, Google Drive, and forms, and use Make or Zapier when native integrations aren't enough. HOW I WORK 1. Map your current process and pain points 2. Design the structure before building anything 3. Build, test, and refine with your team 4. Train your users and hand over a system they can run themselves The goal is simple: a Monday.com setup your team actually uses.

Zoho One Consultant & Zoho Apps Implementation Specialist

Jan 2025 - Present • 1 yr 10 mos

I help businesses set up, connect, and automate Zoho apps so sales, marketing, finance, HR, and operations run from one system instead of scattered tools. Zoho apps I work with: - Zoho CRM: modules, custom fields, pipelines, workflows, Blueprints, roles, profiles, sharing rules, and client portals - Zoho Campaigns: email templates, lists, segmentation, drip campaigns, and reports - Zoho Books: invoicing, payments, items, taxes, and CRM sync - Zoho Subscriptions: plans, recurring billing, and customer portals - Zoho Bookings: appointment scheduling linked to CRM - Zoho Sign: document templates and e-signature workflows - Zoho Flow: connecting Zoho apps with each other and with third-party tools - Zoho Analytics: reports and dashboards across your data - Zoho People and Zoho Payroll: employee records, attendance, leave, and payroll setup I also handle data imports, cleanup, migrations into Zoho, and full Zoho One rollouts where all the apps work together. Recent work includes: - Full Zoho One rollout for a coaching business - Zoho CRM Professional implementation for an engineering company in Tanzania - Zoho One setup for a UK publishing brand - Role hierarchy, Blueprint, and client portal build for a vehicle import business - Zoho Campaigns and Analytics setup for a manufacturing company I start by learning how your business actually runs, then build a setup your team will use and that grows with you.