Monday CRM Buildout

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: TYPE OF WORK

Any

: SALARY

150

: HOURS PER WEEK

20

: DATE UPDATED

Feb 23, 2026

JOB OVERVIEW

CRM – Monday Requirements

Email & Contact Management
- Emails we send and receive should automatically sync into the CRM. It should
populate to one place where I then d ---------- to add it or remove it if it is not an email
we need.
- Every email address should be linked to a contact record. It should be categorized
by customer/vendor, as well as the company.
- Companies should have their own contact/hub, which will also have each
employee inside the company.
- Ability to tag/sort vendors by what they produce (labels, coloring books, checks,
etc.) so they’re easy to filter and email blasts can be sent based on the item I am
looking for.
- Companies should have multiple tags since some vendors do multiple things.
- There should be one or 2 emails associated with the email blast that will be sent out
so multiple people at the company are not getting the same “request for a quote.”
- Ability to blast RFQs to selected vendors with name/company auto-filled so it feels
personal, as well as pre made templates.
- After submitting a quote, automatically schedule a follow-up for when the bid ends.
- Automatic email sent to previous customers after x amount of time has passed to
follow up and see how they are doing.
- Be able to send email blasts to customers for promotional products that we are
running a special on or lead generation.
Bids & Job Tracking
Create a project/job for each bid & track multiple vendor quotes inside one job, organized
by:
- Date it needs to be submitted
- Vendors to be contacted
- Who we contacted
- What the status is
- What the cost is
- Lead time
- Shipping
- Etc.
Track deal states:
- RFQ
- Reached out to vendors
- Submitted the quote/bid
- Won job/purchase order received
- We create a purchase order
- Acknowledgment received
- Tracking received
- Invoiced customer
- Billed us
- Customer received order
- Email to follow up and ensure it all went well
Alerts if no change in x amount of days, ensure we stay on top of it.
Automated triggers (example: move stage when PO is uploaded).
Can we integrate with shipping company to track package and update status for us?
Financial Tracking
- Track our cost vs selling price per job that we submit.
- Built-in markup formula that they recommend for the job.
- Visibility into profitability per job.
- Track bids submitted vs won/lost.
Vendor Tracking
- Track jobs vendors have completed & price.
- Which vendor we use the most, how their price increases.
- What items each vendor produces for which clients normally.

SKILL REQUIREMENT

CRM Monday English

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Job Post	Reporter	Rank	Reason	Date

BENCHMARKS

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0.0009	`UPDATE employer_jobs SET monthly_hits = '*Feb-2026=90Mar-2026=31**Apr-2026=4' WHERE job_id= '1586491'`
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Monday CRM Buildout

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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