Monday.com specialist to set-up our project data entry and requirement needs

Published: Mar 24 2022
Valid until: Apr 23 2022
Hourly rate:$20-$50/h

Project description

Specific Project - Set-up Monday.com for our needs which include VERY simple data entry for clients: names, date the client joined program, amount paid, (history of payment) expiration of service (default 1 year). Also would like notifications when the client's program is expiring. Also we need automatic (prewritten) emails to be sent whenever client is joining or their program is ending. Is all this possible with Monday? Can we integrate with Quickbooks to ensure their check payment is confirmed?

Project scope

CRM setup

Required software

  • Monday

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