Beth A.

CRM & Business Process Automation Consultant

Aug 2026 - Present • 1 mo

I help businesses streamline their operations through CRM implementation, workflow automation, integrations, lead management, client onboarding, and business process optimization. I work across platforms such as Monday.com, HubSpot, ClickUp, Zapier, Make, Slack, Google Workspace, Salesforce, and Zoho CRM to create connected systems that support sales, operations, and customer management. monday.com, monday crm, monday.com crm, monday sales crm, monday crm setup, monday.com expert, monday.com automation, monday.com consultant, monday.com dashboard, monday.com workflow, monday.com customization, monday.com integration, sales crm, crm setup, crm automation, crm integration, sales pipeline, lead management, lead generation, client onboarding, workflow automation, business automation, ai automation, ai workflow automation, zapier automation, zapier integration, make.com automation, make.com integration, hubspot integration, slack integration, google workspace integration, crm dashboard, custom dashboard, sales automation, process automation, business process automation, project management, monday.com project management, clickup, clickup setup, clickup project management, clickup workspace, clickup automation, task management, workflow management, project dashboard, crm consultant, crm implementation, marketing automation, api integrationmonday.com, monday crm, monday.com crm, monday sales crm, monday crm setup, monday.com expert, monday.com automation, monday.com consultant, monday.com dashboard, monday.com workflow, monday.com customization, monday.com integration, sales crm, crm setup, crm automation, crm integration, sales pipeline, lead management, lead generation, client onboarding, workflow automation, business automation, ai automation, ai workflow automation, zapier automation, zapier integration, make.com automation, make.com integration, hubspot integration, slack integration, google workspace integration, crm dashboard, custom dashboard, sales automation, pro

Monday.com Dashboard & Workflow Consultant

Jun 2026 - Present • 3 mos

I design customized Monday.com workspaces, dashboards, workflows, boards, automations, and reporting systems based on each business's unique processes. Whether you need sales tracking, project visibility, performance reporting, team collaboration, or operational workflows, I create structured systems that make information easier to manage and decisions easier to make. monday.com, monday crm, monday.com crm, monday sales crm, monday crm setup, monday.com expert, monday.com automation, monday.com consultant, monday.com dashboard, monday.com workflow, monday.com customization, monday.com integration, sales crm, crm setup, crm automation, crm integration, sales pipeline, lead management, lead generation, client onboarding, workflow automation, business automation, ai automation, ai workflow automation, zapier automation, zapier integration, make.com automation, make.com integration, hubspot integration, slack integration, google workspace integration, crm dashboard, custom dashboard, sales automation, process automation, business process automation, project management, monday.com project management, clickup, clickup setup, clickup project management, clickup workspace, clickup automation, task management, workflow management, project dashboard, crm consultant, crm implementation, marketing automation, api integrationmonday.com, monday crm, monday.com crm, monday sales crm, monday crm setup, monday.com expert, monday.com automation, monday.com consultant, monday.com dashboard, monday.com workflow, monday.com customization, monday.com integration, sales crm, crm setup, crm automation, crm integration, sales pipeline, lead management, lead generation, client onboarding, workflow automation, business automation, ai automation, ai workflow automation, zapier automation, zapier integration, make.com automation, make.com integration, hubspot integration, slack integration, google workspace integration, crm dashboard, custom dashboard, sales automation, process automation

CRM & Business Process Automation Consultant

Jul 2026 - Aug 2026 • 1 mo

I help businesses streamline their operations through CRM implementation, workflow automation, integrations, lead management, client onboarding, and business process optimization. I work across platforms such as Monday.com, HubSpot, ClickUp, Zapier, Make, Slack, Google Workspace, Salesforce, and Zoho CRM to create connected systems that support sales, operations, and customer management. monday.com, monday crm, monday.com crm, monday sales crm, monday crm setup, monday.com expert, monday.com automation, monday.com consultant, monday.com dashboard, monday.com workflow, monday.com customization, monday.com integration, sales crm, crm setup, crm automation, crm integration, sales pipeline, lead management, lead generation, client onboarding, workflow automation, business automation, ai automation, ai workflow automation, zapier automation, zapier integration, make.com automation, make.com integration, hubspot integration, slack integration, google workspace integration, crm dashboard, custom dashboard, sales automation, process automation, business process automation, project management, monday.com project management, clickup, clickup setup, clickup project management, clickup workspace, clickup automation, task management, workflow management, project dashboard, crm consultant, crm implementation, marketing automation, api integrationmonday.com, monday crm, monday.com crm, monday sales crm, monday crm setup, monday.com expert, monday.com automation, monday.com consultant, monday.com dashboard, monday.com workflow, monday.com customization, monday.com integration, sales crm, crm setup, crm automation, crm integration, sales pipeline, lead management, lead generation, client onboarding, workflow automation, business automation, ai automation, ai workflow automation, zapier automation, zapier integration, make.com automation, make.com integration, hubspot integration, slack integration, google workspace integration, crm dashboard, custom dashboard, sales automation, pro