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Monday.com CRM for Roofing Company /Real Project

Monday.com CRM for leads, jobs and QuickBooks-synced finances

Created a custom CRM and workflow automation system within Monday.com for a roofing company. The system manages leads, contacts, deals, and production tasks. Automates lead filtering, appointment tracking, and deal conversion. Includes a CRM dashboard with key business insights and QuickBooks integration to automate financial processes.

Timeline
3 weeks
Rating
★ 4.8
Category
CRM & GoHighLevel

At a glance

Problem
The roofing company was tracking leads, contacts, deals, and production tasks across spreadsheets and email threads.
What I built
Designed and built a complete CRM inside Monday.com with multiple interconnected boards for leads, contacts, deals, and production.
Tools
Monday.com, QuickBooks, CRM, Dashboard
Result
Client rating ★ 4.8 out of 5
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The problem

The roofing company was tracking leads, contacts, deals, and production tasks across spreadsheets and email threads. Leads were falling through the cracks, appointments were missed, and there was no visibility into pipeline health. Financial data lived in a separate QuickBooks system with no connection to their sales process.

How it works

  1. 01New leads enter the system via web forms and get auto-categorized
  2. 02Lead filtering automation scores and routes leads to the right rep
  3. 03Appointment tracking triggers reminders and follow-ups automatically
  4. 04Deal conversion moves qualified leads into the pipeline with full context
  5. 05Production board tracks job progress from contract to completion
  6. 06QuickBooks integration syncs invoices and payments automatically
  7. 07Dashboard surfaces pipeline value, conversion rates, and bottlenecks

What I built

Designed and built a complete CRM inside Monday.com with multiple interconnected boards for leads, contacts, deals, and production. Automated lead filtering, appointment tracking, and deal stage progression. Created a CRM dashboard for real-time business insights and integrated QuickBooks for automated financial sync.

Stack

  • Monday.com
  • QuickBooks
  • CRM
  • Dashboard
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