Our firm worked directly with Ryan from… Our firm worked directly with Ryan from Workflow Magic. He built a data tracking / reporting dashboard for our financial planning company on Monday.com. Ryan was very thorough and collaborated with 3 of our team members on the project. Our team was very pleased with the experience and the outcome of the dashboard. Ryan consistently went above and beyond with his efforts to provide us with a top notch tool to use for our business. Highly recommend!

Clunky Workflow VS Professional I hired Lydia to build a workflow for my company that was easy to use. I sent here detailed information along with a drawing of our workflow. I had to spend several hours on ZOOM with her trying to explain what I wanted. After many weeks, I gave up working with her and found a company in Australia. I sent them the same information I sent Lydia. The design is exactly what I wanted with a few minor changes/updates. They both built a "workflow". Lydia built one that is "Clucky" and upstreamtech.io in Austrailia built one that can run a business The difference in cost is 100% worth it.

Lydia and Victoria were fantastic Lydia and Victoria were fantastic. They helped me understand all the functionality available on Monday.com that I never would have known myself. Plus they set up reporting and organized all the information and data so I can best make, track, and close! our pitches. In particular, they looked at the various types of sales and pitches we do helped us categorize and segment the information in a way that will help us do reporting and manage the workflow process. This is a HUGE help to organizing my business and will save me countless hours going forward. I can't say enough about how terrific and helpful they are. Highly recommend.

Best decision we made to get the most out of Monday! Victoria was quick to understand what we were trying to accomplish. We were wanting to use the software in a unique way in order to keep track of interactions not related to sales. The users are volunteers so the system needed to be set up for ease of use. Victoria saved us time and help gain adoption of the new system! She was great to work with and listened to what we needed and executed so well. What would take us hours now is done in seconds! We would highly recommend Workflow magic so you get the most out of Monday!

Highly Recommended Monday.com Consultant My experience with Lydia and Workflow Magic was amazing! Lydia and her team were able to capture our needs and suggest the best path for implementation of our Sales CRM on Monday.com She also recommended and created several automation and rules that are a huge time saver for an organization like ours. Using their services simply fast-tracked our CRM implementation... worthy every penny Thank you!