Easy to Work With Ryan Nelson was amazing to work with. He quickly handled our requests, communicated with us frequently, and offered helpful solutions to meet our needs. The only reason I didn't rate this at 5 stars was because we would have liked a more in depth understanding of our business' processes to align to, where as some of the solutions provided seemed like they were previously used client templates with slight adjustments. With that said, we are still very happy with the work they did and would use them again in the future.

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.

Definitely Recommend Would definitely recommend Workflow Magic to anyone looking for integration and onboarding assistance with Monday. We presented the team with a pretty old-school process that we previously used to help track due dates and submission dates for our deliverables on an annual, quarterly, semi-annual, and one-off basis by manually updating single line items in an Excel file. Workflow Magic was able to implement a structure that helped us track due dates and completion status of 2,000+ deliverables on an annual basis that recur at regular intervals and set up a system that ensures nothing falls through the cracks. This is helpful in saving us time, energy, and brain space for more meaningful strategic initiatives. I would guess that this process can save us several hours per month across several employees. Victoria was an excellent partner in learning our process and providing support in how to implement the software after Lydia was able to help build out the structure that would work best for our needs. The implementation took about 30-40 hours of collaboration and work time over the course of several weeks, which was helpful for us to go at our own pace since it took awhile for us to shift our process internally. Really appreciate working with Workflow Magic and would definitely recommend utilizing their expertise.

We had such a great experience working with Donnalyn We had such a great experience working with Donnalyn and the team from Workflow Magic. They helped us transfer all of our contacts from Saleforce to Monday and we could not have done it without her and their incredible team, we are forever greatful!

Workflow Magic is a knowledgeable Workflow Magic is a knowledgeable, methodic, and enjoyable team to work with.