Workflow Magic

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4.80
Based on 20 Reviews

5

90.00%

4

5.00%

3

0.00%

2

5.00%

1

0.00%
About Workflow Magic

Workflow Magic is a certified monday.com implementation partner helping businesses improve, streamline, and optimize projects/workflows through automations and integrations in monday.com

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Michael Deutsch
GB

Great work, lots of patience and creativity We knew our monday.com implementation wasn't going to be easy. We needed to take processes, workflow, dashboards and CRM from multiple platforms and sources and merge them into a single environment. We transitioned spreadsheets, integrated Hubspot and created workflows from manual processes. Lydia patiently worked through a project that seemed to grow in size and scope as we went through (our end - we kept adding as we saw the capabilities come through). She had a clear understanding of how to use monday and guided us on how best to set it up and use it. She saved a tremendous amount of time (and money) in having to learn how to do it and build it ourselves. Highly recommend working with Lydia if you need help building and/or tweaking a monday.com environment.

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Marc
GB

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

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Jessica
GB

5 Stars Workflow Magic went above and beyond for our workflow redesign. They provided my team with an all encompassing plan to track our grants from the opportunities phase all the way through to our project completion. They took my scrambled ideas and made it into a comprehensive workflow and I cannot recommend them enough!

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Sherry
GB

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!

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Erica G
GB

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.

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