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!

Great experience for Monday.com API connection to an ATS We had a great experience working with Lydia to connect our new CRM (Monday.com) to our new ATS. The whole process was smooth and efficient and she kept us well updated on progress. We were able to build scenarios that flow between both systems and even were able to address some unexpected challenges as we dug into the project. The whole thing came in ahead of schedule and their support after going live has been excellent. We are very happy with what they have built and would use them again in a heartbeat and highly recommend them to others looking to integrate with Monday.com!

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!

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!

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.