Workflow Magic Reviews 

Zein is amazing and takes the time to explain how Monday.com works.

Zein and the rest of the team at Workflow Magic are incredible. They've consistently delivered (many times over-delivered) exactly what we've needed, on time, with no stress on our part. Despite multiple stakeholders, changing deadlines, etc., they've been able to help us rebuild and refine our Monday.com setup so that our business can run smoothly and efficiently.

The whole team at workflow made the process amazing from the first conversation to the last. We are very happy with the work done and our new system.

Victoria from Workflow Magic has been exceptional to work with. I think it is one thing to provide solutions and advise on how to optimize technology tools, but it is a whole other thing to really "understand" the paradigm under which a client organization operates. In very short order Victoria not only provided solutions, but understood our culture, processes, terminology, and goals. When we speak to her, its like speaking to one of our internal teammates as opposed to an outside advisor. The entire process has had made an unmatched impact on our efficiency and the upgauging of task accomplishment for our employees and volunteers. I look forward to working with Victoria and Workflow Magic on future projects

Workflow magic is no-nonsense and the team gets the work done. They keep the project moving and are true Monday.com experts, able to answer every question and create any necessary workflow without hesitation. They are steadfast on their scopes and execute them to the T, ensuring you also stay within the timeline.

I had the pleasure of working with Zein, and I cannot recommend him highly enough! He provided exceptional support in helping me fully understand the integrations between MAKE.com and MONDAY. Zein went above and beyond by creating a custom CRM board tailored specifically to our company’s needs. His expertise, professionalism, and dedication made the process seamless and highly productive. If you’re looking for someone who truly understands these platforms and delivers top-notch solutions, Zein is the person to work with!

Workflow Magic is On It!
Really enjoyed working with Zein at Workflow Magic. He was very knowledgeable about Monday and related applications/tie-ins to help our business get straightened out. Nothing is workable out of the box anymore. Zein was able to identify things we were doing in our current flow to ensure the automations were created to tie it all together in Monday CRM. Thank you!

I've worked with Lydia before and came back around for a specific Monday project. Diego was excellent to work with and all the functionality we were promised was delivered. Great communication and follow through made the experience stress free, which I cannot say about most software projects! Highly recommend!

This team is the real deal! Very knowledgeable and helpful. Great at collaboration with your goals and how to set the processes in place to make sure they are executed on.

Our experience with Workflow Magic was wonderful. Communication is always quick, thorough, and clear. Victoria patiently learned our unique small business dynamics and needs and created a very robust workflow that adapted easily to unforeseen needs upon implementation. I appreciated her positivity, attention to detail, and willingness to make changes from week to week as our project developed. We will continue to go to Workflow Magic for our Monday.com needs!

Working with Victoria Cortés at Workflow Magic has been a game-changer for our marketing agency's efficiency. She streamlined our content workflows by building and automating custom boards, and her personalized training gave our team the confidence to use them effectively. Victoria is an absolute expert who makes navigating the less intuitive aspects of monday.com easier to understand. We couldn't have done it without her.

Christa was amazing. She really understood what I was looking to accomplish in Monday.com and was able to provide solutions quickly. Her ability to decipher our needs made a huge difference in our experiencing implementing Monday.com. I would not recommend setting up this CRM without the help of Workflow Magic. There is so much you can do in the system and, as a novice user, it would take you years to learn. I suggest coming to Workflow magic with a clear vision of how you want your CRM to function, and let them bring it to life!

Great experience! Our team needed support in overhauling our CRM, so we reached out to Workflow Magic. They took time to understand our needs and scope the project appropriately. The onboarding process let us know what to expect and our implementation support specialist Reid was fantastic at translating what we needed into a reality.

We were very satisfied with the work done by Workflow Magic on our behalf. The power of Monday.com isn't being harnessed properly if you haven't had this team guide you through activating the infinite possibilities provided by Monday.

I hired Workflow Magic to help us design a project management system in Monday and get that implemented for our team in our small law firm. I had no idea how to start, but these folks have regularly done this, and it shows. After an initial call with Lydia to make sure we were a good fit to work together and that Monday work management would do what we needed, we signed on and got down to business.

I was then handed off to Victoria and Andy. We went through a detailed interview project so that they could understand our workflow and process and what was important to be tracked. They asked a lot of questions and listened to what I explained. They then did their magic and built out a portfolio in Monday for us. We had a group training session with my team and then started using the product. We tested for a bit and figured out what tweaks were made, and then Victoria and Andy made the changes as needed, and continued supporting us as we ramped up usage.
Just today, the provided us with a training video that can easily be viewed by staff to see how to do the various tasks in the system, along with a written SOP outlining all of the steps to actually be able to use the system.

So far so good with Monday, and I think it is going to help us be more efficient and keep on top of our workload. What I can say so far is this: without the team at Workflow Magic, I'd still be wondering how to go about building and implementing a system, as opposed to having it already implemented.

Everything went good. We were a little confused at first because we never used a CRM before and really didn't now how to help set it up. Workflow Magic team was very helpful in all areas of the set up process. We up and running now and plan to add more functions before long. We will definitely be using Workflow Magic again.

Veronica was very helpful and knowledgeable. We were thoroughly impressed with what she built for our company. We are looking forward to having her help built another dashboard for a different avenue of services we offer.

We recently have been working with Zein from Workflow Magic. He has been extremely helpful with automations and streamlining our CRM. We look forward to working on more projects and I would recommend him especially for finding solutions to complex solutions.

Victoria from Workflow Magic saved my Sales Team!

As a Sales Manager, making sure my team has all of the resources they need to succeed is my top priority. My company recently swapped to Monday.com from SalesForce because the price was 1/3 while still offering domestic customer service plus a bunch of customization tools that seemed good for my team.

The initial consultant that Monday set us up with was given a tall task because they didn't get access to our system until the day we swapped, causing untold amounts of chaos and stress. They did they best they could with our odd requests (niche industry) and volume requirements (400+ leads added per day plus a low six figures backlog), but ultimately it ran slowly, had countless superfluous columns, automations were broken, and worst of all I didn't feel I was equipped to fix anything on my own.

With ownership's blessing, I went and sourced a new group of consultants to fix the platform and found Workflow Magic.

Victoria was able to, within three sessions over two weeks, fix the automations, get the data display and flow where we wanted it, and created a cool automatic archival system that significantly sped up the system because it didn't have to sift through the 100k+ leads for everything without having to get rid of that valuable data. We had an hour left in our time with her, so she even hosted a training seminar for my sales team so they can get the most out of the platform, saving me a ton of time and effort from having to figure it out and teach them myself.

To top it off, recently *I* probably broke a small automation and I wasn't quite sure how to fix it so I reached out to Victoria expecting to have to pay for more consulting hours. Within hours, she popped into the system and fixed my issue, and said because it was such a small thing to not worry about breaking out the credit card.

For all of this work, going above and beyond even when she didn't have to, I give Victoria and her company 5 out of 5 stars and would recommend her/them to anyone who is having trouble getting Monday where they need it.

Workflow Magic was a huge help in streamlining our publications process! Christa was very responsive to our changing priorities, and we felt well-supported during the implementation process. We would confidently recommend Workflow Magic for your organization's Monday development!