Workflow Magic Reviews 170

Mete was incredibly responsive and organized in all of our calls. He took the time to learn our process but did not waste anytime getting into the solution, and explained things to us as we went along. He built a great solution that will change things dramatically in a good way for us!

Jodi and Victoria completely transformed how we manage leads in Monday.com. They designed a personalized intake form and event-specific lead capture forms, automated our contact and account creation, and migrated our existing data into a clean, scalable system — all while providing clear documentation and staying available to guide us every step of the way.
The time savings have been significant. What used to require hours of manual work now runs automatically, and their notification setup ensures no lead ever falls through the cracks. We can now focus on relationships rather than data entry.
We would absolutely recommend their services to any organization looking to get serious about their CRM. The investment was well worth it.

Mete has been absolutely fantastic to work with on our Monday.com project. He arrives at every meeting fully prepared and with a deep understanding of our specific needs. He’s managed to streamline our processes and truly make our lives easier. If you need someone who "gets it" and delivers results, I highly recommend him!

Working with Victoria and Judi at Workflow Magic was a terrific experience. They helped us clarify and document what we needed to support our unique workflow and then showed us how Monday.com could help us to accomplish our goals. They also showed us how the system is designed to work that gave us ideas we had not even considered. They then designed the system to fit us and even created training documentation and videos that we can share with our team for training. We highly recommend Workflow Magic.

Perfect Pair’s operations were consolidated and streamlined by merging multiple disconnected boards and workspaces into a unified system for Leads and Recruitment.This transformation reduced manual work, improved pipeline visibility, and automated key processes to increase efficiency and save time

My team recently had the pleasure of working with Workflow Magic and was very happy with the services they provided us. Our Implementation Consultant Ben Braverman was an amazing partner for us - he was timely, creative, flexible, and extremely knowledgeable about Monday. He was able to help us get everything we wanted built out - plus so much more! He provided suggestions for future projects and workflows. And knowing that our plan would be folding in people outside of our smaller team, he created resources that can be used to on-board those additional people. If our team (or the new users we add) have future projects that need help with implementation in Monday - we'll definitely be asking to partner with Ben again!

The work moved along efficiently and effectively. Took some work to get on the same page but that was quickly resolved and then everything else fell into place. The weekly check ins were great - it ensured we all stayed on task. Mete listened carefully to our questions and followed up with getting answers.

I really loved how knowledgeable both Victoria and Nick where. Our needs were out of the ordinary and they worked hard to find solutions for everything. I appreciate the straight forwardness about what we could accomplish so that no time was wasted, they were always very responsive to all of our needs.
We are growing General Contractor that needed the capabilities to perform in a CRM and convert to a Project Management tool with several automations and integrated apps such as Docusign. They took us from unorganized folders on our desktops to high performing pipelines allowing for accountability across the team and detailed eyes on each ongoing project. We are now able to forecast efficiently without guessing. Overall this has been a fantastic experience and I highly recommend Nick and Victoria to lead your project.

The Workflow Magic team are truly experts in everything Monday.Com. They have flexible options to meet your needs and offer solutions and customizations that are targeted to your situation. They immerse themselves into your industry and client base and really become a true partner. I would recommend you engage them if you are looking for a true Monday.Com authority.

CRM Implementation:

Overall it went really well. They were able to work with our requirements and provide a usable interface for us to manage our sales process. They even went beyond to help integrate it with our Work Management system.

Great team, knowledgeable, and I will make sure to keep them in mind if I have any additional projects.

What made my experience great was Mete’s ability to really listen and understand how our organization actually operates, and then translate that into a system that works in practice—not just in theory.

The company does very well in taking complex, somewhat messy workflows and turning them into clear, structured processes. They are especially strong at building systems that improve organization, accountability, and internal alignment without overcomplicating things.

Communication was also a standout—responsive, patient, and solution-oriented throughout. At no point did the process feel overwhelming, even as we were making meaningful operational changes.

Overall, they strike a strong balance between technical expertise and practical application, which made the experience both productive and genuinely valuable. As a next step, it could be helpful to include a brief post-implementation check-in to ensure everything continues to run smoothly as teams fully adopt the system.

Mete has been extremely helpful in assisting us to put together our Monday.Com CRM and Work flow. We are looking forward to taking our company to the next level of process

Working with Zein has been an absolute pleasure. He's extremely knowledgable with the program and does a great job listening to what's needed in order to come up with the best solution.

If you are looking for a Monday partner to build or even maintain your file, Workflow Magic has got the experts that can help you achieve the best possible outcome.

Workflow Magic is very professional with their process and method. They setup a very detailed step by step process and follow through with it.

Workflow magic was great. Taking the time to understand our needs, making adjustments as needed, and providing ideas to problems they saw from their expertise.

Implementation team was very good to work with and helped us get our implementation off the ground and ready for use. Zein and Max were great partners in the effort.

Zein & Max were a great team to work with. We were able to complete our project a month ahead of schedule. They assisted in creating exactly what we were looking for and teaching us how to take our set-up to the next level. Thanks, y'all!

Max did an amazing job working with us. He made it so easy to truly create the CRM that we needed. The ease of use and ease of communication that we had made this process go super smooth. He understood the direction we wanted to go, and was able to create a great CRM that helps us in our everyday work life.

Working with Diego as our Implementation Manager for Monday.com has been one of the best operational decisions I’ve made for my business.

I manage multiple moving parts — compliance tracking, recurring testing schedules, documentation portals, invoicing workflows, dashboards, and client visibility — and Diego didn’t just plug in templates. He built a system tailored specifically to how we operate.

What sets him apart:

• He listens first. He truly understands business pain points before suggesting solutions.
• He translates operational chaos into clean, automated workflows.
• He optimizes automation without overcomplicating the system.
• He builds dashboards that actually drive decision-making.
• He anticipates scalability — not just current needs. - He is ALWAYS asking questions around growth and what's next.

Before working with Diego, we were tracking tasks manually across spreadsheets, emails, and multiple disconnected tools. Now, we have centralized boards, automated notifications, organized compliance documentation, and clear reporting — all within monday.com.

He has an incredible ability to break down complex features into practical, usable systems. He is patient, strategic, and incredibly knowledgeable about the platform.

The owner of my company- who isn't technical at all is able to even use the boards for all his own scheduling and calendar functions.

Victoria and the Workflow Magic team were super helpful in identifying solutions to all the bumps we were encountering along the way. It was a time saver working with Victoria as she had explicit answers to many of the A/B testing we were conducting and ensured we didn't pursue a false path. We plan to engage Workflow Magic for future SOWs. Recommend!