Workflow MagicReviews of workflowmagic.co

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.