Rakesh Patel

Founder and CEO of TaskRhino

Rakesh Patel is a technology leader with 29+ years of experience in building and scaling software systems for growing businesses. He is the Founder of Space-O Technologies and a key advisor at TaskRhino, helping teams move away from rigid CRMs like Salesforce.

Rakesh works closely on monday.com and Twenty CRM implementations, focusing on clean workflows, correct data structure, and long-term scalability. His expertise includes AI-driven automation, CRM architecture, data migration, and system integrations.

At TaskRhino, he helps businesses build fully owned, flexible CRM systems enhanced with AI to support smarter operations and decision-making.

Rakesh Patel

Profile

Best posts

    • Salesforce Hidden Costs: The Full Cost Beyond Licenses

      Discover the real cost of Salesforce beyond license fees: implementation, admin, consulting, storage, support and integrations, with current 2026 pricing.

      Software Comparisons

    • monday.com Automation Safety: Preventing Duplicate Items

      monday.com automations can accidentally create duplicate items when status changes trigger multiple times. Learn prevention strategies: pre-condition checks, status locks, unique identifiers, and BoardBridge safeguards.

      BoardBridge

    • monday.com No Dry-Run Mode for Automations

      monday.com has no dry-run or test mode for automations — when you test, it fires for real. Learn workarounds including email test mode, execution logging, pre-condition checks, and duplicate board strategies.

      BoardBridge

    • monday.com Block Automation If Pre-Condition Not Met

      monday.com automations fire regardless of whether required data is complete. Learn how to add pre-condition checks that block automations when fields are empty, statuses are wrong, or data is missing.

      BoardBridge

    • monday.com Conditional Email Template Selection

      monday.com board automations can’t pick an email template from column values. See how workflow branches do it, the separate-automation workaround and its costs.

      BoardBridge

    • Does monday.com Support Conditional Logic in Automations?

      Does monday.com support conditional logic? Classic automations only AND conditions; the workflow builder adds If/Else branching. Workarounds and examples.

      BoardBridge

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