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I will setup smartsheet celoxis zoho cliniko project management monday crm automation
United Kingdom
I speak English
Automating your workflows to save time,stay organized and grow
Hi, I’m Mike.
I help businesses streamline operations and automate workflows across CRMs, project management, and collaboration tools. Whether you run a service business, education center, real esta...
About this Gig
Managing projects, tasks, and teams manually can be overwhelming and error-prone. I help businesses streamline project management workflows, automate processes, and organize tasks efficiently using top PM platforms like Smartsheet, Celoxis, Zoho Projects, Wrike, and Monday.com.
Whether you run a service team, agency, or growing business, I design and implement custom project management systems that keep your team aligned, deadlines on track, and communication centralized.
What I Can Do for You:
- Full setup and configuration
- Import and organize existing projects, tasks, and resources
- Create custom dashboards, boards, and pipelines
- Automate task assignments, notifications, and reminders
- Integrate forms, calendars
- Set up recurring workflows
- Role-based access
- Reporting and analytics dashboards for performance tracking
Why Work With Me:
- 100% human setup
- Clear communication
- Workflow and automation designed
- Support for post-setup adjustments
Let me turn your PM tool into a system that actually works for your team, so you can focus on delivering results instead of managing chaos.
Domain:
Business
Industry:
Financial services
•
Real estate
Language:
English
•
French
•
German
FAQ
Which project management platforms do you support?
I specialize in Smartsheet, Celoxis, Zoho Projects, Wrike, and Monday.com, configuring and automating them to fit your business workflows.
Can you automate tasks and workflows?
Yes! I set up recurring tasks, dependencies, notifications, approvals, and automated pipelines so your team spends less time on manual management.
Do you handle dashboards and reporting?
Absolutely. I create custom dashboards, Gantt charts, KPIs, and analytics reports to track projects, resources, and team performance.
Can you integrate my PM tool with other apps?
Yes. I can connect your platform to email, calendars, forms, and collaboration tools to centralize your project management.
Will my team have role-based access?
Yes. I configure permissions and access levels for team members, managers, and clients, ensuring sensitive data is secure.
How long does it take to set up and automate a PM tool?
Setup time depends on the complexity and features you need. Basic setups typically take 1–3 days, advanced automation 3–7 days, and full platform automation 1–2 weeks for multi-team workflows and integrations.
