I will setup and automate clickup, trello, asana or monday com with CRM integration
Your go to Project Management Expert
About this Gig
Need help organizing your projects and tasks?
I will set up and automate your project management tool so your work runs smoothly. I work with ClickUp, Trello, Asana and Monday.com, and I can connect them to your CRM.
I know a good setup should be easy to use. So I learn how your team works first, then build the system around it.
What you get:
- A fully set up workspace (boards, lists, tasks and views)
- Automations that save you time (reminders, status updates, task assignments)
- CRM integration, so new leads and deals become projects automatically
- Dashboards to see your progress at a glance
- Data moved over from your old tool
- A simple written guide on how to use everything
Best for: Small businesses, startups, agencies, sales teams and freelancers.
How it works:
- Tell me your goals in chat.
- I send a simple plan.
- I build and test it.
- You get your workspace and a guide.
Why choose me:
- Experience with all four tools
- Fast, clear replies
- Easy setups that grow with your team
- Revisions until youre happy
Not sure which tool to pick? Send me a message before ordering and Ill help you choose.
Click Order Now and lets get your projects organized
Domain:
Business
Industry:
Business services & consulting
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Software
Language:
English
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German
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Spanish
FAQ
Which tools do you work with?
I work with ClickUp, Trello, Asana and Monday.com. Not sure which one fits you? Send me a message and I’ll help you choose.
Can you connect my CRM?
Yes. I can connect popular CRMs like HubSpot, Salesforce, Pipedrive and Zoho, so new leads and deals become projects automatically.
Can you move my data from another tool?
Yes. I can move your tasks and projects from your old tool into your new workspace. This is included in the Standard and Premium packages.
Do you offer calls?
I handle everything through chat. This keeps communication clear and gives you a written record of everything we agree on.
Do i need a paid plan for my tool?
It depends on the features you want. Many automations and integrations need a paid plan. I’ll tell you before I start if your plan needs an upgrade.

