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I will setup clickup and be clickup expert, clickup consultant, clickup crm automation
Optimistic Digital Marketer
Hello,
I’m Josh, a US-based Project Manager passionate about bringing clarity, structure, and results to your business. I specialize in ClickUp, Monday CRM, Asana, Notion, and Trello, helping teams s...
About this Gig
I will setup clickup and be clickup expert, clickup consultant, clickup crm automation
When Steve first reached out, his team was overwhelmed emails were missed, tasks duplicated, deadlines slipping. Barry, who had worked with Josh before, simply said: Talk to Josh. He'll fix your ClickUp automation.
And that's what I do. I transform chaotic operations into clear, automated, scalable workflows inside ClickUp CRM. I specialize in ClickUp automations, dashboard setup, role-based permissions, custom task statuses, CRM pipelines, and third-party integrations for Real Estate, Insurance, Healthcare, Academic, Nonprofit, and Corporate teams across the USA & UK.
After our first strategy call, Kelvins daily workload dropped, handoffs became smooth, and his entire team finally worked in sync- without extra meetings.
What You'll Get:
- Automated task routing & follow-ups with ClickUp
- Clear ClickUp workflow mapping
- Integrated CRMs, calendars, email & reporting dashboards
- Smooth team onboarding and ClickUp training
- Ongoing ClickUp Expert support
If you're ready to start leading with clarity, send me a message. Let's build your ClickUp CRM system with confidence as a ClickUp Expert.
Domain:
Business
Industry:
Construction
•
Engineering
Language:
English
•
German
•
Spanish
My Portfolio
FAQ
Can you build custom ClickUp workflows for my industry?
Yes, whether you're in Real Estate, Insurance, Healthcare, Academic, Nonprofit, or Corporate operations, I design industry-specific automated workflows that match your real processes, not generic templates. Do you set up ClickUp automations and
Do you set up ClickUp automations and triggers?
Yes. I configure AI-powered and rule-based automations that reduce manual work and ensure tasks move forward guaranteed.
Can you integrate ClickUp with Google Workspace, Outlook, Slack, HubSpot, or Salesforce?
Yes. I handle secure ClickUp integrations with your existing tools for seamless, synchronized teamwork.
Will I receive workflow training for my staff?
Yes, I provide clear walkthroughs, training sessions, and recorded guides for easy team adoption.
Can you migrate data from Trello, Asana, Monday, or Notion into ClickUp?
Yes, your data will be safely migrated, structured, and cleaned for optimal clarity.
Is this ClickUp CRM setup scalable as my agency or team grows?
Yes, every system I build as a ClickUp Expert is designed to grow with your workload, team size, and complexity.
Do you offer ongoing ClickUp Consultant support and optimization?
Yes. I offer ongoing ClickUp consultant support to monitor, refine, and enhance your system over time.
Can you create dashboards and reporting metrics?
Yes. I create real-time dashboards that highlight performance, deadlines, workload capacity, and KPIs.
Will everything done in ClickUp CRM be documented so we can manage it later?
Yes, you will receive clear documentation outlining ClickUp workflows, naming conventions, and permissions.
How fast will I see results in ClickUp CRM?
Most clients notice immediate efficiency improvements within 72 hours after ClickUp CRM setup, with full transformation visible as the team adopts the system.
