Michael A.

Most teams track work across spreadsheets, email threads, and sticky notes until things start falling through the cracks. I build the system that replaces all of that inside Monday com and ClickUp and then automate the parts your team should never have to do manually. I design and build CRM and operations systems for real estate teams, marketing agencies, healthcare practices, and construction businesses that have outgrown spreadsheets and disconnected tools. They need a backend that captures leads, tracks pipelines, manages projects, triggers automations, and connects to the tools their business already runs on — without breaking when things get busy. The result is a structured, automated backend that captures every lead, tracks every project, and removes the manual work that costs you revenue. Backed by consistent 5-star client feedback across every delivered project. My primary platforms are Monday and ClickUp — chosen based on what your workflow requires, not what is easiest to sell. Monday handles CRM pipelines, project operations, and cross-team visibility. ClickUp handles documentation, SOPs, client portals, and knowledge infrastructure. Where your stack needs connecting, I use Make com and Zapier to integrate GoHighLevel, QuickBooks, DocuSign, Stripe, Slack, Gmail, Shopify, and other tools your business already runs on. Outcomes clients have seen: 1. Leads flowing automatically from Zillow and Realtor into a structured Monday com pipeline — agents managing same-day follow-ups. 2. A construction business moving from manual billing to automated progress invoicing via QuickBooks and DocuSign. 3. A marketing agency replacing scattered task management with a ClickUp system for onboarding, campaign tracking, and SOPs — connected to Monday for live visibility. 4. A healthcare operation running patient intake, contracts, and billing automation across Stripe, QuickBooks, and DocuSign — triggered from Monday. WHAT I BUILD Monday — CRM pipelines, project management systems, intake workflows, dashboards, automations, and full-stack integrations. ClickUp — Space/Folder/List architecture, dashboards, SOPs, client portals, sprint & task templates, and team hubs. Automation — multi-step Make com and Zapier workflows connecting your platforms, with error handling, filters, and logic built for reliability. ✅ Monday com Services 1. monday com CRM board setup & workspace design 2. monday com CRM pipeline (leads, deals, activities, email tracking) 3. monday com automations & integrations (Zapier, Make com, API, Slack, Gmail, Google Drive) 4. monday com project management system (timeline, Gantt, dependencies, workload) 5. monday com dashboards 6. monday com forms & intake workflows 7. monday com QuickBooks Online integration for Invoicing & Accounting 8. monday com Google Calendar, Sheets & Drive integration 9. monday com data migration & cleanup (Excel/Google Sheets to monday com) 10. monday com custom formulas columns 11. monday com industry templates (HR, Sales & Marketing, Construction, Legal, Healthcare, Education, Real Estate) 12. monday com audits, troubleshooting & optimization. ✅ ClickUp Services 1. ClickUp Space, Folder & List structure setup 2. ClickUp custom dashboards & reporting 3. ClickUp workflow automation & integrations (Zapier, Make com, API, Slack, email, webhooks) 4. ClickUp CRM & sales pipeline setup 5. ClickUp client portals & team hubs 6. ClickUp Docs & SOP library (policies, playbooks, knowledge base) 7. ClickUp task/project templates & Agile/Sprint setup 8. ClickUp custom fields, automations & Goals tracking 9. ClickUp data migration (Notion, Trello, Asana, Monday, Sheets/Excel to ClickUp) 10. ClickUp Google Workspace connection 11. ClickUp time tracking & workload reporting 12. ClickUp training & documentation Typical delivery is 3 to 7 days. Every build includes documentation and a walkthrough so your team is never dependent on me to keep it running. If your CRM or Project Management setup feels messy, your automations keep breaking, or your team is stuck doing manual work — let's fix it properly. 📌 Message me for a 15-minute discovery call. 📌 SEND ME A MESSAGE describing what is breaking or what you are trying to build. I will review it and come back with a clear recommendation before anything starts. Monday | Monday CRM | Monday com | Monday com CRM | Monday Service | Monday Dev | Monday Work management | Monday com Board | Monday Automation | Monday Workflow | Monday Workflow Automation | Monday com Integration | Monday to Quickbooks | Monday to Pandadoc | Monday to Docusign | Monday to Make com | Monday to Zapier | Monday com to N8N | Monday Dashboard | Monday Project Management ClickUp | ClickUp Setup | ClickUp CRM | ClickUp Workspace | ClickUp Automation | ClickUp Dashboard Zapier | Zapier Automation | Zapier Integration | Zapier Workflow | Zapier to Monday Make com | Make Automation | Make Scenario | Make to Monday | Make Workflow Automation