Victor A.

Monday com Authorized Partner & ClickUp Verified Consultant with 80+ implementations. I build custom CRMs, project management systems and automations on Monday com, ClickUp and Notion that cut turnaround times by up to 40%. "We're paying for the software… but the team still runs everything from spreadsheets, chats and email." I hear some version of that on almost every discovery call. The tool usually isn't the problem. The setup is: boards nobody updates, automations that broke months ago, leads sitting in an inbox for days, and managers chasing status updates instead of leading. Sound familiar? • Leads come in, but follow-ups depend on someone remembering. • Projects run, but nobody sees what's late until a client complains. • Automations exist, but half of them broke and nobody knows which ones. • Processes live in one person's head, so every new hire needs weeks of hand-holding. WHAT CHANGES WHEN THE SYSTEM IS BUILT RIGHT Picture one workspace where every new lead lands on the right board automatically, gets assigned to the right person and triggers a follow-up reminder. Projects move through clear stages, clients get updates without you writing them, and one dashboard shows what's on track, at risk or overdue, without a single status meeting. MY KEY SERVICES MONDAY COM • Custom CRMs and sales pipelines: lead capture, deal stages, follow-up automations, Gmail and Outlook email sync • Project and portfolio management: connected boards, dependencies, timelines and workload views • Client onboarding systems: forms, checklists and automatic handoffs from sales to delivery • Dashboards and reporting: real-time KPIs for leadership, teams and clients • Monday com automations and integrations: native recipes plus Make and Zapier for advanced logic CLICKUP • Team and agency operating systems: Spaces, Folders and Lists structured around how you actually work • Task and sprint workflows: custom statuses, templates, recurring tasks, priorities and dependencies • SOPs and knowledge bases in ClickUp Docs, linked directly to the tasks they explain • Time tracking, workload and capacity planning • ClickUp Automations, Forms and integrations with Slack, HubSpot, Google Workspace and more NOTION • Company wikis and SOP libraries • Client portals and content hubs • Linked databases, lightweight CRMs and dashboards with formulas, relations and rollups AUTOMATION AND AI WORKFLOWS • Zapier and Make (Integromat) scenarios connecting your CRM, email, forms, calendar, accounting and e-commerce tools • AI-assisted workflows with Monday AI, ClickUp Brain, Notion AI, ChatGPT and Claude for summaries, data extraction and smart routing MIGRATIONS, CLEANUP AND TRAINING • Migrations from Asana, Trello, Airtable, Jira, Excel or Google Sheets, with data mapped and cleaned • Workspace audits: fix broken automations, remove duplicate boards, standardize naming and permissions • Team training and Loom video libraries so adoption sticks after handover HOW I WORK 1. Free 15-minute discovery call: we map how your team works today and where time is being lost. 2. Written blueprint: boards, statuses, permissions and automations, approved by you before I build. 3. Build and test in short sprints with your real data: you review progress after each sprint, so we can adjust while changes are still cheap. 4. Training and handover: Loom walkthroughs, a live session and simple written guides. 5. Post-launch support: [14/30] days of fixes and tweaks included. WHY CLIENTS CHOOSE ME • Official credentials: Monday com Authorized Partner and ClickUp Verified Consultant • 80+ implementations across 10 industries • Built around your process, not a template you have to bend your team to fit • Simple to use: if a workspace needs a tutorial every time someone logs in, it isn't finished • Honest advice: if a simpler setup or a different tool fits better, I'll tell you WHO I WORK WITH BEST Marketing & Creative Agencies | Law Firms | E-commerce & Fulfillment | Real Estate | Property Management | Logistics | Accounting Firms | Consulting Firms | Nonprofits | Customer Support Teams INTEGRATIONS I USE OFTEN Slack, Gmail, Outlook, Google Sheets, HubSpot, Salesforce, Calendly, Typeform, QuickBooks, Shopify, Jira and more. READY TO GET YOUR TIME BACK? Message me with a quick brain dump or a Loom of your current setup. I'll review it and reply with a clear action plan: what to keep, what to fix and what to automate first.