Phoenix - Your AI AssistantYou will get ClickUp CRM & project workflow setup
Delivery in
6 days
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What you get with this Offer
I build ClickUp workspaces that handle your entire client lifecycle.
Starter — Basic ClickUp CRM View:
• 1 CRM board with pipeline stages
• Up to 5 custom fields for deal tracking
• Basic status-change automation
• Quick-start documentation
Standard — Full CRM + Operations Setup:
• CRM pipeline with multiple views (board, list, calendar)
• Up to 3 automated workflows (task creation, notifications, status changes)
• Client onboarding template with dependencies
• Custom dashboard with key metrics
• Integration with 2 external tools (email, Slack, calendar)
• Workspace structure and permissions
• Full documentation + walkthrough call
Advanced — Complete Business Operating System:
• Multi-space workspace: Sales + Delivery + Support
• CRM with advanced custom fields and formulas
• Up to 8 automated workflows across all spaces
• Client onboarding + project delivery + feedback templates
• Multiple dashboards (sales, delivery, capacity)
• Integration with up to 5 tools via API/webhooks
• Data migration from existing CRM or spreadsheets
• Team roles, permissions, and notification rules
• Full documentation + team training session
• 30 days post-delivery support
Starter — Basic ClickUp CRM View:
• 1 CRM board with pipeline stages
• Up to 5 custom fields for deal tracking
• Basic status-change automation
• Quick-start documentation
Standard — Full CRM + Operations Setup:
• CRM pipeline with multiple views (board, list, calendar)
• Up to 3 automated workflows (task creation, notifications, status changes)
• Client onboarding template with dependencies
• Custom dashboard with key metrics
• Integration with 2 external tools (email, Slack, calendar)
• Workspace structure and permissions
• Full documentation + walkthrough call
Advanced — Complete Business Operating System:
• Multi-space workspace: Sales + Delivery + Support
• CRM with advanced custom fields and formulas
• Up to 8 automated workflows across all spaces
• Client onboarding + project delivery + feedback templates
• Multiple dashboards (sales, delivery, capacity)
• Integration with up to 5 tools via API/webhooks
• Data migration from existing CRM or spreadsheets
• Team roles, permissions, and notification rules
• Full documentation + team training session
• 30 days post-delivery support
What the Freelancer needs to start the work
To get started, I will need:
• access to your ClickUp workspace
• a short description of your current sales or project workflow
• the pipeline stages or statuses you need
• required custom fields
• the automations you want implemented
• team roles and permissions
• the external tools you want connected
• examples of dashboards or metrics you want to track
• any issues in your current workspace that need to be fixed