Lucas A

CRM Automation & Workflow Consultant

Independent Reserve

Jun 2026 - Jun 2026 • 0 mos

I specialize in designing automated business systems using Monday.com and ClickUp to eliminate repetitive work and improve productivity. I build custom CRM solutions, automate lead nurturing, create project management workflows, sales automation, AI workflow automation, client portals, SOP implementation, task automation, recurring processes, dashboard reporting, email automation, calendar integration, HubSpot integration, Slack automation, Google Workspace automation, and end-to-end business operating systems for service-based businesses. monday.com, monday crm, monday sales crm, monday workspace, monday automation, monday workflow, monday project management, monday expert, clickup, clickup expert, clickup automation, clickup setup, crm setup, crm automation, project management, workflow automation, ai workflow, ai automation, business automation, sales pipeline, lead management, task management, project tracker, dashboard setup, reporting dashboard, custom workflow, process automation, zapier, make.com, n8n, hubspot crm, gohighlevel, airtable, asana, notion, slack integration, google workspace, calendly integration, client onboarding, sales automation, operations management, virtual assistant, admin support, crm consultant, business systems, productivity expert, automation specialist, custom crm, project planning, team collaboration

Monday.com CRM & Project Management Specialist

Neo Campus

May 2026 - May 2026 • 0 mos

I help startups, agencies, and growing businesses build efficient Monday.com workspaces that simplify project management, sales tracking, and team collaboration. My services include Monday CRM setup, sales pipeline creation, workflow automation, AI-powered process optimization, dashboards, forms, client onboarding systems, task management, lead management, ClickUp migration, Zapier, Make.com, n8n integrations, reporting dashboards, automation recipes, workspace optimization, and virtual assistant support tailored to each client's business. monday.com, monday crm, monday sales crm, monday workspace, monday automation, monday workflow, monday project management, monday expert, clickup, clickup expert, clickup automation, clickup setup, crm setup, crm automation, project management, workflow automation, ai workflow, ai automation, business automation, sales pipeline, lead management, task management, project tracker, dashboard setup, reporting dashboard, custom workflow, process automation, zapier, make.com, n8n, hubspot crm, gohighlevel, airtable, asana, notion, slack integration, google workspace, calendly integration, client onboarding, sales automation, operations management, virtual assistant, admin support, crm consultant, business systems, productivity expert, automation specialist, custom crm, project planning, team collaboration