ClickUp Consulting One workspace your whole team actually uses — not twelve tools with overlapping features.
Project management and productivity solutions tailored to your team. Delivered by our CRM Integration team in 3 to 10 weeks. USD pricing.
Part of our CRM Integration practice — see related capabilities below.
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Who we've built for.
How we work
- Focus
- ClickUp Consulting
- Stack
- Salesforce · HubSpot · Zoho · Microsoft Dynamics 365 · Odoo · ClickUp · REST · GraphQL
- Integrations
- Marketing automation · ERP · billing · support desks · custom product databases
- Typical timeline
- 3 to 10 weeks
- Compliance
- CRM data governance · field-level security · GDPR deletion workflows · audit logs
We design ClickUp workspaces for agencies, product teams, and ops: hierarchy structure, custom fields, automations, dashboards, and integrations that replace scattered project management tools.
Recent CRM and B2B builds
ContactOut-style B2B enrichment, LinkedIn Chrome extension, AI emails, HubSpot & scraper fleet
Read case study →
Gold partner delivery for fintech & crypto consultancy: agency site plus client websites & landing pages
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Developed complete mobile utility app & B2B reseller dashboard with 100+ API integrations from scratch
Read case study →
One API for all shipping carriers: book, print labels, shipment history & cancel from one logistics dashboard
Read case study →What we deliver — ClickUp
Workspace architecture
Spaces, folders, lists, and custom fields designed for your workflows.
ClickUp automations
Status triggers, assignment rules, and notification workflows.
Dashboards and reporting
Sprint velocity, capacity, and client-facing progress views.
ClickUp integrations
Slack, GitHub, HubSpot, and time tracking tool connections.
Template libraries
Reusable project templates for recurring client or product work.
Migration from Asana or Monday
Task import, custom field mapping, and team onboarding.
Capability detail: CRM Integration, Salesforce Development, HubSpot Development, Zoho CRM, Odoo Development, Microsoft Dynamics 365.
Typical engagement ranges
CRM setup and migration
From $14,000
- Configuration and data migration.
- Pipelines and automation basics.
- Typical 3 to 5 weeks.
Custom CRM integration
From $3,500
- Bi-directional sync with product or ERP.
- Custom objects and workflows.
- Typical 5 to 8 weeks.
Enterprise CRM program
From $19,000
- Multi-system CRM architecture.
- Governance and training.
- Typical 8 to 14 weeks.
FAQ
ClickUp for all-in-one (docs, goals, time tracking). Asana for pure project management. Monday for visual boards. We help you choose.
For simple pipeline tracking, sometimes. Dedicated CRM usually better for sales teams with complex deal management.
Basic workspace in 1 to 2 weeks. Full agency or product team setup with automations in 3 to 4 weeks.
Workspace setup from $6,000. Full implementation with integrations from $12,000.