If you are copying the same details from one tool into another, there is a better way.
I build the CRM, the workspace and the automations between them, so leads, clients and projects move forward without anyone remembering to push them.
CRM, GoHighLevel and workspace setup, connected with Zapier, Make and n8n automations.
Systems and workflow automation means setting up the tools a business runs on, such as its CRM and project workspace, and connecting them so repetitive steps happen on their own: a booked call creates a CRM record, a signed contract triggers the welcome email, a status change notifies the right person. I set up GoHighLevel, HubSpot, ClickUp, Asana, Monday.com, Notion and Airtable, and connect them with Zapier, Make and n8n.
Before I build anything, we both understand the process and where it breaks.
Contacts, pipelines, deal stages, custom fields and follow-up tasks in GoHighLevel, HubSpot, Zoho, Dubsado, ClickUp or Airtable.
Sub-accounts, pipelines, workflows, calendars, forms, funnels and follow-up sequences, built and looked after.
ClickUp, Asana, Monday.com, Notion and Trello workspaces with boards, dashboards, templates and views your team will use.
Zapier Zaps, Make scenarios and n8n workflows with triggers, filters and actions, tested before handover.
Existing data moved in cleanly, every build documented, and your team shown how to use it.
A client running a campaign across WhatsApp, Facebook and Instagram had leads and conversations scattered across platforms.
I built a ClickUp CRM with a lead pipeline, custom statuses and fields, list and board views, and integrations that bring every enquiry into one place. Automations send follow-ups and track each interaction.
Result: Leads, follow-ups and campaign tracking in one system.
Contacts, customer issues and sales deals were unorganized, and follow-ups were being missed.
I organized contacts with properties and lists, configured the ticketing pipeline, built the deals pipeline with clear sales stages, and added tasks, reminders and workflows.
Result: One central system, and follow-ups that happen on time.
A client building a learning management system needed every task, owner and deadline organized ahead of launch.
I built boards for each phase, task groups with owners, priorities and due dates, a Gantt timeline, progress dashboards, and automations for status changes and deadline alerts.
Result: Deadlines visible to everyone, and a smooth launch.
Common wins are lead capture, appointment scheduling and reminders, client onboarding, contract and invoice handoffs, follow-up emails, status updates between tools, and recurring reporting.
Zapier is the quickest to start with and connects to the most apps. Make gives more control for less money as volume grows. n8n is the most flexible and can be self-hosted, which suits businesses that want their data on their own server. I recommend after seeing your stack and budget.
It depends on what you need. GoHighLevel suits coaches, consultants and agencies that want CRM, funnels, calendars, SMS and automation in one place at a fixed price. HubSpot suits teams that want a deeper CRM and reporting and are happy to use other tools around it. I set up both.
It depends on the team. Monday.com and Asana are easiest for teams new to project tools. ClickUp is the most flexible and suits operations-heavy teams. Notion is best when documentation and projects need to live together. I recommend after seeing how you work.
Yes. I export contacts, pipelines, tasks and notes from the old tool, clean the data, import it, and check that fields, tags and stages carried over correctly.
Yes. Everything I build is documented, and you keep full access. Nothing lives only in my head.
“Her attention to detail is the best I’ve seen.
Ella has been a valuable member of our team in every way! She is super responsive, very organized, and her attention to detail is the best I’ve seen. Her contributions have been unmeasurable to our team’s success!”
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Emmanuella Oduah