Proto IT Consultants
Overview
We help businesses replace manual work with systems that run themselves. Proto IT Consultants is a 100% JSS agency specializing in monday.com, GoHighLevel, and workflow automation. We have delivered 200+ projects for startups, SMBs, and enterprises across the US and Canada, both on and off Upwork. What we do: ✦ monday.com: implementation, CRM builds, migrations from Zoho/HubSpot/spreadsheets, custom workflows, dashboards, and integrations with the tools you already use ✦ AI Implementation & Agentic AI: AI agents, chatbots, document processing, and LLM integrations built into your CRM, workflows, and internal tools, official Claude Partners. ✦ GoHighLevel: full account setup, funnels, pipelines, SMS and email automation, snapshots, and white-label builds ✦ Automations & Integrations: Make.com, Zapier, n8n, and custom API integrations connecting your entire stack ✦ Custom Software: web apps, SaaS platforms, client portals, internal tools, and rapid no-code builds with Softr ✦ Websites: design and development that is fast, responsive, and built to convert ✦ Microsoft Dynamics 365: setup, customization, migration, and integration Recent Wins: ✦ Migrated a Florida law firm from a failing Zoho CRM to a fully automated monday.com system, taking client intake, proposals, and contracts from manual work to a self-running pipeline ✦ Automated the full lead-to-contract lifecycle on monday.com for a US marketing agency, syncing RingCentral call data hourly and handling DocuSign contracts end to end ✦ Built an AI workflow that turns meeting transcripts into formatted, photo-complete project reports for an engineering firm, connecting 7 platforms through Make.com and OpenAI ✦ Implemented monday.com as the central operating system for a property management company, with full data migration and automated SMS and call tracking ✦ Developed a white-label client portal on the monday.com API, giving an agency's external clients secure, branded access to project data on their own subdomains ✦ Delivered a no-code employee portal with clock-in/out time tracking, built on Softr, Make.com, and monday.com How we work: ✦ We start with a free discovery call to map your current systems and bottlenecks. ✦ Provide you a transparent, step-by-step plan with clear pricing before any work begins, ✦ Regular updates, clean delivery, and post-launch support. Every automation we ship includes error handling and is optimized to keep your monthly platform costs low. Whether you need a $500 automation fix, an AI agent that works your pipeline 24/7, or a $20K+ custom build, send us a message and we will tell you honestly what it takes.
Services
ERP/CRM Software
monday.com implementation, CRM setup, and migrations from Zoho, HubSpot, and spreadsheets. Custom workflows, dashboards, and integrations with Twilio, DocuSign, RingCentral, and Slack. 100% JSS, delivered for real estate, manufacturing, legal, and service businesses.
AI Apps & Integration
Scripts & Utilities
Web Development
Web & Mobile Design
Mobile Development
AI & Machine Learning
DevOps & Solution Architecture
Skills
Featured clients
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