Proto IT Consultants

monday.com, AI Automation & GoHighLevel Experts | Agentic AI, Make.com, Custom Software

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.

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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

Microsoft Dynamics CRM
Web Development
Zapier
API Integration
CRM Software
Business Process Automation
Make.com
CRM Development
CRM Automation
HighLevel
AI Chatbot
Generative AI
AI Agent Development
Claude
n8n
100% Job Success
Rising Talent

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Upwork activity

Hourly rate

$65.00 - $150.00

Minimum project size

$5K+

Total earned

$10K+

Total hours

118

Total jobs

10

Member since

Oct 19, 2023

Company information

Agency size

11-50 workers

Year founded

2022

Client focus

Medium business

Small business

Awards

Monday.com Bronze Partners Proto IT Consultants is a Bronze Level solution implementation partner with Monday.com, and our primary focus is implementing workflows.
Authorized Partners - Softr This placement ensures that team Proto IT Consultants has expertise to develop and deliver enterprise level Softr solutions (Apps, Portals etc).
Silver Partners - Make.com Team Proto is a Silver Level Professional Services partner with Make.com, authorized to implement solutions as per industry standard for enterprises.
Authorized Partners - n8n Awarded by n8n itself, team Proto is authorized to implements Advanced AI Agents and Automation solutions for enterprises, and SMBs.