Upwork home
Sign up
Secondary
David V. Status: Offline
Clearwater, United States
100% Job Success
Top Rated Plus

EXPERT VETTED | Monday, Zoho, Smartsheet, Wrike | Integrations Expert

Expert-Vetted UpWork talent with over $1,000,000 earned and 99% Success rate! With tens of thousands of professional consulting and implementation hours (total, including UpWork and non-UpWork). While I am NOT the cheapest, I bring a level of cross-platform experience and industry knowledge of all Project Management platforms. Are redundant tools, manual tasks, and scattered data slowing you down? I specialize in helping businesses of all sizes streamline their operations by eliminating inefficiencies, integrating the right software platforms, and automating tedious processes. With my support, you’ll reduce costs, save time, and free your team to focus on what really matters: growing your bottom line. What I Bring to the Table: Software & Platform Expertise: Skilled and certified in monday.com, Zoho One, ClickUp, Teamwork, Wrike, Smartsheet and dozens of other leading business management tools. Process Automation: Set up workflows and automations that cut manual work in half and minimize human error. Systems Integration: Connect disparate apps so data flows seamlessly across your organization—no more siloed information. Tailored Solutions: Each recommendation is platform-agnostic and driven by your specific goals and ROI objectives. Ongoing Support & Training: I provide structured onboarding, user training, and continuous optimization. Services Offered: Software Audits & Consolidation: Identify redundant applications, evaluate cost-saving opportunities, and recommend optimal software stacks. Custom Integrations & Automation: Create workflows that sync data between CRMs, project management tools, and other systems. Process Optimization: Analyze existing processes, propose enhancements, and implement changes that boost efficiency. Training & Onboarding: Develop easy-to-follow documentation and deliver engaging training sessions to ensure high adoption. Ongoing Consultation: Offer retainer packages for continuous improvement, feature updates, and hands-on support. Why Work With Me? Results-Focused: Every solution is measured by tangible improvements in time saved, error reduction, and ROI. Transparent Communication: I’ll keep you informed every step of the way with clear timelines and progress updates. Industry-Agnostic Experience: I’ve worked with clients in tech, finance, eCommerce, healthcare, and more—so I can adapt to your unique needs. Certified Solutions Partner: Zoho: 8 years Experience Zoho Authorized Partner Zoho CRM Certified Zoho Projects Certified Zoho Creator Certified Wrike: 4 years Experience Authorized Reseller Partner Authorized Channel Partner Authorized Deployment Partner (the only partner that holds all 3) Wrike Integrate Specialist Certification Wrike Advanced Analytics Certification Smartsheet: 5 years Experience Silver Smartsheet Aligned Partner (over 20 certifications) Monday: 4.5 years Experience Channel Partner Monday Master Certification Monday CRM Certification Monday Dev Certification Monday Product Specialist Certification Teamwork: 3 years Experience Enablement Partner Sales Partner Technology Partner ClickUp: 3 years Experience Enablement Partner Strategic Partner ClickUp Pro Certification
Work history
David V. has more jobs. Create an account to review them
Skills

Skills

Testimonials

Endorsements from past clients

"David was a treasured find. Our team needed a pro to bring clarity and organization to our needs through the Monday software. David’s knowledge and expertise was a breath of fresh air to our company. If you need to get your company organized and back on the rails when it comes to operations and project management, David is the best I have seen."

Marcus M.
Mar 2021

Verified

Browse similar freelancers