Expert-Vetted Upwork consultant with over $1,000,000 earned and a 99% success rate. I design and build custom operational systems that eliminate bottlenecks, enforce accountability, and scale with your business.
I am also an L5 Diamond Lovable Partner, the highest ranking available on the platform. I build production-grade applications, dashboards, AI tools, CRM systems, and operational backbones using Lovable when a custom solution is the right answer.
Most businesses do not need “another tool.” They need a system that actually works.
What I Do
I architect and implement custom operational systems across:
• Project Management & Execution Systems
• CRM & Revenue Operations Infrastructure
• AI-Powered Workflows & Internal Tools
• Chatbots & Conversational AI Agents
• Reporting Dashboards & Executive Command Centers
• End-to-End Business Automation
Sometimes that means optimizing monday and mondayCRM, Zoho, Smartsheet, or ClickUp. Other times it means building a custom solution in Lovable with Supabase, APIs, and structured automation.
I focus on building systems that:
• Remove founder bottlenecks
• Eliminate duplicate data entry
• Enforce workflow standards
• Provide real operational visibility
• Scale without becoming fragile
If your business depends on spreadsheets, disconnected SaaS tools, or manual oversight, we fix that.
Custom Systems with Lovable
As an L5 Diamond Lovable Partner, I build:
• Custom CRM and ERP-style platforms
• Production workflow tracking systems
• AI-driven analytics engines
• Lead routing and automation systems
• Admin dashboards and gated portals
• API-connected reporting layers
• Internal operational command centers
These are not prototypes. These are scalable systems designed to replace operational chaos.
Platform Expertise (When Off-the-Shelf Is Right)
I am certified and experienced across:
mondayOS | MondayCRM | MondayDev
Zoho One (CRM, Creator, Projects, Flow, Analytics)
Smartsheet
Wrike
ClickUp
Teamwork
GoHighLevel
Airtable
Asana
I integrate across Stripe, QuickBooks, Google Workspace, Supabase, Twilio, Shopify, Calendly, and other major SaaS tools.
Selected Credentials
Zoho Authorized Partner
Zoho CRM, Projects, and Creator Certified
Wrike Authorized Reseller, Channel, and Deployment Partner
Wrike Integrate Specialist
Wrike Advanced Analytics Certified
Smartsheet Silver Aligned Partner
20+ Smartsheet Certifications
Monday Channel Partner
Monday Master, CRM, Dev, and Product Specialist Certifications
ClickUp Strategic Partner
ClickUp Pro Certified
Teamwork Enablement and Technology Partner
Why Clients Hire Me
I do not just “set up software.” I design operating systems.
Clients hire me when:
• Revenue workflows are leaking
• Data cannot be trusted
• Reporting requires manual cleanup
• Founders are stuck in the weeds
• Growth is outpacing infrastructure
Every engagement is structured around measurable operational improvement, not feature implementation.
If you are looking for someone to think strategically, architect clean systems, and build either with enterprise platforms or custom Lovable applications, we should talk.
Smartsheet
Process Optimization
Wrike
Zoho CRM
Zoho Platform
Automated Workflow
CRM Software
Task Automation
Process Improvement
ERP Software
Agile Project Management
Asana
Angel S.
Daytona Beach Shores, Florida
$85/hr
5.0
21 jobs
I’m the founder of Angetix LLC, an automation, data, and operations consulting business helping organizations reduce manual work, improve workflows, and build systems that last.
I design and implement practical solutions across workflow automation, reporting, data organization, and operational systems. My work focuses on improving the tools and processes businesses already use rather than adding unnecessary software or complexity.
I can help with:
* Workflow and process automation
* Google Workspace systems and automation
* Excel and Google Sheets solutions
* Power Automate and Microsoft 365 workflows
* Data cleanup and organization
* Dashboards and reporting systems
* CRM and ClickUp workflows
* Process improvement and operational systems
* Ongoing troubleshooting and optimization
I combine consulting with hands-on implementation, so I don’t just recommend improvements. I build the systems and workflows needed to put them into practice. 👩🏻💻
Google Sheets
Google Sheets Automation
Data Cleaning
Google Apps Script
Financial Reporting
Process Improvement
Task Automation
Microsoft Excel
Email Automation
System Automation
Spreadsheet Automation
Data Science
Data Migration
Data Analytics
Data Engineering
Data Manipulation Language
Claude
ChatGPT Prompt
Prompt Engineering
Operations Analytics
Nathan E.
Lutz, Florida
$55/hr
5.0
23 jobs
If work keeps getting lost in Slack, spreadsheets, meetings, or people’s heads, I build the operating layer that makes it visible, owned, and moving.
I help founders and leadership teams turn scattered execution into a structured system with clear ownership, clean workflows, and dashboards that show what’s happening, what’s stuck, and what needs a decision.
My work is best for teams that need:
- A central view of projects, priorities, and follow-up.
- Better ownership across people, partners, and departments.
- Dashboards and reporting that support leadership decisions.
- Workflow design that reduces manual chasing and constant status meetings.
- A system that feels clear, reliable, and built to scale.
What I build:
- ClickUp workspace architecture, dashboards, automations, and reporting.
- SharePoint operational hubs, document control, and centralized visibility.
- Power Automate workflows, alerts, and reporting pipelines.
- Notion documentation systems and lightweight execution hubs.
- Google Workspace coordination and reporting structures.
I operate like an extension of leadership: I take the objective, build the structure, surface issues early, and keep execution moving without unnecessary complexity.
If you need someone who can translate operational chaos into a system people actually use, that’s where I fit best.
Management Skills
Project Management
Task Coordination
Executive Support
Vendor Management
Event Planning
Process Improvement
Policy Analysis
Documentation
Asana
Google Workspace
Notion
Intuit QuickBooks
Calendar Management
Email Communication
Greg S.
Clearwater, Florida
$175/hr
5.0
2 jobs
Connecting systems and people to thrive in a future of automation!
Specializing in eliminating waste and streamlining the user experience, I build realistic processes and systems to ensure you and your teams operations success. With a background in Manufacturing Engineering, Project Management and Professional Development, I thrive working in collaborative environments training a team on the new systems being developed!
Smartsheet
Data Analysis
Operational Database
Management Consulting
Automation
Analytical Presentation
Business Coaching
Kaizen
Project Management
Manufacturing
Lean Consulting
Process Improvement
Microsoft Power BI
Project Workflows
Operational Planning
Shaffaq N.
Orlando, Florida
$100/hr
5.0
38 jobs
Hey there! My name is Shaffaq Noor and I am a PMP and SAFe certified senior project manager and implementation specialist.
I specialize in PM & CRM buildouts and comprehensive project and product management support. I excel in leveraging tools like ClickUp, Asana, Jira, and Monday to optimize business workflows. With a strong background in automating and streamlining workflows using Make and Zapier, I am dedicated to transforming processes across various industries. From CRM customization to project and product management, I streamline operations and maximize productivity.
Expertise:
✓ ClickUp Verified Consultant
✓ Asana Ambassador
✓ Salesforce Certified Admin
✓ SmartSuite Certified Consultant
✓ Monday Certified Partner
Services:
✓ Management Tool Implementation: Implementing ClickUp, Asana, Monday, etc. and integrating with other tools in your tech stack for smooth data flow and enhanced collaboration.
✓ Project and Product Management Support: Providing comprehensive support in managing projects and product lifecycles, from planning to delivery.
✓ CRM Buildouts: Tailoring CRM solutions such as Zoho and Hubspot to your specific business requirements, ensuring a seamless fit with your existing processes.
✓ Automation Expertise: Leveraging Make and Zapier to automate repetitive tasks and optimize business workflows.
Let's discuss your CRM buildout and project/product management needs. Reach out to streamline your workflows and achieve your business goals!
Digital Project Management
ClickUp
Project Management Professional
Dev & IT Project Management
Technical Project Management
Process Optimization
Zapier
Make.com
CRM Software
Salesforce
HubSpot
n8n
Management Consulting
Agile Project Management
Asana
Jennifer L.
Oxford, Florida
$75/hr
5.0
39 jobs
Hi, I’m Jen — I build custom Google Sheets and Excel systems that solve business problems.
I help businesses automate workflows, improve reporting, reduce manual work, and make better decisions with practical spreadsheet solutions. From dashboards, reports, calculators, and trackers to automated workflows using online forms and PDF outputs, I build clean, reliable tools that support real business operations.
What sets me apart is my combination of skills. Along with spreadsheet development, I bring a background in Technical/UX writing and Product Management, so the tools I create aren’t just functional — they’re clear, intuitive, and scalable, informed by years of experience building web applications.
As part of my process, I use AI tools like Gemini, Claude, and ChatGPT to speed up scripting, formulas, and testing, helping me deliver high-quality solutions more efficiently. AI supports my process, but the real value comes from knowing how to apply it thoughtfully and turn the output into a reliable, business-ready solution.
My background includes a Computer Science degree, early career experience at Lockheed Martin, and years in startups and small businesses working across technical support, training, documentation, and product leadership. For over a decade, I served as Product Manager for a boutique app development group, partnering with Marriott International to build proprietary web applications. That experience taught me how to connect business needs, technical execution, and user experience — and I now bring that same thinking to every client project.
If you need someone who can combine spreadsheet expertise with systems thinking and a user-friendly approach, I’d love to hear what you’re working on.
Technical Documentation
Microsoft Excel
UX Writing
User Experience
Google Sheets
Product Management
Data Analysis
Automation
Sales Analytics
Marketing Analytics
Spreadsheet Macros
Google Apps Script
Visual Basic
Excel Macros
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Emerald Tiger
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Kinetic Investments
“Our very specific requirements can be a challenge—With Upwork, we’re able to access a bigger community to ensure the success of our projects.”
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Summa Linguae
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