New: the $2,500 CRM System

ClickUp systems for service businesses

ClickUp in.
Busywork out.

Your CRM, built on ClickUp. Everything around it, automated. The API, pushed to its limits — fewer tools, hours back every week. And when clients need a window in: a branded portal on top.

ClickUp Vetted ConsultantUpwork Top Rated Plus101 jobs · 2,700+ hours on UpworkEnterprise & regulated-industry experience
ClickUp

Your team's screen

app.clickup.com — Brightside / Web Design

Web Design

Home page design

IN PROGRESS

Assignee · Dana K. · homepage-v1 attached

Status change detected → automation firing…

Your team flips one status in ClickUp…

0

Jobs delivered on Upwork — Top Rated Plus

0+

Hours logged on Upwork, across those jobs

0%

Job Success on Upwork

0+

Years inside operations before automating any of it

01Here's the fix · in your world

Pick your world. Watch it run.

Real builds, replayed as living demos — every screen mirrors a system running in production today.

+ Your industry

Marketing & Creative

Leads, projects, approvals. Handled.

For marketing & creative agencies, this is the full install: a branded intake form feeding a ClickUp CRM, automations that onboard the client the moment a deal closes, and a branded portal where clients watch progress and approve designs. The automation core mirrors the real Revival Agency build below — the portal is the flagship add-on.

Starring Maya Chen a new lead — soon your client.

Read the Creative marketing agency case study
yourstudio.com/start-a-project

Maya's screen

Your website — branded intake

Y

Your Studio

yourstudio.com

Start a project

Name

Maya Chen

Company

Brightside Coffee

Services

Website · SEO
Send it

Maya fills out your branded form. It's the last thing anyone types by hand in this story.

02The proof

Built.
Shipped.
Yours.

12 builds across 8 industries

From marketing agencies to a global medical device company — every system shipped, in production, and documented. The demos above are three of them.

See all case studies →

01

Marketing & Creative

Paid social advertising agency

Six disconnected tools, one sales dashboard — and revenue that reconciles itself

6 → 1

Sales tools reconciled into one dashboard

5,178

Close leads on one lifecycle view, hourly

3,600+

Stale lead records cleaned in bulk, not one-at-a-time

231+

Commits on main — a production system, not a prototype

Read the case study

Sales — Lifecycle overview

Live · 6 sources

$8.2M

pipeline

$187k

closed won

92%

show rate

Fitwell Gym — opportunity

OPEN

Stripe · $3,500 payment landed — Fitwell Gym

JUST NOW

Auto-Won: opportunity closed itself when the payment landed

02

Nonprofit

Grant-writing consultancy

A grant-writing consultancy's ClickUp, turned into a client-facing product

~20

Nonprofit clients reported live

0

Databases — ClickUp is the only source of truth

1-click

AI monthly summaries, ready to email

20h

Monthly retainer tracked with a live capacity ring

Read the case study

Fundraising — executive dashboard

Live from ClickUp

$1.2M

awarded YTD

67%

win rate

14

submitted

Retainer used0%
Grants in motion0%

Monthly summary written by Claude — one click, ready to email

03

Healthcare

Global medical device company

A custom operations portal, powered by ClickUp

40+

Reps + leadership on one system

6

Feature modules on one portal

Secs

Cold loads — down from 15–30s raw

0

Second databases — ClickUp stays the source of truth

Read the case study

Contracting Facilities Report

via API · SSO

336

requests LTD

134

in effect

346

facilities

Northeast
West
Southeast

Territory-scoped for reps · consolidated for leadership

03What gets built

Everything your ops need.

The system underneath and the surfaces on top — built by the same hands, so they actually talk to each other.

ClickUp CRM & Architecture

The relational backbone — leads, clients, projects, one source of truth your whole team lives in.

  • Leads → clients → projects, all relational
  • A 70,000-ft view your team actually uses
  • Installed in ~2 weeks, docs included
Explore the CRM System

app.clickup.com — your workspace

Sales

▾ CRM

Leads214

Contacts180

Clients58

Projects23

Brightside Coffee — Client

↔ Contact: Maya Chen↔ Project: Website↔ 3 invoices

Every list relates back — one source of truth, no copies.

ClickUp Automations & Integrations

Zapier, Make, n8n, Apps Script — the manual work between your tools, gone for good.

  • Emails, folders, and alerts that send themselves
  • Bi-directional syncs with your existing stack
  • One broken task never takes down the pipeline
Find the right plan

zapier.com — Zap running

Trigger — form submitted

Create lead + contact in ClickUp

Send branded welcome email

runs today: 23 · failures: 00.8s · nobody typed anything

Client Portals on the ClickUp API

The flagship: a custom branded portal reading and writing your ClickUp live — no ClickUp logins for clients.

  • Clients log in, see live status, approve work
  • Role-gated — everyone sees exactly their slice
  • Approvals write straight back to ClickUp
Explore the Portal plan

portal.yourstudio.com — Brightside

Welcome back, Maya

Portal
Discovery100%
Design38%
Approve homepage design

ClickUp status flipped in ClickUp · team alerted

Websites, Wired to ClickUp

Marketing sites and custom apps — designed to your brand, wired to the system underneath.

  • Designed to your brand, not a template
  • Forms feed the CRM — zero re-typing
  • Hosted, monitored, and maintained
Scope a website build

yourcompany.com — live

Deployed — form wired straight into your CRM

04Pricing

Simple math. No surprises.

The ClickUp CRM System

$2,500

flat · installed in ~2 weeks

The operational backbone, owned by you from day one.

  • Lead pipeline → contacts → clients → projects
  • Service lists linked — your 70,000-ft view
  • Intake form wired straight into the pipeline
  • Dashboard, training Looms & plain-English docs
  • You own the workspace from day one
Discuss this plan
Most popular

ClickUp CRM + Custom Portal

$6,500

+ $149/mo hosted & maintained

The whole loop — a custom portal on the ClickUp API.

  • Everything in the ClickUp CRM System
  • Custom branded portal — reads your ClickUp live via the API
  • Automated email alerts from your own domain
  • Hosting, monitoring & webhook upkeep included
  • Not ready yet? Add the portal later for $4,500
Discuss this plan

Custom ClickUp & Enterprise

$100/hr

or a scoped flat-rate quote

Integrations, migrations, regulated environments.

  • Dynamics 365, ERP & homegrown system syncs
  • SSO and multi-role, territory-scoped portals
  • Regulated builds — scoped with your compliance team
  • Multi-workspace architecture & migrations
  • Consulting-only engagements welcome
Discuss this plan
Request the 30-minute call →

Fixed prices hold when the included scope holds — anything beyond it is quoted upfront. Every engagement starts with the call.

05Got questions?

Asked before every build.

The ones every client asks on the first call — answered here so the call can be about your business instead.

Still have one? Ask it live.

30 minutes. A scoping conversation, not a pitch — you leave with a clear direction either way.

Request the call
What does an engagement actually look like?

A 30-minute call to scope it. Then a fixed price upfront — the CRM System installs in about two weeks, portals typically take two to four more. You get training Looms, plain-English docs, and a handoff where your team runs the system on its own.

Do I own everything you build?

Yes — the ClickUp workspace, the code, the accounts, the sending domain. Everything is documented in plain English, so nothing lives in anyone's head. No black boxes, no vendor lock-in, ever.

We're in a regulated industry. Can you work with that?

Yes — Baroud Studios has built inside HIPAA-regulated environments. Every integration choice is made hand-in-hand with your compliance team: least-privilege access, audit trails, self-hosted automation where required, vendor BAAs where offered. Your compliance team leads; the system is built to make their yes easy.

My industry isn't in your case studies. Does that matter?

Nine builds in, no two have been alike — marketing agencies, a medical device company, a luxury travel concierge, a plywood manufacturer. The nouns change; the engine doesn't. Your industry mostly determines what the lists are called.

What happens after launch?

The system is yours to run — the docs and training make sure of it. Hosting, monitoring, and portal upkeep are available for $149/month. Otherwise, the next call happens when there's a next thing to build.

Do I have to replace my existing tools?

No — the point is making the tools you already pay for talk to each other. ClickUp becomes the source of truth, and Zapier, Make, n8n, or custom code wire it to your forms, email, payments, and whatever else you run on.

06The studio

Trust,
built in.

Prefer to just talk it through? Thirty minutes, no pitch.

Request the 30-minute call →

Sign-in your IT already trusts

Microsoft or Google SSO, or single-use emailed codes — and access your team revokes in seconds, from a ClickUp list.

Your data stays in ClickUp

Portals read it live and write back to it. There's no second database quietly drifting out of sync.

Every action is logged

Who signed in, who saw what, who approved — timestamped and auditable, end to end.

Built to survive the real world

Retries, deduping, delivery confirmations. A synced change is a confirmed change — not a hopeful one.

You own everything

The code, the workspace, the accounts, the sending domain. No black boxes, no vendor lock-in, ever.

Built for regulated environments

Experience inside HIPAA-regulated industries: least-privilege access, audit trails, self-hosted automation, vendor BAAs where offered. Your compliance team leads.

ClickUp Vetted Consultant

Baroud Studios is built around a ClickUp Vetted Consultant with 12+ years inside operations — the automation came after living the problems firsthand. Every demo on this page is a system designed, built, and shipped for a real client; every build is scoped to your budget, documented in plain language, and handed over so it stays yours.

daily tools: ClickUp API · Next.js · Vercel · Zapier · Make · n8n · Google Apps Script · Power Automate · Claude API

The full story is in the work — all 9 case studies

The short version

  • ClickUp Vetted Consultant — one of a small, vetted bench
  • Enterprise & regulated-industry experience
  • Fixed-fee products, $100/hr beyond scope — no surprise invoices
  • Everything documented in plain English, so your team runs it on its own

07Let's push ClickUp past its limits

Workspace chaos? Or working — but capable of more?

One message, a quick look, then the call — times land in your inbox within a business day. Flat-rate or $100/hr — consulting-only or full-scope build.

  • ClickUp Vetted Consultant
  • Top Rated Plus on Upwork · 100% Job Success · 101 jobs
  • You own everything — no black boxes

What should we discuss? (pick any, or all)

One quick math check keeps the bots out — no cookies, no captcha vendors, nothing tracking you.