CRM Specialist

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: TYPE OF WORK

Any

: SALARY

TBD

: HOURS PER WEEK

20

: DATE UPDATED

Jul 3, 2026

JOB OVERVIEW

I'm an Architect, builder, and broker based in the USA, running two main businesses, among others. I'm looking for a true ClickUp CRM specialist — not a generalist VA — who can architect and build our CRM system from the ground up, not just maintain it.

WHAT YOU WILL DO:
- Design and build our CRM workflows in ClickUp based on our specific sales/business processes (this is systems-building, not data entry)
- Integrate our existing CRM(s) and lead sources into ClickUp — migrating data, connecting forms/ads/email to ClickUp automatically
- Build a lead funnel inside ClickUp so every new lead is automatically captured, routed, and tracked from first contact to close
- Set up advanced automations (stage triggers, follow-up sequences, notifications) so no lead or follow-up slips through the cracks
- Build dashboards/reports so I can see pipeline health at a glance

WHO WE NEED:
- Deep, hands-on ClickUp expertise required — you should be able to speak fluently about ClickUp's CRM features, automations, custom fields, and integrations (Zapier/Make, forms, email)
- Proven experience integrating other CRMs/tools into ClickUp (not just using ClickUp as a to-do list)
Someone who thinks like a systems architect, not just a maintainer

DETAILS:
- Part-time, around 20–30 hours per week
- Long-term role with room to grow
- Background in real estate/US architecture firms is a plus!
- Please state in your application your proposed rate and ClickUp portfolio.

Only apply through here. Applicants who will reach out to other platforms will not be entertained.

SKILL REQUIREMENT

CRM Clickup

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CRM Specialist

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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