New: the $2,500 CRM System→
Integrations/Files, documents & sales
Runs in 3 builds

Google Drive & Docs.

Folder trees built per client from a template, Drive browsable from the portal.

Watch it work ↓Connect Google Drive & Docs

How it connects

  1. 1

    Client created

    in ClickUp

  2. 2

    Folder tree built

    from your template

  3. 3

    Docs rendered

    transcripts, handoffs — branded

  4. 4

    Linked on the record

    and browsable in the portal

portal.yourcompany.com/admin

Integrations

Google Drive & Docs

Running

New client

Google Drive

1

Client created

in ClickUp

2

Folder tree built

from your template

3

Docs rendered

transcripts, handoffs — branded

4

Linked on the record

and browsable in the portal

Live simulation · illustrative data

And here's what you see.

Google Drive & Docs, inside the portal — no tab switching.

portal.yourcompany.com/admin

Ridgeway Homes

Google Drive

Search…AskTeam view
DrawingsPermitsPhotos
PDF

Kitchen elevations.pdf

Drive · Oct 1

Project team

IMG

Site photo.jpg

Drive · Oct 4

Team + owner

XLS

Budget tracker

Drive · Oct 5

Project team

Portal features it powers

Files→Google Drive→

Running in real builds

Paid social advertising agency

Marketing & Creative

→

D2C consumer brands (two, one owner)

E-commerce

→

Luxury design-build firm

Construction & Real Estate

→

More in files, documents & sales.

All integrations →

Google Sheets

Config-driven automations and reporting sources.

PandaDoc

Proposals and signed contracts reconciled against the pipeline.

Calendly

Booked calls flowing into the sales lifecycle.

JotForm

Travel intake forms provisioning a client workspace.

Put Google Drive & Docs to work.

Thirty minutes to map what should happen automatically — and what your team should never have to retype again.

Request the 30-minute call →