Custom ClickUp & Enterprise
ClickUp, at enterprise altitude.
Two-way syncs with the systems you already run, portals scoped to territories and roles, and audit trails built for regulated environments — scoped with your compliance team in the lead.
$100/hr · or a scoped flat-rate quote
everything, talking to everything — safely
Dynamics 365
orders & invoices
ClickUp
one source of truth
Territory portals
SSO, role-scoped
0
records synced today — retried, deduped, confirmed
100%
of changes in the audit log — who, what, when
Two-way sync healthy — compliance team has the keys
the whole plan, running as one loop
territory-scoped portals
Every rep, exactly their slice.
One ClickUp workspace behind the curtain — and a portal where each rep signs in with SSO and sees only their territory, their accounts, their reports. Least-privilege by design, not by policy memo.
portals — territory-scoped, SSO
NRep — Northeast
Boston General
Albany Medical
SRep — Southwest
Phoenix Health
El Paso Clinic
the audit trail — every surface, one log
09:02j.reyessigned in via SSO
09:04j.reyesviewed Boston General — Q3 report
09:11syncDynamics → ClickUp · 214 records confirmed
09:15m.okaforapproved territory change
timestamped, immutable, exportable — your auditors will smile
the audit trail
Audit-grade by default.
Who signed in, what they saw, what they changed, what synced — one timestamped log across every surface. When the audit comes, the answer is an export, not an investigation.
Also included
Dynamics 365, ERP & homegrown
Two-way syncs with retries, deduping, and delivery confirmation. A synced change is a confirmed change.
Migrations & multi-workspace
Moving off a legacy system, or architecting across workspaces — planned, rehearsed, then executed.
Your automation stack
Zapier, Make, n8n, Apps Script, Power Automate — whichever your IT already trusts.
AI reporting on the Claude API
Performance summaries and trajectory analyses written by AI — reports leadership actually reads.
Compliance team leads
HIPAA-careful builds, self-hosted automation where required, vendor BAAs where offered.
Websites, wired to ClickUp
Marketing sites and web apps on the same rails — intake forms, dashboards, and portals all speaking to one workspace.
Consulting-only welcome
Sometimes you need architecture, not implementation. That's a real engagement here too.
$100/hr.
or a scoped flat-rate quote. Answer a few questions and the full requirements land on the studio's board.