Case studies

The work.

Enterprise ClickUp builds, client portals that read ClickUp via API, the automation plumbing in between — plus the websites and mobile apps we design. Every build below shipped, and every build is still running.

Every portal feature →Every integration →

18.

Builds documented

11.

Industries served

Client & team portals

A note on names: client privacy comes first here — company names are withheld until each client chooses to be named. Every build below is real, in production, and happy to be proven on the call.

Jump toMarketing & Creative3 E-commerce1 Nonprofit1 Travel & Hospitality1 Manufacturing1 Healthcare2 Legal1 Construction & Real Estate1 Media & Production1 Web Design4 Mobile Apps2

Marketing & Creative.

3 buildsClickUp for Marketing & Creative →

zapier + apps script — lead intake

✓

Website form submitted

✓

Lead task + contact record created

✓

Branded HTML email sent

leads processed, zero re-typed

824

01Marketing & Creative

A creative agency's client lifecycle, made self-running

The agency runs everything on ClickUp. We turned the manual work between 'a lead fills out the form' and 'a client project is live' into a self-running system — ~20 automations, one-click onboarding from 60+ service templates, and AI-written performance reviews leadership actually reads. Since October 2026 the team works it all from its own portal.

Manual steps from lead to launched project

60+

Service templates, auto-scheduled

ClickUp automationAI reviews60+ templatesTeam portal

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dashboard — six sources, one screen

$190.6k

pipeline, live

open deals

tools unified

Meridian Fitness

Won ✓

Copper & Oak

Proposal

02Marketing & Creative

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

A paid-social agency's sales operation ran across Calendly, Close, Stripe, PandaDoc, ClickUp, and Slack with no reconciliation between them — the founder cross-referenced tools by hand every day, and silent failures (contracts signed but never invoiced, wire payments missing from MRR, deals closed with no charge) surfaced only by luck. I designed and built, from scratch, a production sales-operations dashboard on a snapshot read model: every source pulled hourly in parallel, one dashboard, automation that closes the loops, and reconciliation tools that make the silent failures announce themselves.

6 → 1

Sales tools reconciled into one dashboard

5,178

Close leads on one lifecycle view, hourly

6 tools → 1 dashboardSnapshot read modelAuto-WonMRR reconciliation231+ commitsSole engineer + designer

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portal — reporting · time & budgets

412h

logged this month

86%

billable

running hot

Retainer — Northwind

Running hot

Website rebuild — Halcyon

On pace

11Marketing & Creative

Hours, budgets and contracts a marketing agency's clients see for themselves

A B2B marketing agency billed against contracts and retainers but tracked hours in ClickUp timers nobody outside the team could see. Their portal turns those timers into live budgets: every client sees hours against their contract, the agency sees who's over, running hot or behind pace, and the numbers export to Excel or a branded PDF.

Budget call-outs — over budget, running hot, behind pace

15 min

Company ↔ client records kept in step across four lists

Client portalTime & budgetsContractsExcel + PDF export

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E-commerce.

1 buildClickUp for E-commerce →

replication — pod ⇄ HQ

Pod workspace

Ambassador brief — May

Approved ✓

HQ workspace

Ambassador brief — May

Approved ✓

03E-commerce

Creative ops at scale: 800+ briefs, 5 pods, 2 brands, zero touch

Two D2C brands under one owner, dozens of creative briefs a week, all renamed, numbered, foldered, and documented by hand. We built a config-driven automation that generates every brief's task name, Drive folder, and brief doc automatically — then replicated the whole stack to a second brand's workspace.

800+

Creative briefs auto-generated to date

Creative pods across two brands, one automation

800+ briefs automated5 creative pods2 brandsConfig-driven

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Nonprofit.

1 buildClickUp for Nonprofit →

portal — leadership view

84%

grant success

68%

retention

active cycles

Q3 grant cycle

On track

Donor renewal push

Running

04Nonprofit

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

The consultancy writes and manages grants for ~20 nonprofits, with everything in ClickUp. We built their client-facing portal and live reporting layer: an executive fundraising dashboard, per-client grant reports with PDF export, a retainer portal with AI-written monthly summaries, and passwordless login — all reading ClickUp in real time, no database.

~20

Nonprofit clients reported live

Databases — ClickUp is the only source of truth

Client portalLive fundraising KPIsAI summariesNo database

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Travel & Hospitality.

1 buildClickUp for Travel & Hospitality →

app.clickup.com — the travel OS

212

travelers

active journeys

1:many

traveler → journeys

Whitfield party — Amalfi

Design in progress

Chen family — Kyoto

Traveling

05Travel & Hospitality

A luxury travel agency's command center — intake to itinerary to payment

The concierge designs bespoke journeys for high-net-worth travelers, run entirely from ClickUp. We architected their workspace, automated intake and client provisioning end-to-end, and built a brand-native command-center portal: travelers, journeys, roadmaps, suppliers, and payments in one elegant surface ClickUp itself can't render.

60s

Client intake, down from 30+ minutes

Automation deliverables, documented in plain English

Luxury travelIntake automationCommand center portalClickUp OAuth SSO

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Manufacturing.

1 buildClickUp for Manufacturing →

inbox — monday, 6:00 AM

reports@ — built overnight, automatically

Yesterday at a glance — orders, delivery, exceptions

Orders: 47 (+6 vs last Monday)

On-time delivery: 96%

3 orders need attention — linked

06Manufacturing

A 6 AM production dashboard, delivered as email — no logins required

Leadership wanted daily production visibility without logging into anything. Every morning at 6 AM Eastern, a fully automated HTML dashboard lands in their inboxes: open orders by status and dollar value, invoiced work by day, ship-via breakdowns, and a six-month revenue rollup — pulled live from ClickUp.

6 AM

Every morning, automatically, in their inbox

Runtime, down from 14 — parallelized pagination

Daily email dashboardZero maintenanceLive from ClickUpNo new software

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Healthcare.

2 buildsClickUp for Healthcare →

app.clickup.com — internal CRM

regions

120+

territories

337

facilities

Northeast — Boston General

Active

Southwest — Phoenix Health

Renewal

07Healthcare

A custom operations portal, powered by ClickUp

I architected a medical-device company's entire commercial operation as a relational system inside ClickUp — then built a beautiful, responsive portal fully integrated with the ClickUp API, so the same data drives a completely custom experience. No second database. No migration.

40+

Reps + leadership on one system

Feature modules on one portal

HIPAA-regulated industryMicrosoft SSORole-based accessOutlook syncNo second database40+ reps

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app.clickup.com — prospect to patient

systems, bridged

double entry

100%

handoffs tracked

Discovery call — A. Morgan

Booked

Intake — R. Patel

Converted ✓

09Healthcare

A prospect-to-patient pipeline bridging ClickUp and Practice Better

Bi-directional integration between ClickUp and Practice Better — prospects flow in from marketing, patients flow through care, and nothing falls in the cracks between systems. Since October 2026 the team works from its own portal: patients, payroll and follow-up emails in one place.

Systems, one pipeline

Manual re-entry steps

Practice BetterTwo-way syncTeam portalFollow-up emails

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Legal.

1 buildClickUp for Legal →

app.clickup.com — case management

1,400+

cases moving

case types

missed deadlines

Family petition

Evidence

Work visa renewal

Filed ✓

08Legal

CRM + case management keeping 1,400+ cases moving

Full intake-to-resolution case management on ClickUp — clean architecture, templated views, and automations that keep a high-volume immigration practice on schedule.

1,400+

Active cases managed

Source of truth

ClickUp CRMAutomation1,400+ cases

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Construction & Real Estate.

1 build

portal — CRM · records

record types

anchor: the property

∞

owners over time

12 Ridge Lane — residence

Active

Kitchen & primary suite

Design

10Construction & Real Estate

A design-build firm's people, properties and projects — one portal, every mailbox

A residential design-build firm ran on scattered ClickUp spaces, personal inboxes and texts. We rebuilt ClickUp around the property as the anchor, then put a portal on top: a CRM of people, properties and projects, each person's own mail and calendar, Google Drive, texting alerts, a roadmap priced before it's approved, agreements signed in the browser, and every birthday and anniversary worth remembering.

Google services wired in — each person's Gmail and Calendar, and Drive

Linked record types — people, companies, properties, projects

Client portalProperty-first CRMGoogle WorkspaceE-signatureSpecial dates

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Media & Production.

1 build

portal — dashboard · manager

productions live

in review

late

Brand film — spring campaign

In review

Partner explainer series

On track

12Media & Production

A portal for an in-house video team — every role sees its own work

An in-house video team at a global brand ran productions across linked ClickUp databases — deliverables, reviews, vendors, hires, invoices — that only a ClickUp expert could navigate. Their portal gives each of six roles its own sidebar and dashboard, and gives anyone in the company a request form that becomes a production.

Roles, each with its own sidebar and dashboard

Linked databases behind every production

Client portalSix rolesRelational databasesRequest intake

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Web Design.

4 buildsClickUp for Web Design →

reecepsychology.com

13Web Design

A therapy practice site that converts with calm

For a licensed psychologist practicing across 45+ states via PSYPACT: a custom-designed, mobile-first site with SEO foundations built in and one clear action — the free consultation. Calm on the surface, engineered underneath.

100%

Mobile-responsive — most therapy searches happen on a phone

Pages, each targeting the questions families search for

Mobile-firstSEO foundationsConsultation funnel

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marieparsons.com

14Web Design

Corporate wellness, designed to feel like it works

A wellness practice selling to HR directors and individuals at once: serene custom design, mobile-first build, SEO-structured program pages, and one booking action that works for both audiences.

Audiences closed by one design — corporate & personal

100%

Mobile-responsive — booking works one-handed

Mobile-firstTwo audiencesBooking funnel

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S&A Industries — redesign · home

15Web DesignDesign in progress

Hotel renovation credibility, told in photography

A full redesign for hotel & resort renovation specialists whose buyers are the biggest names in hospitality. Editorial serif type over full-bleed photography, a brand trust wall in the first scroll, a light and a midnight theme, and a portfolio built to close. The design is in progress.

Major hospitality brands on the trust wall — first scroll

Themes — cream by day, midnight by night, following the visitor's device

Photography-ledLight + midnight themesTrust wallPortfolio architecture

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revenvy.com

16Web Design

A B2B growth agency's site, rebuilt to look like the results it sells

A LinkedIn-led outbound agency was selling momentum from a funnel-builder page whose 'Book a call' buttons led to a broken calendar. We redesigned and rebuilt it from scratch: dark, oversized type and aurora glows, product-style mocks of the growth engine and its AI sales workflows, a page per service, and the strategy call one click from anywhere. Live on revenvy.com.

Pages, each with its own title, description and share card

Services, each with its own page

Custom designNext.js + VercelSEO + share cardsBooking funnel

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Mobile Apps.

2 builds

Mondays · 7v7 · Week 6

vs. Riverside United

8:30

kick-off

going

You're in

Going

Need 2 more for a full bench

Nudge

Share to the team chat

17Mobile Apps

A soccer team's app: fixtures, RSVPs, standings and the leaderboard

An adult soccer team playing in several leagues kept fixtures in a group chat and stats in nobody's head. Matchday is one codebase that runs as an iPhone app, an Android app and a website: games with RSVPs, results and match reports, standings and a leaderboard that calculate themselves, and a tappable map of the park.

Platforms from one codebase — iOS, Android, web

Tables kept by hand — standings and leaderboard compute themselves

iOS + Android + webOne codebaseRSVPsLive standings

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Finance · October

$4,280 left to spend

$12.4k

cash

$2.1k

spent

Groceries

Dining out

Car loan payoff

Money, training and meals in one app — three spaces, one sign-in

A private app that replaces a budgeting app, a fitness tracker and a calorie counter. Three switchable spaces — Finance (bank feeds, budgets, debt payoff, taxes, rentals), Fitness (Apple Health, AI training plans, progress photos) and Nutrition (barcode and photo logging, macro targets, groceries) — on the web and as a native iPhone app, with household members given only the spaces they need.

Spaces — finance, fitness, nutrition — one sign-in

24 mo

Of bank history pulled in on connect

iPhone + web + PWABank feedsApple HealthAI coaching

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