Structured CRM & operations systems,
upgraded with practical AI

I help businesses turn scattered CRM processes, operations, and manual follow-ups into clear Monday.com systems — then add automation and AI where they save real time.

Systems architecture

Before AI, automation, and dashboards — the system needs the right structure.

Board structureI design boards around your real process: leads, projects, clients, teams, approvals, and handoffs.
Workspace designDepartment boardsNaming conventionsData flow
Workflow designClear status logic, automations, notifications, and handoffs between the people involved.
Status logicAutomationsNotificationsHandoffs
Reporting logicDashboards and summary views built so owners and managers can see what needs attention without chasing updates.
DashboardsKPI viewsSummary boardsConnected data
Usability & permissionsSimple views for daily users, cleaner reporting for managers, and the right access for each role.
Role-based accessCustom viewsTeam onboardingClean UX

Need a full restructure? I can review your current setup, clean up the structure, and rebuild it without losing your data.

Let's talk →

CRM workflows with less manual updating

Modern CRM and operational workflows no longer need to rely entirely on manual updates, repetitive admin, and disconnected tools.

Communication → CRMTurns emails, WhatsApp messages, and meeting notes into structured CRM updates, so important details don't stay buried in inboxes or chats.
Email syncWhatsApp updatesMeeting notesContact details
Sales follow-upKeeps next steps, proposal tasks, reminders, and lead routing visible, so deals don't depend on someone remembering to update the CRM.
Proposal tasksFollow-up remindersPipeline updatesLead routing
Client handoverWhen a deal is won, the right onboarding tasks, project boards, and internal handoffs can be created from the CRM.
Client onboardingProject creationTask generationStatus visibility
Pipeline visibilityShows open deals, stuck leads, overdue follow-ups, and sales activity without building reports manually every week.
CRM auditsPipeline healthWin/loss summariesSales reporting

No CRM yet? I can design the structure from scratch — pipeline stages, fields, automations, reporting, and handoffs.

Let's talk →

Operations & project workflows

Good project delivery starts with a workspace that is easy to understand: clear boards, clear ownership, and a simple way to see what needs attention.

Workspace structureBoards, groups, statuses, views, and permissions set up so the workspace is easy to read and simple to maintain.
Board structureDepartmentsPermissionsViews
Communication → tasksEmails, meetings, and messages can be turned into tasks or updates, so the team has a clear place to continue the work.
Meeting notesEmail updatesTask creationFollow-ups
Repeatable workflowsApprovals, checklists, schedules, documents, and recurring work organized into clear steps.
ApprovalsChecklistsSchedulingDocuments
Workload visibilityShow what is open, overdue, blocked, or coming up without building status reports manually.
Workload viewWeekly digestDashboardsProgress tracking

Need to improve an existing workflow? I can review how work moves through the business, identify slow points, and adjust the structure from there.

Let's talk →
→Expert Vetted on Upwork
✓100% Job Success Score
+5+ years building systems
⊕Long-term client relationships

Mike Basa

CRM & Operations Systems Architect

I started building systems while managing a motorcycle dealership. We had sales, service, admin, daily checklists, follow-ups, and a team that needed a clear place to work from.That led me into Trello, then Monday.com, Make, APIs, and automation. Over the last five years, I’ve built CRM, operations, project, and reporting systems for different businesses.My strength is structure. I listen to how the business runs, organize it into a clear workspace, and add automation or AI where it removes manual work.

Every business has different bottlenecks

I don’t sell templates. I review your workflow, understand where work slows down, and build the structure from there.

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