A ClickUp consultant who makes your workspace simple to run.
We set up and streamline ClickUp, Asana, monday.com and your CRM — clean structure, useful dashboards, automations, required workflows and approvals, and the integrations that keep your tools in sync. Then we train your team so the system stays easy to maintain. A remote-first team, working with clients worldwide.
A tool is only as good as its setup.
Most teams do not have a tool problem. They have a setup problem. Someone signs up for ClickUp, Asana or monday.com, a few people build lists their own way, and within a month there are duplicate tasks, fields nobody understands, and no clear answer to a simple question: what is everyone actually working on right now? The tool becomes another place to check instead of the place that tells you the truth.
A good setup fixes that. When the structure is clean, the right work shows up in the right view, updates happen on their own, and one glance at a dashboard tells you who is doing what and what is stuck. Nobody has to send a "quick status" message, because the status is already there. That is the difference between a project tool people avoid and one the whole team quietly relies on.
At Scorpyns, this is a core part of what we do. We are a remote-first product and software studio that runs our own platforms, so we live inside these tools every day and know what a real, working setup looks like — not a pretty demo, but a system that still makes sense six months later. We set up ClickUp, Asana, monday.com and CRMs, and we are honest about which one fits your team.
Project management setup, done properly.
Clean workspace structure
We design a simple, logical structure of spaces, folders, lists and tasks — with the custom fields, tags and views your team actually needs, and nothing they do not.
Dashboards & reporting
Live dashboards for each person and for managers — workload, progress, deadlines and blockers at a glance, so status is always current without anyone chasing it.
Automations
We remove the manual steps: moving tasks, assigning owners, setting dates, sending reminders and updates. The busywork runs itself, reliably, every time.
Workflows & approvals
We build the required workflows and approval steps so work moves the right way — from request to review to done — and nothing skips a stage it should not.
Integrations
We connect your workspace to the tools you already use — Microsoft Teams, Outlook, Slack, Google Workspace, your CRM and AI — so updates flow between them on their own.
SOPs & team training
We write short, plain SOPs and run live training, so the system is easy to maintain and your team knows exactly how to use it after we hand over the keys.
The careful parts are never extra.
A workspace nobody trusts costs you more than no workspace at all. Everything below comes with every setup we build — as standard.
- A discovery session — we learn how your team really works before we build a thing.
- The right tool — ClickUp, Asana, monday.com or a mix, chosen for your case.
- Clean structure — spaces, lists, fields and views planned to stay simple as you grow.
- Custom views — list, board, calendar, timeline and workload, set up per team.
- Automations — repeat steps handled for you, with clear, sensible rules.
- Required workflows & approvals — work follows the path it is meant to.
- Dashboards & reporting — live status for people and managers, no manual updates.
- Integrations — Teams, Outlook, Slack, Google Workspace, your CRM and AI.
- CRM tidy-up — clean pipelines and stages linked to your project work.
- Plain SOPs — how the system works, written in words your team can read.
- Live training — a real session for your team, recorded so new joiners can catch up.
- You own everything — the accounts, the setup and the documentation are yours.
Setups people actually use.
Plenty of people can build you a workspace. Fewer will keep it simple enough that your team still uses it a year later — or tell you when a fancy feature is the wrong answer. We treat every client setup the way we treat our own operations, because we run real teams and real products on these same tools.
We keep it simple on purpose. The best setup is the one people barely have to think about. We resist clutter, cut fields nobody reads, and design so the right work is always in front of the right person.
We recommend the tool for you, not for us. Sometimes the honest answer is ClickUp, sometimes Asana, sometimes monday.com, sometimes tidying the tool you already pay for. We explain the trade-offs in plain words and let you decide.
We work remotely, worldwide. Scorpyns is a remote-first studio. We work with startups and established companies across time zones, keep communication clear and written, and deliver, train and support everything online — wherever your team is based.
From first call to a system that runs.
Free call
Tell us your team, your tools and what keeps going wrong. We listen and give honest advice — no charge, no pressure.
Map & plan
We map how you really work, pick the right tool, and give you a clear plan, one fixed price and a delivery date, in writing.
Build
We build the structure, views, automations, workflows, approvals, dashboards and integrations — the parts that make it stick.
Train
We run a live session with your team, walk through the SOPs, and adjust the setup based on what they say before it goes fully live.
Handover & support
We hand over every account and doc, and can stay on to fine-tune the system and train new joiners as you grow.
The right platform, set up well.
We work across the leading project and CRM tools, and connect them with the platforms you already run — so your setup fits your team, not the other way round.
What a real setup looks like.
"Set up our project management tool" hides a lot of choices. Get them right and the tool disappears into the background of a smooth-running team. Get them wrong and you have an expensive to-do list nobody trusts. Here is how we think about it — the same way we would for our own team.
ClickUp, Asana or monday.com — which fits your team
ClickUp is the most flexible and powerful of the three, and it does the most for a single price — tasks, docs, dashboards, goals and automation in one place. That power is why we recommend it most often, and also why it needs a careful hand: without a clean structure it can overwhelm people. Asana is calmer and simpler, which makes it easy for a team to adopt quickly when you want less friction and fewer options.
monday.com is bright and visual, and works well for teams who like colourful boards and lighter task tracking. None of these is "the best" in the abstract — the best one is the one your team will actually keep using. On our first call we look at how you work, who needs to see what, and your budget, then tell you honestly which tool fits. We are not tied to any single platform, so the advice is about you, not a commission.
Structure first: spaces, views and clean data
Every good setup starts with structure. We design a clear hierarchy — spaces for teams or clients, folders and lists for the work, and tasks with just the right custom fields — so information has one obvious home. Then we build the views each person needs: a simple list for doers, a board for a workflow, a calendar or timeline for deadlines, and a workload view for managers. The goal is that anyone can open the tool and immediately see their next thing to do, with no digging.
Automations, approvals and the workflows work must follow
Once the structure is clean, we take the manual clicking off your team. Automations move tasks between stages, assign the right owner, set due dates, and send reminders and updates when things change — so nobody has to remember or nag. On top of that we set up the required workflows and approvals: a request has to be reviewed before it starts, a piece of work has to be signed off before it is marked done, a client task cannot skip a stage. This is what turns a shared task list into a process your business can rely on.
Dashboards, reporting and integrations that keep everyone in sync
Managers should not have to ask for status, and teams should not have to make it by hand. We build dashboards that pull live numbers straight from the work — progress, workload, overdue items and blockers — so the picture is always current. Then we connect your workspace to the rest of your stack: Microsoft Teams and Slack for notifications, Outlook and Google Workspace for calendars and email, and your CRM so sales and delivery share the same view. Where it genuinely helps, we add AI to summarise long threads, sort incoming work or draft updates inside the flow.
CRM setup that talks to your projects
A project tool and a CRM should not be two separate worlds. We set up and tidy CRMs like HubSpot, Pipedrive, Zoho and others — clean pipelines and stages, the right fields, and automations for follow-ups and handovers — then link them to your project workspace, so a won deal can create the delivery work automatically and everyone sees the same customer. And because the whole thing is only useful if people run it, we finish every project with plain SOPs and live training, so the system stays simple to maintain long after we hand it over.
We don't just talk — we ship.
We have built and run real platforms where work has to move through clear stages, approvals and dashboards to stay on track. Designing workflows people trust is exactly the skill behind a good project setup. Proof beats promises.
Setup questions, answered simply.
Which tool is right for us — ClickUp, Asana or monday.com?
It depends on how your team works. ClickUp is the most flexible and powerful, and it does the most for one price, which is why we recommend it most often. Asana is clean and simple, ideal when you want people to adopt it fast. monday.com is bright and visual, and popular for lighter task tracking. On our first call we look at your team, your work and your budget, and we tell you honestly which one fits — we are not tied to any single tool.
Can you fix a messy ClickUp or Asana workspace we already have?
Yes, and it is a lot of what we do. Many teams start a tool themselves, then end up with duplicate lists, unused fields and no clear way of working. We audit what you have, keep what works, and rebuild the rest into a clean, simple structure. You do not have to start from scratch or lose your existing data.
What does a project management setup actually include?
We design a clean structure of spaces, folders and lists, add the right custom fields and views, and build the dashboards your team and managers need. We set up automations to remove manual steps, create the required workflows and approvals so work moves the right way, connect your other tools, and write short SOPs. Then we train your team so the system is easy to keep running.
Can you set up automations, dashboards and reporting?
Yes. Automations handle the repeat steps — moving tasks, assigning owners, setting due dates, sending reminders and updates — so nobody has to chase them by hand. Dashboards give each person and manager a live view of what matters: workload, progress, deadlines and blockers. We build reporting that pulls real numbers from your work, so status is always up to date without anyone making a slide deck.
Can you connect our other tools — Teams, Outlook, Slack, our CRM and AI?
Almost always, yes. We connect your workspace to the tools you already use, so updates and messages flow between them — Microsoft Teams, Outlook, Slack, Google Workspace, your CRM and more. Where it genuinely helps, we can add AI to summarise, sort or draft inside your workflow. If a ready-made connection does not exist, we can often build one with automation tools or code.
Do you also help with CRM setup?
Yes. Alongside project management, we set up and tidy CRMs such as HubSpot, Pipedrive, Zoho and others. That means clean pipelines and stages, the right fields, automations for follow-ups and handovers, and a link between your CRM and your project tool so sales and delivery share the same picture. As with everything, we keep it simple enough for your team to run.
Do you work with international and remote clients?
Yes. Scorpyns is a remote-first studio, and we work with startups and established companies all over the world. We are comfortable across time zones, we keep communication clear and written, and we deliver everything online. Wherever your team is, we can plan, build, train and support your workspace without ever needing to be in the same room.
Will our team actually use the system after you set it up?
That is the whole point, and it is why we do not just hand over a workspace and leave. We keep the structure simple, write short SOPs in plain words, and run live training so everyone knows how to use it. You own the accounts and every setting, and we document how it all fits together. If you want, we stay on to adjust the system and train new joiners as your team grows.
Related work & services.
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