Explore Our Services
At CM Consultancy, we help teams move from scattered tasks and manual work to clear, optimized business processes using ClickUp. Whether you’re just getting started or ready to scale, we’ll design a setup that fits how you work — not the other way around.
ClickUp Done For You
We provide complete setup,
customization, and optimization of the ClickUp platform, streamlining processes and enhancing team productivity.
ClickUp Assist
This offers you the opportunity to join our Slack community, where you’ll receive dedicated support through 2-hour calls, twice a week.
Templates
We offer industry-specific templates
designed to save you time and ensure consistency across your projects.
With our templates,
🔧ClickUp Workspace Setup & Customization
Build a foundation that grows with you. We design and structure your ClickUp workspace to match your actual business processes — so projects are easier to manage, track, and deliver. Includes:
🧠 Standard Operating Procedures (SOPs) Development
🚀 Process Optimization & Automation
Includes:
🧑🏫 ClickUp Training
& Consulting
🪄 Retainer Consulting & Ongoing Support
Engaging Creative Minds
We provide expert ClickUp solutions
tailored to optimize workflows, automate tasks, and drive measurable improvements
in team productivity. With ongoing support
and custom integrations, we help teams
achieve peak efficiency and long-term
success. With our ongoing support and custom
integrations, we help teams achieve peak
efficiency and long-term success. At CM Consultancy we can provide your
business with expert ClickUp solutions that
are tailored to:
At CM Consultancy, we combine operations strategy with ClickUp expertise to help agencies and service-based teams optimize how they work. Whether you’re refining existing workflows or building from scratch, we bring clarity, structure, and momentum to your business processes.
Optimize workflows
01
Automate tasks
02
Drive measurable improvements in team productivity
03
Process-First Approach
At CM Consultancy, we combine operations strategy with ClickUp expertise to help agencies and service-based teams optimize how they work. Whether you’re refining existing workflows or building from scratch, we bring clarity, structure, and momentum to your business processes.
01
Tailored ClickUp Systems
No cookie-cutter setups here. We design your ClickUp workspace around your unique team structure, client journey, and delivery style — so it actually works for you.
02
SOPs That Scale With You
We help you document and automate your business processes through clear, actionable standard operating procedures. Less guesswork, more consistency.
03
Done-With-You Support
04
Built for Busy Teams
05
What Client Say About Our Company?
"Carla is amazing! She's very attentive to my team's needs, and she delivered a product that matches our original CRM goals. Carla also has stellar communication-it never felt like work talking to her. Seriously, can't compliment Carla enough. If you ever have the opportunity to work with Carla, RUN AND BOOK HER! 100/10 experience :)"
We have had the pleasure of working with Carla Masangkay as our ClickUp consultant, and I can confidently say she exceeded our expectations. From the very beginning, Carla demonstrated a deep understanding of our needs and helped us seamlessly implement ClickUp as an effective project management tool for our team.
Carla provided clear guidance, practical solutions, and actionable recommendations that have significantly improved our productivity and collaboration. What stood out most was her patience, responsiveness, and ability to simplify complex processes, making it easy for our team to adopt and utilize the platform.
Stop working with chaos and start leading with clarity.
A fully optimized system that’s built for growth, efficiency, and sustainability. No more chaos. Just clarity and control.
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