Full-service ClickUp Consulting, Onboarding, and Integration Services

Get your teams working together more closely, supercharge productivity, automate work, and enhance visibility with the power of the ClickUp platform and our solution expertise

Advanced ClickUp Solutions and Services

As a Certified ClickUp Partner, and with our deep knowledge and expertise in work automation and collaboration best practices, we provide clients with tailored ClickUp solutions that suit their unique business needs. We offer a range of top-notch ClickUp services that will take your productivity game to the next level. From seamless onboarding to comprehensive training and integration services, we’ve got you covered.

Our team of experts will guide you through the process, helping you set up your account, configure settings to match your unique workflow, and explore the vast possibilities of ClickUp’s features. We can also help you import data, create custom fields, set up task templates, and connect ClickUp seamlessly with your existing software ecosystem.

Project Management Consulting

  • Portfolio and Project Maturity Assessment and Plan

  • PMO and Center-of-Excellence Setup or Optimization

  • Portfolio and Project Management Methodology, Processes, Standards, and Templates

  • Project Management and Business Analysis Consulting, Staffing, and Training

  • Business Process Optimization and Re-engineering

  • Software Assessment and Selection Services

ClickUp Services

  • Onboarding Services: Smooth Sailing from the Start to explore the vast possibilities of ClickUp’s features.

  • Quickstart: Hitting the Ground Running to swiftly configure and optimize your account.

  • Training: Mastering ClickUp Like a Pro to help you navigate the platform with confidence.

  • Integration Services: Seamless Workflows Across Platforms to ensure that ClickUp becomes the central hub for all your productivity needs.


What Our Clients Say

Smartsheet Consultation and Implementation for Project Management

We recently had the pleasure of collaborating with Optimum on the implementation and consultation of our department’s PM system, based on Smartsheet. I want to publicly acknowledge the invaluable role Optimum played in this project. Their deep industry knowledge and adherence to best practices not only streamlined our processes but also ensured the project’s successful delivery. Their team demonstrated exceptional expertise and provided tailored solutions that perfectly met our unique needs. The smooth integration of the PM system has significantly enhanced our operational efficiency. Working with Optimum has been a highly positive experience, and I highly recommend their services to anyone seeking professional and effective PM system implementation. A big thank you to the entire Optimum team for their outstanding support and dedication!

Peter Nawrocki
Project Manager

Smartsheet for Project & Portfolio Management

Shoppas_Optimum-Project Management Smartsheet

We wouldn’t have gotten to where we are today without Optimum. Optimum spent time with us to gain a good understanding of our processes and where our bottlenecks were.

Greg Young
Allied/Storage Solutions Sales Manager

Smartsheet Project and Resource Management

Wurk Smartsheet Implementation

The team and communication – they were by far the best vendors that we work with and ultimately did great work for us.

Jojo Palacio
VP of People & Corporate Strategy



Our certified experts are here to help you find the right software solution for your unique business challenges and needs. They schedule your free consultation session and answer all your questions, including topics like:

  • Our Service Offerings

  • Live Demos and Software Product Information

  • Assessments

  • Pricing and Custom Quotation

Email us at info@optimumcs.com, call us at 713.505.0300, or fill out this form and we’ll reach out to you within one business day.


Email us at info@optimumcs.com or fill out this form and we'll be in touch within one business day.