ClickUp as CRM
Ardi Insurance
ClickUp CRM for 150 users with n8n automation
- Period
- Oct 2025 – Feb 2026
- Duration
- 4 months
- Tools
- ClickUp · n8n
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Overview
ClickUp CRM for 150 users with n8n automation: AML compliance workflows, company verification via internal API, and automated agreement registration process.
