Airtable Service Partner Verified ClickUp Consultant Zapier Certified Expert

Custom Business Systems

Built around how you work.

We design and build the operational infrastructure that makes your business run. Connected systems, intelligent automation, and purpose-built tools tailored to how your team actually works.

Book a Free Discovery Call

SMV VIRTUAL

Custom Apps

AI Integration

Automation

Certified Experts in the Platforms Your Business Runs On

Our Services

What We Build

See All Services

Custom Databases and CRMs

Relational databases that replace scattered spreadsheets with one connected source of truth for every client, project, and record in your business.

Airtable Zite SmartSuite

Intelligent Automation

Automated sequences triggered by events in your workflow, eliminating repetitive work and keeping data flowing without anyone babysitting it.

Zapier Make

Client and Team Portals

Branded client portals that give real-time visibility into projects, status, and documents without extra emails or calls to check in.

Noloco Softr

Project Management

Structured PM setups that reflect how your team actually works, not how a generic template assumes you should.

ClickUp Monday Asana

AI-Integrated Systems

Business intelligence and AI-assisted workflows embedded directly into your operational stack to automate decisions and work.

OpenAI Make

Document Generation

Automated proposals, contracts, and reports that generate and deliver directly from your live operational data.

Airtable Zapier

Operational Reporting

Executive dashboards that give founders and ops managers clarity on what matters without manual exports or assembly.

Airtable SmartSuite

Data Migration

Clean, structured migrations from legacy tools to connected infrastructure built for scale. Nothing gets lost. Nothing goes sideways.

Airtable ClickUp

Why Choose SMV

Your Business Does Not Run Like Anyone Else's. Your Systems Should Not Either.

Deep Platform Expertise

1 of 65 Airtable Service Partners worldwide. Certified in ClickUp, Zapier, and Zite with dedicated specialization, not generalist dabbling.

Systems Built for How You Work

We learn your business first. Every system is built around your actual processes, not a template adapted from another industry.

A Partner, Not a Vendor

We work alongside you through implementation, training, and ongoing support. The relationship outlasts the project.

Proven Across Industries

350+ projects delivered across nonprofits, legal services, real estate, field services, agencies, and women-owned businesses.

Years of specialized business systems experience helping teams build operational infrastructure that scales.

350+

Projects across nonprofits, agencies, legal services, real estate, and field service businesses.

1 of 65

Airtable Service Partners worldwide. One of only 65 firms globally given this designation.

Client Stories

What Our Clients Say

Working with Shannon has been nothing short of a fantastic experience. What started as a collaboration on a project management system for our manufacturing business quickly expa...

Paul Gay

Atelier Domingue

Shannon is an incredible hire. I highly recommend working with her. We hired her to help overhaul our Clickup. I'd been using Clickup personally, but we needed to rethink the se...

Jack Downey

Stellar Reviews

I am luxury custom home builder with 40 employees. I have always struggled with figuring out which software would work best for my business. I never found the perfect fit. Then ...

Jon Levy

Monmouth Custom Builders

Working with Shannon and her team at SMV Virtual Consulting was and is by far the best consulting decision ever made. There are many intricacies and nuances to building exactly ...

Jason Evanchak

Evolve Nevada

We started with a rush buildout of an Airtable database that morphed, at our behest, into adding multiple software integrations like Softr, Fillout, and Twilio. The end result w...

Brandon Roché

Virtual legal clinic

We had a fantastic experience working with Shannon. She brought a deep understanding of Airtable and helped us reorganize our base to be far more streamlined, intuitive, and eff...

Jenna Candreia

The LIV Project

Our organization hired Shannon at SMV Consulting to build out a custom Airtable CRM, and she went above and beyond, delivering a strong, scalable foundation. She integrated cont...

Nina H.

Non-Profit

Over a several month engagement, Shannon and her team helped us plan for and build a custom ClickUp interface for our company. Shannon was extremely knowledgable about ClickUp's...

Kevin McDonald

Modium Agency

Shannon is a total lifesaver. Her ability to see customized solutions for the problems you bring to the table is incredible. Because of the efficiencies she helps clients create...

Doug Walker

Shannon has been absolutely instrumental in helping us optimize our agency's workflow. When we first explored the idea of moving over to ClickUp, we were overwhelmed and didn't ...

Kait Shiels

Spark Social Agency

Shannon provided my team and me with ways to improve our ClickUp workspace. We walked through each Space, and Shannon shared tips and recommendations; from integrations and auto...

Olivia Wheeler

Acton Circle

If you are looking for an AirTable + Zapier SUPERSTAR, look no further!!! In less than 2 hours Shannon redid, organized, set up workflow, triggers, formulas, the list goes on fo...

Kaki Burgess

Mari Vasan Consulting

Shannon has helped us to organize our operations system in Airtable, configuring it beyond just the tables and base functionality. We use over 50 interfaces in Airtable, individ...

Alex Garashchenko

Tempd

Shannon expedited our project with an immense amount of detail and efficiency. The care and attention she takes with clients is un-matched. I highly recommend Shannon and her ex...

Montana

Calliet Fitness LLC

Shannon has been so helpful, adaptive, and responsive to our needs, helping us to create a system that includes automations and integrations to improve our workflow. We have abs...

Sarah Meador

ROE 8

Shannon helped me set up ClickUp for managing my bookkeeping firm. I can now see at a glance my upcoming deadlines, payroll due dates, HST remittance deadlines, etc. It has ease...

Trish Feistner

Accounting

Shannon is the quintessential ClickUp automation nerd who is knowledgable, quick, easy to communicate with and delivers quality product on time. As a numbers nerd myself, I appr...

Stephanie Solaris

Solaris Whole Health

Pretty much, Shannon is a rock star! She took what was a complete and total disaster and built it out into a well-oiled machine. Patient, willing to change gears at a moment's n...

Leslie Jemiolo

Working with Shannon has been nothing short of a fantastic experience. What started as a collaboration on a project management system for our manufacturing business quickly expa...

Paul Gay

Atelier Domingue

Shannon is an incredible hire. I highly recommend working with her. We hired her to help overhaul our Clickup. I'd been using Clickup personally, but we needed to rethink the se...

Jack Downey

Stellar Reviews

I am luxury custom home builder with 40 employees. I have always struggled with figuring out which software would work best for my business. I never found the perfect fit. Then ...

Jon Levy

Monmouth Custom Builders

Working with Shannon and her team at SMV Virtual Consulting was and is by far the best consulting decision ever made. There are many intricacies and nuances to building exactly ...

Jason Evanchak

Evolve Nevada

We started with a rush buildout of an Airtable database that morphed, at our behest, into adding multiple software integrations like Softr, Fillout, and Twilio. The end result w...

Brandon Roché

Virtual legal clinic

We had a fantastic experience working with Shannon. She brought a deep understanding of Airtable and helped us reorganize our base to be far more streamlined, intuitive, and eff...

Jenna Candreia

The LIV Project

Our organization hired Shannon at SMV Consulting to build out a custom Airtable CRM, and she went above and beyond, delivering a strong, scalable foundation. She integrated cont...

Nina H.

Non-Profit

Over a several month engagement, Shannon and her team helped us plan for and build a custom ClickUp interface for our company. Shannon was extremely knowledgable about ClickUp's...

Kevin McDonald

Modium Agency

Shannon is a total lifesaver. Her ability to see customized solutions for the problems you bring to the table is incredible. Because of the efficiencies she helps clients create...

Doug Walker

Shannon has been absolutely instrumental in helping us optimize our agency's workflow. When we first explored the idea of moving over to ClickUp, we were overwhelmed and didn't ...

Kait Shiels

Spark Social Agency

Shannon provided my team and me with ways to improve our ClickUp workspace. We walked through each Space, and Shannon shared tips and recommendations; from integrations and auto...

Olivia Wheeler

Acton Circle

If you are looking for an AirTable + Zapier SUPERSTAR, look no further!!! In less than 2 hours Shannon redid, organized, set up workflow, triggers, formulas, the list goes on fo...

Kaki Burgess

Mari Vasan Consulting

Shannon has helped us to organize our operations system in Airtable, configuring it beyond just the tables and base functionality. We use over 50 interfaces in Airtable, individ...

Alex Garashchenko

Tempd

Shannon expedited our project with an immense amount of detail and efficiency. The care and attention she takes with clients is un-matched. I highly recommend Shannon and her ex...

Montana

Calliet Fitness LLC

Shannon has been so helpful, adaptive, and responsive to our needs, helping us to create a system that includes automations and integrations to improve our workflow. We have abs...

Sarah Meador

ROE 8

Shannon helped me set up ClickUp for managing my bookkeeping firm. I can now see at a glance my upcoming deadlines, payroll due dates, HST remittance deadlines, etc. It has ease...

Trish Feistner

Accounting

Shannon is the quintessential ClickUp automation nerd who is knowledgable, quick, easy to communicate with and delivers quality product on time. As a numbers nerd myself, I appr...

Stephanie Solaris

Solaris Whole Health

Pretty much, Shannon is a rock star! She took what was a complete and total disaster and built it out into a well-oiled machine. Patient, willing to change gears at a moment's n...

Leslie Jemiolo

Meet the Founder

Shannon Vincent

I started SMV Virtual Consulting after watching talented business owners spend their time managing broken systems instead of running their companies.

Over 8 years and 350+ projects later, I've built operational infrastructure for businesses across industries. Every system starts the same way: by learning exactly how you work.

Airtable Service Partner Top 3% on Upwork 350+ Projects

Work With Shannon

Ready to Build Something Better

Your Business Deserves Systems That Work as Hard as You Do.

Book a free 30-minute discovery call. No pitch, no pressure, just a conversation about what you need and whether we're the right fit.

Book a Free Discovery Call

Custom Business Systems

What We Build

Custom Databases and CRMs

Intelligent Automation

Client and Team Portals

Project Management

AI-Integrated Systems

Document Generation

Operational Reporting

Data Migration

Your Business Does Not Run Like Anyone Else's. Your Systems Should Not Either.

Deep Platform Expertise

Systems Built for How You Work

A Partner, Not a Vendor

Proven Across Industries

What Our Clients Say

Shannon Vincent

Your Business Deserves Systems That Work as Hard as You Do.

Subscribe to Our Monthly Newsletter