Use ClickApps for CRM

ClickApps allow you to customize your team's experience within your Workspace. 

Use the Quick Start: Sales & CRM template to create a CRM Space with our recommended Hierarchy structure and statuses. The ClickApps in this article are essential for using the template effectively.

Automations

The Automation ClickApp enables you to save time by automating your CRM workflows.

Custom Fields

Use the Custom Fields ClickApp to customize your CRM tasks. Display company websites, deal sizes, and more!

Email in ClickUp

Email in ClickUp allows you to send and receive emails directly from ClickUp tasks!