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!
Relationships
With the Relationships ClickApp, you can build straightforward links between tasks in your Workspace or create an advanced database using Relationships between different Lists.
We recommend primarily using task Relationships for your CRM. You can use them to link contacts to their accounts and accounts to their deals, building the base of a comprehensive CRM.
There are three other Relationship types you can use in your workflows if you choose:
- Dependency Relationships: Use Dependency Relationships for tasks that need to be completed in a set order. Tasks can either be waiting on or blocking others.
- Reference Relationships: Reference Relationships are automatically created when a task is mentioned in another place. For example, if you mention a task in another task's comments, you'll see it automatically added as a Reference Relationship.
- Custom Relationships: Custom Relationships can be used to relate two Lists or link two tasks from anywhere.