ClickUp for CRM

In the following articles, learn how to set up your ClickUp Workspace for CRM.

Get started now using our Quick Start: Sales & CRM template!

Organize your Hierarchy for CRM

From Spaces to tasks, learn how to set up your Workspace Hierarchy for CRM.

ClickUp_Hierarchy_v3c.gif

Use views for CRM

Learn what views you should use for CRM.

Use Custom Fields for CRM

Learn about the types of Custom Fields that can help your team easily manage customer information. 

Create statuses for CRM

Learn which custom statuses we recommend for CRM

Automations for CRM

Learn how to create time-saving CRM Automations.

Use ClickApps for CRM

Learn more about some of the ClickApps that we recommend for maintaining your CRM.

Use Dashboards for CRM

Learn more about using Dashboards for CRM reporting.

Webinars and courses

Be sure to check out these other resources:

Was this article helpful?