Intro to using ClickUp as a CRM

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

Organize your hierarchy for CRM

From Spaces to tasks, learn how to set up your Workspace hierarchy for your software team. 


Use templates for CRM

Learn how to take advantage of premade Spaces, Folders, Lists, tasks, Docs, views, and Checklists in your CRM Workspace, including the CRM Folder template which can be used to create a ready-to-use Folder in your Workspace with the settings and items that we recommend in this guide. 

Use views for CRM

Learn what views you should use for your CRM.

Use Custom Fields for CRM

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

Use Automations for CRM

Learn about some of the Automations that we recommend for building an efficient CRM.

Use ClickApps for CRM

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

Use Dashboards for CRM

Learn more about using Dashboards for reporting in your CRM Workspace.

Additional resources

Be sure to check out these other resources for setting up your Workspace as a CRM: 


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