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 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 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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