In the following articles, learn how to set up your ClickUp Workspace as a CRM.
From Spaces to tasks, learn how to set up your Workspace hierarchy for your software team.
Learn what views you should use for your CRM.
Learn about the types of Custom Fields that can help your team easily manage customer information.
Learn more about some of the ClickApps that we recommend for maintaining a CRM Workspace.
Learn more about using Dashboards for reporting in your CRM Workspace.
Be sure to check out these other resources for setting up your Workspace as a CRM: