Learn how to use ClickUp as a CRM
Dashboards are the best way to build high-level views of everything in your Workspace.
Once your CRM Workspace has been set up, Dashbo...
ClickApps allow you to customize your team's experience within your Workspace. To maintain a successful CRM Workspace, we recommend us...
With Custom Fields you can create unique task fields to manage client phone numbers, emails, notes, prospect items, or anything else yo...
Once you've added data to your CRM, use ClickUp views to see your work in a way that works best for you.
You can use the CRM Folder tem...
ClickUp's Hierarchy allows you to use your Workspace as a CRM. Use this CRM Folder template to quickly set up your Workspace 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, l...
<%= block.description %>
Getting Started, ClickUp Features, Integrations, Use Case Support
Payments, Invoices, Pricing, Seats, Changing Your Plan
Logging In, SSO, Account Settings, Security Privacy
Bug Reports, Error Codes, ClickUp API
Blog Posts, Sponsorship Requests, Press Inquiries
Connect with the ClickUp Sales or Solutions Teams
View our documentation for the ClickUp API
Level up your skills to increase your productivity and save you time
Join our platform experts in real-time to build your best workflow
Find ready-to-use template that work for your use case
Join one of our global communities to engage with other ClickUp users
Suggest new features and vote on submissions from your peers