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ClickUp for CRM

Learn how to use ClickUp as a CRM

  • Automations for CRM

    Reduce manual updates and increase efficiency by automating your CRM Space or Folder. Use the Quick Start: Sales & CRM template to crea...

  • Create statuses for CRM

    Move accounts through customizable stages in your CRM Space or Folder. Align your entire team and keep track of the health of each acco...

  • 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 templ...

  • Organize your Hierarchy for CRM

    ClickUp's Hierarchy allows you to use your Workspace as a CRM. Use the Quick Start: Sales & CRM template to create a CRM Space with ou...

  • Use ClickApps for CRM

    ClickApps allow you to customize your team's experience within your Workspace.  Use the Quick Start: Sales & CRM template to create a ...

  • Use views for CRM

    Once you've added data to your CRM, use ClickUp views to see your work in a way that works best for you. Once you have your views creat...

  • Use Dashboards for CRM

    Dashboards are the best way to build high-level views of everything in your Workspace. Once your CRM is set up, you can create custom ...

  • Use Custom Fields for CRM

    Create Custom Fields to manage client and account information and identify deal progress.  Use the Quick Start: Sales & CRM template to...