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ClickUp for CRM

Learn how to use ClickUp as a CRM

  • 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, l...

  • Organize your Hierarchy for CRM

    ClickUp's Hierarchy allows you to use your Workspace as a CRM. Use this CRM Folder template for a quick set up or follow our recommend...

  • Use ClickApps for CRM

    ClickApps allow you to customize your team's experience within your Workspace. To maintain a successful CRM Workspace, we recommend us...

  • 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. You can use the CRM Folder tem...

  • Use Dashboards for CRM

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

  • Use Custom Fields for CRM

    Create Custom Fields to manage client and account information and identify deal progress. We recommend creating the following Custom Fi...