ClickUp makes it easy to communicate, set deadlines, share expectations, and notify your clients as progress is made.

Use Folders, Lists and Tasks for Client Organization

Since Folders, Lists and tasks can be made private, it's easy to share information with your clients at these levels while still ensuring they only see what they should.

Try creating a private Folder for each client and adding Lists for each service you'll offer. You can also invite clients as guests to read, comment on, or edit specific items.

Here's an example of how you could set this up:

Screenshot showing the difference in a Folder, List and task

Save Process for new Client as a Template

When you're starting with a new client, you'll typically require a similar set of action items. Rather than recreating those Folders, Lists, and tasks, simply save them as templates! You can save templates on the Space, Folder, List, task, and checklist levels.

Need help getting started? We have tons of public templates that you can add directly to your Workspace.

Utilize Statuses to reduce emails between clients

ClickUp's statuses will allow you to keep your client updated on the progress of your work. They'll know what's going on because they can simply view the status at any time!

Screenshot showing custom statuses modal

Assign Comments to get approval from your client.

Assigned Comments allow you to make comments actionable. However, when working with clients, they're even better for approval! 

Assign a comment to your client to make sure they approve of what you're about to do with the task at hand. He or she can either resolve the comment to let you know to proceed, or reply with an update!

Screenshot showing an assigned comment

Create tasks and add attachments via email

If you communicate with your clients via email, you'll love what you can do in ClickUp:

  1. Create new tasks by sending or forwarding emails to ClickUp

  2. Add comments by sending email to ClickUp tasks

  3. Reply to notification emails (adding comments)

This is all done through our email task creation feature, but we also have a great extension!

With our Chrome Extension, you can create tasks via email directly from a Gmail or Outlook account. You can also attach emails to pre-existing tasks in ClickUp!

Screenshot showing the ClickUp Google Chrome Extension

This is the perfect way to improve your communication with clients and adjust your workflows based on their feedback.

ClickUp as a CRM

With our Custom Fields feature, you can create unique task IDs to track a budget, organize client contact information, or pretty much anything else you can imagine.

Screenshot highlighting the custom fields in a List view of tasks

For tips on getting started with ClickUp as a CRM, check out this doc!

Did this answer your question?