With ClickUp's client-friendly features, you'll be one step closer to managing your entire business in one project management platform. Check out the tips below to start setting up a CRM directly in your Team!

Setting up the Hierarchy

Option 1

Create a separate Space called "CRM" to hold all of your client-related tasks. You can make this Space private if needed, and create another Space for your other project management action items.

Use Projects and Lists to organize your clients. This could be as simple as creating a Project called "Client Information", with Lists for each month of the year. You can add to these Lists as you on-board new clients each month.

Add tasks titled with your clients' names, and place relevant details in the tasks' descriptions.

Option 2

If you don't want to create a whole new Space to manage your CRM, you can just create one CRM Project within your regular project management Space!

Use your Lists as "mini projects" entitled "Leads", "Clients", etc. 

Title your tasks with the names of clients and prospective leads, particularly if you intend to use Custom Fields.

Keep in mind that you can make this Project (or its Lists) private if you only want to share it with select members of your Team.

Using Custom Fields for CRM

With this feature, you can create unique task fields to manage client phone numbers, emails, notes, prospect items, or really anything else you can imagine. 

Popular fields for CRM include:

  1. Dropdown for Leads (hot, warm, cold) use Dropdown field
  2. Size of company use Number field
  3. Phone number use Phone field
  4. Email use Email field
  5. Name use Text field
  6. Budget use Currency field
  7. LTV (Lifetime value) use Number field

Other CRM Features and Integrations

  • Tags: Categorize your clients by tagging them as "paid", "hot", "reach out", etc. You can also filter your tasks by tags to visualize these indicators.
  • Custom Statuses: Create a tailored status workflow to manage your CRM. Here's an example of the statuses many of our users work with:
  • Zapier Integration with Google Forms: Attach forms submitted by clients directly to your tasks and Lists!
  • Templates: Save the structures of your favorite action items, such as tasks and checklists, and reuse them in a couple of clicks. This is the perfect way to quickly on-board new clients.
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