ClickUp CRM: How to Use ClickUp as a CRM

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As an agency, keeping prospect and client data in one central location is extremely important. Without it, your team will be constantly flipping through documents and emails, asking account managers, and shuffling through paperwork to find needed client information.
Whether its client goals, health scores, notes, links to service agreements, closed-won or lost reasons, stages, billing information, contact records, or whatever you keep track of, you can do all of this in ClickUp.
Building CRM in ClickUp for your delivery and client services team is extremely important. Your client services team should live in ClickUp, and storing these records in the same spot where they manage their work makes everything that much easier.
This video walks you through what a fully built out CRM in ClickUp looks like and quick instructions on how to build it yourself:
0:00 - Introduction
1:29 - ClickUp CRM Structure
2:13 - The Deals List
2:45 - Custom Fields in the Deals List
7:35 - Views in the Deals List
13:06 - Intake: New Deal Form
15:20 - The Companies List
16:23 - The Contacts List
17:15 - How to Build a CRM in ClickUp
17:31 - Building the CRM Space
20:20 - Adding Custom Fields to Your CRM
25:35 - Adding Views to Your CRM
27:41 - Conclusion
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#clickup #clickuptutorial #agencylife #projectmanagement #CRM

[@ZenPilot]

🚀Let us build you a more productive, profitable, and healthy agency in ClickUp: www.zenpilot.com/clickup-for-agencies

[@datapadnl]

Very helpful. Was playing around with the templates in Clickup itself, but those weren't very clear for me. Your setup makes much more sense. Thanks.

[@willhelliwell]

I'm building this out in my 9-5 right now so this video has been super helpful. I've merged ours into a single client health list. The deals are then subtasks under each client. I'm trying to make it as simple as possible for non-techy users at the company to use. We've already got a meetings list so I'm linking out to those using a relationship custom field

[@ZenPilot]

Amazing, great work!

[@evanparcon]

I created something similar but yours makes a lot more sense.... Thank you!❤

[@7donlineuk]

Quick and straight to the point! 👍🏾👍🏾

[@ZenPilot]

Thank you!

[@julbuzzi]

hahaha... muito bom o easter egg do The Office!!!

[@rediscoveringiam]

Question... I know a lot of people still use Dubsado and ClickUp. Do you think this replaces Dubsado? Or is this more like a manual alternative?

[@emil5468]

this is what I was looking for.

[@FeliciaGomezBoothe]

Ok subscribed. 👍 Whomever created this template. Chef's kiss! A beautiful creation with a no nonsense video explaining it. Going to your website now as i see the other demos and im salivating.😂 Well done.

[@ZenPilot]

Thanks for the sub!

[@drew-money]

Great Info. Thanks so much!

[@ZenPilot]

Glad it was helpful!

[@aprilmucci2150]

Thanks! So very helpful to finally have the steps on how to create relationships. One other question: Once I sign on a new client, they get their own list with each deliverable as a task. Do you also link the company/contact to that list from the CRM tasks? Or do you recommend another way of tying client contact information to their task list?

[@ZenPilot]

If you want to link your CRM to your client folder you can just copy the task/record in your CRM and paste it in a "Client Overview" document that's located in your client folder.

[@abrilia1595]

Do you think this works for software development sales? Also, I was kinda lost when you made the calculation of date ranges, how did you do that?

[@ZenPilot]

It can work! It's not going to be as powerful as a system like HubSpot or Salesforce, but does offer decent CRM functionality. And that is just a formula custom field where you calculate the difference between your contract start date and end date.

[@allan-6604]

thank you man

[@renaurestauranttech]

When importing contacts, each contact needs to associate to a Task Name. What field would you suggest mapping to the Task Name field? Powerful video!

[@ZenPilot]

The task name should be the name of the contact

[@pascalkuratli84]

Very informative video, another time! Thanks. However, I still have a question/suggestion. Is it possible to take the whole thing further? What do I mean by reducing the CRM with the delivery space in order to link a customer's contact in parent tasks, for example? or also in support projects where customers can create tasks themselves that can be linked to the contact and company from the CRM Space? otherwise the customer would have to provide his name, email, etc. every time.

[@ZenPilot]

There are plenty of ways to take this further! This is just the basics to build a foundation. The CRM can be linked to the Delivery space, but I would recommend leaving it as a separate space. I'd leverage forms and guest users for your scenario.

[@user-od6qm4hv9n]

Super helpful video. Question - what is the difference between the dropdown "work category", the multi-tag "services" and the dropdown "service line" in some of your other videos? I'm trying to make sense of the hierarchy. I sell packages that contain different capabilities and have a set project plan tied to each package; OR I sell the specific capabilities outside of packages. Curious if the package would be the "service line", the "services" would be "web design" and "social media design" and this would make work category moot?

[@ZenPilot]

Great question! The "Services" custom field is built specifically for the CRM. It's just a way of labeling what services your clients are receiving. It's built for high-level visibility. Secondly, the "Work Category" and "Service Line" custom fields are used on your actual work. These two custom fields are the same. "Work Category" is just our new name for "Service Line". We use "Work category" on all tasks (besides the CRM or any other records) in our workspace. That advantage of it is that it'll help you sort, group, and filter by that work category AND it's huge for reporting. If you track time and use that field, you can determine which work categories are most profitable to your business.

[@user-od6qm4hv9n]

@@ZenPilot Thank you so much for this reply! Per your note, Work Category & Service Line are the same so I'll make that field consistent, and would you suggest having the "packages" as a line item under service line? For example, I offer a rebrand + website design scope called "Package Start". Under Service Line, I could have "Rebrand" and then "Web Design" but also have "Package Start" from a reporting perspective? Thanks so much!!!

[@bogdangryekhovodov4534]

Very informative !Are those CRM features supported in a mobile app? I need to be able to view and add info via mobile. That’s a must. Appreciate the response, thanks

[@ZenPilot]

Yes, you're able to add and view this info on the mobile app!

[@eyakhamassi5578]

can you please tell us what are the filters you used for inactive accounts view

[@ZenPilot]

To make the inactive accounts view you just need to filter where the "🤝 Deal Stage" is Closed Won, the "🤝 Status" is Inactive, and I'd recommend also showing closed tasks.

[@coffikape]

is this app is for free or thiers a monthly fee? thanks in advance

[@ZenPilot]

You can find the pricing for ClickUp here: clickup.com/pricing

[@RebelMindisPure]

Perhaps you answered this, but I'm very new to Clickup. Is it possible to create a form through clickup to be used for your clients to fill out and have that data sent into your Clickup CRM?

[@ZenPilot]

Yes it is! Just create a form on a list within your CRM. All form submissions become ClickUp tasks in the list where the form lives.

[@nufsed12]

What's the difference between Deals and Delivery?

[@ZenPilot]

Delivery is a ClickUp space where your active work is happening. Active work doesn't happen in the Deals list. The Deals list just shows you all of your current contracts/deals for the sake of record keeping and organization.

[@PM_FC]

I'm not seeing the opportunities tab on the template

[@ZenPilot]

The agency client health tracker isn't an exact replication of the CRM that I'm showing in this video. So yes, it may not be in the free template.