How to Use ClickUp as a CRM (Webinar)

Do you want to set up your own custom CRM in your Workspace? Organize your client contacts within the ClickUp Hierarchy, communicate with your contacts, create relational databases, and much more!
In this session, you will learn how to:
- Set up a small CRM using the "Simple CRM" List template
- Explore how to build out a more complex CRM and Sales Pipeline
- Create Relationships between tasks to enrich the CRM with context
- Leverage Forms and Automations to make managing the CRM and Sales Pipeline easier
Content of this video:
00:00 - Introduction
01:54 - Presentation on CRM
03:42 - ClickUp Features for CRM
06:05 - Jump into ClickUp
06:30 - Apply a CRM List Template
10:22 - Examples of How to Use ClickUp Features as a CRM
12:40 - Explore the Simple CRM List Template
20:37 - Explore a Custom CRM Example
23:45 - New Lead Capture Form
26:45 - Automations for CRM
28:22 - CRM Workflow Demonstration
32:19 - Benefits of a CRM in ClickUp
35:16 - FAQs and Resources
Want to create more, faster? Get started here: app.clickup.com/
Connect with our team!
Visit the Help Center: help.clickup.com/hc
Learn in ClickUp University: university.clickup.com
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Check out our Blog: blog.clickup.com/
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[@user-sg9md6ki2n]

Excellent Presentation! Well spoken, relaxed, easy to follow. Just wonderful. Thank you Jonathan.

[@ClickUpProductivity]

Thanks so much, friend! 💜

[@miriussher]

One of the best tutorials I listened to. Pacing, delivery, tone, all excellent. I got so much out of this - thank you :)

[@ClickUpProductivity]

Thank YOU for watching, Miri! So glad you enjoyed it. 💜

[@Reshmipurmar]

Great pace of explaining and balanced tone. Very helpful information. Thank you.

[@chakigun]

Wonderful, Jonathon! Love this. Thanks! ✨

[@ClickUpProductivity]

So glad you enjoyed it! 💜

[@swato59]

Excellent video presentation. Great work!

[@painchronicles]

Thanks so much. This answered my only real concerns with ClickUp. Just signed up for my business!

[@ClickUpProductivity]

Love that, Wes! 💜

[@tracyrgraham]

This was very helpful! Thank you!

[@thomashartmann5037]

Very well explained! Thanks! We are in the loop of deciding between sticking with Trello for our contact management, going with a basic but genuine CRM like HubSpot Starter or Zoho Bigin OR jumping on the ClickUp Train.

[@ClickUpProductivity]

We'd love to have you on the ClickUp train! 🚂 Don't hesitate to reach out to our Support team if you have any questions during the decision-making process. They can be reached through our Help Center: help.clickup.com 🤗

[@dsha2006]

I can't stand Trello.

[@thomashartmann5037]

@@dsha2006 A lot of people love Trello, because it is so easy to learn and because of this a quick way to set things up, but if your workflow needs anything more than a Kanban view, you need to look for alternatives. After further comparisons of different productivity softwares, we decided to go with SmartSuite which has many of the same capabilities as ClickUp, Asana and Monday but with in our opinion a more user friendly interface and excellent customer onboarding, support and community.

[@dsha2006]

@@thomashartmann5037 thanks for the message. I'll have to check out smarsuite. So many platforms! I can't handle Trello once multiple boards are introduced and especially when there's any complexity like assigning checklist items insides of a card. You can't see them unless you open up the card. I tried their list view but it was so basic. Does smartsuite have the email from task feature that CU added recently? I think that feature is a game changer! haven't seen the ability to send AND receive email right from the Task on any other platform...allowing you to document your work and communication all within context and witihout copy/pasting emails...or in the case of some CRMs that save emails with a gmail widget, it doesn't just make a sloppy storage of your emails that take forever to review.

[@thomashartmann5037]

@@dsha2006 As far as I’ve been able to find out, ClickUp is the most versatile player in the game of productivity apps, but the downside of the overwhelming number of ways to set up and tweak it- is complexity, which in our scenario means to much time in adaptation, before seeing boosted productivity by using CU. The same reasoning can be applied to Notion.

[@KamranZahidAwan]

Excellent Information

[@KelvinCastro-h7i]

Are there templates available for the more complex CRM systems or step-by-step guides on building a CRM from scratch, similar to the one you designed?

[@michaelschultze3595]

Thanks for the webinar. Everything explained great and relaxed:-) I have been using clickup for over a year, but only for a few minutes a day. it is exhausting because I often lose focus because of the fragmented display. For example, I added the field "email". But, I can't access my contacts app right away? That's crazy :-(

[@ClickUpProductivity]

So glad you enjoyed the webinar, Michael! 💜 We'd love to learn more about the contacts app that you're referring to. There may be a way to integrate this app with ClickUp!

[@renaurestauranttech]

I came across a related issue that has a solution for both.... I am trying to import a CSV contact list, and the fields at first gives you a text field with presets to map, then you can confirm this mapping. After importing I am presented and stuck at a second mapping field screen, but this one has a dropdown with very basic options, email , phone, and few other fields, also Custom field as a option to select, yet no ability to Customize the Custom field. It doesnt even have First Name Last name, and such. What happened to the mapping I did before this? It somehow ignored it. The import for Contacts can use some clarification. BTW, a very clear presentation video. I learned a chunk watching it, yet my anticipation to find a solution to my issue was not part of it (Importing contacts). One thing you mention has me thinking; "Contact = Task". So each contact is a Task. I will try and Import into a Task(?I guess). I also went to the help location...using search words "import contacts", it had 142 hits, yet NONE about importing contacts. Using a CRM, I would think importing and managing contacts would be top of the list on How-to videos. I look forward to one including this. Once I get over this hurdle, I will be able to do what you, the OP is asking. Maybe a template that has a import feature where it needs to be in order to map contacts correctly? Also, a tempalte for contact fields from other CRMs, or sites like Constant Contact, etc. (looks like you have it for Hubspot, which I dont use). ...That would be a big help.

[@r4racing426]

Nice webinar! Perhaps I missed something but how do I set-up ClickUp to run multiple opportunities or deals under the one account?

[@ClickUpProductivity]

Hey, friend! 👋 Our support experts would love to learn more about your unique use case so that they can provide you with the most helpful workflow recommendations. You can reach them through the Help Center: help.clickup.com 💜

[@renaurestauranttech]

Simple Q: When importing contacts and mapping fields....What is suggested to map the required field Task Name with? I was thinking email, as it would be unique, or last name, yet there will be multiple dupes of a last name. Thought I should ask, as I don't know the way it uses the Task Name field in the processes of managing a CRM. (Yes, rather new to Clickup, and its my first "task", to see if I can use it as a CRM.

[@eardopes]

You can also send e-mails in a task. The problem is: a respond to that email will occur in that same task, but it is not a trigger. So: you will never get a notification on that email respond from customer. And you will not be able to automate that if an email respond was send the task will move to another status (such as: OPEN). In other words: there is no convenient communication in tasks possible, as all responds to your email will be kept very hided in tasks. No notification possible.

[@renaurestauranttech]

Hmm, a very key point. Prompting and reminders to respond, and scheduling them.

[@mikeviljoen]

I dont have the "how to use this template tab"

[@somossupers]

Hello, I'm Brazilian, so I'm using google translator. How do I create a RECIPE form, and in this form add CLIENT related to that recipe, searching from the CRM (list of all customers) hug

[@amitamb]

Hi, what about data backups? I want to use clickup in our business but how my crm data will be saved in case of something really bad happens? Manual export is not an attractive solution.

[@ClickUpProductivity]

Great question! 🙌 At the moment, scheduling your own backups is not available in ClickUp, but it has been requested before. You can add yourself as a voter to this feature request if you'd like to see it implemented in the future! bit.ly/3MaByu4 We backup data constantly at controlled intervals to ensure there is never a loss of data even if a database was to become fully corrupt. ClickUp's data is stored and synced in real-time in eight AWS regions around the world. This ensures that if any catastrophe occurs, there is no risk of permanent data loss! You can read all about our security policy and how we keep your data safe here: clickup.com/security

[@igniteacademic]

If Clickup CRM (or anything else) really wants to be a "single source of truth" then it needs to upgrade the advanced formula functionality to be able to calculate things with your data. Otherwise you will always need spreadsheets or Airtable to keep track of critical things like LTV.

[@user-by5zt9wx2r]

Hi, is it possible to syncronise my Google Contacts to my ClickUp?

[@ClickUpProductivity]

Hey, friend! 👋 At this time, 100 random contacts will be pulled in when an email address is connected to ClickUp. We would love to see your vote for a full integration with Google Contacts here: bit.ly/3VG28Oj Thanks for helping us grow and improve! 🌻

[@studiomonty]

In this example, what would be the difference between a "Lead" and an "Opportunity"?

[@ClickUpProductivity]

Great question! 🤗 A "lead" is a prospect that has not yet been qualified, while an "opportunity" is a qualified lead that is a likely sale.

[@dsha2006]

29:56 stinks that you have to manually link the client to the opportunity. Isn't there any way to automate that? This is a typical CRM feature.

[@ClickUpProductivity]

Totally hear you, friend! 💜 Thanks for bringing this to our attention. We'll definitely chat with our team! In the meantime, we invite you to upvote/drop a comment here: bit.ly/3Dfq9Ez Thanks for helping us grow 1%! 💯

[@ETs-Everend]

Manually adding relationships is ridiculous, this is a deal breaker for using this tool as a CRM.

[@renaurestauranttech]

Has any of the CRM/contact import, or contact relationship processes that are lacking been addressed in the past year?

[@Marta-nl1xe]

Is it possible that you'd share your template with us?

[@ClickUpProductivity]

Hey, Marta! 👋 You can find our CRM Folder template here: bit.ly/3FCRH90

[@ShadowoftheRisingSun]

@@ClickUpProductivity Do you have a link to the template that is the more advanced one in this video?

[@marcopaladin580]

People can't use clickup as a CRM for now because the relationship feature is not properly supported in the API (no filters...)

[@ClickUpProductivity]

Hey, Marco! 👋 Thank you for this feedback. While many users use ClickUp as a CRM without this feature, we understand how important this could be for some teams! We see that you've already added your vote to this feature request: bit.ly/3TnNBFm As a voter, you will be notified if our Product team has any updates or questions for the community. Thanks for helping us grow and improve! 🪴

[@renaurestauranttech]

Your post was a year ago...Has this been resolved, or does the team have no, or low motivation for having Clickup as a CRM?

[@lukascolab]

I cant find total time in the status

[@ClickUpProductivity]

Hey, Lukas! 👋 Here's how to add a 'Total time in Status' column to your List view: 1. Click the '+' to the right of your existing columns to open the 'Add a Column' menu 2. Click 'Show/Hide' in the upper-left corner of the menu 3. Scroll through the available task fields and select 'Total time in Status' Let us know if you are still unable to find it or have any questions! We're here to help. 💕

[@aleashajohnson8463]

@@ClickUpProductivity was searching to see if this question had been asked

[@haroonbinimran]

@@ClickUpProductivity Hey I can't find total time in status field in the available task fields

[@dianafdez1181]

Could you enable subtitles in Spanish in your channel?

[@ClickUpProductivity]

Hey, Diana! 👋 We will definitely discuss this with our team. Thank you for taking the time to provide this feedback! 💛

[@ClickUpProductivity]

Hey again, Diana! We confirmed with our team that all of our videos should have Spanish subtitles available. To access them, click the settings (gear) icon in the lower-right corner of the video, then choose "Subtitles/CC." Next, select "Auto-translate" and choose Spanish from the list of languages. If you do not see "Auto-translate" available as an option, first choose whichever option ends with "(auto-generated)" and then the "Auto-translate" option should appear. 🤗

[@TheBenJacoby]

Dude... add chapters :)

[@ClickUpProductivity]

Thanks for bringing this to our attention, Ben! We'll definitely discuss this with our team. 🤗

[@gdmead]

Chapters added!

[@DrJohnPollard]

You have no idea what a CRM is do you?

[@renaurestauranttech]

What ever happened to Goldmine?...That was a good CRM, and there were developers to customize it for your needs.