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How To Use Clickup As a CRM
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May 20, 2024
**Description:** Unlock the full potential of ClickUp by transforming it into a powerful CRM tool! This video provides a step-by-step guide on how to set up and use ClickUp as your Customer Relationship Management system. Learn how to organize your contacts, manage sales pipelines, track customer interactions, and automate tasks to streamline your workflow. Whether you're a small business owner or part of a large sales team, this tutorial will show you how to customize ClickUp to meet your CRM needs and boost your business efficiency. Start optimizing your customer management process with ClickUp today!
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How to use ClickUp as a CRM
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Hey guys, welcome back. In this video, I'm giving you a tutorial, how we can use ClickUp.com, which is a project management software as a CRM
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So let's get into it. First of all, what you guys need to do is you're going to go to ClickUp.com and you will land right here on this platform
0:19
ClickUp is a very famous project management software that allows you to create your own projects
0:26
collaborate with your team and much more. With ClickUp, we get a lot of different options for the workspaces, for the dashboards, and when it comes to CRM, we can use ClickUp as a CRM. A lot of people don't know that, but today I'll show you everything you need to know
0:42
So first of all, in order to get started, you will have to sign up for ClickUp, so you will get the option right here. You can see the button
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So signing a process is really easy and it's completely free. All you have to do is just enter your email address
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Once you enter your email address right here, click on Get ClickUp and you will be able to sign up
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After the initial sign up or sign into your ClickUp.com, this is where you will get
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You can see this is our home on click up the first thing that you will see
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At this side of the screen, you'll find home. Then we have notifications, pulse, goals, and then we have showless
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Here we have favorites, spaces. Now this is where you will get all of your different projects and all of the workspaces that you have created
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Then we have dashboards. This is where we see the dashboards and then we have documents
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Here we have our default workspace and even if you want to switch between the workspaces
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you will be able to do so from here. We have some of the other options here such as integrations
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template center, apps. Then we have again the import and export here, invite and more
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If you want to invite someone to your click up, then you will click on this invite user
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enter their email address and they will be invited right here. We can also invite a certain person to a certain project
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and I'll show you how to do that. So in order to use ClickUp as a CRM we gonna go to the spaces and I will actually create a new workspace which is going to be the CRM one So we go to the templates And within our templates we can find different categories to go for
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Here, we're going to search for a CRM. This is the template right here
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Manage your leads, customer relations and sales pipeline, all in one place with ClickUp
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So this is the CRM pretty good, you know, template that we can go for
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So we'll just click on use template. Now we will give it a name and then we have please select a space
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So for this space, I'm going to go with the space here and I will import everything and customize as well and click on use template
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So this is our template right here. You can see with our CRM template, I got the accountant and opportunities and then we have a list
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So within our accounts and opportunities, we have our different deals and we will be able to add different statuses to our deals
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the leads that we're getting, you can create different sections such as a closed and lost deal
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Then we have a lead, a new lead. Then we have a proposal, a demo
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So you can see different sections have been created right here, different sections that we need for a CRM, you know, project
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So what happens here is it's very simple. Just like we use ClickUp for project management, we will be able to create different task here
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The task and the lists are going to be, of course, the leads and different statuses
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are going to be the status-worthy pipeline or the lead that we have. So you can see here in Account and Opportunities, we have closed lost dates
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So I can just click on the new task here and it will allow me to add another one
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And here I can now add assignees. We can add different team members to our CRM board here
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To add a team member, you can just click on the invite option at the top, which is the share right here
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Once you click on share, you will enter the email address. and then click on invite
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It will also show you the different team members that you have here. So invite team members here and then you can assign
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For instance I can assign this task to a team member here Then I can assign maybe this one We have like a demo so I can assign it to two of my team members for instance this and then I can add another one
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So you can see we have two people for this task. We can set priorities. We can add due dates and more
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So if I open up any of the tasks right here within our CRM or if I want to create a new one
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so you just click right here, let's call it test and you click on enter and a new task is created
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So I have created one in the demo section here. Now I will open it up and we can do a lot with a task in ClickUp
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So you can see we have assignies again. We have priorities. So in priorities, what I can do is I can add it to high urgent or normal
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And here you can see we have different sections. So these sections we're getting is the closed, you know, one
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Then we have intracole, qualified prospect, unqualified prospect. So we can use ClickUp as a help tool for our
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our CRM business that we're running. And here we can add different tasks
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We can add different kind of proposal here is the cause that need to be done and everything
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So after that, we have these three dots here, which is the task settings
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Then we have dependencies and tags too. You can scroll down and you will be able to add these subtask and attachments to
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We have at the top time tracking. So time tracking is also important
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If you deal with customer support as well, so you can actually attract time for each of
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different tasks. Then we have our due dates here. So this is how we create different tasks right here
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within our ClickUp to help us with our CRM. There are different views available on ClickUp. We have
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the list view. Then we have the board view. So at the top you can see we have board. Then we have a
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calendar. Then we have canned timeline activity and then we have more views. Click on more views and you can
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add a mind map as well, workload and others too. Then we have automate. So automation is also an
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important part of a CRM business. So you can click on the automation and here you will be able
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to add different automations. Within our, you know, CRM folder here, we have account and opportunity
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we have list and I can add more spaces into this folder as my CRM If I want to create another separate board for my sales I can do that and I can keep track of everything
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We can even upload documents here. We can upload our smart sheets and we can upload our CSV files very easily with any of
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the different tasks that we're creating. You can move a task from one section to the other
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For instance, there was a lead. Let me create a new one. For instance, we have a test
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So this test was actually an unqualified proposal, but then it got qualified
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So what we can do is we can move it to the next list here. Once it's here, let's say that we did the intro call
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So I will move the test to the intro call here. Then we got the demo
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So what I will do is I will move it to the demo here and also assign it to the other person now
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Then we have a proposal. And after that, the proposal was accepted and it was actually a closed
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one. So what happens is I will move it to my last section here. So this is how we can actually
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create a task from a simple lead and we can take it up to the sale. You will be able to track
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everything. We can change assignies within our way here. We can also add more sections. And if you
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want to, you know, change something about a section. For instance, the names here, you can rename a status
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You can edit the status. You have collapse, create new tasks and more. So we can also add
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subtask to a to a test. So if you do a lot of subtasking, then you will be able to do so
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At the bottom here, we have task option, which allows us to add a task, you know, quickly
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And then we have these four dots here that give us more options such as record clip
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a reminder, notepad. So reminder and notepard are something that we use a lot within our
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clickup. Then we have a calendar and task tray. So these are the different kinds of options
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and tools that we can use click up with and we can actually use click up
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for our CRM business. It gives you a lot of different options and the opportunity to manage your CRM
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business better. I hope that I was a big help. Don't forget to give this video a big thumbs up
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