How To Set Up A Simple CRM In ClickUp (Full Guide 2026)
In this video, we discuss how to build a ClickUp CRM to manage your sales pipeline effectively. We walk through creating a sales workflow that helps you manage leads and streamline contact management without expensive software.
#ClickUpCRM #SalesPipeline #SmallBusinessTools
00:00 Intro
00:11 Find the ClickUp Website
00:23 Choose a Space for Your CRM
00:38 Browse ClickUp Templates
01:01 Search for CRM Templates
01:13 Preview and Select a Template
01:37 Name the CRM Folder
01:53 Install the CRM Template
02:19 Customize and Start Using Your CRM