How to Use ClickUp as a CRM (Step-by-Step Tutorial for Beginners)
Learn how to leverage ClickUp for customer relationship management (CRM)! This tutorial shows you how to utilize ClickUp as a CRM system, optimizing your sales pipeline and improving contact management.
You’ll learn how to:
Build a CRM inside ClickUp with lists, statuses, and custom fields
Track leads and client information
Automate follow-ups and reminders
Use ClickUp views for sales pipelines & reporting
Chapters:
0:00 – How to Use ClickUp as a CRM (Intro)
0:30 – Create a CRM Space in ClickUp
1:20 – Build CRM Statuses (Leads → Contacted → Negotiated → Closed)
2:40 – Organize and Rearrange CRM Pipelines
3:30 – Add Custom Fields (Phone, Address, Notes)
4:50 – Duplicate Lead Templates & Track Client Info
5:40 – Using ClickUp CRM Templates (Free vs Paid Plan)
6:30 – Final CRM Setup Tips & Wrap Up
By the end, you’ll have a fully working CRM system in ClickUp
👉 Perfect for freelancers, startups, and teams who want an all-in-one project + CRM system.