ClickUp CRM 2024: How to use ClickUp as a CRM

Curious if ClickUp can work as a CRM or sales pipeline? In this video, we’ll explore ClickUp’s CRM templates and then dive in to build a custom CRM from scratch. Together, we’ll look at what ClickUp does well, and where it might feel a bit limited for complex CRM needs.

We'll start by testing out some ready-made templates, so you can see if they’re enough for your needs—or if building from scratch might be a better fit. By the end, you’ll have a clear sense of how ClickUp can manage leads, track sales progress, and help keep customer relationships strong, all while being honest about its strengths and weaknesses as a CRM.

Let’s see what ClickUp can really do as a CRM platform.

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[Brucetrades]

Your voice is so smooth, perfect for presentations

[BatmanthePoet]

Very thorough video! My takeaway is that just because a platform COULD be used as a CRM doesn't mean it SHOULD be used as a CRM.

[LaLaaNicole]

This is great! I do want to point out @ the 12:20 mark you said you are unable to create a contact under an organization without manually entering into the contact list. If you begin typing a name that is not in the contact list a popup will appear asking if you want to add a new contact! Hope I explained that correctly.

[herbst]

You really helped me out dude 😎 thanks for sharing from Germany 👍👍

[DaveLopezHB]

This is a great video, Alex. It showed me that I have yet to use Notion AI to its full potential. Thanks for the info!

[matthewgaffney]

Hey boss great video. Just wanted some clarification on what you meant when you mentioned that Clickup might not be able to handle CRM Tracking, you had mentioned using the lists, then maybe folders but to be warry. You mention this at the 24:10 minute mark.
Thabks in advanced.
I'm looking for a new system, to handle our current and hopefully new customers, just scared of bottlenecks and applications that die out.

[MarKus-sqwy]

Hmm, the best advice starts after 80% of the video. Start from scratch and add functions as you go. Thank you for your video. At first I was looking for a tool handling my projects. But as it seems I can track customers journey, too. Would be great if this can save me extra costs for Pipedrive for example.

[davique]

Hi Dan, great video. just wanted to clarify if the template you are using here, "Simple CRM" is part of the paid tier. I tried to follow along, but as soon as I click on use this template, it asks me to upgrade to the paid tier because I have exceeded the limit of custom tasks, which I don't have any because it is a brand new account. I really appreciate any help you can provide.

[samganguly]

how do you record your videos? as in what application do you use for recording and editing?

[MoiDesignD]

Good video but I couldn't follow it because your voice and sound are not synched and that distracts me a lot! Could you please fix it and reupload the video?