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ClickUp CRM: How to Use ClickUp as a CRM

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About ClickUp CRM: How to Use ClickUp as a CRM

Explore ClickUp CRM: How to Use ClickUp as a CRM with 38,929 views, 0 likes, and 51 comments. Experience the impact of this video content that has captured audience attention.

🚀 Let Us Streamline Your Operations in ClickUp: https://www.zenpilot.com/working-with-zenpilot?utm_source=youtube.com&utm_medium=referral&utm_campaign=jeff-crm ------------------------- As an agency, keeping prospect and client data in one central location is extremely important. Without it, your team will be constantly flipping through documents and emails, asking account managers, and shuffling through paperwork to find needed client information. Whether its client goals, health scores, notes, links to service agreements, closed-won or lost reasons, stages, billing information, contact records, or whatever you keep track of, you can do all of this in ClickUp. Building CRM in ClickUp for your delivery and client services team is extremely important. Your client services team should live in ClickUp, and storing these records in the same spot where they manage their work makes everything that much easier. This video walks you through what a fully built out CRM in ClickUp looks like and quick instructions on how to build it yourself: 0:00 - Introduction 1:29 - ClickUp CRM Structure 2:13 - The Deals List 2:45 - Custom Fields in the Deals List 7:35 - Views in the Deals List 13:06 - Intake: New Deal Form 15:20 - The Companies List 16:23 - The Contacts List 17:15 - How to Build a CRM in ClickUp 17:31 - Building the CRM Space 20:20 - Adding Custom Fields to Your CRM 25:35 - Adding Views to Your CRM 27:41 - Conclusion 👉 Get the complete ClickUp CRM Template by ZenPilot here: https://www.zenpilot.com/clickup-crm-template?utm_source=youtube.com&utm_medium=referral&utm_campaign=jeff-crm 📖 Read the article: https://www.zenpilot.com/blog/clickup-crm?utm_source=youtube.com&utm_medium=referral&utm_campaign=jeff-crm -------------------------------- 📚FREE AGENCY RESOURCES 📚 👥 Join the FREE ClickUp for Agencies Community: https://www.linkedin.com/groups/12842198/ ⚡️ Want to see how your agency operations stack up against 2,000 other firms? take the 20-question benchmark: https://tools.zenpilot.com/pm-benchmark/?utm_source=youtube.com&utm_medium=referral&utm_campaign=jeff-crm 📕 Download the 47-page guide on how to implement ClickUp for agencies: https://www.zenpilot.com/how-to-implement-clickup-for-agencies?utm_source=youtube.com&utm_medium=referral&utm_campaign=jeff-crm 📨 Get biweekly agency ops insights from our newsletter: https://www.zenpilot.com/first-class-operations-newsletter?utm_source=youtube.com&utm_medium=referral&utm_campaign=jeff-crm 🎁 FREE client onboarding ClickUp template for agencies: https://www.zenpilot.com/client-onboarding-clickup-template?utm_source=youtube.com&utm_medium=referral&utm_campaign=jeff-crm -------------------------------- ⚠ Disclaimer: The videos on our YouTube channel are for informational purposes only and are not intended as an endorsement for any of the products or services that we feature. #clickup #clickuptutorial #agencylife #projectmanagement #CRM

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