ClickUp CRM: How to Use ClickUp as a CRM

Рет қаралды 16,630

Күн бұрын

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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
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#clickup #clickuptutorial #agencylife #projectmanagement #CRM

Пікірлер: 35

@datapadnl 2 ай бұрын

Very helpful. Was playing around with the templates in Clickup itself, but those weren't very clear for me. Your setup makes much more sense. Thanks.

@emil5468 9 ай бұрын

this is what I was looking for.

@willhelliwell 8 ай бұрын

I'm building this out in my 9-5 right now so this video has been super helpful. I've merged ours into a single client health list. The deals are then subtasks under each client. I'm trying to make it as simple as possible for non-techy users at the company to use. We've already got a meetings list so I'm linking out to those using a relationship custom field

@ZenPilot 8 ай бұрын

Amazing, great work!

@evanparcon 2 ай бұрын

I created something similar but yours makes a lot more sense.... Thank you!❤

@drew-money 5 ай бұрын

Great Info. Thanks so much!

@ZenPilot 5 ай бұрын

Glad it was helpful!

@julbuzzi 10 ай бұрын

hahaha... muito bom o easter egg do The Office!!!

@7donlineuk 13 күн бұрын

Quick and straight to the point! 👍🏾👍🏾

@ZenPilot 7 сағат бұрын

Thank you!

@FeliciaGomezBoothe 4 ай бұрын

Ok subscribed. 👍 Whomever created this template. Chef's kiss! A beautiful creation with a no nonsense video explaining it. Going to your website now as i see the other demos and im salivating.😂 Well done.

@ZenPilot 4 ай бұрын

Thanks for the sub!

@aprilmucci2150 6 ай бұрын

Thanks! So very helpful to finally have the steps on how to create relationships. One other question: Once I sign on a new client, they get their own list with each deliverable as a task. Do you also link the company/contact to that list from the CRM tasks? Or do you recommend another way of tying client contact information to their task list?

@ZenPilot 6 ай бұрын

If you want to link your CRM to your client folder you can just copy the task/record in your CRM and paste it in a "Client Overview" document that's located in your client folder.

@pascalkuratli84 10 ай бұрын

Very informative video, another time! Thanks. However, I still have a question/suggestion. Is it possible to take the whole thing further? What do I mean by reducing the CRM with the delivery space in order to link a customer's contact in parent tasks, for example? or also in support projects where customers can create tasks themselves that can be linked to the contact and company from the CRM Space? otherwise the customer would have to provide his name, email, etc. every time.

@ZenPilot 10 ай бұрын

There are plenty of ways to take this further! This is just the basics to build a foundation. The CRM can be linked to the Delivery space, but I would recommend leaving it as a separate space. I'd leverage forms and guest users for your scenario.

@allan-6604 6 ай бұрын

thank you man

@bogdangryekhovodov4534 8 ай бұрын

Very informative !Are those CRM features supported in a mobile app? I need to be able to view and add info via mobile. That’s a must. Appreciate the response, thanks

@ZenPilot 8 ай бұрын

Yes, you're able to add and view this info on the mobile app!

@renaurestauranttech Ай бұрын

When importing contacts, each contact needs to associate to a Task Name. What field would you suggest mapping to the Task Name field? Powerful video!

@ZenPilot Ай бұрын

The task name should be the name of the contact

@user-od6qm4hv9n 5 ай бұрын

Super helpful video. Question - what is the difference between the dropdown "work category", the multi-tag "services" and the dropdown "service line" in some of your other videos? I'm trying to make sense of the hierarchy. I sell packages that contain different capabilities and have a set project plan tied to each package; OR I sell the specific capabilities outside of packages. Curious if the package would be the "service line", the "services" would be "web design" and "social media design" and this would make work category moot?

@ZenPilot 5 ай бұрын

Great question! The "Services" custom field is built specifically for the CRM. It's just a way of labeling what services your clients are receiving. It's built for high-level visibility. Secondly, the "Work Category" and "Service Line" custom fields are used on your actual work. These two custom fields are the same. "Work Category" is just our new name for "Service Line". We use "Work category" on all tasks (besides the CRM or any other records) in our workspace. That advantage of it is that it'll help you sort, group, and filter by that work category AND it's huge for reporting. If you track time and use that field, you can determine which work categories are most profitable to your business.

@user-od6qm4hv9n 5 ай бұрын

@@ZenPilot Thank you so much for this reply! Per your note, Work Category & Service Line are the same so I'll make that field consistent, and would you suggest having the "packages" as a line item under service line? For example, I offer a rebrand + website design scope called "Package Start". Under Service Line, I could have "Rebrand" and then "Web Design" but also have "Package Start" from a reporting perspective? Thanks so much!!!

@RebelMindisPure 7 ай бұрын

Perhaps you answered this, but I'm very new to Clickup. Is it possible to create a form through clickup to be used for your clients to fill out and have that data sent into your Clickup CRM?

@ZenPilot 7 ай бұрын

Yes it is! Just create a form on a list within your CRM. All form submissions become ClickUp tasks in the list where the form lives.

@eyakhamassi5578 5 ай бұрын

can you please tell us what are the filters you used for inactive accounts view

@ZenPilot 5 ай бұрын

To make the inactive accounts view you just need to filter where the "🤝 Deal Stage" is Closed Won, the "🤝 Status" is Inactive, and I'd recommend also showing closed tasks.

@PM_FC 9 ай бұрын

I'm not seeing the opportunities tab on the template

@ZenPilot 9 ай бұрын

The agency client health tracker isn't an exact replication of the CRM that I'm showing in this video. So yes, it may not be in the free template.

@nufsed12 3 ай бұрын

What's the difference between Deals and Delivery?

@ZenPilot 3 ай бұрын

Delivery is a ClickUp space where your active work is happening. Active work doesn't happen in the Deals list. The Deals list just shows you all of your current contracts/deals for the sake of record keeping and organization.