In this video tutorial, you'll learn how to set up and customize a CRM system in ClickUp, perfect for small to mid-sized companies or agencies. Discover how to manage and track your sales deals efficiently, from initial contact to closing, without relying on pre-made templates that may clutter your workspace.
The video explains the main CRM components-deals, accounts, and contacts-and demonstrates how to use ClickUp's powerful features like custom fields, relationships, and automations. You'll also learn how to create an effective sales dashboard within ClickUp to monitor key performance indicators.
You might also like this video: https://www.youtube.com/watch?v=ZYuQ2YO8lAM
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BOOK a Discovery Call: https://go.upsys-consulting.com/discovery-call
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? FREE CRM Template: https://heyramzi.gumroad.com/l/sales
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?? ABOUT ME
Hey, I'm Ramzi
I help B2B digital agencies streamline their operations.
If you want to learn more about ClickUp, make sure you check out my services:
https://www.upsys-consulting.com/
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? LET'S CONNECT
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⏱️ HIGHLIGHTS
00:00 Introduction to Using ClickUp as a CRM
00:36 The CRM Structure
01:58 Setting up your ClickUp CRM Space
15:11 Automation 1: Deal Template
19:37 Automation 2: Sales Proposal Email
22:48 Automation 3: Onboarding
24:34 Creating Subtasks for Onboarding
28:07 Sales Dashboard
37:06 Final Thoughts and Next Steps
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Don't forget to leave a comment below with your biggest ClickUp challenges and questions. I'm here to help! ?