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. ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖ 🎯 Need help setting up your CRM? Let’s chat! Book a FREE 30-minute consultation call with our experts. 👉 https://leeman.io/CjAmkvH ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖ Found this helpful? 📮 Don’t forget to subscribe for more ClickUp insights and honest reviews: https://leeman.io/yt-subscribe Got questions or ideas for future videos? Drop a comment below—we’d love to hear from you! 🚩 Check out more tutorials here: https://www.youtube.com/watch?v=GZ8XBIegbI8&t=16s https://www.youtube.com/watch?v=0k9N4myrLpg&t=4s https://www.youtube.com/watch?v=ZOo20UqZxTw https://www.youtube.com/watch?v=-LvFJmRpF5Q&t=1s #clickup #clickupcrm #clickupsalespipeline #projectmanagement