How to Build a CRM in ClickUp

Feeling overwhelmed with client management tasks? In today’s video, I’ll show you how to transform ClickUp into a powerful CRM (Client Retention Management System) and client happiness machine. Discover the benefits of using ClickUp CRM for streamlined client management, and learn who can benefit from this setup. I’ll guide you through ClickUp’s structured hierarchy to effectively manage leads, active clients, and past clients, while exploring calendar and communication tool integrations for seamless interactions. Plus, dive into automation possibilities to boost CRM functionality and efficiency. Ready to optimize client management? Watch now and take control! Grab Your CRM Template here: https://askyvi.tips/CUCRM ________________________________________________ 📺NEXT VIDEOS TO WATCH:📺 https://youtu.be/iNXguKBc1iE https://youtu.be/pXHCHbVR_Fk https://youtu.be/AMKRv_ct8Xo ________________________________________________ 📚MY WEBSITE📚 👉🏻 https://askyvi.com/ *DISCLAIMER: This video and description contain affiliate links, if you click on one of the product links, I'll receive a small commission. ________________________________________________ ⏰ TIMESTAMPS ⏰ 00:00 | Why You Need a CRM in ClickUp 00:55 | What is a CRM? (Client Retention Management System) 02:29 | ClickUp Structure & Hierarchy 03:21 | Organizing Leads, Clients, and Companies in ClickUp CRM 04:40 | How to Link Contacts & Companies 05:29 | Tracking Lead Stages & Automating Sales Pipelines 08:52 | ClickUp Calendar for CRM: Scheduling & Managing Client Calls 09:42 | Connecting Google Calendar & Zoom for CRM Efficiency 10:19 | AI-Powered Call Notes & Automation in ClickUp CRM ________________________________________________ #askyvi #clickup #clickupcommunity #productivity #business #entrepreneurs