How to use ClickUp as a CRM (ClickUp CRM Tutorial)

In this ClickUp CRM tutorial, I share how to use ClickUp as a CRM to manage customers, contacts, leads, sales process and other customer-facing activities.

ClickUp has become the ‘Everything’ app offering teams and individuals an all-in-one centralized platform.

Managing anything that you can think of, including your Sales CRM, client projects, HR activities, onboarding, and more!

👉 Get started with ClickUp for free here ➜
https://clickup.pxf.io/stewartgauld

IMPORTANT: This ClickUp link is an affiliate link, which means we will get a commission if you upgrade to a paid plan (with no extra cost to you) through this link, and this helps support our channel so we thank you in advance!

✅ See my top 5 CRMs for small business here ➜
https://youtu.be/GCMdLB82FXg

ClickUp’s free project management plan offers an overly generous and feature-packed solution for small businesses and individuals.

Here are my favorite features that ClickUp offers:

- Collaborate with unlimited users.
- Leverage ClickUp AI to help you manage your business.
- Keep communication inside ClickUp with emails and real-time chat.
- Impressive collaboration tools including documents and whiteboards which include AI features.
- Enable project or task time tracking.
- Access dozens of project views.
- Easily set up time-saving automation.

► Here are my other popular work and project management tutorials:

- Learn how to use ClickUp for work and project management ➜
https://youtu.be/4-FG_OQ6T-0

- Learn how to use Monday.com for work management:
https://youtu.be/7i-PSMUCoPI

- Learn how to use Jira for agile project management:
https://youtu.be/8jWKwiIcWPI

- Learn how to use Trello:
https://youtu.be/1LyY9HKzCTE

- Learn how to use Asana:
https://youtu.be/iKsO9zx9n2Q

► Today, we navigate through the following chapters for this ClickUp CRM tutorial:

0:00 Intro
00:34 Getting started
00:58 ClickUp as a CRM
01:46 ClickUp Workspace
03:16 ClickUp Spaces
04:28 ClickUp Lists
05:47 Manage contacts
10:18 Manage accounts
10:58 Manage leads
12:51 Manage Deals
16:48 Create new lists (tickets example)
17:58 Outro

► Are you interested in joining our small business community?
Join us to receive actionable tips, tutorials and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: https://mailchi.mp/71ac3fcdbfdf/stewart-gauld

Let me know if you found this ClickUp CRM tutorial helpful. Also, if you require any help or support, make sure to get in touch with us today.

Thanks for watching and enjoy!

#clickup #crm

Видео How to use ClickUp as a CRM (ClickUp CRM Tutorial) канала Stewart Gauld