{"id":7797,"date":"2022-05-20T14:53:00","date_gmt":"2022-05-20T21:53:00","guid":{"rendered":"https:\/\/clickup.com\/blog\/?p=7797"},"modified":"2025-06-29T06:42:49","modified_gmt":"2025-06-29T13:42:49","slug":"crm-in-clickup","status":"publish","type":"post","link":"https:\/\/clickup.com\/blog\/crm-in-clickup\/","title":{"rendered":"How to Create Your Own CRM in ClickUp"},"content":{"rendered":"\n<p>Out of curiosity, why are you creating your own <a href=\"https:\/\/clickup.com\/blog\/tag\/crm\/\">CRM<\/a>?&nbsp;<\/p>\n\n\n\n<p>Is it to replace the giant file at the corner of your desk? Or are you juggling too many pricey digital tools?&nbsp;<\/p>\n\n\n\n<p>It\u2019s a good thing we found each other because ClickUp has no tolerance for half-baked processes or money goblins. \ud83d\udc79 \ud83d\udcb0<\/p>\n\n\n\n<p>Imagine a platform that can work the way your brain does, no matter what department or zip code you\u2019re in. Everything you need to know about building your own CRM system for you is here in ClickUp, so you can start making moves in your business today.<\/p>\n\n\n\n<p>Simply <em>having<\/em> a CRM platform doesn\u2019t automatically equal success. So how do you know if a <a href=\"https:\/\/clickup.com\/blog\/crm-software-examples\/\">CRM in ClickUp<\/a> is right for you? It boils down to the flexibility of integrating people and software under one virtual roof. <em>You\u2019ll want that.&nbsp;<\/em><\/p>\n\n\n\n<div id=\"ub_table-of-contents-822a569b-b6e6-4289-8b94-c7c62998fad6\" class=\"ub_table-of-contents\" data-hidetext=\"hide\" data-initiallyhideonmobile=\"false\" data-initiallyshow=\"true\" data-scrolltype=\"auto\" data-showtext=\"show\">\n<div class=\"ub_table-of-contents-header-container\">\n<div class=\"ub_table-of-contents-header\">\n<div class=\"ub_table-of-contents-title\">This Article Contains:<\/div>\n<\/div>\n<\/div>\n<div class=\"ub_table-of-contents-extra-container\">\n<div class=\"ub_table-of-contents-container ub_table-of-contents-1-column\">\n<ul>\n<li><a href=\"https:\/\/clickup.com\/blog\/crm-in-clickup\/#0-what-is-a-crm\">What is a CRM?<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/crm-in-clickup\/#1-how-to-create-a-crm-in-clickup\">How to create a CRM in ClickUp<\/a>\n<ul>\n<li><a href=\"https:\/\/clickup.com\/blog\/crm-in-clickup\/#2-step-1-download-clickup%E2%80%99s-crm-template\">Step 1: Download ClickUp\u2019s CRM template<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/crm-in-clickup\/#3-step-2-add-views-to-manage-and-prioritize-contacts-\">Step 2: Add views to manage and prioritize contacts<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/crm-in-clickup\/#4-step-3-build-custom-statuses-to-tailor-every-workflow-\">Step 3: Build custom statuses to tailor every workflow<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/crm-in-clickup\/#6-step-4-pull-in-the-most-important-information-to-views-with-custom-fields-\">Step 4: Pull in the most important information to views with Custom Fields<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/crm-in-clickup\/#8-step-5-create-tasks-with-your-data-\">Step 5: Create tasks with your data<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/crm-in-clickup\/#9-step-6-connect-as-one-team-with-relational-databases-in-crm\">Step 6: Connect as one team with relational databases in CRM<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/crm-in-clickup\/#11-5-tips-to-get-the-most-out-of-your-crm-in-clickup-\">5 tips to get the most out of your CRM in ClickUp<\/a>\n<ul>\n<li><a href=\"https:\/\/clickup.com\/blog\/crm-in-clickup\/#12-tip-1-integrate-clickup-with-your-favorite-apps-to-do-more-in-less-time\">Tip 1: Integrate ClickUp with your favorite apps to do more in less time<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/crm-in-clickup\/#13-tip-2-access-your-work-from-everywhere-\">Tip 2: Access your work from everywhere<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/crm-in-clickup\/#14-tip-3-automate-administrative-work-to-free-time-for-customer-interactions\">Tip 3: Automate administrative work to free time for customer interactions<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/crm-in-clickup\/#15-tip-4-supply-an-internal-wiki-for-consistent-and-ongoing-employee-training-\">Tip 4: Supply an internal wiki for consistent and ongoing employee training<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/crm-in-clickup\/#16-tip-5-analyze-data-and-processes-with-intuitive-reporting-\">Tip 5: Analyze data and processes with intuitive reporting<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/crm-in-clickup\/#17-win-the-day-with-clickup-\">Win the day with ClickUp<\/a><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"0-what-is-a-crm\">What is a CRM?<\/h2>\n\n\n\n<p>CRM, or Customer Relationship Management, is a system to manage the day-to-day communications and <a href=\"https:\/\/clickup.com\/blog\/customer-database-software\/\">data from prospects, contacts, and existing customers<\/a>. A modern CRM is a living <a href=\"https:\/\/clickup.com\/blog\/customer-database-software\/\">customer database<\/a> of templates, auto-tracking, and reporting to replace dull spreadsheets and emails. At its core, <em>a CRM transforms businesses to become less transactional and more customer-focused.&nbsp;<\/em><\/p>\n\n\n\n<p>The thing is, contacts come from a myriad of sources like Linkedin and <a href=\"https:\/\/clickup.com\/blog\/call-log-templates\/\">impromptu phone calls<\/a>. Leaving a good lead or valuable customer unanswered in the inbox could lead to big problems. It\u2019s difficult for businesses to grow and scale if their energy wastes on administration, recollection, and guesswork.&nbsp;<\/p>\n\n\n\n<p>CRM can help generate more revenue, build supporting relationships, and increase the quality of leads and campaigns\u2014if you have the right processes and tools in place. This is where ClickUp comes in! \u26a1\ufe0f\ud83c\udf10<\/p>\n\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-c2cd4953-2665-4999-8960-7d72985db2a0\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udceeClickUp Insight: <\/strong><a href=\"https:\/\/clickup.com\/blog\/team-communication-survey\/\" target=\"_blank\" rel=\"noreferrer noopener\">Nearly 42% of knowledge workers <\/a>prefer email for team communication. But it comes at a cost. Since most emails only reach select teammates, knowledge stays fragmented, hampering collaboration and quick decisions. To improve visibility and accelerate collaboration, leverage an everything app for work like <a href=\"https:\/\/clickup.com\/signup\" target=\"_blank\" rel=\"noreferrer noopener\">ClickUp<\/a>, which turns your emails into actionable tasks within seconds!<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup\" class=\"cu-button cu-button--purple cu-button--improved\">Start Using ClickUp Today<\/a><\/div>\n\n\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"1-how-to-create-a-crm-in-clickup\">How to create a CRM in ClickUp<\/h2>\n\n\n\n<p>If you already have a <a href=\"http:\/\/clickup.com\">free ClickUp account<\/a>, join me in this step-by-step guide! You\u2019ll have a functioning CRM in no time. \u23f3<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"2-step-1-download-clickup%E2%80%99s-crm-template\">Step 1: Download ClickUp\u2019s CRM template<\/h3>\n\n\n\n<p>Let\u2019s begin by downloading the <a href=\"https:\/\/clickup.com\/templates\/crm-t-102457750\" target=\"_blank\" rel=\"noreferrer noopener\">CRM template by ClickUp<\/a>!<\/p>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image11-1.png\" alt=\"Save time building your custom CRM with a ClickUp template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-6331882&amp;_gl=1*aef54m*_gcl_au*NjY4OTQ0Njg5LjE3NDY1Mzk2ODg.\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Get Free Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Get Free Template&quot;}\">Get Free Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Save time building your custom CRM with a ClickUp template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>A window will appear to choose between creating a Space or using an existing Space in your account to store the CRM Folder. Player\u2019s choice! \u2660\ufe0f<\/p>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-36917\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image15-1-1400x1163.png\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image15-1-1400x1163.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image15-1-300x249.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image15-1-768x638.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image15-1-1536x1276.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image15-1-700x581.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image15-1.png 1830w\" alt=\"if you already have a space set up for your customer service or sales team, you can place your custom crm in the existing Space\" width=\"1400\" height=\"1163\">\n<figcaption class=\"wp-element-caption\">Collaborate with other teams from one Space in ClickUp&nbsp;<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"3-step-2-add-views-to-manage-and-prioritize-contacts-\">Step 2: Add views to manage and prioritize contacts&nbsp;<\/h3>\n\n\n\n<p>Do you see the preloaded client example tasks? Before you add in your real data, we\u2019ll use these tasks to test the different views you prefer to structure your CRM. This way we won\u2019t play with sensitive data and have the freedom to play around like kids in a sandbox building cool sh*t. \ud83c\udfd6<\/p>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-36918\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image7-5-1400x909.png\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image7-5-1400x909.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image7-5-300x195.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image7-5-768x499.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image7-5-1536x997.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image7-5-700x455.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image7-5.png 1999w\" alt=\"create your own crm system in ClickUp by adding accounts and leads to a list for better task management\" width=\"1400\" height=\"909\">\n<figcaption class=\"wp-element-caption\">View task information and activity on one screen<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>The view you\u2019re looking at is List view\u2014the default view of the CRM template. Suppose you prefer a visual approach to managing your tasks. In that case, you can easily switch between different views, including:&nbsp;<\/p>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/features\/kanban-board\"><strong>ClickUp Board view<\/strong><\/a>. Tasks are grouped in columns by status by default, showing early phase prospects on the left, and closed-won accounts on the right<\/p>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/features\/calendar-view\"><strong>ClickUp Calendar view<\/strong><\/a>. Your go-to spot for all things scheduling while tracking <a href=\"https:\/\/clickup.com\/blog\/client-meetings\/\">client meetings<\/a> to ensure you are always prepared to connect with your prospects<\/p>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/features\/table-view\"><strong>ClickUp Table view<\/strong><\/a>. All of the pertinent information about your accounts are in a clean, easy-to-navigate grid<\/p>\n\n\n\n<p>If you\u2019re just getting started with ClickUp, check out this quick introduction video about tasks and views in ClickUp! \u2b07\ufe0f&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\">\n<div class=\"wp-block-embed__wrapper\"><iframe loading=\"lazy\" title=\"ClickUp Onboarding Video 2 | Tasks and Views\" src=\"https:\/\/www.youtube.com\/embed\/ThdUapoLWwo?feature=oembed\" width=\"500\" height=\"281\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/div>\n<\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"4-step-3-build-custom-statuses-to-tailor-every-workflow-\">Step 3: Build custom statuses to tailor every workflow&nbsp;<\/h3>\n\n\n\n<p>We\u2019re halfway through our setup! Let\u2019s move into the area where the real customization takes full effect: <a href=\"https:\/\/clickup.com\/features\/custom-task-statuses\">custom statuses in ClickUp<\/a>!<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"The Step-By-Step Workflow Review in ClickUp\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/_CkG122bSOs?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>Use the template\u2019s pre-existing <a href=\"https:\/\/clickup.com\/blog\/crm-workflow\/\">CRM workflow<\/a> statuses, or edit\/create your own. <em>Don\u2019t hold back on this step.<\/em>&nbsp;<\/p>\n\n\n\n<p>It\u2019s important these statuses give quick and clear context to the stage a task is in. They also play a big part in reporting to give insight on process bottlenecks, <a data-wpil=\"url\" data-wpil-url-old=\"aHR0cHM6Ly9jbGlja3VwLmNvbS9ibG9nL3Jlc291cmNlLWFsbG9jYXRpb24v\" href=\"https:\/\/clickup.com\/content\/resource-allocation\">resource allocation<\/a>, and cycle length of each stage in the pipeline.\u00a0<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"5-how-to-add-and-edit-custom-statuses-\">How to add and edit custom statuses&nbsp;<\/h4>\n\n\n\n<p>1. Hover over a status name and click the ellipsis button &gt; <strong>Manage<\/strong> <strong>Statuses<\/strong><\/p>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-36919\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image5-9-1400x909.png\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image5-9-1400x909.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image5-9-300x195.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image5-9-768x499.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image5-9-1536x997.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image5-9-700x455.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image5-9.png 1999w\" alt=\"manage statuses in your custom crm to collect and track data on leads and accounts\" width=\"1400\" height=\"909\">\n<figcaption class=\"wp-element-caption\">Move deals through the pipeline with a tailored workflow<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>2. Type a name for your new status or edit a status (don\u2019t forget to add emojis because why not?) You can use the color picker to change the default color or click the dropper icon for more color options! Click <strong>Save<\/strong> when you\u2019re satisfied with your CRM\u2019s statuses<\/p>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-36920\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image4-5-1400x909.png\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image4-5-1400x909.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image4-5-300x195.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image4-5-768x499.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image4-5-1536x997.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image4-5-700x455.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image4-5.png 1999w\" alt=\"Create a business workflow for your sales pipeline to manage your custom crm in ClickUp\" width=\"1400\" height=\"909\">\n<figcaption class=\"wp-element-caption\">Add custom statuses for different stages to see the progress of everything<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>On to the next\u2014Custom Fields!<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"6-step-4-pull-in-the-most-important-information-to-views-with-custom-fields-\">Step 4: Pull in the most important information to views with Custom Fields&nbsp;<\/h3>\n\n\n\n<p>You can 10x your productivity with the <a href=\"https:\/\/clickup.com\/features\/custom-fields\">Custom Fields in ClickUp<\/a>. This feature enables the ability to add any task information to views! You won\u2019t have to open and close an individual task to find that <em>one piece <\/em>of information\u2014next step date, email, account size, etc.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-36921\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image6-4-1400x891.png\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image6-4-1400x891.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image6-4-300x191.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image6-4-768x489.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image6-4-1536x977.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image6-4-700x445.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image6-4.png 1999w\" alt=\"a custom crm system in clickup allows you to add, track, and view contact information\" width=\"1400\" height=\"891\">\n<figcaption class=\"wp-element-caption\">Place contact information and internal notes in a task so everyone has access<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>Aside from the preloaded Custom Fields in your <a href=\"https:\/\/clickup.com\/blog\/crm-templates\/\">CRM template<\/a>, try these other popular fields for CRM:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Dropdown for Leads (hot, warm, cold) use<strong> Dropdown<\/strong> <strong>field<\/strong><\/li>\n\n\n\n<li>Company\/Prospect Location use<strong> Location field<\/strong><\/li>\n\n\n\n<li>LTV (Lifetime value) use<strong> Number field<\/strong><\/li>\n\n\n\n<li>Size of company use <strong>Number field<\/strong><\/li>\n\n\n\n<li>Phone number use <strong>Phone field<\/strong><\/li>\n\n\n\n<li>Budget use <strong>Currency field<\/strong><\/li>\n\n\n\n<li>Email use<strong> Email field<\/strong><\/li>\n\n\n\n<li>Name use <strong>Text field<\/strong><\/li>\n<\/ul>\n\n\n\n<p>Since the CRM template already comes with essential CRM-related Custom Fields, let\u2019s show them in the List view!&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"7-how-to-showhide-custom-fields-in-list-view\">How to Show\/Hide Custom Fields in List view<\/h4>\n\n\n\n<p>1. Click the <strong>+<\/strong> icon<\/p>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-36922\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image2-8-1400x875.png\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image2-8-1400x875.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image2-8-300x188.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image2-8-768x480.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image2-8-1536x960.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image2-8-700x438.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image2-8.png 1999w\" alt=\"add custom fields to a clickup view so you can see basic information about a task\" width=\"1400\" height=\"875\">\n<figcaption class=\"wp-element-caption\">Get the important information you need upfront by adding Custom Fields to a view<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>2. Select <strong>Show\/Hide<\/strong><\/p>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-36923\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image10-4-1400x875.png\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image10-4-1400x875.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image10-4-300x188.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image10-4-768x480.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image10-4-1536x960.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image10-4-700x438.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image10-4.png 1999w\" alt=\"a custom crm in clickup allows you to choose what information you want to see about a lead, client, or account\" width=\"1400\" height=\"875\">\n<figcaption class=\"wp-element-caption\">View and explore the data available in Custom Fields from tasks and using views<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>3. Scroll down the menu and select any Custom Fields from the <strong>Fields in the Folder <\/strong>section. The Custom Fields you click will jump to the <strong>Show Fields <\/strong>category at the top! On the flip side, if you don\u2019t want to see a specific Custom Field, click on its name in the <strong>Show<\/strong> <strong>Fields<\/strong> category and it will be removed from the view<\/p>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-36924\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image13-2-1400x875.png\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image13-2-1400x875.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image13-2-300x188.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image13-2-768x480.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image13-2-1536x960.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image13-2-700x438.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image13-2.png 1999w\" alt=\"manage a custom crm in clickup by creating unique task fields to manage client phone numbers, emails, notes, and prospect items\" width=\"1400\" height=\"875\">\n<figcaption class=\"wp-element-caption\">Show or hide any records about a task for a clean interface<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>At this point, we have the CRM foundation set up: views and Custom Fields! \ud83d\ude4c<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"8-step-5-create-tasks-with-your-data-\">Step 5: Create tasks with your data&nbsp;<\/h3>\n\n\n\n<p>We\u2019re at the home stretch! Let\u2019s add your real data to the CRM by creating tasks. You can create a new task in three ways:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click <strong>+ New task<\/strong> underneath a status group<\/li>\n\n\n\n<li>Click <strong>+ Task<\/strong> at the bottom right-hand corner\u00a0<\/li>\n\n\n\n<li>Press the letter <code>t<\/code> on your keyboard\u00a0<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-36925\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image17-1-1400x824.png\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image17-1-1400x824.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image17-1-300x177.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image17-1-768x452.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image17-1-1536x904.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image17-1-700x412.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image17-1.png 1999w\" alt=\"create a task in clickup to capture new customer relationships and business relationships in your custom crm\" width=\"1400\" height=\"824\">\n<figcaption class=\"wp-element-caption\">Create a new task in seconds or save an incomplete task draft for later<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>If you want to import your data from a file or other project management apps, check out our <a href=\"https:\/\/docs.clickup.com\/en\/articles\/1712013-importing-into-clickup\">Importing Into ClickUp guide<\/a>!&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-36926\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image12-2-1400x936.png\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image12-2-1400x936.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image12-2-300x201.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image12-2-768x514.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image12-2-1536x1027.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image12-2-700x468.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image12-2.png 1794w\" alt=\"import bulk data to your custom crm in ClickUp \" width=\"1400\" height=\"936\">\n<figcaption class=\"wp-element-caption\">Prep and import your data file to bring your work into ClickUp<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>Give yourself ample time to go through your tasks. If you have a boatload of data to go through, make sure you step away from your desk and do a dance break for about 10 minutes. \ud83d\udd7a<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"9-step-6-connect-as-one-team-with-relational-databases-in-crm\">Step 6: Connect as one team with relational databases in CRM<\/h3>\n\n\n\n<p>You can absolutely stop here and run with your fresh-out-of-the-system CRM in ClickUp. Or you can take this a step further and tap into the <a href=\"https:\/\/clickup.com\/features\/dependencies\">ClickUp Relationships<\/a> feature.&nbsp;<\/p>\n\n\n\n<p>It\u2019s too good to miss. This is where you can build simple links between related tasks in your Workspace or create an advanced database using Relationships between different Lists (Accounts, Contacts, Opportunities, etc). <em>You\u2019ll want that.<\/em><\/p>\n\n\n\n<p>Here\u2019s the sitch about relational databases in ClickUp and why it beats a spreadsheet every single time: Relationships lets you easily jump between related tasks and Docs without opening an extra tab in your browser.<\/p>\n\n\n\n<p class=\"has-text-align-center\"><strong>Company (task) \u21d4 Contact A (task) \u21d4 Contact B (task) \u21d4 Quotes Documentation (Doc)<\/strong><\/p>\n\n\n\n<div class=\"wp-block-spacer\" style=\"height: 10px;\" aria-hidden=\"true\">&nbsp;<\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"10-how-to-add-a-relationship-from-a-task-view\">How to add a Relationship from a task view<\/h4>\n\n\n\n<p>1. Scroll down to the <strong>Relationship<\/strong> section<\/p>\n\n\n\n<p>2. Click the <strong>+Add Relationship<\/strong> button<\/p>\n\n\n\n<p>3. Select any task from the drop-down menu or use the search bar to find a task<\/p>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-36927\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image16-1-1400x844.png\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image16-1-1400x844.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image16-1-300x181.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image16-1-768x463.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image16-1-1536x926.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image16-1-700x422.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image16-1.png 1999w\" alt=\"the relationships feature in clickup allows you to relate tasks, docs, and tasks to each other \" width=\"1400\" height=\"844\">\n<figcaption class=\"wp-element-caption\">Add relationships between tasks, Docs, and more to interact with information faster<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p><strong><em>Check out these <a href=\"https:\/\/clickup.com\/blog\/crm-alternatives\/\">CRM alternatives<\/a>!<\/em><\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"11-5-tips-to-get-the-most-out-of-your-crm-in-clickup-\">5 tips to get the most out of your CRM in ClickUp&nbsp;<\/h2>\n\n\n\n<p>Everything you\u2019ve learned up to this point gives you the steps needed to create a CRM in ClickUp. But if I know you like I <em>think<\/em> I do, you are curious to learn more ways to use ClickUp\u2014and I respect that. These tips will take your CRM in ClickUp from <em>good<\/em> to <em>great<\/em>.&nbsp;&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"12-tip-1-integrate-clickup-with-your-favorite-apps-to-do-more-in-less-time\">Tip 1: Integrate ClickUp with your favorite apps to do more in less time<\/h3>\n\n\n\n<p>Right now, you\u2019re switching between multiple channels that clutter your desktop. It\u2019s not the most productive way to spend your prime hours or brainpower. ClickUp integrations add value to your personal and <a href=\"https:\/\/clickup.com\/blog\/how-to-improve-team-workflows\/\">team workflows<\/a> by doubling as a task manager and communication tool! Here are ClickUp integrations with some of your favorite apps:\u00a0<\/p>\n\n\n\n<p><strong>Loom<\/strong>: Paste the link to a Loom screen recording into a task description or a new comment to embed a video right into ClickUp<\/p>\n\n\n\n<p><strong>Google Calendar<\/strong>: <a href=\"https:\/\/clickup.com\/integrations\/google-calendar-task-sync\">Sync ClickUp with your Google Calendar<\/a> to automatically make changes to and from in real-time<\/p>\n\n\n\n<p><strong>Front<\/strong>: quickly link, create, and jump between tasks in ClickUp and tickets in Front for <a href=\"https:\/\/clickup.com\/integrations\/front\">easy inbox management<\/a><\/p>\n\n\n\n<p><strong>Slack<\/strong>: automatically <a href=\"https:\/\/clickup.com\/integrations\/slack\">unfurl every ClickUp link<\/a> you post with rich information and actions<\/p>\n\n\n\n<p><strong>Calendly<\/strong>: automatically create a task in ClickUp with all of the meeting\u2019s information<\/p>\n\n\n\n<p><strong>Zoom<\/strong>: <a href=\"https:\/\/clickup.com\/integrations\/zoom\">host meetings anywhere in the world<\/a> right from within a ClickUp task<\/p>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-36928\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image1-5.png\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image1-5.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image1-5-300x193.png 300w\" alt=\"clickup and front integration\" width=\"700\" height=\"450\">\n<figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/front.com\/integrations\/clickup\" target=\"_blank\" rel=\"noreferrer noopener\">Front<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<div id=\"ub-button-adfba88d-c59b-4fa6-8462-4a8909d88915\" class=\"ub-buttons align-button-center\">\n<div class=\"ub-button-container\">\n<div class=\"ub-button-content-holder\"><span class=\"ub-button-block-btn\">Learn About ClickUp Integrations<\/span><\/div>\n<p>&nbsp;<\/p>\n<\/div>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"13-tip-2-access-your-work-from-everywhere-\">Tip 2: Access your work from everywhere&nbsp;&nbsp;<\/h3>\n\n\n\n<p>Lugging around a five-pound laptop is somewhere in the top ten on my \u201cThings I Can Do Without\u201d list. Can anyone else relate?&nbsp;<\/p>\n\n\n\n<p>Mobile-first solutions in a remote world are more important\u2014and expected\u2014than ever to not only attract and retain talent but allow team members to get their work done and stay informed from anywhere. Through the ClickUp Mobile App, you can access your tasks, calendars, Docs, Dashboards (more about this in tip 5!), and a suite of other features, so you\u2019re always connected on the go. \ud83c\udf0e<\/p>\n\n\n\n<p>Set reminders, note <a href=\"https:\/\/clickup.com\/blog\/action-items\/\">action items<\/a> after a customer call, or move tasks through the pipeline from your fingertips. And with <a href=\"https:\/\/clickup.com\/security\">ClickUp\u2019s end-to-end security<\/a>, you\u2019ll have peace of mind knowing your data is protected!&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"746\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/01\/image2.gif\" alt=\"ClickUp views\" class=\"wp-image-31578\"\/><figcaption class=\"wp-element-caption\">See the 15+ views in ClickUp to customize your workflow to your needs<\/figcaption><\/figure>\n\n\n\n<div id=\"ub-button-18b05a4f-6d7c-4b07-83fd-151b86347b20\" class=\"ub-buttons align-button-center\">\n<div class=\"ub-button-container\">\n<div class=\"ub-button-content-holder\"><span class=\"ub-button-block-btn\">Download ClickUp<\/span><\/div>\n<p>&nbsp;<\/p>\n<\/div>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"14-tip-3-automate-administrative-work-to-free-time-for-customer-interactions\">Tip 3: Automate administrative work to free time for customer interactions<\/h3>\n\n\n\n<p>You didn\u2019t start or join an organization to be tied to your computer screen and enter data all day! CRM automation is a workflow necessity, and ClickUp has all the tools to help you focus on strategic tasks. Let\u2019s look at three <a href=\"https:\/\/clickup.com\/blog\/automate-workflows\/\">ClickUp automations<\/a> you can add to your newly built CRM to start saving time now:&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-create-block-cu-table\">\n<table class=\"cu-block-table cu-block-table_col-headings\"><caption class=\"visually-hidden\">Clickup auomations for CRM examples<\/caption><colgroup> <col style=\"width: 50%;\"> <col style=\"width: 50%;\"><\/colgroup>\n<thead class=\"cu-block-table__header\">\n<tr class=\"cu-block-table__row cu-block-table__row_header\">\n<th scope=\"col\" data-align=\"center\" data-valign=\"center\">Automation Trigger and Action script<\/th>\n<th scope=\"col\" data-align=\"center\" data-valign=\"center\">CRM use case example<\/th>\n<\/tr>\n<\/thead>\n<tbody class=\"cu-block-table__body\">\n<tr class=\"cu-block-table__row cu-block-table__row_body\">\n<td class=\"cu-table-block__cell\" scope=\"\" data-align=\"center\" data-id=\"j95DDasfzh\" data-row-header=\"Automation Trigger and Action script\" data-valign=\"center\">When <strong>Task<\/strong> <strong>created<\/strong> then <strong>Send<\/strong> <strong>email<\/strong><\/td>\n<td class=\"cu-table-block__cell\" scope=\"\" data-align=\"center\" data-id=\"Xkdn0HQPeu\" data-row-header=\"CRM use case example\" data-valign=\"center\">One of the biggest time-sucks in a work week is follow-up. On the other hand, following up is a vital responsibility, so your new leads keep you top of mind.\n<p>ClickUp does the follow-up for you and sends your personalized welcome email each time a contact form is submitted, or you\u2019ve added a task yourself!<\/p>\n<\/td>\n<\/tr>\n<tr class=\"cu-block-table__row cu-block-table__row_body\">\n<td class=\"cu-table-block__cell\" scope=\"\" data-align=\"center\" data-id=\"5bzSK626fq\" data-row-header=\"Automation Trigger and Action script\" data-valign=\"center\">When <strong>Status changes<\/strong> then <strong>Change assignees<\/strong><\/td>\n<td class=\"cu-table-block__cell\" scope=\"\" data-align=\"center\" data-id=\"oWV6ZHUFsO\" data-row-header=\"CRM use case example\" data-valign=\"center\">Other departments\u2014<a href=\"https:\/\/clickup.com\/blog\/crm-marketing-software\/\">Sales, Marketing, IT<\/a>\u2014might need to engage with a customer; they must have access to customer information, like who they\u2019ve already communicated with, so they can build on that experience.\n<p>When a task status changes to the next stage of a customer\u2019s journey, ClickUp will automatically assign new task ownership. It\u2019s a small step-and-repeat action that will accelerate the accountability transition!<\/p>\n<\/td>\n<\/tr>\n<tr class=\"cu-block-table__row cu-block-table__row_body\">\n<td class=\"cu-table-block__cell\" scope=\"\" data-align=\"center\" data-id=\"yC-X_iJa__\" data-row-header=\"Automation Trigger and Action script\" data-valign=\"center\">When <strong>Custom field<\/strong> <strong>changes<\/strong> then <strong>Add a comment<\/strong><\/td>\n<td class=\"cu-table-block__cell\" scope=\"\" data-align=\"center\" data-id=\"W-XjqBaL2r\" data-row-header=\"CRM use case example\" data-valign=\"center\">To anyone who deals with cluttered email threads daily, this automation is for you!\n<p>If it\u2019s in your S.O.P. to inform your Accounting partner a customer payment is received right away, ClickUp sends an @mention comment to notify them of the update. They can open the task and react with an emoji for acknowledgment or respond back. The best part? No more threaded emails!<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n\n\n\n<div id=\"ub-button-f5c5e8a3-2e11-4d24-926f-ae72aef80831\" class=\"ub-buttons align-button-center\">\n<div class=\"ub-button-container\">\n<div class=\"ub-button-content-holder\"><span class=\"ub-button-block-btn\">Learn About ClickUp Automations<\/span><\/div>\n<p>&nbsp;<\/p>\n<\/div>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"15-tip-4-supply-an-internal-wiki-for-consistent-and-ongoing-employee-training-\">Tip 4: Supply an <a href=\"https:\/\/clickup.com\/blog\/wiki-software\/\">internal wiki<\/a> for consistent and ongoing <a href=\"https:\/\/clickup.com\/blog\/training-plan-templates\/\">employee training<\/a><\/h3>\n\n\n\n<p>Is there a \u201cSales_Process_v28\u201d Word doc floating somewhere in your team\u2019s shared drive? As a standalone document, it\u2019s an extra step (and browser tab) for team members. This single source of truth should be a living document that\u2019s accessible within your CRM.&nbsp;<\/p>\n\n\n\n<p>Enter ClickUp Docs. Here\u2019s just a <em>peek<\/em> at what you can do with this native feature:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Set permissions and share your content with your organization (or the world!)<\/li>\n\n\n\n<li>Import content from apps like Loom, YouTube, Google Slides, and more<\/li>\n\n\n\n<li>Apply tags to filter and find the Docs you\u2019re looking for even faster<\/li>\n\n\n\n<li>Ask and answer questions, provide feedback and approval, or suggest content with rich text formatting, embeds, and attachments<\/li>\n<\/ul>\n\n\n\n<p>One more thing\u2026remember the Relationships feature we covered earlier in our guide? You can mention and link tasks and Docs to reference information and action items. <em>You\u2019ll want that.<\/em> \ud83d\udc9c<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"903\" height=\"600\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image3-8.png\" alt=\"\" class=\"wp-image-36931\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image3-8.png 903w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image3-8-300x199.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image3-8-768x510.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/05\/image3-8-700x465.png 700w\" sizes=\"auto, (max-width: 903px) 100vw, 903px\" \/><\/figure>\n\n\n\n<div id=\"ub-button-482e0ee6-21d4-4d62-9817-bf941d3694be\" class=\"ub-buttons align-button-center\">\n<div class=\"ub-button-container\">\n<div class=\"ub-button-content-holder\"><span class=\"ub-button-block-btn\">Try ClickUp Docs<\/span><\/div>\n<p>&nbsp;<\/p>\n<\/div>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"16-tip-5-analyze-data-and-processes-with-intuitive-reporting-\">Tip 5: Analyze data and processes with intuitive reporting&nbsp;<\/h3>\n\n\n\n<p>A <a href=\"https:\/\/clickup.com\/blog\/crm-dashboard\/\">CRM Dashboard<\/a> in ClickUp is the perfect snapshot of the most important metrics a team member or stakeholder needs at any given moment.\u00a0<\/p>\n\n\n\n<p>Do you need to check in on the progress of individual team members toward sales goals? Does the program manager need a weekly report to gauge process improvements? You can create various Dashboards tailored toward a specific audience to tell the story <em>on call<\/em>.&nbsp;<\/p>\n\n\n\n<p>ClickUp Dashboards pull in communication and information graphs to highlight what\u2019s happening in real time. The level of customization and privacy is entirely up to you!&nbsp;<\/p>\n\n\n\n<p>Check out the <a href=\"https:\/\/clickup.com\/blog\/dashboard-examples-in-clickup\/#27-a-clickup-dashboard-formula-to-follow\">Beginner\u2019s Guide to Dashboards in ClickUp<\/a> article to set up a Dashboard. (We also share tips to organize your widgets to create a visual hierarchy and balance. And you don\u2019t need to be a designer to achieve this!)&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"933\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/08\/image2-4-1400x933.png\" alt=\"ClickUp Dashboard\" class=\"wp-image-41352\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/08\/image2-4-1400x933.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/08\/image2-4-300x200.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/08\/image2-4-768x512.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/08\/image2-4-700x467.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/08\/image2-4.png 1500w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">Add widgets to pull in high-level information about a given period, processes, sales goals, and more<\/figcaption><\/figure>\n\n\n\n<div id=\"ub-button-4a60af9e-a9e2-4eec-bc21-9b6e733040d2\" class=\"ub-buttons align-button-center\">\n<div class=\"ub-button-container\">\n<div class=\"ub-button-content-holder\"><span class=\"ub-button-block-btn\">Build a ClickUp Dashboard<\/span><\/div>\n<p>&nbsp;<\/p>\n<\/div>\n<\/div>\n\n\n\n<p><strong><em>Related: <a href=\"https:\/\/clickup.com\/blog\/crm-reporting\/\">CRM Reporting: How to Create CRM Reports for Your Sales Team<\/a><\/em><\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"17-win-the-day-with-clickup-\">Win the day with ClickUp&nbsp;&nbsp;&nbsp;<\/h2>\n\n\n\n<p>Friend, I\u2019ve enjoyed our CRM build adventure, and I hope you feel excited and extra supported to achieve your goals!&nbsp;<\/p>\n\n\n\n<p>In the next couple of weeks and months, continue to add and tweak your CRM in ClickUp to reflect the growth and needs of your business. 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