Add phone, email, and dropdown custom fields to manage client contact information and lead status.
Sort and filter these fields to zoom in on the information you need.
Seal the deal.
You’ve made the sale! Let your teammates know with custom task statuses.
Create tailored workflows to manage all of your leads, from the initial sales call to the moment you receive your first payment.
Communicate with your customers.
Onboard your new client seamlessly with a transparent project roadmap that keeps them up to date on important developments.
Add start and due dates to hold yourself accountable for on-time completion.
Maintain a dialogue with your team.
No need to juggle multiple tools to chat with your coworkers. Clickup’s task comment thread allows you to keep communication open in one platform.
You can even assign a comment to a teammate to make sure nothing slips through the cracks!
Track follow-ups & get reminders.
Record contact activity and next steps with task details, or create a note section with custom fields and leave it right in the task row. Set reminders for your next phone call, email or outreach...right inside ClickUp!
Work alongside your clients.
Help your clients work on Projects via email. Add tasks with attachments and create comments on existing tasks with a unique email address for each task and List.
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