Authors CRM Template

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With the help of this practical Authors CRM Template, you can level up your productivity, sales cycle, and your entire organization.

Being an author isn't just about writing captivating stories, it's also about managing the business side of things. From nurturing reader relationships to tracking submissions and royalties, authors need a powerful CRM tool to stay on top of it all. That's where ClickUp's Authors CRM Template comes in!

Designed specifically for authors and publishing companies, this template helps you:

  • Manage and nurture relationships with your readers, ensuring lasting connections
  • Keep track of sales and royalties, so you can see the financial impact of your work
  • Streamline submissions to publishers and agents, increasing your chances of getting published
  • Enhance your marketing and promotional efforts, reaching a wider audience

With ClickUp's Authors CRM Template, you'll have all the tools you need to be a successful author, right at your fingertips. Start maximizing your productivity and success in the publishing industry today!

Authors CRM Template Benefits

The Authors CRM Template is a game-changer for authors and publishing companies, providing a range of benefits that will revolutionize your workflow and boost your success in the publishing industry. With this template, you can:

  • Centralize and organize all your reader data, making it easy to manage and nurture relationships
  • Monitor sales and royalties, allowing you to track your financial success and make data-driven decisions
  • Streamline the submission process to publishers and agents, ensuring you never miss an opportunity
  • Efficiently plan and execute marketing and promotional efforts, maximizing your book's visibility and reach
  • Enhance overall productivity and success by streamlining processes and eliminating manual tasks.

Main Elements of CRM Template for Authors

ClickUp’s Authors CRM Template is designed to help authors and publishing companies streamline their workflows and effectively manage their relationships with readers. Here are the main elements of this template:

  • Custom Statuses: Use 22 different statuses such as Need Approval, Qualified, Open, Closed, and Scheduled to track the progress of your relationships, submissions, and sales.
  • Custom Fields: Utilize 8 custom fields including CRM Item Type, Contact Name, Email, Industry, Job Title, Phone, Sales Stage, and Service Product to store important information about your contacts, track sales stages, and manage your pipeline.
  • Custom Views: Access 4 different views tailored for authors and publishing companies, such as the List View to manage your contacts and submissions, the My Assignments View to track your tasks and deadlines, the Sales Process View to visualize your sales pipeline, and the Welcome View to onboard new clients and readers.
  • Collaboration Tools: Take advantage of ClickUp's collaboration features like assignees, due dates, attachments, and comments to enhance communication and productivity within your team.
  • Integrations: Connect ClickUp with other tools and platforms you use in your publishing workflow, such as email marketing software, royalty tracking systems, and project management tools.

With ClickUp's Authors CRM Template, authors and publishing companies can efficiently manage their relationships, streamline their workflows, and achieve greater success in the publishing industry.

How To Use Authors CRM Template

If you're an author looking to streamline your writing process and keep track of your contacts, the Authors CRM Template in ClickUp can be a game-changer. Here are five steps to help you make the most of this template:

1. Import your existing contacts

Start by importing your existing contact list into the Authors CRM Template. This can include literary agents, publishers, editors, fellow authors, and anyone else who plays a role in your writing journey. Having all your contacts in one place will make it easier to stay organized and maintain strong relationships.

Use the Table view in ClickUp to import and organize your contact list, including important details such as names, email addresses, phone numbers, and any relevant notes.

2. Categorize your contacts

Next, categorize your contacts to make it easier to find and filter them when needed. You can create custom fields in ClickUp to add tags or labels that indicate the type of contact (e.g., agent, publisher, editor) or their status (e.g., current project, future prospect).

Use custom fields in ClickUp to categorize your contacts and add relevant information for each category.

3. Track communication and interactions

Keep track of all your interactions with each contact by adding notes and comments in ClickUp. This way, you'll have a record of important conversations, feedback, or any other relevant information that can help you nurture your relationships and stay organized.

Use the Docs feature in ClickUp to create a document for each contact where you can log all communication and interactions.

4. Set reminders and follow-ups

Stay on top of your communication by setting reminders and follow-ups for each contact. This will ensure that you never miss an important deadline, meeting, or opportunity to reach out. Whether it's a reminder to send a manuscript to a publisher or a follow-up email to an agent, ClickUp's reminder feature will keep you organized and efficient.

Use the Calendar view in ClickUp to set reminders and schedule follow-ups for each contact, so you never miss an important action item.

5. Monitor your progress and goals

Track your progress and goals using ClickUp's dashboards. You can create visual representations of your writing milestones, submissions, or any other metrics that matter to you. This will help you stay motivated and focused on achieving your writing goals.

Use ClickUp's Dashboards feature to create a customized view of your progress and goals, whether it's tracking the number of manuscripts submitted or the number of books sold.

By following these five steps and utilizing the features in the Authors CRM Template, you'll have a comprehensive system to manage your contacts, communication, and goals as an author. Say goodbye to scattered information and hello to a more organized and successful writing journey.

Get Started with ClickUp’s Authors CRM Template

Authors and publishing companies can use the ClickUp Authors CRM Template to effectively manage and nurture relationships with readers, track submissions, and streamline marketing efforts.

First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.

Now you can take advantage of the full potential of this template to manage your author business:

  • Use the List View to get an overview of all your contacts and their current status
  • The My Assignments View will help you keep track of tasks assigned to you, such as follow-ups or content creation
  • The Sales Process View will guide you through each stage of the sales process, from prospecting to closing deals
  • The Welcome View will give you a warm welcome and guide you through setting up your CRM
  • Organize contacts into 22 different statuses, such as Need Approval, Qualified, Open, Closed, to keep track of their progress
  • Customize the 8 fields, such as CRM Item Type, Contact Name, Email, to capture important information about your contacts
  • Monitor and analyze contacts to ensure maximum productivity and success in the publishing industry.

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