Sales & CRM

Boost your sales process with ClickUp's Sales & CRM templates. Track leads, nurture relationships, and close deals with tools designed for sales success.

This is the perfect way to track a user's latest activity, contacts, account renewals, and risks. With your playbook just a click away, account management will be a breeze!

Account Management

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Effective account management includes both sustaining current opportunities and developing new business. This template offers an efficient approach to managing all of your accounts, notes, and follow ups in one location. You can focus on timelines and priority accounts with different views to choose from.

Account Planning

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Company-wide meetings are vital to keeping communication open across the organization, and ensuring everyone is aligned and up to speed with individual and group targets. There's room to share information from updates to announcements about future agendas and encourage collaboration, clarity, and alignment.

All Hands Meeting

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The success of your business usually depends on a well-crafted sales strategy. With this, ClickUp got you this B2B Sales Strategy template to assist you in developing this very important document.

B2B Sales Strategy

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Have a clear overview of your employee incentive program using this Bonus Matrix template that ClickUp has stored for you!

Bonus Matrix

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Stay on top of all things client related. This template allows you to track all activities for your clients in addition to documenting style guides and internal processes. #brand management #clients #SOPs #style guide

Brand Management

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Without any means of contact, connecting with many businesses in a given area might be stressful. You may learn more about a company and establish contact with them quickly by using the ClickUp Business Directory template.

Business Directory

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Manage your leads, customer relationships, and sales pipeline all in one place with ClickUp.

CRM

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