April 29

ClickUp’s Feature Fest


Learn how to track leads, deals, and customer relationships using ClickUp + AI. This webinar will showcase how to leverage ClickUp’s CRM template and AI capabilities to supercharge your sales and customer management processes.

Agenda highlights


  • AI-powered lead enrichment: Discover how AI can enhance lead tasks and suggest follow-up actions.
  • Writing emails with AI: Learn to draft outreach and follow-up emails directly within ClickUp.
  • Managing the pipeline in deals: Use AI to group deals by sales stage and generate actionable summaries.
  • Meetings & notes with AI Notetaker: Book meetings and let AI summarize discussions with next steps.
  • LIVE demo + Q&A: See these features in action and get your questions answered!
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Key benefits unlocked

Simplify

Simplify team workflows with a structured CRM in ClickUp

Leverage

Leverage AI for lead enrichment, email writing, and qualification

Manage

Manage your pipeline, meetings, and account hubs with ease

Interested in Feature Fest?