Use ClickUp as a Simple CRM

ClickUp can be configured as a lightweight CRM to help you track leads, accounts, and sales activities in one organized workspace. By combining tasks, custom views, and simple automation, you can follow every step of your pipeline without leaving ClickUp.

Before you build your ClickUp CRM

The CRM experience in ClickUp works best when you understand how workspaces, Spaces, folders, and lists fit together. Each level has a clear purpose in organizing sales data.

• Workspaces hold everything related to your company.
• Spaces group related processes like Sales or Marketing.
• Folders separate major areas, such as Leads, Accounts, or Deals.
• Lists contain the individual CRM records stored as tasks.

If you are new to the platform, explore the basic hierarchy first, then return to set up a simple CRM in ClickUp.

Create a Sales Space in ClickUp

Start your CRM structure by creating a dedicated Space in ClickUp for sales activities.

1. Open your workspace and select + Space.
2. Name the Space something like Sales CRM so your team can identify it quickly.
3. Choose who can access the Space based on your sales team and leaders.
4. Apply a color and icon if you want a visual distinction.
5. Finish the Space setup to return to your main view.

This new Space becomes the top-level area for your ClickUp CRM, where you will keep leads, accounts, and deals organized.

Build CRM folders and lists in ClickUp

Next, divide your sales process into folders and lists inside the Sales CRM Space. Each folder in ClickUp can represent a logical group of CRM data.

Suggested CRM folders in ClickUp

• Leads for new prospects and inbound requests.
• Accounts for organizations or customers you work with.
• Opportunities or Deals for active sales cycles.
• Activities for calls, emails, demos, and follow-ups.

Create each folder, then add lists that match your workflow. For example, in a Leads folder, you might create lists for Inbound and Outbound leads in ClickUp.

Example: Leads list structure

Inside the Leads folder, create a list called New Leads. Each task in that list represents a single lead.

• Task name = Lead name or company.
• Assignee = Sales owner.
• Due date = Next action date.
• Custom fields = Lead stage, source, and expected value.

Repeat the same approach for Accounts and Deals folders in ClickUp to complete the basic hierarchy of your CRM.

Add CRM custom fields in ClickUp

Custom fields are essential for making ClickUp behave like a CRM because they store structured sales data on each task.

Key CRM custom fields

• Deal value (currency) to track potential revenue.
• Close date (date) for forecast accuracy.
• Lead source (drop-down) for marketing attribution.
• Stage (drop-down) to represent your sales pipeline.
• Industry (text or drop-down) for segmentation.
• Account type (drop-down) such as Prospect, Customer, or Partner.

Apply these custom fields to the lists in your Sales CRM Space. Once configured, every new task in those lists uses the same CRM fields in ClickUp, keeping data consistent across your pipeline.

Design ClickUp views for your CRM

Views in ClickUp let you see the same CRM data in different layouts. You can switch quickly between board, list, and table style views to match your daily work.

Pipeline views in ClickUp

• Board view grouped by Stage to display a drag-and-drop pipeline.
• List view sorted by Close date to see upcoming deals.
• Table view with summary columns to review totals by owner or stage.

Use filters to focus each view on the most relevant tasks, such as only Open opportunities or New leads assigned to you in ClickUp.

Account and activity views

Within the Accounts folder, you can create views to focus on specific customers or segments.

• Filter by Industry or Account type.
• Save a view for Key Accounts owned by specific reps.
• Create a view of At-risk Accounts based on status or notes.

In the Activities folder, timeline or calendar views show upcoming calls, meetings, and follow-ups tracked in ClickUp.

Use ClickUp tasks as CRM records

Every lead, account, or opportunity in your CRM runs as a task in ClickUp. Use task details to store all the context your team needs.

Recommended task sections

• Description for discovery notes, meeting summaries, and objectives.
• Comments to log emails, call notes, and internal updates.
• Attachments for proposals, contracts, and presentations.
• Subtasks for individual steps, such as demo, proposal, and legal review.

Assign each CRM task to a sales rep, set a due date for the next action, and update stages as the opportunity progresses. This keeps the entire sales history inside ClickUp.

Automate simple CRM actions in ClickUp

You can streamline your CRM with basic automation rules available in ClickUp. These are especially useful for keeping stages, owners, and follow-up dates up to date.

Common automation examples

• When a task moves to a Won stage, set the status to Closed.
• When a new lead is created, assign it to a default sales owner.
• When the stage becomes Proposal, automatically set a follow-up date in seven days.
• When an opportunity is marked Lost, notify the account manager for feedback.

Use these simple rules to reduce manual updates and keep your ClickUp CRM current without extra effort.

Collaborate with your team in ClickUp

A CRM works best when everyone can see the same information. ClickUp offers collaboration tools that keep your team aligned throughout the sales cycle.

• Comments and @mentions to ask questions or share updates on a deal.
• Assigned comments for quick follow-up tasks within records.
• Notifications to alert owners when a stage, value, or due date changes.
• Permissions to control who can view or edit specific folders or lists.

By centralizing communication around each CRM task, you avoid scattered email threads and keep every decision visible in ClickUp.

Reporting on your CRM data in ClickUp

Once your CRM is running, you can pull insights from your data with dashboards and reporting tools inside ClickUp.

• Use charts to display deals by stage or owner.
• Track total pipeline value with filters for specific time frames.
• Measure win rates by comparing Won and Lost deals.
• Monitor activity volume, such as calls and meetings per week.

Customize dashboards so sales leaders, account managers, and executives can quickly view the data that matters to them.

Next steps and helpful resources

To dive deeper into setting up a CRM in ClickUp, review the official guide on how to use it for customer relationship management: Use ClickUp for CRM.

If you want expert help building or optimizing a CRM workspace, you can work with a consulting partner experienced in workflow design and implementation at Consultevo.

With a clear structure, custom fields, and focused views, your team can rely on ClickUp as a straightforward CRM to manage leads, accounts, and revenue from a single platform.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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