CRM Custom Fields in ClickUp

ClickUp makes it easy to build a lightweight CRM by combining Custom Fields with Lists, views, and Dashboards. Instead of relying on a separate CRM platform, you can manage contacts, companies, and deals directly in your workspace and keep everything connected to your tasks and workflows.

Why build a CRM in ClickUp with Custom Fields

Using Custom Fields as a CRM layer lets you add structured data to tasks so they behave like CRM records. You can:

• Store contact details such as name, email, and phone.
• Track companies, deals, and stages in your pipeline.
• Monitor revenue, close dates, and deal owners.
• Filter, group, and sort work by any CRM attribute.

This approach keeps project work, client communication, and pipeline data in one place inside ClickUp, instead of switching tools.

Plan your ClickUp CRM structure

Before creating Custom Fields, decide how your CRM will be organized in ClickUp. A common approach is:

• Space: Sales, CRM, or Clients.
• Folder: Pipeline or Accounts.
• Lists: Companies, Contacts, and Deals.

Each List uses Custom Fields to capture different CRM data, while tasks act as individual records. For example, a task in the Contacts List represents a single person, while a task in the Deals List represents an opportunity.

Create CRM Lists and views in ClickUp

After planning, create Lists that will hold your CRM data.

1. Create or open the Space you want to use for sales or customer management.
2. Add a new Folder (for example, CRM or Pipeline).
3. Create separate Lists such as Companies, Contacts, and Deals.

Next, set up useful views in ClickUp for each List:

• List view: For spreadsheet-style editing of Custom Fields.
• Board view: For drag-and-drop pipelines using a status or stage field.
• Table view: For reporting-style tables if available.

These views give you quick access to CRM Custom Fields while still using standard ClickUp task features like comments, attachments, and subtasks.

Set up CRM Custom Fields in ClickUp

Custom Fields are the heart of your CRM in ClickUp. Use field types that match the data you need to track.

ClickUp Custom Fields for contacts

On your Contacts List, add Custom Fields to store key contact details. Common examples include:

• Text fields: Job title, department, LinkedIn URL.
• Email field: Primary email address.
• Phone field: Mobile or office number.
• Dropdown or labels: Contact type, priority, or segment.
• Relationship-type fields: Links to Company or Deal tasks, if available in your plan.

The task name can be the contact’s full name, while Custom Fields store structured data you can filter and sort.

ClickUp Custom Fields for companies

On your Companies List, dedicate Custom Fields to organization-level data such as:

• Text fields: Industry, website, account notes.
• Dropdown: Account tier, lifecycle stage, or region.
• Number fields: Employee count or annual revenue.
• Location or address fields: Office location details.
• Assignee or user fields: Account owner or manager.

Link company tasks to contact and deal tasks so you can navigate relationships quickly from within ClickUp.

ClickUp Custom Fields for deals and pipeline

On your Deals List, Custom Fields help you manage a full sales pipeline.

Useful fields include:

• Dropdown: Deal stage (Prospecting, Demo, Proposal, Closed Won, Closed Lost).
• Currency or number: Deal value or expected revenue.
• Date: Close date or next follow-up date.
• User or assignee fields: Deal owner or account executive.
• Priority or labels: Deal priority, source, or lead type.

Use a Board view grouped by your stage field to visualize your ClickUp CRM pipeline and move deals forward with drag-and-drop actions.

Use views to work with CRM data in ClickUp

Once fields are in place, views help you analyze and update CRM information efficiently.

List view for fast editing

List view in ClickUp gives you a spreadsheet-like interface where each column is a Custom Field. You can:

• Inline edit values such as stage, value, or email.
• Sort deals by value or close date.
• Filter contacts by owner, segment, or activity.
• Group accounts by region or account tier.

This makes bulk CRM updates fast and keeps data consistent.

Board view for ClickUp sales pipelines

Board view is ideal for visual pipelines. Configure it to group by your deal stage Custom Field or by task status. In this ClickUp view you can:

• Drag deals between stages as they progress.
• Quickly see the number of deals at each step.
• Open a card to update Custom Fields without leaving the board.
• Apply filters so each rep only sees their own deals.

Board view effectively turns your Deals List into a visual CRM pipeline.

Report CRM performance with ClickUp Dashboards

Dashboards in ClickUp allow you to report on CRM Custom Fields across multiple Lists and Spaces. With the right widgets, you can track performance and trends.

Common CRM dashboard ideas include:

• Pipeline totals: Sum of deal value by stage using number or currency fields.
• Owner performance: Deals closed by rep, filtered by user fields.
• Forecast reports: Expected revenue by close date range.
• Activity tracking: Tasks completed or comments added on key deals.

Combine widgets to build a single view of your CRM health based on the Custom Fields you configured in ClickUp.

Best practices for maintaining your ClickUp CRM

To keep your Custom Fields useful and your CRM reliable, follow these practices:

• Define standards: Document how each field should be used and what values are allowed.
• Use dropdowns where possible: Limit free-text fields to reduce inconsistent data entry.
• Review fields regularly: Remove or merge unused fields to keep Lists clean.
• Leverage templates: Create task templates with pre-filled Custom Fields for contacts, companies, and deals.
• Train your team: Show how to update fields, use filters, and work in shared views.

Consistent usage ensures that CRM data remains trustworthy and easy to report on inside ClickUp.

Learn more about Custom Fields for CRM in ClickUp

To dive deeper into building a CRM with Custom Fields, review the official documentation at Use Custom Fields for CRM. It explains additional examples, field configurations, and options that may be available on specific plans.

If you want professional help designing a scalable workspace, you can also explore consulting services at Consultevo, which specializes in optimizing work management systems for teams.

By combining Custom Fields, Lists, views, and Dashboards, you can turn ClickUp into an effective CRM that fits your current workflow while remaining flexible as your sales and customer processes evolve.

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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