How to Use ClickUp CRM Templates

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How to Use ClickUp CRM Templates Step-by-Step

ClickUp offers powerful CRM templates that help you organize leads, track deals, and manage customer relationships without building a system from scratch. This how-to guide walks you through choosing, setting up, and customizing these templates so your team can get productive fast.

Why Use ClickUp CRM Templates

Before you start, it helps to understand what these templates offer. Based on the examples in the ClickUp CRM templates guide, you can expect:

  • Pre-built task structures for leads, contacts, and accounts
  • Custom fields to track revenue, status, owner, and priority
  • Views for pipelines, accounts, and renewals
  • Automation options to reduce manual work

These templates are flexible enough for solo users, small teams, and complex sales organizations.

Step 1: Choose the Right ClickUp CRM Template

ClickUp provides several CRM options, from simple pipelines to complete account management systems. Use this process to choose the right one for your workflow.

Identify Your CRM Needs in ClickUp

Start by listing what you must track. Typical needs include:

  • New leads and lead sources
  • Deals and pipeline stages
  • Customer accounts and contacts
  • Renewals and upsell opportunities

Match those needs with a CRM template that includes fields and views for each item.

Compare Popular ClickUp CRM Structures

From the source examples, you’ll typically see three main structures:

  1. Simple sales pipeline: Ideal for individuals and small teams who only need stages like New, Qualified, Proposal, Won, and Lost.
  2. Account-based CRM: Best for teams working with multiple contacts inside one organization and longer sales cycles.
  3. Full customer lifecycle: Covers marketing-qualified leads, sales-qualified leads, active customers, and expansion opportunities.

Pick the structure that most closely matches your current sales process. You can always modify the template once it is in your workspace.

Step 2: Add the ClickUp CRM Template to Your Workspace

Once you know which structure you want, it’s time to bring the template into your ClickUp space.

Import the CRM Template

  1. Open your workspace and navigate to the relevant Space or Folder.
  2. Choose the option to add a new List, Folder, or Space (depending on the template’s level).
  3. Select the CRM template you want to use from the available options.
  4. Confirm the import so all lists, views, and sample fields appear.

After the template loads, explore each view so you understand the layout before customizing anything.

Review Included Views in ClickUp

Typical views in a CRM template may include:

  • Board view: A sales pipeline with drag-and-drop stages.
  • List view: A table of all deals, leads, or accounts with filters.
  • Calendar view: Meetings, follow-ups, and key dates.
  • Dashboard-style views: Summaries of revenue, deal counts, or activity.

Note which views you will use daily and which are optional. This helps you keep your interface clean and focused.

Step 3: Customize ClickUp CRM Fields

CRM templates come with predefined custom fields. To make them work for your team, you should tailor them to your specific process.

Audit Default CRM Fields

Open the main List view and check each column. Common CRM fields in ClickUp templates include:

  • Deal name or opportunity name
  • Account or company name
  • Deal owner
  • Status or stage
  • Estimated value
  • Close date

Decide which fields are required, which are optional, and which are unnecessary. Remove or hide anything that will never be used to reduce clutter.

Add Custom Fields for Your Workflow

Next, add fields that reflect your unique process. Examples include:

  • Lead source (e.g., website, referral, event)
  • Industry or segment
  • Probability of closing
  • Product line or package
  • Contract term length

Once these fields exist, adjust the views so the most important columns appear first. This gives your team a consistent, clear data structure.

Step 4: Build ClickUp Views for Your Sales Team

Views make your CRM usable day to day. You can build multiple views on top of the same data to serve different roles.

Create Role-Based Views in ClickUp

Set up views for different teams working inside the CRM:

  • Sales reps: Pipeline board showing only their deals and tasks.
  • Sales managers: List view of all open opportunities with value, stage, and owner.
  • Customer success: List of current customers, renewal dates, and health scores (if used).

Use filters by assignee, status, or custom fields so each role only sees what matters to them.

Use Saved Filters and Sorting

To speed up daily work in ClickUp:

  • Save filters such as “My open deals this month” or “High-value opportunities.”
  • Sort deals by close date or value to prioritize outreach.
  • Group items by stage or account to scan your pipeline quickly.

These simple changes turn an imported template into a tailored work environment.

Step 5: Add Leads and Deals into ClickUp

With the structure ready, you can start populating your CRM.

Import Existing Data

If you are moving from another tool, export your data to a spreadsheet and import it into your new CRM structure. Map each column in your file to the correct field in the ClickUp template so nothing is lost.

Standardize New Entry Rules

Define how and when new records are created:

  • Decide which fields must be filled in for every new lead.
  • Set naming conventions for deals and accounts.
  • Align on when to move a deal from one stage to another.

Document these rules in a simple internal guide so everyone uses the CRM consistently.

Step 6: Automate Repetitive Work in ClickUp

CRM templates become more powerful when you add automations.

Common CRM Automations

Based on standard CRM use cases, you can configure automations to:

  • Assign a task when a deal enters a specific stage.
  • Update a field when a status changes.
  • Create follow-up tasks after a deal is won or lost.
  • Send notifications to managers for high-value opportunities.

Automations reduce manual updates and keep data more accurate.

Keep Automations Simple

Start with a few high-impact automations and test them with a small group. Add more only after confirming they help rather than confuse the team.

Step 7: Monitor and Improve Your ClickUp CRM

Once your CRM is running, treat it as a system you continuously refine.

Track Key Metrics

Use views and dashboards to monitor:

  • Number of new leads per week
  • Deals by stage
  • Average sales cycle length
  • Win rate and lost reasons (if tracked)

Adjust your fields, stages, and workflows when you see bottlenecks.

Gather Team Feedback

Ask your team regularly:

  • Which fields or views feel unnecessary?
  • Where do they still use spreadsheets instead of the CRM?
  • What automations would save the most time?

Use this feedback to improve your ClickUp CRM template so adoption stays high.

Next Steps and Additional Resources

If you want strategic help planning your workspace around CRM, you can explore consulting partners such as Consultevo for implementation guidance.

To see more examples of how teams structure their customer management workflows, review the original overview of CRM templates in the official ClickUp blog article. Use that inspiration, then apply the steps in this guide to build a practical, easy-to-manage CRM for your sales and customer success teams.

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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