How to Use ClickUp for CRM

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How to Use ClickUp for a Simple CRM System

ClickUp can replace rigid CRM tools by giving sales and account teams a flexible workspace to track leads, deals, and customer relationships in one place. This how-to guide walks you through building a lightweight CRM using templates and views inspired by Asana-style setups.

Instead of juggling multiple apps, you can centralize your pipeline, communication, and follow-up tasks inside a single, customizable platform. The steps below follow the layout and concepts from the Asana CRM templates while adapting them to a more visual and configurable workspace.

Step 1: Plan Your CRM Structure in ClickUp

Before you start building, outline how you want to organize work. The original Asana CRM templates focus on a clear hierarchy for customer data and sales activities. You can mirror that structure using spaces, folders, and lists.

Decide what you need to track:

  • Leads and opportunities
  • Contacts and organizations
  • Deals and revenue
  • Sales activities and tasks
  • Post-sale account management

Then sketch a basic structure such as:

  • One workspace or space for Sales
  • A folder for Pipeline or CRM
  • Lists for Leads, Deals, and Accounts
  • Custom fields for status, value, priority, and contact info

This planning step keeps your setup focused and avoids clutter as you add more views and automation later.

Step 2: Create a CRM Space Modeled on Asana Templates

The Asana CRM templates highlight a dedicated area for all customer work. Build the same idea here by creating a single space meant only for your CRM activities.

  1. Create a new space and name it “Sales CRM” or similar.
  2. Add a folder inside the space called “Pipeline CRM.”
  3. Within that folder, create separate lists for key workflows, such as:
    • “New Leads” for incoming prospects
    • “Sales Pipeline” for qualified opportunities
    • “Customer Accounts” for active customers

Each list will mirror the categories you would find in an Asana CRM board but with more layout options and custom field control.

Step 3: Build Your CRM Lists and Fields in ClickUp

The Asana CRM templates use sections and fields to store lead and deal information. Recreate this with customizable fields at the list level so every task becomes a complete CRM record.

For a basic “Sales Pipeline” list, add these properties:

  • Deal Stage: Prospecting, Qualified, Proposal, Negotiation, Closed Won, Closed Lost
  • Deal Value: Revenue amount or range
  • Close Date: Target date to close the deal
  • Owner: Assigned sales rep
  • Company: Account or organization name
  • Contact Info: Email, phone, or profile link
  • Priority: High, medium, or low importance

Create tasks for each lead or deal. The task name can be the company or opportunity name, while the description field is used to store notes, discovery details, and call summaries. Subtasks or checklists can represent steps in your sales process, such as demos, proposals, and follow-ups.

Step 4: Set Up Board and List Views in ClickUp

The source Asana CRM templates rely heavily on board views for moving cards between stages. You can follow the same workflow by configuring multiple views that show your pipeline from different angles.

Useful views include:

  • Board view by Deal Stage: Drag and drop opportunities through stages like a Kanban sales board.
  • Table or List view: See all fields in a compact grid for quick edits.
  • Calendar view: Display deals by close date to forecast upcoming revenue.
  • Task view with filters: Show only high-priority deals or specific owners.

These layouts bring the same clarity as the Asana CRM boards while allowing deeper control over what columns and fields appear at each view.

Step 5: Create a Lead Management Workflow in ClickUp

Asana CRM templates often separate new leads from active deals. You can follow the same best practice by giving leads their own list and funnel.

To build a lead workflow:

  1. Use a dedicated “Leads” list with fields for lead source, qualification status, and industry.
  2. Capture new inbound requests, form fills, or event contacts as new tasks.
  3. Use custom statuses such as New, Contacted, Qualified, and Disqualified.
  4. When a lead is qualified, move it into the main pipeline list and assign an owner.

This process lets you track early-stage interest separately while keeping your pipeline clean and focused on real opportunities.

Step 6: Manage Customer Accounts with ClickUp Views

After a deal is won, the Asana CRM templates shift attention to long-term customer management. Create a specific list for active accounts, using each task to represent one customer.

Add fields and views for ongoing work:

  • Account health: Status such as Healthy, At Risk, or Churned
  • Renewal date: Contract end or renewal date
  • Account manager: Main owner for the relationship
  • Key contacts: Main decision makers and champions

Use task comments to log touchpoints and meetings, and store documents or links that your team needs to support the account over time.

Step 7: Mirror Asana CRM Templates with Automations

The original article on Asana CRM templates at this source page emphasizes consistent workflows. Replicate that consistency by adding basic automations that keep your CRM tidy and up to date.

Examples of automations you can configure include:

  • When a status changes to Qualified, automatically assign the task to a sales rep.
  • When a deal stage becomes Closed Won, move the task to the Accounts list.
  • When the close date is approaching, create a reminder task or notify the owner.
  • When a high-value deal appears, label it and alert the sales manager.

Automation brings discipline to your CRM and reduces manual updates, similar to what you might build using rule-based workflows in traditional project tools.

Step 8: Use Dashboards and Reporting in ClickUp

To replicate the overviews described alongside Asana CRM templates, create dashboards that summarize your pipeline and account status. Dashboards help leaders see performance trends without digging into every list.

Helpful dashboard elements include:

  • Pipeline value by stage
  • Deals won this month or quarter
  • Open tasks by assignee
  • Upcoming close dates
  • New leads created over time

Use filters for team, region, or product line to give managers tailored snapshots of revenue and workload.

Step 9: Standardize Your CRM Process

For your setup to work long term, you need consistent usage across your team. The Asana CRM templates show sample sections and naming rules; adapt similar conventions here so everyone creates and maintains records in the same way.

Document rules such as:

  • How to name tasks for leads and deals
  • When to move work between lists or stages
  • Which fields are mandatory
  • How often reps must update notes and statuses

You can publish these guidelines as a reference doc or onboarding checklist so new team members can adopt the system quickly.

Further Optimization and Resources

As your CRM matures, you may want expert help on process optimization, integration, and search visibility for your customer data. Specialized consulting teams like Consultevo can assist with workflow design, sales enablement, and analytics around your existing setup.

The structure described in this guide is based on the concepts outlined in the Asana CRM templates and adapted to a more flexible environment, letting you centralize lead tracking, sales execution, and account care inside one unified workspace.

By following the steps above, you can quickly design a simple, effective CRM that supports your full customer lifecycle, from first touch to renewal, without relying on complex or rigid legacy systems.

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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