Use ClickUp for CRM ClickApps

/ ClickUp / By

Use ClickUp ClickApps for CRM

ClickUp includes powerful ClickApps that let you build a flexible CRM to track leads, accounts, and deals in one organized workspace. This guide shows you how to turn on and configure the essential tools you need to manage your sales pipeline from first contact to closed-won.

Before you start in ClickUp

Before setting up your CRM, make sure your Workspace is ready for the features you plan to use.

  • Confirm you have permission to manage ClickApps at the Workspace or Space level.
  • Decide whether your CRM will live in one dedicated Space or be split across several Spaces.
  • Review your current sales process so you know what fields and statuses you need.

If you want strategic help planning a scalable CRM structure, you can also review consulting resources like Consultevo for implementation guidance.

Enable ClickUp ClickApps for CRM

To use CRM features, you will need to enable several key ClickApps at the Space or Workspace level.

  1. Open your Workspace and go to the Space where you will host your CRM.

  2. Click the Space settings menu and select ClickApps.

  3. Turn on the following ClickApps commonly used for CRM:

    • Custom Fields for lead and account data.
    • Task Relationships to connect deals, accounts, and activities.
    • Tags to label and group records.
    • Automations to move work forward automatically.
    • Form View if you want public intake forms for leads.
    • Email if your plan includes email capabilities.

  4. Save your changes so these ClickUp features are available across your selected Space.

Plan your CRM structure in ClickUp

Next, decide how you will organize CRM data inside ClickUp. A common approach is to dedicate one Space to all sales activities.

Typical CRM hierarchy in ClickUp

  • Space: Sales or CRM.
  • Folders: Leads, Accounts, Opportunities, Activities, or similar groups.
  • Lists: More specific pipelines, such as New Leads, Active Opportunities, or Enterprise Accounts.
  • Tasks: Individual records like a single deal or contact.

Use this structure as a starting point and adapt it to match how your team actually works in ClickUp.

Configure custom fields for your CRM in ClickUp

Custom Fields are at the core of your CRM build because they hold all key sales data.

  1. Open the List where you want to store CRM records, such as a Deals or Leads List.

  2. Click the + at the top of the column area and choose Add Custom Field.

  3. Create fields that reflect the data your team tracks, such as:

    • Deal value or amount.
    • Close date.
    • Lead source.
    • Account owner or sales rep.
    • Industry or segment.
    • Probability or stage-specific fields.

  4. Apply each Custom Field to the current List, the entire Folder, or the whole Space, depending on how broadly you want it available.

Configure field types (text, number, dropdown, date, currency) so they match how your team will filter and report in ClickUp.

Set up CRM statuses in ClickUp

Statuses let your team see where each lead or deal sits in the pipeline at a glance.

  1. Open the target List or Folder and go to Status settings.

  2. Replace the default status set with stages that mirror your sales workflow, for example:

    • New
    • Qualified
    • Proposal Sent
    • Negotiation
    • Closed Won
    • Closed Lost

  3. Group statuses into process phases if your Workspace uses those, such as Open, In Progress, and Closed.

Clear statuses help every ClickUp user understand current progress without opening each task.

Create relationships between CRM records in ClickUp

Task Relationships allow you to link connected records and keep related work in context.

  1. Open a CRM task, such as a deal or account record.

  2. Find the Relationships section and click to add a new relationship.

  3. Choose the type of relationship appropriate for your CRM build, such as:

    • Account ↔ Deals.
    • Deal ↔ Activities or calls.
    • Contact ↔ Company.

  4. Select related tasks or configure rollup views, depending on which ClickUp plan you use.

Use relationships to keep your sales team from searching across multiple Lists to understand a single account.

Use views to manage CRM data in ClickUp

Views let you present the same CRM records in different ways for different stakeholders.

Recommended CRM views in ClickUp

  • List view for spreadsheet-style record management and inline editing of Custom Fields.
  • Board view to manage deals or leads in a Kanban pipeline by status.
  • Table view for detailed reporting with grouped and summarized columns.
  • Calendar view to see follow-ups, demos, and close dates.
  • Form view to collect new leads directly into a pipeline List.

Configure filters, sorting, and grouping for each view so your team sees only relevant CRM data in ClickUp.

Automate CRM workflows with ClickUp automations

Automations can reduce manual updates and ensure your CRM stays accurate.

  1. Open the List or Space that contains your CRM pipeline.

  2. Click Automate to open the automations builder.

  3. Create automation rules such as:

    • When a status changes to Qualified, assign the task to a specific sales rep.
    • When a deal is moved to Closed Won, change its priority and apply a Won tag.
    • When a new lead task is created from a Form, set a due date for an initial follow-up.

  4. Test automations with sample records to confirm they behave as expected.

Use only the automations your team truly needs to avoid unnecessary complexity in ClickUp.

Track activities and communication in ClickUp

Your CRM is most valuable when it captures the full history of every interaction.

  • Log calls, emails, and meetings as tasks or subtasks linked to the primary deal or account.
  • Use comments to record quick notes after a call or demo.
  • Attach proposals, contracts, and key files directly to the related record.
  • If your plan allows, connect email so that messages can be sent and tracked within ClickUp.

Keeping all communication in the same workspace reduces context switching and data gaps.

Surface CRM insights with ClickUp dashboards

Dashboards provide high-level visibility into how your CRM is performing.

  1. Create a new Dashboard and give it a descriptive name like Sales Overview.

  2. Add widgets that pull data from your CRM Lists, such as:

    • Number of open opportunities by stage.
    • Total pipeline value by owner.
    • Deals closing this month based on close date fields.
    • Activity totals, such as calls or meetings logged.

  3. Share the Dashboard with sales leaders so they can track performance without changing operational Lists in ClickUp.

Learn more about ClickUp CRM features

To continue refining your CRM setup, review official documentation and best practices so you can make better use of advanced options.

For detailed feature explanations and updates, see the original help article on using ClickApps for CRM directly in the ClickUp Help Center. Combine that information with the steps above to create a streamlined, scalable CRM that supports your full sales lifecycle.

Need Help With ClickUp?

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

Get Help

“`

Verified by MonsterInsights