How to Set Up ClickUp as a CRM

Using ClickUp as a CRM lets your team manage leads, accounts, and deals in one organized workspace while keeping tasks, communication, and reporting all in a single platform.

This how-to article walks you through configuring workspaces, Spaces, List-level custom fields, views, and automations so you can run a fully functional CRM in ClickUp.

Plan your ClickUp CRM structure

Before you build anything, decide how you want to organize your CRM data in ClickUp. A clear structure makes it easier to scale and onboard teammates.

Define key CRM objects in ClickUp

Most teams using ClickUp for CRM usually track three main types of data:

• Leads or contacts: People or organizations you might work with.
• Accounts or companies: The businesses related to your deals.
• Deals or opportunities: Revenue possibilities you want to close.

Decide if each object will be managed as a separate List in ClickUp or as tasks within one master List with custom fields to distinguish types.

Create a dedicated CRM Space in ClickUp

To keep CRM data organized in ClickUp, create a dedicated Space just for sales or customer operations.

1. Open your workspace sidebar.
2. Select the option to create a new Space.
3. Name it something like Sales, CRM, or Revenue.
4. Choose sharing and permissions so only the right teams can access this Space.

Inside this Space, you will add Folders and Lists to represent different parts of your CRM.

Build CRM Lists and pipelines in ClickUp

Next, design the Lists and workflows that make ClickUp behave like a CRM, including your main sales pipeline and related processes.

Set up a sales pipeline List in ClickUp

Your sales pipeline in ClickUp can be a single List where each task represents a deal or opportunity.

1. In your CRM Space, create a new List called something like Sales Pipeline or Deals.
2. Customize List statuses to match your sales stages, for example:
   • New
   • Qualified
   • Proposal Sent
   • Negotiation
   • Closed Won
   • Closed Lost
3. Optionally group deals by owner, region, or segment with filters and views.

With this structure, you can move deals across statuses to reflect progress through the pipeline in ClickUp.

Create supporting CRM Lists in ClickUp

Beyond your main pipeline, you may want additional Lists in ClickUp to manage related CRM data.

• Leads List: Initial inbound or outbound leads before they become qualified deals.
• Accounts List: Companies with ongoing relationships, including active and past customers.
• Onboarding List: Post-sale tasks, implementation steps, and customer success workflows.
• Renewals List: Contracts and subscriptions you need to monitor and renew.

Organize these Lists in Folders inside your ClickUp CRM Space, such as Pipeline, Customer Success, or Account Management.

Configure CRM custom fields in ClickUp

Custom fields let you capture structured CRM data directly on tasks and Lists in ClickUp. This is essential for tracking revenue, source, probability, and more.

Key CRM custom fields to add in ClickUp

Add custom fields at the List level so every deal or record in that List follows the same structure.

Common custom fields for a ClickUp CRM include:

• Deal value (currency): Estimated or actual revenue.
• Close date (date): Target or actual closing date.
• Stage (dropdown): Sales stage, if you prefer a field instead of statuses.
• Lead source (dropdown): Where the lead came from (website, referral, event, partner, etc.).
• Probability (number or percentage): Chance of closing the deal.
• Account name (text or relationship): The company associated with the deal.
• Owner (people field): Assigned sales rep or account manager.

To keep reporting accurate, keep option names in dropdown fields consistent across Lists in ClickUp.

Use custom fields for segmentation in ClickUp

Once your custom fields are set, use them to segment data in ClickUp.

• Filter by Lead source to see which channels perform best.
• Sort by Deal value to focus on high-impact opportunities.
• Group by Owner to understand workload and performance.
• Filter by Close date to review upcoming deals.

These filters and views turn ClickUp into a flexible, data-driven CRM for your sales and customer teams.

Create CRM views and dashboards in ClickUp

Views and dashboards in ClickUp make it easier to visualize CRM data, from pipeline boards to revenue charts.

Set up CRM task views in ClickUp

Each List in your ClickUp CRM can have multiple views tailored to different roles.

• Board view: Visual pipeline where deals move across columns by status.
• List view: Spreadsheet-style layout for quick inline editing and sorting.
• Table view: Data-heavy presentation, perfect for exporting or deep filtering.
• Calendar view: Display close dates or key follow-up dates on a calendar.
• Timeline or Gantt view: Long-running opportunities, implementations, or onboarding projects.

Use saved filters in ClickUp so each teammate can load their own focused CRM view, such as “My open deals this quarter.”

Build CRM dashboards in ClickUp

Dashboards in ClickUp give leaders and reps a real-time view of CRM performance.

Add widgets to show:

• Total pipeline value grouped by stage or owner.
• Closed won revenue over time.
• Deals by lead source or region.
• Overdue follow-ups or tasks linked to deals.
• Activity streams for latest deal updates.

With the right combination of widgets, your ClickUp dashboard becomes a central CRM command center for your team.

Automate CRM workflows in ClickUp

Automation helps your ClickUp CRM run smoothly by reducing manual updates and ensuring consistent follow-up.

Useful CRM automations in ClickUp

Consider setting up automations like the following to streamline work:

• Status-based automations: When a deal moves to Closed Won, update fields, notify managers, or create onboarding tasks.
• Date-based automations: When a close date is approaching, automatically remind the deal owner.
• Assignment automations: When a new lead is created, assign it to a specific owner or round-robin queue.
• Field-change automations: When the Lead source is set, add tags or move the task to an appropriate List.

Keep automations simple at first, then expand as your CRM processes mature in ClickUp.

Collaborate with your team in ClickUp CRM

CRM success depends on collaboration, and ClickUp gives your team built-in tools to communicate and coordinate work.

Use comments and mentions in ClickUp

Every deal or account task in ClickUp can become a shared workspace for notes and discussion.

• Use comments to record call outcomes and meeting notes.
• Mention teammates with @ to request input or approvals.
• Attach proposals, contracts, and presentations directly to tasks.
• Pin critical information in the task description for quick reference.

This keeps CRM context centralized in ClickUp instead of spread across email or separate tools.

Control CRM permissions and sharing in ClickUp

Use workspace, Space, Folder, and List permissions to manage who can see or edit CRM information in ClickUp.

• Limit access to sensitive deals or accounts.
• Create private Lists for leadership-only forecasts.
• Share specific views or dashboards with executives.

Proper access controls keep your CRM data secure while still enabling cross-team collaboration in ClickUp.

Resources to optimize your ClickUp CRM

For deeper instructions and examples of CRM templates, views, and automations, refer to the official help documentation for ClickUp for CRM at this ClickUp CRM support section.

If you need expert help designing a scalable CRM system, implementation specialists like Consultevo can advise on workspace architecture, process design, and long-term optimization.

By following these steps, your team can transform ClickUp into a powerful, flexible CRM that connects sales, account management, and customer success in a single, streamlined 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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