How to Use ClickUp as a B2B CRM

ClickUp can be configured as a powerful B2B CRM to manage leads, track deals, and streamline collaboration in a single workspace. This step-by-step guide walks you through turning the platform into a centralized hub for your entire sales cycle.

The process below is based on the features and workflows highlighted in the official ClickUp B2B CRM overview, adapted into a practical how-to tutorial.

Step 1: Plan Your ClickUp B2B CRM Structure

Before building anything, decide how you want to organize accounts, contacts, and deals in ClickUp. A simple structure works best for most B2B teams.

Recommended ClickUp hierarchy

• Workspace: Your company-wide space.
• Space: A dedicated Sales or Revenue space.
• Folder: B2B CRM or Pipeline Management.
• Lists: Separate lists for Leads, Opportunities, Clients, and Activities.

Mapping this structure first ensures your ClickUp setup is easy to scale and train new team members on.

Define your sales pipeline stages

Outline the stages a B2B deal passes through, from first contact to closed-won.

• New lead
• Qualified
• Discovery / Demo
• Proposal
• Negotiation
• Closed-won / Closed-lost

You will later convert these stages into custom statuses inside ClickUp so your pipeline progress is easy to scan at a glance.

Step 2: Create a ClickUp CRM Space and Lists

Now you are ready to build the basic CRM skeleton inside ClickUp.

Create the Sales space in ClickUp

1. Create a new Space and name it Sales or B2B CRM.
2. Choose simple default views such as List and Board.
3. Enable task features you will need: Custom Fields, Tags, and Dependencies.

Add CRM lists for deals and accounts

Inside your CRM folder in ClickUp, create lists that mirror your sales objects:

• Leads: For new inbound or outbound prospects.
• Opportunities: For qualified deals in motion.
• Clients: For active customers and post-sale accounts.
• Activities: For calls, emails, demos, and meetings.

Each task in these lists will represent a lead, contact, deal, or activity that your team works on.

Step 3: Build Custom Fields in ClickUp for B2B Sales Data

To behave like a full B2B CRM, ClickUp needs structured data on every account and opportunity. Use custom fields to capture that information consistently.

Core ClickUp custom fields to add

Create these fields on your Leads and Opportunities lists:

• Company Name (Text)
• Contact Name (Text)
• Email (Text)
• Phone (Text)
• Deal Value (Currency)
• Expected Close Date (Date)
• Industry (Dropdown)
• Lead Source (Dropdown, e.g., Website, Referral, Outbound)
• Account Owner (Assignee or Text)

These custom fields make your ClickUp CRM searchable, filterable, and report-ready.

Use statuses for pipeline stages in ClickUp

Next, replace generic task statuses with sales pipeline stages.

1. Open List settings for Opportunities.
2. Edit Statuses and add each sales stage as a status.
3. Group them under Open and Closed categories.

Now each task moves through your visual pipeline directly in ClickUp, showing you where deals are stuck.

Step 4: Set Up ClickUp Views for Pipeline Management

Different views in ClickUp let your team manage the same data from multiple angles without creating duplicate work.

Create a ClickUp Board view for deals

Use a Board view in the Opportunities list to mirror a traditional CRM kanban pipeline.

1. Add a Board view and group by Status.
2. Sort by Expected Close Date or Deal Value.
3. Use swimlanes or filters for Account Owner to see each rep’s pipeline.

This makes it easy to drag and drop deals between stages in ClickUp during standups or pipeline reviews.

Use List and Table views for analysis

Set up List or Table views to analyze B2B CRM data in detail:

• Show important custom fields like Deal Value, Industry, and Lead Source.
• Filter by open deals only.
• Save reusable views for each segment, such as Enterprise or SMB.

These views turn ClickUp into a flexible sales database without leaving your workspace.

Step 5: Automate Sales Workflows in ClickUp

Automation is where your ClickUp CRM becomes a time saver rather than just a tracker.

Common automations to configure in ClickUp

• Assign owner when status changes: When a lead becomes Qualified, auto-assign it to the right sales rep.
• Create follow-up tasks: When a demo is completed, automatically create a follow-up task in the Activities list.
• Update fields on status change: When a deal moves to Closed-won, set a Won Date field.
• Notify channels: Send notifications to a sales channel when deals above a certain value are created.

These automation rules help ClickUp replicate the behavior of traditional B2B CRM software with fewer manual steps.

Template repeatable ClickUp workflows

Use task templates inside ClickUp for recurring sales processes:

• Discovery call templates with standard questions.
• Proof-of-concept project templates.
• Onboarding checklists for new clients.

Each template ensures consistency and keeps your CRM tasks aligned with your playbooks.

Step 6: Connect Meetings, Notes, and Docs in ClickUp

B2B sales cycles involve many conversations and documents. You can keep all of them tied to accounts and deals inside ClickUp.

Use ClickUp Docs as your sales wiki

Create Docs for:

• Sales scripts and objection handling.
• ICP and persona definitions.
• Proposal and email templates.

Link Docs directly to deal tasks so reps can access everything they need during calls.

Attach meeting notes to ClickUp CRM tasks

For each meeting:

1. Create a task in the Activities list.
2. Use the description or a linked Doc for structured notes.
3. Tag the related Company or Opportunity so context is never lost.

This creates a searchable timeline of every interaction stored conveniently in ClickUp.

Step 7: Build Dashboards and Reports in ClickUp

Once your data is structured, you can build dashboards that visualize the health of your B2B pipeline.

Key dashboard widgets for ClickUp CRM

• Pipeline value by stage using a status or custom field chart.
• Deals by owner to see workload and performance.
• Win rate and volume trends over time.
• Lead source breakdown based on your custom field.

These dashboards turn ClickUp into a command center for revenue leaders and founders.

Share ClickUp dashboards with stakeholders

Because everything lives in one workspace, you can:

• Grant view-only access to leadership.
• Create tailored dashboards for each sales rep.
• Use the data for weekly revenue meetings without exporting spreadsheets.

This keeps everyone aligned on the same real-time CRM data inside ClickUp.

Step 8: Improve and Scale Your ClickUp CRM

After your initial rollout, refine your B2B CRM processes based on real usage and feedback.

Review your ClickUp setup regularly

• Retire custom fields that are not used.
• Simplify statuses if deals are stuck in certain stages.
• Add new automations when you notice repetitive manual work.

Small, continuous improvements will keep your ClickUp CRM efficient and user-friendly.

Get inspiration from ClickUp’s own CRM resources

For additional examples of B2B sales workflows and CRM-specific templates, review the official overview at ClickUp’s B2B CRM software guide. You can adapt those ideas directly into your current workspace.

Next Steps and Additional Resources

With the steps above, you can transform ClickUp into a centralized B2B CRM that tracks every interaction from first touch to renewal.

• Start with a simple structure and a few lists.
• Add only the custom fields you truly need.
• Layer in automations and dashboards once the basics feel natural.

If you need help optimizing your ClickUp implementation or integrating it into a broader RevOps stack, you can explore expert consulting services at Consultevo, which focuses on systems, automation, and process design.

By following these steps, your team can run an entire B2B pipeline, collaborate on deals, and keep documentation and reporting in one place using ClickUp as your flexible CRM 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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