How to Use ClickUp as a Consulting CRM

ClickUp can serve as a complete CRM for consulting teams, helping you track leads, manage client work, and grow revenue inside one unified workspace. This step-by-step guide shows you exactly how to configure it for a consulting workflow based on proven best practices.

Why Use ClickUp for Consulting CRM

Consultants need more than a simple database of contacts. You need a system that connects your sales pipeline to delivery, communication, and reporting. That is where ClickUp fits your consulting business.

By setting up a consulting CRM, you can:

• Capture and qualify new leads
• Track proposals and negotiations
• Standardize onboarding and delivery
• Forecast revenue and capacity
• Keep documents, tasks, and conversations in one place

Instead of switching between spreadsheets and multiple tools, you can centralize work and see the full client journey end-to-end.

Step 1: Plan Your ClickUp Consulting Workspace

Before you build anything, outline what you want your system to track. This helps you design the ClickUp structure for your consulting CRM.

Define core consulting processes

List the main stages of your consulting work, for example:

• Lead capture
• Discovery and scoping
• Proposal and negotiation
• Onboarding
• Delivery and milestones
• Reporting and renewals

Each of these stages will later map to statuses, views, or folders inside ClickUp.

Decide your key CRM fields

Next, decide which data you must track to run the business. Common examples include:

• Company name and contact owner
• Industry and company size
• Deal value and probability
• Stage in the pipeline
• Start and end dates
• Service type or offer

These will become custom fields in your ClickUp consulting CRM.

Step 2: Create a ClickUp Space for Consulting CRM

Now you are ready to build your structure.

1. Create a new Space dedicated to consulting CRM.
2. Name it something clear, such as “Consulting CRM” or “Client Revenue”.
3. Choose default views like List and Board for easy pipeline visualization.

This Space keeps all sales and client relationship data together while allowing you to link it with project delivery Spaces later.

Organize folders and lists in ClickUp

A simple and effective setup is:

• Folder: Sales Pipeline
  • List: New Leads
  • List: Qualified Opportunities
  • List: Proposals & Negotiations
• Folder: Clients
  • List: Active Clients
  • List: Past Clients

This structure gives you clarity on where each relationship sits while using the flexibility of ClickUp for consulting workflows.

Step 3: Build a Consulting Pipeline in ClickUp

Your pipeline shows how leads move from first contact to signed consulting engagement.

Set up statuses for your sales pipeline

Within the Sales Pipeline folder, configure task statuses to represent the journey. For example:

• New Inquiry
• Discovery Call Scheduled
• Scoping
• Proposal Sent
• Negotiation
• Verbal Yes
• Won
• Lost

Each lead or opportunity becomes a task that moves across these statuses in ClickUp.

Use board view for visual pipeline tracking

Add a Board view to your Sales Pipeline folder to drag and drop opportunities between stages. This is the core of your consulting CRM inside ClickUp.

You can also:

• Group by status to see each stage clearly
• Sort by deal value to prioritize high-value consulting opportunities
• Filter by account owner to view each consultant’s pipeline

Step 4: Add CRM Custom Fields in ClickUp

Custom fields turn standard task lists into a tailored consulting CRM.

Recommended CRM custom fields

Add these fields to your Sales Pipeline lists:

• Deal Value (Currency)
• Probability (%)
• Close Date (Date)
• Service Type (Dropdown)
• Industry (Dropdown)
• Lead Source (Dropdown)
• Account Owner (User)

With these in place, every opportunity in ClickUp includes standardized CRM data that supports forecasting and reporting.

Create views using CRM fields

Use List views with filters and sorting to answer consulting questions such as:

• Which opportunities are likely to close this month?
• What is the total expected revenue for each service line?
• Which industries are generating the most deals?

Save these views so the team can quickly access key consulting metrics inside ClickUp.

Step 5: Link Consulting Delivery Projects in ClickUp

Once a deal is won, you want to hand it off to delivery without losing context. ClickUp lets you connect CRM opportunities to project plans.

Create project templates for consulting engagements

Build templates that reflect your typical consulting projects, such as:

• Strategy engagement
• Implementation project
• Retainer consulting

Each template can include:

• Standard tasks and milestones
• Checklists for onboarding
• Documents and meeting notes

When an opportunity moves to “Won”, use that template to spin up a new project in your delivery Space, then link it back to the CRM record in ClickUp.

Use relationships to connect CRM and projects

Use task relationships or custom fields to link the opportunity task to its associated project. This keeps:

• Deal value and scope visible during delivery
• Delivery progress visible to sales and leadership

By connecting these elements, ClickUp becomes a single source of truth for your consulting client lifecycle.

Step 6: Track Consulting Revenue and Forecasts in ClickUp

With your consulting CRM in place, you can use it to forecast revenue and plan capacity.

Build revenue reports with ClickUp views

In your Sales Pipeline folder, create views such as:

• Forecast This Month – filter by close date and use a formula to multiply deal value by probability
• By Account Owner – group by owner to see revenue distribution across consultants
• By Service Type – view pipeline for each consulting offer

These views help you make informed decisions about hiring, resource allocation, and marketing focus.

Analyze won deals for consulting insights

Create a separate view that only shows Won opportunities. Use it to analyze:

• Average deal size
• Sales cycle length
• Winning industries and services

Apply those insights to refine your positioning and improve your consulting CRM process in ClickUp over time.

Step 7: Collaborate With Your Team in ClickUp

Consulting success depends on clear communication between sales, delivery, and leadership. Your CRM setup should support that collaboration.

Use comments and mentions on CRM records

On each opportunity and client task, use comments to:

• Record discovery notes
• Share call summaries
• Tag consultants who will deliver the work

This keeps critical context inside ClickUp instead of scattered in email threads.

Standardize client communication

Store proposal templates, slide decks, and meeting agendas as Docs linked to your CRM tasks. Consultants can quickly access consistent materials and ensure a professional, repeatable client experience.

Further Resources on ClickUp for Consulting

To dive deeper into how a consulting CRM works in practice, you can study additional guidance from ClickUp’s own materials. The original article that inspired this how-to guide is available at this ClickUp consulting CRM resource.

If you are looking for expert help designing or optimizing your consulting CRM and operations, you can also explore specialized consulting support at Consultevo.

Start Building Your Consulting CRM in ClickUp

Using ClickUp as a consulting CRM lets you unify sales, delivery, and reporting into one organized platform. By following these steps, you create a system that tracks every lead, supports every engagement, and gives leadership clear visibility into your consulting pipeline and performance.

Begin with a simple structure, add the consulting fields you truly need, and refine your ClickUp setup as your firm grows. Over time, your consulting CRM becomes a strategic asset that supports predictable, scalable client work.

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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