How to Use ClickUp as a CRM With Inventory Management

ClickUp can power a complete CRM with inventory management so your sales, stock, and fulfillment data stay in one organized workspace. This how-to guide walks you step by step through building a practical system using features highlighted in the official CRM with inventory management overview.

Plan Your ClickUp Inventory Workspace

Before building, outline what you need to track so your structure in ClickUp matches your real operations.

Define CRM and inventory requirements

List the core data your team must see at a glance, such as:

• Customers and accounts
• Product catalog and SKUs
• Stock levels and locations
• Quotes, orders, and invoices
• Shipments and delivery status
• Suppliers and purchase orders

Then decide which team members need access: sales, operations, finance, and leadership.

Choose a workspace and hierarchy in ClickUp

Use the standard hierarchy to separate strategic views from daily execution:

• Workspace: Your company account that holds everything.
• Space: Create a dedicated “CRM & Inventory” Space.
• Folders: Split work into logical folders, for example:
  • Customers & Deals
  • Products & Inventory
  • Orders & Fulfillment
  • Suppliers & Purchasing
• Lists: Within each folder, Lists hold records such as products, orders, or contacts.

This structure lets you scale and connect views across your ClickUp workspace.

Build a Product Catalog in ClickUp

Your product catalog is the foundation of inventory tracking. Each item should live as a task in a dedicated List.

Create a Products List

1. In your “Products & Inventory” Folder, create a List called “Products.”
2. Switch to Table View for spreadsheet-style editing.
3. Use one task per product or SKU.

Table View in ClickUp makes adding and updating product details fast and familiar for teams used to spreadsheets.

Add custom fields for product data

Use custom fields so every item has consistent attributes. Common fields include:

• SKU (Text)
• Category (Dropdown)
• Cost Price (Number, currency)
• Sale Price (Number, currency)
• Current Stock (Number)
• Reorder Point (Number)
• Supplier (Text or Relationship)

Custom fields in ClickUp let you filter, sort, and group products, making it easy to find low-stock items or high-value products.

Track Inventory Levels With ClickUp Views

Once your catalog is in place, create specialized views so stakeholders always see current stock and priorities.

Use Table and List views for inventory snapshots

Configure multiple views on the Products List, such as:

• All Products (Table): Full catalog with cost, price, and stock columns visible.
• Low Stock (Table): Filter where Current Stock is less than or equal to Reorder Point.
• By Category (List or Table): Group by Category to see inventory by product line.

Save each configuration as a view to reuse it and keep inventory reporting consistent.

Highlight low stock with filtering and sorting

1. Open the Products List in Table View.
2. Apply a filter to show only products at or below the reorder threshold.
3. Sort by Current Stock ascending so the most urgent items appear at the top.
4. Optional: Add a custom field like “Reorder Status” with statuses such as “OK,” “Reorder Soon,” and “Critical.”

This approach in ClickUp lets procurement and operations teams focus on the items that matter most.

Set Up a CRM Pipeline in ClickUp

To connect customers and inventory, you need a clear CRM pipeline that shows where each opportunity stands.

Create a Deals pipeline List

1. In the “Customers & Deals” Folder, create a List named “Deals.”
2. Add a Board View so each stage of your pipeline becomes a column.
3. Set List statuses such as:
   • Lead
   • Qualified
   • Quote Sent
   • Won
   • Lost

Each deal in ClickUp becomes a task that can link to the products being quoted or sold.

Capture key CRM details with custom fields

Add fields that let you track sales performance:

• Account Name (Text)
• Contact Person (Text)
• Deal Value (Number, currency)
• Expected Close Date (Date)
• Probability (Number or Dropdown)
• Product SKUs or Product List (Text or Relationship)

These CRM-focused fields in ClickUp allow you to forecast revenue and understand demand by product.

Connect Orders and Inventory in ClickUp

The core of CRM with inventory is linking customer orders to stock levels so teams know what is available and what needs replenishment.

Create an Orders List

1. In the “Orders & Fulfillment” Folder, create a List named “Orders.”
2. Use List View for a clean order queue.
3. Define statuses such as:
   • New
   • Confirmed
   • Packed
   • Shipped
   • Delivered
   • Closed

Each order in ClickUp can reference a deal, a customer, and the products sold.

Link orders to products and deals

Use task relationships or custom fields to connect the dots:

• Relationship field to link an order to its corresponding Deal task.
• Relationship or text field for the Products included in the order.
• Number fields for Quantity Ordered and Order Total.

By centralizing these links in ClickUp, you can quickly trace issues, such as stockouts or delayed shipments, back to specific deals or products.

Automate Inventory and CRM Workflows in ClickUp

Automation reduces manual work and helps keep data synchronized across Lists and views.

Trigger tasks and notifications automatically

Use simple automations, for example:

• When an Order status changes to “Shipped,” update a Date field for Ship Date.
• When Current Stock falls below Reorder Point, create a task in a “Purchasing” List.
• When a Deal moves to “Won,” create an Order task and prefill customer details.

These workflows in ClickUp help maintain consistency between CRM activities and inventory levels.

Standardize processes with templates

Save time by creating templates for:

• Product tasks with preconfigured custom fields
• Order tasks that include all necessary shipping and billing fields
• Deal tasks with standard CRM fields and checklists

Templates keep your ClickUp setup uniform across teams and new hires.

Monitor Performance With ClickUp Dashboards

Dashboards provide real-time visibility into both sales and inventory without exporting to separate tools.

Build an operations dashboard

Add widgets to a dedicated operations dashboard in ClickUp, such as:

• Number of open Deals by stage
• Total value of Won deals this month
• Count of orders by status
• List of Critical low-stock products

Combine CRM and inventory widgets to see how demand affects stock and fulfillment.

Create reports for leadership

Use charts and tables to show:

• Sales trend over time
• Inventory turnover for key product lines
• Average order processing time

These insights from ClickUp support data-driven decisions on purchasing, pricing, and staffing.

Combine ClickUp With Expert Implementation

Even with powerful features, most teams benefit from structured guidance when rolling out CRM and inventory systems.

For specialized implementation support, training, and optimization around these workflows, you can work with a consulting partner such as Consultevo to tailor your ClickUp setup to your exact processes.

Next Steps for Your ClickUp CRM Inventory System

To recap, you can create a robust CRM with inventory management by:

• Designing a clear workspace hierarchy
• Building a detailed product catalog with custom fields
• Tracking inventory via filtered views and low-stock alerts
• Managing deals and orders in dedicated Lists
• Linking records through relationships and automations
• Reporting on performance using dashboards

Start with a basic structure in ClickUp, test it with a few real customers and orders, then refine your fields, views, and automations as your team adopts the system.

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

“`