How to Use ClickUp to Build a Retail CRM

ClickUp can be turned into a powerful yet easy retail CRM that helps you track shoppers, manage store tasks, and keep marketing and sales organized in one workspace.

Based on the workflow ideas in the retail CRM guide from ClickUp, this how-to article walks you step by step through setting up a simple system that fits any store, from small boutiques to multi-location retailers.

Why Build a Retail CRM in ClickUp?

Most retail teams juggle shoppers, inventory, promotions, and staff tasks across spreadsheets, email threads, and messaging apps. A retail CRM inside ClickUp brings this into one place so your team sees the same data in real time.

Using a single platform gives you:

• A structured place for shopper profiles and store interactions
• Shared visibility on sales opportunities and follow-ups
• Consistent workflows for merchandising, marketing, and support
• Dashboards that summarize performance for owners and managers

Instead of buying a dedicated CRM and separate project management tool, you can build a lean, retail-specific setup in ClickUp that grows with your store.

Plan Your Retail CRM Structure in ClickUp

Before building, decide what you want to track. The retail CRM concepts from the source article center on three main areas: people, work, and performance.

Define Your Key Data

List the core information you need for each shopper and store interaction, such as:

• Contact details and communication preferences
• Purchase history and key products of interest
• Store visits, appointments, or consultations
• Open service issues or special orders
• Marketing campaigns that influenced a sale

This list will guide your custom fields, task types, and views in ClickUp.

Decide on Spaces, Folders, and Lists

A simple structure for a retail-focused ClickUp workspace could be:

• Space: Retail CRM
• Folders: Shoppers, Sales Pipeline, Store Operations, Marketing
• Lists inside each folder: for example, VIP Shoppers, Online Orders, In-Store Requests, Campaign Calendar

Keep the initial design lightweight. You can expand your ClickUp hierarchy later as you learn what your team uses most.

Step 1: Create a Retail CRM Space in ClickUp

1. Create a new Space and name it something like Retail CRM.

2. Add a color and icon that your team will recognize quickly.

3. Turn on features relevant to retail, such as tasks, custom fields, statuses, and dashboards.

This Space becomes the home for everything your retail CRM tracks in ClickUp.

Step 2: Build Shopper Lists and Custom Fields

Next, create Lists that function as your shopper database.

Set Up Shopper Lists

1. In the Shoppers folder, create Lists like:

   • All Shoppers
   • VIP and Loyalty Members
   • Wholesale or B2B Accounts

2. Use tasks to represent individual shoppers or accounts.

3. Use subtasks or checklists for specific interactions, such as fitting appointments or consultation notes.

Add CRM-Focused Custom Fields in ClickUp

To make each shopper task act like a CRM record, add custom fields such as:

• Shopper Type (Walk-in, Online, VIP, Wholesale)
• Preferred Store Location
• Last Visit Date
• Lifetime Value (numeric field)
• Primary Sales Associate
• Preferred Contact Channel (email, SMS, phone)

These fields let you segment shoppers and build targeted List and Board views in ClickUp.

Step 3: Create a Sales Pipeline in ClickUp

A visual pipeline helps retail teams track opportunities like large orders, special requests, or B2B deals.

Design Your Sales Stages

In the Sales Pipeline folder, create a List named Opportunities and configure statuses to match your sales journey, such as:

• New Lead
• Contacted
• In Store Visit Booked
• Quote Sent
• Won
• Lost

Each task in this List becomes a potential order or deal linked to a shopper or account from your shopper Lists.

Use Board Views for Retail Sales Tracking

1. Add a Board view to your Opportunities List in ClickUp.

2. Group by status so your team can drag and drop opportunities between stages.

3. Filter by store location or sales associate using custom fields.

4. Save separate views for in-store, online, or wholesale teams, each with relevant filters and columns.

This visual ClickUp pipeline gives managers a quick read on pending revenue and team workload.

Step 4: Organize Store Operations in ClickUp

The source page emphasizes using a single system to coordinate tasks across merchandising, inventory, and service. You can mirror this in ClickUp by dedicating Lists to recurring store work.

Build Operational Lists

Inside the Store Operations folder, set up Lists such as:

• Daily Store Tasks
• Inventory Checks and Cycle Counts
• Visual Merchandising Changes
• Customer Service Issues

Use recurring tasks for checklists like daily opening and closing routines or weekly merchandising resets. Assign tasks to team members and store locations so nothing falls through the cracks.

Connect Operations to Shopper Records

Where a task relates to a shopper, such as resolving a product issue, link the operational task to the shopper task via relationships or mentions inside ClickUp. This creates an informal service history for that shopper without extra tools.

Step 5: Track Retail Marketing Campaigns in ClickUp

Retail campaigns drive traffic that later shows up in your sales and shopper data. Keeping marketing inside the same ClickUp workspace makes attribution easier.

Create a Campaign Calendar

1. Add a Marketing folder and a List called Campaigns.

2. Use tasks for individual campaigns, such as a holiday sale or loyalty drive.

3. Add custom fields for Channel, Budget, Start Date, End Date, and Target Segment.

4. Switch to Calendar view to see exactly when campaigns overlap across months.

Attach links, creative files, and copy drafts to each campaign task so all materials live in ClickUp with the plan.

Link Campaigns to Shoppers and Sales

To understand which efforts work best, link campaign tasks to:

• Related opportunities in the pipeline
• Target shopper segments or Lists
• Store operations tasks, like in-store displays or events

This creates a traceable path from marketing idea to in-store results.

Step 6: Build Retail Dashboards in ClickUp

Dashboards help managers and owners quickly scan performance without digging through Lists.

Choose the Right Retail Widgets

Inside ClickUp, create a Dashboard and add widgets such as:

• Task List widgets showing open opportunities by stage
• Number widgets summarizing total expected pipeline value
• Pie charts for shoppers by type or location
• Line charts tracking completed store tasks over time

Filter each widget to only include relevant Lists, such as your Opportunities List or VIP Shoppers List.

Share Dashboards with Stakeholders

Give store leaders and owners access to the Dashboard so they can monitor shopper engagement, sales progress, and operations in real time, all powered by your ClickUp retail CRM setup.

Step 7: Standardize Workflows with ClickUp Templates

To reduce manual setup and keep processes consistent across stores, turn your best-performing structures into templates.

1. Save your shopper task layout as a task template, including custom fields and checklists.

2. Save your Opportunities List with pipeline statuses as a List template for new locations.

3. Create templates for recurring campaigns, such as seasonal promotions, with prebuilt subtasks and due dates in ClickUp.

Using templates allows new team members and new stores to plug into your retail CRM without rebuilding the system.

Next Steps and Extra Resources

Once your basic retail CRM is live in ClickUp, refine it by observing how your team actually uses it. Remove unused fields, simplify views, and improve naming so everyone can find what they need quickly.

If you want expert help designing a scalable ClickUp setup and integrating it with other tools, consider consulting with a specialist agency like Consultevo.

To dive deeper into additional ideas and examples for retailers, review the original retail CRM article from ClickUp and adapt the concepts to your specific store model.