ClickUp CRM
Template
Track Deals, Companies & Contacts in One Place
Improve client health, sales to delivery handoffs, and close rates by effectively tracking and managing your deals, companies, and contacts in ClickUp.
★★★★★ Trusted by 3,100+ clients running on ClickUp
Everything You Need to Run Your CRM in ClickUp
Stop juggling multiple tools for sales and account management. Track every deal, company, and contact in the same workspace where your team already works.
Actionable Insights & Healthy Habits
Build a central dashboard where your account managers post weekly updates on client projects. Leadership can easily surface key intel, convert insights into tasks, and get ahead of potential client issues.
Greater Visibility Into All Accounts
Monitor account status, health, NPS ratings, client objectives, services, billing, client leads, and more to understand which clients are in good shape and which require more attention.
Increased Efficiency in Handoffs
Build a single source of truth to avoid context switching between apps and streamline handoffs between team members - especially your sales to delivery handoff.
Track Deal Flow Across Every Stage
Monitor deals from initial opportunity through contracts to closing. Know exactly where every deal stands and what needs to happen next to move it forward.
Manage Company Data in One Place
Track locations, team sizes, websites, and more for every company you work with. No more searching across multiple tools to find basic account information.
Track and Organize Leads & Contacts
Connect contacts and leads to their associated deals and company info. See the full picture of every relationship at a glance.
Everything you need to run a CRM in ClickUp
- Customizable Deals, Companies, and Contacts Trackers
- 14 Unique ClickUp Views for Leadership, Account Managers, and Sales
- 24 Custom Fields to Track Deal Stages, NPS, Statuses, Addresses, Objectives, Health Scores, Services, and More
- New Deal/Client Onboarding Form
- Weekly Update Template for Account Management
- Detailed Setup Instructions and Training Videos
Requires ClickUp Unlimited plan or above
Trusted by agencies running on ClickUp
The real game changer of working with ZenPilot was the visibility it gave us into our whole business. ZenPilot is hands down one of the best investments we've made as a business.
Rebecca Nash — Director of Operations, Beam Content ZenPilot has been the most impactful agency operations investment we've ever made. They led a 300% improvement in efficiency.
Stop Managing Deals
Across Multiple Tools.
Get a complete CRM system inside ClickUp - so you can track every deal, manage every account, and hand off seamlessly from sales to delivery.