How to Use ClickUp as a CRM + FREE Template

Softwares are expensive so any time we can combine them, we do! One of the most popular examples of this is using their project management system as a CRM (more specifically using ClickUp as a #CRM ).

This has several benefits:

1. Saves a couple hundred dollars a month by combining two #softwares !
2. Less #systems = less confusing (not always, but in this case we think so)
3. Sales to project #workflow is #streamlined and helps your #sales team and your project team collaborate.

Now, we are not saying this is for everyone, I wish it was as easy as a one size fits all. We typically use this method for companies that...

1. No full time sales role on the team.
2. Doing between $5k-$75k/month
3. Has a hard time keeping track of sales and wants a system that works.

I am going to first provide the #template and instructions on how to download it. Once we have that out of the way, I will go into how it works!

To Download the #FREE template...

1. Click the link HERE .

2. Click on the Space you want to Save it to (I would create a space specifically for sales)

3. Check the box (see #2 on the image above)

4. Select Use template (see #3 on the image above)

Now the template will be saved in your template library plus created in the space you chose in #1 on the image above.

How to use the template, well honestly it will be easier to explain on a quick 2 min Loom video...

Hope you enjoy and if you have any questions, don't hesitate to reach out!