As an agency, keeping prospect and client data in one central location is extremely important. Without it, your team will be constantly flipping through documents and emails, asking account managers, and shuffling through paperwork to find needed client information.

Whether its client goals, health scores, notes, links to service agreements, closed-won or lost reasons, stages, billing information, contact records, or whatever you keep track of, you can do all of this in ClickUp.

Building CRM in ClickUp for your delivery and client services team is extremely important. Your client services team should live in ClickUp, and storing these records in the same spot where they manage their work makes everything that much easier.

This video walks you through what a fully built out CRM in ClickUp looks like and quick instructions on how to build it yourself:

0:00 - Introduction
1:29 - ClickUp CRM Structure
2:13 - The Deals List
2:45 - Custom Fields in the Deals List
7:35 - Views in the Deals List
13:06 - Intake: New Deal Form
15:20 - The Companies List
16:23 - The Contacts List
17:15 - How to Build a CRM in ClickUp
17:31 - Building the CRM Space
20:20 - Adding Custom Fields to Your CRM
25:35 - Adding Views to Your CRM
27:41 - Conclusion

👉 Get the complete ClickUp CRM Template by ZenPilot here: https://www.zenpilot.com/clickup-crm-...

📖 Read the article: https://www.zenpilot.com/blog/clickup...

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As ClickUp's first and highest-rated solutions partner, we've helped over 2,700 agencies streamline their operations in ClickUp.

📈 Interested in learning how we've helped thousands of agencies double productivity, maximize profits and improve client retention? Check out our proven process: https://www.zenpilot.com/agency-produ...

📞 If you're ready to experience the power of world-class operations, schedule your free agency ops strategy call here: https://www.zenpilot.com/call?utm_sou...

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⚠ Disclaimer: The videos on our YouTube channel are for informational purposes only and are not intended as an endorsement for any of the products or services that we feature.

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