I built an All-in-one ClickUp system for a marketing agency that combined operations, enhanced client management, and streamlined workflows. Below are a few examples of the workspace.
The Fulfilment Space
This is the fulfilment space where all client work lives. The main focus here is visibility and access.
The Everything Level
Everything view lets you see tasks from all of your Spaces and Lists in one view. This is great for team leads and project managers.
Customer Relationship Management
Custom CRM which is integrated with Hubspot
Automation
This automation adds the clients and account manager to the relevant task. This reduces someone having to manually input the client and account manager for the task.
Gantt View
Gantt view, which contains dependencies to manage campaigns and projects
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Posted Mar 6, 2025
I built an All-in-one ClickUp system for a marketing agency that combined operations, enhanced client management, and streamlined workflows.