What's included

• Complete CRM Structure in ClickUp

  A fully built CRM pipeline including Lead, Prospect, Opportunity, and Client stages with custom statuses and fields tailored to your business.

• Custom Fields & Data Architecture

  Setup of all necessary fields (deal value, lead source, priority, industry, contact details, close probability, next action, etc.) to standardize data across your team.

• Lead & Pipeline Views

  Kanban, List, and Table views optimized for tracking leads, monitoring status, and managing follow-ups without clutter.

• Automated Workflows

  Automations for new lead intake, status changes, reminders, handoffs, follow-up tasks, and notifications.

• CRM Dashboard

  A visual dashboard showing total pipeline value, won/lost deals, conversion rate, lead sources, team workload, and activity logs.