ClickUp CRM Implementation
Starting at
$
250
About this service
Summary
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.
Example projects
Recommendations
(5.0)
Client • Dec 8, 2025
Recommended
Mohamed is a great freelancer with professional communication skills. He helped in setting and optimizing ClickUp very professionally and even managed our projects within it. I would recommend him for any client.
Duration
3 days
Skills and tools
Industries
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