ClickUp CRM ImplementationMohamed Shoeib
I’ll build a complete CRM system in ClickUp including a structured pipeline, custom fields, automated workflows, dashboards, and connected contact/company databases. Your CRM will include optimized views, a lead intake form, follow-up tracking, and full documentation so your team can manage leads and close deals with clarity and consistency.
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 work
Starting at$250
Duration3 days
Tags
ClickUp
Gmail
Google Calendar
Google Sheets
Slack
Product Manager
Program Manager
Project Manager
Service provided by
Mohamed Shoeib Cairo, Egypt
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- Rating
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- Followers
ClickUp CRM ImplementationMohamed Shoeib
Starting at$250
Duration3 days
Tags
ClickUp
Gmail
Google Calendar
Google Sheets
Slack
Product Manager
Program Manager
Project Manager
I’ll build a complete CRM system in ClickUp including a structured pipeline, custom fields, automated workflows, dashboards, and connected contact/company databases. Your CRM will include optimized views, a lead intake form, follow-up tracking, and full documentation so your team can manage leads and close deals with clarity and consistency.
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 work
$250