ClickUp – CRM Template

Customer relationship management in ClickUp allows you to manage your book of business while keeping track of customer interactions through each stage of the sales pipeline.

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ClickUp – CRM Template

Customer relationship management in ClickUp allows you to manage your book of business while keeping track of customer interactions through each stage of the sales pipeline. #CRM #Business #Wiki #Client #Contact #lead #customer

About ClickUp

ClickUp is a powerful app that can replace all your other work apps, combining tasks, docs, chat, goals and more. Most of their features are available to all users for free. Free features include unlimited tasks but limited spaces, views and storage.

ClickUp Free Account?

This template was built to work with free & paid ClickUp accounts. For most templates, you can use the free ClickUp account but we’d recommend the ClickUp Business plan so you can collaborate on forms, have unlimited everything, use custom fields and use custom branding. If you’re not a paid ClickUp user, sign up here or check out their pricing here.

Template Type

Free

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