HOW TO USE CLICKUP AS SALES CRM

💡 Try CLICKUP Free today 👉https://try.web.clickup.com/kqmnaaac15bw If you’re tracking leads in spreadsheets, forgetting follow-ups, or losing sales because things aren’t organized, this video will show you how to use ClickUp as a sales CRM. In this tutorial, I walk you through how to build a simple sales CRM in ClickUp so you can track leads, manage follow-ups, and clearly see what’s overdue—without complicated systems or expensive CRM software. This setup is perfect for freelancers, solopreneurs, and small business owners who want a clear sales pipeline and better visibility into their sales process. ⏱️ Video Chapters 00:00 – Why spreadsheets cause lost leads and missed follow-ups 00:16 – What this ClickUp sales CRM will help you fix 04:23 – Creating your sales board in ClickUp 06:49 – Adding additional views to your sales board 06:55 – Using Kanban board view to manage leads 07:01 – How Kanban helps visualize your sales pipeline 07:07 – Using Timeline view for sales tracking 07:13 – Viewing start dates, due dates, and overdue follow-ups 07:20 – Choosing different views to match your workflow 07:25 – Final overview of your ClickUp sales CRM 07:31 – Closing thoughts and next steps What you’ll learn in this ClickUp sales CRM tutorial: How to set up ClickUp as a sales CRM Creating a sales board to track leads and deals Managing your pipeline using Kanban view Using Timeline view to stay on top of follow-ups Seeing what’s overdue so no opportunities slip through the cracks By the end of this video, you’ll have a fully working ClickUp sales CRM that replaces spreadsheets and helps you stay organized throughout your sales process. If you have any questions, drop them in the comments—I’m happy to help. Thanks for watching. FOR BUSINESS INQUIRIES CONTACT ME AT tutorialsjason24@gmail.com Disclaimers: Some Links Above include Affiliate links, I may earn a commission if you use my link. I'm Not a financial advisor, our videos are for educational purposes only.