Marketing operations

Systems + tech

Business operations

Team operations

Client operations


I help service-based professionals and creative agencies build scalable backend operations that support growth and sustainability in business using ClickUp as the operational base.

Hi, I'm Jena

Today, I want to dive into a topic that might seem a bit unusual at first: using ClickUp as a Customer Relationship Management (CRM) tool. Yep, you read that right! Now, I know this might not be the most common way people use ClickUP, but let’s explore why it can actually be a surprisingly effective choice.

Picture this: you’re running a small business, and you need a way to keep track of your customers, their preferences, and your interactions with them. Traditionally, CRMs like Salesforce or HubSpot come to mind, right? Well, hold on a second. ClickUp, that platform you’ve been using for task management and collaboration, can also serve as a handy CRM. Intrigued? Let’s dig deeper.

  • All-in-One Convenience

One of the reasons ClickUp can make a great CRM is its all-in-one convenience. You’re already using it for your project management needs, so why not consolidate your customer data too? No need to juggle multiple tools or pay for an additional CRM system.

  • Customizable Task Lists

ClickUp allows you to create custom task lists for your projects, and guess what? You can create lists specifically for your customers. Name these lists after your clients, and voilà – you have a simple way to organize your customer interactions.

  • Detailed Task Descriptions

Ever needed to jot down notes from a client call or meeting? With ClickUp, you can add detailed task descriptions. Use these to record important information, set reminders for follow-ups, or even assign tasks to team members.

  • Tags for Easy Sorting

Want to categorize your customers based on criteria like “existing clients” or “prospects”? ClickUp’s tagging feature comes to the rescue. Simply tag your tasks to classify your customers, making it a breeze to sort and prioritize.

  • Team Collaboration

If you’re not working solo, ClickUp’s collaboration features are invaluable. You can assign tasks to team members, ensuring everyone knows who’s responsible for what. This way, you can provide seamless customer service as a team.

The Bottom Line

I get it – ClickUp isn’t designed exclusively as a CRM tool. But, here’s the beauty of it: you CAN adapt it to fit your needs. Plus, it’s a cost-effective solution for small businesses that might not have the budget for dedicated CRM software.

Of course, using ClickUp as a CRM might not be for everyone. If your business requires advanced CRM features or integrations with other software, you may want to stick with a dedicated CRM tool. But if you’re looking for a simple, no-fuss way to manage your customer relationships without breaking the bank, giving ClickUp a try might just surprise you.

How Can I Use Clickup as a CRM?


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