Setting up a common CRM
Posted: Tue Jan 21, 2025 4:22 am
n the modern sales team, information is wealth. So, first, add a customer relationship management (CRM) platform to your sales team .
Consolidate all your sales process information with ClickUp CRM . Adjust customer relationships, build a database, manage sales tasks, collaborate on deals, and analyze data for decision making—all with ClickUp .
ClickUp CRM
Manage and enhance your customer relationships with ClickUp
Once set up, give your SDRs and BDRs access to your CRM. Assign tasks to people, create custom vp administration email list dashboards, and empower inside sales teams with full context to make decisions.
Get started instantly with ClickUp Sales CRM Template . Use it to manage customer information, communications, and follow-ups. With this beginner-friendly template, you can also track leads, visualize sales opportunities, and get real-time visibility into everything that matters.
Download this template
Building visibility
It’s not enough to have all your information in one place; you also need the right kind of visibility. Use the dozen customizable views and a powerful ClickUp Sales Pipeline Template to gain actionable visibility into all your projects.
To see all your leads by sales cycle stage, try the Kanban Board view. To see your follow-up schedule, use the Calendar view. To track the time it takes to close a deal, try the Gantt Chart view.
Consolidate all your sales process information with ClickUp CRM . Adjust customer relationships, build a database, manage sales tasks, collaborate on deals, and analyze data for decision making—all with ClickUp .
ClickUp CRM
Manage and enhance your customer relationships with ClickUp
Once set up, give your SDRs and BDRs access to your CRM. Assign tasks to people, create custom vp administration email list dashboards, and empower inside sales teams with full context to make decisions.
Get started instantly with ClickUp Sales CRM Template . Use it to manage customer information, communications, and follow-ups. With this beginner-friendly template, you can also track leads, visualize sales opportunities, and get real-time visibility into everything that matters.
Download this template
Building visibility
It’s not enough to have all your information in one place; you also need the right kind of visibility. Use the dozen customizable views and a powerful ClickUp Sales Pipeline Template to gain actionable visibility into all your projects.
To see all your leads by sales cycle stage, try the Kanban Board view. To see your follow-up schedule, use the Calendar view. To track the time it takes to close a deal, try the Gantt Chart view.