If you’re not quite ready to commit to a full-time CRM (client relationship management tool), there are other creative workarounds to try. Our suggestion? Instead of juggling a bunch of different tools, you can build a space inside ClickUp that acts as your CRM or leads pipeline!
To be clear: ClickUp is not a CRM – it’s a project management tool. (Psst! If you need a refresher on each, here are the differences between CRMs and project management tools.) As a result, it doesn’t have a lot of the capabilities you might expect from a CRM, like:
However, ClickUp is still a super robust tool you can leverage as your CRM until you’re ready to go all-in on one, like HoneyBook.
Watch the quick walkthrough of how you can use ClickUp as a simple CRM, or keep reading below!
Starting with a basic tasks list inside ClickUp, you can easily build it out to look like a pipeline that organizes all your leads and inquiries.
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Instead of typical ‘statuses’ for tasks, you can add custom statuses that are more aligned to a pipeline, like:
Once you create your statuses, you can change the name of each task to be a client name or business.
From there, you can create as many custom fields as you want to house all the information about that client or lead. Think about everything you want or need to know about these leads, then create a custom field to match. We include information like:
Pro tip: If you want to streamline this entire building process, we have a Leads Template already created for you inside our Systems School ClickUp Template Vault!
Next, think about your ideal client journey. What do you or your team members need to do to keep moving your lead through the pipeline?
Map out all of those tasks – and what order they should be in – so you can automate the process! For us, some of those next steps look like:
So, once the status of a new lead changes, it automatically prompts one of our team members to take that next step, so nothing (and no one) falls through the cracks!
In addition to our leads pipeline, we also leveraged different features of ClickUp – including Zapier integrations – to house and organize all of our client information. For us, that looks like:
*Our inquiry form was built inside HoneyBook using Smart Files. We used a Zapier integration to pull the inquiry form inside ClickUp, so it’s right next to our leads pipeline and everything else we just outlined above!
Isn’t it amazing to see the endless capabilities of ClickUp? Even though it’s meant to be a project management system, this tool is robust enough to act as a CRM to organize and manage new leads! But if you’d rather skip the entire manual build yourself, you already know we have a template waiting for you inside the Systems School ClickUp Template Vault!
You can get this exact build-out in ClickUp within minutes — AND get access to 40+ other templates to make your life and business easier.
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