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ClickUp's CRM template is a versatile tool within a project management platform, offering customizable views, automation features, and integration capabilities. While it may not have all the advanced features of dedicated CRM software, its flexibility, and adaptability make it a valuable option for businesses seeking to centralize their project and customer relationship management.

ClickUp’s CRM template allows businesses to organize leads, track deals, and manage accounts effectively. It offers a customizable solution that integrates well with other systems, helping businesses centralize their customer relationship management processes within the broader ClickUp ecosystem.

ClickUp integrates with various third-party applications, such as Slack, Google Drive, Microsoft Teams, Zapier, Outlook, Gmail, and Google Calendar. These integrations enhance the functionality of ClickUp’s CRM template by streamlining workflows and connecting with essential tools and applications businesses use.

ClickUp offers extensive customization options, including custom statuses, fields, and views. Users can tailor the CRM template to match their unique sales processes and workflows, ensuring the system aligns with their business needs and enhances productivity.

ClickUp provides support through a live chatbot, a comprehensive help center, and resources like ClickUp University and webinars.

ClickUp provides several customizable views and dashboards, including List View, Board View (Kanban-style), Gantt Chart, My Assignments View, and Sales Process View. These views help users visualize and manage customer data effectively, catering to various preferences and workflows.