The ClickUp CRM System
Your CRM, running itself.
Leads, contacts, accounts, and projects — one relationship-linked system inside your own ClickUp, with automations doing the remembering. Here's every feature, running.
$2,500 · flat · installed in ~2 weeks
app.clickup.com — the whole system, one loop
Harbor & Main
Proposal$12,400MCJRProgress — — rolled up from the project lists, live
Harbor & Main — Projectfolder created automatically
Web Design
SEO
Content
Homepage mockup due tomorrow — project manager alerted
CRM ⇄ project folder ⇄ dashboards — both directions, zero re-typing
the whole plan, running as one loop
the lead's journey
A lead becomes a project. Hands off.
The CRM folder holds Leads, Contacts, and Accounts — and the moment a lead signs, it becomes a client account with a project folder built automatically, one list per service you sell them.
app.clickup.com — CRM · the lead's journey
New lead
Harbor & Main
$12,400
Contacted
Proposal
Won
Harbor & Main — Account + Project folder
created automaticallyapp.clickup.com — the system that notices
Homepage mockup
due Thursday
Maya (PM) alerted — before it slipped
8:00 AM — the morning digest
2 tasks due today
1 lead quiet for 6 days
1 project parked in review
the alert system
The system that notices.
A task drifts toward its deadline and the assigned project manager hears about it before it slips — in ClickUp, by email, in Slack. Leads that go quiet get their owner nudged, and every morning opens with a digest of what needs attention.
app.clickup.com — the 70,000-ft view
Harbor & Main
$12,400
Brightside Coffee
$8,900
Fern & Field
$21,000
Fern & Field flagged — account exec updated it inline, rolled up instantly
the 70,000-ft view
Every account's health, on one screen.
Revenue per project, progress rolled up from real work, a health dot per account — and project managers update it inline, so the view is always true without a single status meeting.
app.clickup.com — dashboards · every altitude
$42.3k
revenue this month
14
active accounts
96%
on-time delivery
dashboards
One truth, three altitudes.
Upper management sees revenue and account health. Managers see workloads and what's blocked. Designers and developers see just their work. Same system, the right view for every seat.
Also included
Preset views, day one
Overdue tasks, due this week, completed this month, unassigned work, waiting on a client — built before you ever ask.
Revenue that rolls up
Tracked per project, summed per account — so 'how's this client doing' has a number, not a feeling.
Records that know each other
Every contact linked to its lead, account, and projects. One record, seen from every angle.
A branded intake form
Wired straight into the pipeline — new leads create their own records, zero re-typing.
Looms & plain-English docs
One short video per role and docs your team actually reads. No 90-minute webinars.
Yours from day one
Built inside your own ClickUp workspace. The accounts, the automations, the docs — all yours.
$2,500.
flat · installed in ~2 weeks. Answer a few questions and the full requirements land on the studio's board.