ClickUp Sales CRM Template & Training

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ClickUp CRM & Lead Tracking Template

Stop losing track of leads in notebooks, spreadsheets, or your memory. The ClickUp CRM & Lead Tracking Template gives you a simple, automated system to organize, follow up, and close more deals—without the chaos.

Why You’ll Love It:
All-in-One Lead Management: Instantly capture, track, and nurture every lead in one organized hub.
Automated Workflows: 4 pre-built automations move leads through your pipeline—no manual updates needed.
Easy Collaboration: Assign leads, add notes, set follow-ups, and delegate tasks to your team.
Stay on Top of Every Opportunity: Never miss a follow-up or lose a lead again.

Key Features:
– 3 lists: Active Leads, Lost Leads, Clients
– Automated lead movement (lost, booked, client)
– Task notes, due dates, comments, and assignees
– Email integration and Chrome extension support
– Visual views for leads, clients, and workload

What’s Included:
– ClickUp folder template (3 lists)
– Step-by-step video tutorial
– Customization and usage guide

Setup in Minutes:
Import with 2 clicks and start tracking leads right away. Created by a ClickUp Verified Consultant for paid ClickUp plans.

Perfect For:
Small businesses, coaches, agencies, OBMs, VAs, consultants, content creators, and anyone ready to streamline their sales process.

Single-use license. For your business only.

Lessons

Welcome + Template Access

Welcome + Template Access

Access the template and video training
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Add a Sales Dashboard

Add a Sales Dashboard

Learn how to add a CRM dashboard
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Get Extra Help at a Discount

Get Extra Help at a Discount

Get Extra ClickUp Help While setting up your template is designed to be straightforward, I understan...
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Goal Progress

Get 50% off the ClickUp Operations Template Bundle

Use code SUMMEROFOPS to get our popular template for 50% through June 26, 2024.