ClickUp Sales CRM Template & Training

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.