Tired of losing leads in the chaos?

Effortlessly organize leads in one place and close deals faster with the

CRM LEAD TRACKING CLICKUP TEMPLATE

free today!

The struggle is real - staying on top of your leads while juggling multiple responsibilities is
NOT easy.

Organize your leads in a centralized platform in ClickUp and easily keep track of all the things – and remember to follow up.

Categorize your leads, keep notes on your interactions with them, gather data to make important decisions, and close more clients.

Organization = more sales!

Imagine this…

You turn on your computer and can quickly and easily find who you need to follow up with today – with all the details about them.

What that means is:

Instead of forgetting about someone who contacted you last week 😵‍💫, you could:

– close more deals

– know when to follow up without having to actually remember

– keep track of everything in one place

– work more efficiently

Does this sound like you?

You're managing multiple leads but everything is kind of a mess
You wish you had a better way to keep track of your sales pipeline
Your notebook or spreadsheet where you try to keep track of things isn't cutting it anymore
You'd like to collect more data about leads to make better decisions but you're not sure how
You regularly forget to follow up, resulting in lost income

This is not your typical basic ClickUp template. This is packed full of stuff you’ll actually use.

Organization in minutes

Get immediate access to the template and install it in just a few clicks

Ready-to-use template

Get immediate access to the template and install it in just a few clicks

Training video

Confidently use your template with our detailed training on how to use template. Includes all our tips and tricks after working with ClickUp for over 4 years

Customization guide

Want to customize your template for your unique business? It's easy to do with the included customization guide

What They're Saying

"[It's now] easier to delegate tasks which ultimately means we're spending our time on the right things at the right time for the right reasons."

Jenn Uren

PODCAST VA COACH

"Meagan changed my ClickUp - and my life - for the better!"

Katie Jamieson

NONPROFIT CONSULTANT

"Meagan is an absolute delight and a ClickUp whiz! I would highly recommend her for anything ClickUp."

Alana Henry

RESUME WRITER

MEET YOUR CLICKUP GUIDE

About Meagan

Hi there! I’m a Verified+ ClickUp Consultant and Certified Director of Operations.

After trying to remember when I was supposed to follow up with leads but forgetting every time (#mombrain), I knew there had to be an easier way.

Using my ClickUp expertise (I’ve worked with over 400 students and clients) and my Director of Operations training, I created a simple, intuitive, and efficient template to hold all the essential info about my leads one centralized place, which also reminds me to follow up with them.

The CRM Lead Tracking ClickUp Template changed my life and I’m excited for it to change yours.