Wait! Take control of your leads!
grab our CRM Lead Tracking ClickUP Template Now
Regular price $70
Limited time offer $17
With this template, you can...
- Keep track of your leads in one place
- Take notes on your leads right inside the task
- Move your leads seamlessly with an automated system
- Integrate your leads with your email inbox
- Delegate follow up to your team
- Get up and running quickly
What They're Saying
"I saved hours of time because the whole structure was there. I just needed to plug and play!"
MEIGHAN O'TOOLE
"I saved hundreds of hours both for my business and my homeschool."
ALEXIS PERRY
"Meagan helped me develop my ClickUp structure into a much more diverse and inclusive template."
ANNIE ALDRIDGE
Stop keeping track of everything in your head - or in a clumsy spreadsheet that doesn't really work. Give your leads the attention they deserve by having ClickUp do the hard work for you - so that you can spend more time serving your clients and growing your business.
Frequently Asked Questions
Yes, the templates were designed for a paid ClickUp plan.
Yes, the template bundle includes a link to a training video and a guide on customizing and using your templates.
Shoot us an email at hello@newleafdigital.net and we’ll get back to you within 24 business hours.
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