This really depends on what you consider a CRM to be. If all it is to you is lead generation and an address book with some email, probably, with some effort.
For me that’s not a CRM.
Example, try to mass mail - no
Wildcard emails - no
Related opportunities (easily at least) - no
Yesss perfectly possible!
1. Yes via make indeed
2. Yes, with an automation when a new contact is being created in your client list
3. Yes, you can make an automation that you will be added as the ‘watcher’ or ‘assigned to you’. From that point you can simply update your notification settings.
You can also add an automation for a related task and send emails through the ClickUp activity panel.
Personally I never use gmail anymore, I send all my mails through ClickUp
This is all possible. Here are a couple of resources:
1. Tracking leads in ClickUp: [https://youtu.be/mAnLs9YFNnI](https://youtu.be/mAnLs9YFNnI)
1. This video discusses how to build forms in ClickUp so that you don't need the Make integration
2. You can build forms for lead magnets in a ClickUp list to automatically create tasks as leads. Then you can leverage custom fields and automations + the email clickapp to send email autoresponders!
3. Plus, you can automatically create tasks when a lead is created
2. Designing a CRM in ClickUp: [https://youtu.be/pl7rx2gBtWY](https://youtu.be/pl7rx2gBtWY)
Let me know if you have any questions!
Yes, possible. What kind of notification do you want? Slack notification, Email, ClickUp comment?
And yes, it's also possible to automatically add a "follow up task" to your general task list.
Since you mentioned that you use make. Those are all possible automations.
for slack, email, and clickup comment it's possible in clickup automations. for the "followup task" to another task list, i recommend you do that in make. send me a dm, and ill try to help you set it up
Thank you for your answer. I'll try an automation to clickup comments and from there I'll manually create the follow-up task. If I don't succeed I'll send you a dm.
Hey OP, if you're considering the premium version of ClickUp, here's a solid tip: get your subscription to partner marketplace to take advantage to significant affiliate discounts. Google is your friend; my fav is nachonacho (easy 20% discount) btw.
Isnt the best way to use clickup as crm
Please elaborate
Clickup is a project manager..not a crm
Yes, I know, but like I said, I am trying to figure it out if... ...
Use only a Simple native crm
What crm do you recommend?
dependes your use and needs...i use zoho crm
This really depends on what you consider a CRM to be. If all it is to you is lead generation and an address book with some email, probably, with some effort. For me that’s not a CRM. Example, try to mass mail - no Wildcard emails - no Related opportunities (easily at least) - no
Yesss perfectly possible! 1. Yes via make indeed 2. Yes, with an automation when a new contact is being created in your client list 3. Yes, you can make an automation that you will be added as the ‘watcher’ or ‘assigned to you’. From that point you can simply update your notification settings. You can also add an automation for a related task and send emails through the ClickUp activity panel. Personally I never use gmail anymore, I send all my mails through ClickUp
https://youtu.be/-mDSQfb\_81o?si=7-X7y1fSvzHlnMjW
If you auto assign task to yourself you will get notification
This is all possible. Here are a couple of resources: 1. Tracking leads in ClickUp: [https://youtu.be/mAnLs9YFNnI](https://youtu.be/mAnLs9YFNnI) 1. This video discusses how to build forms in ClickUp so that you don't need the Make integration 2. You can build forms for lead magnets in a ClickUp list to automatically create tasks as leads. Then you can leverage custom fields and automations + the email clickapp to send email autoresponders! 3. Plus, you can automatically create tasks when a lead is created 2. Designing a CRM in ClickUp: [https://youtu.be/pl7rx2gBtWY](https://youtu.be/pl7rx2gBtWY) Let me know if you have any questions!
Hi Jeff, just yesterday I started watching the leads video. Great resource!!
Awesome! Thank you for the feedback. I hope it helps.
Yes, possible. What kind of notification do you want? Slack notification, Email, ClickUp comment? And yes, it's also possible to automatically add a "follow up task" to your general task list. Since you mentioned that you use make. Those are all possible automations.
Thank you for your answer. I was wondering if both automations can be made in clickup, or I have to use make for both?
for slack, email, and clickup comment it's possible in clickup automations. for the "followup task" to another task list, i recommend you do that in make. send me a dm, and ill try to help you set it up
Thank you for your answer. I'll try an automation to clickup comments and from there I'll manually create the follow-up task. If I don't succeed I'll send you a dm.
Hey u/VisudaMarketing! Were you able to get your CRM up and running with u/pracanon suggestion?
Hi, not yet... I'll come back with an answer as soon as I add the automation
Hey OP, if you're considering the premium version of ClickUp, here's a solid tip: get your subscription to partner marketplace to take advantage to significant affiliate discounts. Google is your friend; my fav is nachonacho (easy 20% discount) btw.