Client Management (CRM)
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Chris Schraders
It would be very useful to have a Clients module/section, where we can record:
- The name and address of the organisation
- The primary point of contact in that organisation (name, phone, email)
And then link the Client to relevant Projects.
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Chris Knight
Much needed feature
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Dmitri Ivanenko
OMG, this comment is from 5 years ago, mind expanding, not even sure what word to use, that it's taking this long to realize that CRM needs to be in clickup. I wish my CRM (pipedrive) simply had clickup like features, i'd never use any other system then, but unfortunately they don't get it either. Monday.com figured it out a bit, and created a CRM like module and it works. I just don't want to switch to Monday and prefer all those enhancement to be in clickup.
Frank Filippelli
Dmitri Ivanenko: I couldn't agree with you more! We also use Pipedrive and ClickUp it seems that bother apps are pretty good at what they do but they are sorely missing what the other one offers. It's a major pain point for our team because each app is so close to perfect but not quite there yet. Right now we really need either; 1. ClickUp to adopt a couple basic CRM features, 2. Pipedrive to adopt better project management features, or 3. for these 2 apps to get into a seriously well integrated partnership. We don't care what happens but something has to give! Project Management and CRM belong together, they go hand-in-hand, It's the only way!
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Ralph Stokes
So, like others have said and done, I've set up a CRM in click up already. There are a few main parts where it fails miserably.
- automating follow-up tasks is a nightmare as you cannot automate based on linked tasks. Basically I have to pay a lot of money to be able to have sub-tasks in multiple lists just because you can't automate with the right checks to see if a "client" task currently has anything linked or happening in their project list. I don't have a "team" so automating stuff like this is critical.
- If a client emails me and I then forward that email on to the "client" task, I can't even reply to it from clickup! There's no way to bring the thread into clickup without starting a new thread.
- notifications of emails cannot be seperated from other clickbot notifications, so you either see a whole bunch of things you don't want to see or you don't get notified when a client replies to an email.
- not being able to assign different statues to sub-tasks makes things difficult how I have it set up at the moment. Because I can't automate with linked tasks how I need to, I have to resort to sub-tasks of clients. If this is the case then the sub-tasks really need to have different statues from the clients.
- Missing the ability to link "client" tasks to whole lists. Usually each client has a list, not a task. And as you can't create a relationship this way it makes things very difficult. This ties in to the automation point - if you could say "When linked list has no tasks add follow up task" with automation then that would be great. If tasks of a linked list could appear as "sub-tasks" for the client task that would also make life much easier!
These are just a few things that have come to mind this morning. Point is, it's far from a well-oiled machine and currently feels pretty limited due to the options offered by several key parts of the CRM system -automation, sub-tasks/relationships and emails - particularly on the automation front.
There are probably lots of other solutions that would work, and perhaps a different approach would mean some of my points can be dropped - I'd be fine with that - the real problem is currently that, whichever way you set it up, there are too many holes and compromises to the workflow which makes the whole thing very time-consuming to use, clunky and somewhat unreliable, especially if you don't have a team or dedicated personnel to manage it.
Ivan Villa
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Kevin Hennessy
If a CRM module is created, then it would be great if different Client/Organization Contacts can relate to one another to also show HOW they are related to one another.
Instead of a basic connection such as this:
Person A is "related" to Person B
We could have something like this:
Person A is "the spouse of" Person B
...or:
Person D is "an employee of" Organization Z
Jose Manuel Aguirre
Couldn't you make the form view and fill it yourself?
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Nidia Pecol
Holy crap, this request has been made since 2018 and still nothing?
Michael
Nidia Pecol: because ClickUp can be a CRM; you just have to build it out yourself. Or download a template.
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Ralph Stokes
Michael: Almost, this is what I do and it still leaves a lot to be desired...
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Dmitri Ivanenko
Michael: oh boy, I looked at the CRM module suggested, it's a joke, for someone that uses Pipedrive as a crm for example. They say pipedrive can link to clickup, but that's not true, real linking doesn't exist, if it did, it would be heaven, if I was able to bring my contacts from my PD and have a two way relationship/update feature/sync, and then data linked to specific contacts. It would change the whole experience in a positive way and solve the problem we currently have with clickup not having a CRM. Monday.com already did a better version of CRM than I ever have seen in clickup. I just have no desire to move everything to Monday as there's too much missing there.
Michael
Dmitri Ivanenko: fair enough. Hoping the task/item types does a decent job of bridging the gap (whenever it gets here). Works well enough for me, for now (one-guy startup).
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Nidia Pecol
DITTO!!!!! Name, number(s), email, company, title or position, and notes. I can't believe that ClickUp does not have this and expects us all to upload lists of clients as "tasks", and that every bit of information of the clients with whom we ALL work has to be manually entered, when a directory or contact list is the VERY FIRST thing that anyone using ClickUp would have and need!
Basil Alsuhaibani
Well, I think the best CRM in the market today is Pipedrive, if ClickUp can do a similar contacts structure as they do, it would be helpful in many levels
Amara Amzal
Activate Relationships ClickApp and use Database management logic to achieve it.
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Dmitri Ivanenko
Amara Amzal: I did, it's super cumbersome as you develop further.
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