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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Patrick Carver
agreed
Mark Hoffman
Please this! To truly be the one app for all a CRM needs to be added (think GoHighLevel + HubSpot). With the recent roll out of chat replacing the need for Slack, a CRM looks to be the next biggest improvement to be the one app for all in IMO.
Ethan Lang
Hey Ivan Villa! Is there any conversations happening about this feature rolling out? Even if this feature was an extra cost (similar to monday.com), I would pay for it! Having a place where you can have a dedicated area for people (contacts), and those contacts can be linked to accounts (i.e. companies, households, etc.). From there, both these people and accounts could be connected to tasks more easily (not just a relationship field). On top of this, I think these contacts and accounts could be more customizable than tasks. For example, when you click on a contact for example, you could customize the layout of what that page looks like with widgets that would include customer information, common links, historical notes, and even tasks linked, meetings linked, and more. This would be an amazing way to replace needing a CRM is ClickUp is truly trying to be the one app for everything!
David Haddad
Ethan Lang strange when I look at Monday all the so-called "CRM" features don't look much different than what I can do in ClickUp. The only advantage I ever see in Monday is the ability to customize layouts based on task type, but always find it weaker in every other regard.
Can you give an example of how Monday is better in this regard? Don't get me wrong, I would like to see ClickUp get better in this area, I'm just trying to see what Monday has done that solves any of the issues of trying to turn ClickUp or Monday into a better CRM.
Thanks!
Ethan Lang
David Haddad Thanks for making me explain deeper! I think that the customization piece is huge as well as having no status on contacts. These are contacts, so in my case, I wouldn't ever consider them complete! Maybe there is a different feature to upvote on the customization piece, but I think it's super important. If I click a "client" or "household" in the ClickupCRM, I would want to organize contact and rollup information how I best see fit, similar to Monday.com. I think it a more in-depth feature for notes (ability to go full-page). This would be huge to click a contact in the CRM and see what tasks are linked, but not just as a side view in the relationships section.
Also, I agree with David Oh's points about improvements on the relationships end. I would like to be able to link tasks to "contacts" in the same way I link an assignee!
David Haddad
Ethan Lang thank you for the explanation.
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David Oh
Ethan Lang I'm not sure how Monday works but I'd settle just for having it the way ZenDesk (user since 2013) works which is having an Organization (Company) that can be named and labelled with URLs that are assigned to it (ie. ClickUp and clickup.com, emails,clickup.com, etc) and then Users (Contacts) underneath for individuals. Their users are unique by email address and then you can add a name if you want, or it will default to pulling their display name from the email as their name. Then when you go into a User you can see all of the past tickets/tasks for that person. Just that basic stack would solve a LOT of issues.
The key is that it knows that email is a specific entity. Then you can have tags assigned to that entity and you can make automations based on the tags that it has. For instance if you labelled that contact as spam, then it could just delete it. Or maybe in the future just block it. Then if it's tagged as a known customer, it could send an autoresponse. If it's tagged as a vendor, or for that organization or contact specifically, all items from them could be routed to an assignee or group accordingly.
Just having known structure for entities and people within those entities would go a long way to labelling and routing the incoming requests.
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David Oh
This would be a huge improvement. There's a big difference between using a relationship fields as a workaround versus having a built-in way to tie it to a person/contact or company/account. Having contacts and companies built in the same way agents/assignees are natively would greatly improve the product and tying of tasks back to contacts, companies or agreements/deals/contracts. The way you display and click through relationship linked items is not nearly as clean as with native assignees. Ideally we would tie every task to a company/contact/agreement, even when they email in unstructured requests. Great product, but this seems like a huge miss.
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Yari
A must.
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
Merged in a post:
Add option to assign Clients
Marjan Shameem
i suggesting to add clients list on the application and make an option to select the client name that we are going to work for.
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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
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