Stop playing hide and seek with your leads and client work
One ClickUp template to keep leads, clients and projects together. See what needs a follow-up, what's in progress and what comes next without digging through scattered notes.
GET THE CRM TEMPLATE · £7Instant access · £7
Sound familiar?
- A new enquiry arrives, but the details are scattered between your inbox, DMs and notes.
- You meant to follow up with a lead, but there was no place to keep the reminder.
- A client asks how the project is going, and the latest update is hiding in another app.
- Tasks, contacts and next steps are in different places, so it is hard to see what needs doing.
Your client work needs a proper home.
When leads, client details and project tasks live in separate places, keeping up takes more effort than it should. Bring the work together.
One place for leads, clients and projects.
Set up the Small Biz CRM in ClickUp and keep your pipeline, client details and project work together. See who needs a follow-up, what is in progress and what comes next without piecing it together from messages and notes.
SHOW ME THE CRMKeep the moving parts together
Leads and follow-ups
Keep new enquiries and contact details in view, with the next follow-up easy to spot.
Clients in one place
Keep the people you work with and their key details together, rather than across inboxes and notes.
Keep client work moving
See the next step for each client and project, instead of piecing it together from messages and notes.
What changes when your client work is in view
- Know who needs a reply. Keep enquiries and follow-ups where you can see them.
- See the client picture. Find their details and the work you are doing together.
- Keep projects moving. See tasks and next steps alongside your client work.
- Less mental juggling. Give leads, clients and projects a shared home.
From first enquiry to finished project
Keep the people, work and next steps in one place. See which leads need a reply, what your clients are waiting on and how each project is moving along.
A little more about the maker
I’m Ina, a VA and systems nerd who knows how quickly client work can spread across tabs, messages and notebooks.
I work with small businesses, where a new lead, an active client and the next project task can all be competing for attention.
This CRM template brings those moving parts into ClickUp so you can see the people, the work and what comes next.
Get the Small Biz CRM template for £7. Make a clearer home for leads, clients and projects.
Ready to keep client work together?
ClickUp Small Biz CRM Template
- Keep leads, clients and projects together in ClickUp
- See your next follow-up and track work in progress
- Instant access to the template after purchase
£7
GET THE CRM TEMPLATE · £7Wee questions, quick answers
When do I get it?
You will receive access to the ClickUp template after purchase.
Do I need a paid ClickUp plan?
The template is built in ClickUp. Its ready-made automations and flows require a paid ClickUp plan, so factor that in if you want to use those features.
What do I need to use it?
You will need a ClickUp account to use the template. Ready-made automations and flows require a paid ClickUp plan.
Can I get a refund?
Because this is a digital download, there are no refunds once it’s been accessed. If anything’s giving you bother though, email us and we’ll sort you out. We’re around Monday to Friday, GMT.
Your future self says thanks
Picture it: a new enquiry lands, you can see where the lead stands and what follow-up is next. When the work starts, the client and project details have a place to live. Less chasing, more doing.
GET THE CRM TEMPLATE · £7
