ClickUp is a solid choice for a DIY, free personal CRM that can be tailored to suit your unique needs. Set up your contact databases, label your contacts, group contacts, set recurring tasks for contacts and use automation to ensure you’re always reminded to keep in touch.


Building a Personal CRM Using ClickUp: A Comprehensive Guide

Customer Relationship Management (CRM) systems are crucial for businesses to manage and analyze customer interactions and data. However, they can also be beneficial for personal use, helping you manage your network and relationships more effectively. One tool that can be used to create a personal CRM is ClickUp, a cloud-based productivity platform designed to help teams manage tasks, docs, goals, and more. In this blog post, we’ll explore why ClickUp is a great choice for a personal CRM, how to build your CRM using ClickUp, the cost of ClickUp, and the limitations of using ClickUp for a personal CRM.

Why Use ClickUp for a Personal CRM?

ClickUp is a versatile platform that can be customized to fit a variety of needs, making it an excellent choice for a personal CRM. Here’s why:

  1. Comprehensive Features: ClickUp offers a wide range of features including tasks, docs, goals, and whiteboards, which can be utilized to manage and track your relationships effectively.
  2. Customizability: ClickUp is highly customizable, allowing you to tailor your CRM to your specific needs. You can create custom fields, lists, and views to organize your contacts and interactions.
  3. Collaboration: If you’re working with a team or sharing your CRM with others, ClickUp’s collaboration features make it easy to assign tasks, share documents, and communicate within the platform.
  4. Integration: ClickUp integrates with a variety of other tools, making it easy to import and export data, sync with your calendar, and more.

Steps to Building Your Personal CRM in ClickUp

Building a personal CRM in ClickUp involves several steps:

  1. Create a New Workspace: Start by creating a new workspace in ClickUp. This will be the home for your personal CRM.
  2. Set Up Lists: Create lists for different categories of contacts (e.g., personal, professional, networking, etc.). You can also create custom fields for each contact, such as email, phone number, last contact date, etc.
  3. Add Tasks: For each contact, create tasks for future interactions or follow-ups. These tasks can be assigned due dates and reminders to ensure you never miss an opportunity to connect.
  4. Use Docs: Use ClickUp’s Docs feature to keep notes on each contact. This can include conversation notes, personal details, etc.
  5. Track Goals: Use the Goals feature to track your networking goals and progress.

How Much Does ClickUp Cost?

ClickUp offers a free version that includes access to tasks, docs, goals, and more. However, for more advanced features, such as unlimited integrations and dashboards, you’ll need to upgrade to a paid plan. ClickUp’s paid plans start at $5 per user per month.

Can You Create a Free Personal CRM in ClickUp?

Yes, you can create a basic personal CRM in ClickUp using the free version. This includes creating tasks, lists, and docs. However, some features, such as custom fields and unlimited integrations, are only available in the paid plans.

What Personal CRM Features Are Missing When You Use ClickUp?

While ClickUp is a powerful tool, it’s not specifically designed as a CRM, so there may be some CRM-specific features that it lacks. These could include:

  1. Contact Scoring: Many CRM systems include a feature for scoring contacts based on their interaction history, which can be helpful for prioritizing relationships. This is not a built-in feature in ClickUp.
  2. Email Integration: While ClickUp does integrate with some email providers, it may not offer the same level of email integration as some CRM systems do, such as tracking email opens or clicks.
  3. Detailed Contact Profiles: While you can create a detailed profile for each contact using tasks and docs, it may not be as streamlined or visually organized as a dedicated CRM system.

Despite these limitations, ClickUp’s flexibility and range of features make it a strong choice for a personal CRM, especially for those who are already using it for other aspects of their productivity system.

ClickUp Personal CRM Pricing

ClickUp offers several pricing tiers:

  1. Free Forever: This plan is best for personal use and includes 100MB storage, unlimited tasks, unlimited free plan members, two-factor authentication, collaborative docs, whiteboards, everything view, real-time chat, kanban boards, sprint management, native time tracking, calendar view, in-app video recording, and 24/7 support.
  2. Unlimited ($5 per member per month): This plan is best for small teams and includes everything in the Free Forever plan plus unlimited storage, unlimited integrations, unlimited dashboards, guests with permissions, unlimited Gantt charts, unlimited custom fields, column calculations, email in ClickUp, teams (user groups), goals & portfolios, form view, resource management, agile reporting, and AI compatibility.
  3. Business ($12 per member per month): This plan is best for mid-sized teams and includes everything in the Unlimited plan plus Google SSO, unlimited teams, custom exporting, advanced public sharing, advanced automations, advanced dashboard features, advanced time tracking, granular time estimates, workload management, timelines & mind maps, goal folders, and AI compatibility.
  4. Business Plus ($19 per member per month): This plan is best for multiple teams and includes everything in the Business plan plus team sharing, subtasks in multiple lists, conditional logic in forms, custom role creation, custom permissions, custom capacity in workload, increased automations & API, admin training webinar, priority support, and AI compatibility.
  5. Enterprise: This plan is best for many large teams and includes everything in the Business Plus plan plus white labeling, advanced permissions, enterprise API, unlimited custom roles, team sharing for spaces, default personal views, MSA & HIPAA available, single sign-on (SSO), live onboarding training, access to managed services, and AI compatibility.

Please note, it’s always a good idea to check ClickUp’s pricing page for the most current information.

In conclusion, ClickUp is a powerful and flexible tool that can be effectively used as a personal CRM. While it may lack some CRM-specific features, its wide range of capabilities and customization options make it a strong choice for managing and tracking your personal relationships.


Key Strengths of ClickUp CRM

Users praise ClickUp for its flexibility and broad feature range, including project and task management, goal tracking, document sharing, and team collaboration. Siokas from the mechanical engineering industry has been using ClickUp daily for more than two years and has highlighted the ability to integrate different tools and apps to increase productivity.

Additionally, ClickUp’s customizability is a boon for many users. The platform can be tailored to fit the needs of a team or a specific project, which has been appreciated by many users. Another key strength is the regular introduction of new features and enhancements, which keeps the platform innovative and exciting.

Ideal Users of ClickUp CRM

ClickUp CRM appears to be loved by users from diverse industries, including mechanical engineering, nonprofit organization management, marketing and advertising, hospital and healthcare, and pharmaceuticals. The tool seems to be ideal for teams that need to collaborate on a wide variety of projects and tasks, whether they be large or small. ClickUp’s ability to handle complex project management needs makes it suitable for businesses of all sizes.

Strengths of ClickUp CRM

Users have highlighted several strengths of ClickUp CRM. The ease of integrating with other apps and its user-friendly dashboard have made it a preferred choice for many. The rich functionality, combined with a customer service team that has received rave reviews, have been noted by many as ClickUp’s standout features.

Weaknesses of ClickUp CRM

On the flip side, there are a few areas where ClickUp users believe there is room for improvement. Automation features are considered difficult to use, especially without a preview. This has made it challenging for some users to understand the impact of their changes before implementation. Some users also mention the steep learning curve, especially if one wants to maximize the use of all its functionalities.

Bug issues have also been reported, although ClickUp’s response assures users that these issues are being worked on relentlessly by their developers spread across eight timezones.

Top 5 Features Users Love about ClickUp CRM

  1. Integration with other apps: ClickUp’s ability to integrate with other tools and apps is a highlight for many users, allowing them to boost productivity significantly.
  2. Customizable Dashboard: Users love the customizable dashboard that can be adapted to their team’s specific needs and projects.
  3. Task Management: ClickUp’s task management features stand out and seem to meet the needs of teams managing multiple tasks across various projects.
  4. Document Sharing: The ease of sharing documents has been a valuable feature for users, helping them collaborate effectively.
  5. Goal Tracking: Users appreciate the goal-tracking feature, which allows them to keep an eye on their project goals and milestones.

Good Use Cases for ClickUp CRM

ClickUp CRM is ideal for team collaboration, project management, and task management. It’s perfect for businesses with complex workflows that require detailed tracking of tasks and time spent on each. Companies looking for an all-in-one productivity solution will find ClickUp a worthy contender.

How Easy is ClickUp CRM to Learn?

While ClickUp CRM is praised for its extensive feature set, users have highlighted a steep learning curve, particularly for maximizing its functionality. However, once users get the hang of it, they seem to appreciate its efficiency and customization.

Opinions on ClickUp CRM Pricing

Users seem to find ClickUp’s pricing to be fair, offering good value for money. The number of free features that competitors charge for has been particularly appreciated. Melanie, a nonprofit organization consultant, chose ClickUp over competitors because of its cost and the number of free features.

ClickUp CRM vs Competitors

ClickUp has been chosen over several competitors like Trello, Asana, Microsoft Planner, Microsoft Project,, and Smartsheet, for various reasons. Its user-friendly dashboard, ease of integration with other apps, and superior task management capabilities have given it an edge over others.

ClickUp CRM Alternatives

While ClickUp has been lauded for its features, some users have considered alternatives like Microsoft Planner, Trello, Microsoft Project, Asana,, Smartsheet, and Notion.

Types of People who are Using ClickUp CRM

ClickUp seems to be popular across various industries. From project managers in industrial engineering to marketing professionals and health care administrators, people across various roles and domains seem to be utilizing ClickUp CRM to their advantage.

Features that are Missing from ClickUp CRM

Users have reported a few features that could improve ClickUp’s functionality. For instance, a preview for automation features to better understand their impact before implementation would be beneficial. Also, a reminder system that works outside of the software has been desired by some users.

In summary, ClickUp CRM, with its extensive features and customization abilities, has positioned itself as a versatile tool for teams across various industries. While there are a few areas for improvement, users appreciate its all-in-one approach to productivity and collaboration.

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