Sales & CRM
Account Management
This is the perfect way to track a user's latest activity, contacts, account renewals, and risks. With your playbook just a click away, account management will be a breeze!
Account Planning
Effective account management includes both sustaining current opportunities and developing new business. This template offers an efficient approach to managing all of your accounts, notes, and follow ups in one location. You can focus on timelines and priority accounts with different views to choose from.
All Hands Meeting
Company-wide meetings are vital to keeping communication open across the organization, and ensuring everyone is aligned and up to speed with individual and group targets. There's room to share information from updates to announcements about future agendas and encourage collaboration, clarity, and alignment.
B2B Sales Strategy
The success of your business usually depends on a well-crafted sales strategy. With this, ClickUp got you this B2B Sales Strategy template to assist you in developing this very important document.
Bonus Matrix
Have a clear overview of your employee incentive program using this Bonus Matrix template that ClickUp has stored for you!
Brand Management
Stay on top of all things client related. This template allows you to track all activities for your clients in addition to documenting style guides and internal processes. #brand management #clients #SOPs #style guide
Business Development Plan
A Business Development Action plan outlines your strategy for achieving growth objectives. Either a short-term or long-term focus is possible. As often as you can, review and modify your plan.
Business Directory
Without any means of contact, connecting with many businesses in a given area might be stressful. You may learn more about a company and establish contact with them quickly by using the ClickUp Business Directory template.
CRM
Manage your leads, customer relationships, and sales pipeline all in one place with ClickUp.
CRM
Customer relationship management (CRM) is the foundation for building relationships with your prospects and customers. This lightweight and powerful CRM has everything you need to manage your sales pipeline, including tracking of leads, deals, accounts, and contacts. It helps you to qualify leads, win deals, and build relationships with your customers.
Client Success Collaboration
Guide your team to a smooth transition from sales, client onboarding, to production. This template will provide a clear path and align your Sales and Production teams, ensuring a great customer experience.
Commission Info
It can be hard to keep track of your commissions and income. However, not keeping track of your commission payments can lead to missed opportunities and lost money. Our simple commission tracking template will help you easily keep track of your incomings and outgoings, so you never miss a payment again.
Commission Tracking
Make commission tracking easy by keeping it all in ClickUp! We'll calculate everything for you and show exactly how each number is calculated, so you can focus on your team.
Customer Onboarding
This template provides the basic step-by-step process when onboarding a customer
Daily Sales Report
The Daily Sales Report is designed to provide you with a summary of your sales reports at the end of each day. Learn more about which products are selling well.
Decision Tree
This decision tree whiteboard is a way to map out possible outcomes of related choices and can be used either to drive informal discussion or to map out an algorithm that predicts the best choice mathematically.
Drip Campaign
This Drip Campaign template offers you an option to send a succession of pre-planned, automated emails to existing and new clients in order to drive interaction and sales. The multi-step communication thread can be prompted by time, the recipient's past actions, website activity, and other specified characteristics.
Elevator Pitch
Easily create an elevator pitch with this template as an outline to create a compelling speech. Now you can brainstorm with your team and get things done efficiently and on time!
Email Campaign
The Email Campaign Task Template offers a framework to cater to the client's intention of boosting brand exposure, fostering engagement, nurturing leads, closing sales, etc.
Feedback Form
Digital forms are a great way to collect customer feedback. Use this Feedback Form template to customize your feedback a collection and view all your feedback in one place so that you can improve your products and services.
Follow Up Email
Follow-up emails are very crucial in keeping your prospective clients. However, sometimes, a generic structured email is not enough to keep them engaged. With this ClickUp Follow-Up Email template, you can consolidate all your email templates for different use cases in one task.
HubSpot - Creating Buyer Personas
This HubSpot guide will help you create a buyer persona effectively. Use this as a guide to understand the different ways how to comprehensively research and create the buyer persona your organization needs.
HubSpot - Getting Started: HubSpot Setup
Ready to start your HubSpot journey? This task template covers everything you need to set up your HubSpot personal account and application settings for your convenience.
HubSpot - Guided Client Onboarding 3.0
This project would facilitate agencies to guide their channel clients through the onboarding process with HubSpot.
HubSpot - Guided Client Onboarding | Sales Hub - Implementation & Enablement
This task template will help your organization implement the core HubSpot CRM & Sales tools and train your sales team on using those tools.
HubSpot - Guided Client Onboarding | Service Hub - Implementation & Enablement
Implement the core HubSpot CRM & Sales tools, then train your sales team on using those tools!
HubSpot - Onboarding Topics
Onboarding to new software like HubSpot can be overwhelming. To ensure you don't miss a beat, apply this HubSpot checklist!
HubSpot - SHE (Sales Hub Enterprise) Onboarding Checklist
Need help in setting up Sales Hub Enterprise? This task template outlines the recommended implementation of Sales Hub Enterprise from start to finish.
HubSpot - Sales Goal: Getting Started with Sales Hub
This task template guides you through the steps on how to get the ball rolling on your own Sales Goal with Sales Hub
HubSpot - Setting up the HubSpot CRM
This task template will help you go through the setup process of the HubSpot CRM for your organization with ease.
HubSpot Account Setup by ZenPilot
Activate this template by ZenPilot.com to unlock a step-by-step task list to configuring a new HubSpot account. Check out the setup doc for detailed instructions!
Payment History
If you are working with all your payment transactions — we’ve got you covered. This ClickUp template will provide an easy way to manage both your personal and business payment transactions. It will give you the ability to capture all your financial transactions and be ready when someone asks for proof/ record of payment.
Presentation
You can now create your presentation here in whiteboard! Play with our premade presentation outline and customize it according to your liking as you go. The template enables you to easily organize the sections of your presentation.
Price List
Manage your service and product prices directly within ClickUp. This template is useful for product base companies and service providers!
Pro forma Statement
Pro forma predictions focus on looking forward to attempting and forecasting future financial trends and how potential contingencies might affect the business. Fortunately, you may accomplish it with the use of this Pro Forma template.
Procurement
Manage your procurement process from start to finish with ClickUp! Receive intake requests from your stakeholders, accept pricing proposals from suppliers, and get ahead of key contract negotiations. With this template you can track spend/savings, as well as categorize your supplier base by Tier and Risk. #Procurement #StrategicSourcing
Product Pricing
An updated product pricing is a must for inquirers to be converted into customers. You can now create a pricing list of your offered products/services using this list.
Quick Start: Sales & CRM
Quick Start templates are designed to help you get up and running with ClickUp faster. This one features management of leads, deals, accounts, contacts, and a team wiki to foster knowledge sharing. Streamline your sales pipeline and close deals faster!
Quote Form
Collect potential clients' information in a simple online quotation form and present them with a quote for your services.
Request for Quote
After providing a prospective vendor with a document explaining your project's objectives, budget, and schedule, you send them a Request for Quote (RFQ). Your bidder suppliers will be better able to grasp the project scope and determine whether they want to enter the competition if you provide them with an RFQ and project information.
Sales CRM
Manage and track leads and accounts using an easy-to-use Sales CRM Template. Visualize sales opportunities in the sales funnel. Keep all contacts in a organized list to run your business smoothly.
Sales Calls
Sales Calls Template offers you a sales calls pipeline that helps you convert prospecting leads to your clients. This template also includes a list wherein you can dump your standard sales call scripts.
Sales Forecast
Using ClickUp's Sales Forecast Template, businesses can effectively manage cash flow and devote resources to future growth. This forecasting template can also be used to predict short- and long-term business performance by precisely estimating expenditures and revenues.
Sales KPI
Sales KPI helps to track all sales metrics from multiple angles. The KPI's offer a consistent approach for monitoring and improving sales performance, identifying opportunities and prospects, and increasing revenue generation.
Sales Monthly Report
Companies utilize monthly sales call reports to track an employee's sales call activity and Companies utilize monthly sales call reports to track an employee's sales call activity and how it has affected the company's overall monthly sales quota. The purpose of this monthly report is to provide an official record of all calls made and taken by the salesperson in a month.
Sales Onboarding
Here is a Sales Onboarding task template that will assist you in developing an effective onboarding process. You can easily train and equip new sales personnel with the resources they need to interact with their prospects and closed deals.
Sales Pipeline
The sales pipeline is the lifeblood of your business. It's essential to keep track of all your customers and leads from start to finish. ClickUp's Sales Pipeline Template gives you the ultimate toolkit for managing and optimizing each stage of the sales process. #CRM #Operations #Sales #Business #SOP #Client #Contact #lead #customer
Sales Pipeline
This template helps you manage your sales pipeline from lead qualification to deal conversion. Track your leads and deals, applying a consistent deal qualification framework and deal process to increase sales.
Sales Pitch
One of the biggest misconceptions in sales is that the top salespeople are born to sell. This is not the case, because the most effective sellers follow a scalable and repeatable formula. They gain new business through this method. To help you sell more effectively, here are some great examples of sales pitches you can refer to, courtesy of ClickUp.
Sales Plan
Sales Plan is one of the business' key drivers to success. Executing this planning process efficiently ensures sales momentum by getting you to the right people, and effective system implementation.
Sales Process
The sales process template serves as a reference point—a series of steps that tells each salesperson exactly what they need to take as they nurture a lead from prospect to customer.
Sales Report
Sales Report is a guide for monitoring the sales rundown of the organization. It shows the monthly, quarterly, or annual sales that have been generated.
Sales Strategy Guide
A sales strategy is a plan made by a person or a business to consistently and profitably sell goods or services in order to create and boost revenue. This tactic is regularly put to the test, reviewed, and improved to help you reach the desired outcomes of your sales organization.
Sales Tracker
A sales tracker is a tool that helps you keep track of and analyze all the moving aspects of your sales process, giving you visibility into the process. Visibility, in turn, aids in improved decision-making by sales teams and can streamline your sales strategy!
Salesman Report
Track and manage each team member's performance, analyze sales trends and check the performance of your business with the power of our Salesman Report
Simple CRM
Keep track of your contacts with ease. This simple CRM template allows you to customize your contact statuses and add additional fields for maximum contact organization and personalization.
Steps to Create Sales Funnel
This Sales Funnel template helps your sales teams to create an effective sales funnel for the organization. Efficiently forecast your sales, manage targets, and enhance your sales performance using your sales funnel phases' analytics.
Subscription Form
A Subscription Form helps in creating a database of subscribers for your email campaign. This ClickUp Subscription Form template is equipped with views and custom fields to assist you in creating an effective form that will capture the necessary details of your subscribers.
Weekly Sales Report
A Weekly Sales Report is a tool companies and people use to monitor sales performance and crucial KPIs, like lead-to-opportunity ratio, lead conversion ratio, sales volume by channel, and total sales per region, among many others.
