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One of the most common use cases for ClickUp's Relationships and Rollups Custom Fields is building a CRM directly in ClickUp.

In this video, you'll learn how you can construct a basic client management database from scratch within one ClickUp Folder as well as how you can use the relational database features to improve your Sales and Onboarding workflows in ClickUp.

Here's what we'll cover:
0:00 CRM in ClickUp Sneak Peek
0:36 Who's the talking head?
1:10 How to Build a CRM in a ClickUp Folder
2:39 Add Custom Fields in ClickUp for a Client Database
4:28 How to setup ClickUp Relationship Custom Field
6:19 How to setup Rollup in ClickUp
10:02 Build services/orders log in ClickUp
11:11 Edit this CRM for an Online Course/Membership
12:57 Add Custom Views for Lists and Folders
13:33 Can Clickup replace a CRM? My two cents.

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