ClickUp Dashboard: crm for whatsapp companies

[Ehsanuls55]

Organize and visualize client information and project status with custom views in ClickUp ClickUp Dashboards bring all of your client data together in one interactive, real-time view. With over 50 widgets to choose from, you can easily visualize essential metrics like revenue forecasts, customer lifetime value, and sales conversion rates.

Visualize your CRM data, sales pipeline, and team performance at a glance with ClickUp dashboards

And that’s not all! ClickUp Automations further reduces the burden of repetitive tasks, making workflows more efficient. Tasks are automatically assigned as they progress, and triggers notify teams or clients when important changes occur.

Custom Automation in ClickUp

Streamline your workflow by setting up ClickUp Automations for repetitive tasks germany whatsapp number data and task assignments

Let's look at these examples:

Automation Trigger Action Script CRM Use Case Example When a task is created, send an email to the assigned sales rep with the task details. ClickUp automatically sends an email with all relevant information to the assigned rep | When a sales proposal task goes to "Needs Approval", ClickUp reassigns it to the department manager for final review and approval | If the "Priority" custom field changes from "Medium" to "High", ClickUp CRM adds a comment to inform the team of the change

Speaking of communication, ClickUp Email by ClickUp lets you send project updates, communicate with clients, and manage email threads, all from within the ClickUp CRM app . Plus, you can link emails to specific tasks, ensuring that all communication related to a task or project is organized in one place.

Team members can chat about tasks, updates, and customer needs directly within the ClickUp Chat app . This makes conversations fast and focused, without having to switch apps.