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Sustainably Growing Your Agency with Gray MacKenzie

Agency Journey

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How to Use ClickUp for Your Sales Pipeline

Do people use ClickUp for their sales pipeline? There are, we are working with agencies who are using ClickUp as a CRM. That's not my standard recommendation. We'll draw the line and say, hey, pretty revenue, push that into HubSpot or push that into the CRM that you have in place. Post revenue, once someone signed up, that certainly has to live inside ClickUp. Any other use cases that you're like, you know what, ClickUp is great for all this other stuff. This is not something that you should run and click up like an external tool.

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