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ClickUp CRM Template

Improve client health, sales to delivery handoffs, and close rates by effectively tracking and managing your deals, companies, and contacts in ClickUp. 

Everything You Need to Track Client Relationships

Gain a clear and detailed understanding of your client relationships by seamlessly monitoring everything from contacts and services provided to goals and NPS scores and beyond!

Actionable Insights & Healthy Habits

Build a central dashboard where your account managers will post weekly updates on client projects. This allows your leadership team to easily surface key intel and convert them into tasks to help get ahead of potential client issues.

Tracking Client Updates in ClickUp CRM


Greater Visibility Into All of Your Accounts

Monitor account status, health, NPS ratings, client objectives, service(s), billing, client leads, and more to understand which clients are in good shape and which require more attention.

Tracking Client Health in ClickUp


Increased Efficiency in Handoffs

Build a single source of truth to avoid context switching between apps and streamline handoffs between team members—especially your sales-to-delivery handoff!

Sales to Delivery Handoffs in ClickUp


Track Deal Flow Across Every Stage

Effortlessly monitor every step of your deals, from initial opportunity to sending contracts, all the way to successfully closing them.

ClickUp Sales CRM


Manage Company Data in One Place

Track and manage your current or potential customers' locations, team sizes, websites, and more.

Tracking Companies in Clickup


Track and Organize Your Leads and Contacts

Efficiently track and organize your contacts and leads within ClickUp, seamlessly connecting them to your ongoing deals and company information.

Tracking Contacts & Leads in ClickUp


The #1 ClickUp CRM Solution

The ClickUp CRM Template by ZenPilot provides you with everything you need to improve client relationships.

ClickUp CRM Template by ZenPilot


  • ✅ Customizable Deals, Companies, and Contacts Trackers
  • ✅ 14 Unique ClickUp Views for Leadership, Account Managers, and Sales
  • ✅ 24 Custom Fields to Track Deal Stages, NPS, Statuses, Addresses, Objectives, Health Scores, Service(s), and More!
  • ✅ New Deal/Client Onboarding Form
  • ✅ Weekly Update Template for Account Management
  • ✅ Detailed Setup Instructions and Training Videos


Team Capacity Improvement


Avg Gross Margin Growth


Avg Client LTV Increase

ZenPilot Testimonials

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Our team is more efficient, productive, and healthier. I was always wary of how much of our work could be put into processes, but this has completely changed my mind. If you want to take your agency to the next level, ZenPilot is a must!

Kyle Harms, Digital Hot Sauce
Kyle Harms

Digital Hot Sauce

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They provided the tools, processes, and in-depth knowledge to allow us to successfully migrate our entire business to ClickUp in just a few weeks. We would recommend ZenPilot to anyone considering a move to ClickUp.
Andrew Cole, Fat Earth
Andrew Cole

Fat Earth Media

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They saved us a lot of time and trouble, and we've had many amazed comments from clients and colleagues about how organized our process is now.

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Arianne Foulks


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Since following ZenPilot's strategy and best practices, our team is saving hours per team member every week. Communication has improved across the team and we're able to give our clients better visibility in their campaigns. Margins have increased because of the efficiency as well.
Chris Dubois

Lean Labs

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Leadership now has a clear view of bandwidth and capacity, the staff understands exactly what is expected of them when they sit down every morning, and our clients have improved visibility into their deliverables.
Kevin D'Arcy, ThinkFuel
Kevin D'Arcy


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We are more efficient than ever and have streamlined our communication so it's organized and on task, vs having a huge Slack channel or Slack mess.
Josh Crouch, Relentless Digital
Josh Crouch

Relentless Digital

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ZenPilot has been the most impactful agency operations investment we’ve ever made. They understood our situation, know ClickUp inside out, and led our team to a successful implementation. If you’re serious about scaling your agency, you need to talk to ZenPilot - they transformed how we work and led a 300% improvement in efficiency.
Michael Lisovetsky

Co-founder JUICE

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ZenPilot came in with a framework, implementation, and training resources to move our agency through a lot of change in the way our 30 member team does things....change management that is super hard like task and time tracking! They really know ClickUp, and we do some crazy complicated things in there. If you need help scaling and measuring operational performance in your agency, ZenPilot is a great partner to get it done.
Ben Labay
Ben Labay

CEO, Speero

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Our agency has tried many project management tools over the years, but when we migrated to ClickUp we finally felt like we got it right. But hiring ZenPilot to help us implement it was an even better decision -- easily the best investment we made in our agency's growth. In the year since implementing ClickUp, our business has doubled, and our project management systems and structure have been able to adapt and scale with us.

Whitney Parker Mitchell

CEO & Founder, Beacon Digital Marketing

Turn productivity into profit. We're your agency operations co-pilot.

Our clients benefit from our comprehensive library of pre-built ClickUp templates, agency-specific training and certification programs, and an automation engine to help double their productivity.