It’s Live: ClickUp CRM build + Priority Implementation for Subscribers

Hi there,

Quick milestone I’m excited to share: I launched my YouTube channel yesterday and Episode 1 is live: Setting up ClickUp as a CRM (step-by-step). It’s the same practical approach I use with clients: clean structure, the right fields, and automations that reduce clicks and missed follow-ups.

Watch Episode 1: Setting up ClickUp as a CRM

• Watch now:

• Subscribe for new builds: https://www.youtube.com/@itvisionists

 What the channel will cover:

• ClickUp builds you can copy: CRM, client portals, onboarding, delivery

• Views, custom fields, and permissions that keep your workspace clean

• Automations that remove manual follow-ups and status chasing

• Short “why it works” breakdowns so you can adapt to your business

Submit your workflow to be featured (kept anonymous)

Submit your workflow here:

Subscriber perk: priority implementation

Newsletter readers get priority for done-for-you builds once you submit the form.

What’s inside Episode 1 (at a glance)

• Structure for Contacts, Companies, and Deals

• Pipeline stages + must-have custom fields

• Key views: Pipeline, My Deals, Closings This Month

• Automations for next actions and handoffs

• A simple follow-up system so leads don’t slip

Links recap

• Watch the video

• Subscribe to the channel

• Submit your workflow (anonymous build)

This Week in blog

Thanks for being here - subscribers like you are the first to get builds, templates, and implementation slots.

Hina

IT Visionists

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