ClickUp Automations - Super Power your CRM
In this episode, Nick Baldo introduces ClickUp as a CRM tool, discussing its features and how to set up automation. He explores the use of Virtual Assistants in task preparation and delves into advanced automation techniques. The discussion also covers follow-up tasks in CRM, the versatility of CRM in business, and the promotion of the SuperVA course. The episode wraps up with a mention of resources available on incomedigs.com.
Key Points
- ClickUp can be effectively used as a CRM to automate process flows, including the use of features like follow-up aging calculations and automatic updating of stage dates when moving through different stages of a sales pipeline.
- Automations in ClickUp can be created to assist Virtual Assistants with tasks such as prepping estimates and proposals when opportunities reach specific stages, improving efficiency and reducing the need for manual entry.
- By leveraging ClickUp's customization and automation capabilities, real estate investors and their bookkeepers can manage their sales processes and follow-ups more effectively, allowing them to focus on closing deals and growing their business.
Enroll to Super VA: https://www.incomedigs.com/sva Enroll to Real Estate Accounting Bootcamp: http://bit.ly/reabcourse (Enter Code YOUTUBE50 for $50 off!) Download our guide: https://www.incomedigs.com/qbosetupguide
ClickUp automations are super powerful and really easy to use. Check out how I use some simple automations to super power my CRM.
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Transcript
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