Quick ClickUp CRM & Email Setup
Budget: €30 – €250 EUR
I want my ClickUp workspace to run as a light-weight sales CRM in the next couple of hours. The focus is to
• configure the Sales pipeline space and views
• hook up my Google/Outlook calendar so meetings sync automatically
• turn on ClickUp Email, connect my domain, and create automation rules (send, reply, tag)
• enable ClickUp AI and build a few ready-to-use sales-oriented prompts that generate email copy on demand
For content, I need three practical sales email templates—welcome, follow-up, and promotional—ready to drop into the Email module, plus a short explanation or Loom walkthrough that shows me how to tweak them and reuse the AI prompts.
Everything should be set, tested, and demonstrated within 1–2 hours. If you know your way around ClickUp automations, calendar sync, and the new AI writer, this will be a quick win for both of us.
if you you have good click up skils, please type in your bid "Click up"
• configure the Sales pipeline space and views
• hook up my Google/Outlook calendar so meetings sync automatically
• turn on ClickUp Email, connect my domain, and create automation rules (send, reply, tag)
• enable ClickUp AI and build a few ready-to-use sales-oriented prompts that generate email copy on demand
For content, I need three practical sales email templates—welcome, follow-up, and promotional—ready to drop into the Email module, plus a short explanation or Loom walkthrough that shows me how to tweak them and reuse the AI prompts.
Everything should be set, tested, and demonstrated within 1–2 hours. If you know your way around ClickUp automations, calendar sync, and the new AI writer, this will be a quick win for both of us.
if you you have good click up skils, please type in your bid "Click up"