How to Use Clickup as a CRM [Replace Dubsado!] | Amanda Kolbye

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  • Опубликовано: 21 окт 2024

Комментарии • 12

  • @janaecarlee
    @janaecarlee Год назад

    I am in the discovery phase-collecting information to build out my strategy plan for shifting my business. I love Clickup and Dubsado individually, and this helps me see how to use them together. Thank you for taking this time!

  • @letsgoviral777
    @letsgoviral777 8 месяцев назад

    Phenomenal video. Just what I was looking for. However I'd love an updated version to include the 2024 ClickUp 3.0 and it's features. There are also several questions in the comment section that I'd love to see answered as well. Thanks for the info Amanda.

  • @henrykirsch7498
    @henrykirsch7498 Год назад +4

    I enjoyed the different examples you used, Amanda, to show how statuses can be used for clients. One key element lacking in your video, however, is explaining what to do with past clients. As the years go by, the number of past clients grows larger. How do we organize the list of past clients? How can we use Clickup to market to them and turn past clients into leads again? I acknowledge, Clickup is not a marketing tool but there must be a way to capture all closed projects/clients in a coherent way. I would enjoy a video on this topic if you’re so inclined. Thanks again, great video.

    • @angiecibis
      @angiecibis Год назад +1

      Wondering about this as well.

  • @DarpanSaxena
    @DarpanSaxena 2 года назад +2

    Your channel is greatly underrated! Ready good information, Amanda. I’m an entrepreneur - this is great information.

  • @tameekadensmore4109
    @tameekadensmore4109 2 года назад +2

    What was the name of the email tool that you mentioned that you use? Also, what do you use to replace invoicing in Dubsado? I'm guessing automations but would love more info.

  • @franciscochaves-dreamcode8420
    @franciscochaves-dreamcode8420 2 года назад

    Amazing information about how we can levarage ClickUp features. Thanks a lot!

  • @kayciherring1227
    @kayciherring1227 2 года назад

    Hi Amanda, I just stumbled on you today. Love this video. Do you have any recommendations for courses to really immerse myself into clickup. I would love to build my skill set and confidence in this program.

  • @fermultimedia
    @fermultimedia Год назад

    what skin are you using? My dashboard looks differnt (the styling of tabs etc.)

  • @larrybrazielconsulting
    @larrybrazielconsulting 2 года назад

    Amanda.. I can't download the templates as it's asking me to sign into ThriveCart and I don't have a login. When I say I don't have a login, it wants me to purchase it for $500. Your links need to be fixed.

  • @mountainseeker2844
    @mountainseeker2844 11 месяцев назад

    Seems like a lot more money and time paying for 3 apps instead of one.