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This is the ultimate template for all agencies, especially a creative agency or marketing agency. It includes everything you need to manage your sales pipeline, project scoping, resource management, client onboarding, project delivery, change requests, client feedback, and more.

Agency Management

This template provides Agile Scrum teams a solution that standardizes delivery of software following the agile scrum methodology - from backlog grooming, sprint planning and daily standups all the way through to sprint reviews and retrospectives. Help your product, engineering, and QA teams collaborate better together.

Agile Scrum Management

Customer relationship management (CRM) is the foundation for building relationships with your prospects and customers. This lightweight and powerful CRM has everything you need to manage your sales pipeline, including tracking of leads, deals, accounts, and contacts. It helps you to qualify leads, win deals, and build relationships with your customers.

CRM

Done with inefficient meetings? We are too. That's why we created a solution to eliminate time wasted in meetings so that everyone can spend more time on what matters most. This template mirrors how Zeb Evans, ClickUp CEO, runs his executive team meetings. Use this template to run meetings or effectively leverage your executive assistant/chief of staff to keep everyone productive: from meeting, to execution, to followup.

Executive Meeting Template

Take a look behind the curtain at how ClickUp's marketing team uses ClickUp internally to manage all their marketing funnel planning. Use their very same process to manage your marketing processes. Includes a detailed Whiteboard and List for all your planning needs!

Integrated Campaigns

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