Xtensions

Enhanced Client Management System for Project and Contact Linking

#clickup

Many ClickUp users express a pressing need for a more robust client management system within the platform. Users often manage multiple projects and need a centralized mode to manage all client-related information effortlessly. The absence of a simple but comprehensive system makes it challenging to keep track of client data such as contact details, project associations, and communication histories. A dedicated client management extension would greatly benefit users by streamlining these processes, minimizing the need for third-party CRM tools, and ultimately enhancing productivity and client relationships.

🗒️ Feature Requests

  • Client Dashboard:
    A fully customizable client dashboard that allows users to view and manage all data related to a specific client, including active projects, contact information, communication logs, and any other relevant data.
  • Client Communication Log:
    A chronological log of all communications, including emails, calls, and meetings, sortable by date and type. This feature should integrate seamlessly with email and call systems to automatically record interactions.
  • Automatic Client-Project Linking:
    The extension should automatically link clients to their respective projects for easier tracking and management. Users should be able to see all the projects related to a client directly from the client’s dashboard.
  • Enhanced Contact Information Management:
    A feature to manage detailed client contact information within ClickUp effortlessly. This should include fields for storing multiple contact numbers, email addresses, and physical addresses, and the ability to quickly import and export these details.
  • Project-Level Client Access and Permissions:
    Clients should have the ability to log in and view the progress of projects they are linked to, with adjustable permission settings to control what information is visible to them.
2278 ClickUp users requested this feature. Interested in build this extension? Join our Discord!