ClickUp x Mews Business Intelligence Integration Idea
Connect ClickUp with Mews Business Intelligence to create a live sales performance dashboard that reflects real time CRM activity and confirmed revenue. Sales tasks in ClickUp can be filtered by status such as Hot Lead, Proposal Sent, Closing Soon, or Closed Won. Once a deal is marked as closed in ClickUp, the data flows into Mews BI to reflect total sales pickup, revenue pace, and conversion trends.
This integration would allow the team to:
• Track total Sales Closed versus pipeline value directly inside Mews
• Monitor Hot Closing opportunities and expected pickup for upcoming periods
• Align CRM actions with actual room nights, buyouts, and event revenue
• Reduce manual reporting between Sales and Reservations
• Build automated dashboards showing pace, lead source performance, and closing ratios
Operationally, ClickUp remains the working CRM where the team manages leads and tasks, while Mews becomes the single source of truth for performance insights and financial tracking. The result is clearer forecasting, faster decision making, and full visibility of sales momentum across the property.