Bring your CRM, pipeline, and customer collaboration into one platform—all powered by AI that helps your teams accelerate deals, improve retention, and grow revenue.
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CRM Views
Manage everything from sales pipelines, customer engagement, and orders with ClickUp's 10+ highly flexible views. Easily track and manage your accounts on a List, Kanban Board, Table view, and more.
Performance Dashboards
Create high-level views to monitor customer lifetime value, average deal sizes, and more. ClickUp's 50+ Dashboard widgets make it easy to visualize all of your customer data in one place.
Email Management
Eliminate silos and fast-track communication by integrating your emails with ClickUp. Collaborate on deals, send project updates to clients, and onboard customers with a single email hub.
Relationships
Create your ideal system to store and analyze contacts, customers, and deals. Add links between tasks, documents, and more to easily track all your related work.
Automations & Forms
Automate handoffs, status updates, and more.
Automatically assign tasks for each stage of your pipeline, trigger status updates based on activity, and switch priorities to alert your team on where to focus next.
Features
Organize your accounts with a scalable hierarchy of Folders and Lists. Share projects with your clients and set granular permissions to control who sees what.
Manage your sales and account pipeline with custom status workflows. Save templates to manage everything from leads and clients to project deliveries.
Add custom fields to track orders, leads, scoring, and more. Save every datapoint and make reports for smarter analysis.
Add comments and assign them to clients or guests for quick approval. Or assign your team so they know exactly what comes next to close the deal.
Collaborate and chat with your team from your desktop, mobile, and browser. Send attachments, embed HTML and Google Docs, unfurl task links, and more.
Add custom tags to your tasks to organize your accounts. Filter and sort any task or account by specific tags to quickly find what you're looking for.
Create docs, wikis, SOPs, proposals, and more. Embed Google Sheets, add rich formatting, leave comments, and edit with your team in real-time.
Set a clear order of operations with Task Dependencies by marking tasks as "waiting on" or "blocking" others. Link similar tasks together to easily jump between related work.
Calculate numeric fields in List view to quickly total contract values, determine total cost to close, revenue, and more.
Add a location field to see where your customers are on a map. Organize locations by account type, status, and more to get a geographic view of your clients.
Templates
Integrations
Sync your team's most important apps to ClickUp in seconds.
Testimonials
From our Blog
Unify CRM workflows, automate account management, and close more deals—all in one platform.
