Crm Views
See client relationships at a glance.
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.
The #1 CRM in the world
Accelerate client growth and customer satisfaction with ClickUp, rated #1 CRM worldwide by G2.
Visualize pipeline
Track and manage accounts
Collaborate with your team
Streamline customer workflows
Join 2 Million Highly Productive Teams
Performance Dashboards
Analyze data for customer insights.
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
Centralize customer outreach.
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
Build the perfect customer database.
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
Streamline customer workflows with 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.
- Organize Customers
- Manage Pipeline
- Track Orders
- Work With Clients
- Discuss Initiatives
- Tag and Filter
- Draft Docs
- Set Processes
- Calculate Deal Size
- Add Geographic Data
Features
Simplify account management.
- Organize Customers
- Manage Pipeline
- Track Orders
- Work With Clients
- Discuss Initiatives
- Tag and Filter
- Draft Docs
- Set Processes
- Calculate Deal Size
- Add Geographic Data
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.
integrations
Integrate your favorite CRM tools.
Sync your team's most important apps to ClickUp in seconds.
Templates
Get started with a template.
Testimonials
Businesses love using ClickUp for their CRM.
Walter PSales Manager
I can have a CRM, project management and production tracking, all under one tool.
Tony SSmall Business Owner
ClickUp replaces a lot of different apps such as Trello, Dropbox, JIRA, Todo apps, team collaboration apps, chat apps, Evernote and even CRM.
Victor MAccount Manager
ClickUp is a complete platform that solves various functions of my company. I use it to manage sprints for my development teams, my marketing flow, and to manage a personalized CRM circuit with my clients.
