{"id":45205,"date":"2026-02-04T14:22:00","date_gmt":"2026-02-04T22:22:00","guid":{"rendered":"https:\/\/clickup.com\/blog\/?p=45205"},"modified":"2026-03-31T00:21:53","modified_gmt":"2026-03-31T07:21:53","slug":"crm-software-examples","status":"publish","type":"post","link":"https:\/\/clickup.com\/blog\/crm-software-examples\/","title":{"rendered":"11 Best CRM Software Examples and Their Use Cases to increase Productivity"},"content":{"rendered":"\n<p>If <em>find a new CRM software <\/em>made it to the top of your never-ending to do list, let\u2019s knock out this task today!<\/p>\n\n\n\n<p>CRM (Customer Relationship Management) is a system to manage day-to-day communications and data from prospects, contacts, and existing customers. They allow businesses to keep track of customer interactions and preferences, and to provide better customer service.&nbsp;<\/p>\n\n\n\n<p><strong>And with the right CRM software, sales and marketing teams are able to move items directly into a <a href=\"https:\/\/clickup.com\/blog\/crm-workflow\/\">CRM workflow<\/a> and get things done. <\/strong>They\u2019ll start their day knowing exactly what to do and where to locate resources.<\/p>\n\n\n\n<p>Not if, but <em>when <\/em>businesses need a proper system to keep teams focused and productive, you\u2019ll need <strong>specialized tools to bring results<\/strong>. To help you decide which CRM software will make the biggest impact on your team, we&#8217;ve put together 11 CRM examples and use cases.<\/p>\n\n\n<div style=\"border: 3px solid #000000; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-82f44262-7235-44e4-8a33-5949834e210a\">\n<h2 class=\"wp-block-heading\" id=\"0-%E2%8F%B0-60-second-summary-\">\u23f0 <strong>60-Second Summary<\/strong><\/h2>\n\n\n\n<p>When choosing a CRM that suits your needs, consider the following tools and their best applications for various types of users and businesses<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>ClickUp<\/strong> &#8211; Best for mobile CRM and project management for freelancers, startups, small businesses, and enterprises<\/li>\n\n\n\n<li><strong>HubSpot<\/strong> &#8211; Best for a full CRM solution suitable for freelancers, startups, small businesses, and enterprises<\/li>\n\n\n\n<li><strong>Zendesk<\/strong> &#8211; Best for help desk\/ticket CRM for startups, small businesses, and enterprises<\/li>\n\n\n\n<li><strong>Freshworks<\/strong> &#8211; Best for sales activity management for service businesses and enterprises<\/li>\n\n\n\n<li><strong>AgencyHandy<\/strong> \u2013 Best for client and sales pipeline management for agencies<\/li>\n\n\n\n<li><strong>Microsoft Dynamics<\/strong> &#8211; Best for operational CRM specifically designed for enterprises<\/li>\n\n\n\n<li><strong>BIGContacts<\/strong> &#8211; Best for contact management for freelancers, startups, and small businesses<\/li>\n\n\n\n<li><strong>Salesforce<\/strong> &#8211; Best for analytic CRM tailored to mid-sized businesses and enterprises<\/li>\n\n\n\n<li><strong>ActiveCampaign<\/strong> &#8211; Best for campaign management for freelancers, startups, small businesses, and enterprises<\/li>\n\n\n\n<li><strong>Pipedrive<\/strong> &#8211; Best for sales pipeline and deals management targeting mid-sized businesses and enterprises<\/li>\n\n\n\n<li><strong>Google Sheets<\/strong> &#8211; Best as a spreadsheet-based CRM for freelancers and SaaS businesses<\/li>\n<\/ul>\n\n\n<\/div>\n\n<div class=\"wp-block-ub-table-of-contents-block ub_table-of-contents\" id=\"ub_table-of-contents-13c46b3b-fed8-416c-908b-a904849bcc8a\" data-linktodivider=\"false\" data-showtext=\"show\" data-hidetext=\"hide\" data-scrolltype=\"auto\" data-enablesmoothscroll=\"false\" data-initiallyhideonmobile=\"false\" data-initiallyshow=\"true\"><div class=\"ub_table-of-contents-header-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-header\" style=\"text-align: left; \">\n\t\t\t\t<div class=\"ub_table-of-contents-title\">10 Best CRM Software Examples and Their Use Cases<\/div>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t<\/div><div class=\"ub_table-of-contents-extra-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-container ub_table-of-contents-1-column \">\n\t\t\t\t<ul style=\"\"><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-software-examples\/#1-crm-software-comparison-table\" style=\"\">CRM Software Comparison Table<\/a><ul><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-software-examples\/#2-how-we-review-software-at-clickup\" style=\"\">How we review software at ClickUp<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-software-examples\/#4-1-clickup-\" style=\"\">1. ClickUp<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-software-examples\/#7-2-hubspot\" style=\"\">2. HubSpot<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-software-examples\/#10-3-zendesk\" style=\"\">3. Zendesk<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-software-examples\/#13-4-freshworks\" style=\"\">4. Freshworks<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-software-examples\/#16-5-agencyhandy\" style=\"\">5. AgencyHandy<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-software-examples\/#17-6-microsoft-dynamics\" style=\"\">6. Microsoft Dynamics<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-software-examples\/#20-7-bigcontacts\" style=\"\">7. BIGContacts<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-software-examples\/#23-8-salesforce\" style=\"\">8. Salesforce<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-software-examples\/#26-9-activecampaign\" style=\"\">9. ActiveCampaign<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-software-examples\/#29-10-pipedrive\" style=\"\">10. Pipedrive<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-software-examples\/#32-11-google-sheets\" style=\"\">11. Google Sheets<\/a><\/li><\/ul><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-software-examples\/#36-frequently-asked-question-faq\" style=\"\">Frequently Asked Question (FAQ)<\/a><\/li><\/ul>\n\t\t\t<\/div>\n\t\t<\/div><\/div>\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"1-crm-software-comparison-table\">CRM Software Comparison Table<\/h2>\n\n\n\n<p>Here&#8217;s a quick overview of the use cases and business structures for each CRM!<\/p>\n\n\n\n<div class=\"wp-block-create-block-cu-table\"><table class=\"cu-block-table cu-block-table_row-headings cu-block-table_col-headings\"><caption class=\"visually-hidden\">crm comparison table displaying use cases and business types<\/caption><colgroup><col style=\"width:33%\"\/><col style=\"width:33%\"\/><col style=\"width:33%\"\/><\/colgroup><thead class=\"cu-block-table__header\"><tr class=\"cu-block-table__row cu-block-table__row_header\"><th scope=\"col\" data-align=\"center\" data-valign=\"center\">CRM<\/th><th scope=\"col\" data-align=\"center\" data-valign=\"center\">Use case<\/th><th scope=\"col\" data-align=\"center\" data-valign=\"center\">Best for<\/th><\/tr><\/thead><tbody class=\"cu-block-table__body\"><tr class=\"cu-block-table__row cu-block-table__row_body\"><th class=\"cu-table-block__cell cu-table-block__cell_row-header\" scope=\"row\" data-id=\"x6FnkKse8g\" data-row-header=\"CRM\" data-align=\"center\" data-valign=\"center\">ClickUp<\/th><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"gxbaks_g2W\" data-row-header=\"Use case\" data-align=\"center\" data-valign=\"center\">Mobile CRM and project management<\/td><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"Ln2yYS98yZ\" data-row-header=\"Best for\" data-align=\"center\" data-valign=\"center\">Freelancers, <a href=\"https:\/\/clickup.com\/blog\/crm-for-startups\/\">startups<\/a>, small businesses, enterprises<\/td><\/tr><tr class=\"cu-block-table__row cu-block-table__row_body\"><th class=\"cu-table-block__cell cu-table-block__cell_row-header\" scope=\"row\" data-id=\"RGJCb5drWq\" data-row-header=\"CRM\" data-align=\"center\" data-valign=\"center\">HubSpot<\/th><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"qt-AsbGf1-\" data-row-header=\"Use case\" data-align=\"center\" data-valign=\"center\">Full CRM<\/td><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"s3Mg44bqq3\" data-row-header=\"Best for\" data-align=\"center\" data-valign=\"center\">Freelancers, startups, small businesses, enterprises<\/td><\/tr><tr class=\"cu-block-table__row cu-block-table__row_body\"><th class=\"cu-table-block__cell cu-table-block__cell_row-header\" scope=\"row\" data-id=\"UuGix2LDT3\" data-row-header=\"CRM\" data-align=\"center\" data-valign=\"center\">Zendesk<\/th><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"gbvxlcV8ah\" data-row-header=\"Use case\" data-align=\"center\" data-valign=\"center\">Help desk\/Ticket CRM<\/td><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"lT2lfReEdO\" data-row-header=\"Best for\" data-align=\"center\" data-valign=\"center\">Startups, small businesses, enterprises<\/td><\/tr><tr class=\"cu-block-table__row cu-block-table__row_body\"><th class=\"cu-table-block__cell cu-table-block__cell_row-header\" scope=\"row\" data-id=\"8_C-3hisur\" data-row-header=\"CRM\" data-align=\"center\" data-valign=\"center\">Freshworks<\/th><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"Ja2W2qOmjA\" data-row-header=\"Use case\" data-align=\"center\" data-valign=\"center\">Sales activity management<br><\/td><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"JFmeyAt6Sa\" data-row-header=\"Best for\" data-align=\"center\" data-valign=\"center\"><a href=\"https:\/\/clickup.com\/blog\/crm-service-business\/\">Service businesses<\/a>, enterprises<\/td><\/tr><tr class=\"cu-block-table__row cu-block-table__row_body\"><th class=\"cu-table-block__cell cu-table-block__cell_row-header\" scope=\"row\" data-id=\"QGQasBIg-C\" data-row-header=\"CRM\" data-align=\"center\" data-valign=\"center\">AgencyHandy<\/th><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"SJwsvhqlxv\" data-row-header=\"Use case\" data-align=\"center\" data-valign=\"center\">Client &amp; agency management CRM<\/td><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"HDJp_NM3nV\" data-row-header=\"Best for\" data-align=\"center\" data-valign=\"center\">Agencies and service-based businesses<\/td><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"0vht0b0TpA\" data-row-header=\"\" data-align=\"center\" data-valign=\"center\"><\/td><\/tr><tr class=\"cu-block-table__row cu-block-table__row_body\"><th class=\"cu-table-block__cell cu-table-block__cell_row-header\" scope=\"row\" data-id=\"VTZlH3D4oZ\" data-row-header=\"CRM\" data-align=\"center\" data-valign=\"center\">Microsoft Dynamics<\/th><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"YemBW2I5Bu\" data-row-header=\"Use case\" data-align=\"center\" data-valign=\"center\">Operational CRM<\/td><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"MfTB8QTJOh\" data-row-header=\"Best for\" data-align=\"center\" data-valign=\"center\">Enterprises<\/td><\/tr><tr class=\"cu-block-table__row cu-block-table__row_body\"><th class=\"cu-table-block__cell cu-table-block__cell_row-header\" scope=\"row\" data-id=\"dbGBVCxdsp\" data-row-header=\"CRM\" data-align=\"center\" data-valign=\"center\">BIGContacts<\/th><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"SMLN2LyVRb\" data-row-header=\"Use case\" data-align=\"center\" data-valign=\"center\">Contact management<\/td><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"MOK5puR9O6\" data-row-header=\"Best for\" data-align=\"center\" data-valign=\"center\">Freelancers, startups, small businesses<\/td><\/tr><tr class=\"cu-block-table__row cu-block-table__row_body\"><th class=\"cu-table-block__cell cu-table-block__cell_row-header\" scope=\"row\" data-id=\"ESGebRhq-4\" data-row-header=\"CRM\" data-align=\"center\" data-valign=\"center\"><a href=\"https:\/\/clickup.com\/blog\/salesforce-alternatives\/\">Salesforce<\/a><\/th><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"Xb6nlBQcCW\" data-row-header=\"Use case\" data-align=\"center\" data-valign=\"center\">Analytic CRM<\/td><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"8yeAenOQUO\" data-row-header=\"Best for\" data-align=\"center\" data-valign=\"center\">Mid-sized businesses, enterprises<\/td><\/tr><tr class=\"cu-block-table__row cu-block-table__row_body\"><th class=\"cu-table-block__cell cu-table-block__cell_row-header\" scope=\"row\" data-id=\"WtqxVnvjGq\" data-row-header=\"CRM\" data-align=\"center\" data-valign=\"center\">ActiveCampaign<\/th><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"WUIOiXekbB\" data-row-header=\"Use case\" data-align=\"center\" data-valign=\"center\">Campaign management<\/td><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"4C7oFsX83O\" data-row-header=\"Best for\" data-align=\"center\" data-valign=\"center\">Freelancers, startups, small businesses, enterprises<\/td><\/tr><tr class=\"cu-block-table__row cu-block-table__row_body\"><th class=\"cu-table-block__cell cu-table-block__cell_row-header\" scope=\"row\" data-id=\"05sgMBQ_QQ\" data-row-header=\"CRM\" data-align=\"center\" data-valign=\"center\"><a href=\"https:\/\/clickup.com\/blog\/pipedrive-alternatives\/\">Pipedrive<\/a><\/th><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"JnigrJZyIl\" data-row-header=\"Use case\" data-align=\"center\" data-valign=\"center\">Sales pipeline and deals<\/td><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"rVv1aFHCQz\" data-row-header=\"Best for\" data-align=\"center\" data-valign=\"center\">Mid-sized businesses, enterprises<\/td><\/tr><tr class=\"cu-block-table__row cu-block-table__row_body\"><th class=\"cu-table-block__cell cu-table-block__cell_row-header\" scope=\"row\" data-id=\"St1D7PfKEk\" data-row-header=\"CRM\" data-align=\"center\" data-valign=\"center\">Google Sheets<\/th><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"NMIE8pn_Zw\" data-row-header=\"Use case\" data-align=\"center\" data-valign=\"center\">Spreadsheet CRM<\/td><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"YAPaXWqAr2\" data-row-header=\"Best for\" data-align=\"center\" data-valign=\"center\">Freelancers, <a href=\"https:\/\/clickup.com\/blog\/crm-saas\/\">SaaS<\/a><\/td><\/tr><\/tbody><\/table><\/div>\n\n\n\n\n<div style=\"border: 3px solid #000000; border-radius: 0%; background-color: #f6f6f6; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-8bfce5b1-0fdc-4c19-b14f-ce2e8869ee4d\">\n<h3 class=\"wp-block-heading\" id=\"2-how-we-review-software-at-clickup\">How we review software at ClickUp<\/h3>\n\n\n\n<p>Our editorial team follows a transparent, research-backed, and vendor-neutral process, so you can trust that our recommendations are based on real product value.<\/p>\n\n\n\n<p>Here\u2019s a detailed rundown of <a href=\"https:\/\/clickup.com\/blog\/software-review-methodology\/\" target=\"_blank\" rel=\"noreferrer noopener\">how we review software at ClickUp<\/a>.<\/p>\n\n\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"3-11-best-crm-systems-software-examples\">11 Best CRM Systems Software Examples<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"4-1-clickup-\">1. <a href=\"https:\/\/clickup.com\/teams\/crm\">ClickUp<\/a><\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/clickup-crm-template.png\" alt=\"Manage customer data, personal tasks, and communication in ClickUp from any device\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/clickup.com\/\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Try ClickUp Now\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Try ClickUp Now&quot;}\" target=\"_blank\" rel=\"noopener noreferrer\">Try ClickUp Now<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Manage customer data, personal tasks, and communication in ClickUp from any device<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>ClickUp makes it easy to organize and grow your customer relationships with data visualizations, <a href=\"https:\/\/clickup.com\/blog\/marketing-automation-software\/\">marketing automation<\/a>, communications, and more\u2014all in one place. And ClickUp isn\u2019t industry-specific! <strong>The features and tools are fully customizable so <a href=\"https:\/\/clickup.com\/blog\/cross-functional-teams\/\">cross-functional teams<\/a> like <a href=\"https:\/\/clickup.com\/templates\/crm\/marketers\">Marketing<\/a>, Support Engineers, and <a href=\"https:\/\/clickup.com\/templates\/crm\/finance-teams\">Finance<\/a> can leverage ClickUp to manage their tasks and help close deals faster.&nbsp;<\/strong><\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"5-clickup-use-case-mobile-crm-and-project-management\">ClickUp use case: Mobile CRM and project management<\/h4>\n\n\n\n<p>As you grow your customer database and take on more complex client work, you\u2019ll need a no-fail <a href=\"https:\/\/clickup.com\/blog\/crm-and-project-management\/\">CRM and project management solution<\/a> like ClickUp to manage all levels of sales opportunities and <a href=\"https:\/\/clickup.com\/blog\/marketing-campaign-management\/\">marketing campaigns<\/a>.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Combining CRM &amp; Project Management | ClickUp Vlog\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/yhyZJ8ahKgY?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>ClickUp\u2019s features help increase <a href=\"https:\/\/clickup.com\/blog\/crm-marketing-software\/\">sales and marketing efforts<\/a> so everyone has the information they need, when they need it. The results? <strong>Better team relationships and quicker task hand-offs to deliver a coordinated customer experience. <\/strong>Here are other ways to leverage ClickUp:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Customize your ClickUp Workspace so teams and sales reps have the flexibility to view data in multiple ways<\/li>\n\n\n\n<li>Reduce the number of tabs and apps opened with <a href=\"https:\/\/clickup.com\/integrations\">ClickUp\u2019s native and third-party integrations<\/a><\/li>\n\n\n\n<li>Eliminate silos and fast-track communication by integrating your emails with ClickUp<\/li>\n\n\n\n<li>Automate sales processes, reminders, follow-ups, and other time-consuming tasks<\/li>\n\n\n\n<li>Access ClickUp from any device whether you\u2019re in the office or on-the-go<\/li>\n\n\n\n<li>Set up <a href=\"https:\/\/clickup.com\/blog\/crm-templates\/\">CRM templates<\/a> for client deliverables and sales processes<\/li>\n\n\n\n<li>Build a sales forecasting model with historical data<\/li>\n<\/ul>\n\n\n\n<p>If you\u2019re new to ClickUp, start with the <a href=\"https:\/\/clickup.com\/templates\/crm-t-102457750\">ClickUp CRM Template<\/a> to test drive project personalization and sales automation!&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/image3-4.png\" alt=\"CRM Template by ClickUp\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-180546802&amp;_ga=2.30277433.787221974.1667938847-1919001946.1651007798&amp;_gl=1*1oqh0jl*_gcl_aw*R0NMLjE3MjQ2ODIyMzEuQ2owS0NRand6N0MyQmhEa0FSSXNBQV9TWkthZ3J3UHlLR1R2OTVmQ0NLU2FPT2FWMTlEbGpxbW9DUDFkMzA1WUc5U1N0d2lqc2lZR0ZBY2FBazUtRUFMd193Y0I.*_gcl_au*MTc2ODUzNzUwMS4xNzIwNDM4ODY4\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Get Free Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Get Free Template&quot;}\" target=\"_blank\" rel=\"noopener noreferrer\">Get Free Template<\/a><\/div><\/div><\/figure><\/div><\/div>\n\n\n\n<p class=\"has-text-align-center\"><em><a href=\"https:\/\/clickup.com\/blog\/lead-management-software\/\">Manage your leads<\/a>, customer relationships, and sales in one place with this ClickUp CRM template<\/em><\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-180546802&amp;_ga=2.30277433.787221974.1667938847-1919001946.1651007798&amp;_gl=1*1oqh0jl*_gcl_aw*R0NMLjE3MjQ2ODIyMzEuQ2owS0NRand6N0MyQmhEa0FSSXNBQV9TWkthZ3J3UHlLR1R2OTVmQ0NLU2FPT2FWMTlEbGpxbW9DUDFkMzA1WUc5U1N0d2lqc2lZR0ZBY2FBazUtRUFMd193Y0I.*_gcl_au*MTc2ODUzNzUwMS4xNzIwNDM4ODY4\" class=\"cu-button cu-button--purple cu-button--improved\">Get Free Template<\/a><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"6-clickup-pricing\">ClickUp pricing<\/h4>\n\n\n<div class=\"pricing-wrapper\">\n<!-- hide toggle for now -->\n<div class=\"pricing-toggle-container\" style=\"display: none;\">\n    <div class=\"pricing-toggle isMonthly\">\n        <button class=\"pricing-toggle-item \" id=\"yearly-toggle\">\n            Yearly\n        <\/button>\n        <button class=\"pricing-toggle-item pricing-toggle-active\" id=\"monthly-toggle\">\n            Monthly\n        <\/button>\n    <\/div>\n<\/div>\n\n<!-- Dynamic Pricing Cards -->\n    <div class=\"pricing-card-container\">\n                    <div>\n    <div class=\"pricing-card pricing-card-free-forever\" style=\"--primary-color: 0, 184, 132\">\n        <div class=\"pricing-tier\">\n            free forever\n                    <\/div>\n                <div class=\"pricing-price\">\n            <span class=\"pricing-price-wrapper\">\n                <span class=\"pricing-price-yearly\" data-price=\"Free\">\n                                            Free\n                                    <\/span>\n                <span class=\"pricing-price-monthly\" data-price=\"Free\">\n                                            Free\n                                    <\/span>\n            <\/span>\n            <div class=\"tier-foot-note\"><\/div>\n        <\/div>\n                        <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <button> for other tiers -->\n                <button class=\"cta-button cu-button button\"\n                        data-beta\n                        data-ga-click-tracking\n                        ga-event=\"click web\"\n                        ga-label=\"blog pricing table\"\n                        data-ga-tracking=\"ftmlead\"\n                        ga-category=\"get started - free forever\"\n                                                    onclick=\"showSignUpOverlay(undefined);\"\n                                                >\n                        Get Started\n                <\/button>\n                    <\/div>\n        <div class=\"list-title\">Key Features:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>60MB Storage<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Unlimited Tasks<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Unlimited Free Plan Members<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n                    <div>\n    <div class=\"pricing-card pricing-card-unlimited\" style=\"--primary-color: 250, 18, 227\">\n        <div class=\"pricing-tier\">\n            unlimited\n                    <\/div>\n                <div class=\"pricing-price\">\n            <span class=\"pricing-price-wrapper\">\n                <span class=\"pricing-price-yearly\" data-price=\"$7\">\n                                            $7\n                                    <\/span>\n                <span class=\"pricing-price-monthly\" data-price=\"$10\">\n                                            $10\n                                    <\/span>\n            <\/span>\n            <div class=\"tier-foot-note\">per user per month<\/div>\n        <\/div>\n                        <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <button> for other tiers -->\n                <button class=\"cta-button cu-button button\"\n                        data-beta\n                        data-ga-click-tracking\n                        ga-event=\"click web\"\n                        ga-label=\"blog pricing table\"\n                        data-ga-tracking=\"ftmlead\"\n                        ga-category=\"get started - unlimited\n                        \"\n                                                    onclick=\"showSignUpOverlay({ free_trial_plan: 'unlimited' });\"\n                                                >\n                        Get started\n                <\/button>\n                    <\/div>\n        <div class=\"list-title\">Everything in Free Forever, plus:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Unlimited Storage<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>ClickUp Chat<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Native Time Tracking<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n                    <div>\n    <div class=\"pricing-card pricing-card-business\" style=\"--primary-color: 31, 124, 255\">\n        <div class=\"pricing-tier\">\n            business\n                            <div class=\"popular popular-badge\">\n                    Popular\n                <\/div>\n                    <\/div>\n                <div class=\"pricing-price\">\n            <span class=\"pricing-price-wrapper\">\n                <span class=\"pricing-price-yearly\" data-price=\"$12\">\n                                            $12\n                                    <\/span>\n                <span class=\"pricing-price-monthly\" data-price=\"$19\">\n                                            $19\n                                    <\/span>\n            <\/span>\n            <div class=\"tier-foot-note\">per user per month<\/div>\n        <\/div>\n                        <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <button> for other tiers -->\n                <button class=\"cta-button cu-button button\"\n                        data-beta\n                        data-ga-click-tracking\n                        ga-event=\"click web\"\n                        ga-label=\"blog pricing table\"\n                        data-ga-tracking=\"ftmlead\"\n                        ga-category=\"get started - business\n                        \"\n                                                    onclick=\"showSignUpOverlay({ free_trial_plan: 'business' });\"\n                                                >\n                        Get started\n                <\/button>\n                    <\/div>\n        <div class=\"list-title\">Everything in Unlimited, plus:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><circle cx=\"9\" cy=\"9\" r=\"7.5\" fill=\"currentColor\"><\/circle><path d=\"M6.75 9L8.25 10.5L11.25 7.5\" stroke=\"#202020\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Google SSO<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><circle cx=\"9\" cy=\"9\" r=\"7.5\" fill=\"currentColor\"><\/circle><path d=\"M6.75 9L8.25 10.5L11.25 7.5\" stroke=\"#202020\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Custom Exporting<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><circle cx=\"9\" cy=\"9\" r=\"7.5\" fill=\"currentColor\"><\/circle><path d=\"M6.75 9L8.25 10.5L11.25 7.5\" stroke=\"#202020\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>5K Monthly Automations<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n                    <div>\n    <div class=\"pricing-card pricing-card-enterprise\" style=\"--primary-color: 44, 42, 65\">\n        <div class=\"pricing-tier\">\n            enterprise\n                    <\/div>\n                            <div class=\"pricing-explanation-enterprise\">Get a Custom Demo<\/div>\n                <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <a> for Enterprise -->\n                <a class=\"cta-button button\"\n                href=\"https:\/\/clickup.com\/contact\/contact-sales\"\n                target=\"_blank\"\n                rel=\"noopener noreferrer\"\n                data-ga-click-tracking\n                ga-event=\"click web\"\n                ga-label=\"blog pricing table\"\n                data-ga-tracking=\"ftmlead\"\n                ga-category=\"contact sales - enterprise\">\n                    Contact sales\n                <\/a>\n                    <\/div>\n        <div class=\"list-title\">Everything in Business, plus:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>White Labeling<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Live Onboarding Training<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>250K Monthly Automations<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n            <\/div>\n\n<div class=\"cta-see-more-button-wrapper\">\n    <a class=\"cta-see-more-button\"\n    href=\"https:\/\/clickup.com\/pricing\"\n    target=\"_blank\"\n    rel=\"noopener noreferrer\"\n    data-ga-click-tracking\n    ga-event=\"click web\"\n    ga-label=\"blog pricing table\"\n    ga-category=\"see more features\"\n    data-ga-tracking=\"ftmlead\">\n        See more features\n    <\/a>\n    <\/div>\n<div class=\"pricing-disclaimer\">* Prices when billed annually<\/div>\n<\/div>\n\n<div class=\"ai-pricing-callout\">\n    <div class=\"ai-pricing-callout__content\">\n        <div class=\"ai-pricing-callout__text\">\n            <div class=\"ai-pricing-callout__title\">The world's most complete work AI, starting at $9 per month<\/div>\n            <div class=\"ai-pricing-callout__subtitle\">ClickUp Brain is a no Brainer. One AI to manage your work, at a fraction of the cost.<\/div>\n        <\/div>\n        <a href=\"https:\/\/app.clickup.com\/signup?product=ai&ai=true\"\n           class=\"ai-pricing-callout__cta\"\n           data-ga-click-tracking\n           ga-event=\"click web\"\n           ga-category=\"Try for free\"\n           ga-label=\"blog pricing table\">\n            Try for free\n        <\/a>\n    <\/div>\n<\/div>\n\n\n\n<script>\ndocument.addEventListener('DOMContentLoaded', function () {\n    const monthlyToggle = document.getElementById('monthly-toggle');\n    const yearlyToggle = document.getElementById('yearly-toggle');\n    const pricingCards = document.querySelectorAll('.pricing-card');\n    const pricingToggle = document.querySelector('.pricing-toggle');\n\n    function togglePricing(isYearly) {\n        pricingCards.forEach(card => {\n            const monthlyPrice = card.querySelector('.pricing-price-monthly');\n            const yearlyPrice = card.querySelector('.pricing-price-yearly');\n\n            if (monthlyPrice && yearlyPrice) {\n                yearlyPrice.style.display = isYearly ? 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'none' : 'inline';\n            }\n        });\n\n        pricingToggle.classList.toggle('isMonthly', !isYearly);\n        yearlyToggle.classList.toggle('pricing-toggle-active', isYearly);\n        monthlyToggle.classList.toggle('pricing-toggle-active', !isYearly);\n    }\n\n    monthlyToggle.addEventListener('click', function () {\n        togglePricing(false);\n    });\n\n    yearlyToggle.addEventListener('click', function () {\n        togglePricing(true);\n    });\n\n\n    \/\/togglePricing(true);\n    \/\/ default to yearly pricing\n    togglePricing(true);\n});\n\n<\/script>\n\n<script>\nfunction sessionStorageAvaiable() {\n\ttry {\n\t\tsessionStorage.setItem('pricing plans test', 'pricing plans test');\n\t\tsessionStorage.removeItem('pricing plans test');\n\t\treturn true;\n\t} catch (e) {\n\t\treturn false;\n\t}\n}\n\nfunction showSignUpOverlay(params) {\n\tdocument.querySelector('body').classList.add('is-mail-catcher');\n\n\tif(sessionStorageAvaiable() && params) {\n\t\tconst redirectParamsCheck = sessionStorage.getItem('redirectParams', JSON.stringify(params));\n\t\t\/\/ doesnt exist\n\t\tif(!redirectParamsCheck) {\n\t\t\tsessionStorage.setItem('redirectParams', JSON.stringify(params));\n\t\t\/\/ does exist\n\t\t} else {\n\t\t\tconst redirectParams = sessionStorage.getItem('redirectParams');\n\t\t\tconst redirectParamsObject = JSON.parse(redirectParams);\n\t\t\t\/\/ does exist and already has free_trial_plan\n\t\t\tif(redirectParamsObject.free_trial_plan) {\n\t\t\t\tredirectParamsObject.free_trial_plan = params.free_trial_plan;\n\t\t\t\treturn sessionStorage.setItem('redirectParams', JSON.stringify(redirectParamsObject));\n\t\t\t}\n\t\t\t\/\/ does exist and does not have free_trial_plan maintin existing params and add new params\n\t\t\tsessionStorage.setItem('redirectParams', JSON.stringify({...redirectParamsObject, ...params}));\n\t\t}\n\t}\n}\n<\/script>\n\n\n\n\n<p><strong><em>Learn how to <\/em><\/strong><a href=\"https:\/\/clickup.com\/blog\/crm-in-clickup\/\"><strong><em>create a CRM in ClickUp<\/em><\/strong><\/a><strong><em> to manage customer relationships!<\/em><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"7-2-hubspot\">2. HubSpot<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1170\" height=\"658\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/hubspot-crm.png\" alt=\"HubSpot crm solutions\" class=\"wp-image-45211\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/hubspot-crm.png 1170w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/hubspot-crm-300x169.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/hubspot-crm-768x432.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/hubspot-crm-700x394.png 700w\" sizes=\"auto, (max-width: 1170px) 100vw, 1170px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.hubspot.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">HubSpot<\/a><\/figcaption><\/figure><\/div>\n\n\n<p><a href=\"https:\/\/clickup.com\/blog\/best-hubspot-integrations\/\">HubSpot is a powerful CRM solution<\/a> providing inbound marketing and sales software, services, and education. It offers a wide range of software to help businesses with their marketing and sales efforts, including HubSpot CRM, HubSpot Marketing, and HubSpot Sales. HubSpot also has a built-in analytics system providing users with insights on how their marketing campaigns are performing.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"8-hubspot-use-case-full-crm\">HubSpot use case: Full CRM<\/h4>\n\n\n\n<p>The biggest disadvantage of using multiple CRMs is your team has to double their efforts to keep the information up to date. With a CRM platform like Hubspot, you\u2019re able to easily manage interactions and data throughout the customer lifecycle under one roof.&nbsp;<\/p>\n\n\n\n<p>The HubSpot CRM can help position sales teams to improve customer engagement, increase sales, and optimize their marketing efforts.&nbsp;There are different functions available to help manage your customer relationships. You can use the website to create a contact list, track interactions with customers, and send out automated emails.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"9-hubspot-pricing\">HubSpot pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free Tools<\/strong><\/li>\n\n\n\n<li><strong>Starter:<\/strong>&nbsp;Starts at $18\/month for 1,000 marketing contacts<\/li>\n\n\n\n<li><strong>CRM Suite Starter:<\/strong>&nbsp;Starts at $20\/month for 1,000 marketing contacts<\/li>\n\n\n\n<li><strong>Professionals:<\/strong>&nbsp;Starts at $800\/month for 2,000 marketing contacts<\/li>\n<\/ul>\n\n\n\n<p><strong><em>Bonus: <a href=\"https:\/\/clickup.com\/blog\/crm-software-for-mac\/\">Best CRM Software Tools for Mac<\/a><\/em><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"10-3-zendesk\">3. Zendesk<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1082\" height=\"808\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/zendesk-crm.png\" alt=\"Zendesk crm software\" class=\"wp-image-45212\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/zendesk-crm.png 1082w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/zendesk-crm-300x224.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/zendesk-crm-768x574.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/zendesk-crm-700x523.png 700w\" sizes=\"auto, (max-width: 1082px) 100vw, 1082px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.zendesk.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Zendesk<\/a><\/figcaption><\/figure><\/div>\n\n\n<p><a href=\"https:\/\/clickup.com\/integrations\/zendesk\">Zendesk<\/a> is a customer service platform helping businesses provide support to their customers. It offers a suite of tools to help businesses manage customer interactions, including a <a href=\"https:\/\/clickup.com\/blog\/ticketing-software\/\">ticketing system<\/a>, chat functionality, and a knowledge base. <a href=\"https:\/\/clickup.com\/blog\/zendesk-integrations\/\">Zendesk integrates<\/a> with a variety of other software platforms, making it easy for businesses to provide support across all channels.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"11-zendesk-use-case-help-deskticket-crm\">Zendesk use case: Help desk\/Ticket CRM<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/clickup.com\/blog\/helpdesk-software\/\">help desk system<\/a> is a vital part of any customer support operation. By using a help desk system, companies are able to easily track and manage customer support requests.&nbsp;<\/p>\n\n\n\n<p>Any ticketing-specific software can be used to gather customer feedback and track customer satisfaction levels, but Zendesk is the better option because it not only makes things easier for your customers but also for your internal support teams. When information sharing is smooth and accessible, they\u2019re no longer buried under busy work but instead, personalizing experiences for customers.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"12-zendesk-pricing\">Zendesk pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free trial<\/strong>&nbsp;available<\/li>\n\n\n\n<li><strong>Support Team:<\/strong>&nbsp;$19 per agent\/month<\/li>\n\n\n\n<li><strong>Support Professional:<\/strong>&nbsp;$55 per agent\/month<\/li>\n\n\n\n<li><strong>Support Enterprise:<\/strong>&nbsp;$115 per agent\/month<\/li>\n<\/ul>\n\n\n\n<p><strong><em>Bonus: <a href=\"https:\/\/clickup.com\/blog\/crm-saas\/\">SaaS CRM Tools<\/a>! <\/em><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"13-4-freshworks\">4. Freshworks<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1096\" height=\"962\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/freshworks-product-example.png\" alt=\"Freshworks customer relationship management examples\" class=\"wp-image-45213\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/freshworks-product-example.png 1096w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/freshworks-product-example-300x263.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/freshworks-product-example-768x674.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/freshworks-product-example-700x614.png 700w\" sizes=\"auto, (max-width: 1096px) 100vw, 1096px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.freshworks.com\/crm\/sales\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Freshworks<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>Freshworks is a suite of cloud-based software helping businesses manage their customer relations, sales, and marketing. It offers a variety of tools to keep track of interactions with customers and prospects, including a <a href=\"https:\/\/clickup.com\/blog\/crm-strategy\/\">CRM strategy<\/a> tool, an email marketing tool, and a system for managing tasks and projects.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"14-freshworks-use-case-sales-activity-management\">Freshworks use case: Sales activity management<\/h4>\n\n\n\n<p>Sales activity monitoring is an important part of a CRM ecosystem for <a href=\"https:\/\/clickup.com\/blog\/customer-retention-software\/\">increasing customer retention<\/a>. By monitoring sales activities, you have a clear view of where sales goals are meeting, exceeding, or off-track. With Freshworks, you have a few ways to monitor sales activities:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Use a <strong>chronological timeline view<\/strong> into every customer&#8217;s engagement with your business&nbsp;<\/li>\n\n\n\n<li>Use <strong>dashboards<\/strong> to give you a snapshot of how your team is performing, including recent sales totals, active leads, and open opportunities<\/li>\n\n\n\n<li>Use <strong>email metrics and tracks metrics<\/strong> such as how many emails were sent, the percentage of customers who responded to the email, bounce rates, and more<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"15-freshworks-pricing\">Freshworks pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free 21-day trial<\/strong><\/li>\n\n\n\n<li><strong>Growth:<\/strong>&nbsp;Free for up to three users, then $15\/month per user<\/li>\n\n\n\n<li><strong>Pro:&nbsp;<\/strong>$39\/month per user<\/li>\n\n\n\n<li><strong>Enterprise:&nbsp;<\/strong>$69\/month per user<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"16-5-agencyhandy\">5. AgencyHandy<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"774\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/Screenshot-2026-02-09-at-1.58.17-PM-1400x774.png\" alt=\"\" class=\"wp-image-589931\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/Screenshot-2026-02-09-at-1.58.17-PM-1400x774.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/Screenshot-2026-02-09-at-1.58.17-PM-300x166.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/Screenshot-2026-02-09-at-1.58.17-PM-768x425.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/Screenshot-2026-02-09-at-1.58.17-PM-1536x849.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/Screenshot-2026-02-09-at-1.58.17-PM-700x387.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/Screenshot-2026-02-09-at-1.58.17-PM.png 1602w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.agencyhandy.com\/\">AgencyHandy<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>Agency Handy is a client management platform that\u2019s built specifically for agencies. It brings together CRM, project management, invoicing, file feedback, and client communication in one place. From lead tracking to final payment, Agency Handy can help you run your agency operations without using multiple tools.<\/p>\n\n\n\n<p><strong>Agency Handy use case: Client and Agency Management<\/strong><\/p>\n\n\n\n<p>Here are a few ways Agency Handy helps you manage client relationships and agency operations \u2014<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Track leads through a visual pipeline with custom fields, agent assignments, and full interaction history<\/li>\n\n\n\n<li>Break projects into tasks, set deadlines and priorities, and monitor progress from a Kanban board<\/li>\n\n\n\n<li>Automate invoicing with recurring billing, multi-currency support, and payments via Stripe, PayPal, Wise, and crypto<\/li>\n\n\n\n<li>Track team hours with built-in timers, manual entry, and filterable timesheets<\/li>\n<\/ul>\n\n\n\n<p><strong>Agency Handy pricing<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Free 7-day trial available<\/li>\n\n\n\n<li><strong>Freelancer:<\/strong> $29\/month<\/li>\n\n\n\n<li><strong>Team Starter:<\/strong> $99\/month<\/li>\n\n\n\n<li><strong>Business Pro:<\/strong> $199\/month<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"17-6-microsoft-dynamics\">6. Microsoft Dynamics<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/microsoft-dynamics.png\" alt=\"Microsoft dynamics customer relationship management examples\" class=\"wp-image-40006\"\/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/dynamics.microsoft.com\/en-us\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Microsoft Dynamics<\/a><\/figcaption><\/figure><\/div>\n\n\n<p><a href=\"https:\/\/clickup.com\/blog\/microsoft-dynamics-alternatives\/\">Microsoft Dynamics<\/a> is a line of business software applications offered by Microsoft. It covers various aspects of a business, from financials and operations to sales and marketing. Dynamics is designed to help organizations manage their finances, operations, sales and marketing, and customer service.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"18-microsoft-dynamics-use-case-operational-crm\">Microsoft Dynamics use case: Operational CRM<\/h4>\n\n\n\n<p>Operational CRM helps businesses with a wide range of activities like tracking customer data, automating sales processes, and managing interactions. But at its core, operational CRM improves customer service by providing agents with customer information, including past interactions and orders.<\/p>\n\n\n\n<p>By tracking customer interactions and data in CRM software like Microsoft Dynamics, businesses better understand what customers need and want, and how to best serve them. This information can also help businesses identify at-risk customers and take steps to retain them. CRM software can make this process easier by automating many tasks related to tracking and managing customer data.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"19-microsoft-dynamics-pricing\">Microsoft Dynamics pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free trial available<\/strong><\/li>\n\n\n\n<li><strong>Sales Professional:<\/strong>&nbsp;$65\/month per user<\/li>\n\n\n\n<li><strong>Sales Enterprise:&nbsp;<\/strong>$95\/month per user<\/li>\n\n\n\n<li><strong>Sales Premium:&nbsp;<\/strong>$135\/month per user<\/li>\n\n\n\n<li><strong>Microsoft<\/strong><strong>&nbsp;Relationship Sales:&nbsp;<\/strong>$162\/month per user<\/li>\n\n\n\n<li><strong>Microsoft<\/strong><strong>&nbsp;Viva Sales:<\/strong>&nbsp;$40\/month per user<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"20-7-bigcontacts\">7. BIGContacts<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1153\" height=\"769\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/bigcontacts-product-example.png\" alt=\"Bigcontacts crm software\" class=\"wp-image-45214\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/bigcontacts-product-example.png 1153w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/bigcontacts-product-example-300x200.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/bigcontacts-product-example-768x512.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/bigcontacts-product-example-700x467.png 700w\" sizes=\"auto, (max-width: 1153px) 100vw, 1153px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.bigcontacts.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">BIGContacts<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>BIGContacts is a cloud-based contact management system for businesses to store, manage, and share their contacts with others in a secure environment. With BIGContacts, users can connect with colleagues, customers, and partners more effectively by having instant access to all of their contact information in one place. Additionally, BIGContacts offers a variety of features such as contact sharing, birthday reminders, and custom filters that help users stay organized and connected.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"21-bigcontacts-use-case-customer-data-amp-contact-management\">BIGContacts use case: Customer Data &amp; Contact management<\/h4>\n\n\n\n<p>If you\u2019re a small business needing a comfortable CRM system without the complexities, BIGContacts was designed to meet these needs.&nbsp;<\/p>\n\n\n\n<p>Contact management is more than just keeping track of names and email addresses. It&#8217;s about creating a system that helps you stay in touch with your contacts, keeps them organized, and makes it easy for you to find the information you need when you need it. Here are a few actions you can take to customize your BigContacts interface:&nbsp;&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Use custom fields to store any additional information about your prospects and customers important to your business<\/li>\n\n\n\n<li>Sort and view contacts by pending or upcoming activity, opportunity, last contact, or last communication<\/li>\n\n\n\n<li>Create users, roles, and permissions to manage your teams<\/li>\n\n\n\n<li>View updated email communication from one place<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"22-bigcontacts-pricing\">BIGContacts pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>BIG:&nbsp;<\/strong>$5\/month per user<\/li>\n\n\n\n<li><strong>BIGGER:&nbsp;<\/strong>$15\/month per user<\/li>\n\n\n\n<li><strong>BIGGEST:&nbsp;<\/strong>$25\/month per user<\/li>\n\n\n\n<li><strong>ENTERPRISE:&nbsp;<\/strong>Custom Pricing<\/li>\n<\/ul>\n\n\n\n<p><strong><em>Download free <a href=\"https:\/\/clickup.com\/templates\/sales-and-crm\">Sales and CRM templates in ClickUp<\/a>!<\/em><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"23-8-salesforce\">8. Salesforce<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1315\" height=\"686\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/salesforce-1.png\" alt=\"Salesforce CRM software example\" class=\"wp-image-37495\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/salesforce-1.png 1315w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/salesforce-1-300x157.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/salesforce-1-768x401.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/salesforce-1-700x365.png 700w\" sizes=\"auto, (max-width: 1315px) 100vw, 1315px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.salesforce.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Salesforce<\/a><\/figcaption><\/figure><\/div>\n\n\n<p><a href=\"https:\/\/clickup.com\/integrations\/salesforce\">Salesforce<\/a> is a cloud-based software company providing CRM and other enterprise software solutions. Salesforce helps businesses manage their customer data, interactions, and sales processes. It offers a variety of features, including sales pipeline management, contact management, marketing automation, and customer support.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"24-salesforce-use-case-analytic-crm\">Salesforce use case: Analytic CRM<\/h4>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/integrations\/salesforce\">Salesforce\u2019s tools work together<\/a> to understand your data in a number of ways. The first way is to use it as a data source. A CRM contains a wealth of data about customers and their interactions with your company. This data can be used for insights into customer behavior, preferences, and trends.&nbsp;<\/p>\n\n\n\n<p>The second way to use Salesforce for analytics is to use it as a tool for reporting. Reports generated from a CRM can give you a snapshot of how your business is performing, what marketing campaigns are working, how to improve customer retention, and where you need to focus your efforts.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"25-salesforce-pricing\">Salesforce pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Starter:&nbsp;<\/strong>$25\/month per user<\/li>\n\n\n\n<li><strong>Professional:&nbsp;<\/strong>$105\/month per user<\/li>\n\n\n\n<li><strong>Enterprise:&nbsp;<\/strong>$190\/month per user<\/li>\n\n\n\n<li><strong>Unlimited:&nbsp;<\/strong>$355\/month per user<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"26-9-activecampaign\">9. ActiveCampaign<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"753\" height=\"458\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/activecampaign.png\" alt=\"ActiveCampaign customer relationship management\" class=\"wp-image-37489\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/activecampaign.png 753w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/activecampaign-300x182.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/activecampaign-700x426.png 700w\" sizes=\"auto, (max-width: 753px) 100vw, 753px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.activecampaign.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">ActiveCampaign<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>ActiveCampaign is an email marketing platform enabling you to create and send newsletters, automated messages, and other targeted content. It also provides powerful tracking and reporting features to measure the success of your campaigns and optimize your efforts. Additionally, ActiveCampaign offers a wide range of integrations with other services, making it easy to connect your email marketing efforts with the rest of your marketing activities.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"27-activecampaign-use-case-campaign-management\">ActiveCampaign use case: Campaign management<\/h4>\n\n\n\n<p>Campaign management in a CRM is an important task for any organization. Campaigns can be used to target specific customers or groups of customers with marketing materials, special offers, or other communications.<\/p>\n\n\n\n<p>When managing campaigns in a CRM like ActiveCampaign, you\u2019ll be equipped to build each stage to your preference:<\/p>\n\n\n\n<p>1. Defining the campaign and company goals&nbsp;<\/p>\n\n\n\n<p>2. Creating a step-by-step plan and key contributors for campaign execution<\/p>\n\n\n\n<p>3. Identifying the target audience for the campaign and creating targeted messaging<\/p>\n\n\n\n<p>4. Setting up tracking and <a href=\"https:\/\/clickup.com\/blog\/okr-examples\/\">OKRs<\/a> to ensure that the goals of the campaign are met<\/p>\n\n\n\n<p>5. Evaluate the results of the campaign and make changes as needed for future campaigns<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"28-activecampaign-pricing\">ActiveCampaign pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Marketing Lite<\/strong>: $29\/month per user<\/li>\n\n\n\n<li><strong>Marketing Plus<\/strong>: $49\/month (3 users)<\/li>\n\n\n\n<li><strong>Marketing Professional<\/strong>: $149\/month (5 users)<\/li>\n\n\n\n<li><strong>Enterprise<\/strong>: Contact for pricing<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"29-10-pipedrive\">10. Pipedrive<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"722\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/pipedrive-1400x722.png\" alt=\"Pipedrive customer relationship management\" class=\"wp-image-38418\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/pipedrive-1400x722.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/pipedrive-300x155.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/pipedrive-768x396.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/pipedrive-1536x792.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/pipedrive-700x361.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/pipedrive.png 1674w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.pipedrive.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Pipedrive<\/a>&nbsp;<\/figcaption><\/figure><\/div>\n\n\n<p>Pipedrive is a sales pipeline management tool helping businesses keep track of their sales cycle and progress. It&#8217;s an accessible cloud-based solution from any device, making it ideal for companies with a remote sales team. Pipedrive offers a variety of features such as customizable pipelines, sales, email integration, and activity tracking.<\/p>\n\n\n\n<p><em><strong>Check out our guide on <a href=\"https:\/\/clickup.com\/blog\/construction-crm\/\">Construction CRM Software<\/a>!<\/strong><\/em><\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"30-pipedrive-use-case-sales-pipeline-and-deals\">Pipedrive use case: Sales pipeline and deals<\/h4>\n\n\n\n<p>A sales pipeline is a visual representation of your sales process. It helps you track opportunities through each stage of the sales cycle, from prospect to customer. Pipedrive makes it easy to set up a customizable pipeline in three easy steps:&nbsp;<\/p>\n\n\n\n<p>1. <strong>Set up your pipeline<\/strong> by adding your deals or importing them automatically from a spreadsheet or CRM<\/p>\n\n\n\n<p>2. <strong>Track progress <\/strong>from automatic alerts and reminders to keep deals on track<\/p>\n\n\n\n<p>3. <strong>Automate<\/strong> <strong>growth<\/strong> with AI technology to help you identify opportunities to close more sales<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"31-pipedrive-pricing\">Pipedrive pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Essential:&nbsp;<\/strong>$9.90\/month per user<\/li>\n\n\n\n<li><strong>Advanced:&nbsp;<\/strong>$19.90\/month per user<\/li>\n\n\n\n<li><strong>Professional:<\/strong>&nbsp;$39.90\/month per user<\/li>\n\n\n\n<li><strong>Power:<\/strong>&nbsp;$49.90\/month per user<\/li>\n\n\n\n<li><strong>Enterprise:<\/strong>&nbsp;$59.90\/month per user<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"32-11-google-sheets\">11. Google Sheets<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1160\" height=\"771\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/google-sheets-spreadsheet.jpeg\" alt=\"Google workspace customer relationship management\" class=\"wp-image-45216\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/google-sheets-spreadsheet.jpeg 1160w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/google-sheets-spreadsheet-300x199.jpeg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/google-sheets-spreadsheet-768x510.jpeg 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/google-sheets-spreadsheet-700x465.jpeg 700w\" sizes=\"auto, (max-width: 1160px) 100vw, 1160px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/workspace.google.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Google Workspace<\/a><\/figcaption><\/figure><\/div>\n\n\n<p><a href=\"https:\/\/clickup.com\/blog\/google-sheets-alternatives\/\">Google Sheets<\/a> is a web-based spreadsheet editor to collaborate on fresh data through sharing and real-time editing. You can create documents, spreadsheets, and presentations right in your browser, and they&#8217;ll be saved automatically to your Google Drive. As <a href=\"https:\/\/clickup.com\/blog\/google-workspace-alternatives\/\">part of Google Workspace<\/a>, teams are able to speed up workflows by connecting Sheets to other Google apps for a custom solution.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"33-google-sheets-use-case-spreadsheet-crm\">Google Sheets use case: Spreadsheet CRM<\/h4>\n\n\n\n<p>A spreadsheet is the most familiar way to track customer relations. You can create a table with the customer&#8217;s name, contact information, and any notes you have about the customer. This will help you keep track of communications and any customer interactions you have had. Additionally, you can use a spreadsheet to create <a href=\"https:\/\/clickup.com\/blog\/crm-reporting\/\">CRM reports<\/a> or track inventory levels.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"34-google-sheets-pricing\">Google Sheets pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free<\/strong>&nbsp;for <a href=\"https:\/\/clickup.com\/blog\/personal-crm\/\">personal CRM<\/a> use (with a Google account)<\/li>\n\n\n\n<li><strong>Business Starter<\/strong>: $6\/month per user<\/li>\n\n\n\n<li><strong>Business Standard<\/strong>: $12\/month per user<\/li>\n\n\n\n<li><strong>Business Plus<\/strong>: $18\/month per user<\/li>\n<\/ul>\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"35-see-how-crm-software-can-grow-your-business\">See How CRM Software Can Grow Your Business<\/h2>\n\n\n\n<p>The reality is, uninterrupted time to focus on <a href=\"https:\/\/clickup.com\/blog\/client-management\/\">client management<\/a> tasks is hard to come by. And legacy CRM systems often make salespeople jump through hoops to access their data.&nbsp;<\/p>\n\n\n\n<p>When everything from personal tasks to team collaboration is in one place, it\u2019s easy to find what you need and avoid duplicated work. With ClickUp, you\u2019ll have the CRM tools, integrations, and support to set up processes for predictable to highly-complex projects and deals.&nbsp;<\/p>\n\n\n\n<p>Sign up for a free account to organize your customer data and add your to-do list so you\u2019ll have a single source of truth starting today!&nbsp;<\/p>\n\n\n<div style=\"gap: 20px;\" class=\"align-button-center ub-buttons orientation-button-row ub-flex-wrap wp-block-ub-button\" id=\"ub-button-58f6d765-aae5-4b71-b280-ed21ac890dc0\"><div class=\"ub-button-container\">\n\t\t\t<a href=\"https:\/\/clickup.com\/signup-1\" target=\"_self\" rel=\"noopener noreferrer  \" class=\"ub-button-block-main   ub-button-flex\" role=\"button\" style=\"--ub-button-background-color: #9b51e0; --ub-button-color: #ffffff; --ub-button-border: none; --ub-button-hover-background-color: #313131; --ub-button-hover-color: #ffffff; --ub-button-hover-border: none; font-size: 17px; padding-top: 10px; padding-right: 10px; padding-bottom: 10px; padding-left: 10px; border-top-left-radius: 10px;; border-top-right-radius: 10px;; border-bottom-left-radius: 10px;; border-bottom-right-radius: 10px;; \">\n\t\t\t\t<div class=\"ub-button-content-holder\" style=\"flex-direction: row\">\n\t\t\t\t\t<span class=\"ub-button-block-btn\">Try ClickUp For Free<\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"36-frequently-asked-question-faq\">Frequently Asked Question (FAQ)<\/h2>\n\n\n\n<div class=\"schema-faq wp-block-yoast-faq-block\"><div class=\"schema-faq-section\" id=\"faq-question-1762519772415\"><h3 class=\"schema-faq-question\"><strong>1. What makes ClickUp a good CRM for mobile and remote teams?<\/h3><\/strong> <p class=\"schema-faq-answer\">ClickUp offers a fully customizable CRM with mobile access, allowing sales and marketing teams to manage customer data, tasks, and communications on the go from any device. This flexibility helps remote teams stay aligned and productive no matter where they work.<\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1762519820981\"><h3 class=\"schema-faq-question\"><strong>2. How do ClickUp Automations improve CRM workflows?<\/h3><\/strong> <p class=\"schema-faq-answer\">ClickUp Automations can automatically move deals between sales stages, assign tasks to team members, and trigger follow-up reminders, reducing manual work and keeping your team accountable and on schedule throughout the customer journey.<\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1762519841164\"><h3 class=\"schema-faq-question\"><strong>3. Can I customize ClickUp to fit different team roles in CRM?<\/h3><\/strong> <p class=\"schema-faq-answer\">Yes, ClickUp is highly customizable. You can create custom fields, statuses, and views to track data meaningful to marketing, sales, support, and finance teams\u2014all within one CRM workspace\u2014ensuring everyone has the right data at their fingertips.<\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1762519861864\"><h3 class=\"schema-faq-question\"><strong>4. What templates does ClickUp offer to quickly set up a CRM system?<\/h3><\/strong> <p class=\"schema-faq-answer\">ClickUp provides ready-made CRM templates that include customizable deal stages, task statuses, dashboards, and workflows. These templates help teams start managing customer relationships and sales pipelines immediately without building from scratch.<\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1762519880152\"><h3 class=\"schema-faq-question\"><strong>5. How does using ClickUp as a CRM reduce app and tab clutter?<\/h3><\/strong> <p class=\"schema-faq-answer\">By integrating communications, customer data, task management, and sales forecasting into one platform, ClickUp eliminates the need for switching between multiple apps, making workflows more seamless and increasing team efficiency.<\/p> <\/div> <\/div>\n","protected":false},"excerpt":{"rendered":"<p>If find a new CRM software made it to the top of your never-ending to do list, let\u2019s knock out this task today! CRM (Customer Relationship Management) is a system to manage day-to-day communications and data from prospects, contacts, and existing customers. They allow businesses to keep track of customer interactions and preferences, and to [&hellip;]<\/p>\n","protected":false},"author":49,"featured_media":256616,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"ub_ctt_via":"","cu_sticky_sidebar_cta_is_visible":true,"cu_sticky_sidebar_cta_title":"Upgrade to the #1 CRM","cu_sticky_sidebar_cta_bullet_1":"Automate sales workflows with AI","cu_sticky_sidebar_cta_bullet_2":"Link tasks + docs + communication in one place","cu_sticky_sidebar_cta_bullet_3":"Custom views + fields + statuses","cu_sticky_sidebar_cta_button_text":"Get Started for 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Can I customize ClickUp to fit different team roles in CRM?","answerCount":1,"acceptedAnswer":{"@type":"Answer","text":"Yes, ClickUp is highly customizable. You can create custom fields, statuses, and views to track data meaningful to marketing, sales, support, and finance teams\u2014all within one CRM workspace\u2014ensuring everyone has the right data at their fingertips.","inLanguage":"en-US"},"inLanguage":"en-US"},{"@type":"Question","@id":"https:\/\/clickup.com\/blog\/crm-software-examples\/#faq-question-1762519861864","position":4,"url":"https:\/\/clickup.com\/blog\/crm-software-examples\/#faq-question-1762519861864","name":"4. What templates does ClickUp offer to quickly set up a CRM system?","answerCount":1,"acceptedAnswer":{"@type":"Answer","text":"ClickUp provides ready-made CRM templates that include customizable deal stages, task statuses, dashboards, and workflows. 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How does using ClickUp as a CRM reduce app and tab clutter?","answerCount":1,"acceptedAnswer":{"@type":"Answer","text":"By integrating communications, customer data, task management, and sales forecasting into one platform, ClickUp eliminates the need for switching between multiple apps, making workflows more seamless and increasing team efficiency.","inLanguage":"en-US"},"inLanguage":"en-US"}]}},"reading":["12"],"keywords":[["CRM","crm",981],["Software","software",223]],"redirect_params":{"product":"","department":""},"is_translated":"true","author_data":{"name":"Erica Golightly","link":"https:\/\/clickup.com\/blog\/author\/egolightly\/","image":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/01\/Golightly.png","position":"Senior Writer"},"category_data":{"name":"CRM","slug":"crm","term_id":981,"url":"https:\/\/clickup.com\/blog\/crm\/"},"hero_data":{"media_url":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-1638-1400x683.png","media_alt_text":"11 Best CRM Software Examples and Their Use Cases to increase Productivity","button":"custom","template_id":"","youtube_thumbnail_url":"","custom_button_text":"Get This Free CRM Template","custom_button_url":"https:\/\/app.clickup.com\/signup?template=t-102457750"},"featured_media_data":{"id":256616,"url":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/12\/ClickUp-CRM-Template-2.png","alt":"ClickUp CRM Template","mime_type":"image\/png","is_webm":false},"_links":{"self":[{"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/posts\/45205","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/users\/49"}],"replies":[{"embeddable":true,"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/comments?post=45205"}],"version-history":[{"count":76,"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/posts\/45205\/revisions"}],"predecessor-version":[{"id":606528,"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/posts\/45205\/revisions\/606528"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/media\/256616"}],"wp:attachment":[{"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/media?parent=45205"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/categories?post=45205"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/tags?post=45205"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}