Freshsales tracks leads. ClickUp closes deals.

ClickUp provides CSV import tools to bring in your contacts, deals, and custom fields from Freshsales. The platform's intuitive 4-level hierarchy (Workspace > Space > List > Task) lets you organize sales pipelines, accounts, and activities without a steep learning curve, so your team stays productive during the transition.

Absolutely. ClickUp's 15+ Custom Field types (including Formula, Phone, Email, Rating, Progress, Money) let you build a customizable CRM. Use Board view for visual pipeline stages, Table view for spreadsheet-style contact management, and 100+ automations to route leads, update deal statuses, and trigger follow-ups without switching tools.

ClickUp AI helps you write sales emails, summarize tasks, and enhance content quality. Connected Search finds contacts, deals, and docs instantly across your Workspace and connected apps like Google Drive and Salesforce. Autopilot Agents automate routine tasks so your team focuses on closing deals, not busywork.