Heffl manages leads. ClickUp ships the whole deal.

ClickUp provides CSV import tools to bring in your tasks and custom fields from spreadsheets. Most teams are fully operational within days. ClickUp University offers on-demand training to help your team get started quickly.

Yes. ClickUp's Free Forever plan includes unlimited tasks, unlimited members, collaborative Docs, Whiteboards, real-time Chat, and core List and Board views. You get 60MB storage per Workspace with 24/7 support; no credit card required to start.

ClickUp consolidates CRM workflows, project tracking, Docs, Goals, and Dashboards in one platform. Use Custom Fields (15+ types including Formula, Phone, Email, Money) and custom statuses to build sales pipelines, track deals, and manage projects without tool sprawl.

ClickUp AI helps you draft emails, summarize threads, and generate action items across tasks, Docs, and Chat. AI Notetaker transcribes meetings automatically. Autopilot Agents complete tasks autonomously based on your instructions. Connected Search finds work across ClickUp plus Google Drive, Salesforce, Jira, and Confluence.

ClickUp's mobile apps (iOS and Android) give field teams full access to tasks, time tracking, and real-time updates. Use Calendar and Timeline views for scheduling, assign tasks with location Custom Fields, and track progress with status workflows; all synced instantly across devices.

ClickUp's native Goals feature links directly to tasks with automatic progress rollup from execution. Set individual and team targets, track deal pipelines with custom statuses, and visualize performance with Dashboards. Formula Fields calculate commissions and metrics in real time.