Ploomes CRM tracks deals. ClickUp ships them.

ClickUp provides CSV import tools to bring in your contacts, deals, and custom fields from spreadsheets or other systems. The platform's intuitive interface minimizes the learning curve, and 24/7 support helps your team get operational quickly without lengthy setup delays.

Yes. ClickUp's Free Forever plan includes unlimited tasks, unlimited members, collaborative Docs, Whiteboards, real-time Chat, and basic Custom Fields. No mandatory paid licenses or minimum user requirements. Your team can start managing contacts, deals, and projects immediately at zero cost.

Absolutely. ClickUp unifies tasks, Docs, Whiteboards, Chat, Goals, and Dashboards in one workspace. Build a customizable CRM with 15+ Custom Field types (Phone, Email, Money, Progress), track deals through custom statuses, automate workflows, and manage projects without tool sprawl or sync headaches.

ClickUp's Offline Mode lets you access tasks, reminders, and notes without internet connectivity. Changes sync automatically when you reconnect, ensuring field teams stay productive and data remains consistent across devices without disruption to workflows during limited connectivity.

ClickUp AI helps draft emails, summarize tasks, and write proposals. AI Notetaker transcribes SyncUps meetings and generates action items. Connected Search finds information across ClickUp plus connected apps like Google Drive, Salesforce, and Jira. Autopilot Agents automate routine tasks so your team focuses on closing deals.

ClickUp offers 100+ automation triggers and actions on paid plans to streamline sales workflows, plus 1,000+ integrations including Zapier, Salesforce, HubSpot, Slack, and Google Workspace. Native time tracking, Formula Fields, and custom statuses enable end-to-end sales pipeline automation without constant manual updates or per-module fees.