Popl captures leads. ClickUp turns them into revenue.

ClickUp offers import tools for Asana, Jira, Trello, Notion, and spreadsheets to bring in your tasks and custom fields. The 24/7 support team and ClickUp University provide on-demand training to help your team get started. You can set up CRM workflows with Custom Fields and automations in minutes, so your sales team can start managing leads without manual data entry or steep learning curves.

Yes. ClickUp's Free Forever plan includes unlimited tasks, unlimited members, collaborative Docs, Whiteboards, real-time Chat, and core views like List and Board. Your sales team can manage leads, collaborate on deals, and track progress without paying for basic functionality or hitting storage limits on essential features.

ClickUp provides native CRM capabilities with 15+ Custom Field types (Email, Phone, Location, Rating, Progress, Money), Formula Fields for calculations, and 100+ automations for lead routing and follow-up. Native integrations with Salesforce, HubSpot, and Zoho sync data in real-time, eliminating manual imports and spreadsheet delays. You can track leads from capture to close in one workspace.

Yes. ClickUp's Offline Mode lets you access tasks, reminders, and notes without connectivity. Changes sync automatically when you reconnect, so your sales team never loses work or waits for internet access to capture critical lead information during events or travel.

ClickUp AI includes writing assistance for follow-up emails, task summarization for deal updates, AI Fields for data extraction, and AI Notetaker for meeting transcription. Connected Search indexes across ClickUp and connected apps like Salesforce and Google Drive, so you find lead information instantly without app-switching. Autopilot Agents automate routine tasks like lead assignment and status updates.

ClickUp unifies tasks, Docs, Chat, and Whiteboards in one workspace with real-time collaboration, @mentions, and assigned comments. Flexible guest permissions let you share specific tasks, Lists, or Folders with clients or external partners. No separate accounts or cumbersome exports; everyone works in the same platform with full visibility into deal progress.