Go beyond basic pipeline tracking with a flexible CRM for managing contacts, deals, follow-ups, projects, and team collaboration.
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Qualify inbound leads
4
Aug 18normal
Prep demo deck
6
Aug 22high
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Follow up cold accounts
3
Aug 12low
Negotiate enterprise deal
8
Aug 24high
Finalize deal proposal
5
Sep 3NormalPrioritizing…HighNormal
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MSA redlines
2
Aug 18high
Renewal quotes
8
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Closed Acme deal
5
Aug 2high
Territory plan
3
Jul 28normal
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BrainCreating task…
Trusted by the best
ClickUp CRM
Manage Every Deal from First Touch to Close
Track leads, opportunities, and customer accounts in one place. Custom fields, automations, and pipeline views give your sales team full visibility into every deal without a separate CRM tool.
Connected Workflows
Link Customer Work to the Projects That Deliver It
Connect deals to the tasks your team actually executes. When a deal closes, trigger the onboarding workflow automatically so nothing falls through the gap between sales and delivery.
The Everything App for Work
CRM Is Just the Start
ClickUp brings tasks, docs, goals, chat, and more into one platform so your team can plan, track, and deliver work without switching between tools.