Track every deal by stage at a glance.
“Tracking lead sources in ClickUp showed me exactly where my best clients come from.”
Free forever.No credit card.
“Tracking lead sources in ClickUp showed me exactly where my best clients come from.”
Five open deals, $120,500 in play.
Transcript
Maggie Chan: Ida has some cool designs to share
Tasks Completed
Workload by status
Cumulative flow
“We've saved 40% of the time we used to spend building reports.”
Jordan Reed
Hey @Brain² — draft a follow-up for these leads and schedule send.
Brain²
Two drafts. Send times already set:
Each thread stays on the deal, with the follow-up on the calendar.
“We can run both the customer success pipeline and the sales process in the same system.”

“ClickUp is a huge productivity win, and the final ROI is impressive!”
Activity, email, and stage live on the same deal.Silent deals get a next step, not a reminder to log a call
Yes. ClickUp CRM is contacts, companies, deals, email, dashboards, and automations. Those records sit next to docs, tasks, and Brain, so the pipeline is not a separate database.
Free forever. Start in minutes.