ClickUp CRM

Your deals deserve the full picture.

Other CRMs track the deal. This tracks the deal and the work. One record from the first call through to the final deliverable.

Free forever.No credit card.

4.6 stars · 25,000+ reviews
Trusted by the best
Matt Piazzano, Wallester

Matt Piazzano

CRM Team Lead, Wallester
ClickUp gave us a clear view of the entire customer journey.
Danielle Coimbra, Wallester

Danielle Coimbra

Head of PR & Communications, Wallester
ClickUp has been transformative. Every launch, campaign, or announcement is tracked in one place.
Justin Strader, Mentions

Justin Strader

Director of SEO, Mentions
It combines CRM and project management under one roof, so I no longer need separate tools for each.
Emily Turi, Wingspan Integrated Marketing

Emily Turi

Operations Specialist, Wingspan Integrated Marketing
We tried Salesforce, but it wasn't efficient enough, and now, we live in CU every day.
Matt Piazzano, Wallester

Matt Piazzano

CRM Team Lead, Wallester
ClickUp gave us a clear view of the entire customer journey.
Danielle Coimbra, Wallester

Danielle Coimbra

Head of PR & Communications, Wallester
ClickUp has been transformative. Every launch, campaign, or announcement is tracked in one place.
Justin Strader, Mentions

Justin Strader

Director of SEO, Mentions
It combines CRM and project management under one roof, so I no longer need separate tools for each.
Emily Turi, Wingspan Integrated Marketing

Emily Turi

Operations Specialist, Wingspan Integrated Marketing
We tried Salesforce, but it wasn't efficient enough, and now, we live in CU every day.
Matt Piazzano, Wallester

Matt Piazzano

CRM Team Lead, Wallester
ClickUp gave us a clear view of the entire customer journey.
Danielle Coimbra, Wallester

Danielle Coimbra

Head of PR & Communications, Wallester
ClickUp has been transformative. Every launch, campaign, or announcement is tracked in one place.
Justin Strader, Mentions

Justin Strader

Director of SEO, Mentions
It combines CRM and project management under one roof, so I no longer need separate tools for each.
Emily Turi, Wingspan Integrated Marketing

Emily Turi

Operations Specialist, Wingspan Integrated Marketing
We tried Salesforce, but it wasn't efficient enough, and now, we live in CU every day.
Matt Piazzano, Wallester

Matt Piazzano

CRM Team Lead, Wallester
ClickUp gave us a clear view of the entire customer journey.
Danielle Coimbra, Wallester

Danielle Coimbra

Head of PR & Communications, Wallester
ClickUp has been transformative. Every launch, campaign, or announcement is tracked in one place.
Justin Strader, Mentions

Justin Strader

Director of SEO, Mentions
It combines CRM and project management under one roof, so I no longer need separate tools for each.
Emily Turi, Wingspan Integrated Marketing

Emily Turi

Operations Specialist, Wingspan Integrated Marketing
We tried Salesforce, but it wasn't efficient enough, and now, we live in CU every day.
Matt Piazzano, Wallester

Matt Piazzano

CRM Team Lead, Wallester
ClickUp gave us a clear view of the entire customer journey.
Danielle Coimbra, Wallester

Danielle Coimbra

Head of PR & Communications, Wallester
ClickUp has been transformative. Every launch, campaign, or announcement is tracked in one place.
Justin Strader, Mentions

Justin Strader

Director of SEO, Mentions
It combines CRM and project management under one roof, so I no longer need separate tools for each.
Emily Turi, Wingspan Integrated Marketing

Emily Turi

Operations Specialist, Wingspan Integrated Marketing
We tried Salesforce, but it wasn't efficient enough, and now, we live in CU every day.
Matt Piazzano, Wallester

Matt Piazzano

CRM Team Lead, Wallester
ClickUp gave us a clear view of the entire customer journey.
Danielle Coimbra, Wallester

Danielle Coimbra

Head of PR & Communications, Wallester
ClickUp has been transformative. Every launch, campaign, or announcement is tracked in one place.
Justin Strader, Mentions

Justin Strader

Director of SEO, Mentions
It combines CRM and project management under one roof, so I no longer need separate tools for each.
Emily Turi, Wingspan Integrated Marketing

Emily Turi

Operations Specialist, Wingspan Integrated Marketing
We tried Salesforce, but it wasn't efficient enough, and now, we live in CU every day.
Capabilities

Everything your CRM does. And the work it leaves for you.

Pipeline, contacts, email, dashboards, automations, forms, docs, whiteboards, and time tracking. One workspace, one record per deal.
CRM Views

Track every deal by stage at a glance.

Tracking lead sources in ClickUp showed me exactly where my best clients come from.

Kate MorgaOwner & Lead Travel Advisor, Adventure Smarter
Performance Dashboards

Analyze pipeline, win rate, and forecast.

We've saved 40% of the time we used to spend building reports.

Charles FreyProcess Manager, QubicaAMF
Email Management

Send mail. Never miss follow-up.

Relationships

See a deal with account history.

Automations & Forms

Capture leads. Run automations.

Deal to project

Spin up delivery for closed-won handoffs.

We can run both the customer success pipeline and the sales process in the same system.

Ricardo CorezolaCustomer Success & Partners, Contentools
Brain² Artifacts

Build deliverables from your work in one prompt.

  • Pitch deck
  • Proposal
  • Client dashboard
  • Pipeline report
Brain² Revenue Pipeline artifact: a live Q3 forecast dashboard generated from workspace deals

ClickUp is a huge productivity win, and the final ROI is impressive!

Christopher ManhoffFounder, Next Act Solutions

AI that does not just watch. It works.

Other CRMs bolt on a chatbot. ClickUp Super Agents read the deal, the docs, and the delivery work, then take the next action.
Integrations

Connect the tools you already use.

Email, calendar, and chat land on the deal instead of another tab.
Slack
Chrome
GitHub
Microsoft Teams
HubSpot
OneDrive
Outlook
CloudApp
Todoist
Trello
Asana
Giphy
Tableau
Discord
Miro
Calendly
Bugsnag
Twilio
LambdaTest
Time Doctor
TimeCamp
TMetric
Timely
Front
Zendesk
Box
Intercom
Google Hangouts Chat
Sunsama
Salesforce
Sleekplan
Slab
PractiTest
ProBackup
Savemyleads
Memtime
Marker.io
n8n
Monitask
Merge
Pably
HelpScout
Integrately
GoogleForms
Hubstaff
AirTable
RingCentral
Station
EasyInsight
GoogleSheets
Evernote
Protractor
Shift
Canny
Support Bee
Unito
Make
Grammarly
Jira
Monday.com
WebWork
Zohoflow
Typeform
Userback
Basecamp
Wrike
Confluence
Clockify
SSO
Jotform
PomoDone
Timeneye
DueFocus
Sentry
Bitbucket
Zoom
Loom
Google Calendar
Figma
GitLab
Webhooks
Everhour
Toggl
Slack
Chrome
GitHub
Microsoft Teams
HubSpot
OneDrive
Outlook
CloudApp
Todoist
Trello
Asana
Giphy
Tableau
Discord
Miro
Calendly
Bugsnag
Twilio
LambdaTest
Time Doctor
TimeCamp
TMetric
Timely
Front
Zendesk
Box
Intercom
Google Hangouts Chat
Sunsama
Salesforce
Sleekplan
Slab
PractiTest
ProBackup
Savemyleads
Memtime
Marker.io
n8n
Monitask
Merge
Pably
HelpScout
Integrately
GoogleForms
Hubstaff
AirTable
RingCentral
Station
EasyInsight
GoogleSheets
Evernote
Protractor
Shift
Canny
Support Bee
Unito
Make
Grammarly
Jira
Monday.com
WebWork
Zohoflow
Typeform
Userback
Basecamp
Wrike
Confluence
Clockify
SSO
Jotform
PomoDone
Timeneye
DueFocus
Sentry
Bitbucket
Zoom
Loom
Google Calendar
Figma
GitLab
Webhooks
Everhour
Toggl
Slack
Chrome
GitHub
Microsoft Teams
HubSpot
OneDrive
Outlook
CloudApp
Todoist
Trello
Asana
Giphy
Tableau
Discord
Miro
Calendly
Bugsnag
Twilio
LambdaTest
Time Doctor
TimeCamp
TMetric
Timely
Front
Zendesk
Box
Intercom
Google Hangouts Chat
Sunsama
Salesforce
Sleekplan
Slab
PractiTest
ProBackup
Savemyleads
Memtime
Marker.io
n8n
Monitask
Merge
Pably
HelpScout
Integrately
GoogleForms
Hubstaff
AirTable
RingCentral
Station
EasyInsight
GoogleSheets
Evernote
Protractor
Shift
Canny
Support Bee
Unito
Make
Grammarly
Jira
Monday.com
WebWork
Zohoflow
Typeform
Userback
Basecamp
Wrike
Confluence
Clockify
SSO
Jotform
PomoDone
Timeneye
DueFocus
Sentry
Bitbucket
Zoom
Loom
Google Calendar
Figma
GitLab
Webhooks
Everhour
Toggl
ClickUp Logo
Slack
Chrome
GitHub
Microsoft Teams
HubSpot
OneDrive
Outlook
CloudApp
Todoist
Trello
Asana
Giphy
Tableau
Discord
Miro
Calendly
Bugsnag
Twilio
LambdaTest
Time Doctor
TimeCamp
TMetric
Timely
Front
Zendesk
Box
Intercom
Google Hangouts Chat
Sunsama
Salesforce
Sleekplan
Slab
PractiTest
ProBackup
Savemyleads
Memtime
Marker.io
n8n
Monitask
Merge
Pably
HelpScout
Integrately
GoogleForms
Hubstaff
AirTable
RingCentral
Station
EasyInsight
GoogleSheets
Evernote
Protractor
Shift
Canny
Support Bee
Unito
Make
Grammarly
Jira
Monday.com
WebWork
Zohoflow
Typeform
Userback
Basecamp
Wrike
Confluence
Clockify
SSO
Jotform
PomoDone
Timeneye
DueFocus
Sentry
Bitbucket
Zoom
Loom
Google Calendar
Figma
GitLab
Webhooks
Everhour
Toggl
Slack
Chrome
GitHub
Microsoft Teams
HubSpot
OneDrive
Outlook
CloudApp
Todoist
Trello
Asana
Giphy
Tableau
Discord
Miro
Calendly
Bugsnag
Twilio
LambdaTest
Time Doctor
TimeCamp
TMetric
Timely
Front
Zendesk
Box
Intercom
Google Hangouts Chat
Sunsama
Salesforce
Sleekplan
Slab
PractiTest
ProBackup
Savemyleads
Memtime
Marker.io
n8n
Monitask
Merge
Pably
HelpScout
Integrately
GoogleForms
Hubstaff
AirTable
RingCentral
Station
EasyInsight
GoogleSheets
Evernote
Protractor
Shift
Canny
Support Bee
Unito
Make
Grammarly
Jira
Monday.com
WebWork
Zohoflow
Typeform
Userback
Basecamp
Wrike
Confluence
Clockify
SSO
Jotform
PomoDone
Timeneye
DueFocus
Sentry
Bitbucket
Zoom
Loom
Google Calendar
Figma
GitLab
Webhooks
Everhour
Toggl
Slack
Chrome
GitHub
Microsoft Teams
HubSpot
OneDrive
Outlook
CloudApp
Todoist
Trello
Asana
Giphy
Tableau
Discord
Miro
Calendly
Bugsnag
Twilio
LambdaTest
Time Doctor
TimeCamp
TMetric
Timely
Front
Zendesk
Box
Intercom
Google Hangouts Chat
Sunsama
Salesforce
Sleekplan
Slab
PractiTest
ProBackup
Savemyleads
Memtime
Marker.io
n8n
Monitask
Merge
Pably
HelpScout
Integrately
GoogleForms
Hubstaff
AirTable
RingCentral
Station
EasyInsight
GoogleSheets
Evernote
Protractor
Shift
Canny
Support Bee
Unito
Make
Grammarly
Jira
Monday.com
WebWork
Zohoflow
Typeform
Userback
Basecamp
Wrike
Confluence
Clockify
SSO
Jotform
PomoDone
Timeneye
DueFocus
Sentry
Bitbucket
Zoom
Loom
Google Calendar
Figma
GitLab
Webhooks
Everhour
Toggl
Honest comparison

How ClickUp CRM stacks up.

See other comparisons
CRM
Pipeline management
Connected projects
Super Agents
Brain² Artifacts
Automations
Custom dashboards
Free plan
Knowledge management
Docs
Wikis
Whiteboards
Conversations
DMs, channels, threads
Video & voice calls
Screen recording Clips
ClickUp
ClickUp CRM
Included
Included
Included
Included
Included
Included
Included
Included
Included
Included
Included
Included
Included
HubSpot
HubSpot Starter
Included
Not included
Not included
Not included
Not included
Not included
Not included
Monday.com
Monday CRM
Included
Not included
Included
Included
Not included
Not included
Not included
Not included

Frequently asked questions

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.

Stop juggling tools. Start closing deals.

No credit card. No 30-minute onboarding call. Your workspace is ready.

Free forever. Start in minutes.