The all-in-one flexible CRM.

ClickUp makes it easy to organize and grow your customer relationships with tracking, data visualizations, email, and more — all in one place.
Sales pipelines
Account management
Communication tools
Scale your customer relationships.

Join 200,000+ Highly Productive Teams

See clients and orders at a glance.
CRM Views

See clients and orders at a glance.

Organize your accounts in a list, Kanban board, or tables for quick data entry. ClickUp's 10+ flexible views make it easy to manage everything from sales pipelines to customer orders.
Analyze data for customer insights.
Dashboards

Analyze data for customer insights.

Create high-level views to monitor customer lifetime value, average deal sizes, and more. ClickUp's 50+ dashboard widgets make it easy to visualize all of your customer data in one place.
Centralize customer outreach.
Email

Centralize customer outreach.

Eliminate silos and fast-track communication by integrating your emails with ClickUp. Collaborate on deals, send project updates to clients, and onboard customers with a single email hub.
Build the perfect customer database.
Relationships

Build the perfect customer database.

Create your ideal system to store and analyze contacts, customers, and deals. Add links between tasks, documents, and more to easily track all your related work.
automations & forms

Save time and collect account info.

Automate your pipeline.
Automate your
pipeline.
Automatically assign tasks for each stage of your pipeline, trigger status updates based on activity, and switch priorities to alert your team on where to focus next.
Onboard customers in a snap.
Onboard customers in a snap.
Streamline your intake process, organize response data, and automatically create tasks with custom branded Forms.

Simplify account management.

features

01. Organize Customers

Organize Customers
Organize your accounts with a scalable hierarchy of Folders and Lists. Share projects with your clients and set granular permissions to control who sees what.

02. Manage Pipeline

Manage Pipeline
Manage your sales and account pipeline with custom status workflows. Save templates to manage everything from leads and clients to project deliveries.

03. Track Orders

Track Orders
Add custom fields to track orders, leads, scoring, and more. Save every datapoint and make reports for smarter analysis.

04. Work With Clients

Work With Clients
Add comments and assign them to clients or guests for quick approval. Or, assign your team so they know exactly what comes next to close the deal.

05. Discuss Initiatives

Discuss Initiatives
Collaborate and chat with your team from your desktop, mobile, and browser. Send attachments, embed HTML and Google Docs, unfurl task links, and more.

06. Tag and Filter

Tag and Filter
Add custom tags to your tasks to organize your accounts. Filter and sort any task or account by specific tags to quickly find what you're looking for.

07. Draft Docs

Draft Docs
Create docs, wikis, SOPs, proposals, and more. Embed Google Sheets, add rich formatting, leave comments, and edit with your team in real-time.

08. Set Processes

Set Processes
Set a clear order of operations with Task Dependencies by marking tasks as "waiting on" or "blocking" others. Link similar tasks together to easily jump between related work.

09. Calculate Deal Size

Calculate Deal Size
Calculate numeric fields in List view to quickly total contract values, determine total cost to close, revenue, and more.

10. Add Geographic Data

Add Geographic Data
Add a location field to see where your customers are on a map. Organize locations by account type, status, and more to get a geographic view of your clients.
Organize Customers
Organize your accounts with a scalable hierarchy of Folders and Lists. Share projects with your clients and set granular permissions to control who sees what.
Manage Pipeline
Manage your sales and account pipeline with custom status workflows. Save templates to manage everything from leads and clients to project deliveries.
Track Orders
Add custom fields to track orders, leads, scoring, and more. Save every datapoint and make reports for smarter analysis.
Work With Clients
Add comments and assign them to clients or guests for quick approval. Or assign your team so they know exactly what comes next to close the deal.
Discuss Initiatives
Collaborate and chat with your team from your desktop, mobile, and browser. Send attachments, embed HTML and Google Docs, unfurl task links, and more.
Tag and Filter
Add custom tags to your tasks to organize your accounts. Filter and sort any task or account by specific tags to quickly find what you're looking for.
Draft Docs
Create docs, wikis, SOPs, proposals, and more. Embed Google Sheets, add rich formatting, leave comments, and edit with your team in real-time.
Set Processes
Set a clear order of operations with Task Dependencies by marking tasks as "waiting on" or "blocking" others. Link similar tasks together to easily jump between related work.
Calculate Deal Size
Calculate numeric fields in List view to quickly total contract values, determine total cost to close, revenue, and more.
Add Geographic Data
Add a location field to see where your customers are on a map. Organize locations by account type, status, and more to get a geographic view of your clients.
Templates

Start with a CRM template or customize your own.

Account Management.
Use template
Real Estate Agent.
Use template
Customer Service.
Use template
Invoices.
Use template
Patient Management.
Use template
Hiring Candidates.
Use template
integrations

Integrate your favorite CRM tools.

Sync your team's most important apps to ClickUp in seconds.
Testimonials

Businesses love using ClickUp for their CRM.

Leader Spring 2020 ClickUp
I can have a CRM, project management and production tracking, all under one tool.
Walter P
Walter P , Sales Manager
ClickUp replaces a lot of different apps such as Trello, Dropbox, JIRA, Todo apps, team collaboration apps, chat apps, Evernote and even CRM. 
Tony S
Tony S , Small Business Owner
ClickUp is a complete platform that solves various functions of my company. I use it to manage sprints for my development teams, my marketing flow, and to manage a personalized CRM circuit with my clients.
Victor M
Victor M , Account Manager

Scale your customer
relationships today.

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