AI-powered customer management
The everything app for managing customer relationships
Bring your CRM, pipeline, and customer collaboration into one platform—all powered by AI that helps your customer teams accelerate deals, improve retention, and grow revenue.
Free forever.
No credit card.
25,000+ reviews from
Trusted by the world’s leading businesses
The ClickUp way
Managing customers is messy—let's fix it
Disconnected tools and silos create friction in the customer journey. ClickUp unifies your pipeline, knowledge, and collaboration—so teams can focus on customers, not managing tools.
The old way
- Scattered customer data across emails, CRMs, and spreadsheets
- Missed follow-ups delaying deals
- Sales, success, and support working in silos
- No visibility into renewals and expansion
The ClickUp way
- Your CRM data, docs, and chat in one place
- Automated follow-ups and deal updates reduce manual work
- Seamless collaboration between teams ensures smooth handoffs
- Proactive tracking for renewals and growth
ClickUp AI
The world’s most complete AI for growing customer relationships
From automating follow-ups to surfacing insights, ClickUp AI eliminates busywork and arms your team with answers to grow customers faster.
AI automates CRM workflows
Automatically assign leads, update deal stages, and trigger follow-ups—keeping your pipeline fresh.
Turns conversations into action
Summarize chats and calls, extracts insights, and generate trackable tasks from any conversation for next steps.
Finds customer data instantly
Retrieve deal history, account notes, and files in seconds—across ClickUp and connected apps.
CRM and sales automation
A CRM that adapts to your workflow—not the other way around
ClickUp adapts to your pipeline with flexible workflows, automated tasks, and smooth handoffs so your team can focus on customers, not busywork.
Customizable CRM & sales workflows
Build a tailored CRM with 15+ customizable views for pipeline tracking, deal stages, and automation—so your process works your way.
Automations for lead & deal updates
Auto-assign leads, update deal stages, and trigger follow-ups—freeing your team from admin work.
CRM and email Sync for seamless data flow
Integrate with Salesforce, HubSpot, Gmail, and Outlook to sync customer data, emails, and follow-ups.
Forms that feed your pipeline
Capture leads and customer inquiries automatically— then route them to the right workflow so no opportunity is missed.
AI-powered Custom Fields to track account data
Enrich contact records with order tracking, lead scoring and files—then add AI-generated fields for insights, next steps, and recommendations.
Customer collaboration
Collaborate on accounts, from call to close
Unite sales, customer success, and support with perfectly synced processes that ensure every deal advances and every renewal is tracked.
Chat that drives action and outcomes
Chat in real-time and generate trackable tasks from any conversation, so follow-ups are never lost.
Docs & wikis that keep teams on the same page
Store and share playbooks, onboarding guides, and documents—giving everyone access to the latest information in one place.
AI Notetaker for calls and meetings
Automatically capture key insights and action items from sales calls—so every meeting moves deals forward.
Tasks for post-sales teamwork and handoffs
Assign tasks, track deliverables, and align with CS & implementation teams—so every deal moves from close to success.
Guest access and client collaboration
Add clients as guests to review proposals, approve agreements, and track deliverables—without endless email chains.
Revenue tracking and insights
Track pipeline and turn customer insights into more deals
Track pipeline health, retention trends, and revenue growth—so everyone knows where to focus and when.
Dashboards that track revenue and quotas
Monitor deal velocity, conversion rates, and churn risk on shareable Dashboards with 50+ customizable widgets.
Connected Search for instant files and insights
Find deal details, contracts, and customer history instantly across ClickUp and connected sales tools.
AI-powered insights and summaries
ClickUp AI generates insights, summarizes account activity, and pulls updates—keeping everyone aligned on what's next.
Time tracking for account productivity
Track time spent on deals, calls, and client interactions to optimize resources and maximize selling time.
Formula calculations for pipeline and deal value
Automatically calculate commissions, pipeline totals, and revenue forecasts with custom formula calculations.
Integrations
ClickUp makes your favorite tools better
Integrate ClickUp with your entire sales and success stack—from CRMs and email to automation tools and analytics—so you collaborate lightning-fast in one place.
Templates
There’s a template for that
Set up CRM workflows in minutes with customizable templates for pipeline tracking, account management, and revenue forecasting.
Customer stories
Real teams, unreal results
From building pipeline and closing deals to expanding accounts—ClickUp helps teams of all types stay organized, collaborate, and reach goals faster.
From our blog
Related articles
Join 3 million teams building the future with ClickUp
Unify CRM workflows, automate account management, and close more deals—all in one platform.
25,000+ reviews fromWhy customer teams love ClickUp
Mills R.
ClickUp offers ease to users, its UI is perfect and gives you plenty of tools to review your work and follow your pipeline so you don't miss out on deals!
Freddie V.
The ease to migrate from other platforms it's a plus. It is the most complete and customizable platform that exists for the price paid. I use it every day to keep organized with my sales clients
Everet S.
The ability to leave comments that are visible between all members of a workspace and attach items, move status, etc. was a game changer for my sales team.
Mills R.
ClickUp offers ease to users, its UI is perfect and gives you plenty of tools to review your work and follow your pipeline so you don't miss out on deals!
Freddie V.
The ease to migrate from other platforms it's a plus. It is the most complete and customizable platform that exists for the price paid. I use it every day to keep organized with my sales clients
Everet S.
The ability to leave comments that are visible between all members of a workspace and attach items, move status, etc. was a game changer for my sales team.
Mills R.
ClickUp offers ease to users, its UI is perfect and gives you plenty of tools to review your work and follow your pipeline so you don't miss out on deals!
Freddie V.
The ease to migrate from other platforms it's a plus. It is the most complete and customizable platform that exists for the price paid. I use it every day to keep organized with my sales clients
Everet S.
The ability to leave comments that are visible between all members of a workspace and attach items, move status, etc. was a game changer for my sales team.
Amir G.
ClickUp is an incredible platform that can fit basically any business need, even as a full blown CRM.
Christopher M.
We rely on it for almost every operation in our company from managing HR to sales pipelines to accounting close schedules to project management.
Joseph N.
I use it for everything in my business, from managing my sales pipeline to CRM sales cycle as well as team communications and my production schedule.
Amir G.
ClickUp is an incredible platform that can fit basically any business need, even as a full blown CRM.
Christopher M.
We rely on it for almost every operation in our company from managing HR to sales pipelines to accounting close schedules to project management.
Joseph N.
I use it for everything in my business, from managing my sales pipeline to CRM sales cycle as well as team communications and my production schedule.
Amir G.
ClickUp is an incredible platform that can fit basically any business need, even as a full blown CRM.
Christopher M.
We rely on it for almost every operation in our company from managing HR to sales pipelines to accounting close schedules to project management.
Joseph N.
I use it for everything in my business, from managing my sales pipeline to CRM sales cycle as well as team communications and my production schedule.
Mills R.
ClickUp offers ease to users, its UI is perfect and gives you plenty of tools to review your work and follow your pipeline so you don't miss out on deals!
Freddie V.
The ease to migrate from other platforms it's a plus. It is the most complete and customizable platform that exists for the price paid. I use it every day to keep organized with my sales clients
Everet S.
The ability to leave comments that are visible between all members of a workspace and attach items, move status, etc. was a game changer for my sales team.
Amir G.
ClickUp is an incredible platform that can fit basically any business need, even as a full blown CRM.
Christopher M.
We rely on it for almost every operation in our company from managing HR to sales pipelines to accounting close schedules to project management.
Joseph N.
I use it for everything in my business, from managing my sales pipeline to CRM sales cycle as well as team communications and my production schedule.
Mills R.
ClickUp offers ease to users, its UI is perfect and gives you plenty of tools to review your work and follow your pipeline so you don't miss out on deals!
Freddie V.
The ease to migrate from other platforms it's a plus. It is the most complete and customizable platform that exists for the price paid. I use it every day to keep organized with my sales clients
Everet S.
The ability to leave comments that are visible between all members of a workspace and attach items, move status, etc. was a game changer for my sales team.
Amir G.
ClickUp is an incredible platform that can fit basically any business need, even as a full blown CRM.
Christopher M.
We rely on it for almost every operation in our company from managing HR to sales pipelines to accounting close schedules to project management.
Joseph N.
I use it for everything in my business, from managing my sales pipeline to CRM sales cycle as well as team communications and my production schedule.
Mills R.
ClickUp offers ease to users, its UI is perfect and gives you plenty of tools to review your work and follow your pipeline so you don't miss out on deals!
Freddie V.
The ease to migrate from other platforms it's a plus. It is the most complete and customizable platform that exists for the price paid. I use it every day to keep organized with my sales clients
Everet S.
The ability to leave comments that are visible between all members of a workspace and attach items, move status, etc. was a game changer for my sales team.
Amir G.
ClickUp is an incredible platform that can fit basically any business need, even as a full blown CRM.
Christopher M.
We rely on it for almost every operation in our company from managing HR to sales pipelines to accounting close schedules to project management.
Joseph N.
I use it for everything in my business, from managing my sales pipeline to CRM sales cycle as well as team communications and my production schedule.
