Sales Teams
Win more deals, miss nothing
Built for sales teams that move fast and close clean, with AI that takes action for you.
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It's FREE
Get started. It's FREE
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Trusted by the best
Every sales workflow in one connected system
PIPELINE MANAGEMENT
Your pipeline updates itself
Track every stage with Custom Fields, Dashboards, and views built for your motion. When something moves, everyone knows instantly. No status calls required.
DEAL STRATEGY
Your deal prep lives in ClickUp
Link Docs, attach files, and add tasks directly to any opportunity. Reps prep calls, draft proposals, and coordinate next steps without leaving ClickUp.
CUSTOMER HANDOFFS
Sales-to-CS handoffs without the broken telephone
When a deal closes, trigger onboarding tasks automatically. Sales notes, deal context, and commitments transfer to your CS team in one handoff. Nothing falls through.
SUPER AGENT SUITE
The 24/7 sales team that never loses a deal to disorganization
Super Agents in ClickUp run your pipeline coordination and rep prep on autopilot.
Full pipeline view, zero chasing
Deploy Super Agents to track every opportunity from first contact to close. They surface stalled accounts before they go cold.
REPLACES
- See every opportunity's stage, value, and close date instantly
- Forecast accuracy without pulling a report
- Stalled accounts surface automatically before they go cold
See every opportunity's stage, value, and close date instantly
Pipeline Agent tracks stage changes and flags stalled opportunities
Forecast Agent updates projections when values or close dates shift
Update Agent pulls rep activity into records automatically
Alert Agent notifies managers when key accounts go quiet
Every deal room, ready before the call
Put Super Agents on deal room prep for every call. They assemble notes, tasks, and proposals so reps walk in with full context.
REPLACES
- Call prep, proposals, and follow-ups in one record
- Internal tasks linked directly to the opportunity
- Notes from every meeting captured and searchable
Prep Agent compiles call notes and context before each meeting
Proposal Agent tracks draft versions and review status
Follow-up Agent creates next-step tasks after every call
Context Agent surfaces past interactions when accounts re-engage
Win rates rise when, reps stay prepared
Connect Super Agents to surface the right playbook at the moment reps need it. They accelerate ramp time and improve close rates on harder opportunities.
REPLACES
- Battlecards and playbooks accessible in any view
- New reps ramped and quota-ready in less time
- Enablement materials always up to date
- Enablement Agent surfaces relevant battlecards during active opportunities
- Onboarding Agent guides new reps through their first 90 days
- Library Agent keeps playbooks current and flags outdated versions
- Coaching Agent tracks rep performance and surfaces training gaps
Strategic accounts, in full context
Set Super Agents on strategic accounts for continuous monitoring. They surface renewal risk and assemble QBR prep from activity automatically.
REPLACES
- Stakeholder maps, meeting notes, and tasks per account
- Expansion signals tracked alongside progress
- QBR prep assembled automatically from activity
- Stakeholder Agent maps buying committees and tracks relationship health
- Renewal Agent flags accounts with declining engagement
- QBR Agent assembles quarterly review decks from activity
- Expansion Agent surfaces upsell signals from customer usage data
Your workflows, your AI agents
Expert-built Certified Agents trained on your processes and data — rapidly deployed, continuously maintained by ClickUp.
REPLACES
- Rapidly deployed Certified Agents scoped to your workflows
- Continuously maintained and improved by ClickUp
- Trained on your team's processes, tools, and data
- Your Custom Agent runs your workflows
- Forward Deployed Engineer builds and optimizes
- Certified Agents score 96 on quality benchmarks
- Expert-maintained agents improve over time
Stop chasing updates and start closing deals
Trusted by 5M+ teams
AI IN CLICKUP
The AI foundation for sales
CLICKUP BRAIN
Every deal answer, without hunting for it
Brain answers any question from your actual data, takes action on your behalf, and proactively surfaces what needs attention before you ask. One question gets you a full account picture so reps stay focused on closing.
SUPER AGENTS
Sales coordination that runs on autopilot
Super Agents in ClickUp coordinate your entire pipeline automatically. When a stage changes, the right people get notified, follow-ups get created, and your forecast stays current. Your reps focus on selling.
BUILT FOR SALES
Plus, everything you need to close more deals
Pipeline Dashboards
Track deal stage, forecast, and team performance in a real-time view built for your sales motion.
Deal Checklists
Standardize every stage with checklists that enforce your sales process and advance deals faster.
Deal Docs
Create proposals, account briefs, and meeting notes directly inside each deal record.
Automations
Trigger follow-ups, reassign owners, and update stages automatically when deal conditions are met.
Team Views
See every rep's pipeline, activity, and workload without asking for a status update.
Custom Fields
Track deal value, source, score, and any other field your sales motion requires.
Sales teams that run on ClickUp close more deals
28M+
Users across teams of all sizes
3.6M+
Already using ClickUp AI
85%
Of Fortune 500 companies choose ClickUp
BUILT FOR EVERY TEAM
ClickUp works across your whole company
When sales runs in ClickUp, it's easy to bring in marketing, operations, and customer success.
One platform. Every team.
One platform. Every team.
WORKS WITH YOUR STACK
Bring your whole sales stack into ClickUp
ClickUp integrates with Salesforce, HubSpot, Google Workspace, Slack, and 1,000+ more. Your deals stay in sync across every tool in your workflow.
MANAGE YOUR SALES PROCESS
Every capability your sales team needs to win
Gantt & Timeline Views
Plan quarter-end sprints and major account milestones on a timeline that updates with your deals.
Activity Calendar
See every meeting, follow-up, and deadline for the full team in a single calendar view.
Revenue Reporting
Build real-time reports on pipeline health, win rates, and rep performance from live deal data.
Sales Playbooks
Standardize your best sales motions into reusable templates any rep can deploy in seconds.
Mobile Pipeline
Update deals, log calls, and review your book of business from anywhere on the ClickUp mobile app.
Time Tracking
Track time spent on accounts and proposals. See where hours go and where reps need support.
Frequently asked questions
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