Tasks & Checklists
Create tasks with subtasks so everyone knows what needs to be completed and by whom. Add simple checklists to outline each step in completing larger tasks.
The everything app for sales teams
ClickUp activates your sales team by bringing everything from lead tracking to customer onboarding and deal collaboration into one place.
- Visualize your pipeline
- Track account activity
- Collaborate on deals
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Automation
Automate sales processes and close faster.
Minimize data entry and keep leads moving through your pipeline with automations. Automatically assign tasks based on each stage of your process, trigger status updates for customer activity, and update priorities to alert your team on where to focus next.
CRM
Visualize and manage your process with a flexible CRM.
Manage your sales team, track prospects, and always know your next move so you never miss a sales opportunity. Customize your workflow to visualize your entire pipeline on a List, Kanban Board, Table, or any of ClickUp's 10+ views.
Data
Collect account details and track deal progress.
Qualify leads with custom Forms.
Streamline your intake process, organize response data, and automatically create tasks from branded Forms.
Eliminate bottlenecks with Dashboards.
See how deals track over time, who is closing, and how your team is performing overall. Easily identify hold-ups with Cumulative Flow, Burnup, Burndown, and Velocity charts.
Features
Break down silos & collaborate on accounts.
Comments
Leave comments on anything, assign action items, add docs, tables, bookmarks, and more for easy reference.
Custom Statuses
Customize statuses so your team knows which stage every account is in. Use pre-made templates or save your own to get started right away.
Chat
Collaborate and chat in anywhere in ClickUp. Send attachments, embed HTML and Google Docs, unfurl task links, and more.
Docs
Create docs, wikis, SOPs, proposals, and more. Bring them to life with rich text editing, leave comments, and collaborate with your team in real-time.
Column Calculations
Calculate numeric fields in List view to quickly total contract values, determine total cost to close, revenue, and more.
Task Templates
Save templates for common tasks with details, assignees, dates, rich editing, checklists and more. Streamline your process so you can get right to business.
Proof & Annotate
Proof and annotate contracts, PDFs, or images for seamless feedback and approval.
Spreadsheets
Add deal details to fields, edit in bulk, and export anywhere with ClickUp's robust Table view. It's the perfect replacement for bulky Excel or Google Sheets.
Custom Fields
Add all the information and data you need to get the job done: scoring, numbers, budgets, dropdowns, formula calculations, and more.
Templates
We’ve got templates for that.
Integrations
Integrate your favorite sales tools.
Sync your team's most important sales apps to ClickUp in seconds.
Reviews
Sales teams love ClickUp.
