Sales Project Management Software by ClickUp™

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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Your entire sales funnel, in one place.

Google

Padres

Automate sales processes and close faster.

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.

Visualize and manage your process with a flexible CRM.

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

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.

Break down silos & collaborate on accounts.

features

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.

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.

Task and 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.

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.

Embed

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.

Account Management.

CRM.

Commission Tracking.

integrations

Integrate your favorite sales tools.

Chrome

Toggl

Harvest

Timely

Everhour

Timeneye

Timecamp

PomoDoneApp

Dropbox

OneDrive

Box

Gitlab

Bitbucket

Webhooks

Api

Figma

Jira

Integromat

Zapier

Google calendar task sync

Calenadar syncing with outlook

Outlook

Calendly

Slack

Outlook

Zoom

Alexa

Google Assistant

Front

Calendly

Ring central

Hubspot

Google Forms

Helpscout

Intercom

Salesforce

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

reviews

Sales teams love ClickUp.

My service teams use Smartsheet, my sales use Wunderlist, We all use Slack… Your product has the feature set we need & with the simple user interface my sales team desires.

Yancy Lancaster

As an entrepreneur with as many as 1-3 companies and 5-60 sales/service members I think somebody finally got it! I am looking forward to pressing further into ClickUp.

Cody Fisher

We have been using Trello, Favro, Asana etc. and none of the systems enabled us to have both marketing, sales, customer success and development in the same system. ClickUp makes that possible.

I'm a huge fan of the sub-tasks and nested views.

Emil K

Emil K

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Free training & 24-hour support

Serious about security & privacy

99.99% uptime the last 12 months