AI-powered sales management
The everything app for sales teams
Bring your sales pipeline, collateral, and chat into one platform—all powered by AI that accelerates every step of the sales process, from prospecting to deal closure.
Free forever.
No credit card.
25,000+ reviews from
Trusted by the world’s leading businesses
The ClickUp way
The sales process is scattered, let's fix it
Disconnected tools and missed follow-ups sabotage sales. ClickUp unifies your entire operation—from CRM to deal workflows—empowering you to move fast and maximize revenue.
The old way
- Customer data across CRMs, sheets, and emails
- Manual data entry slows down follow-ups
- Work silos between sales, support, and success
- Fragmented visibility into your pipeline
The ClickUp way
- Your pipeline, data, and chat in one platform
- Automated follow-ups, updates, and deal stages
- Teams aligned on every opportunity
- AI-powered CRM that scales to your needs
ClickUp AI
The world’s most complete AI for sales teams
Meet the first AI that works across your entire sales cycle—automatically moving processes forward, arming your team with answers, and fast-tracking every part of your sales engine.
Automates sales workflows
Automatically update deal stages, assigns tasks, and trigger follow-ups—keeping your pipeline active without manual effort.
Moves conversation into action
ClickUp AI generates tasks from discussions, finds answers, and ensures follow-through from any conversation.
Finds anything, instantly
AI-powered search finds customer history, proposals, and all assets from ClickUp and connected apps with contextual insights.
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 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.
AI-powered Custom Fields to track account data
Enrich contact records with orders, lead scoring and files—with AI-driven fields for insights and next steps.
Forms that feed your pipeline
Capture leads and customer inquiries automatically— then route them to the right workflow so no opportunity is missed.
Smarter sales collaboration
Keep your teams aligned, from call to close
ClickUp makes it easy to collaborate and move fast together, allowing you to execute on more opportunities as a unified sales team.
Chat that drives action and outcomes
Chat in real-time and generate trackable tasks from any conversation, so follow-ups are never lost.
Docs for playbooks and proposals
Store proposals, battle cards, and contracts in one place—so everyone always has the latest collateral ready.
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 success and 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.
Actionable insights and revenue tracking
Monitor pipeline and turn data into deals
Get real-time visibility into deals, team productivity, and revenue trends—your team always know what to focus on and when.
Dashboards that track revenue and quotas
Monitor sales performance with 50+ customizable widgets for tracking key metrics.
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 sales productivity
Track time spent on deals, calls, and client interactions to optimize resources and maximize selling time.
Formula calculations for pipeline and projections
Automatically calculate commissions, pipeline totals, and revenue forecasts with custom formula calculations.
Customer stories
Real teams, unreal results
Whether you're building pipeline, closing deals, or expanding accounts—ClickUp helps teams of all types and sizes stay organized, collaborate faster, and reach goals big and small.
Integrations
ClickUp makes your favorite tools better
Bring your sales stack into one place with over 1,000+ integrations. From CRMs to contract management, ClickUp connects to the apps your team relies on to create happy customers.
Templates
Get started fast with templates built for sales teams
Set up your sales workflows in minutes with customizable templates for pipeline management, funnel tracking, and customer success, and more.
Resources
From our blog
Join 3 million teams building the future with ClickUp
Ditch disconnected tools. Unify your sales process, automate customer management, and close more deals—all in one platform.
25,000+ reviews fromWhy sales teams love ClickUp
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.
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.
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.
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.
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.
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.
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
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.
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
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.
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
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.
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!
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.
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.
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
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.
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!
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.
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.
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
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.
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!
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.
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.
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
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.
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!
