Sales & CRM

Boost your sales process with ClickUp's Sales & CRM templates. Track leads, nurture relationships, and close deals with tools designed for sales success.

This is the perfect way to track a user's latest activity, contacts, account renewals, and risks. With your playbook just a click away, account management will be a breeze!

Account Management

ClickUp avatarBy ClickUp
Effective account management includes both sustaining current opportunities and developing new business. This template offers an efficient approach to managing all of your accounts, notes, and follow ups in one location. You can focus on timelines and priority accounts with different views to choose from.

Account Planning

ClickUp avatarBy ClickUp
Company-wide meetings are vital to keeping communication open across the organization, and ensuring everyone is aligned and up to speed with individual and group targets. There's room to share information from updates to announcements about future agendas and encourage collaboration, clarity, and alignment.

All Hands Meeting

ClickUp avatarBy ClickUp
The success of your business usually depends on a well-crafted sales strategy. With this, ClickUp got you this B2B Sales Strategy template to assist you in developing this very important document.

B2B Sales Strategy

ClickUp avatarBy ClickUp
Have a clear overview of your employee incentive program using this Bonus Matrix template that ClickUp has stored for you!

Bonus Matrix

ClickUp avatarBy ClickUp
Stay on top of all things client related. This template allows you to track all activities for your clients in addition to documenting style guides and internal processes. #brand management #clients #SOPs #style guide

Brand Management

ClickUp avatarBy ClickUp
Without any means of contact, connecting with many businesses in a given area might be stressful. You may learn more about a company and establish contact with them quickly by using the ClickUp Business Directory template.

Business Directory

ClickUp avatarBy ClickUp
Customer relationship management (CRM) is the foundation for building relationships with your prospects and customers. This lightweight and powerful CRM has everything you need to manage your sales pipeline, including tracking of leads, deals, accounts, and contacts. It helps you to qualify leads, win deals, and build relationships with your customers.

CRM

ClickUp avatarBy ClickUp

Free forever with 100MB storage

icon of life preserver ring

Free training & 24-hours support

icon of a shield

Serious about security & privacy

icon of a odometer

Highest levels of uptime the last 12 months