ClickUp

ClickUp’s built-in CRM offers a range of standard features commonly found in CRM tools, including contact management, sales tracking, email integration, and reporting. As a cloud-based platform, ClickUp can be accessed from most browsers and standalone ClickUp apps for desktop (Windows and Mac), iOS, and Android. There are also extensions for Chrome and Outlook.

Here are the key CRM features of ClickUp:

Customizable Sales Pipelines

ClickUp’s Board view can create and manage sales pipelines, with over 10 views available, such as Table, List, and Kanban. This lets teams visualize deal stages and track progress. Also, the views are customizable for different stages with different statuses. You can also add custom fields to track deal-specific information, such as contact details or deal value, and easily drag-and-drop tasks as they progress through the sales funnel.

Centralized Customer Interaction

Email integrations can bring interactions with customers into the ClickUp environment for a more cohesive, centralized view. Sales and customer teams can send and receive emails through the ClickUp platform. They can also link conversations to specific tasks or deals. Clients can also be notified of task progress, especially where their approval and insight are needed.

Automations

ClickUp offers powerful automation to reduce repetitive manual work, now enhanced by AI Agents. Teams can create rules to automatically update a deal’s status or assign tasks, but the AI Agents go further by autonomously managing complex workflows and updates across the platform. As soon as a trigger action is taken or a condition is met, the AI ensures the sales process moves forward, reducing the team’s administrative burden significantly.

Documents and Forms

ClickUp Docs can be used as a collaborative word processor, allowing teams to create dynamic documents, wikis, and knowledge bases directly within the platform. These documents can be linked to tasks, embed tasks and other views, and support real-time collaboration with comments and assigned action items. Similarly, ClickUp also provides forms for data collection from other team members and clients that can be directly linked to tasks. Forms can even be branded.

Autonomous AI Agents for Sales

ClickUp’s AI Agents represent a major evolution for sales teams. Unlike simple automations, these agents can autonomously manage tasks and workflows. For a CRM, this means AI Agents can handle routine “busywork” such as updating deal statuses, organizing client notes, or flagging follow-ups without manual input. This allows sales teams to focus on closing deals while the AI manages the administrative side of the pipeline.

ClickUp is well-designed and, thanks to ClickUp 4.0, now features a cleaner and faster user interface. The update improves the flow of navigation, making it easier to jump between sales pipelines and project tasks without lag. While setting up a customized CRM workspace still involves a learning curve, the improved performance and “cleaner experience” of version 4.0 make the platform feel much more approachable. Additionally, the new AI Agents help reduce the complexity by handling repetitive management tasks autonomously.

ClickUp handles contact management not as a traditional, built-in CRM module, but through its highly flexible and customizable core features. For instance, sales teams can create a contacts database using list or table views with a custom field for relevant contact details of prospective and existing clients. This customization makes contact management easy for different niches of businesses that may not always need standardized fields.

Furthermore, ClickUp’s native email integration and automations allow for seamless one-on-one communication and related tasks. Team members can send and receive emails from the client directly within the application and even tie them to tasks. Clients can also be added to tasks, and they, in turn, can add comments.

For sales pipeline management, sales staff can create customized views of leads and add custom stages to track where each lead is in the sales cycle. Once locked in and onboarded, those leads can be moved to the client database seamlessly.

Depending on your plan, you can also have an unlimited history of all interactions, meaning all client communications are appropriately recorded.

ClickUp provides customizable dashboards with various widgets (over 50) to help sales managers track key performance indicators (KPIs) and gain insights into their CRM data. This could include deal sizes, customer lifetime value, lead generation, etc. All this data can be visualized with the help of widgets that are easy to understand and show to leadership.

Similarly, users can create reports to monitor sales velocity, win rates, and team performance, which allows them to make data-driven decisions and identify bottlenecks in the sales process.

As for sharing reports, they can be shared with team members automatically with the help of automations. For example, weekly sales or leads reports can be assigned to a manager as soon as they’re generated.

ClickUp offers dozens of native integrations and over 1000 third-party integrations, bringing other tools and apps into the ClickUp environment. Enterprises also get APIs for creating even more integrations, including with proprietary systems.