ClickUp CRM Review: Custom Views & Integrated Automation

ClickUp Overview

ClickUp, founded in 2017 and headquartered in San Diego, California, is renowned for their project management software. While ClickUp is not a CRM software provider, they offer a CRM template within their platform that helps users manage customer relationships effectively. This template is pre-built and facilitates the quick setup and organization of CRM processes, including lead management, contact organization, deal tracking, and account management. Businesses can customize these templates to fit their needs, making ClickUp a versatile tool.

The ClickUp CRM template offers users essential features to streamline customer relationship management. The platform's strong project management capabilities and user-friendly templates streamline CRM operations and set them apart from competitors. ClickUp guarantees strong compliance standards and data protection with their ISO, HIPAA, GDPR, and SOC 2 certifications. Additionally, the platform uses automated security testing and AES-256 encryption to ensure end-to-end security.

ClickUp offers specialized solutions that boost efficiency and productivity in various businesses, including sales, marketing, and technology. With their flexible scalability, the platform caters to companies of all sizes, from startups to enterprises. ClickUp's services, delivered to clients across several countries, guarantee worldwide accessibility and assistance.

Features & Services

Views and dashboards

ClickUp provides multiple customizable views and dashboards, enabling users to visualize and manage customer data effectively. These views cater to various preferences and workflows, ensuring a comprehensive approach to customer relationship management.

• List view: This straightforward view is ideal for users who prefer an organized way to track customer information. It displays all customer details in a list format, making it easy to sort and filter based on criteria such as status, priority, or due date. This view ensures that users can quickly access and manage their customer data without hassle
• Board view: The Board view offers a Kanban-style layout visually representing the sales process. Users can move cards representing leads or tasks through different stages of the sales pipeline, such as “Prospecting,” “Negotiation,” and “Closed.” This visual representation helps teams quickly assess the status of each lead, allowing for more effective management of the sales process
• Gantt chart: This feature lets users visualize timelines and dependencies between tasks. It is particularly useful for tracking the progress of customer goals and sales activities, ensuring deadlines are met and resources are allocated efficiently. The Gantt Chart provides a clear overview of project timelines, helping teams stay on track
• My assignments view: Each team member can access a personalized view that lists all their assigned tasks. This helps individuals focus on their responsibilities and manage their workload effectively
• Sales process view: An analysis of the sales pipeline may be done with the help of this specialized view. To improve their sales strategy, users can monitor the status of leads, identify obstacles, and make decisions based on data. With the Sales Process View, teams can view the entire scope of the sales process and make better decisions to maximize efficiency and productivity
• Additional views: ClickUp offers Doc and Table views, a whiteboard for efficient team collaboration, a calendar view, and a chat feature allowing team members to communicate directly from the platform. These additional views enhance visibility and streamline communication, making it easier for teams to work together and manage customer relationships

Automation and forms

Automation features in ClickUp’s CRM template significantly enhance productivity by reducing manual tasks. These automation capabilities ensure that important actions are not overlooked and help maintain consistent customer communication.

• Automated emails: When users hit predefined milestones, they can configure the system to automatically email customers or other team members. For instance, an automatic email may be set up to alert the teams whenever a lead advances in the sales process. This way, everyone is kept up-to-date and informed at all times
• Task automation: ClickUp allows users to automate various task-related actions, such as reminders for follow-ups or notifications when tasks are completed. This automation helps maintain consistent workflows and ensures no critical task is missed, improving overall efficiency
• Forms: ClickUp provides customizable forms that can be used to collect information from leads or customers. These forms can be integrated into websites or shared via email, making it easy to gather data and convert leads into customers. The form feature simplifies data collection and helps streamline the lead-generation process

Email management

Effective email management is crucial for maintaining strong client relationships, and ClickUp excels in this area by offering robust email integration and tracking features.

• Integrated email tracking: Users can track customer interactions directly from the ClickUp platform. This integration allows teams to see all communications related to a specific customer or lead, ensuring that everyone is on the same page and that all interactions are documented
• Automated communication: ClickUp enables users to automate various communication processes, such as sending follow-up emails or reminders. This automation helps maintain consistent contact with leads and customers, improving overall engagement and ensuring timely communication
• Organized correspondence: Email correspondence can be linked to specific tasks or customer profiles, making it easy to access relevant information when needed. This organization ensures that important emails are not lost and can be referenced quickly, enhancing customer communication efficiency

Performance dashboards

ClickUp's performance dashboards provide valuable insights into customer interactions and sales metrics. ClickUp includes performance dashboards with over 50 widgets to visualize customer data, sales data, and team performance. This allows users to monitor key indicators like customer lifetime value and average deal sizes, facilitating data-driven decision-making.

• Data visualization: Users can analyze customer behavior and sales performance through visually appealing graphs and charts. This visualization helps teams quickly identify trends and areas for improvement, facilitating informed decision-making
• Key performance indicators (KPIs): The dashboard allows users to monitor critical KPIs, such as customer acquisition rates, sales conversions, and retention. By tracking these metrics, businesses can make informed decisions to enhance their sales strategies and improve performance
• Data-driven insights: Performance dashboards provide actionable insights to inform strategic decisions. For example, if a particular sales tactic is not yielding results, teams can pivot their approach based on the data presented, ensuring continuous improvement and optimization

Relationship management

ClickUp’s CRM template strongly emphasizes relationship management, allowing users to build and maintain strong customer connections through comprehensive tracking and interaction management features.

• Lead tracking: Users can track leads and opportunities through customizable pipelines. This feature lets teams visualize the sales process and identify which leads require more attention, ensuring effective lead management
• Centralized customer database: All customer information is stored in a central hub, making it easy to access and update contact details. This ensures team members have the most up-to-date information at their fingertips, facilitating efficient customer management
• Interaction history: ClickUp allows users to manage customer interactions and history, providing a complete view of each customer relationship. This feature helps teams understand customer needs better and tailor their approach accordingly, enhancing customer satisfaction and retention

Customization

Customization is a key strength of ClickUp’s CRM template, allowing users to tailor the system to their needs and preferences.

• Custom statuses: Users can create tailored statuses for tasks, such as “Qualified,” “Closed,” or “In Talks.” This flexibility allows teams to reflect their unique sales processes accurately and ensures that the CRM system aligns with their workflows
• Custom fields: ClickUp enables users to add various attributes to customer profiles, including contact names, email addresses, job titles, and more. This customization helps businesses organize their data effectively and captures all relevant information
• Custom views: Users can configure different views based on their specific needs, ensuring that relevant information is easily accessible. This feature lets teams focus on the data that matters most to them, enhancing productivity and efficiency

Integrations

ClickUp lets you integrate with various third-party apps, such as Slack, Google Drive, Microsoft Teams, Zapier, Outlook, Gmail, Google Calendar, and more. These integrations enhance the functionality of ClickUp’s CRM template by allowing users to streamline their workflows and connect with essential tools and applications.

Plans & Pricing

ClickUp offers various pricing plans to cater to different business needs, ranging from a free plan to enterprise solutions. Notably, ClickUp’s CRM template is free to download with any of its plans, although certain features may differ in quantity depending on the plan chosen.

The Free Forever Plan is ideal for personal use and is free. It includes 100 MB of storage, unlimited tasks, unlimited free plan members, two-factor authentication, collaborative documents, whiteboards, real-time chat, Kanban boards, sprint management, calendar view, basic custom field management, and in-app video recording.

The Unlimited Plan, best for small teams, costs $7 per user per month when billed annually or $10 per user monthly. It includes everything in the Free Forever Plan plus unlimited storage, integrations, dashboards, Gantt charts, and custom fields. It also offers guest permissions, column calculations, email in ClickUp, user groups (teams), native time tracking, goals and portfolios, form views, resource management, agile reporting, and AI compatibility.

The Business Plan, suited for mid-sized teams, is priced at $12 per monthly user when billed annually or $19 per user monthly. It includes all Unlimited Plan features, unlimited teams, custom exporting, advanced public sharing, advanced automation, advanced dashboard features, advanced time tracking, timesheets, workload management, timelines, mind maps, goal folders, and AI compatibility.

The Enterprise Plan is designed for large teams and requires contacting sales for pricing. It has all the features of the Business Plan plus advanced permissions, conditional logic in forms, an enterprise API, unlimited custom roles, team sharing for spaces, universal search, default personal views, MSA and HIPAA compliance, single sign-on (SSO), custom workload capacity, live onboarding training, a customer success manager, access to managed services, and AI compatibility.

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Advantages & Disadvantages

Advantages

• Money-back guarantee: You can test out ClickUp without any financial risk due to their 30-day money-back guarantee. Customers can request a refund if the platform does not fulfill their requirements within this period
• Integration capabilities: ClickUp's robust integration capabilities allow users to link with various third-party apps, including Slack, Google Drive, Microsoft Teams, Zapier, Outlook, Gmail, Google Calendar, and many more. These integrations improve the platform's functionality and streamline workflows
• Wide selection of support materials: ClickUp provides various resources to assist users, such as tutorials, guides, webinars, and an extensive help center. These resources help users navigate and use the platform effectively
• AI assistance: ClickUp includes an AI assistance feature called “Brain” that helps users with tasks and enhances productivity. Brain can provide recommendations, automate repetitive tasks, and offer insights based on user activity
• Free platform: The CRM template is free with ClickUp’s free plan and more. This makes it accessible for small businesses and startups to use ClickUp’s CRM capabilities without incurring additional costs
• Customized features: ClickUp’s CRM template is highly customizable, allowing users to tailor the system to their needs. Features like custom statuses, fields, views, and ClickApps enable businesses to create a CRM system that aligns with their workflows

Disadvantages

• Steep learning curve: Due to their extensive customization options and feature set, ClickUp can have a steep learning curve for new users. Learning how to utilize the platform’s capabilities effectively may take time and effort
• Limited CRM features: The main disadvantage of ClickUp’s CRM is that it is not a standalone CRM software but a template within a project management tool. This means advanced CRM features found in dedicated CRM software may not be available
• Manual setup required: Setting up ClickUp’s CRM template requires manual configuration. Users need to customize the template to fit their specific needs, which can be time-consuming and may require expert knowledge or enhanced assistance

The User Experience

ClickUp does not have a profile on the Better Business Bureau (BBB), but they have a 3.1 out of 5 on Trustpilot, a 4.7 out of 5 on G2, a 4.6 out of 5 on Capterra, and an 8.4 out of 10 on TrustRadius. Since their CRM is not standalone software, there are limited customer reviews specifically for the template; therefore, most reviews mentioned below will cover ClickUp's software overall.

Positive reviews

Customers expressed satisfaction with ClickUp's versatility and customization options, praising the platform's ability to manage various workflows effectively. Many users highlighted the intuitive design, which allows for effortless task division, status tracking, and real-time updates. ClickUp’s integration capabilities with tools like Slack, Google Drive, and Outlook were noted as significant advantages, streamlining communication and project management.

Another positive feature was the ability to customize ClickUp. Customers noted the platform’s flexibility, configurability, and affordability, which made it indispensable for centralizing all aspects of their business. Project managers in small businesses emphasized the ease of use and immediate impact on workflow, which they found invaluable for organizing teams and resources.

Regarding the CRM template, customer reviews were more limited but generally positive. Users found it effective for managing sales pipelines and client relationships, noting the ease of setup and flexibility. The CRM template was praised for its integration capabilities and ability to centralize CRM-related tasks within the broader ClickUp ecosystem, making it an indispensable tool for businesses seeking an affordable and adaptable CRM solution.

Critical reviews

Customers have expressed dissatisfaction with ClickUp’s customer support, describing it as inadequate and unresponsive. Many users reported issues with billing practices, such as unexpected auto-renewals at higher prices, without clear prior communication. Attempts to resolve these billing disputes were met with delayed or unhelpful responses, leaving customers frustrated and unsupported.

The platform’s performance has also been criticized, with long-term users noting that it has become increasingly slow and unreliable. Frequent server issues and slow loading times have led some users to seek alternative solutions. Additionally, while some people viewed the sheer number of features offered by ClickUp as a strength, others found it confusing and overwhelming. New users found the learning curve steep, and even experienced users struggled with the complexity of navigating through various options and settings.

Furthermore, customers expressed disappointment with the CRM template's suitability compared to dedicated CRM platforms. They found managing customer relationships less effective and cumbersome, particularly when handling complex requirements. While ClickUp’s flexibility allows for various applications, their CRM functionality was seen as lacking compared to specialized tools. This has led some users to conclude that ClickUp is better suited for project management than as a comprehensive CRM solution.

Customer Support

ClickUp does not offer a direct phone number or email address for customer support. However, you can speak to their live chatbot for immediate assistance. For more detailed help, you can access their comprehensive help center or submit a contact form for sales inquiries.

They also provide many resources to support users, including ClickUp University, webinars, and an on-demand demo. These tools are designed to help you maximize ClickUp's features and ensure you have the necessary knowledge.

Final Assessment

In conclusion, ClickUp, a versatile project management platform founded in 2017, has expanded their capabilities to include a comprehensive CRM template. This template enables businesses to manage customer relationships efficiently through customizable views, automated workflows, and robust email management.

Despite some criticisms regarding customer support, billing practices, and performance issues, ClickUp's CRM template remains valuable for businesses seeking to streamline their CRM processes.

The platform’s flexibility and integration capabilities make them an attractive option for companies of all sizes looking to enhance productivity and organization within their CRM efforts. For those who navigate the learning curve, ClickUp offers a powerful solution combining project management and CRM functionalities on a single, adaptable platform.

If you are looking for a more comprehensive and specialized CRM solution, read our reviews of the top providers and utilize our comparison tool to assess how they compare. In addition, we regularly post blogs covering the industry to provide insightful information.

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