ClickUp is a world-leading CRM, project management, and production tool. It offers one of the most comprehensive features and tools that help businesses boost their team's efficiency and productivity. ClickUp offers a wide range of use-cases for its software. Continue reading our full review to know everything ClickUp has to offer your business.
ClickUp was founded in 2017, and since then, it has grown to become a market-leading software that over 800,000 teams and countless businesses love and use, such as Samsung, web-flow, Booking.com, and loads more.
ClickUp has earned several recognition awards for the best functionality and features, the most trusted vendor, best-trusted project management, and much more from many review websites. Moreover, ClickUp has also earned an A+ rating from the Better Business Bureau.
As we mentioned earlier, ClickUp offers more than just CRM software, but also provides numerous solutions; below are some of them:
The development solution allows you to manage roadmaps, product development, bug tracking, Agile products, Git integrations, and much more.
ClickUp Marketing allows you to manage marketing projects, campaigns, and everything in between in one place.
You can track, plan, and collaborate on any type of project with your team with ClickUp Project Management.
ClickUp for Education allows educational institutions and teachers to organize lesson plans, track student performances, and clearly view class schedules.
You can streamline your design process, share feedback, and maximize your team's resources with inclusive design management tools.
You can track customer support tickets and document issues to provide the best customer service for your customers.
CRM Data at A Glance
ClickUp CRM allows you to customize the way you view your contacts and prospects. It has over 10 flexible views that simplify the way you manage your sales data and customer lists.
Dashboards & Data Analysis
ClickUp CRM provides you with dashboards where you can analyze data for customer insights. You can create high-level views to monitor a customer's lifetime value, average deal sizes, sales funnel progress, and much more. There are over 50 dashboard widgets on ClickUp CRM that you can use to visualize all your customer data in one place.
You can integrate all your emails within ClickUp CRM to eliminate silos and fast-track communication with your leads and clients. Email centralization allows for easier collaboration on deals, project updates, and customer onboarding.
Customer Database Building
ClickUp CRM allows you to build the perfect customer database where you can store and analyze contacts, customers, and deals. You can also add links between tasks and documents to easily track all your related work.
Forms and Automation
You can set up workflow automation to automatically assign tasks for each stage of your pipeline, trigger status updates based on activity, and switch priorities to alert your team on where to focus next.
You can also design your own forms to capture leads so you streamline your intake process and organize response data.
ClickUp CRM Features Brief
- Organize Customers
- Manage Pipeline
- Track Orders
- Work With Clients
- Discuss Initiatives
- Tag and Filter
- Draft Docs
- Set Processes
- Calculate Deal Size
- Add Geographic Data
ClickUp allows you to know exactly where your time goes as you can track the time spent on tasks. Moreover, you can also build and customize your own timesheets and get reports over time spent by day, week, month, or any custom range.
More time tracking capabilities allow you to:
- Add notes
- Set labels
- Set billable time
- Sort tasks by the time taken
- Filter tasks by date, status, priority, and more.
- View combined time spent across tasks
- Edit time
ClickUp provides you with the ability to create mind maps to plan and organize your project's ideas with the ultimate visual outline. ClickUp allows you to share your mind maps with your team and collaborate on any adjustments
You can visualize the structure of all your tasks and:
- Map out your ClickUp workflow with existing projects
- Rearrange tasks into logical pathways
- Create, edit, and delete tasks from your view
You can create powerful free-form diagrams, and:
- Invent mind maps independent from any task structure
- Use nodes as reference points for work to be completed
- Quickly convert nodes into ClickUp tasks
Another great feature provided is the ability to create and customize Gantt charts. You can build a dynamic timeline that lets you schedule your tasks, keep up with project progress, and handle bottlenecks.
Moreover, the Gantt chart gives you a bird's eye view of all your spaces, projects, lists, and tasks with clear color-coordinating within ClickUp. You can set dependencies, link tasks to each other, and get predicted alerts where bottlenecks could exist.
ClickUp allows you to build Sprints to power through your projects, save time, foster collaboration, and meet your goals. You can set sprint dates, assign points to tasks, and mark priorities. You can manage your team's workload with a fully customizable point system by rolling up points from subtasks, breaking them out by assignee, and easily sorting them out for better tracking.
You can also generate burn-up and burn-down reports to view your team's pace and performance and stay informed over the completed work and what remains to be done.
ClickUp also offers its own free mobile application compatible with Android and iOS. You can get access to all of its features and capabilities straight from your smartphone, depending on which plan you are subscribed to.
ClickUp offers five subscription plans for its software; each comes with a set of features.
Free Forever plan
The Free Forever plan is best for personal use, as it is free of charge and comes with great features that include:
- 100MB Storage
- Unlimited Tasks
- Unlimited Members
- Two-Factor Authentication
- Collaborative Docs
- Real-Time Chat
- Email in ClickUp
- Kanban Boards
- Sprint Management
- Native Time Tracking
- In-App Video Recording
- 24/7 Support
Unlimited plan: $5 per user per month
The unlimited plan is best for small teams, and it packs everything in the free forever plan, plus:
- Unlimited Storage
- Unlimited Integrations
- Unlimited Dashboards
- Guests with Permissions
- Unlimited Gantt Charts
- Unlimited Custom Fields
- Teams (User Groups)
- Goals & Portfolios
- Form View
- Resource Management
- Agile Reporting
Business plan: $9 per user per month
The Business plan is best for medium-sized teams; it has offered everything in the Unlimited plan, in addition to:
- Google SSO
- Unlimited Teams
- Custom Exporting
- Advanced Public Sharing
- Advanced Automations
- Advanced Dashboard Features
- Advanced Time Tracking
- Granular Time Estimates
- Workload Management
- Timelines & Mind Maps
- Goal Folders
Business Plus: $19 per user per month
The Business Plus is more suitable for multiple teams, and it provides everything in the Business plan, plus the following:
- Team Sharing
- Subtasks in Multiple Lists
- Custom Role Creation
- Custom Permissions
- Custom Capacity in Workload
- Increased Automation & API
- Personalized Admin Training
- Priority Support
Enterprise Plan: Quote-based
The Enterprise plan is best for larger multiple teams; it packs everything in all previous plans, in addition to:
- White Labeling
- Advanced Permissions
- Enterprise API
- Unlimited Custom Roles
- Default Personal Views
- MSA & HIPAA Available
- Single Sign-On (SSO)
- Guided Onboarding
- Dedicated Success Manager
- Access to Managed Services
You can reach ClickUp's customer support team through email 24/7 at [email protected]. Many resources such as a knowledge base, webinars, blogs, demos, a community, and courses are available on their website to offer you help and guidance through its software.
ClickUp is used and trusted by worldwide businesses and has over 800,000 teams using it. It offers the most comprehensive and inclusive functionalities for a wide range of business solutions, all with an intuitive and easy-to-use interface.
ClickUp offers a unique free forever plan that packs all the basic features for you to try out without any deadline, but you will need to upgrade to a paid plan to gain access to the ClickUp CRM features.
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