Minimize data entry and keep leads moving through your pipeline with automations. Automatically assign tasks based on each stage of your process, trigger status updates for customer activity, and update priorities to alert your team on where to focus next.
CRM
Visualize and Manage Your Process with a Flexible CRM.
Manage your sales team, track prospects, and always know your next move so you never miss a sales opportunity. Customize your workflow to visualize your entire pipeline on a List, Kanban Board, Table, or any of ClickUp's 10+ views.
DATA
Collect Account Details and Track Deal Progress.
Qualify Leads with Custom Forms
Streamline your intake process, organize response data, and automatically create tasks from branded Forms.
Eliminate Bottlenecks with Dashboards
See how deals track over time, who is closing, and how your team is performing overall. Easily identify hold-ups with Cumulative Flow, Burnup, Burndown, and Velocity charts.
REVIEWS
Why Sales Teams Trust ClickUp
Discover why sales teams rely on ClickUp to streamline workflows, boost productivity, and close deals faster.
