Clickup CRM Review For 2025

Category: CRM
ClickUp CRM software helps you build customer relationships using data visualization, tracking, and communication tools to improve efficiency. It helps you save time by eliminating silos and automating your pipeline to onboard customers faster. ClickUp helps you build the ideal customer database.
Company:Clickup

Clickup CRM Plans & Pricing

Free
$0
/mo
FREE forever
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Unlimited
$7
/mo/user
Best for small teams
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Business
$12
/mo/user
Best for mid-sized teams
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Enterprise
Custom
/mo
Best for many large teams
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Clickup Comparison

Expert Review

4.5
Price
5.0
Ease Of Use
4.0
Features
5.0
Support
4.0
Performance
4.5

Pros

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Impressive interface
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Free version and trial
v-pro
Customizable features
v-pro
Prebuilt templates

Cons

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Billed per user
x-con
Slow loading speed

Clickup CRM's Offerings

Many teams have benefited from ClickUp, and its pricing system is just one example. With the free version, you can access unlimited tasks, free plan members, 100 automations per month, and collaborative docs. You can also try the business plan free for 15 days. ClickUp has Kanban boards, in-app video recordings, sprint management, and 24/7 support designed to guide you as you explore the tool.

However, to get more advanced functionalities such as integrations, automation, agile reporting, workload management, and others. Even the paid plans on ClickUp are affordable, and with only $5, you can access myriad features that can impact business growth and boost revenue. If you’re looking for more advanced features, you can also contact sales which includes having a dedicated success manager that will help you leverage the platform better.

Despite how affordable ClickUp looks on the surface, the billing system only covers one user. The fees can become quite costly if you’re working with a large team that requires everyone to be on the same page in understanding customer data. You can decide to have your fees billed monthly or annually, depending on what suits you best. This company also offers a 30-day money-back guarantee that covers all paid plans.

ClickUp Price

Customer Support

Finding your way around ClickUp CRM seems daunting, especially since you have to choose from the numerous templates before getting an actual feel. However, ClickUp offers diverse support systems you can leverage to get the required guidance. This software company has a chatbot and live chat feature that links you with a team member who offers valuable resources to help you. You’ll also find videos, demos, blog posts, and courses that will inform you on improving your team’s productivity with the appropriate tools, methods, and techniques.

Online Chatbot

When I got to the help center, I clicked on the support option that offered a live chat. The responses were prompt from the automated chatbot on ClickUp, designed to help you solve your problems faster. This bot helped me answer basic questions about the challenges I encountered on the platform. Although this feature can help you connect directly with a team member, you’ll need a paid plan to access its full potential.

Email Support

Opening an email ticket on ClickUp is quite simple. Once you’ve found the email address, you can send your well-structured message to the address. However, even after 24 hours, I still didn’t receive a comprehensive response from the team after the initial email that showed I had opened a ticket. Another way to create a ticket easily, especially through the free version, is through live chat. It directs you to speak with an agent via email since your plan doesn’t cover it.

Phone Support

ClickUp offers direct phone support for all plans. Although the phone handler is friendly and conversational, it can lead to unresolved issues that require you to use other resources to address your complaints fully.

ClickUp University

This resource center helps you improve your skills to save time and productivity. It covers topics across 12 different sections, especially Workflow Management, Task Management, collaboration, hierarchy, and views. It covers use cases, live training, certificates, and clicktips that range in their length and are designed to help you hit your productivity goals.

Webinars

This section has live webinars and on-demand webinars that help you create effective workflows that’ll help your business function smoothly. It features videos that cover different stages of expertise for free.

Features & Functionality

General Features

Customizable Features

There’s hardly any feature on ClickUp you cannot customize. It allows you to structure your workspace based on your priorities, preferences, and business design. It gives users an unmatched level of flexibility to work in whatever way they want. This software has custom fields, dashboards, tasks, and even templates.

Multiple Views

ClickUp considers that individuals have different preferences when managing their work, and this company provides expansive options for users to make their choice. It features 15 views, later divided into task views (10) and page views (5). The task views include a list, board, calendar, Gantt, timeline, team, table, Mind Map, Workload, Activity, and Map. The page views are Whiteboard, Doc, Chat, Embed, and Form. Depending on what suits you best, you can settle for flexible or more analytical views like Gantt.

Clickup Multiple Views

Reporting and Analytics

ClickUp offers reporting and analytics features that allow you to track your sales efforts’ effectiveness. It shows status over time, number of tasks completed, tasks by assignee, time reporting, priority breakdown, task list, and tasks worked on. It offers a visual representation of your data that makes interpretation easy.

ClickUp Reporting and Analytics

Third-Party Integrations

ClickUp is undoubtedly a powerful tool. However, it allows you to link with other apps to manage your activities on a single platform, all for free. If you’ve realized that there are tools you use consistently, instead of jumping from one app to the other, you can simply link it with ClickUp to make your work smoother. Popular apps like Slack, Zendesk, Zoom, Microsoft teams, and a bunch of others can be easily integrated into your account.

ClickUp Third-Party Integrations

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Dashboards
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Reporting
v-pro
Marketing Analytics
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Pipeline Management
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Call Management
v-pro
Account Management
v-pro
Collaborative Data
v-pro
Mobile App
v-pro
Integrations

Email

Streamline communication with integrated email tools.

v-pro
Email Sync
x-con
Email Tracking
x-con
Email Templates
x-con
Schedule Emails

Sales

Account Management

This feature on ClickUp helps you manage data from your current and past clients. You can track all their activities, including the close date, engagement status, payment status, and type. You can also include subtasks, checklists, and attachments so you can have a comprehensive overview of all that concerns your clients. It also shows the progress and priority level of every deal.

ClickUp Account Management

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Sales AI
v-pro
Customer Contact Management
v-pro
Sales Opportunity
x-con
Quote Management
x-con
Lead Chatbot
x-con
Lead Scoring

Automation

Automate workflows to improve operational efficiency.

v-pro
Automated Reports
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Marketing Automation
v-pro
Sales Pipeline Automation
v-pro
Sales Forecasting Automation
x-con
Automated Emails

Performance:

ClickUp CRM is considered a high-performance software, given that it allows users to securely store and share customer data. I’ve assessed some of the performance parameters of the software and reviewed them accordingly.

Speed

The speed for setup and data transfer is one factor to consider when choosing a CRM software. With ClickUp, setup is a simple process. Also, importing a dashboard template to work with can happen in a breeze. Based on my assessment, as shown in the video below, it takes barely 47 seconds to successfully import a template.

Beyond template importation, attaching files to the cards of leads and contact is a seamless experience. Only took me a few seconds to attach a HD photo file to this card as shown in the video below.

Additionally on ClickUp, you can set up a unique dashboard in a few seconds. Here, have a look.

Automation

Collecting and managing customer data is a cumbersome and repetitive process. The best CRM tools not only need to support automation, but they also have to make automation as seamless as possible. That’s what makes a true high-performance CRM system.

With ClickUp CRM, I was able to set up automation in an instant. The video below shows how easy it can be to create automation for your sales process.

ClickUP Automation

While the automation setup is very easy, ClickUp has a limitation with its automation features. It offers all but email marketing automation. You can include this in your workflow, however, by integrating directly with an email marketing provider.

Ease Of Use:

Although there’s a learning curve to using the ClickUp software, you’ll find your way around if you leverage the resources and support options this platform offers. Without these resources, you can get frustrated trying to figure everything out yourself, especially the CRM features.

Setup

Setting up your ClickUp account breaks no sweat. First, you must include your work email and your name. Then, a verification code will be sent to your email that you’ll include get your account running. Afterward, you name your workspace and customize your workspace avatar using the drag-and-drop feature to upload your image or simply select the file from your pictures.

Then, you select a favorite theme color. When you’re done choosing, you’ll include the number of people you work with and why you’ll use ClickUp. Then, you can invite your team members and other product management tools that’ll help you import customer data. Although the options in this form seem quite cumbersome, you can already select options automatically to save time.

Customizing your CRM tools

ClickUp has a template center where you can create your templates from scratch to help you stop repetitive work. This software has templates for task management, project management, content calendar, building web pages, and CRM. This template has fields and views that are easily customizable based on the tasks and activities you decide to prioritize. You can filter or show any aspect of your work, depending on what works best for you.

Audience building and segmenting

There’s a widget at the left side of your screen that covers all you need to manage your account properly. Under this section, there’s an option that reads, ‘import/export,’ which plays a major role in helping you build your audience on ClickUp. This CRM tool allows you to import customer data from Excel, asana, monday.com, Trello, Jira Software, todoist, Basecamp, and Wrike. Having your data on any of these platforms will save you the trouble of collecting data from scratch. There’s also an option for you to input your data manually.

Automation

Automating tasks on ClickUp helps boost your team’s productivity. First, you need to create a trigger, and include a condition to create an action that you can use to avoid repetition. However, you can use the Business plan for 15 days to include a condition while creating an automated task. This section also helps you track all your automated tasks, including the active and inactive ones. With the free plan, you can only create 100 automation per month without including a condition.

Uniqueness:

The ClickUp CRM has customizable features with numerous templates and 15 different views that help you save time instead of building from scratch. At an affordable rate, you can easily use aesthetically appealing dashboards to manage customer data.

ClickUp Customizable Features

Verdict:

If you’re looking for reliable and well-rounded CRM software, ClickUp is easily your best bet. It offers affordable pricing plans, customizable capabilities, and powerful management and collaboration tools that make your team 10x better.

In addition, it offers a decent fraction of the software for free while also helping users enjoy the premium plan for 15 days. Although it takes time to load its features, the benefits of this software application surpass its downsides.

Although you have to find suitable templates, ClickUp offers resources that guide you to navigate the platform easily. Once familiar with the tool, you can customize your tasks.

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