Our Review of ClickUp CRM

ClickUp has rapidly gained traction as a versatile productivity platform, and its CRM functionality is a natural extension of its comprehensive toolkit. Designed to bring project management and customer relationship management under one roof, ClickUp CRM aims to streamline workflows and improve team collaboration. This review will delve into its features, pricing, strengths, weaknesses, to help you decide if ClickUp CRM is a suitable option for your business.

ClickUp CRM Features

ClickUp’s CRM is built upon its core task management and project management framework, making it highly adaptable. We have taken a detailed look at its capabilities.

1. Customisable Customer Data Management

Custom Fields: This is a cornerstone of ClickUp’s CRM. You can create custom fields to capture any information relevant to your customers, leads, or deals. This includes text fields, dropdowns, date pickers, number fields, and more. This allows you to tailor your CRM to your specific industry and data requirements.
Lists and Folders: Organise your customer data using ClickUp’s hierarchical structure. Create lists for leads, opportunities, customers, or any other category. Folders can further group these lists for better organisation.
Views: ClickUp offers various views to visualise your CRM data. You can use:

List view for a tabular display of data.
Board view (Kanban) for visual pipeline management.
Calendar view for scheduling appointments and follow-ups.
Table view for complex data analysis.
Form view for easy data input.

Relationship Management: Linking tasks, documents, and other items to customer records allows you to track all interactions and activities associated with a client.

2. Sales Pipeline Management

Customisable Pipelines: Create sales pipelines that align with your specific sales process. Define stages, track progress, and visualise your pipeline using the board view.
Deal Tracking: Monitor the progress of deals through your pipeline, track deal value, and set close dates.
Activity Tracking: Log calls, emails, meetings, and other activities associated with each deal.
Automations: Automate tasks and workflows within your sales pipeline, such as moving deals between stages, sending follow-up emails, or assigning tasks to team members.

3. Communication & Collaboration

Email Integration: Integrate your email with ClickUp to track email communication within customer records.
Comments and Mentions: Collaborate with your team by adding comments and mentions to tasks and customer records.
Documents and Attachments: Store and share documents and attachments directly within ClickUp.
Forms: Create custom forms to capture lead information or gather customer feedback.

4. Reporting & Analytics

Dashboards: Create custom dashboards to visualise key CRM metrics, such as sales pipeline progress, lead conversion rates, and customer activity.
Reporting: Generate reports on sales performance, customer activity, and other CRM data.
Goal Tracking: Set and track sales goals and monitor progress towards achieving them.

5. Automations and Integrations

Automations: ClickUp’s automation features allow you to automate repetitive tasks and workflows, saving time and improving efficiency. Automate task creation, status changes, notifications, and more.
Integrations: ClickUp integrates with a wide range of third-party applications, including email providers, calendars, and other CRM tools. This allows you to connect ClickUp with your existing workflow.

ClickUp’s CRM features are integrated into its existing platform, leveraging its flexible structure. This means you can customise your CRM to fit your specific needs, using custom fields, views, and automations. Here is a summary of the differences in functionality across the subscription tiers:

Free Forever: Limited custom fields, basic automations, and limited integrations. It’s suitable for small teams with basic CRM needs.
Unlimited: Unlocks unlimited custom fields, integrations, and dashboards. This tier is ideal for growing businesses that need more flexibility and reporting capabilities.
Business: Adds advanced automations, goal tracking, and workload management. This tier is suitable for teams that need to streamline their sales processes and manage their workload effectively.
Business Plus: Provides advanced permissions, increased automation limits, and subtasks in multiple lists. This tier is designed for larger teams with complex workflows and security requirements.
Enterprise: Offers advanced security, compliance, and custom solutions for large organisations.

Take a look at our analysis of the functionality of the best CRMs to see how ClickUp compares.

How Much Does ClickUp CRM Cost (And Is It Worth It?)

ClickUp employs a per-user, per-month pricing model, with discounts for annual billing. Here are the approximate starting prices.

Free Forever: £0
Unlimited: £7 per member, per month (billed annually)
Business: £12 per member, per month (billed annually)
Business Plus: £19 per member, per month (billed annually)
Enterprise: Contact ClickUp for a quote.

Here’s a breakdown of how ClickUp’s functionality is distributed across subscription tiers:

Free Forever:

Basic task management
Customisable views (lists, boards, calendars)
Basic CRM templates
Limited custom fields
Limited integrations

Unlimited (£7 per member, per month, billed annually):

Unlimited custom fields
Unlimited integrations
Dashboards
Forms
Advanced reporting
More storage

Business (£12 per member, per month, billed annually):

Advanced automations
Goal tracking
Workload management
Team sharing
Increased automations and API

Business Plus (£19 per member, per month, billed annually):

Advanced permissions
Increased automations and API limits
Subtasks in multiple lists
Admin training

Enterprise:

Advanced security and compliance
Dedicated support
Customisable solutions

Take a look at where ClickUp sits on our ranking of the most cost-effective CRMs.

ClickUp CRM: Strengths and Weaknesses

Here’s a breakdown of ClickUp CRM’s strengths and weaknesses.

Strengths	Weaknesses
Highly customisable.	Steep learning curve for new users.
Integrated project management.	CRM functionality is still developing.
Wide range of features.	Can feel overwhelming due to its complexity.
Competitive pricing.	Advanced CRM features require higher tier subscriptions.
Strong collaboration features.	Mobile app can be improved.

Our Analysis: What Type of Business is ClickUp Best Suited For?

ClickUp CRM is best suited for:

Small to medium-sized businesses (SMBs): Particularly those already using ClickUp for project management. The integrated nature of the platform allows for seamless workflow management.
Businesses that require a highly customisable CRM: Those needing to tailor their CRM to unique processes will appreciate ClickUp’s flexibility.
Project-based businesses: Agencies, consultancies, and construction companies that manage projects alongside customer relationships.
Startups: That need a scalable and cost-effective CRM solution that can grow with their business.

It’s less ideal for large enterprises requiring highly specialised, enterprise-grade CRM features out of the box. Those businesses may be better suited for a dedicated CRM like Salesforce.

Conclusion

ClickUp CRM presents a compelling option for businesses seeking a flexible and integrated CRM solution. Its strengths lie in its customisability, project management integration, and competitive pricing. However, its complexity and ongoing development mean it may not be suitable for all businesses. For SMBs and project-based businesses already familiar with ClickUp, the CRM functionality offers a valuable extension to their existing workflow. As ClickUp continues to evolve, its CRM capabilities are likely to become even more robust. Before commiting to a paid plan, it is highly recomended to make use of the free forever plan to test if ClickUp is a good fit.

ClickUp CRM Competitors

Check out our comparison of the best CRMs, and see where ClickUp sits in the top ten.