At a Glance

ClickUp offers a fully customizable project management and CRM platform, enabling users to adjust various features to suit their workflow needs. It’s suitable for a wide range of users, from individual entrepreneurs to large enterprises. What’s more, with ClickUp’s comprehensive free version, you can explore its capabilities without financial commitment.

What Sets ClickUp Apart?

ClickUp sets itself apart from other CRM software tools by providing a versatile platform that can be customized for any type of business. It combines collaboration and project-tracking tools, reporting dashboards, workflow creations, and document organization—and it’s constantly adding new features.

ClickUp also stands out for its Free Forever plan, which offers an impressive basic package at no cost.

Suitable For

ClickUp’s 4-tier pricing plan targets all kinds of businesses, from individuals and startups to enterprises with multiple large teams. Its Free Forever plan is a good fit for anyone who doesn’t have the financial outlay for a more comprehensive CRM.

However, even at the basic level, the range of features and customizable options might be overwhelming for small teams or solo workers who require only basic task management.

The cost of ClickUp’s Enterprise tier is determined after consultation, so larger companies will need to receive a quote from ClickUp before determining if it offers good value for money compared with competitors’ CRM products.

Features and Functionalities

ClickUp offers customizable views, automated workflows, and scalable architecture. Its adaptability allows you to streamline task management across all areas of your business.

Tools for sales teams

ClickUp makes managing leads, contacts, and users more efficient. It facilitates a more organized approach to sales activities to ensure nothing falls through the cracks.

• Customizable views , including lists, Kanban boards, or tables.
• Custom statuses so you can define specific stages in your sales pipeline, such as "Contact Made" or "Proposal Sent."
• Automations to assign tasks and update statuses as leads move through different pipeline stages, reducing manual entry and ensuring timely follow-ups.
• The option to set dependencies between tasks to maintain a logical flow of actions. This ensures that prerequisites are completed before moving a lead to the next stage.
• Custom fields to track additional data points, such as lead source, potential deal size, or priority level.

Tools for customer support teams

ClickUp offers multiple features for customer support teams:

• Priority tracking to manage the urgency of customer issues and help teams address critical problems promptly.
• Scalable architecture to expand alongside your customer base.
• Customizable forms for users to report issues and provide feedback.
• Tagging system for batch handling of common issues.
• Workflows to manage specific tasks like handling complaints or managing rewards programs.
• Hundreds of pre-built automations to assign tasks based on specific criteria or send out emails triggered by changes in task status.

Tools for marketing teams

ClickUp allows you to create, schedule, and send automated emails, improving your team’s campaign management.

• Email integration to connect your email accounts with ClickUp for centralized management of customer communications.
• Email templates for brand consistency when creating newsletters, promotional announcements, and follow-up messages.
• Automation of mass email campaigns , targeting specific segments of your audience with tailored messages.
• Customizable views to plan and visualize your email campaigns using lists, boards, calendars, and timelines. These can help manage deadlines and track progress.
• Custom widgets to provide insights into metrics like open rates, click-through rates, and conversion rates.
• Goal tracking of specific marketing objectives, such as increasing email subscriber counts or improving engagement metrics, directly linking campaign tasks to these goals.

Customization and integrations

ClickUp is highly customizable and integrates with over a thousand third-party services to enhance its capabilities. These include communication platforms, code repositories, email services, time-tracking apps, and more.

The platform also includes a public API that enables you to develop bespoke integrations tailored to your specific operational requirements.

Reporting and dashboards

ClickUp's powerful dashboards and reporting tools allow teams to create high-level views to monitor key performance indicators (KPIs) like customer lifetime value and average deal sizes. Teams can customize and filter reports, making it easy to access and organize critical data.

Mobile options

You can download the ClickUp app on iOS and Android phones. You can also use key ClickUp features via Alexa, Siri, and Apple watches, ensuring that it’s easy to access wherever you are. The functionality to integrate ClickUp into the metaverse via Meta Quest is currently in production and should be available soon.

Security and privacy

ClickUp implements robust security standards, including regular audits and risk assessments, to protect data integrity, confidentiality, and availability. It also encrypts all data in transit and at rest to protect your sensitive information against unauthorized access.

Collaboration tools

ClickUp's suite of communication tools facilitates collaboration across different teams. Features like comments and chat allow users to communicate directly within the platform, assign tasks, and provide feedback instantly. Task dependencies and automations ensure smooth workflow transitions between team members.

Plans and Pricing

ClickUp offers 4 plans: Free Forever, Unlimited, Business, and Enterprise.

The Free Forever plan provides 100MB of storage and unlimited tasks and members. It includes 2-factor authentication, collaborative documents, whiteboards, Kanban and calendar views, basic custom fields, in-app video recording, and 24/7 support.

This basic tier is a great starting point if you’re a personal user or just looking to organize your tasks and collaborate on small projects without any financial commitment.

For small teams looking to expand their toolset, the Unlimited plan costs $7 per user per month. It includes unlimited storage, Gantt charts, advanced reporting, email integration, time tracking, and resource management.

The Business plan costs $12 per user per month. It includes everything in the Free and Unlimited plans plus features like Google Single Sign-on, unlimited team creation, custom exporting, advanced public sharing, more automations, time tracking, workload management, timelines, and mind maps.

The Enterprise plan is ideal for large organizations requiring a top-tier solution with advanced security and customization options. It can include features such as white labeling, advanced permissions, and enterprise-level API access. There are also enhanced support options, like live onboarding training and a dedicated Customer Success Manager. Pricing depends on your requirements.

ClickUp has designed its platform to be scalable to meet the needs of growing teams. Unlike other CRMs, the free version has no time limit, so if you find that the basic tier fulfills your needs, you can keep using that indefinitely.

Ease of Implementation and Use

ClickUp’s extensive features might seem overwhelming for new users, but its intuitive click-and-drag interface and quick setup process make it easy to use. Setting up ClickUp and importing data is straightforward, with intelligent mapping that minimizes manual entry. ClickUp also offers a variety of preset and customizable templates, so it’s easy to transition from other tools.

If you need help, the online ClickUp Help Center has plenty of resources for onboarding and setting up templates. Live onboarding training is also included as part of ClickUp’s Enterprise tier. If you have the Unlimited or Business plan, you can purchase ClickUp Assist as a paid extra to access live training workshops and 1-to-1 expert assistance.

Customer Service

ClickUp doesn’t offer phone support, but there’s an online chatbot, and the company will also answer questions by email. Hours of operation are not displayed on the site.

In Conclusion

ClickUp is a versatile project management and CRM platform designed for a wide range of businesses, big and small. It has a large number of tools and features that you can customize to suit almost any requirement.

However, the sheer number of options may be overwhelming initially and could require some time to explore and utilize. Clickup’s features are constantly growing, with new products added and existing features upgraded frequently.

ClickUp’s tiered pricing structure ensures accessibility. What’s more, its Free Forever Plan stands out as a valuable no-cost product for businesses with basic requirements, those just starting out, or anybody who wants to experience ClickUp’s features for themselves.