Guide to ClickUp CRM System

Guide to ClickUp CRM System


Pricing (single user, as of February 2023): 

  • Free Forever: Free
  • Unlimited: $5/month
  • Business: $12/month 
  • Business Plus: $19/month 
  • Enterprise: Request quote

Consultant experiences and comments on ClickUp

Name of consultant: Efe Celiktaban

Comments: It is not the easiest learn or teach but it works great. Updated regularly and costs almost nothing. It allows you to place anyone you got in touch to the right bubble of ”current situation.” I could easy do what the CRM does with my own notes but you have to catch up to the times.

Applications integrated: Slack

Name of consultant: Nisha Mendelsohn

Comments: ClickUp offers the most flexibility in terms of integrating my CRM database with my daily task list. Even the free version offers a ton of features that are sufficient for basic CRM and task management. I can quickly switch views to focus on business development items, active client tasks and frankly even personal tasks — all in one place.  ClickUp allows you to type comments into the task assigned to the CRM so all of my notes are easily in one place. I am sure to date them when I reach out by email, after we have phone conversations, etc. Mostly it’s just a reminder system that I should check in with prospects and old clients from time to time to stay on their radar. It also allows me to stay organized so I can personalize emails and conversations since I’m able to take detailed notes in the task itself.

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