It further allows companies to control their leads, deals, and customer interactions, providing a complete solution for sales and client administration. The CRM features include lead capture forms, lead success, and pipeline management, permissive businesses to the path and manage their marketing pipeline with ease. ClickUp more offers powerful project management features. It admits consumers to create tasks, designate them to team representatives, and path progress in real-time. The platform further includes Gantt charts, and calendars, in addition to time-tracking tools, enabling companies to efficiently manage limits and assign resources.

ClickUp integrates accompanying an expanded range of third-party tools, including Google Calendar, Slack, and Zapier, making it smooth to accommodate existing workflows. This allows companies to streamline their work as well as boost productivity. The platform is designed expected convenient, accompanying a clean and intuitive connection that create it simple to control projects and client interactions. This makes it approachable to teams of all sizes, regardless of their high-tech knowledge.

1. Establish an account: Sign up for a ClickUp account as well as generate a workspace for your company.
2. Add Contacts: Import or manually boost your leads and clients to the CRM.
3. Set up Lead Capture Forms: Create forms to capture leads from your site or additional sources.
4. Lead Scoring: Set up lead success to compute and path your leads based on their engagement and the possibility of adaptation.
5. Create Deals: Start deals to path and accomplish your marketing process, containing their position and expected close date.
6. Assign Tasks: Constitute tasks related to your deals and designate them to company representatives.
7. Track Progress: Use the pipeline administration tool to path the progress of your deals and tasks, and restore the position of your deals as required.
8. Collaborate: Use communication tools, like comments and mentions, to participate with your company and maintain all up to date.
9. Integrate: Clickup CRM integration accompanying your existing workflows, like Google Calendar, Slack, and Zapier, to organize your work.

ClickUp CRM is further suitable for remote organizations, as it provides collaboration tools and the capability to work from anywhere accompanying an internet connection. Additionally, its adaptable pricing options make it available for businesses of all sizes.

With ClickUp CRM, businesses can accomplish their complete sales process, from lead capture to close, in one main location. Additionally, ClickUp’s integration accompanying different tools, such as Google Calendar, Slack, and Zapier, create it smooth to organize workflows and keep all team representatives up to date.

Yearly

Unlimited: This plan has a pricing of $9 per user per month with a few additional features to the free one which is best for small teams.

Business: This Business plan is best suited for mid-sized companies with a pricing of $19 per user per month.

Business Plan: This plan offered by the CRM offers the price of $29 per user per month.

Enterprise: This is the last plan offered by this CRM which is a customizable one. For this, you will need to contact the Sales Department of ClickUp.

ClickUp is a project administration moreover team collaboration tool that further presents customer relationship management features. It suggests a unified program for tasks, calendars, and communication, admitting consumers to regulate and organize workflows. The CRM features authorize users to accomplish leads, deals, and client interactions, providing an inclusive solution for companies to manage their sales and consumer interactions.