Gain real-time insights into customer

[Ehsanuls55]

engagement with ClickUp Dashboards ClickUp Dashboards simplify customer management by giving you a clear view of all your customers’ activities. You can customize cards to track key metrics like interactions, conversion rates, and completed tasks.

Each card is flexible, allowing you to resize and filter them to focus on the most important data.

ClickUp is the best CRM and project management tool I have found. The versatility allows you to really tackle all your tasks in one place without numerous subscriptions to other services.

Brenna Keenan, Digital Marketing Director

ClickUp CRM Template
Download this template
ClickUp CRM Template

The platform also offers over 1,000 pre-designed templates, such as australia accountant email list the ClickUp CRM Template . This structure serves as a foundation for building relationships with customers and prospects, and is everything you need to manage your sales pipeline.

It helps you to:

Qualify leads to ensure you are focusing on the right opportunities
Reaching deals by streamlining the sales process
Organize contact information for easy access and management.
Track deals and accounts to get a complete view of your sales process
Download this template
The Best ClickUp Features
Integrations: Integrate with over 2,600 tools including Google Drive, Outlook, Jira, and many more with ClickUp Integrations
Collaboration Features: Connect and engage with your team and customers in real-time with ClickUp Chat and ClickUp Assign Feedback

ClickUp Limitations
Some new users may experience a steep learning curve due to the large number of features and customization options.
Customization options can be overwhelming for beginners
ClickUp Pricing
Free Forever : free
Unlimited : $7/month per user
Business : $12/month per user
Company : Contact for prices
ClickUp Brain: Add to any paid plan for $7/month per user
ClickUp Ratings and Reviews
G2: 4.7/5 (9,000+ reviews)
Capterra: 4.6/5 (4,000+ reviews)
Fun Fact: The term customer relationship management was coined in 1995 by Tom Siebel, Jagdish N. Seth, and the Gartner Group, and it sparked a transformation in the way businesses interact with customers.