ClickUp CRM

Organize clients, schedule appointments, and manage service requests efficiently in one system.

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  • Overview
  • Features
  • Pricing
  • Pros
  • Cons
  • Reviews

ClickUp CRM Overview

  • Updated December 24, 2025

ClickUp’s CRM for cleaning businesses offers a customizable, all-in-one platform that centralizes client records, schedules appointments, tracks service requests, and automates workflows.

Its rich dashboards visualize metrics like customer lifetime value and deal sizes, while integrated email management streamlines outreach. By eliminating organizational silos, it enhances service quality and operational efficiency for cleaning companies.

Key Features

  • Customizable Workflows : ClickUp adapts to the unique structure of cleaning businesses and allows teams to design service pipelines that mirror actual processes from lead capture to job completion.
  • Task and Appointment Management : The platform enables seamless scheduling of jobs, assignment of staff, deadline tracking, and progress monitoring in a single interface that ensures efficiency and accountability.
  • Automation and Alerts : Routine updates, client notifications, and staff reminders are automated, which minimizes errors, improves communication, and allows teams to focus on high-value work.
  • Dashboards and Reporting : Interactive dashboards present real-time insights on revenue, job status, and team performance, which supports data-driven decisions and strategic growth planning.
  • Centralized Client Records : All customer details, service requests, and communication history are stored in one place, which strengthens relationships and ensures quick, consistent access to information.

Price

Plan Price (per user/month) Description
Free Forever US $0 Basic project & task management — unlimited tasks/users but limited storage and feature-usage caps.
Unlimited US $7/user/month (billed annually) or US $10/user/month (monthly billing) Adds unlimited storage, integrations, Gantt charts, dashboards, automations, forms, and most basic advanced features.
Business US $12/user/month (billed annually) or US $19/user/month (monthly billing) Suited for mid-sized teams needing enhanced features: advanced automation, workload/resource management, more views & reporting.
Enterprise Custom pricing For large organizations requiring enterprise-level features like enhanced security, permissions, custom onboarding, and dedicated support.

Additional notes

  • ClickUp offers a Free Forever plan — good for basic tasks/project tracking.

  • To use CRM-relevant features (e.g. sales pipelines, contact & deal tracking, dashboards, email integrations), you’d typically need the Unlimited plan or higher.

  • Guest access, unlimited storage and integrations, automation tools — all unlock at the Unlimited tier.

Pros

Competitor Pros of ClickUp CRM
Salesforce CRM ClickUp CRM offers simpler setup and lower starting cost while offering built-in project and task management.
Zoho CRM ClickUp blends CRM with task tracking and dashboards in one place and it has an open-ended free tier.
HubSpot CRM ClickUp gives stronger project control and flexible workflows at lower price than paid HubSpot tiers.
Pipedrive ClickUp CRM brings powerful automation, dashboards, and task tools all in one platform that fits broader needs.
Insightly ClickUp ties CRM to customizable task pipelines and visual reports more closely than Insightly’s tools do.

Cons

Competitor Cons of ClickUp CRM
Salesforce CRM ClickUp CRM lacks enterprise-grade depth and advanced AI analytics that Salesforce provides with its higher-tier tools.
Zoho CRM ClickUp does not include Zoho’s AI-driven assistants or deeply integrated marketing features across its business suite.
HubSpot CRM ClickUp CRM misses HubSpot’s marketing automation and content tools that come even in free versions of HubSpot.
Pipedrive ClickUp’s CRM has more complexity, which may slow onboarding and distract teams accustomed to Pipedrive’s simplicity.
Insightly ClickUp may offer too much flexibility and features, which can overwhelm smaller teams that benefit from Insightly’s focus.

Verified Customer Reviews

Reddit Review
Connecteam Review
PCMag Review