One Powerful App to Centralize Customer Relationship Management
As the first ClickUp Partner in Malaysia, ClickSmart helps businesses like yours to bring your CRM, pipeline, and customer collaboration into one platform—all powered by AI that helps your teams accelerate deals, improve retention, and grow revenue.
Track sales pipelines, customer engagement, and orders effortlessly with over 10 flexible view options in ClickUp. Switch between List, Kanban, Table, and more to manage accounts your way.
Performance Dashboards
Analyze data for customer insights
Create high-level views to monitor customer lifetime value, average deal sizes, and more. ClickUp’s 50+ Dashboard widgets make it easy to visualize all of your customer data in one place.
Email Management
Centralize customer outreach
Eliminate silos and fast-track communication by integrating your emails with ClickUp. Collaborate on deals, send project updates to clients, and onboard customers with a single email hub.
Relationships
Build the perfect customer database
Create your ideal system to store and analyze contacts, customers, and deals. Add links between tasks, documents, and more to easily track all your related work.
Workflow Automations
Automate and optimize every step of the customer journey
Automatically assign tasks, trigger status updates based on activity, and reprioritize work in real time. ClickUp’s powerful automations ensure your team stays focused on what matters most.
ClickUp AI
The World’s Most Advanced AI for Customer Relationship Growth
ClickUp AI takes the manual work out of relationship management—automating follow-ups, uncovering insights, and giving your team the clarity to grow accounts faster.
Built-in smart CRM automation
Automatically route leads, update deal stages, and trigger follow-ups—keeping your sales process efficient and always moving forward.
From conversations to execution
Summarize meetings, extract insights, and instantly create tasks from any chat or call—so your team always knows what to do next.
Instant intelligent customer insights
Access deal history, notes, and files in seconds across ClickUp and all connected apps—to make faster, more informed decisions.
CRM and Sales Automation
A CRM Built to Fit Your Workflow
ClickUp aligns with your unique sales pipeline through customizable workflows, automation, and seamless handoffs—so your team can focus on closing deals, not managing tasks.
Build a tailored CRM with 15+ customizable views for pipeline tracking, deal stages, and automation—so your process works your way.
Automations for lead & deal updates
Auto-assign leads, update deal stages, and trigger follow-ups—freeing your team from admin work.
CRM and email Sync for seamless data flow
Integrate with Salesforce, HubSpot, Gmail, and Outlook to sync customer data, emails, and follow-ups.
Forms that feed your pipeline
Capture leads and customer inquiries automatically— then route them to the right workflow so no opportunity is missed.
AI-powered Custom Fields to track account data
Enrich contact records with order tracking, lead scoring and files—then add AI-generated fields for insights, next steps, and recommendations.
Integrations
Integrate Your Favorite Tools
Bring your essential project tools into one place with over 1,000+ integrations. From cloud storage to communication apps, ClickUp connects to the tools your team relies on for project delivery.
Pricing Plans
Smart Solutions for Better Work—At a Price That Works for You
Starter
(CRM Essentials)
Standard CRM setup & sales pipeline management for startups.
