WebClickUp offers three pricing plans to suit various user needs: Free Forever Plan: Unlimited users Unlimited tasks 100MB storage 24/7 support And more Unlimited Plan ($5/month per user) All Free Plan features Unlimited views Unlimited file storage Custom fields Portfolios And more Business Plan ($9/month per user) All Unlimited Plan features One of the best things about ClickUp is that we never restrict how you are able to view your tasks! Once you have added all of your incredibly valuable data to your CRM, switch between different views for an alternate perspective of your tasks! 1. Table View: A fantastic way to look at all of the pertinent … See more With ClickUp's Relationships feature, you are able to build simple links between tasks in your Workspace or create an advanced database … See more With this feature, you can create unique task fields to manage client phone numbers, emails, notes, prospect items, or really anything else … See more With everything added into your CRM, Dashboardswill allow you to create in-depth reports on your important customer data. You can create a Dashboard dedicated to managing your accounts and opportunities, and … See more
How to use ClickUp as a CRM
WebNot sure if ClickUp, or Efficient Address Book Network is the better choice for your needs? No problem! Check Capterra’s comparison, take a look at features, product details, … WebOct 22, 2024 · Views: this is the core feature of ClickUp. You can create diffent views according to your needs, like: Lists. Boards. Box (Paid plans) Calendar. Gantt (Paid plans) Form. Mind Maps. Timeline. Table. Embed: one of the available Views, it can be extremely helpful to embed other tools inside ClickUp and being able to still use them without … nature\\u0027s give and take
A Beginner
WebMay 26, 2024 · ClickUp is a work management platform that aims to become the one app to replace them all. It has integrations for some of the most common tools in modern workstacks, from Zoom to Google Drive … WebMar 21, 2024 · Address book P Paul Templeton it would be REALLY useful to have an address book function, or a link to google/apple contacts, for the email within in a task. … WebUse a ClickUp Template to hit the ground running! The Bookkeeping Template can make managing your accounting and bookkeeping tasks simply and efficiently!htt... nature\\u0027s gift pet food