ClickUp
7.1/10ClickUp is a work management platform with tasks, docs, chat, automations, AI agents and a CRM layer for contacts, companies and deals, aimed at business teams.
Data last updated November 2026 · Our methodology
Overview
ClickUp is a work management platform built around tasks, docs, chat, dashboards and automations. ClickUp CRM sits on top of it, adding contacts, companies, deal pipelines with stages and values, intake forms that create leads or deals, follow-up emails drafted from the deal record, and pipeline, win rate and forecast dashboards. Its main appeal for sales and account teams is that a won deal can turn straight into a delivery project in the same workspace. That makes it a good fit for agencies, consultancies and small companies that manage client work alongside a sales pipeline. Pricing is per user. In late 2026 ClickUp began moving new workspaces to a new lineup: Free, Core at 12 USD monthly or 9 USD on annual billing, Business at 25 or 17, a custom-priced Enterprise plan, and an AI-heavy Max plan at 120 or 100. Each plan includes a monthly allowance of automations and pooled AI credits, and extra credits are bought separately. Workspaces on the older Unlimited and Business plans keep their existing pricing. The main limitation for CRM buyers is depth. ClickUp is a general work platform with CRM templates, not a dedicated sales CRM. Reviewers report leaning on Zapier for CRM workflows, and the CRM page does not confirm two-way Gmail or Outlook sync or a native dialer. Users also report a steep learning curve, bugs and slow support.
Our Rating
Who ClickUp is best for
Good fit
Agencies can track deals and then turn won deals into delivery projects in the same workspace, with white labeling available on Enterprise.
Consultancies can keep pipelines, client docs, time tracking and project delivery in one tool.
The free plan includes unlimited members, and the Core plan costs less than many dedicated CRMs.
The free plan and low-cost Core plan let a startup run work and a simple pipeline without buying separate tools.
The Business plan adds advanced dashboards, Google SSO and 10K automations a month, though setup takes effort.
Less suited
Enterprise adds SAML, SCIM, audit logs, data residency and HIPAA support, but the CRM is shallower than dedicated enterprise CRMs.
Deals and pipelines are covered, but reviewers report missing core CRM depth, and the CRM page does not confirm native calling or email sync.
Pros & Cons
Pros
- Deals can become delivery projects in the same workspace, which suits agencies and consultancies that sell and deliver client work.
- The free plan allows unlimited members and unlimited tasks, so small teams can try the platform before paying.
- Custom fields, task types, many views and automations let teams model most pipelines and processes without code.
- Enterprise security options include SAML, SCIM, audit logs, data residency and HIPAA support with a BAA.
Cons
- It is not a dedicated CRM. Reviewers report needing Zapier automations for CRM workflows, and the CRM page does not confirm email sync or native calling.
- Reviewers report a steep learning curve and say new users need hours of training to become proficient.
- G2 and Capterra reviewers report bugs, slow performance and support replies that do not resolve problems.
- The late-2026 pricing change raised per-user list prices for new workspaces, and heavy AI use requires buying extra credits.
Key Features
ClickUp Pricing
Free Forever
- 1 form
- 60 MB storage
- Time tracking
- 500 AI credits per workspace
- Unlimited tasks and free members
- Collaborative docs, Kanban and calendar views
Core
or $108/user/year (save 25%)
- Live chat support
- 1K automations per month
- Goals and guest permissions
- Custom fields and task types
- 1K pooled AI credits per user per month
- Unlimited storage, spaces, forms and Gantt charts
Business
or $204/user/year (save 32%)
- Advanced dashboards
- Google SSO and SMS 2FA
- 10K automations per month
- Resource management and timesheets
- Webhooks and automation integrations
- 1.5K pooled AI credits per user per month
Max
or $1,200/user/year (save 17%)
- MCP connections
- Everything in Enterprise
- Autopilot agents and custom skills
- 10K pooled AI credits per user per month
- Unlimited AI fields and image generation
Enterprise
- White labeling
- HIPAA support with BAA
- 1M automations per month
- SAML, SCIM and advanced SSO
- Audit logs and data residency
- 3K pooled AI credits per user per month
Frequently Asked Questions
New workspaces now see Free, Core, Business, Enterprise and Max instead. Existing workspaces on the older Unlimited or Business plans keep their current pricing for now.
Under the new plans, AI usage is included as pooled monthly credits, ranging from 1K per user on Core to 10K on Max. Extra credits cost 10 USD per 10,000.
It covers contacts, companies, deal stages, lead intake forms, follow-up emails and pipeline dashboards. Teams that need deep email sync, a built-in dialer or advanced sales automation may still prefer a dedicated CRM.
It costs 25 USD per user per month on monthly billing or 17 USD per user per month billed yearly, and it is the plan ClickUp marks as most popular.
Business includes Google SSO and SMS two-factor authentication. Enterprise adds SAML, SCIM, audit logs, data residency and HIPAA support with a BAA.
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