Strong reporting, analysis and agreement monitoring capabilities
Posted: Sun Jan 19, 2025 4:21 am
Use the ClickUp CRM Whiteboard Template to Automate Workflows Download this template ClickUp is very powerful, but we understand that the sheer number of options can seem daunting. Even if you're not ready to use CRM software right now, ClickUp offers other free customer journey templates that you can use as CRM alternatives .
ClickUp Best Features
Versatile enough to be used in various sectors, for example by construction professionals or as marketing software
Easily customizable CRM features for more effective sales management
Editable templates to manage all your marketing and sales tasks in one place
Integrates with over 1,000 apps and collaboration tools, including Loom, Google Calendar, Front, Slack, Calendly, and Zoom
Various CRM solution views like List, Dashboard, Calendar and Table
Custom fields and customizable workflows
App, mobile application for on-the-go access
Automations that eliminate routine administrative tasks
Powerful reporting and analysis tools
ClickUp Limitations
Occasionally long loading times
It can be overwhelming for new users.
ClickUp Pricing
Free Forever : free
Unlimited : $7/month per user
Business : $12/month per user
Company : To receive a customized pricing plan based on your needs, please contact australia consumer email address the sales team
*All prices listed refer to the annual billing model
ClickUp Ratings and Reviews
G2 : 4.7/5 (8,000+ reviews)
Capterra : 4.7/5 (3,000+ reviews)
2. Freshsales
Freshsales CRM example
www.freshsales.com Freshsales Part of the Freshworks software suite, Freshsales offers something unique: an AI assistant named Freddy .
He's the ace up your sleeve, always scanning data and patterns to pinpoint who's most likely to buy from you. Freddy is also a neat freak, keeping his customer database tidy by finding and merging duplicates. He's also a great speaker, helping you craft engaging, personalized emails for your prospects.
ClickUp Best Features
Versatile enough to be used in various sectors, for example by construction professionals or as marketing software
Easily customizable CRM features for more effective sales management
Editable templates to manage all your marketing and sales tasks in one place
Integrates with over 1,000 apps and collaboration tools, including Loom, Google Calendar, Front, Slack, Calendly, and Zoom
Various CRM solution views like List, Dashboard, Calendar and Table
Custom fields and customizable workflows
App, mobile application for on-the-go access
Automations that eliminate routine administrative tasks
Powerful reporting and analysis tools
ClickUp Limitations
Occasionally long loading times
It can be overwhelming for new users.
ClickUp Pricing
Free Forever : free
Unlimited : $7/month per user
Business : $12/month per user
Company : To receive a customized pricing plan based on your needs, please contact australia consumer email address the sales team
*All prices listed refer to the annual billing model
ClickUp Ratings and Reviews
G2 : 4.7/5 (8,000+ reviews)
Capterra : 4.7/5 (3,000+ reviews)
2. Freshsales
Freshsales CRM example
www.freshsales.com Freshsales Part of the Freshworks software suite, Freshsales offers something unique: an AI assistant named Freddy .
He's the ace up your sleeve, always scanning data and patterns to pinpoint who's most likely to buy from you. Freddy is also a neat freak, keeping his customer database tidy by finding and merging duplicates. He's also a great speaker, helping you craft engaging, personalized emails for your prospects.