Best CRM Software for ClickUp
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Compare the Top CRM Software that integrates with ClickUp as of June 2025
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This a list of CRM software that integrates with ClickUp. Use the filters on the left to add additional filters for products that have integrations with ClickUp. View the products that work with ClickUp in the table below.
What is CRM Software for ClickUp?
CRM software is a type of software that businesses use to manage and analyze customer interactions and data. It helps businesses improve customer service by tracking customer information, analyzing trends, and providing customized communications for customers. CRM software also helps organizations to manage sales leads, track contacts, and automate certain customer-facing activities. Many CRM solutions offer automated workflows that streamline processes such as marketing campaigns and customer onboarding. Compare and read user reviews of the best CRM software for ClickUp currently available using the table below. This list is updated regularly.
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1
HubSpot CRM
HubSpot
HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.Starting Price: Free -
2
Jotform
Jotform
Trusted by over 25 million users, Jotform is an all-in-one, no-code platform that simplifies data collection, automation, and online sales. Using its drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, payments, and e-signatures. With 10,000+ templates and advanced features like conditional logic and 200+ integrations, Jotform streamlines workflows. Jotform's AI-powered Agents provide real-time customer support, guiding users through form submissions, answering questions, and ensuring a smooth experience while reducing manual intervention. These AI agents learn from interactions to improve responses, enhancing efficiency and customer satisfaction. The platform also includes a Store Builder to sell products and services, accept payments through 30+ gateways, and tools like Approvals and Report Builder to automate workflows and generate actionable insights.Starting Price: $34 per month -
3
Twilio
Twilio
Design and deploy your ideal customer engagement experience. Twilio is a single fully-programmable platform with flexible APIs for any channel and over 400+ integrations, backed by a community of over 9 million developers. Build accurate and personalized experiences for your customers, easily and at scale, using SMS and WhatsApp messaging, voice, video, email, and more. Browse documentation and SDKs in multiple coding languages, including Ruby, Python, PHP, Node.js, java, and C#, or jumpstart your first project with our open source code templates to quickly build production-ready communications apps. Sign up and start building today.Starting Price: $0.0085 per min -
4
SurveySparrow
SurveySparrow
Transform organizations into brands by refining experiences with SurveySparrow. The experience management platform helps create not only engaging surveys but assists in closing the feedback loop efficiently. Supporting 70+ languages and dedicated NPS and Customer experience modules help better understand customer loyalty. SurveySparrow enables business organizations to collect feedback via a chat-like interface, gain insights, and make data-driven decisions to improve products, services, and customer experience. Set up automation and manage feedback with the in-built Ticket management tool. Monitor and manage online reviews efficiently with the Reputation management module. Join the bandwagon of 100k+ customers in 149 countries to deliver delightful customer experiences.Starting Price: $19.00/month/5,000 responses -
5
Intercom
Intercom
Intercom is an AI-first customer service platform that enables businesses to deliver personalized and efficient customer support across multiple channels. Founded in 2011, the company offers a comprehensive suite of tools, including the Fin AI Agent, which provides instant, accurate answers to customer inquiries 24/7. Intercom's platform also features AI Copilot, assisting support agents with real-time solutions, and AI Analyst, offering insights and recommendations for support leaders. Trusted by over 25,000 global organizations, including Atlassian, Amazon, and Microsoft, Intercom facilitates over 500 million messages per month, enhancing customer interactions and support efficiency. Headquartered in San Francisco, with offices in Chicago, Dublin, Sydney, and London, Intercom continues to innovate in the customer service industry.Starting Price: $29/seat/month -
6
monday.com
monday.com
Simplify the way your team works with monday.com, a cloud-based project management platform that provides customizable no-code solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and more. monday.com allows businesses of all sizes to work in an efficient environment where every team member can assign tasks, automate repetitive work, collaborate in real-time, and share files. With this platform, you can manage everything from simple to complex projects and ensure seamless communication between team members. Customizable dashboards give quick high-level overviews of every project, visual boards help organize tasks, and thanks to integrations with third-party applications such as Outlook, Zoom, Gmail, Google Drive, Dropbox, Excel you can continue working with all your existing tools within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries and verticals.Starting Price: $39/month for 5 users -
7
Zendesk
Zendesk
Zendesk is a customer service platform designed to streamline support operations and enhance customer experiences. Offering a comprehensive suite of tools, including AI-driven automation, messaging, live chat, and customizable workflows, Zendesk enables businesses to provide personalized and efficient support across multiple channels. It integrates seamlessly with other software and provides real-time analytics to help businesses make data-driven decisions. Zendesk’s solutions cater to businesses of all sizes, from small startups to large enterprises, with a focus on scalability, security, and user satisfaction.Starting Price: $25/agent/month -
8
Salesforce
Salesforce
Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.Starting Price: $25.00/month/user -
9
Airtable
Airtable
Organize your work your way with Airtable. An all-in-one collaboration software, Airtable combines the power of a relational database with the flexibility and ease of use of a spreadsheet. It works across platforms and devices, and syncs data in real-time. Users can choose from different formats to view the tasks at hand, including grid, calendar, Kanban, gallery, and forms.Starting Price: $12.00/month/user -
10
Microsoft Outlook
Microsoft
Connect. Organize. Get things done. Email, calendar, contacts all in one place. Work efficiently with email, calendar, contacts, tasks, and more—together in one place. Office integration lets you share attachments right from OneDrive, access contacts, and view LinkedIn profiles. Book conference rooms and track RSVPs for meetings right from your calendar. Make plans and coordinate schedules by sharing calendars and seeing when your coworkers are available. Get peace of mind with enterprise-grade security trusted by many of the world’s largest organizations. Outlook works around the clock to protect your confidential information, without getting in your way. Outlook anticipates your needs. Travel and bill payments are automatically added to your calendar, and intelligent reminders help keep you on track. Search helps you find information quickly. -
11
HoneyBook
HoneyBook
HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With their business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant. This all-in-one management platform streamlines business processes, from first inquiry to final payment, so business owners can spend less time on administrative work and more time focusing on what got them passionate about their business in the first place. With their proposals, invoices, contracts, payments, and scheduling at your fingertips, HoneyBook gives you everything you need to give clients an unforgettable experience.Starting Price: $19 monthly ($16 annually) -
12
Calendly
Calendly
Calendly is a scheduling automation platform that helps individuals, teams, and enterprises book meetings without the back-and-forth emails. Share custom booking links, set availability preferences, and automate reminders, follow-ups, and calendar syncing. Calendly supports one-on-one, group, collective, and round robin scheduling, with smart features like buffer times, time zone detection, and meeting caps. Integrate with Google, Outlook, Office 365, Zoom, Microsoft Teams, HubSpot, Salesforce, Slack, and more to embed scheduling into your existing workflow. Calendly helps entrepreneurs, sales, marketing, recruiting, customer success, and professional services teams save time, reduce no-shows, and improve the client experience. Built for flexibility and scale, Calendly offers admin controls, reporting, and enterprise-grade security. Sign up for free and simplify your scheduling today—no credit card required.Starting Price: $10 per user per month -
13
Userback
Userback
Userback is the leading user feedback and bug tracking solution for software teams looking to understand users and build better products. With Userback, you can collect metadata-enriched visual feedback and gain deep insights into your user's sentiment and behavior with in-app surveys like NPS, CES, and CSAT metrics. Add deep context to any piece of feedback via full session replay features. Create user segments and track every user from the moment they log in. Survey only the cohorts that are important to you and understand your user experiences throughout the entire lifecycle from trial to churn. Wrap it all up with branded feature portals, and public roadmaps, and a centralized location for all your feedback to reduce feedback overhead by 70% and increase feedback closure times by 10X. No code? No problem. Start instantly with a code-free browser extension, perfect for internal QA and bug tracking.Starting Price: $7 per month -
14
Salesflare
Salesflare
Simple yet powerful CRM for small businesses selling B2B. It automates your CRM from existing data to build better relationships and make more sales. A fast, visual and easy-to-use sales machine. Built on happiness with the latest tech, by humans for humans. Don’t worry about storing telephone numbers, email addresses or postal addresses for every customer anymore. No more searching for LinkedIn profiles. Salesflare gathers this information from emails, email signatures, social profiles, and more. Everything automatically appears in your address book. Don't know where to email them? Based on their first name, last name and company, Salesflare will find their business email address in a matter of seconds. Stop losing time on reporting what you’ve done. Salesflare connects to your calendar and mobile phone to log your meetings and phone calls with customers for you.Starting Price: $30/month/user -
15
Keap
Keap
Find out how Keap helps you get organized, automate daily tasks and close more leads. Keap, formerly known as Infusionsoft, is the all-in-one CRM, designed for small business owners. The smarter way for small businesses to do great work. Keap organizes your client information & daily work in one place, freeing you up from repetitive tasks. All new and existing leads are in one place. All of your client information is accessible anywhere, 24/7. Take the friction out of winning work with hassle-free scheduling and easy quoting. Get out of bill collecting and get paid faster by tracking outstanding invoices. Deliver the kind of service that earns you referrals, leading to long-term relationships (and business).Starting Price: $40 per month -
16
Front
Front
Front’s powerful customer service platform makes five-star service attainable for over 9,000 businesses like yours. We bring together your core support channels in one intuitive, AI-powered workspace where your team can build collaborative workflows across the entire customer lifecycle. As your customer base and their needs grow, Front AI and customer intelligence serves up the efficiency and insights needed to keep your entire organization customer-first, every day. Plus, we care as much about our customers as you do yours: we provide industry-leading service to our entire customer base, regardless of your team size.Starting Price: $19.00/month/user -
17
involve.me
involve.me
involve.me is a funnel builder that helps businesses engage website visitors and convert them into qualified leads through multi-step flows. Users can combine form, quiz, survey, and calculator elements to guide each visitor through a personalized journey while collecting data and scoring leads. Funnels can be built from scratch, generated by AI, or customized from over 300 templates, including Product Finders, ROI Calculators, and Lead Magnets. Every funnel is fully brandable and can dynamically adapt to user inputs, using features like conditional logic, answer piping, and logic jumps. Once published, funnels can be embedded on websites, triggered as popups, or shared as standalone pages, and they can integrate natively with 60+ tools, including CRMs and automation platforms. Finally, real-time analytics and AI-powered reporting provide all the insights needed to track performance and optimize results.Starting Price: $29.00 per month -
18
GoHighLevel
HighLevel
All the tools you need in one platform without having to "duct-tape" multiple platforms together! Capture leads using our landing pages, surveys, forms, calendars, inbound phone system & more. Automatically message leads via voicemail, forced calls, SMS, emails, FB Messenger & more. Use our built in tools to collect payments, schedule appointments, and track analytics. HighLevel is a Full Suite Platform for Agencies. Included in the Platform is a full featured Page Builder to capture leads. Our intuitive platform allows you to create full featured websites with custom menus. Create high-performing and captivating landing pages all in one place. Built right in is the ability to capture leads through Surveys and capture forms. You can integrate directly with our page builder or embed them on your own sites. The major step for many business is to capture appointments and request appointments. We've built our own calendar application within HighLevel.Starting Price: $97 per month -
19
COZYROC SSIS+ Suite
COZYROC
COZYROC's SSIS+ suite includes 270+ data integration adapters, ETL components and tasks for developing ETL solutions with MS SQL Server Integration Services. 141 out-of-the box adapters for consuming web API data. Connectivity for popular CRM, ERP, Accounting, Financials, Legal, Analytics, Administration, Collaboration, Communication, Security, Education, Construction, Marketing, Transportation, Project Management, Productivity, e-Commerce and HR apps COZYROC REST Framework for data integration with any REST service. Sync and import / export data from any REST API service to SQL Server. Data Flow Task Plus for dynamic data flows at runtime. No need to manually open and modify the data flow Lift and Shift your SSIS packages ! Try COZYROC Cloud for free. The COZYROC.Cloud hosted service allows you to Lift & Shift legacy SSIS workloads to the cloud in a breeze at a very affordable price which includes a license for the COZYROC SSIS+ suite.Starting Price: $0 -
20
Bonsai
Bonsai
What if you could run your entire business in one place? Bonsai is the only business management tool that combines CRM, invoicing, accounting & banking. No more "Managing my projects, contracts, and invoices is a time-consuming hassle." Generate custom contracts by picking from 1000+ templates in Bonsai’s library, and get paid faster by creating professional invoices in seconds with global payments and automatic reminders. No more "Tracking my expenses stresses me out." Track your income and automatically categorize your expenses to maximize write-offs. Say goodbye to spreadsheets & tax stress and hello to a bigger tax return. No more "Managing my clients’ expectations is hard." Use Bonsai's simple CRM to manage your clients and projects, and keep track of what matters. Turn new leads into clients, and clients into recurring business. Grow your business in no time while Bonsai takes care of the rest.Starting Price: $17 per month -
21
TheySaid
TheySaid
Scan your website in seconds to generate meaningful survey questions. Our AI tool scans your website to generate survey questions. Embed the AI-powered survey questions anywhere. Evo, our AI chatbot, automates follow-up with customers. Dive into the responses, results, and action items. Evo, our AI bot, scans your website. We recommend tailored questions for your surveys. Based on industry standards and best practices. Embed your surveys anywhere in your current customer flows. TheySaid's AI digs deeper and asks personalized follow-up questions in real-time. Engage customers in the moment they’re willing. Conversational follow-up questions, that feel natural. Evo chats back and forth to go deeper, giving you better insights. Dive into survey responses with AI-generated summaries. We’ll find common themes for you to address. Find critical action steps that need to be taken. Look at customer satisfaction by customer account.Starting Price: $99 per month -
22
PortalCX
PortalCX, Inc.
Informed customers are happy customers. PortalCX is an all-in-one experience platform, delivering a customizable portal to view their project progress and automated communications to give them peace of mind. PortalCX gives you and your customers a real-time view of projects in one easy-to-use app that also serves as a central hub for two-way communication, referrals, and promotions. Our intuitive app mirrors your progress and automates customer service tasks so you and your customers can keep track of any task, while two-way communication and email tools allow you to sync seamlessly. The best news? It all happens in one place. Poor communication causes stress and customer cancellations. Real-time project updates through PortalCX restores customer confidence and reduces churn and support costs by 20%. PortalCX keeps your customers up-to-date on project progress—while automatically prompting customer reviews and referrals.Starting Price: $79 per month -
23
HubSpot Customer Platform
HubSpot
Put your customers first and grow better with HubSpot’s AI-powered customer platform. Connect your front office teams through a complete view of the customer journey. Use AI-powered tools to deliver a seamless customer experience Easily adapt to emerging industry trends and technologies. Traditional CRMs alone aren't enough to drive growth. Most aren’t designed for customer connection, which is critical in an AI-driven world where customers can explore, evaluate, and buy with efficiency. HubSpot’s customer platform is so much more. It’s powered by Smart CRM that combines customer data with AI to help you adapt, products for engaging customers across the entire journey, and an ecosystem of integrations, education, and community. It’s built for businesses to connect with customers, and grow better.Starting Price: Free -
24
Pendula
Pendula
Customer attention is scarce, and marketing and CX leaders are facing increasing pressure to continue driving growth with less time and tighter resources. With the limitless potential of generative AI, Pendula empowers teams to deliver adaptive and meaningful two-way customer experiences to inspire, engage, and retain customers at scale. Pendula aims to be at the heart of every conversation between businesses and their customers, all over the world. Intuitive drag-and-drop functionality that will empower teams to do their best work. Create two-way conversations and act on them intelligently with real-time data. Harness the power of AI to activate your entire data stack. The heart of next-gen customer engagement and retention. With Pendula's workflow studio, the only limits are the boundaries of your creative thinking. Select a data source to identify the moments that actually matter to your customers.
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