Client Management (CRM)
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Chris Schraders
It would be very useful to have a Clients module/section, where we can record:
- The name and address of the organisation
- The primary point of contact in that organisation (name, phone, email)
And then link the Client to relevant Projects.
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Max Weiten
[1/16] - CRM Update
Hey all, please continue to drop your feature requests or additional needs in the survey linked below! Any sort of idea is going to be a great idea here, so if you have an unconventional use case that we did not think about, please feel free to add it:
We’ve also identified several feature requests that could help unlock this system’s full potential in the future. If any of the requests below resonate with you or align with your needs, please let us know; your feedback will help us prioritize and add them to our roadmap.
Dom
My team would like to see less focus on AI features, and more focus on developing basic tools like this.
Max Weiten
[1/16] - CRM Update
Hey all, please continue to drop your feature requests or additional needs in the survey linked below! Any sort of idea is going to be a great idea here, so if you have an unconventional use case that we did not think about, please feel free to add it:
We’ve also identified several feature requests that could help unlock this system’s full potential in the future. If any of the requests below resonate with you or align with your needs, please let us know; your feedback will help us prioritize and add them to our roadmap.
D
David Oh
Most of this functionality is so basic compared to the whiz-bang stuff that ClickUp already does. I'm still shocked that it's not better. The email functions also, especially mobile.
Max Weiten
Heyo, I hope everyone is having a good start into 2026!
We'd love to hear what features matter most to you for this feature request. Could you take 2 minutes to fill out this quick survey? Your input directly shapes how we go about features like this!
Aurora Harper
Max Weiten this form is too basic, on Q2 "What do you need the CRM system for?" my team literally needs an "all of the above" option but it forces you to only pick one. Then the "other" option can't be customized, outside of answering the 3 use cases in Q3.
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Ralph Stokes
Aurora Harper Agreed! The form is waaay too basic for a CRM. I wanted to put all of the above on Q2 as well. Max Weiten can we get something a little more detailed/flexible?
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Jacopo Biordi
Managing customers is becoming really problematic.
I am really thinking of changing software since it seems that there is no intention of working on it
Andres Cuaran
Any updates for Clickup CRM?
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Ola
Hello ClickUp team,
One way to implement a contact management system in ClickUp could be to allow for a dedicated Space > Folder > List structure where each record (client, contact, or company) is unique across the entire workspace.
It would be extremely helpful to have a rule or automation that checks for duplicates—based on fields like name, email, and mobile number—and either warns the user or offers options to merge records or apply other user-defined rules.
We currently manage over 500 individual clients, along with numerous stakeholders and organizations. A native contact management system (alongside an improved email solution) would eliminate the need for three separate third-party apps we currently rely on.
Contact management is essential to ClickUp truly becoming an “Everything App.” Thank you
Lee Marshall
Users have been asking for this since 2018 (probably earlier) 2.4k replies and 7 years later from original post and there is still no CRM so it's clear there never will be. The sole reason I moved away from ClickUp was down to this one thing. There are so many alternative options out there now that it is not worth waiting for ClickUp to add something they have no intention of adding. If you need a true CRM move to another platform is my advice.
Matt Jefferson
A good start would be exactly what Chris had in the original ticket. He wasn't asking for a full CRM then. Just the ability to add Client\Customer as an native "object" that can be used through out ClickUp. It would be a great start to adding more features that have been requested (CRM or Helpdesk Like functionality). It is one area that the syncing with other native applications (Pipedrive, Freshdesk, etc.) hit limitations, as there is no native field to sync who the work is associated with. That is one of my issues with Plug-and-Play.
Patrick Carver
agreed
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