ClickUp Rising as All-in-One CRM
Tommy Wang, Chief Business Officer at ClickUp, on the rise of the all-in-one
This ranking matters because it shows ClickUp is not selling a classic sales database first, it is pulling CRM into the same workspace where teams already manage follow ups, handoffs, implementation, and ongoing customer work. In practice, that makes ClickUp strongest for SMBs and cross functional teams that want deals, tasks, docs, forms, and delivery in one system, while Salesforce and HubSpot still lead when the center of gravity is a dedicated customer record and mature sales tooling.
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ClickUp’s product is built around shared work objects, tasks, docs, dashboards, forms, whiteboards, chat, and automations, so a sales team can turn a lead into a project, attach notes and files, assign onboarding work, and track delivery without leaving the same app. That is different from a CRM built primarily around accounts, contacts, and pipeline records.
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The clearest comparable is Notion, another flexible workspace that can be configured into many workflows. But ClickUp goes further into operational execution with native time tracking, portfolio views, and a stronger project management core, which helps explain why it can surface in CRM rankings even without being known first as a sales tool.
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HubSpot shows the opposite path. It started from CRM and expanded outward, then bought Clearbit in December 2023 to deepen customer data and prospect intelligence. That highlights the competitive split. HubSpot is making the customer record richer, while ClickUp is making the work around the customer easier to run.
The next step is category blur. As AI and automation make interfaces more flexible, more teams will expect CRM, project management, support, and knowledge work to sit in one operating layer. ClickUp is well positioned to win accounts that want consolidation first, then add specialized CRM depth over time from that installed base.