CRM.
Every company at 70,000 feet: open and late work, hours against the cap, last and next meeting, emails waiting.
Live simulation · What your team sees
Every client, lead and number shown is illustrative.
CRM
Companies
24
Companies
9
With a portal
3
Need attention
$38.5k
Monthly retainers
Company
Open / late
Hours
Next call
Status
Northwind Health
Retainer · portal
12 / 0
31 of 40h
Thu 10:00
HealthyHalcyon Labs
Retainer · portal
9 / 2
11 of 12h
Today 1:00
Near capAtlas Dental
Proposal sent
—
—
Mon 2:00
LeadBrightline Legal
Project · portal
4 / 3
6 of 20h
—
3 lateJuniper Spa
Discovery call booked
—
—
Wed 11:30
LeadBrightline has 3 late tasks and an email you owe — flagged
How it works.
Your CRM is the list
Every company in your ClickUp CRM — with or without a portal.
Health at a glance
Open and late work, hours against the cap, meetings and unanswered email per company.
One click deeper
Each company opens to its own page: people, tasks, agreements and the CRM record.
What you get
- A page per company with Overview, Contacts, Tasks and Agreements
- New company with its people, or New contact with their company, in one form
- Search finds a match in any field on the record
- Edit anyone's details, and their status, right where you see them
More in running the work.
All features →Tasks
Every task across every client: numbers you can click, charts that filter, time and cost on every row, and four ways to look at it.
Task page
Any ClickUp record in full — every field editable, linked records clickable, without opening ClickUp.
Planner
Each person's day hour by hour: meetings from the calendar, tasks fitted into the gaps, biggest clients first.