### Contents - [**Articles**](#resources-articles) - [**Glossary Terms**](#resources-glossary_terms) - [**Discussions**](#resources-discussions) - [**Reports**](#resources-reports) # CRM Software Resources ##### Articles, Glossary Terms, Discussions, and Reports to expand your knowledge on CRM Software Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find [articles](#resources-articles) from our experts, [feature definitions](#resources-glossary_terms), [discussions](#resources-discussions) from users like you, and [reports](#resources-reports) from industry data. [ContentsExpand/Collapse Contents](#) - [**Articles**](#resources-articles) - [**Glossary Terms**](#resources-glossary_terms) - [**Discussions**](#resources-discussions) - [**Reports**](#resources-reports) ## CRM Software Articles [![Sales Prospecting: Tips and Tactics for a Strong Pipeline](https://learn.g2.com/hubfs/prospecting.png "Sales Prospecting: Tips and Tactics for a Strong Pipeline")](https://www.g2.com/articles/sales-prospecting) [ ### Sales Prospecting: Tips and Tactics for a Strong Pipeline ](https://www.g2.com/articles/sales-prospecting) Maintaining a healthy sales pipeline hinges on effective sales prospecting [ ![Harshita Tewari](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Harshita Tewari") HT ](https://learn.g2.com/author/harshita-tewari) by Harshita Tewari [![Sales Cadence: What It Is, Importance, and How to Build One](https://learn.g2.com/hubfs/sales%20cadence%20FI.png "Sales Cadence: What It Is, Importance, and How to Build One")](https://www.g2.com/articles/sales-cadence) [ ### Sales Cadence: What It Is, Importance, and How to Build One ](https://www.g2.com/articles/sales-cadence) When new leads enter your pipeline, the worst thing you can give sales reps is freedom without direction. [ ![Harshita Tewari](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Harshita Tewari") HT ](https://learn.g2.com/author/harshita-tewari) by Harshita Tewari [![15 Best Free CRM Software in 2024](https://learn.g2.com/hubfs/G2CM_FI551_Learn_Article_Images_%5B10_Best_Free_CRM_Software%5D_V1b.png "15 Best Free CRM Software in 2024")](https://www.g2.com/articles/free-crm-software) [ ### 15 Best Free CRM Software in 2024 ](https://www.g2.com/articles/free-crm-software) As a salesperson in a small business, you juggle endless spreadsheets, a flooded inbox, and constant pressure from leadership and clients alike. Plus, your budget stays tiny. The result? Missed opportunities, wasted time, and burnout. [ ![Devyani Mehta](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Devyani Mehta") DM ](https://learn.g2.com/author/devyani-mehta) by Devyani Mehta [![What Is Marketing Attribution? How to Measure It](https://learn.g2.com/hubfs/G2CM_FI913_Learn_Article_Images-%5BPermission_Based_Email_Marketing%5D_V1b-1.png "What Is Marketing Attribution? How to Measure It")](https://www.g2.com/articles/marketing-attribution) [ ### What Is Marketing Attribution? How to Measure It ](https://www.g2.com/articles/marketing-attribution) Each stage of the sales funnel—from awareness to consideration to purchase—requires a unique strategy. [ ![Lauren Pope](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lauren Pope") LP ](https://learn.g2.com/author/lauren-pope) by Lauren Pope [![The 7-Step Guide to a Sales Process: From Lead to Close](https://learn.g2.com/hubfs/G2CM_FI372_Learn_Article_Images_%5BNon-Profit_Marketing%5D_V1a.png "The 7-Step Guide to a Sales Process: From Lead to Close")](https://www.g2.com/articles/sales-process) [ ### The 7-Step Guide to a Sales Process: From Lead to Close ](https://www.g2.com/articles/sales-process) Let’s make a deal. [ ![Mary Clare Novak](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mary Clare Novak") MCN ](https://learn.g2.com/author/mary-clare-novak) by Mary Clare Novak [![Permission Marketing: How to Earn Customer Trust With Ease](https://learn.g2.com/hubfs/G2CM_FI1100_Learn_Article_Images_%5Binfluencer_marketing_statistics%5D_V1b.png "Permission Marketing: How to Earn Customer Trust With Ease")](https://www.g2.com/articles/permission-marketing) [ ### Permission Marketing: How to Earn Customer Trust With Ease ](https://www.g2.com/articles/permission-marketing) Nobody likes being a member of a captive audience. [ ![Lauren Pope](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lauren Pope") LP ](https://learn.g2.com/author/lauren-pope) by Lauren Pope [![What Is ERP Implementation? Steps, Strategies, and Risks](https://learn.g2.com/hubfs/G2CM_FI854_Learn_Article_Images_%5BERP_Software_India%5D_V1b.png "What Is ERP Implementation? Steps, Strategies, and Risks")](https://www.g2.com/articles/erp-implementation) [ ### What Is ERP Implementation? Steps, Strategies, and Risks ](https://www.g2.com/articles/erp-implementation) The implementation of a software system—particularly one as complex and expansive as an Enterprise Resource Planning (ERP)—requires a holistic knowledge of not only the software in question but also an intense understanding of your organization’s business operations and workflows. [ ![Piper Thomson](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Piper Thomson") PT ](https://learn.g2.com/author/piper-thomson) by Piper Thomson [![10 Ways to Make Your Next Sales Negotiation a Win-Win](https://learn.g2.com/hubfs/sales-negotiation@2x.png "10 Ways to Make Your Next Sales Negotiation a Win-Win")](https://www.g2.com/articles/sales-negotiation) [ ### 10 Ways to Make Your Next Sales Negotiation a Win-Win ](https://www.g2.com/articles/sales-negotiation) The likelihood of someone signing the first draft of a sales contract is slim.  [ ![Mary Clare Novak](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mary Clare Novak") MCN ](https://learn.g2.com/author/mary-clare-novak) by Mary Clare Novak [![What is CRM? How It Helps Boost Sales and Efficiency](https://learn.g2.com/hubfs/what%20is%20crm-1.png "What is CRM? How It Helps Boost Sales and Efficiency")](https://www.g2.com/articles/what-is-crm) [ ### What is CRM? How It Helps Boost Sales and Efficiency ](https://www.g2.com/articles/what-is-crm) Getting a customer to buy your solution is only half the battle.  [ ![Mary Clare Novak](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mary Clare Novak") MCN ](https://learn.g2.com/author/mary-clare-novak) by Mary Clare Novak [![How to Write a Cold Email That Works (+ Free Template)](https://learn.g2.com/hubfs/G2CM_FI986_Learn_Article_Image_%5BCold_email%5D_V1b.png "How to Write a Cold Email That Works (+ Free Template)")](https://www.g2.com/articles/cold-email) [ ### How to Write a Cold Email That Works (+ Free Template) ](https://www.g2.com/articles/cold-email) Five seconds.  [ ![Mary Clare Novak](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mary Clare Novak") MCN ](https://learn.g2.com/author/mary-clare-novak) by Mary Clare Novak [![16 Best CRM Software in India for 2024](https://learn.g2.com/hubfs/G2CM_FI512_Learn_Article_Images-%5BCRM_Software_In_India%5D_V1b.png "16 Best CRM Software in India for 2024")](https://www.g2.com/articles/best-crm-software-in-india) [ ### 16 Best CRM Software in India for 2024 ](https://www.g2.com/articles/best-crm-software-in-india) Businesses must put relationships over results, which isn’t to say results don’t matter. They do. But do you know what drives those results?  [ ![Washija Kazim](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Washija Kazim") WK ](https://learn.g2.com/author/washija-kazim) by Washija Kazim [![What Is Outbound Sales: Strategies, Tips And Tools For 2024](https://learn.g2.com/hubfs/outbound-sales.png "What Is Outbound Sales: Strategies, Tips And Tools For 2024")](https://www.g2.com/articles/outbound-sales) [ ### What Is Outbound Sales: Strategies, Tips And Tools For 2024 ](https://www.g2.com/articles/outbound-sales) Tring tring! [ ![Mary Clare Novak](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mary Clare Novak") MCN ](https://learn.g2.com/author/mary-clare-novak) by Mary Clare Novak [![What Is a CRM Database?](https://learn.g2.com/hubfs/G2CM_BI095_Backlog_Images_%5BCRM-database%5D_V1b.png "What Is a CRM Database?")](https://www.g2.com/articles/what-is-a-crm-database) [ ### What Is a CRM Database? ](https://www.g2.com/articles/what-is-a-crm-database) Just what is a CRM database anyway? [ ![Marshall Lager](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Marshall Lager") ML ](https://learn.g2.com/author/marshall-lager) by Marshall Lager [![10 Best CRM Software in Australia for 2023](https://learn.g2.com/hubfs/G2CM_FI752_Learn_Article_Images-%5BBest_CRM_Software_Australia%5D_V1a.png "10 Best CRM Software in Australia for 2023")](https://www.g2.com/articles/best-crm-software-in-australia) [ ### 10 Best CRM Software in Australia for 2023 ](https://www.g2.com/articles/best-crm-software-in-australia) Keeping track of your customers on a neverending Notes list no longer cuts it. [ ![Tanuja Bahirat](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tanuja Bahirat") TB ](https://learn.g2.com/author/tanuja-bahirat) by Tanuja Bahirat [![Claim Peace of Mind: Decode the Work of Insurance Adjusters](https://learn.g2.com/hubfs/G2CM_FI718_Learn_Articles_Images_%5BInsurance_Adjustors%5D_V1a.png "Claim Peace of Mind: Decode the Work of Insurance Adjusters")](https://www.g2.com/articles/insurance-adjuster) [ ### Claim Peace of Mind: Decode the Work of Insurance Adjusters ](https://www.g2.com/articles/insurance-adjuster) Like the saying, "When life gives you lemons, make lemonade," we often find ways to make the best out of difficult situations. [ ![Devyani Mehta](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Devyani Mehta") DM ](https://learn.g2.com/author/devyani-mehta) by Devyani Mehta [![Recap of Dreamforce 2022: Innovation and Sustainability](https://learn.g2.com/hubfs/people%20sitting%20in%20a%20crowd.jpg "Recap of Dreamforce 2022: Innovation and Sustainability")](https://www.g2.com/articles/recap-of-dreamforce-2022) [ ### Recap of Dreamforce 2022: Innovation and Sustainability ](https://www.g2.com/articles/recap-of-dreamforce-2022) Innovation and sustainability were two major themes at the annual Salesforce event, Dreamforce 2022. Industry conferences typically see the host company promoting its brand by handing out company swag to attendees. Dreamforce 2022 opted instead to focus on Salesforce's sustainability efforts by announcing plans to plant trees for each attendee as part of the company goal to plant one trillion trees by 2030 and provide donations to local public schools. In addition, the company that has helped fuel the CRM Software category announced updates and innovations to its product offerings, including Slack, Salesforce Sales Cloud Unlimited, and of course, Salesforce Genie. [ ![Blue Bowen](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Blue Bowen") BB ](https://learn.g2.com/author/blue-bowen) by Blue Bowen [![How to Prevent Customer Churn With Retention Marketing](https://learn.g2.com/hubfs/Customer%20Retention%20Marketing.png "How to Prevent Customer Churn With Retention Marketing")](https://www.g2.com/articles/customer-retention-marketing) [ ### How to Prevent Customer Churn With Retention Marketing ](https://www.g2.com/articles/customer-retention-marketing) Attracting new customers is cool and all, but do you know how to keep them around? [ ![Lauren Pope](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lauren Pope") LP ](https://learn.g2.com/author/lauren-pope) by Lauren Pope [![Increased Adoption of Lead-to-Account Matching and Routing Leads to New G2 Category](https://learn.g2.com/hubfs/lead-to-account%20matching%20and%20routing.jpg "Increased Adoption of Lead-to-Account Matching and Routing Leads to New G2 Category")](https://www.g2.com/articles/increased-adoption-of-lead-to-account-matching-and-routing-leads-to-new-g2-category) [ ### Increased Adoption of Lead-to-Account Matching and Routing Leads to New G2 Category ](https://www.g2.com/articles/increased-adoption-of-lead-to-account-matching-and-routing-leads-to-new-g2-category) It’s no secret that it can be quite difficult to manage all inbound leads into an organization. When a lead form from a survey or marketing event is completed, the lead often populates in the CRM software or other related sales account management software. While this lead populates in a CRM, sales and marketing departments spend lots of time to find the correct account that matches with the lead, as well as the salesperson who should be responsible for reaching out to that lead. [ ![Michael Gigante](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michael Gigante") MG ](https://learn.g2.com/author/michael-gigante) by Michael Gigante [![Sales Operations: Your Behind-the-Scenes Revenue Generator](https://learn.g2.com/hubfs/sales%20operations.png "Sales Operations: Your Behind-the-Scenes Revenue Generator")](https://www.g2.com/articles/sales-operations) [ ### Sales Operations: Your Behind-the-Scenes Revenue Generator ](https://www.g2.com/articles/sales-operations) A lot happens behind the scenes of a sales department.  [ ![Mary Clare Novak](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mary Clare Novak") MCN ](https://learn.g2.com/author/mary-clare-novak) by Mary Clare Novak [![Why Customer Relationship Management (CRM) Is Still Relevant](https://sell.g2.com/hubfs/shahadat-rahman-voM1Z9cGPCU-unsplash.jpg "Why Customer Relationship Management (CRM) Is Still Relevant")](https://www.g2.com/articles/why-crm-is-still-relevant) [ ### Why Customer Relationship Management (CRM) Is Still Relevant ](https://www.g2.com/articles/why-crm-is-still-relevant) Customer relationship management (CRM) software is not a new technology. It first made its debut in the mid-'80s before the term CRM was even coined. The combination of database marketing and contact management was handy in a world just realizing the utility of relatively small and inexpensive desktop computers; businesses haven’t looked back since. [ ![Marshall Lager](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Marshall Lager") ML ](https://learn.g2.com/author/marshall-lager) by Marshall Lager [![How Gartner Got Confused: Sales Engagement Is Not Sales Enablement](https://learn.g2.com/hubfs/g2-vs-gartner-blog.png "How Gartner Got Confused: Sales Engagement Is Not Sales Enablement")](https://www.g2.com/articles/gartner-sales-engagement-sales-enablement) [ ### How Gartner Got Confused: Sales Engagement Is Not Sales Enablement ](https://www.g2.com/articles/gartner-sales-engagement-sales-enablement) All jokes aside, it’s a confusing time for sales professionals trying to find tools that can help them sell to buyers who just don’t behave like they used to. [ ![Michael Fauscette](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michael Fauscette") MF ](https://learn.g2.com/author/michael-fauscette) by Michael Fauscette [![How to Build a Successful Business Development Team](https://learn.g2crowd.com/hubfs/business-development-team-featured-image.jpg "How to Build a Successful Business Development Team")](https://www.g2.com/articles/business-development-team) [ ### How to Build a Successful Business Development Team ](https://www.g2.com/articles/business-development-team) Every business wants to acquire more customers, right? [ ![Izabelle Hundrev](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Izabelle Hundrev") IH ](https://learn.g2.com/author/izabelle-hundrev) by Izabelle Hundrev [![How to Choose the Best Sales Technology for Your Industry](https://learn.g2crowd.com/hubfs/adeolu-eletu-38649-unsplash-1.jpg "How to Choose the Best Sales Technology for Your Industry")](https://www.g2.com/articles/industry-specific-sales-technology) [ ### How to Choose the Best Sales Technology for Your Industry ](https://www.g2.com/articles/industry-specific-sales-technology) Not all industries are the same, and their tech stacks shouldn’t be either. There are many vertical industry software products for most departments of a company, such as accounting, logistics, and HR, but industry-specific sales tech is often ignored. [ ![Gabriel Gheorghiu](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Gabriel Gheorghiu") GG ](https://learn.g2.com/author/gabriel-gheorghiu) by Gabriel Gheorghiu Show More ## CRM Software Glossary Terms [![Digital Transformation](https://learn.g2.com/hubfs/G2CM_GI756_Glossary_Article_Images-%5Bdigital_transformation%5D_V1a.png "Digital Transformation")](https://www.g2.com/glossary/digital-transformation-definition) [Digital Transformation](https://www.g2.com/glossary/digital-transformation-definition) Digital transformation modernizes an organization’s products and processes with new digital technologies. Learn more about its types and the process. by Sagar Joshi [![Supplier Relationship Management](https://learn.g2.com/hubfs/G2CM_GI781_Glossary_Article_Images_%5Bsupplier_relationship_management%5D_V1a.png "Supplier Relationship Management")](https://www.g2.com/glossary/supplier-relationship-management-definition) [Supplier Relationship Management](https://www.g2.com/glossary/supplier-relationship-management-definition) Supplier relationship management is a process wherein the working relationships between buyers and vendors are maintained and optimized. by Holly Landis [![Lead Generation](https://learn.g2.com/hubfs/G2CM_GI704_Glossary_Article_Images-%5BLead_Generation%5D_V1b.png "Lead Generation")](https://www.g2.com/glossary/lead-generation-definition) [Lead Generation](https://www.g2.com/glossary/lead-generation-definition) Lead generation is a company's process for attracting potential customers or clients. Learn lead generation strategies, best practices, and benefits. by Kelly Fiorini [![Buyer Persona](https://learn.g2.com/hubfs/G2CM_GI596_Glossary_Article_Images_%5Bbuyer_persona%5D_V1a.png "Buyer Persona")](https://www.g2.com/glossary/buyer-persona-definition) [Buyer Persona](https://www.g2.com/glossary/buyer-persona-definition) Buyer personas are fictional profiles created using customer data to help marketers focus their messaging. Learn about creating and using buyer personas. by Holly Landis [![Video Conferencing](https://learn.g2.com/hubfs/G2CM_GI597_Glossary_Article_Images_%5Bvideo_conferencing%5D_V1a.png "Video Conferencing")](https://www.g2.com/glossary/video-conferencing-definition) [Video Conferencing](https://www.g2.com/glossary/video-conferencing-definition) Video conferencing is a way to hold live online meetings with audio and video, helping teams, customers, and partners connect from any location. Learn more by Holly Landis [![Customer Engagement](https://learn.g2.com/hubfs/G2CM_GI592_Glossary_Article_Images_%5Bcustomer_engagement%5D_V1a.png "Customer Engagement")](https://www.g2.com/glossary/customer-engagement-definition) [Customer Engagement](https://www.g2.com/glossary/customer-engagement-definition) Customer engagement measures how brands interact with clients throughout the customer's lifecycle. Learn about customer engagement models and the benefits. by Sagar Joshi [![Marketing Automation](https://learn.g2.com/hubfs/G2CM_GI576_Glossary_Article_Images_%5BMarketing_Automation%5D_V1a.png "Marketing Automation")](https://www.g2.com/glossary/marketing-automation-definition) [Marketing Automation](https://www.g2.com/glossary/marketing-automation-definition) Marketing automation is when software is used to automatically complete various marketing tasks by following triggered prompts. Learn about its benefits. by Holly Landis [![Sales Funnel](https://learn.g2.com/hubfs/G2CM_GI520_Glossary_Article_Images_%5Bsales_funnel%5D_V1a.png "Sales Funnel")](https://www.g2.com/glossary/sales-funnel-definition) [Sales Funnel](https://www.g2.com/glossary/sales-funnel-definition) Sales funnels represent the customer journey from prospect to purchase. Learn about benefits, best practices, and how they affect a business positively. by Holly Landis [![Enterprise Resource Planning (ERP)](https://learn.g2.com/hubfs/ERP-1.png "Enterprise Resource Planning (ERP)")](https://www.g2.com/glossary/erp-definition) [Enterprise Resource Planning (ERP)](https://www.g2.com/glossary/erp-definition) ERP systems merge and manage multiple business operations via a single platform. Read on to learn more about its applications, benefits, and challenges. by Harshita Tewari [![Sales Enablement](https://learn.g2.com/hubfs/G2CM_GI505_Glossary_Article_Images_%5Bsales_enablement%5D_V1b.png "Sales Enablement")](https://www.g2.com/glossary/sales-enablement-definition) [Sales Enablement](https://www.g2.com/glossary/sales-enablement-definition) Sales enablement is how a company supports its sales team with training, resources, and guidance. Learn the benefits and ways to create a strategy. by Mara Calvello ## CRM Software Discussions 0 Question on: Insightly CRM [Inquiring about AI features](/discussions/inquiring-about-ai-features) Does Insightly have any AI features in the CRM? Hey! Yes. Insightly is considered an AI-powered CRM. You can request summaries of your sales emails, get suggestions on how to reply to emails, and leverage the built-in Copilot to streamline your day-to-day efforts, assess at-risk deals, and better prepare to engage potential customers. Learn more here: https://www.insightly.com/crm/ai-crm/ Answered: Harryson Pointdujour on January 28, 2026 [Your answer](/discussions/inquiring-about-ai-features/comments/new?remote=true) 0 Question on: ClickUp [Who uses ClickUp?](/discussions/who-uses-clickup) Who uses ClickUp? All the companies that manage the projects are mainly the IT, Strategy, and Consulting related organizations. Answered: Prakash Jha on November 4, 2023 We use it too, one of the best tools for task management Answered: Milan P Sony on January 18, 2024 used by project managers, teams, freelancers, startups, and enterprises across industries for task management, collaboration, communication, streamlining, alignment between multiple teams etc Answered: Ashwin Singone on December 1, 2024 I’m an Online Business Manager with a small team of freelancers. We use CU across the board with all our clients. One login and we each have access to every project and task. I personally use it to keep my own business and personal/family projects organized. I’m even thinking of introducing it to my kids to help them breakdown their school projects as they’re becoming more involved especially the grade 8 preparing for high school next year. CU also helps my ADHD brain stay on task as it chunks the work into smaller more manageable pieces and steps Answered: Camilla Brown on December 3, 2022 Anybody who runs business, managers projects, looking to build no-code solutions with databases to solve problems, and even organize your personal and household tasks! Answered: Phillip Smith on December 3, 2022 Any business looking to improve their internal communication, task creation and tracking, and consolidate digital tools. Answered: Matthew Regenie on December 4, 2022 An individual contributor. Answered: Michelle Andolfo on December 2, 2022 Project managers Answered: Joel Wiebner on December 2, 2022 Small and midsize business owners who want to stay organized. Answered: Lana Sanderson on December 2, 2022 I personally have used it while working with a post-secondary school, real estate agents, small businesses, and ministries. Answered: Debbie Douglas on December 2, 2022 Marketing managers, accountants, social media reps Answered: Abtin Pazooki on December 2, 2022 Everyone. Answered: Avi Covrigaru on December 2, 2022 Graphic designers, event managers, content creators, supervisors, educators, sales, project managers... Answered: Anna Shelton on December 2, 2022 ClickUp is used by a wide range of people and organizations, from individuals to large companies. Answered: Priyanshu Jha on May 1, 2026 [See more answers (13)](javascript:void(0);) [Your answer](/discussions/who-uses-clickup/comments/new?remote=true) 0 Question on: ClickUp [Is ClickUp really free?](/discussions/is-clickup-really-free) Is ClickUp really free? well yes it is free with basic features. like you can create multiple workplaces but while using free version you can create maximum 5 space per workplace Answered: Shreya Zade. on January 4, 2024 ClickUp provides many features for free. However, some features have a recall limit and these features are essential for serious use. If you are considering Click-Up, I recommend trying out the free Click-Up plan and making your decision. The productivity of ClickUp is very reasonable compared to the subscription cost. Answered: KangKyu Lee on August 22, 2022 Its free to get started with the basic features. The non basic features are limited based on usage. Answered: Jasper Ruban on August 22, 2022 Yes, but with limited features Answered: Ronak Surti on August 30, 2022 no no free time reports... Answered: Alex Shalkin on August 19, 2022 Yes. There are also paid plans, but the free plan is excellent. Answered: DJ Crowley on August 19, 2022 Yes. Clickup is free however if you want to be able to take advantage of some features you will need to pay. Answered: Michelle Andolfo on August 19, 2022 Yes, ClickUp is always free depending on your plan. Answered: Adrienne McCue on August 19, 2022 Yes, most of the functionality does not require a paid upgrade. It is only when it comes to custom fields and number of reports that you start feeling the limitations Answered: Luiz Duarte on August 19, 2022 Yes there is a free version. Answered: Dan Jenner on August 19, 2022 Yes, It's basicaly Free. If u want to Upgrade Plan As per your Requirement, U may go for it. Answered: Bibhudatta Dehury on January 21, 2026 It's free withblimited features, for a proper organization you may have to purchase its plans and per user seats. Answered: Murtaza Naqvi on May 6, 2026 [See more answers (11)](javascript:void(0);) [Your answer](/discussions/is-clickup-really-free/comments/new?remote=true) - [‹ Prev‹ Prev](/categories/crm/resources) - [1](/categories/crm/resources) - 2 - [3](/categories/crm/resources?discussions_page=3) - [4](/categories/crm/resources?discussions_page=4) - [5](/categories/crm/resources?discussions_page=5) - [6](/categories/crm/resources?discussions_page=6) - … - [285](/categories/crm/resources?discussions_page=285) - [286](/categories/crm/resources?discussions_page=286) - [Next ›Next ›](/categories/crm/resources?discussions_page=3) ## CRM Software Reports Mid-Market Grid® Report for CRM Summer 2026 G2 Report: Grid® Report Grid® Report for CRM Summer 2026 G2 Report: Grid® Report Enterprise Grid® Report for CRM Summer 2026 G2 Report: Grid® Report Momentum Grid® Report for CRM Summer 2026 G2 Report: Momentum Grid® Report Small-Business Grid® Report for CRM Summer 2026 G2 Report: Grid® Report Enterprise Grid® Report for CRM Spring 2026 G2 Report: Grid® Report Small-Business Grid® Report for CRM Spring 2026 G2 Report: Grid® Report Mid-Market Grid® Report for CRM Spring 2026 G2 Report: Grid® Report Grid® Report for CRM Spring 2026 G2 Report: Grid® Report Momentum Grid® Report for CRM Spring 2026 G2 Report: Momentum Grid® Report