Products
Templates & integrations
built by the experts
Pre-built ClickUp systems from the team behind 3,100+ client implementations. Drop them into your workspace and start using them today.
ClickUp CRM Template
A complete CRM system inside ClickUp. Track deals, companies, and contacts. Manage your sales pipeline and hand off smoothly to delivery - 14 custom fields, 14 views, and 24 setup components ready to go.
Agency Client Health Tracker
Centralize client account info and relationship management. 7 unique views, 14 custom fields, NPS tracking, and service delivery monitoring. Know which clients need attention before they churn.
ClickUp Goal Tracker
Track goals, OKRs, and KPIs inside ClickUp. 9 views, 5 custom fields, and a S.M.A.R.T goal planner included. Align your team around what matters.
Contractor Management System
Get full visibility into contractor assignments, availability, and performance. Manage onboarding, SOWs, and deliverables in one place.
QuickBooks + ClickUp Integration
Sync invoices from QuickBooks Online into ClickUp automatically. Real-time invoice data alongside your project data for true profitability visibility. Requires Make.com account.
Xero + ClickUp Integration
Connect Xero to ClickUp and pull invoice data into your workspace. Track revenue against project costs without switching tools. Requires Make.com account.
Slack + ClickUp Automation
Custom automation setup by a ZenPilot specialist. Create tasks from Slack messages with emoji reactions, route requests, and keep conversations connected to the work.
Full-service solutions
ClickUp Install
200+ templates, custom automations, dashboards, and live team training. Your entire workspace built and ready to go.
Learn moreProfitability Reporting
Custom dashboards showing client and project profitability, team utilization, and capacity - powered by your ClickUp data.
Starting at $500/moAccelerator
Our battle-tested workspace install, training library, and community support. Everything you need to implement ClickUp yourself.
Learn moreNeed a custom setup?
Templates are a great start - but nothing beats a workspace designed specifically for your team.