The operating layerfor ClickUp agencies.
ClickDown Tools adds CRM, client portals, and published docs on top of the ClickUp your team already runs — so clients never need a seat.
- CRM
- Pipeline, companies, contacts, activities
- Clients
- Delivery accounts, pages, permissions
- Docs
- Published docs and share-ready sites
Your work is in ClickUp. Your clients aren’t.
ClickUp runs the work — but it was never built to win it, deliver it to clients, or publish it. ClickDown Tools is the layer that adds those on top of the ClickUp you already run, so you never hand a client a ClickUp seat.
On ClickUp alone
- No CRM — your pipeline and relationships live in spreadsheets
- No safe way to show clients their work without a ClickUp seat
- Docs are trapped in ClickUp, not shareable as a polished site
With ClickDown Tools on top
- CRM & pipeline — your team's companies, contacts, and deals — no more spreadsheets
- Client portals — clients see only the lists you choose — no ClickUp login
- Published doc sites — a clean public URL, backed by your ClickUp doc
A pipeline that kicks off delivery.
Track deals from lead to won across companies, contacts, and activities — then provision the client workspace the moment a deal closes. Your team only; clients never see it.
Lead
Proposal
Won
Give clients exactly the access you choose.
Attach ClickUp lists and folders, set per-page permissions, and issue a portal link. Clients see their work — and nothing else — with no ClickUp seat.
Portal permissions
Publish ClickUp-backed docs as share-ready sites.
Turn a ClickUp doc into a clean public site with its own link, without turning your product into a docs tool.
Published doc
PublishedCampaign Playbook
A share-ready site backed by your ClickUp doc.
Every touchpoint, on the record.
Calls, emails, and meetings logged against the right company and deal, so the whole team sees the same history.
Run your agency from one workspace.
CRM, client delivery, published docs, and portal access — on top of the ClickUp you already use.