ClickUp is an all-in-one productivity platform that lets real-estate teams plan, track, and communicate in one place. Its flexible hierarchy (Spaces, Folders, Lists, Tasks) mirrors the way agencies organise regions, campaigns, and individual listings. Drag-and-drop views, real-time chat, collaborative Docs, and built-in automations mean fewer apps and fewer errors. The latest 3.0 update delivers a cleaner interface, lightning-fast search, and custom task types tailored to any workflow.

ClickUp Brain, the new AI sidekick, instantly drafts emails, summarises conversations, and surfaces property details on request. For busy agents juggling listings, leads, and settlements, ClickUp keeps everything visible, connected, and on schedule.

Key Features

• Unified Workspace: Manage tasks, Docs, conversations, and dashboards in one hub, eliminating app-switching and keeping teams focused.

• AI Power—ClickUp Brain: Drafts emails, summarises meetings, answers questions, and automates data entry, saving hours each week.

• Custom Views: Switch between List, Board, Calendar, Map, or Timeline to visualise pipelines, inspection schedules, and critical dates.

• Automations & Integrations: Trigger emails, create tasks, or update CRM fields automatically; connect to Gmail, Zapier, REA, and more.

• Templates & Goals: Pre-built real-estate templates and goal tracking help offices standardise processes, monitor KPIs, and celebrate wins.

• Mobile App: Manage tasks anywhere—perfect for showings and site visits.

Use Cases

• Listing Pipeline: Track every property from appraisal to settlement, assign tasks, store photos, and automate reminders for key dates easily.

• Open Home Coordination: Schedule inspections, share checklists with team, capture visitor feedback on mobile, and instantly notify owners of results.

• Marketing Production: Centralise copywriting, design, approvals, and publishing across portals, social, and print so branding stays consistent for every campaign.

• Buyer Nurture: Build automations that create follow-up tasks when leads register, ensuring no enquiry slips through the cracks at all.

• Team Onboarding: Use ClickUp Docs and templates to train new agents, track progress, and certify mastery without endless email chains.

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