ClickUp as a Private Equity CRM in 2026: Terrible Idea or Practical Workhorse? A Real-World Case Study

https://www.bookmark-step.win/how-private-equity-firms-lose-50k-500k-a-year-by-ignoring-relationship-intelligence-and-automated-activity-capture

How a Mid-Sized PE Firm Tested ClickUp as Its CRM: Background on Praxis Capital Praxis Capital is a growth-stage private equity firm managing $1.2 billion in assets across 45 portfolio companies