Zoho CRM vs ClickUp

by Gralio Feb 09, 2025

Zoho CRM and ClickUp are both valuable tools, but cater to different needs. Zoho CRM excels in sales-focused features and integration with the Zoho suite, offering a cost-effective solution for businesses prioritizing sales management. ClickUp provides a broader platform for project management and team collaboration, offering more flexibility and customizability, but potentially at a higher learning curve and cost.

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This comparison was created by analysing 7561 reviews and 60 websites, saving 1 day, 18 hours, 30 minutes of reading.

About

Zoho CRM is a cloud-based customer relationship management tool designed for mid-sized to large businesses. It provides a central hub to manage contacts, sales pipelines, marketing campaigns, customer support, and more. It offers workflow automation, reporting and analytics, and integrates with many other business applications. Its focus on comprehensive features and integration makes it suitable for businesses seeking to streamline operations and improve customer interactions within a single system.
ClickUp is a comprehensive work management platform designed to consolidate various work processes into one centralized location. It offers a wide array of features including task management, project planning, document collaboration, communication tools, goal setting, and automation options. ClickUp aims to enhance team collaboration, improve visibility across projects, and streamline workflows for increased productivity regardless of team size or industry.

Summary

Main difference
Zoho CRM is a strong, affordable choice for businesses prioritizing sales automation and integration within the Zoho ecosystem. ClickUp offers a more flexible and customizable platform suitable for managing diverse projects and workflows beyond sales, but may require more setup.

Relative strengths of Zoho CRM (compared to ClickUp)

  • Strong sales automation features.

  • Seamless integration with other Zoho products.

  • Cost-effective for small to medium businesses.

Relative weaknesses of Zoho CRM (compared to ClickUp)

  • Less flexible customization compared to ClickUp.

  • Can have data duplication issues.

  • Customer support is less favorably reviewed compared to ClickUp.

Who is using Zoho CRM and ClickUp?

Who should use Zoho CRM VS. ClickUp

Zoho CRM is a cloud-based solution ideal for businesses aiming to enhance customer relationships and streamline operations. Users praise its clean interface, integrations, and customization options. However, some have noted issues with data duplication and customer support. Its affordability makes it particularly attractive to small and medium-sized businesses.

ClickUp is a versatile project management solution ideal for teams seeking an all-in-one platform. Users praise its customizable features, clean interface, and robust task management capabilities. However, some find the extensive features overwhelming and experience occasional glitches. It's best for teams who need a powerful tool to centralize their work and streamline collaboration.

  • Ideal for small, medium, and large businesses seeking streamlined operations and improved customer interactions.

  • Suitable for various sectors, including Healthcare, Finance, Retail, and Technology.

  • Best for small, medium, and large businesses.

  • Suitable for various industries, including E-commerce, Retail, Healthcare, Finance, and more.

Zoho CRM and ClickUp features

Supported
Partially supported
Not supported
Type in the name of the feature or in your own words tell us what you need

  • Task Management
    Supported

    Zoho CRM supports creating, assigning, setting due dates, and tracking tasks.

    Supported

    ClickUp fully supports task management, including assigning tasks, setting due dates, and tracking progress.

  • Multiple Project Views
    Partially supported

    Zoho CRM supports list and custom views, but not board, Gantt, or calendar views.

    Supported

    ClickUp supports multiple project views like list, board, Gantt, calendar, and custom views.

  • Real-Time Team Communication
    Supported

    Zoho CRM supports real-time communication via chat, file sharing, and informal messaging.

    Supported

    ClickUp offers real-time chat, comments, mentions, and file sharing for team communication.

  • App Integrations
    Supported

    Zoho CRM integrates with many apps via its Connected Apps feature and Zapier.

    Supported

    ClickUp integrates with numerous apps via native integrations, Zapier, and other third-party apps.

  • Task management
    Supported

    Zoho CRM supports creating and assigning tasks. It offers features to manage tasks, set reminders, and track progress. It also integrates with Zoho Projects for enhanced task management and allows third-party extensions for task automation.

    Supported

    ClickUp supports the ability to create and assign tasks to team members.

  • Project management integrations
    Supported

    Zoho CRM integrates with Jira, Trello and Asana.

    Partially supported

    ClickUp does not natively integrate with tools like Jira, Trello, or Asana, but it could be achieved through third-party services or custom API integrations.

Qualities

  • Value and Pricing Transparency
    -0.07
    Neutral sentiment
    +0.1
    Neutral sentiment
  • Customer Service
    -0.16
    Neutral sentiment
    +0.26
    Neutral sentiment
  • Ease of Use
    +0.58
    Rather positive sentiment
    +0.7
    Strongly positive sentiment
  • Reliability and Performance
    -0.03
    Neutral sentiment
    +0.34
    Rather positive sentiment
  • Ease of Implementation
    -0.12
    Neutral sentiment
    -0.09
    Neutral sentiment
  • Scalability
    -0.5
    Rather negative sentiment
    +0.59
    Rather positive sentiment

Zoho CRM and ClickUp Pricing

Local taxes (VAT, GST, etc.) will be charged in addition to the prices mentioned.
Plans

User sentiment

Neutral
-0.07

See full Pricing page

ClickUp offers a free plan and paid plans. Contact sales for enterprise pricing.
Plans

User sentiment

Neutral
+0.1

See full Pricing page

Zoho CRM and ClickUp review insights

7499 reviews analysed from and

Users love

  • Clean and user-friendly interface.
  • Easy integration with other Zoho products.
  • Highly customizable to specific business needs.
  • Affordable pricing, especially for small to medium businesses.
  • Highly customizable and adaptable to various workflows.
  • User-friendly interface praised for its clean design.
  • Effective for team collaboration and communication.
  • Robust task management features with multiple views.

Users dislike

  • Duplication issues: Several users complain about duplicate data entries and leads.
  • Customer support is slow and unhelpful.
  • Steep learning curve and complex navigation.
  • Mobile app lacks functionality and feels like a stripped-down version.
  • Occasional glitches and bugs can disrupt workflow.
  • Mobile app can be glitchy and less intuitive than the desktop version.
  • Advanced features, like custom workflows, can be complex to set up.
  • The abundance of features can be overwhelming for new users.

Zoho CRM and ClickUp Ratings

  • G2
    4.1/5
    (2511)
  • G2
    4.7/5
    (2590)
  • Capterra
    4.6/5
    (2460)
  • Glassdoor
    3.7/5
    (393)

Company health

Employee growth

22% increase in the last year
14% increase in the last year

Web traffic

3% decrease in the last quarter
1% decrease in the last quarter

Financing

No data
July 2021 - $538M

How do Zoho CRM and ClickUp compare in managing sales pipelines specifically?

Zoho CRM is purpose-built for sales pipeline management with features like lead management, sales automation, and account management. ClickUp, while a versatile project management tool, can be adapted for sales pipelines but lacks the specialized sales-centric features of Zoho CRM. For dedicated pipeline management, Zoho CRM offers a more streamlined and focused approach. ClickUp's strength lies in broader project management, making it potentially suitable if sales pipeline management is a smaller component of a larger project management need.

Which product offers better integration with existing marketing automation tools?

Zoho CRM offers better integration with existing marketing automation tools. While ClickUp is a versatile platform, Zoho CRM is specifically designed for CRM and marketing purposes and boasts a wider array of pre-built integrations with popular marketing automation platforms. This makes it easier to connect with existing tools and streamline marketing workflows.

What are the advantages of Zoho CRM?

Zoho CRM's advantages include a clean user interface, tight integration with other Zoho products, extensive customization options, and competitive pricing, making it particularly attractive to small and medium-sized businesses. It offers a central hub for managing various customer-related activities, from sales and marketing to support, streamlining operations within a single system.

What are the disadvantages of Zoho CRM?

Zoho CRM suffers from reported issues with duplicate data entries and leads, potentially leading to inaccurate reporting and wasted effort. Users also cite slow and unhelpful customer support, which can be frustrating when encountering technical difficulties or needing assistance. Additionally, some find the platform has a steep learning curve and complex navigation, making it less accessible for new users or those less tech-savvy. Finally, the mobile app is often criticized for its limited functionality compared to the desktop version.

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Page co-authored by
MK
Michal Kaczor
CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

TT
Tymon Terlikiewicz
CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.

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