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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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.
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
10
sources
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
10
sources
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
10
sources
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
10
sources
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
10
sources
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
10
sources
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.
Browse all features
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
₹9600 per user/yearStandard
All the essentials:
* Mass emailSend mass emails & automate follow-up sequences.
* Custom modulesBuild custom data modules with unique layouts for each team.
* WorkflowsHelp your sales team focus on sales by automating their day-to-day activities with workflows.
* CadencesAutomate multichannel lead follow-up sequences.
* Sales forecastingSet your team on the path to long-term success with achievable goals and keep track of how your business performance compares to revenue goals.
* Lookup fieldsLink related modules through unique fields.
* CanvasBuild personalized CRM experiences for your employees based on the needs of the team and your industry.
* Office 365 integration
* Zoho Marketplace900+ easy plug-and-play third-party CRM extensions.
₹16800 per user/yearProfessional
Everything in Standard +
* BlueprintEffectively scale your sales process by building a step-by-step blueprint to guide your sales reps at every stage.
* CPQMatch products to customer requirements and streamline quote management with built-in price rules.
* SalesSignalsInteract with customers in real-time with activity notifications across the customer journey.
* Inventory managementManage all your invoices, sales and purchase orders, products, and vendors.
* WebhooksSend data to other applications based on certain event triggers.
* Assignment rulesAutomatically send incoming leads and opportunities directly to the appropriate sales reps.
* Validation rulesKeep your CRM data clean by curbing bad data with automatic validation.
* Kiosk StudioA no-code customization tool that helps you create custom screens and record actions, execute custom functions, and more.
* Google Ads integrationMeasure and improve the performance of your Google Ads with the CRM for Google Ads integration.
₹28800 per user/yearEnterprise
Everything in Professional +
* Zia — AI assistantDeep AI capabilities which include sales forecasting, churn prediction, anomaly detection, product recommendations, competitor alerts, and more.
* Territory managementAssign relevant leads, customers, and accounts to your sales reps based on factors like product line, geography, verticals, and more.
* Custom functionsBuild low-code workflows that automate your enterprise operations across all different apps in your tech stack.
* Journey orchestrationBuild, manage, and improve end-to-end customer journeys while delivering personalized experiences.
* Multi-user portalsMake collaboration with customers, partners, and vendors easier—use portals to grant access to relevant information in your CRM.
* Page layoutsStreamline data capture for different processes under different layouts in the same module.
* Client scriptsTrigger client-side custom events based on UI interactions.
* Approval processGet important records approved by the right people to ensure accountability.
* SandboxGive your developers the freedom to test every customization in a secure sandbox before applying them to your production account.
₹31200 per user/yearUltimate
Everything in Enterprise +
* Enhanced feature limits
* Extended AI capabilitiesUnlock deeper-level AI and machine learning capabilities for greater productivity and sales enablement.
* Advanced customizationBuild personalized and powerful customizations from a wide range of low-code and no-code tools.
* Data preparationMerge and segregate similar datasets into single tables for easier analysis and reporting.
* Augmented analyticsAuto-generate reports and dashboards, and categorize unorganized data sets into meaningful silos.
* Data storytellingCraft compelling stories with colorful infographics, AI report summarization, and portal sharing.
* Unified business insightsGet a 360-degree view of your business performance with deeper data visualization and intelligence.
* Advanced administrationHandle large volumes of data with higher-level data storage and easy data import, export, and backup options.
FreeFree Edition
With three free users and essentials like leads, documents and mobile apps, it’s a perfect fit for your home business.
ClickUp offers a free plan and paid plans. Contact sales for enterprise pricing.
Plans
FreeFree Forever
100MB Storage, Unlimited Tasks, Unlimited Free Plan Members, Two-Factor Authentication, Collaborative Docs, Whiteboards, Everything View, Kanban Boards, Sprint Management, Calendar View, Custom Field Manager Basic, In-App Video Recording, 24/7 Support, 1 Form
$7 per user/monthUnlimited
Everything in Free Forever plus: Unlimited Storage, Unlimited Integrations, Unlimited Dashboards, Guests with Permissions, Unlimited Gantt Charts, Unlimited Custom Fields, Unlimited Chat Messages, Column Calculations, Email in ClickUp, Teams (User Groups), Native Time Tracking, Goals & Portfolios, Form View, Resource Management, Agile Reporting, AI Compatible
$12 per user/monthBusiness
Everything in Unlimited, plus: Google SSO, Unlimited Teams, Custom Exporting, Advanced Automations, Advanced Dashboard Features, Advanced Time Tracking, Granular Time Estimates, Timesheets, Workload Management, Timelines & Mind Maps, Goal Folders, Unlimited Message History, Unlimited Whiteboards, Unlimited Timeline views, SMS 2-Factor Authentication
CustomEnterprise
Everything in Business, plus: White Labeling, Advanced Permissions, Conditional Logic in Forms, Enterprise API, Unlimited Custom Roles, Team Sharing for Spaces, Default Personal Views, Unlimited Posts, MSA & HIPAA Available, Single Sign-On (SSO), SCIM provisioning, Custom Capacity in Workload, Live Onboarding Training, Customer Success Manager, Access to Managed Services, US, EU & APAC Data Residency, Advanced Public Sharing
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.
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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