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Zoho CRM vs ClickUp Comparison (2026)
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4.4
HubSpot CRM
4.5
Bigin by Zoho CRM
4.7
Good recommendations?
Overview
Zoho CRM records all contact, lead & account data. It also lets you assign tasks, automate workflows & marketing, track revenue & send communications.
Many times comments require an action. That’s why ClickUp created Assigned Comments — create action items instantly and assign to others or yourself. Easily resolve or reassign comments directly in the comment itself. No searching, no confusion, no more lost comments.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
4.3
7K
5
4
3
2
1
3.5K
2.3K
781
172
84
- Value for money
- Ease of use
- Features
- Customer support
68%
would recommend this app4.6
4.6K
5
4
3
2
1
3.2K
1.1K
172
28
25
- Value for money
- Ease of use
- Features
- Customer support
84%
would recommend this appPros
“We use it for new leads, tracking stages of leads and bookings, contact details, tasks, sending emails and more.”
SM
Sherry M.
Executive Manager
“I especially valued its high level of customization and seamless integration with other Zoho applications, which made it possible to tailor the system to specific business needs.”
RS
Radha S.
Legal Assistant
“It allowed me to tailor workflows, fields, and modules to match specific business processes rather than forcing us to adapt to the software.”
RS
Radha S.
Legal Assistant
Pros
“The native docs, custom statuses, and robust automation engine have significantly reduced our reliance on secondary tools, effectively creating a single source of truth for our operations.”
SL
Sai L.
Software Engineer
“ClickUp offers a wide range of features in one platform, including task management, time tracking, docs, and goal setting.”
MARWA B.
Designer
“Workflow visualization tools including Kanban boards, gantt charts and calendar views help us map sales activities, manage marketing campaigns , monitor deadlines and keep priorities visible to the team.”
AN
Annah N.
Business Analyst
Cons
“It is a bit difficult while integrating with the previous crm as there are few gaps and not able to capture the few details same as the previous crm”
sc
suba c.
Customer Success Executive
“Certain automation workflows are overly cumbersome to build, particularly when including multiple conditions and actions.”
AD
Alexandre D.
Secretary General
“Heavy customization or integration with other Zoho/third party applications can be difficult and time consuming to implement , making complex workflows difficult to recreate for initial config.”
Ben W.
Project Analyst
Cons
“Some features and update requests take months to be implemented by their development team, and sometimes, upvoted features are never considered.”
EC
Erica C.
VP of Creative
- Vendor responds to reviews
- Last review5 days ago
- Vendor responds to reviews
- Last review6 days ago
Key features
- Total features180
- @mentions
- A/B Testing
- AI Copilot
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Action Item Tracking
- Action Management
- Activity Dashboard
- Activity Tracking
- Activity/News Feed
- Agile Methodologies
- Alerts/Escalation
- Alerts/Notifications
- Application Management
- Appointment Management
- Appointment Scheduling
- Approval Process Control
- Approval Workflow
- Archiving & Retention
- Asset Lifecycle Management
- Assignment Management
- Audit Trail
- Automated Routing
- Automated Scheduling
- Automatic Time Capture
- Backlog Management
- Bar Chart
- Billable & Non-Billable Hours
- Billing & Invoicing
- Brainstorming
- Budget Management
- Budgeting/Forecasting
- Bug Tracking
- Bug/Issue Capture
- Business Card/Badge Scanning
- Business Process Automation
- Business Process Control
- Buyer Management
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Management
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Segmentation
- Capacity Management
- Case Notes
- Change Management
- Channel Management
- Chat/Messaging
- Chatbot
- Churn Management
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Code Repository Integration
- Collaboration Tools
- Color Codes/Icons
- Commenting/Notes
- Communication Management
- Compliance Management
- Conferencing
- Configurable Workflow
- Contact Database
- Contact Management
- Content Creation
- Content Library
- Content Management
- Contract/License Management
- Conversion Tracking
- Correlation Analysis
- Cost Tracking
- Cost-to-Completion Tracking
- Customer Activity Tracking
- Customer Database
- Customer Engagement
- Customer Experience Management
- Customer History
- Customer Journey Mapping
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customer Surveys
- Customizable Branding
- Customizable CTAs
- Customizable Dashboard
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Daily Reports
- Dashboard
- Dashboard Creation
- Data Entry
- Data Import/Export
- Data Security
- Data Synchronization
- Data Visualization
- Database Creation
- Deadline Management
- Deal Management
- Decision Support
- Deliverables Management
- Dependency Tracking
- Design Management
- Discussions/Forums
- Display Ad Management
- Document Management
- Document Review
- Document Storage
- Donor Management
- Drag & Drop
- Drip Campaigns
- Due Date Tracking
- Electronic Signature
- Email Alerts
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Email-to-Task Conversion
- Employee Activity Monitoring
- Employee Database
- Employee Management
- Employee Scheduling
- Engagement Tracking
- Estimating
- Event Triggered Actions
- Exception Reporting
- Expense Tracking
- Feedback Management
- Field Sales Management
- File Management
- File Sharing
- File Transfer
- Financial Management
- For AEC Industry
- For Creative Agencies
- For Developers
- For Financial Institutions
- For Healthcare
- For IT Project Management
- For Insurance Industry
- For Mac Devices
- For Nonprofits
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Forms Automation
- Forms Management
- Gamification
- Gantt/Timeline View
- Generative AI
- Goal Management
- Goal Setting/Tracking
- Graphical Data Presentation
- Graphical Workflow Editor
- Guest Access
- HR Management
- Help Desk Management
- Idea Management
- Idea Ranking
- Ideation
- Incentive Management
- Innovation Management
- Interaction Tracking
- Internal Chat Integration
- Issue Auditing
- Issue Management
- Issue Scheduling
- Issue Tracking
- Iteration Management
- KPI Monitoring
- Kanban Board
- Knowledge Base Management
- Knowledge Management
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Live Chat
- Loyalty Program
- Marketing Automation
- Marketing Calendar
- Markup Tools
- Media Planning
- Meeting Management
- Messaging
- Milestone Tracking
- Mind Maps
- Mobile Access
- Mobile App
- Modeling & Simulation
- Monitoring
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Channel Marketing
- Multi-Currency
- Multi-Department/Project
- Multi-Language
- Multi-board
- Multiple Billing Rates
- Multiple Projects
- Multivariate Testing
- Negative Feedback Management
- No-Code
- Notes Management
- Office Suite
- Offline Time Tracking
- Onboarding
- Online Time Tracking
- Opportunity Management
- Overtime Calculation
- Percent-Complete Tracking
- Performance Management
- Performance Metrics
- Performance Review Management
- Personalization
- Pipeline Management
- Pipeline Reports
- Portfolio Management
- Predictive Analytics
- Presentation Tools
- Prioritization
- Process Modeling & Designing
- Product Catalog
- Product Data Management
- Product Lifecycle Management
- Product Roadmapping
- Productivity Analysis
- Progress Reports
- Progress Tracking
- Project Management
- Project Planning
- Project Planning/Scheduling
- Project Scheduling
- Project Templates
- Project Time Tracking
- Project Tracking
- Project Workflow
- Projections
- Proposal Generation
- Prospecting Tools
- Quota Planning
- Quotes/Estimates
- ROI Tracking
- Real Time Editing
- Real-Time Analytics
- Real-Time Chat
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Recurring Issues
- Recurring Tasks
- Referral Tracking
- Relationship Tracking
- Release Management
- Reminders
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- Rewards Management
- Role-Based Permissions
- Sales Activity Management
- Sales Analytics
- Sales Approval
- Sales Automation
- Sales Forecasting
- Sales Pipeline Management
- Sales Planning
- Sales Reports
- Sales Trend Analysis
- Scheduling
- eCommerce Management
- Total features180
- @mentions
- A/B Testing
- AI Copilot
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Action Item Tracking
- Action Management
- Activity Dashboard
- Activity Tracking
- Activity/News Feed
- Agile Methodologies
- Alerts/Escalation
- Alerts/Notifications
- Application Management
- Appointment Management
- Appointment Scheduling
- Approval Process Control
- Approval Workflow
- Archiving & Retention
- Asset Lifecycle Management
- Assignment Management
- Audit Trail
- Automated Routing
- Automated Scheduling
- Automatic Time Capture
- Backlog Management
- Bar Chart
- Billable & Non-Billable Hours
- Billing & Invoicing
- Brainstorming
- Budget Management
- Budgeting/Forecasting
- Bug Tracking
- Bug/Issue Capture
- Business Card/Badge Scanning
- Business Process Automation
- Business Process Control
- Buyer Management
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Management
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Segmentation
- Capacity Management
- Case Notes
- Change Management
- Channel Management
- Chat/Messaging
- Chatbot
- Churn Management
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Code Repository Integration
- Collaboration Tools
- Color Codes/Icons
- Commenting/Notes
- Communication Management
- Compliance Management
- Conferencing
- Configurable Workflow
- Contact Database
- Contact Management
- Content Creation
- Content Library
- Content Management
- Contract/License Management
- Conversion Tracking
- Correlation Analysis
- Cost Tracking
- Cost-to-Completion Tracking
- Customer Activity Tracking
- Customer Database
- Customer Engagement
- Customer Experience Management
- Customer History
- Customer Journey Mapping
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customer Surveys
- Customizable Branding
- Customizable CTAs
- Customizable Dashboard
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Daily Reports
- Dashboard
- Dashboard Creation
- Data Entry
- Data Import/Export
- Data Security
- Data Synchronization
- Data Visualization
- Database Creation
- Deadline Management
- Deal Management
- Decision Support
- Deliverables Management
- Dependency Tracking
- Design Management
- Discussions/Forums
- Display Ad Management
- Document Management
- Document Review
- Document Storage
- Donor Management
- Drag & Drop
- Drip Campaigns
- Due Date Tracking
- Electronic Signature
- Email Alerts
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Email-to-Task Conversion
- Employee Activity Monitoring
- Employee Database
- Employee Management
- Employee Scheduling
- Engagement Tracking
- Estimating
- Event Triggered Actions
- Exception Reporting
- Expense Tracking
- Feedback Management
- Field Sales Management
- File Management
- File Sharing
- File Transfer
- Financial Management
- For AEC Industry
- For Creative Agencies
- For Developers
- For Financial Institutions
- For Healthcare
- For IT Project Management
- For Insurance Industry
- For Mac Devices
- For Nonprofits
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Forms Automation
- Forms Management
- Gamification
- Gantt/Timeline View
- Generative AI
- Goal Management
- Goal Setting/Tracking
- Graphical Data Presentation
- Graphical Workflow Editor
- Guest Access
- HR Management
- Help Desk Management
- Idea Management
- Idea Ranking
- Ideation
- Incentive Management
- Innovation Management
- Interaction Tracking
- Internal Chat Integration
- Issue Auditing
- Issue Management
- Issue Scheduling
- Issue Tracking
- Iteration Management
- KPI Monitoring
- Kanban Board
- Knowledge Base Management
- Knowledge Management
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Live Chat
- Loyalty Program
- Marketing Automation
- Marketing Calendar
- Markup Tools
- Media Planning
- Meeting Management
- Messaging
- Milestone Tracking
- Mind Maps
- Mobile Access
- Mobile App
- Modeling & Simulation
- Monitoring
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Channel Marketing
- Multi-Currency
- Multi-Department/Project
- Multi-Language
- Multi-board
- Multiple Billing Rates
- Multiple Projects
- Multivariate Testing
- Negative Feedback Management
- No-Code
- Notes Management
- Office Suite
- Offline Time Tracking
- Onboarding
- Online Time Tracking
- Opportunity Management
- Overtime Calculation
- Percent-Complete Tracking
- Performance Management
- Performance Metrics
- Performance Review Management
- Personalization
- Pipeline Management
- Pipeline Reports
- Portfolio Management
- Predictive Analytics
- Presentation Tools
- Prioritization
- Process Modeling & Designing
- Product Catalog
- Product Data Management
- Product Lifecycle Management
- Product Roadmapping
- Productivity Analysis
- Progress Reports
- Progress Tracking
- Project Management
- Project Planning
- Project Planning/Scheduling
- Project Scheduling
- Project Templates
- Project Time Tracking
- Project Tracking
- Project Workflow
- Projections
- Proposal Generation
- Prospecting Tools
- Quota Planning
- Quotes/Estimates
- ROI Tracking
- Real Time Editing
- Real-Time Analytics
- Real-Time Chat
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Recurring Issues
- Recurring Tasks
- Referral Tracking
- Relationship Tracking
- Release Management
- Reminders
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- Rewards Management
- Role-Based Permissions
- Sales Activity Management
- Sales Analytics
- Sales Approval
- Sales Automation
- Sales Forecasting
- Sales Pipeline Management
- Sales Planning
- Sales Reports
- Sales Trend Analysis
- Scheduling
- eCommerce Management
Integrations
- Total integrations67
- AWS Lambda
- Acquia PIM
- ActiveCampaign
- Acuity Scheduling
- Airtable
- Apollo.io
- Asana
- Avaya Experience Platform
- Azure DevOps Server
- Basecamp
- Bedrock Data
- Bitbucket
- Boomerang for Gmail
- Box
- Brevo
- Browse AI
- BugHerd
- Calendly
- ChatGPT
- Chrome Enterprise
- CiviCRM
- Claude
- Claude Code
- Clockify
- Confluence
- ConnectWise PSA
- Cursor
- Cvent Event Management
- Datto RMM
- Delphi AI
- Discord
- Docusign
- Dropbox
- Dropbox Paper
- Dropbox Sign
- Dubsado
- Dynamics 365 Sales
- EBMS
- Eventbrite
- Everhour
- Evernote
- Figma
- Fin
- Fireflies
- Frame.io
- Freshdesk
- Front
- GetResponse
- Git
- GitLab
- Glean
- Gmail
- GoDaddy Website Builder
- GoTo Meeting
- Google Ads
- Google Analytics 360
- Google Authenticator
- Google Calendar
- Google Calendar Extension
- Google Cloud Storage
- Google Docs
- Google Drive
- Google Translate
- Google Workspace
- Grain
- Harvest
- HighLevel
- Hiver in Gmail
- HubSpot CRM
- HubSpot Content Hub
- HubSpot Marketing Hub
- HubSpot Sales Hub
- HubSpot Service Hub
- Hubstaff
- Intuit Mailchimp Email Marketing
- InvGate Service Management
- JIRA Service Management
- Jira
- JobBOSS²
- Jotform
- KanbanBOX
- KanbanFlow
- KingAsterisk Contact Center Software
- Kixie PowerCall & SMS
- Klenty
- Knowlarity
- Leadfeeder
- Leapsome
- Linear
- LinkedIn for Business
- Localo
- Looker
- Loomly
- Lovable
- MasterControl Quality Excellence
- Memtime
- Meta for Business
- Microsoft 365
- Microsoft Entra ID
- Microsoft Excel
- Microsoft OneNote
- Microsoft Outlook
- Microsoft Planner
- Microsoft Power BI
- Microsoft Project Server Subscription Edition
- Microsoft SQL Server
- Microsoft SharePoint
- Microsoft Teams
- Mintigo
- Miro
- Missive
- Mobiniti
- NetSuite
- Notion
- Okta
- Operations Hub
- PageProof
- PandaDoc
- PayPal
- Phenom Applied AI
- Pipedream
- Pipedrive
- Pitch
- ProBackup
- Proposify
- Proton Drive
- QUO
- QuickBooks Online
- QuickBooks Online Advanced
- QuickBooks Time
- QuoteWerks
- Quoter
- Read AI
- Retool
- RingCX
- RingEX
- SMS-Magic
- Saasu
- Salsify
- Screen Recorder
- Secureframe
- Semrush
- Shopify
- SimplyCast
- Skyvia
- Slack
- Squarespace
- Subsplash
- SugarCRM Google Calendar
- Sunsama
- SurveyMonkey
- Time Champ
- Time Doctor
- Toggl
- Trello
- Twilio
- Twitter/X
- Typeform
- Userback
- Visio
- Visual Studio Code
- WeCP
- WooCommerce
- WordPress
- Xero
- Zapier
- Zendesk AI
- Zendesk Suite
- Ziflow
- Zite
- Zoho Analytics
- Zoho Assist
- Zoho Billing
- Zoho Books
- Zoho CRM
- Zoho Calendar
- Zoho Campaigns
- Zoho Cliq
- Zoho Creator
- Zoho Desk
- Zoho Expense
- Zoho Forms
- Zoho Invoice
- Zoho Mail
- Zoho Meeting
- Zoho Projects
- Zoho SalesIQ
- Zoho Sign
- Zoho Social
- Zoho Survey
- Zoho Writer
- Zoom Rooms
- Zoom Workplace
- bexio
- iOS14
- iQuoteXpress
- mailparser.io
- mana HR
- printIQ Core
- Total integrations147
- AWS Lambda
- Acquia PIM
- ActiveCampaign
- Acuity Scheduling
- Airtable
- Apollo.io
- Asana
- Avaya Experience Platform
- Azure DevOps Server
- Basecamp
- Bedrock Data
- Bitbucket
- Boomerang for Gmail
- Box
- Brevo
- Browse AI
- BugHerd
- Calendly
- ChatGPT
- Chrome Enterprise
- CiviCRM
- Claude
- Claude Code
- Clockify
- Confluence
- ConnectWise PSA
- Cursor
- Cvent Event Management
- Datto RMM
- Delphi AI
- Discord
- Docusign
- Dropbox
- Dropbox Paper
- Dropbox Sign
- Dubsado
- Dynamics 365 Sales
- EBMS
- Eventbrite
- Everhour
- Evernote
- Figma
- Fin
- Fireflies
- Frame.io
- Freshdesk
- Front
- GetResponse
- Git
- GitLab
- Glean
- Gmail
- GoDaddy Website Builder
- GoTo Meeting
- Google Ads
- Google Analytics 360
- Google Authenticator
- Google Calendar
- Google Calendar Extension
- Google Cloud Storage
- Google Docs
- Google Drive
- Google Translate
- Google Workspace
- Grain
- Harvest
- HighLevel
- Hiver in Gmail
- HubSpot CRM
- HubSpot Content Hub
- HubSpot Marketing Hub
- HubSpot Sales Hub
- HubSpot Service Hub
- Hubstaff
- Intuit Mailchimp Email Marketing
- InvGate Service Management
- JIRA Service Management
- Jira
- JobBOSS²
- Jotform
- KanbanBOX
- KanbanFlow
- KingAsterisk Contact Center Software
- Kixie PowerCall & SMS
- Klenty
- Knowlarity
- Leadfeeder
- Leapsome
- Linear
- LinkedIn for Business
- Localo
- Looker
- Loomly
- Lovable
- MasterControl Quality Excellence
- Memtime
- Meta for Business
- Microsoft 365
- Microsoft Entra ID
- Microsoft Excel
- Microsoft OneNote
- Microsoft Outlook
- Microsoft Planner
- Microsoft Power BI
- Microsoft Project Server Subscription Edition
- Microsoft SQL Server
- Microsoft SharePoint
- Microsoft Teams
- Mintigo
- Miro
- Missive
- Mobiniti
- NetSuite
- Notion
- Okta
- Operations Hub
- PageProof
- PandaDoc
- PayPal
- Phenom Applied AI
- Pipedream
- Pipedrive
- Pitch
- ProBackup
- Proposify
- Proton Drive
- QUO
- QuickBooks Online
- QuickBooks Online Advanced
- QuickBooks Time
- QuoteWerks
- Quoter
- Read AI
- Retool
- RingCX
- RingEX
- SMS-Magic
- Saasu
- Salsify
- Screen Recorder
- Secureframe
- Semrush
- Shopify
- SimplyCast
- Skyvia
- Slack
- Squarespace
- Subsplash
- SugarCRM Google Calendar
- Sunsama
- SurveyMonkey
- Time Champ
- Time Doctor
- Toggl
- Trello
- Twilio
- Twitter/X
- Typeform
- Userback
- Visio
- Visual Studio Code
- WeCP
- WooCommerce
- WordPress
- Xero
- Zapier
- Zendesk AI
- Zendesk Suite
- Ziflow
- Zite
- Zoho Analytics
- Zoho Assist
- Zoho Billing
- Zoho Books
- Zoho CRM
- Zoho Calendar
- Zoho Campaigns
- Zoho Cliq
- Zoho Creator
- Zoho Desk
- Zoho Expense
- Zoho Forms
- Zoho Invoice
- Zoho Mail
- Zoho Meeting
- Zoho Projects
- Zoho SalesIQ
- Zoho Sign
- Zoho Social
- Zoho Survey
- Zoho Writer
- Zoom Rooms
- Zoom Workplace
- bexio
- iOS14
- iQuoteXpress
- mailparser.io
- mana HR
- printIQ Core
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