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Zoho CRM vs ClickUp Comparison

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Overview

Category Leaders

Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close deals...

Category Leaders

ClickUp is a fundamentally new way to work - bringing separate apps like tasks, docs, spreadsheets, goal tracking, resources,...

  • 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

Starting from

20

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

9

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.3

6.2K

5

4

3

2

1

3K

2.1K

740

164

71

  • Value for money
  • Ease of use
  • Features
  • Customer support
92%
would recommend this app

4.7

3.6K

5

4

3

2

1

2.5K

915

111

19

13

  • Value for money
  • Ease of use
  • Features
  • Customer support
98%
would recommend this app

Pros

You can build incredibly amazing customer relationship with the most popular and favorite Zoho CRM Software. You can convert extra leads and you can easily increase your revenue.
I like the most about the collaborative easy to use tools with any type of function like customer service, marketing and creating automated responses which are very helpful.
ZOHO CRM is very easy to use, particularly, it offers you the ability to customize its features to fit business goals. It has a great user-friendly interface and easy to navigate.

Pros

Super easy to use, powerful features, ability to invite guests for FREE, Great technical support, lots of video tutorials available.
ClickUp has some truly inspired design and feels lighter and more fun to use than many other management tools. It's easy to learn and new, useful features are consistently rolled out.
Great experience with the product initially I was a bit hesitant to use and recommend it because I did not know about the product at all but once I started using it I fell in love with it.

Cons

The workflow piece is awful and not intuitive at all. Where all other platforms use actual workflows, Zoho is stuck in the 18th century in its interface.
Really clunky, looks terrible (in terms of UI), and generally a bad CRM tool. I guess you get what you pay for.
It was a mistake and I immediately corrected myself by ignoring Zoho apps. Though I wasted 2 months learning the modules.

Cons

Too complex for an individual's needs, sometimes illogical, and a terrible android app is the icing on the cake.
After a few months I still get confused about the sapce/folder/list/task hierarchy and use the wrong terms when describing my "location" in the software.
Sometimes had an error when trying to make a new list and could not find any documentation about the error online.
  • Vendor responds to reviews
  • Last review6 days ago
  • Vendor responds to reviews
  • Last reviewa day ago

Key features

  • Total features210
  • @mentions
  • AB Testing
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • 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
  • Behavior Tracking
  • 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
  • Cataloging/Categorization
  • Change Management
  • Channel Management
  • Chat/Messaging
  • Churn Management
  • Client Management
  • Client Portal
  • Client Tracking
  • Client/Property Matching
  • Code Repository Integration
  • Collaboration Tools
  • Color Codes/Icons
  • Commenting/Notes
  • Communication Management
  • Community Management
  • Compliance Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Library
  • Content Management
  • Contract/License Management
  • Contractor Management
  • Conversion Tracking
  • Correlation Analysis
  • Cost Tracking
  • Cost-to-Completion Tracking
  • Create Subtasks
  • Customer Accounts
  • Customer Activity Tracking
  • Customer Database
  • Customer Engagement
  • Customer Experience Management
  • Customer History
  • Customer Journey Mapping
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Social Profiles
  • Customer Support
  • Customer Surveys
  • Customizable Branding
  • Customizable CTAs
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Daily Reports
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Database Creation
  • Deadline Management
  • 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 Distribution
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Email-to-Task Conversion
  • Employee Activity Monitoring
  • Employee Database
  • Employee Management
  • Employee Scheduling
  • Employee Time Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • Exception Reporting
  • Expense Tracking
  • FAQ
  • Feedback Management
  • Field Sales Management
  • File Management
  • File Sharing
  • File Transfer
  • Financial Management
  • For AEC Industry
  • For Creative Agencies
  • For Financial Institutions
  • 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
  • Goal Management
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • Graphical Workflow Editor
  • Guest Access
  • Help Desk Management
  • Idea Management
  • Idea Ranking
  • Ideation
  • Import Tasks
  • Incentive Management
  • Innovation Management
  • Integrations 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
  • Labor Forecasting
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Live Chat
  • Loyalty Program
  • Marketing Automation
  • Marketing Calendar
  • Markup Tools
  • Media Planning
  • Meeting Management
  • Messaging
  • Milestone Tracking
  • Mind Maps
  • Mobile Access
  • Mobile Alerts
  • Mobile Time Tracking
  • 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
  • Online Time Clock
  • Online Time Tracking
  • Opportunity Management
  • Overtime Calculation
  • Parent Task
  • Percent-Complete Tracking
  • Performance Management
  • Performance Metrics
  • Performance Review Management
  • Personalization
  • Pipeline Management
  • Pipeline Reports
  • Portfolio Management
  • Predictive Analytics
  • Presentation Tools
  • Prioritization
  • Product Catalog
  • Productivity Analysis
  • Progress Tracking
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Project Scheduling
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Proposal Generation
  • Proposal Management
  • Prospecting Tools
  • Quota Planning
  • Quotes/Estimates
  • ROI Tracking
  • Real Time Analytics
  • Real Time Data
  • Real Time Editing
  • Real Time Notifications
  • Real Time Reporting
  • Real-Time Chat
  • Real-time Updates
  • Recurring Issues
  • Recurring Tasks
  • Referral Tracking
  • Relationship Tracking
  • Release Management
  • Release Planning
  • Reminders
  • Remote Access/Control
  • Remote Support
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Request Escalation
  • Request Management
  • Requirements Management
  • Resource Management
  • Resource Scheduling
  • Retrospectives Management
  • Rewards Management
  • Rich Text Editor
  • Risk Management
  • Roadmapping
  • 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
  • Search Marketing
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Service Level Agreement (SLA) Management
  • Single Sign On
  • Skills Tracking
  • Social Marketing
  • Social Media Integration
  • Social Media Monitoring
  • Social Promotion
  • Source Tracking
  • Spend Management
  • Spreadsheet View
  • Sprint Planning
  • Stakeholder Defined Attributes
  • Statistical Analysis
  • Status Tracking
  • Supplier Management
  • Supports Scrum
  • Survey/Poll Management
  • Surveys & Feedback
  • Tagging
  • Task Board View
  • Task Editing/Updating
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Team Assignments
  • Team Management
  • Template Management
  • Templates
  • Territory Management
  • Testing/QA Management
  • Text Analysis
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Off Management
  • Time Tracking
  • Time Zone Tracking
  • Timeline Management
  • Timesheet Management
  • To-Do List
  • Traceability
  • Traditional Methodologies
  • Training Management
  • Transaction History
  • Trend Analysis
  • User Management
  • Utilization Reporting
  • Vacation/Leave Tracking
  • Version Control
  • Video Chat
  • Visual Analytics
  • Visual Workflow Management
  • Visualization
  • Warranty Tracking
  • Web Forms
  • Web-based Deployment
  • Website Analytics
  • Website Integration
  • Website Visitor Tracking
  • Widgets
  • Wiki
  • Workflow Configuration
  • Workflow Management
  • XML/RSS
  • eCommerce Management
  • Total features232
  • @mentions
  • AB Testing
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • 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
  • Behavior Tracking
  • 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
  • Cataloging/Categorization
  • Change Management
  • Channel Management
  • Chat/Messaging
  • Churn Management
  • Client Management
  • Client Portal
  • Client Tracking
  • Client/Property Matching
  • Code Repository Integration
  • Collaboration Tools
  • Color Codes/Icons
  • Commenting/Notes
  • Communication Management
  • Community Management
  • Compliance Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Library
  • Content Management
  • Contract/License Management
  • Contractor Management
  • Conversion Tracking
  • Correlation Analysis
  • Cost Tracking
  • Cost-to-Completion Tracking
  • Create Subtasks
  • Customer Accounts
  • Customer Activity Tracking
  • Customer Database
  • Customer Engagement
  • Customer Experience Management
  • Customer History
  • Customer Journey Mapping
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Social Profiles
  • Customer Support
  • Customer Surveys
  • Customizable Branding
  • Customizable CTAs
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Daily Reports
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Database Creation
  • Deadline Management
  • 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 Distribution
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Email-to-Task Conversion
  • Employee Activity Monitoring
  • Employee Database
  • Employee Management
  • Employee Scheduling
  • Employee Time Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • Exception Reporting
  • Expense Tracking
  • FAQ
  • Feedback Management
  • Field Sales Management
  • File Management
  • File Sharing
  • File Transfer
  • Financial Management
  • For AEC Industry
  • For Creative Agencies
  • For Financial Institutions
  • 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
  • Goal Management
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • Graphical Workflow Editor
  • Guest Access
  • Help Desk Management
  • Idea Management
  • Idea Ranking
  • Ideation
  • Import Tasks
  • Incentive Management
  • Innovation Management
  • Integrations 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
  • Labor Forecasting
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Live Chat
  • Loyalty Program
  • Marketing Automation
  • Marketing Calendar
  • Markup Tools
  • Media Planning
  • Meeting Management
  • Messaging
  • Milestone Tracking
  • Mind Maps
  • Mobile Access
  • Mobile Alerts
  • Mobile Time Tracking
  • 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
  • Online Time Clock
  • Online Time Tracking
  • Opportunity Management
  • Overtime Calculation
  • Parent Task
  • Percent-Complete Tracking
  • Performance Management
  • Performance Metrics
  • Performance Review Management
  • Personalization
  • Pipeline Management
  • Pipeline Reports
  • Portfolio Management
  • Predictive Analytics
  • Presentation Tools
  • Prioritization
  • Product Catalog
  • Productivity Analysis
  • Progress Tracking
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Project Scheduling
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Proposal Generation
  • Proposal Management
  • Prospecting Tools
  • Quota Planning
  • Quotes/Estimates
  • ROI Tracking
  • Real Time Analytics
  • Real Time Data
  • Real Time Editing
  • Real Time Notifications
  • Real Time Reporting
  • Real-Time Chat
  • Real-time Updates
  • Recurring Issues
  • Recurring Tasks
  • Referral Tracking
  • Relationship Tracking
  • Release Management
  • Release Planning
  • Reminders
  • Remote Access/Control
  • Remote Support
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Request Escalation
  • Request Management
  • Requirements Management
  • Resource Management
  • Resource Scheduling
  • Retrospectives Management
  • Rewards Management
  • Rich Text Editor
  • Risk Management
  • Roadmapping
  • 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
  • Search Marketing
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Service Level Agreement (SLA) Management
  • Single Sign On
  • Skills Tracking
  • Social Marketing
  • Social Media Integration
  • Social Media Monitoring
  • Social Promotion
  • Source Tracking
  • Spend Management
  • Spreadsheet View
  • Sprint Planning
  • Stakeholder Defined Attributes
  • Statistical Analysis
  • Status Tracking
  • Supplier Management
  • Supports Scrum
  • Survey/Poll Management
  • Surveys & Feedback
  • Tagging
  • Task Board View
  • Task Editing/Updating
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Team Assignments
  • Team Management
  • Template Management
  • Templates
  • Territory Management
  • Testing/QA Management
  • Text Analysis
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Off Management
  • Time Tracking
  • Time Zone Tracking
  • Timeline Management
  • Timesheet Management
  • To-Do List
  • Traceability
  • Traditional Methodologies
  • Training Management
  • Transaction History
  • Trend Analysis
  • User Management
  • Utilization Reporting
  • Vacation/Leave Tracking
  • Version Control
  • Video Chat
  • Visual Analytics
  • Visual Workflow Management
  • Visualization
  • Warranty Tracking
  • Web Forms
  • Web-based Deployment
  • Website Analytics
  • Website Integration
  • Website Visitor Tracking
  • Widgets
  • Wiki
  • Workflow Configuration
  • Workflow Management
  • XML/RSS
  • eCommerce Management

Integrations

  • Total integrations505
  • Constant Contact
  • Gmail
  • Google Analytics 360
  • Google Calendar
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Mailchimp
  • Meta for Business
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twitter
  • WordPress
  • Xero
  • Zapier
  • Zendesk Suite
  • Total integrations133
  • Constant Contact
  • Gmail
  • Google Analytics 360
  • Google Calendar
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Mailchimp
  • Meta for Business
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twitter
  • WordPress
  • Xero
  • Zapier
  • Zendesk Suite

User reviews that mention these apps

VY
AvatarImg

Valentin Y.

Management Consulting, 11-50 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

ClickUp logo

ClickUp

Easy & nice

Reviewed 4 years ago

Project management and communications into team

Pros

Many useful functions, integration with Gmail, Chrome, Kanban...

Cons

I wait for integration with CRM (ZOHO, Pipedrive), integration with messengers (Telegram, Fb, Hangouts)

AvatarImg
AvatarImg

Daniella A.

Marketing and Advertising, 11-50 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

ClickUp logo

ClickUp

Great System!

Reviewed 4 years ago

Love it! A much better alternative to Zoho.

Pros

I love the ease of use of this product. It is so easy to create projects and tasks. I love that you can easily add people to asks. The filter system is great too! Love the screenshot/make a task feature and the chrome extension.

Cons

I don't like that you have to install the extension to make the logging time function work. I also don't like that you have to add the log time column separately, it should be a default on the dashboard.

SD
AvatarImg

Sharon D.

Internet, self-employed

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

ClickUp logo

ClickUp

Satisfied Customer!

Reviewed 3 years ago

Best CRM to use

Pros

The ease and the best customer service team ClickUp offers. ClickUp is the best system I have in place to keep me and my clients organized. It's a breeze to use. Integrates well with my Google calendar

Cons

I have not cons to report. You can suggest anything to ClickUp and they'll (within time) may use your suggestion

AR
AvatarImg

Verified reviewer

Higher Education, 201-500 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

ClickUp logo

ClickUp

Fabulous!

Reviewed 4 years ago

project management for both internal and external projects.

Pros

Integration with other software's like Trello etc.

Cons

No CRM component... email list building... communication functionality outside of team

DB
AvatarImg

David B.

Accounting, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

ClickUp logo

ClickUp

Great for workflow management

Reviewed 3 years ago

Onboarded this software with a team of 6 staff - experience was great and we were up and running within the first week and staff have been customising to suit their work style. Very flexible and easy to use

Pros

Fantastic intuitive software that integrates project management, email and calendar

Cons

Would love it to include better CRM features (not a weakness but more a feature request)

AvatarImg
AvatarImg

Neil D.

Education Management, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

ClickUp logo

ClickUp

The best UI for a management app

Reviewed a year ago
Pros

It's a quiet all-in-one app, I use it for project management, docs, team communication and goal tracking.

Cons

At times configuration can become difficult, I faced this issue with the CRM and lead management setup.

GT
AvatarImg

Geoffrey T.

Transportation/Trucking/Railroad, 1-10 employees

Used weekly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

ClickUp logo

ClickUp

Amazing CRM

Reviewed 9 months ago
Pros

Best CRM collaborative for team. Easy integration with your existing Saas.

Cons

Missing some features but there doing update frequently.

Vendor response

Hey, there! We really appreciate you taking the time to leave such a thoughtful review! We're so happy to hear that you're enjoying a productivity boost with ClickUp! Don't hesitate to reach out if you need anything at all! Have an amazing and productive day!

AR
AvatarImg

Verified reviewer

Management Consulting, self-employed

Used monthly for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

ClickUp logo

ClickUp

Great free alternative to monday.com

Reviewed 2 years ago

It's helping me start a small busines CRM and track projects.

Pros

ClickUp has all the features of other project management software and has a great free version- can't beat it. You can easily create the same system you have on monday.com on clickup and not pay anything.

Cons

There's a bit more of a learning curve to use it than say, monday.com.

Vendor response

Hey, there! Thank you so much for this review. We are so happy that you can create what you need, for free! We have some amazing webinars that explore ClickUp in detail here: https://www.youtube.com/channel/UCJC7egHqghye211WgTuXMAw Thank you!

AM
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Antoinette M.

Management Consulting, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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ClickUp

ClickUp is as advertised.... a Swiss knife for your productivity!

Reviewed 9 months ago

Extremely satisfied and have already recommended this tool as a CRM for our clients

Pros

ClickUp has been quick in updating their integrations and are consistently putting out improvements with occasional bugs that show up in the way.

Cons

ClickUp has a spreadsheet view that is still behind Google Spreadsheet and Microsoft Excel

NK
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Nick K.

Computer Software, self-employed

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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ClickUp

All in one solution for freelancer

Reviewed 3 years ago

Experience is great. I was able to recreate most of my process without external tools.

Pros

I was able to bring here all my project management from Asana and CRM from Insightly.

Cons

From soloist perspective who tries to use it also as a CRM I think they miss some features to better determine relationship between entities (tasks)

MM
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Moin M.

Oil & Energy, 1,001-5,000 employees

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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ClickUp

ClickUp: Robust PPM Software

Reviewed 2 days ago

Overall, ClickUp has been the real PPM deal on my end.

Pros

I like how ClickUp combines CRM, collaboration, task and project management tools in one single repository.

Cons

There are few issues that the vendor should rectify. For instance, they should incorporate offline access.

CW
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Chris W.

Medical Practice, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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ClickUp

Excellent flexible PM tool

Reviewed 4 years ago

The business is more transparent and more efficient as a result of using clickup

Pros

Flexibility to fit into different work styles

Cons

That we didn’t discover it sooner! The only improvement that we don’t yet see is a fuller integration with our CRM tool

DR
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Danielle R.

Accounting, 11-50 employees

Used weekly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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ClickUp

D Ramsten ClickUp Review

Reviewed 4 years ago

We have a LOT of repeating work so this is a huge feature for us.

Pros

I love the ease of using the software and how quickly I can deploy work.

Cons

Not really a con but need to know more about the integrations for this software - really need to hook it up to a CRM

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Ruth-Ellen D.

E-Learning, self-employed

Used weekly for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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ClickUp

ClickUp is helping me to get more done without the overwhelm

Reviewed 3 years ago
Pros

When I first started using ClickUp I was thinking, not enough piece of software that looks good but doesn't do what I need. However, I was surprised how easy UpClick helped me to organise my projects and quickly see the people who was making more traction and those that needed additional support. I can clearly see deadlines, create tasks which align with my business growth goals and delete tasks that do nothing for my bottom line with ease. I am getting much more done without the analysis paralysis.

Cons

I was hoping there was a team feature that could. Easy CRM functionalities would be ideal as that way I could tie projects to people

JC
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Jana C.

Marketing and Advertising, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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ClickUp

FINALLY what I've been looking for!

Reviewed 3 years ago

Before ClickUp, I tried Trello, Asana, Basecamp, Monday, and AirTable for project management. I used Trello the longest but switched to AirTable because I just really dislike the look of Trello and didn't find it customizable enough. It got complicated toward the end with all the power-ups, etc. But ClickUp had everything I needed AND MORE and I love the look and layout of it. I find it very easy to use and customize, and it's been super easy to add my freelance assistant to projects (at no extra cost). The recent addition of automations was a bonus. I'm thrilled with this product!

Pros

I found ClickUp very easy to set up and use. I'm impressed by the degree of customization available and I like the freedom to choose the type of view/layout I prefer for each component. The aesthetic is far more appealing to me than Trello.

Cons

I'm not fond of the calendar integration. I'd like to be able to schedule events instead of just tasks. I love ClickUp so much that I wish it had a CRM aspect so I could use it for my entire business. An invoicing/quoting feature would be nice, too, but I'd be fine without it if there was a CRM component.

JG
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Jair G.

Computer Software, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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ClickUp

Cheap and effective

Reviewed 5 months ago

Very good, we only changed to a bigger CRM due to areas integrations. However, for task management, it is incredbly good

Pros

Ease of use and how good the freemium version is

Cons

It is not that easy to customize when talking about tasks and integrations

Vendor response

Hey, Jair! We really appreciate you taking the time to leave such a thoughtful review! We're so happy to hear that you're enjoying a productivity boost with ClickUp! Don't hesitate to reach out if you need anything at all! Have an amazing and productive day!

AC
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Alina C.

Management Consulting, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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ClickUp

Una solución practica para trabajo en equipos

Reviewed a year ago

Excepcional en general

Pros

1. las integraciones y notificaciones 2. los avisos constantes de las entregas 3. Visualización de tareas y modelos disponibles 4. CRM - ventas

Cons

adaptabilidad generación de los reportes facil ejecución a un clic no existe

Showing original review in Spanish. See translation

Vendor response

Hey, Alina! Thank you for taking the time to leave such a thoughtful review. We're happy to hear that you and your team areenjoying the the features of ClickUp! We would love the opportunity to connect with you regarding the reports that you would like to generate! Please feel free to reach out to us via chat or email at help@clickup.com to discuss the available resources. We look forward to hearing from you soon! Have an amazing and productive day!

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Andy B.

Marketing and Advertising, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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ClickUp

Excellent Project Management System across Multiple Platforms

Reviewed 5 years ago

Very positive. Clickup is fast & reliable, with a a growing feature-set and help is good when & if required.

Pros

Well featured project management system & good value. I love that ClickUp is available on almost all platforms - I use it on Web, Mac & iOS. Changes made in one place sync to all other platforms immediately. The platform is updated most weeks, therefore, the feature-set is growing fast.

Cons

There is no concept of a 'customer', therefore it is difficult to sync properly with CRM &/or Accounts systems. This means invoicing is completely separated from job management.

NP
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Nina P.

Marketing and Advertising, 11-50 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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ClickUp

ClickUp is a tool I would recommend

Reviewed a year ago

For me, ClickUp made it easy to manage projects. Thereby, it is a perfect tool to manage tasks. In addition, also as CRM ClickUp works surprisingly well.

Pros

When we decided to switch to ClickUp, I first did not see why this was necessary. However, ClickUp is a tool that is easy to learn and intergrate. It is very efficient and I appreciate that you can combine it with almost all other softwares.

Cons

In the beginning I had sometimes a hard time navigating and finding everything.

DC
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Dexter C.

Management Consulting, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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ClickUp

Fantastic Project Management Tools - ClickUp

Reviewed 3 years ago

I can help to get my team to be better organized with our projects. I use the apps as my CRM and create action lists that improve my effectiveness.

Pros

Its features are very robust and powerful. Handy to make changes. It can be used for many different purposes and it has a lot of great templates to guide you. There are plenty of video clips on internet that can help you to learn about the apps.

Cons

Although it has a Connet with ClickUp function, you can hardly found help from them. I sent them messages, their response time is so long and I couldn't even remember what I had asked. And I could not trace back to what messages I had sent. This is the worst part of ClickUp.

CV
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Catherine V.

Media Production, self-employed

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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ClickUp

IOS app not up to snuff

Reviewed 2 years ago

I love management of my tasks in the desktop app. Especially the ability to drag and drop documents and attach my Google Drive documents into the tasks. When the IOS app is up to snuff, this will be my favorite platform

Pros

I absolutely love the desktop version of this software. It has everything I need to create and manage a very efficient system for my CRM and personal time and task management.

Cons

The IPad version of this app has a multitude of missing features that make it almost useless. I start most of my tasks on the iPad and to finish the task management, I must migrate to the desktop to drag and drop tasks on the boards, or to set recurring tasks. Basic stuff that is missing.

Vendor response

Hey, Catherine! Thank you so much for your feedback. We truly appreciate you being apart of the ClickUp family. Our mobile application for iPad's and other mobile devices is growing and developing each day. I invite you to visit our Roadmap to stay up to date with all new features added and to know what is coming in the future: https://dev-doc.clickup.com/p/h/ad-41125/852e8df4a4e671f We hope to be your favorite platform and if you need anything at all, please feel free to reach out to us at help@clickup.com.

RJ
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Ritwik J.

Computer Software, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
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