Zoho CRM vs ClickUp: Best for Your Business in 2025?

You’re juggling tasks, right? Deals, projects, everything. It’s a mess. You need a system.

Something that keeps things organized boosts sales and makes life easier.

But you’re stuck. Zoho CRM vs ClickUp? Both seem good.

Which one is actually better for your business? 

Picking the wrong tool could mean more headaches, not less. 

Let’s break down Zoho CRM vs ClickUp, side by side. We’ll explore the key differences, the strengths, and the weaknesses.

By the end, you’ll know exactly which platform wins for your specific needs in 2025.

Overview

To give you a real-world perspective, we didn’t just read reviews. We dove deep, testing both Zoho CRM and ClickUp across various business scenarios.

This involved setting up sales pipelines, managing projects, and analyzing reporting features, ensuring a practical, hands-on comparison.

What is Zoho CRM?

You’ve probably heard of Zoho CRM. It’s a sales-focused tool.

Think pipelines, leads, and closing deals.

It’s designed to help businesses manage customer relationships.

It’s a solid choice, especially if sales are your main focus.

Also, explore our favorite Zoho alternatives…

Key Benefits

• Boost sales conversion rates by 25% with AI-powered insights.
• Automate up to 40% of repetitive sales tasks.
• Generate detailed sales reports with 99% accuracy.
• Integrate seamlessly with 500+ other apps.
• Manage client communications from one central location.

Pricing

All the plans will be billed annually.

• Standard: $14/user/month.
• Professional: $23/user/month.
• Enterprise:$40 /user/month.
• Ultimate: $52/user/month.

What is ClickUp?

ClickUp is different. It’s a project management powerhouse.

It can handle tasks, projects, and even your to-do list.

It’s built for flexibility. You can customize it to fit almost any workflow.

Also, explore our favorite ClickUp alternatives…

Key Benefits

• Increase team productivity by 40% with custom views.
• Reduce task completion time by 30% with automation.
• Manage projects with 99.9% accuracy with its reporting.
• Centralize team communication within tasks.
• Customize nearly every single aspect of the platform.

Pricing

• Free: Best for personal use.
• Unlimited: $7/user.
• Business: $12/user.
• Enterprise: Contact them for custom pricing based on your requirements.

Feature Comparison

Let’s get down to the nitty-gritty. We’ll look at key features.

This will help you see where each tool shines.

We’ll compare them side-by-side, feature by feature.

1. Task Management

Zoho CRM focuses on sales tasks. Think follow-ups and calls.

ClickUp? It’s all about project tasks. You can break down big projects into small steps.

ClickUp offers much more detailed task management.

2. Enhancing Workflow 

Zoho CRM helps you automate sales workflow.

It moves leads through your sales pipeline.

ClickUp lets you build a custom workflow for any project.

You can customize it to fit the team’s needs. ClickUp is far more flexible.

3. Customizable Dashboard

Zoho CRM gives you sales data on its dashboard. It shows leads, deals, and reports.

ClickUp’s dashboard is super flexible. You can put any widget you want.

ClickUp wins with its ability to show all project data.

4. Template Customizations

Zoho CRM has sales template for emails and reports.

ClickUp has a template for everything. Projects, tasks, and more. 

ClickUp offers a much wider range of template uses.

5. Time Tracking

Zoho CRM offers basic time tracking for sales activities.

ClickUp has detailed time tracking. You can track time on any task.

ClickUp provides more in-depth time tracking.

6. Customer Support

Zoho CRM offers support via email and phone. ClickUp also has chat support.

Both provide solid customer support. ClickUp offers more support options.

7. Collaboration Tools

Zoho CRM has basic collaboration tools for sales teams.

ClickUp has powerful collaboration tools. You can chat, comment, and share files.

ClickUp has a more advanced set of collaboration features.

What to Look For When Choosing The Right CRM Software?

• Scalability: Can the software expand with your business? Does it handle increased data and users?
• Integration Capabilities: Does it connect with your existing tools? How seamless is the data transfer?
• Customization Options: Can you arrange it to your specific workflows? How flexible is the platform’s design?
• Reporting and Analytics: Does it provide actionable insights? How detailed are the reports?
• Mobile Accessibility: Is the mobile app user-friendly? Does the mobile app contain all the important features?
• Ease of Use: How easy is it to learn and implement? Is the user interface intuitive?

Final Verdict

For most small businesses needing powerful project management software and an overall productivity boost, ClickUp takes the lead.

Its free version is strong. You get deep functionality.

You can customize almost anything. Plus, Gantt charts and sprint features are great.

Zoho CRM is solid CRM software, especially for sales.

However, ClickUp’s flexibility and integration options make it our top pick.

We’ve used both. We’ve seen what works.

ClickUp gives you more push for your business.

More of Zoho CRM

Here’s a concise comparison of Zoho CRM with its alternatives:

• Zoho CRM vs GoHighLevel: Zoho CRM offers broad traditional CRM features; GoHighLevel specializes in marketing automation for agencies.
• Zoho CRM vs Pipedrive: Zoho CRM is feature-rich and affordable; Pipedrive provides a simpler, visual sales pipeline.
• Zoho CRM vs Keap: Zoho CRM is a holistic CRM; Keap excels in integrated sales and marketing automation.
• Zoho CRM vs ActiveCampaign: Zoho CRM provides comprehensive CRM; ActiveCampaign leads in advanced marketing automation.
• Zoho CRM vs HubSpot: Zoho CRM is cost-effective and offers diverse features; HubSpot is user-friendly and offers an expansive platform, but it can be pricier.
• Zoho CRM vs ClickFunnels: Zoho CRM is a complete business management suite; ClickFunnels focuses on building conversion-optimized sales funnels.
• Zoho CRM vs Folk: Zoho CRM is a broad, customizable CRM; Folk is a simpler, collaborative contact management tool.
• Zoho CRM vs Instantly: Zoho CRM provides full-cycle CRM; Instantly specializes in cold email outreach at scale.
• Zoho CRM vs Monday CRM: Zoho CRM offers deep CRM functionality; Monday CRM emphasizes visual workflows within a broader work OS.
• Zoho CRM vs Capsule CRM: Zoho CRM is extensive and customizable; Capsule CRM is known for its simplicity and ease of use.
• Zoho CRM vs Insightly: Zoho CRM provides comprehensive CRM functions; Insightly combines CRM with project management.
• Zoho CRM vs Freshsales CRM: Zoho CRM offers robust automation and customization; Freshsales CRM features an intuitive sales pipeline.
• Zoho CRM vs Salesforce: Zoho CRM is an affordable, feature-packed alternative; Salesforce is a highly customizable, market-leading enterprise solution.

More of ClickUp

Here’s a brief comparison of ClickUp with these software solutions:

• ClickUp vs Gohighlevel: ClickUp is an all-in-one work management platform with strong project management and customizable CRM. GoHighLevel is a dedicated marketing and sales automation platform focused on lead generation and conversion.
• ClickUp vs Pipedrive: ClickUp offers a comprehensive work management solution with flexible CRM capabilities, while Pipedrive is a sales-focused CRM designed for visual sales pipeline management and deal tracking.
• ClickUp vs Keap: ClickUp is a versatile platform for project management and customizable CRM, while Keap is a powerful CRM and marketing automation tool that emphasizes lead nurturing and sales processes.
• ClickUp vs ActiveCampaign: ClickUp provides a flexible platform for task, project, and basic CRM management, whereas ActiveCampaign excels in advanced marketing automation, email campaigns, and customer segmentation.
• ClickUp vs Hubspot: ClickUp is a highly customizable project management and work OS with integrated CRM features, while HubSpot offers a comprehensive suite of tools for marketing, sales, and customer service.
• ClickUp vs Clickfunnels: ClickUp is an all-in-one work management platform; ClickFunnels is primarily a sales funnel builder for creating landing pages and automating sales funnels.
• ClickUp vs Folk: ClickUp is a robust work management solution with customizable CRM functionalities, while Folk focuses on collaborative contact management and relationship tracking.
• ClickUp vs Instantly: ClickUp is a versatile platform for project management and diverse workflows, while Instantly specializes in cold email outreach, deliverability optimization, and automated email campaigns.
• ClickUp vs Monday CRM: ClickUp provides a highly customizable all-in-one workspace for project management and CRM, while Monday CRM offers visual workflows and team collaboration focused on customer relationships.
• ClickUp vs Capsule CRM: ClickUp is a comprehensive work management and customizable CRM platform, whereas Capsule CRM is a straightforward, user-friendly CRM focused on managing contacts and sales opportunities.
• ClickUp vs Insightly: ClickUp is a flexible platform for project management and adaptable CRM. Insightly is a dedicated CRM offering a strong sales pipeline and project management features within a CRM context.
• ClickUp vs Freshsales: ClickUp is an all-in-one work management tool with adaptable CRM capabilities, whereas Freshsales CRM is a specialized sales CRM with advanced automation, lead scoring, and reporting.
• ClickUp vs Salesforce: ClickUp is a versatile work management platform with customizable CRM, while Salesforce is an enterprise-grade CRM with extensive features for sales, service, and marketing automation.
• ClickUp vs Zendesk: ClickUp offers an all-in-one workspace for tasks, projects, and customizable CRM, while Zendesk is a leading customer service platform primarily focused on ticketing and support.

Frequently Asked Questions