Picking the right tool to keep track of customers can feel like a massive headache, right?
You’ve got tons of info, and you need to keep it all organized.
Imagine losing a big customer because you couldn’t find their contact info quickly.
Good news! We will compare ClickUp vs Instantly so you can quickly determine which CRM is best for your needs.
We’ll look at what each tool does well and help you find the one that fits your style.
Overview
We’ve spent weeks diving into both ClickUp and Instantly.
Our team tested each platform’s core features, from project management to CRM functions, simulating real-world usage to provide a practical comparison.
Boost productivity by 25%! ClickUp helps you manage sales, projects, docs, and more.
Pricing: It has a free plan. The premium plan starts at $7/month.
Key Features:
- Task Management
- Project Management
- Collaboration Tools
Ready to give Instantly a try? Experience the speed and simplicity of a modern lead generation tool.
Pricing: It has a free trial. The premium plan starts at $37.9/month.
Key Features:
- Warmup & Deliverability
- Automated Sequences
- Advanced Analytics
What is ClickUp?
Okay, let’s talk ClickUp. Think of it as your digital workspace.
It’s built to handle tasks, projects, and even your team’s goals.
You can customize it to fit your work style, and it’s pretty flexible.
Also, explore our favorite ClickUp alternatives…
Our Take
It’s incredibly powerful and flexible. The free plan is very generous, and it has many features for managing projects. However, due to its many options, it can be overwhelming at first, and the learning curve can be steep for new users.
Key Benefits
- Centralized workspace for tasks.
- Offers a free forever plan.
- Supports over 1,000 integrations.
- Customizable workflows and views.
- Comprehensive reporting features.
Pricing
- Free: Best for personal use.
- Unlimited: $7/user.
- Business: $12/user.
- Enterprise: Contact them for custom pricing based on your requirements.
Pros
Cons
What is Instantly?
Instantly, it is all about email outreach. Think of it as your cold email powerhouse.
It helps you warm up your email accounts.
It finds leads and automates your campaigns. It’s built to boost your email deliverability.
Also, explore our favorite Instantly alternatives…
Our Take
Instantly is a valuable tool for businesses that want to ramp up their outreach efforts.
Key Benefits
- Multi-channel outreach: Connect with prospects through email, LinkedIn, Twitter, and more.
- Personalized messaging: Tailor your messages to each recipient.
- Automated follow-ups: Stay top-of-mind without lifting a finger.
- Detailed analytics: Track your progress and identify what’s working.
Pricing
- Growth CRM: $37.9/month, unlimited seats.
- Hyper CRM: $77.6/month, unlimited seats.
Pros
Cons
Feature Comparison
Choosing a platform means comparing the breadth of a massive project management platform like ClickUp against the laser focus of a sales scaling tool like Instantly AI.
This full comparison will help you decide which business software best supports your business plan—whether your priority is managing complex tasks and multiple projects or scaling high-volume cold emailing and outreach campaigns.
1. Primary Focus and Use Case
- ClickUp: A highly flexible management platform designed as a single app to house the entire workspace, offering tools for project management and optimizing internal business operations across marketing teams. It aims to replace other features in your tech stack.
- Instantly AI: A specialized platform focused entirely on lead generation and high-volume email outreach. It helps new users and instantly users manage unlimited email accounts and build automated outreach campaigns.
2. Pricing and Scalability
- ClickUp: Offers a generous free forever plan with enough features for solo workers. Paid tiers, including the unlimited plan and enterprise plan, are typically per user and allow unlimited users and unlimited storage. Clickup plans occasionally offer discounts.
- Instantly AI: Primarily offers a paid plan model designed for scaling, which often includes managing an unlimited number of sending accounts and features for boosting sender reputation. It does not offer a truly completely free feature-rich solution.
3. Core Task and Project Management Tools
- ClickUp: Excels in this area, providing project management tools like gantt charts, kanban board views, time tracking, and the ability to assign tasks a due date. These essential features are key to executing the business plan.
- Instantly AI: Lacks dedicated project management tools. Its task management is limited to scheduling follow-ups and managing the progression of outreach campaigns through the campaign builder.
4. Communication and Collaboration
- ClickUp: Features strong team communication tools, including chat, real time editing on documents, and whiteboard feature integration. It also integrates with google drive for file sharing within the entire workspace.
- Instantly AI: Communication is centered on the unified inbox and email sequences. It lacks the internal collaboration features necessary for managing multiple projects or internal team member coordination.
5. Lead Generation and Data Sourcing
- ClickUp: Focuses on managing existing complex projects. It does not have built-in features for generating or verifying verified leads or finding potential clients.
- Instantly AI: Includes the powerful instantly lead finder feature, which helps instantly users find verified leads and turn them into new contacts, quickly filling up their pipeline for outreach campaigns.
6. Security and Account Management
- ClickUp: Supports single sign on (SSO) on higher tiers and granular user permissions for security across the entire workspace. The use of a single sign-on simplifies new users access.
- Instantly AI: Security is focused on protecting the integrity of the sending accounts. Features like inbox rotation help maintain sender reputation by automatically distributing volume across all your sending accounts.
7. Automation and AI Features
- ClickUp: Includes the ai assistant (the clickup brain) and automation features to assign tasks and save time. Clickup offers dashboard views to help users achieve a high score in efficiency.
- Instantly AI: Offers high-level automation in the campaign builder for sales engagement and follow-ups. It automates testing deliverability to avoid the spam folder and track campaign analytics.
8. Customization and Extensibility
- ClickUp: Highly customizable with custom fields, custom objects, and unlimited number of data views. API access is available for connecting the platform to nearly any tech stack or legacy business software.
- Instantly AI: Customization primarily revolves around setting up personalized email sequences and defining criteria for the instantly lead finder. It provides minimal options for structural customization compared to a management platform.
9. Learning and Support
- ClickUp: Offers extensive support including live training, a knowledge base, and live onboarding training for higher tiers. The clickup review and clickup university are great resources for team member education. Clickup’s features are vast, requiring dedicated learning.
- Instantly AI: Support is focused on helping new users to instantly turns leads and instantly users maximize deliverability and run effective outreach campaigns. It features smart scheduling and robust documentation on how to avoid the spam folder.
What to Look For When Choosing CRM Software?
- Consider your team’s size, number of email account and technical skills to avoid a steep learning curve. The complexity of new features and customizations across different clickup plans is a key factor for every team member.
- Evaluate if built-in communication tools are essential or if integrations are sufficient.
- Assess the importance of detailed project management software versus sales-specific features, and whether the included kanban board and task views are sufficient.
- Check for mobile app functionality if your team works on the go, especially for real-time time tracking.
- Confirm that the specific software can integrate with your existing tools, like Microsoft 365, and determine the level of api access needed.
- Compare reporting features to see which platform provides more actionable data for resource management and analyzing the impact of a free plan or paid tier.
- Factor in customization options to ensure the software can adapt to your unlimited accounts
and evolving needs, as this is one of ClickUp’s essential features. - Determine if onboarding and customer support, including phone support, are adequate for your team’s requirements. Also, check if they offer discounts for your business type and the limitations of clickup’s free plan.
- Review the ease of setting up new tasks, communication features, the process to import data from existing systems, and the permissions for guest access when they need to view tasks or check if pricing is better if billed annually.
Final Verdict
So, which one wins? For most teams needing complete management software, ClickUp is our pick.
It lets you manage projects and collaborate seamlessly.
It has many more features than Instantly, which is excellent if you need a powerful tool for cold emails.
But if you want to keep your whole team organized, ClickUp is better.
We tested both. ClickUp’s combination of features and price makes it a winner. Trust us—we’ve done the work, so you don’t have to.
Plus, with ClickUp, you can keep all your tasks and documents in one place.
That means less jumping between apps. And, if your team is growing, ClickUp can grow with you.
More of ClickUp
Here’s a brief comparison of ClickUp with these software solutions:
- ClickUp vs Pipedrive: Pipedrive is a sales-focused CRM with a visual pipeline. ClickUp is a more flexible project management tool.
- 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 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.
More of Instantly
Here’s a comparison of Instantly with its alternatives, highlighting their unique strengths:
- Instantly vs Apollo: Instantly excels in rapid email outreach and integrated warm-up features. Apollo provides a larger lead database and a comprehensive sales intelligence platform.
- Instantly vs Snov IO: Instantly focuses on deliverability and scalable cold email campaigns. Snov IO offers a broader suite including email finding, verification, and a CRM.
- Instantly vs Hunter IO: Instantly offers advanced cold email sequences and campaign management. Hunter IO is primarily used for email finding and verification, with basic sending.
- Instantly vs Reply IO: Instantly is known for unlimited warm-up and robust email-focused automation. Reply IO provides a multi-channel sales engagement platform, including LinkedIn.
- Instantly vs UpLead: Instantly specializes in maximizing email deliverability for outreach. UpLead focuses on providing highly accurate B2B contact data for prospecting.
- Instantly vs Mailshake: Instantly streamlines high-volume cold email campaigns with a built-in lead finder. Mailshake emphasizes personalized outreach with email and social touchpoints.
- Instantly vs Lemlist: Instantly offers unlimited email accounts for scalable warm-up and sending. Lemlist focuses on hyper-personalization, including images and multi-channel sequences.
- Instantly vs Woodpecker: Instantly provides unlimited email warm-up with AI-powered optimization. Woodpecker is known for its strong deliverability features and sophisticated campaign logic.
- Instantly vs Smartlead: Instantly combines lead finding with robust campaign management. Smartlead prioritizes advanced deliverability optimization for large-scale outreach.
- Instantly vs Saleshandy: Instantly offers an all-in-one solution for cold email automation. Saleshandy provides email outreach with deliverability tools and a lead finder.
- Instantly vs Klenty: Instantly focuses on email deliverability and simplified campaign setup. Klenty is a sales engagement platform with deeper CRM integrations and advanced cadences.
- Instantly vs Warmbox: Instantly integrates email warm-up within its outreach suite. Warmbox is a dedicated, specialized tool for enhancing email sender reputation.
- Instantly vs Maildoso: Instantly emphasizes unlimited warm-up and scaling cold email. Maildoso focuses on cost-effective email infrastructure and inbox rotation for deliverability.
- Instantly vs Manyreach: Instantly offers tiered monthly plans for features. Manyreach provides credit-based pricing with comprehensive features available from the start.
- Instantly vs Warmy: Instantly’s platform includes a streamlined warm-up. Warmy is a dedicated deliverability tool with detailed analytics and authentication features.
Frequently Asked Questions
Can ClickUp and Instantly be used together?
Yes, you could technically use them together. ClickUp is for tracking tasks and project management, and Instantly is for email outreach. However, they don’t have a direct, seamless integration. You’d need to transfer data between them manually.
Which is better for small teams?
ClickUp is generally better for small teams needing a versatile tool. It offers a free plan and scales well. Instantly, it is more specialized for email marketing, depending on your team’s primary focus.
Is Instantly only for cold emails?
Instantly is primarily designed to automate cold email campaigns and improve deliverability. While robust for that purpose, it lacks broader CRM or project management features.
Does ClickUp have a mobile app?
Yes, ClickUp has a mobile app for iOS and Android. It allows users to manage tasks, collaborate, and stay updated on projects while on the go.
How easy is it to learn ClickUp?
ClDueo its extensive features, ckUp has a learning curve; duhoweverit offers tutorials, a knowledge base, and customer support. With time and practice, you can effectively use it to track tasks and manage objects.
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