Struggling to pick the right tool for your team? You’re not alone.
Figuring out if ClickUp and Nutshell CRM fit your needs can be confusing.
You’ve probably spent hours reading reviews. It’s frustrating when you want a simple answer.
That’s why we’re breaking down ClickUp vs Nutshell CRM in a way that’s easy to understand.
Let’s get straight to the point and determine the best for you.
Overview
We’ve rolled up our sleeves and put ClickUp and Nutshell CRM through their paces.
Our team tested each platform’s core features, user interface, and integration capabilities to give you a real-world 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
Nutshell CRM helps you automate sales and manage customer relationships site properly. Explore it!
Pricing: It has a free trial. The premium plan starts at $13/month.
Key Features:
- Contact management
- Sales automation
- Email marketing
What is ClickUp?
Okay, let’s talk ClickUp. It’s like a super-powered workspace.
Think of it as one place for all your tasks, projects, and goals.
You can manage almost anything here. It keeps your team organized.
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 Nutshell CRM?
Now, let’s look at Nutshell CRM. It’s built for sales teams.
Think of it as your sales pipeline in one place.
It’s designed to be simple and effective, helping you close more deals.
Also, explore our favorite Nutshell alternatives…
Our Take
Ditch the chaos and grow your business! Nutshell CRM helps you automate sales and manage customer relationships site properly. Try Nutshell CRM software free and see the difference!
Key Benefits
- Effortless contact management: Keep all your customer information organized in one place. Easily access contact details, communication history, and notes.
- Built-in email marketing: Send targeted email campaigns to your leads and customers. Nurture relationships and drive sales with automated email sequences.
- Sales automation: Streamline your sales process with automated workflows. Reduce manual tasks and focus on closing deals.
- Excellent customer support: Nutshell’s top-notch customer support team is known for being responsive and helpful.
Pricing
- Foundation: $13/user/month.
- Growth: $25/user/month.
- Pro: $42/user/month.
- Business: $59/user/month.
- Enterprise: $79/user/month.
Pros
Cons
Feature Comparison
This comparison pits ClickUp, a massive project management platform designed to manage complex tasks and the entire workspace, against Nutshell CRM, a highly-rated system built for contact management and efficient sales.
This full comparison will help you decide which business software best supports your business plan—whether you need deep project tracking or powerful sales automation for your business operations.
1. Primary Focus and Core Function
- ClickUp: A highly flexible management platform aimed at replacing all other project management tools in your tech stack. It offers unlimited storage and focuses on organizing and executing complex projects and internal business operations.
- Nutshell CRM: A dedicated crm software focused purely on sales automation and contact management. Its goal is to help single user and teams track leads through multiple pipelines efficiently.
2. Pricing and Scalability
- ClickUp: Offers a free forever plan with enough features for solo workers. Paid tiers, including the unlimited plan and enterprise plan, are priced per user and allow unlimited users. Clickup plans sometimes offer discounts.
- Nutshell CRM: Offers tiered paid plan models, typically priced per user. While it may not have a completely free version, it is tailored for small businesses and includes a full reporting suite on higher tiers.
3. Task and Project Management Tools
- ClickUp: Excels in this area, providing robust project management tools like gantt charts, kanban board views, and the ability to assign tasks a due date. These essential features help marketing teams manage multiple projects.
- Nutshell CRM: Features strong task management tied directly to the sales process, allowing users to manage tasks and set reminders, but it lacks the depth of project management tools required for complex projects.
4. Sales Automation and Pipelines
- ClickUp: Requires setting up custom views and automations to mimic a sales automation flow. It can be complex to achieve specialized sales automation without heavy custom fields configuration.
- Nutshell CRM: Designed around sales, featuring easy creation of multiple pipelines, built-in sales automation, and tools for tracking leads from entry to close.
5. AI and Intelligence Features
- ClickUp: Includes the ai assistant (the clickup brain), which helps users save time by summarizing documents and assisting with writing for the entire workspace. Clickup offers dashboards to achieve a high score in productivity.
- Nutshell CRM: Offers advanced sales intelligence features, using its full reporting suite to provide actionable data for sales automation and achieving a high sales score, but it lacks a dedicated ai assistant.
6. Integration and Ecosystem
- ClickUp: The platform supports API access and integrates with google drive for file sharing. It aims to integrate with or replace all other features in your tech stack. Clickup includes features like a whiteboard feature and real time editing.
- Nutshell CRM: Features essential integrations like calendar sync, email templates, and contact management sync. Its integration focus is primarily on supporting external communication tools and ensuring easy deployment across any browser.
7. Customization and Data Flexibility
- ClickUp: Highly flexible, allowing unlimited number of data views, robust custom fields, and user permissions to adapt the entire workspace to specific business operations.
- Nutshell CRM: Provides good flexibility via custom fields and customizable sales stages. It focuses on offering a powerful platform for contact management right out of the box, rather than deep structural modification.
8. Security and Accessibility
- ClickUp: Supports single sign on (SSO) on higher tiers and user permissions for security across the entire workspace. The use of a single sign-on simplifies access for new users.
- Nutshell CRM: Provides robust security measures, including an audit log and optional SSO (on higher tiers), to protect contact management data. Free live support is available for security issues.
9. Learning and Support
- ClickUp: Offers extensive support including live training, a knowledge base, and live onboarding training. The clickup review and clickup university highlight that clickup’s features are vast and require dedicated learning for a team member.
- Nutshell CRM: Praised for its ease of use and interface, making it quick for new users to grasp. Offers free live support and strong documentation to ensure you can view tasks and navigate the system site properly.
What Should You Look For in a 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 with verification successful waiting for teams.
- 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, it’s ClickUp. It does more than just customer relationship management.
It also handles projects and tasks. If your team needs one tool for everything, ClickUp is it.
Nutshell CRM is great for sales. It’s simple and focused.
But ClickUp’s flexibility is hard to beat. We’ve tested both, and ClickUp offers more.
If you want to improve your team’s work, try ClickUp. You’ll see the difference. Think of ClickUp as a Swiss Army knife.
Nutshell CRM is a specialized tool. Both are good, but one does more.
If you want a workspace that does it all, ClickUp is your best bet.
Teams have thrived with both, but ClickUp’s versatility gives it the edge. It 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 Nutshell CRM
Here’s a brief comparison of Nutshell CRM with these software solutions:
- Nutshell vs Pipedrive: It stands out for its visual pipeline management, while Nutshell focuses on user-friendliness and simplicity.
- Nutshell CRM vs GoHighLevel: Nutshell CRM is a sales-focused CRM that emphasizes ease of use and pipeline management, while GoHighLevel offers a broader suite of marketing, sales, and agency management tools.
- Nutshell CRM vs Keap: Nutshell CRM focuses on simplifying sales processes and collaboration; Keap provides advanced marketing automation and lead management features.
- Nutshell CRM vs ActiveCampaign: Nutshell CRM streamlines sales and contact tracking, while ActiveCampaign excels at sophisticated marketing automation, segmentation, and email campaigns.
- Nutshell CRM vs Hubspot: Nutshell CRM offers an intuitive interface for sales pipeline management and customer relationships, while HubSpot provides an extensive all-in-one platform for marketing, sales, and service.
- Nutshell CRM vs Clickfunnels: Nutshell CRM is a dedicated sales-focused CRM; ClickFunnels specializes in building sales funnels and landing pages to drive conversions.
- Nutshell CRM vs Folk: Nutshell CRM is a sales-focused CRM with robust reporting and pipeline management; Folk emphasizes collaborative contact organization and AI-powered enrichment.
- Nutshell CRM vs Instantly: Nutshell CRM focuses on managing sales pipelines and customer interactions, while Instantly is geared towards high-volume cold email outreach and lead generation.
- Nutshell CRM vs ClickUp: Nutshell CRM is a specialized tool for sales and customer relationship management, while ClickUp is a versatile work management platform that includes CRM functionalities.
- Nutshell CRM vs Monday CRM: Nutshell CRM provides a streamlined sales process with clear pipeline visualization; Monday CRM offers highly customizable visual workflows and strong team collaboration across various functions.
- Nutshell CRM vs Capsule CRM: Nutshell CRM focuses on intuitive sales pipeline management and automation; Capsule CRM is a simpler contact manager primarily for tracking sales opportunities.
- Nutshell CRM vs Insightly: Nutshell CRM emphasizes ease of use for small business sales teams; Insightly offers a more comprehensive CRM with additional project management capabilities.
- Nutshell CRM vs Freshsales CRM: Nutshell CRM provides an easy-to-use sales pipeline and team collaboration; Freshsales CRM includes AI-driven insights and broader sales force automation.
- Nutshell CRM vs Salesforce: Nutshell CRM offers a straightforward, affordable solution for small to mid-sized businesses; Salesforce is a highly scalable, feature-rich enterprise CRM.
Frequently Asked Questions
Is ClickUp or Nutshell CRM better for small businesses?
ClickUp offers more flexibility for small businesses that need project and task management and essential customer relationship management. Nutshell CRM excels in sales-focused features but may be more expensive for a smaller team.
Can ClickUp and Nutshell CRM integrate with other tools?
Both platforms offer integrations. ClickUp has a vast library of integrations, while Nutshell CRM focuses on sales and marketing integrations. Check if your essential tools are compatible with your chosen platform.
Which platform is easier to learn and use?
Nutshell CRM is generally more user-friendly and uncomplicated, especially for sales teams. While powerful, ClickUp has a steeper learning curve due to its extensive features.
Does either platform offer mobile apps?
Yes, both ClickUp and Nutshell CRM offer mobile apps. However, user reviews suggest that Nutshell CRM’s mobile app tends to be more stable and reliable.
Which platform offers better customer support?
Nutshell CRM is often praised for its responsive and helpful customer support. ClickUp also offers support, but some users find Nutshell’s support to be more personalized.
English 
Spanish 
Chinese 
German 
French 
Russian 
Portuguese 
Japanese 
Korean