Juggling projects and keeping track of customers can feel like a mess, right?
You’re probably looking for a tool that makes it all easier.
Maybe you’ve heard of ClickUp and Close CRM, but you’re unsure which one fits your needs.
Imagine missing deadlines or losing important client info because your tools aren’t working together.
We’re breaking down the differences between ClickUp vs Close Recherche et vérification d'e-mails, préchauffage des e-mails. to help you decide.
Überblick
We’ve spent time using both ClickUp and Close Recherche et vérification d'e-mails, préchauffage des e-mails. to give you the best comparison.
We tested key features, ran typical workflows, and examined how each platform handles real-world tasks.
This hands-on approach lets us share clear, practical insights.
Boost productivity by 25%! ClickUp helps you manage sales, projects, docs, and more.
Preise: Es gibt einen kostenlosen Plan. Der Premium-Plan beginnt bei 7 $/Monat.
Hauptmerkmale:
- Aufgabenverwaltung
- Projektmanagement
- Tools für die Zusammenarbeit
Start your trial and experience the CRM that’s helped thousands of businesses boost their sales.
Preise: It has a free trial. The premium plan starts at $35/month.
Hauptmerkmale:
- Built-in calling
- Email sequences
- Advanced Reporting
Was ist ClickUp?
So, what’s ClickUp? Think of it as your all-in-one work hub.
It’s a place to manage tasks, projects, and even your team.
You can customize it to fit your work style, and it’s super flexible.
Entdecken Sie auch unsere beliebtesten ClickUp-Alternativen…
Unsere Meinung
Es ist unglaublich leistungsstark und flexibel. Der kostenlose Plan ist sehr großzügig und bietet viele Funktionen zur Projektverwaltung. Aufgrund der vielen Optionen kann es jedoch zunächst überwältigend sein, und die Lernkurve kann für neue Benutzer steil sein.
Hauptvorteile
- Zentralisierter Arbeitsbereich für Aufgaben.
- Bietet einen für immer kostenlosen Plan.
- Unterstützt über 1.000 Integrationen.
- Anpassbare Arbeitsabläufe und Ansichten.
- Umfassende Berichtsfunktionen.
Preise
- Frei: Am besten für den persönlichen Gebrauch.
- Unbegrenzt: 7 $/Benutzer.
- Geschäft: 12 $/Benutzer.
- Unternehmen: Kontaktieren Sie sie für individuelle Preise basierend auf Ihren Anforderungen.
Pros
Nachteile
Was ist Close CRM?
Alright, let’s talk about Close CRM. It’s built for sales teams.
Think of it as a tool to close more deals.
It focuses on communication and pipeline management.
Es hilft Ihnen, den Überblick über die Leads zu behalten.
Entdecken Sie auch unsere beliebtesten CRM-Alternativen schließen…
Unsere Meinung
Close the deal with Close Recherche et vérification d'e-mails, préchauffage des e-mails.! Start your 14-day free trial and experience the CRM that’s helped thousands of businesses boost their sales.
Hauptvorteile
- Integrierte Anruffunktion: Tätigen und empfangen Sie Anrufe direkt in Close.
- Leistungsstark E-Mail-Sequenzen: Automatisieren Sie Ihre Kontaktaufnahme und Nachfassaktionen.
- Advanced reporting: Track your progress and identify areas for improvement.
- Automatisierung des Verkaufs: Rationalisieren Sie sich wiederholende Aufgaben und sparen Sie Zeit.
- Engagierte Unterstützung: Holen Sie sich bei Bedarf Hilfe von ihrem Expertenteam.
Preise
- Grundlegende Informationen: $35/Sitzplatz/Monat.
- Wachstum: 99 $/Sitz/Monat.
- Skala: $139/Sitzplatz/Monat.
Pros
Nachteile
Funktionsvergleich
Die Wahl des richtigen Geschäft software involves comparing the breadth of a project management platform like ClickUp against the laser focus of a dedicated customer relationship management system like Close CRM. This full comparison will help you decide which tool best supports your business operations, from managing complex projects to maximizing your sales reps interactions.
1. Primary Function and Core Focus
- ClickUp: A project management platform designed to be an entire workspace for marketing teams and operational staff, offering features to manage projects and track time. It aims to replace all other features and apps in your tech stack.
- CRM schließen: A specialized customer relationship management (CRM) system focused purely on the sales process. Its primary and main goal is to help sales reps close deals efficiently using phone calls and high team engagement.
2. Built-in Calling and Communication
- ClickUp: Includes team communication features like chat and comments for new tasks, and integrates with services like Google Drive, but it does not offer built-in telephony or phone calls.
- CRM schließen: Its signature feature is built in calling (a power dialer), allowing sales reps to dial multiple numbers right from the CRM. It includes call coaching and logs all phone calls automatically.
3. Pricing Model and Scalability
- ClickUp: Offers a generous free forever plan with enough features for solo workers and smaller teams. Paid plans, including the unlimited plan and enterprise plan, are typically billed annually or monthly per user and offer unlimited storage and unlimited users.
- CRM schließen: Offers a variety of paid plan options, typically billed annually or monthly per user, but does not offer a completely free version with enough features for sustained sales processes.
4. Project Management Tools
- ClickUp: Excels in this area, featuring project management tools like Gantt Charts, the whiteboard feature, and options to assign tasks and set a due date for multiple projects. It uses the clickup brain (AI assistant) to save time.
- CRM schließen: Lacks dedicated project management tools like Gantt Charts; its task management is geared toward short-term follow-ups directly related to customer relationships and the sales process.
5. Data Flexibility and Custom Objects
- ClickUp: Highly flexible, allowing unlimited number of custom fields and Daten views. Custom fields help marketing teams adapt the management platform to diverse complex tasks.
- CRM schließen: Offers custom fields and advanced custom objects (on higher tiers) that allow users to mold the CRM’s data structure to specific sales processes and tracking needs.
6. Onboarding and Learning Resources
- ClickUp: Offers extensive training through clickup university, a knowledge base, and live training. They have live onboarding training for higher tiers to get the entire workspace set up.
- CRM schließen: Provides live onboarding training and focused support to get sales reps proficient quickly. They aim for high adoption to ensure full team engagement immediately.
7. Security and Access Control
- ClickUp: Supports single sign on (SSO) and robust user permissions for Sicherheit, especially important when granting guest access to manage multiple projects. The entire workspace is secured via a single sign-on.
- CRM schließen: Supports single sign on (SSO) and various security features but focuses on minimizing manual data entry rather than complex external access controls like guest access.
8. Efficiency and AI Integration
- ClickUp: Provides an ai assistant (the clickup brain) and features like real time editing to help save time and achieve a high score in productivity.
- CRM schließen: Focuses on efficiency by minimizing manual data entry and automating routine follow-ups, allowing sales reps more time for phone calls and building customer relationships.
9. Storage and Data Import
- ClickUp: Lower-tier plans limit unlimited storage. All plans allow users to view tasks, track time, and easily import data for the entire workspace from sources like Google Drive.
- CRM schließen: Storage is primarily for emails and documents related to customer relationships. The ability to import data is crucial for new users transitioning from other features or legacy systems.
What to Look for When Choosing CRM Software?
- Consider your team’s size 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 Zeiterfassung.
- Confirm that the specific software can integrate with your existing tools, like Microsoft 365, and determine the level of api access needed.
- Compare Berichterstattung 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 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.
Instantanément vs UpLead
So, which one wins? It depends on what you need.
If you need a tool for everything, ClickUp is your pick. It handles tasks, projects, and even goals.
It’s super flexible. But if you’re a sales team, Close CRM is better.
It’s designed to help you close deals. It has built-in calling and email.
It also helps you track your sales pipeline. We’ve tested both, and we know what works.
Think about your primary job. Do you need a project hub or a sales machine? Don’t forget to set a reminder to check out the free trials!
Mehr von 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 Kalte E-Mail 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.
Mehr von Close CRM
Im Folgenden finden Sie einen kurzen Vergleich von Close CRM mit diesen Softwarelösungen:
- CRM schließen vs. Pipedrive: Close CRM legt den Schwerpunkt auf robuste Kommunikationstools und Automatisierung für den Innendienst. Gleichzeitig ist Pipedrive für sein intuitives visuelles Vertriebs-Pipeline-Management für kleine bis mittlere Unternehmen bekannt.
- CRM schließen vs. Keap: Close CRM ist ein vertriebsorientiertes CRM mit integrierten Anruf- und E-Mail-Sequenzen, während Keap eine umfassendere Marketingautomatisierung und E-Commerce-Integrationen bietet.
- Close CRM gegenüber ActiveCampaign: Close CRM zeichnet sich durch optimierte Vertriebsprozesse und Kommunikationstools aus, während ActiveCampaign eine umfassendere Marketing-Automatisierung, erweiterte Segmentierung und detaillierte Verfolgung der Customer Journey bietet.
- Close CRM vs HubSpot: Close CRM is designed for sales teams and prioritizes built-in calling and rapid deal closing, while HubSpot offers a broader suite that encompasses marketing, sales, and customer service.
- Close CRM vs. Clickfunnels: Close CRM ist ein vertriebsorientiertes CRM für die Verwaltung von Leads und Geschäftsabschlüssen; ClickFunnels ist ein spezialisiertes Tool für den Aufbau von Verkaufstrichtern und die Optimierung von Konversionen.
- CRM schließen vs. Folk: Close CRM ist ein vertriebsorientiertes CRM mit robuster Vertriebsautomatisierung und integrierter Kommunikation, während Folk eine flexible, kollaborative Kontaktverwaltung mit Schwerpunkt auf Organisation und einfacher Kontaktaufnahme bietet.
- CRM vs. Sofort schließen: Close CRM bietet ein umfassendes Vertriebs-CRM mit integrierter Anruf- und weitergehender Vertriebsautomatisierung, während Instantly auf die Erreichbarkeit und Zustellbarkeit von E-Mails in großem Umfang spezialisiert ist.
- CRM schließen vs. Clickup: Close CRM ist ein spezielles Vertriebs-CRM für Pipeline-Management und Kommunikation, während ClickUp ein vielseitiges Arbeitssystem mit Projektmanagement, Aufgabenorganisation und anpassbaren CRM-Funktionen ist.
- CRM schließen vs. Montag CRM: Close CRM ist ein spezialisiertes Vertriebs-CRM mit fortschrittlicher Automatisierung für den Abschluss von Geschäften. Monday CRM ist ein visuelles Arbeitssystem, das anpassbare Arbeitsabläufe für verschiedene Geschäftsfunktionen, einschließlich Vertrieb, bietet.
- Close CRM vs. Capsule CRM: Close CRM bietet robuste Vertriebsautomatisierung und integrierte Kommunikation für engagierte Vertriebsteams. Kapsel CRM ist eine einfachere, erschwinglichere Kontaktverwaltung, die in erster Linie für die Verfolgung grundlegender Beziehungen gedacht ist.
- Close CRM vs Insightly: Close CRM is mainly a sales-focused CRM with strong communication tools. At the same time, Insightly offers a broader CRM solution that includes robust project management and more extensive integrations.
- Close CRM gegenüber Freshsales CRM: Close CRM legt den Schwerpunkt auf Vertriebseffizienz mit integrierter Kommunikation und Automatisierung. Freshsales CRM bietet eine umfassende Lösung mit fortschrittlicher Vertriebsautomatisierung und detaillierten Berichten.
- CRM schließen vs. Salesforce: Close CRM ist eine Vertriebsplattform für kleine und mittlere Unternehmen mit integriertem Anruf- und E-Mail-System, während Salesforce ein umfangreiches, hochgradig anpassbares CRM für Unternehmen mit umfassenden Vertriebs-, Marketing- und Servicefunktionen ist.
- Close CRM vs Zendesk: Close CRM wurde speziell für Vertriebsteams entwickelt und verfügt über robuste Anruf- und E-Mail-Funktionen. Gleichzeitig ist Zendesk in erster Linie eine Kundendienstplattform, die sich auf Ticketing und Support-Management konzentriert.
Häufig Gestellte Fragen
Is ClickUp better for project management than Close CRM?
Yes, ClickUp is significantly better for project management. It offers extensive customization, various views, and detailed task management. Close CRM focuses on sales pipelines and lacks the depth that ClickUp provides for general project work.
Can Close CRM replace my existing communication tools?
Close CRM has built-in calling and emailing, reducing the need for some tools. However, for team-wide chat, you might still need platforms like Slack. ClickUp integrates better with many communication tools.
Which platform is easier to learn, ClickUp or Close CRM?
Close CRM is generally easier to learn, especially for sales teams, because its interface is more focused. However, ClickUp has a steeper learning curve due to its extensive features and customization options.
Does ClickUp or Close CRM offer better reporting features?
Both offer strong reporting. ClickUp provides detailed project and task reports, while Close CRM excels in sales performance reporting. The best choice depends on your reporting needs.
Which is more cost-effective for a small business?
ClickUp’s free or lower-tier plans might be more cost-effective for kleine Unternehmen with diverse needs. Close CRM’s pricing is higher but tailored for sales teams.
English 
Spanish 
Chinese 
German 
French 
Russian 
Portuguese 
Japanese 
Korean