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ClickUp vs Close CRM: Which is The Right One in 2026?

von | Last updated Jun 12, 2026

Gewinner
Klick hoch
4.3
  • Free Plan, Unlimited Users
  • Mehr als 1.000 Integrationen
  • Gantt, Kanban & Calendar Views
  • Integrierte Zeiterfassung
  • ClickUp Brain AI Assistent
  • 1,000+ Workflow Templates
  • Paid Plans from $7/user/mo
Zweiter
CRM schließen
3.3
  • Built-in Calling & SMS
  • Leistungs- und Vorhersagewähler
  • Single Sales Posteingang
  • Smart Views for Leads
  • Call Coaching for Reps
  • 80+ Integrations
  • Paid Plans from $35/seat/mo

⚡ Quick Verdict:

  • Preisgestaltung: ClickUp starts at $7 per user. Close CRM starts at $35 per seat each month.
  • Ideal für: ClickUp suits project management and task management. Close CRM suits sales teams running outbound calls.
  • Hauptunterschied: ClickUp is a project management platform. Close CRM is a customer relationship management tool with built in calling.
  • Our pick: ClickUp for most users. It manages projects, tasks, and team communication in one workspace.
ClickUp vs Close CRM Comparison

ClickUp and Close CRM solve two different problems.

One helps you manage projects and tasks.

The other helps you close more deals over the phone.

Die falsche Wahl zu treffen, verschwendet Geld und Zeit.

This full comparison breaks down both tools in plain terms.

By the end, you will know which tool fits your team.

Überblick

This ClickUp vs Close CRM comparison covers pricing, core features, and ease of use.

We also break down who each tool works best for.

Our writers signed up for both and explored the apps directly.

Those notes appear in the “What Our Team Noticed” sections below.

Sources include published specs, documentation, and G2 reviews.

Was ist ClickUp?

ClickUp is a project management software built for teams.

It helps you plan, track, and manage projects in one workspace.

You can create tasks, assign tasks, and view tasks in many ways.

ClickUp includes Gantt charts, a Kanban board, calendars, and timelines.

It also centralizes docs, calendars, and team communication in one place.

That cuts down on tool switching across your tech stack.

Watch the ClickUp review video below to see it in action.

ClickUp

⭐ 4,3/5 | 💰 Ab 7 $/Nutzer/Monat

ClickUp manages projects, tasks, and docs in one workspace. The free plan supports unlimited users. Paid plans start at $7 per user.

ClickUp-Preise

Here is what ClickUp costs in 2026. Let’s break down the ClickUp plans.

PlanenPreisAm besten geeignet für
Frei$0Solo workers wanting essential features
Unbegrenzt7 US-Dollar/Nutzer/MonatTeams that manage multiple projects
Geschäft12 $/Nutzer/MonatMarketing teams and Business operations
UnternehmenBrauchLarge companies needing single sign on

Pricing verified June 2026.

Clickup-Preise

Kostenlose Testversion: ClickUp offers a 15-day free trial on paid plans. No credit card is needed to test the free plan.

Geld-zurück-Garantie: ClickUp bietet eine 30-Tage-Geld-zurück-Garantie auf alle kostenpflichtigen Tarife.

📌 Notiz: ClickUp’s free plan allows an unlimited number of users. It includes a limit of 100 uses of custom fields. The Enterprise plan adds HIPAA compliance and user permissions for large companies.

⚠️ Warnung: You must upgrade your entire workspace at once. All members move to the paid plan together. ClickUp does not offer discounts for mixing free and paid seats.

Wichtigste Vorteile von ClickUp

Here is what makes ClickUp worth considering:

  • One workspace: ClickUp centralizes tasks, docs, and chat. This reduces tool switching and saves time across business operations.
  • Flexible views: Use a Kanban board, Gantt charts, list, or calendar. The same project can be viewed many ways.
  • Time tracking: Built-in timers log billable hours. Workload views help with resource management and prevent burnout.
  • ClickUp Brain: Das KI-Assistent tracks workloads and time. It also drafts and summarizes content.
  • Mehr als 1.000 Integrationen: ClickUp connects to Slack, Google Drive, and Zoom. It also offers api access for developers.
  • Automatisierung: Over 100 pre-built rules handle repetitive new tasks. Custom automations cut busy work.
  • Real time editing: Docs, chat, and whiteboards support live team communication and real time editing.
ClickUp
ClickUp Top-Vorteile

What Our Team Noticed

Unser Schriftsteller signed up for ClickUp and used it for several real projects. Here is what stood out from that hands-on time:

ClickUp-Persönliche Erfahrungen

ClickUp: Vor- und Nachteile

✅ Vorteile
  • Free forever plan supports an unlimited number of users
  • Flexible views including Gantt charts and Kanban board
  • Built-in time tracking and resource management tools
  • Over 1,000 integrations including Google Drive and Slack
❌ Nachteile
  • The interface feels complex and overwhelming for new users
  • Die Reporting-Tools sind verstreut und schwer zu finden.
  • Live chat support routes you through an AI chatbot first

Was ist Close CRM?

Close CRM is a customer relationship management tool for sales teams.

It is built for small to medium businesses that close more deals by phone.

Close offers built in calling, SMS, and email in a single inbox.

Sales reps can dial leads straight from the app on desktop or mobile device.

The tool tracks every call, email, and follow ups on one timeline.

This cuts manual Daten entry and keeps the sales process moving.

Watch the Close CRM review video below to see how it works.

Close CRM im Test: Mit Close CRM-Meisterschaft zum Geschäftserfolg!

CRM schließen

⭐ 3.3/5 | 💰 From $35/seat/month

Close CRM puts calling, SMS, and email in one inbox. It suits sales teams that live on the phone. Paid plans start at $35 per seat.

Preisgestaltung für CRM-Systeme

Here is what Close CRM costs in 2026. Each plan is priced per seat.

PlanenPreisAm besten geeignet für
Grundlagen35 $/Sitzplatz/MonatStartup features for small teams
Wachstum99 $/Sitzplatz/MonatProfessional features and automation
Skala139 $/Sitzplatz/MonatAdvanced features and call coaching

Pricing verified June 2026.

Preisgestaltung für CRM-Systeme

Kostenlose Testversion: Close offers a 14-day free trial. No credit card is required to start.

Geld-zurück-Garantie: Close does not publish a standard refund window. Cancel before renewal to avoid the next charge.

📌 Notiz: Higher tiers add power dialer, call coaching, and email sequences. The entry plan still includes built in calling and texting.

⚠️ Warnung: Some Close documentation still lists older plan names like Startup, Professional, and Enterprise at $49, $99, and $139 when billed annually. The current tiers are Essentials, Growth, and Scale. Confirm the live price before you buy.

Wichtigste Vorteile von Close CRM

Here is what makes Close CRM worth considering:

  • Built in calling: Make phone calls from the browser. No separate phone system is needed for your sales team.
  • Power dialer: The predictive dialer and power dialer let reps dial multiple numbers fast. This helps you reach more leads.
  • Single inbox: Email, calls, and SMS sit in one view. Reps manage Öffentlichkeitsarbeit ohne Werkzeugwechsel.
  • Intelligente Ansichten: Filter leads by criteria to focus on the best prospects. This supports a tighter sales process.
  • Telefoncoaching: Managers join live calls to coach sales reps. This builds full team engagement during onboarding.
  • Schnelle Einrichtung: A CSV import tool and one-click migration help you import data from other CRMs in minutes.
  • E-Mail-Tools: Email templates, bulk email, and email sequences automate follow ups to customers and clients.
CRM-Startseite schließen
Die wichtigsten Vorteile von Close CRM

What Our Team Noticed

Our writer signed up for Close CRM and tested the calling and lead tools. Here is what stood out from that hands-on time:

Persönliche Erfahrungen mit Close CRM

Vor- und Nachteile von Close CRM

✅ Vorteile
  • Best-in-class calling with power and predictive dialer
  • Simple to learn, so the whole sales team gets started fast
  • Free one-click migration help when you switch from other CRMs
  • Calling, SMS, and email sit in a single inbox
❌ Nachteile
  • Reporting is weak and harder to analyze than rival crm options
  • Less customizable, with limited custom objects and custom graphs
  • Entry pricing is high for a Kleinunternehmen bei knappem Budget

Funktionsvergleich

Ready to dig into a detailed comparison of ClickUp vs Close CRM?

We will explore nine key features so you can match the right tool to your work. ClickUp leans toward project management. Close CRM leans toward sales.

BesonderheitClickUpCRM schließen
Startpreis7 US-Dollar/Nutzer/Monat35 $/Sitzplatz/Monat
Kostenloser Plan
Aufgabenmanagement
Integrierte Anruffunktion
Gantt-Diagramme
Power Dialer
Zeiterfassung
KI-Assistent✅ ClickUp Brain✅ Vertriebs-KI
Integrationen1,000+80+
Am besten geeignet fürProjektmanagementVertriebsansprache

1. Task & Lead Management

ClickUp: ClickUp is built to manage tasks and manage projects. You create tasks, assign tasks to a team member, and set a due date. A multi-level hierarchy holds Workspaces, Folders, Lists, and Subtasks. Subtasks break complex tasks into smaller steps for complex projects.

ClickUp-Projektmanagement

CRM schließen: Close manages leads, not project tasks. Smart Views filter prospects so sales reps focus on hot deals. It tracks contacts and customer relationships across the full sales process.

CRM-Lead-Management abschließen

⚠️ Warnung: Close CRM is not a project management platform. If you need task management, ClickUp is the clear fit.

2. Boards, Views & Pipelines

ClickUp: ClickUp offers a Kanban board, list, calendar, and Gantt charts. The same project can be viewed many ways. This flexibility helps marketing teams plan multiple projects at once.

ClickUp-Kanban

CRM schließen: Close uses a visual pipeline view to spot bottlenecks. Teams can build multiple pipelines for different sales processes. The single inbox keeps every message in one stream.

CRM-Posteingangsverwaltung schließen

3. Time Tracking & Conversations

ClickUp: ClickUp includes built-in time tracking with native timers and manual logging. You track billable hours against estimates. Workload views support resource management for the whole team.

ClickUp-Zeiterfassung

CRM schließen: Close logs every conversation on a profile timeline. Reps see all phone calls, emails, and texts in one place. This keeps a clear record of outreach without manual data entry.

CRM-Konversationen abschließen

4. Automatisierung

ClickUp: ClickUp automates repetitive work with over 100 pre-built rules. You can also build custom automations. This helps teams save time on routine new tasks.

ClickUp KI-Automatisierungsgenerator

CRM schließen: Close runs workflows and automated follow ups. Reminders trigger the next phone calls or email at the right moment. This lifts response rates without extra effort.

CRM-Workflow-Automatisierung schließen

5. Templates & Setup

ClickUp: ClickUp offers over 1,000 pre-built templates for many workflows. Bauherr templates speed up setup for new projects. This is one of ClickUp’s features that solo workers and smaller teams love.

ClickUp-Builder-Vorlagen

CRM schließen: Close keeps setup simple with a CSV import tool and one-click migration. A built-in ROI calculator helps you model the value of more deals. Most teams are live within the free trial.

CRM-ROI-Rechner schließen

6. Calendar & Integrations

ClickUp: ClickUp Calendar links tasks to dates and timelines. The platform connects to over 1,000 other tools, including Google Drive, Slack, and Zoom meetings. Developers also get api access.

ClickUp

CRM schließen: Close integrates with over 80 other tools, including Zoom and Zapier. It covers the core apps a sales team needs. The list is smaller than ClickUp’s catalog.

Beliebte CRM-Integrationen schließen

7. KI-Funktionen

ClickUp: ClickUp’s AI Notetaker captures Besprechungsprotokoll and action items. It turns talk into tasks automatically. This is part of a wider set of AI features inside the platform.

ClickUp

CRM schließen: Close Sales AI drafts replies and summarizes calls. It helps reps write faster email sequences and bulk email. The focus stays on selling, not project work.

CRM-Vertriebs-KI abschließen

8. Search & Reporting

ClickUp: Enterprise Search scans tasks, docs, and connected apps from one bar. Custom dashboards track KPIs and project health in real time. Reporting tools can feel scattered until you build your own view.

ClickUp

CRM schließen: Close gives quick KPI reports for sales teams. Reporting is lighter than rival CRMs, with limited custom graphs. Heavy data teams may want more depth.

CRM-Bericht und -Analysen schließen

9. AI Assistant & Advanced Tools

ClickUp: ClickUp Brain is the built-in ai assistant. It tracks workloads, drafts docs, and answers questions about your work. It sits across the entire workspace.

ClickUp

CRM schließen: Advanced CRM tools add custom objects, call coaching, and richer Sicherheit controls on higher tiers. These professional features suit growing sales teams. Setup stays lighter than a full enterprise CRM.

CRM schließen | Erweitertes CRM

10. Preisgestaltung & Kosten

Lasst uns die Preispläne nebeneinander vergleichen.

PlanenClickUpCRM schließen
Frei0 € (unbegrenzte Benutzeranzahl)❌ Kein kostenloser Tarif
EintragUnlimited — $7/user/monthEssentials — $35/seat/month
MitteBusiness — $12/user/monthGrowth — $99/seat/month
SpitzeEnterprise — CustomScale — $139/seat/month

ClickUp: ClickUp is far cheaper for most teams. The free forever plan covers unlimited users. Paid plans run $7 to $12 per user, so budgets stretch further.

CRM schließen: Close costs more per seat because calling is built in. The price buys a phone system, dialer, and CRM in one. For phone-heavy sales teams, that bundle can pay off.

Verschiedene Szenarien

Falls Sie Folgendes benötigen:WählenWarum
Knappes BudgetClickUpFree plan, $7 paid plan
Integrierte AnruffunktionCRM schließenPhone system included
AufgabenmanagementClickUpFull project tools
Outbound salesCRM schließenDialer and pipelines
Beginner-friendly startCRM schließenSimpler, smaller learning curve

💰 Ihr Budget

ClickUp wins on price with a completely free tier and a $7 unlimited plan. Close CRM starts at $35 per seat, since the business plan bundles a phone system.

🔌 Dein Tech-Stack

ClickUp connects to over 1,000 other tools and has api access for any developer. Close CRM links to 80+ apps, which covers most sales tech stack needs.

📝 Your Daily Work

Pick ClickUp if your day is tasks, docs, and deadlines. Pick Close CRM if your day is phone calls, follow ups, and closing more deals.

🎓 Dein Erfahrungslevel

ClickUp has a steeper learning curve, but ClickUp University, a deep knowledge base, and live training help. Close CRM is simpler and faster to learn for a new sales team.

🆓 Kostenlose Testversionen und Demos

ClickUp gives a 15-day free trial on paid plans plus a free forever plan. Close CRM offers a 14-day free trial with no card required.

🛟 Supportoptionen

Neither tool has standard phone support. ClickUp adds live onboarding training and user permissions on higher tiers. Close offers proactive onboarding help and product updates by email.

Umstellungsleitfaden

Nutzen Sie bereits eines dieser Tools? Hier erfahren Sie, was Sie beim Wechsel erwartet.

🔄 Switching from ClickUp to Close CRM?

✅ Was Sie davon haben:

  • Built in calling and SMS to reach more leads
  • Power dialer and predictive dialer to dial multiple numbers
  • Call coaching to train sales reps live

❌ Was Sie verlieren werden:

  • Task management, Gantt charts, and the Kanban board
  • Built-in time tracking and the whiteboard feature
  • The free plan and unlimited storage on higher tiers

📋 So wechseln Sie:

  1. Export your contacts and deals from ClickUp as a CSV
  2. Create a Close CRM account and start the free trial
  3. Import data with the one-click migration tool
🔄 Switching from Close CRM to ClickUp?

✅ Was Sie davon haben:

  • A full project management platform to manage projects
  • A free forever plan with an unlimited number of users
  • Whiteboards, docs, and strong communication features

❌ Was Sie verlieren werden:

  • Built in calling and the power dialer
  • Smart Views tuned for sales prospects
  • The single sales inbox for calls and email

📋 So wechseln Sie:

  1. Export your leads and notes from Close CRM
  2. Create a ClickUp account on the free plan
  3. Import data and set up your first Workspace

What Our Review Didn’t Cover

This comparison focused on small businesses and growing teams. We did not test enterprise rollouts, single sign on at scale, or deep guest access controls. Our notes reflect the June 2026 versions of both apps. If you manage large companies or need heavy reporting, your priorities may differ from what we covered here.

Endgültiges Urteil

KategorieGewinner
💰 PreisgestaltungClickUp
🚀 KernfunktionenClickUp
📞 Sales CallingCRM schließen
🎯 BenutzerfreundlichkeitCRM schließen
🔌 IntegrationenClickUp
🧩 FlexibilityClickUp
🏆 GesamtsiegerClickUp

🏆 GEWINNER: CLICKUP

ClickUp wins 4 out of 6 categories.

Ideal für: project management, task management, marketing teams, and budget-minded small businesses.

ClickUp and Close CRM are two very different products. ClickUp is a project management platform. Close CRM is a sales tool with built in calling.

Close CRM is excellent for phone-heavy sales teams that want to close more deals. Its dialer and single inbox earn a high score for outbound work.

However, if you need to manage projects, tasks, and team communication, ClickUp is the better choice. It does more for less money and serves more types of teams.

Mehr zu ClickUp im Vergleich

Here is how ClickUp stacks up against other project management tools:

ClickUp vs. Asana

ClickUp gewinnt in: free forever plan with unlimited users, built-in time tracking, more custom fields

Asana gewinnt in folgender Hinsicht: cleaner interface, gentler learning curve, polished mobile app

ClickUp vs Monday.com

ClickUp gewinnt in: better value per user, deeper task hierarchy, more new features each quarter

Monday.com gewinnt in folgenden Kategorien: simpler setup, colorful boards, easier reporting dashboards

ClickUp vs. Trello

ClickUp gewinnt in: Gantt charts, time tracking, and enough features for complex projects

Trello punktet bei: dead-simple Kanban board, faster onboarding, lighter feel for solo workers

Mehr von Close CRM im Vergleich

Here is how Close CRM stacks up against other CRMs. The video below covers more Alternativen zum CRM-System.

Die besten CRM-Tools für Ihre Bedürfnisse

Close CRM vs HubSpot

Close wins on: built in calling, power dialer, faster setup for small businesses

HubSpot punktet in folgenden Bereichen: free CRM tier, deeper marketing tools, stronger reporting for more leads

CRM schließen vs. Salesforce

Close wins on: simpler onboarding, calling out of the box, lower admin overhead

Salesforce punktet bei: custom objects, enterprise reporting, and add-ons for large companies

Close CRM vs Freshsales CRM

Close wins on: sharper calling tools, cleaner single inbox, sales-first focus

Freshsales punktet bei: lower entry price, built-in chat, more crm options on the free tier

Häufig gestellte Fragen

Quick answers to common questions about these business software tools, drawn from our ClickUp review and Close testing.

Wozu wird ClickUp verwendet?

ClickUp is project management software. Teams use it to plan, assign tasks, and track work in one workspace. It also handles docs, time tracking, and team communication.

Wie viel kostet ClickUp?

ClickUp has a free forever plan. The Unlimited plan costs $7 per user monthly. The Business plan is $12 per user. The Enterprise plan uses custom pricing.

Wofür wird Close CRM verwendet?

Close CRM helps sales teams close more deals. It bundles calling, SMS, and email in one inbox. A dialer drives fast outreach to leads and customers.

Is ClickUp better than Close CRM?

They serve different jobs. ClickUp wins for project management and task management. Close CRM wins for outbound calling. Choose Close for phone-heavy sales teams that need other features around the dialer.

Worin unterscheidet sich Close von anderen CRM-Systemen?

Close builds calling and texting straight into the CRM. Most rivals need add-ons. This sales-first focus sets it apart, though reporting is lighter than some crm options.

Fahim Joharder, Gründer

Fahim Joharder, Gründer

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