⚡ Quick Verdict:
- Preisgestaltung: ClickUp starts at $7/user/month with a free forever plan. Salesmate starts at $23/user/month.
- Ideal für: ClickUp for project management and task management. Salesmate for the sales process and pipeline management.
- Hauptunterschied: ClickUp is project management software. Salesmate is CRM software built around your sales pipeline.
- Our pick: ClickUp for most teams. It costs less, includes a free plan, and covers more Geschäft Operationen.
Salesmate and ClickUp sit in two different software categories.
One is CRM software. One is project management software.
Salesmate helps sales reps track deals and manage leads.
ClickUp helps teams manage projects, tasks, and team communication.
This full comparison breaks down pricing, features, and the right fit for you.
Überblick
This Salesmate vs ClickUp comparison covers pricing, core features, and ease of use.
We also break down who each tool works best for.
Our writers reviewed documentation, pricing pages, and user reviews for both tools.
They also spent hands-on time inside each platform.
Those notes appear in the “What Our Team Noticed” sections below.
Was ist Salesmate?
Salesmate is CRM software for small to medium-sized businesses.
It helps sales reps track deals and manage their sales pipeline.
The Salesmate CRM brings sales, marketing, and support into one place.
It uses Sandy AI to automate repetitive tasks like drafting emails.
Salesmate also handles email tracking, follow ups, and customer interactions.
It works for many businesses, from SaaS to a Immobilie Unternehmen.
Verkäufer
Salesmate is a cloud-based CRM built for sales teams. It tracks deals, automates Daten entry, and helps you close more deals.
Preisgestaltung von Salesmate
Hier sehen Sie, was Salesmate im Jahr 2026 kostet. Schauen wir uns das genauer an.
| Planen | Preis | Am besten geeignet für |
|---|---|---|
| Basic | 23 $/Nutzer/Monat | Einzelvertreter und kleine Teams am Anfang ihrer Karriere |
| Pro | 39 $/Nutzer/Monat | Wachsende Teams, die benötigen Automatisierung journeys |
| Geschäft | 63 $/Nutzer/Monat | Larger sales teams and advanced analytics |
Pricing verified June 2026.
Kostenlose Testversion: Yes. Salesmate offers a 15-day free trial with no credit card required.
Rabatte: Salesmate runs a Black Friday promotion with 10% off all annual plans.
📌 Notiz: Every paid plan includes the visual sales pipeline, built-in calling, and the meeting scheduler. Higher tiers add automation journeys and deeper Berichterstattung.
⚠️ Warnung: Some users report that Salesmate can delete leads if a payment is missed. Keep your billing current to protect your data.
Wichtigste Vorteile von Salesmate
Here is what makes Salesmate worth a look:
- Visual sales pipeline: Track deals across every stage at a glance. The pipeline is perfectly laid out for fast pipeline management.
- Sandy AI: The AI assistant drafts emails and summarizes calls. It cuts down data entry and saves time.
- Integrierte Anruffunktion: Make calls with recording and voicemail drops. No need for other apps to handle phone work.
- Meeting scheduler: Prospects book meetings online. This saves time for your support team and your sales reps.
- Wide integrations: Salesmate connects with over 700 apps. That includes Google Apps, Microsoft Apps, and Zapier Integrationen.
- Mobile CRM: Get full access to data and activities on mobile. Your contacts and deals reisen mit dir.
What Our Team Noticed
Unser Schriftsteller signed up for Salesmate and spent several days inside the platform. Here is what stood out:
Salesmate: Vor- und Nachteile
✅ Vorteile
- Customer service is praised as quick and helpful
- Fully customizable for your unique sales process
- Built-in calling and meeting scheduler save time
- Over 700 integrations, including Gmail and Slack
❌ Nachteile
- Einige Benutzer melden Fehler im E-Mail-Vorlageneditor.
- Weaker for marketing automation than rival tools
- Can delete leads if a payment is missed
Was ist ClickUp?
ClickUp is project management software for teams of any size.
It helps you plan, track, and manage projects in one workspace.
The project management platform centralizes tasks, docs, calendars, and chat.
That cuts tool switching and trims your tech stack.
ClickUp Brain is the built-in AI assistant for workloads and tasks.
It suits solo workers, kleine Unternehmen, and large marketing teams alike.
🏆 Winner: ClickUp
ClickUp is a customizable project management platform. It centralizes tasks, docs, and team communication for any workflow.
ClickUp-Preise
Here is what ClickUp costs in 2026. The free forever plan is the headline.
| Planen | Preis | Am besten geeignet für |
|---|---|---|
| Frei | $0 | Solo workers and personal use, completely free |
| Unbegrenzt | 7 US-Dollar/Nutzer/Monat | Small teams that manage multiple projects |
| Geschäft | 12 $/Nutzer/Monat | Mid-size teams needing resource management |
| Unternehmen | Brauch | Large orgs needing HIPAA and single sign on |
Pricing verified June 2026.
Kostenlose Testversion: Yes. ClickUp offers a 15-day free trial on paid plans, plus a free forever 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. Paid prices are lower when billed annually, and ClickUp often runs offer discounts on top.
⚠️ Warnung: You upgrade your entire workspace at once. Every team member moves to the same paid plan together, so plan headcount before you pay.
Wichtigste Vorteile von ClickUp
Here is what makes ClickUp worth considering:
- Many project views: Switch between List, Board, Calendar, Gantt charts, and Timeline. The Kanban board view suits agil Teams.
- ClickUp Brain: The AI assistant tracks workloads and time. It helps you manage tasks and surface insights.
- Integrierte Zeiterfassung: Native timers and manual logging cover billable hours. Workload views help prevent burnout.
- Umfangreiche Anpassungsmöglichkeiten: Custom fields, custom dashboards, and over 1,000 templates fit any workflow. Reporting tracks KPIs in real time.
- Built-in collaboration: A whiteboard feature, docs, and team messenger keep team communication in one spot. Real time editing keeps everyone synced.
- Mehr als 1.000 Integrationen: Connect Slack, Google Drive, Zoom, and more. API access covers all the necessary APIs for custom builds.
What Our Team Noticed
Our writer used ClickUp for everyday task management and project tracking. Here is what stood out from that hands-on time:
ClickUp: Vor- und Nachteile
✅ Vorteile
- Der kostenlose Plan unterstützt unbegrenzt viele Nutzer.
- 15+ project views, including Gantt and Kanban
- Strong value for money against most rivals
- Over 1,000 integrations and 1,000+ templates
❌ Nachteile
- Interface feels complex for new users
- Reporting tools are scattered across the platform
- No phone support on any ClickUp plan
Funktionsvergleich
Ready for a detailed look at Salesmate vs ClickUp? These tools solve different jobs, so we compare them on the features that matter for each.
We cover nine key areas to help you pick the right platform for your team.
| Besonderheit | Verkäufer | ClickUp |
|---|---|---|
| Startpreis | 23 $/Nutzer/Monat | 7 US-Dollar/Nutzer/Monat |
| Kostenloser Plan | ❌ | ✅ |
| Core Function | CRM & Vertriebspipeline | Projektmanagement |
| KI-Assistent | ✅ Sandy AI | ✅ ClickUp Brain |
| Zeiterfassung | ❌ | ✅ |
| Gantt & Kanban Board | ❌ | ✅ |
| Integrierte Anruffunktion | ✅ | ❌ |
| Terminplaner | ✅ | ✅ |
| Integrationen | 700+ | 1,000+ |
| Am besten geeignet für | Vertriebsteams | Projekt- und Aufgabenmanagement |
1. Core Function: Deals vs Projects
Verkäufer: Salesmate is built to track deals and move them through a visual sales pipeline. Sales reps manage leads, log customer interactions, and push prospects toward more deals. The whole sales process lives inside one CRM.
ClickUp: ClickUp is built to manage projects and tasks. You create tasks, assign tasks to a team member, and set a due date. A multi-level hierarchy of Workspaces, Spaces, Folders, and Lists handles complex projects with ease.
⚠️ Warnung: These two do different jobs. Salesmate will not run your project board. ClickUp will not run your sales forecasting.
2. Views and Reporting
Verkäufer: Salesmate’s platform gives you reports and dashboards for sales performance. You see actionable insights on deals, contacts, and sales forecasting. The analytics focus on revenue, not project status.
ClickUp: ClickUp offers a Kanban board, List, Calendar, Gantt charts, and Timeline. Custom dashboards track KPIs and team capacity in real time. You can view tasks the way each team prefers.
3. Automatisierung
Verkäufer: Salesmate runs automation journeys for multi-channel drip campaigns and follow ups. Chatbots capture leads on your site. The system handles repetitive tasks so reps spend less time on data entry.
ClickUp: ClickUp lets you automate work with customizable rules and over 100 pre-built templates. The AI automation Bauherr sets up triggers without code. This keeps workflow steps moving across multiple projects.
4. KI-Assistent
Verkäufer: Sandy AI is the Salesmate assistant. It drafts emails, summarizes calls, and supports email tracking. Reusable email templates speed up outreach so reps can book meetings faster.
ClickUp: ClickUp Brain is the AI assistant inside the platform. It tracks workloads, summarizes docs, and helps you manage tasks. It earns a high score from teams that want AI woven into project work.
5. Time Tracking and Scheduling
Verkäufer: Salesmate has a meeting scheduler that lets prospects book meetings online. That saves time for the support team and the sales reps. It does not track project hours, since that is not its job.
ClickUp: ClickUp has built-in time tracking with native timers and manual logging. You bill hours against estimates and watch workload views. This is a huge plus for agencies and marketing teams.
6. Calendar and Contacts
Verkäufer: Salesmate tracks companies and accounts alongside contacts. It enriches records and logs every touch automatically. This gives reps a full view of customer interactions without manual data entry.
ClickUp: The ClickUp Calendar plots new tasks and deadlines beside your schedule. You drag work onto a date and track what is due next. It keeps project timelines and personal planning together.
7. Templates and Forms
Verkäufer: Salesmate lets you build personalized web forms. Embed them on a site or share a link to capture leads. New entries flow straight into your pipeline as fresh contacts.
ClickUp: ClickUp ships over 1,000 pre-built templates and custom fields. The builder templates spin up a new workspace in minutes. That saves setup time and helps you import data fast.
8. Zusammenarbeit
Verkäufer: Salesmate supports team collaboration with shared notes and tagging. Reps keep a full communication history on each deal. It is solid for sales, but lighter on broad team communication.
ClickUp: ClickUp adds a whiteboard feature, docs, and a team messenger. The AI Notetaker captures meetings, and real time editing keeps everyone in sync. These communication features fit cross-team business operations.
9. Integrations and Search
Verkäufer: Salesmate connects with over 700 other apps. It works inside Gmail and supports Zapier integrations, Google Apps, and Microsoft apps. That breadth is a huge plus for mixed tool stacks.
ClickUp: ClickUp integrates with over 1,000 tools, including Slack, Google Drive, and Zoom. Enterprise Search pulls results across every connected app. API access opens the door for custom workflow builds.
10. Preisgestaltung & Kosten
Lasst uns die Preispläne nebeneinander vergleichen.
| Planen | Verkäufer | ClickUp |
|---|---|---|
| Frei | ❌ (Nur 15-tägige Testphase) | ✅ Für immer kostenlos |
| Eintritt bezahlt | 23 $/Nutzer/Monat (Basisversion) | 7 $/Nutzer/Monat (Unbegrenzt) |
| Mittleres Niveau | 39 $/Nutzer/Monat (Pro) | 12 $/Nutzer/Monat (Geschäftskunden) |
| Vollständiges Finanzmanagement | 63 $/Nutzer/Monat (Geschäftskunden) | Kundenspezifisch (Unternehmen) |
Verkäufer: The Basic paid plan starts at $23 per user. There is no free plan, only a 15-day trial. For a CRM with built-in calling, that price is fair, but it is not cheap for smaller teams.
ClickUp: ClickUp plans start lower and the free plan is generous. The Unlimited plan is $7 per user, and the Business plan is $12 per user. Prices drop when billed annually, which helps you save money.
Verschiedene Szenarien
| Falls Sie Folgendes benötigen: | Wählen | Warum |
|---|---|---|
| A sales CRM | Verkäufer | Built to track deals and close sales |
| Projektmanagement | ClickUp | 15+ views for tasks and projects |
| Ein kostenloser Plan | ClickUp | Kostenlos und für immer mit unbegrenzter Nutzerzahl |
| Integrierte Anruffunktion | Verkäufer | Calls, recording, voicemail drops |
| Zeiterfassung | ClickUp | Native timers and billable hours |
| Niedrigste Kosten | ClickUp | Starts at $7 per user |
💰 Ihr Budget
ClickUp wins on price with a free forever plan and $7 entry tier. Salesmate has no free plan and starts at $23 per user.
🔌 Dein Tech-Stack
Both connect widely. Salesmate offers 700+ apps with Zapier integrations. ClickUp offers 1,000+ tools, including Google Drive and Slack.
📊 Your Core Job
Pick Salesmate to manage a sales pipeline and forecast revenue. Pick ClickUp to manage projects, assign tasks, and hit deadlines.
🎓 Dein Erfahrungslevel
ClickUp packs many features, so the interface feels complex at first. ClickUp University and live training help new users get up to speed.
🆓 Kostenlose Testversionen und Demos
Test both before you commit. Salesmate gives a 15-day free trial with no card. ClickUp adds a free plan you can use as long as you like.
🛟 Supportoptionen
Salesmate’s support team is praised as quick and helpful. ClickUp offers a knowledge base, live chat, and live onboarding training, but no phone support.
Umstellungsleitfaden
Already using one of these tools? Here is what to expect if you switch. Remember, these cover different jobs, so most teams run both rather than replace one with the other.
🔄 Switching from Salesmate to ClickUp?
✅ Was Sie davon haben:
- A free forever plan with unlimited users
- Gantt charts, Kanban board, and time tracking
- Stronger team communication and a whiteboard feature
❌ Was Sie verlieren werden:
- A true visual sales pipeline for sales reps
- Built-in calling with recording and voicemail drops
- Sales forecasting and deal-focused analytics
📋 So wechseln Sie:
- Export contacts and deals from Salesmate as a CSV
- Create a ClickUp account and pick a CRM template
- Import data into a new List and map your fields
🔄 Switching from ClickUp to Salesmate?
✅ Was Sie davon haben:
- A purpose-built CRM for the sales process
- Built-in calling and a meeting scheduler
- Deal tracking and sales performance dashboards
❌ Was Sie verlieren werden:
- The free plan and low $7 per user pricing
- Project views like Gantt charts and Timeline
- Integrierte Zeiterfassung und Ressourcenverwaltung
📋 So wechseln Sie:
- Export your contacts and notes from ClickUp
- Start a 15-day Salesmate free trial, no card needed
- Import contacts and build your first pipeline
What Our Review Didn’t Cover
This comparison focused on core features, pricing, and everyday use for small businesses and growing teams. We did not test enterprise plan rollouts, custom API access at scale, or how each tool performs with hundreds of users. Our notes are based on the June 2026 versions, and new features may have shipped since. If you run a large sales org or need deep marketing automation, your priorities may differ from what we cover here.
Endgültiges Urteil
| Kategorie | Gewinner |
|---|---|
| 💰 Preisgestaltung | ClickUp |
| 🚀 Kernfunktionen | Tie (different jobs) |
| 📊 Vertriebspipeline | Verkäufer |
| 🗂️ Project Management | ClickUp |
| 👶 Benutzerfreundlichkeit | Verkäufer |
| 🔌 Integrationen | ClickUp |
| 🏆 Gesamtsieger | ClickUp |
🏆 GEWINNER: CLICKUP
ClickUp wins 3 of 6 categories and ties on a fourth.
Ideal für: Project management, task management, and teams that want a free plan.
Salesmate and ClickUp are two very different products.
Salesmate is a CRM for the sales process and pipeline management. ClickUp is a project management platform for tasks and projects.
Salesmate is excellent if your team lives in deals and customer relationships. Its built-in calling and meeting scheduler are real strengths for sales reps.
But for most teams that need to manage projects and save money, ClickUp is the better pick. It costs less, includes a free forever plan, and covers more business operations in one place.
Mehr von Salesmate im Vergleich
After extensive research, here is how Salesmate stacks up against other CRM software. We compared at least six others, but these four are the closest alternative options for most buyers.
Salesmate punktet in folgenden Bereichen: Lower entry price, built-in calling, faster setup for smaller teams.
HubSpot punktet in folgenden Bereichen: A free CRM tier, deeper marketing automation, and a larger app marketplace.
Salesmate vs Salesforce
Salesmate punktet in folgenden Bereichen: Simpler interface, lower cost per user, and quicker time to train users.
Salesforce punktet bei: Enterprise depth, broad customization, and stronger sales forecasting at scale.
Salesmate punktet in folgenden Bereichen: Customizable sales process, voicemail drops, and a praised support team.
Freshsales punktet bei: A free starter tier, built-in chat, and tighter ties to the Freshworks suite.
Salesmate vs Keap
Salesmate punktet in folgenden Bereichen: Cleaner pipeline management, lower price, and a gentler learning curve.
Keap gewinnt durch: Stronger email campaigns, e-commerce tools, and built-in invoicing for solo businesses.
Mehr zu ClickUp im Vergleich
Here is how ClickUp compares to other project management tools. These four give you various options if ClickUp does not fit your workflow.
ClickUp vs. Asana
ClickUp gewinnt in: More project views, built-in time tracking, and better value per user.
Asana gewinnt in folgender Hinsicht: A cleaner interface, gentler onboarding, and polished workflow rules for new users.
ClickUp vs Monday.com
ClickUp gewinnt in: Better value for money, a free forever plan, and deeper customization.
Monday.com gewinnt in folgenden Kategorien: A friendlier interface, faster setup, and colorful boards out of the box.
ClickUp vs. Trello
ClickUp gewinnt in: Gantt charts, time tracking, and a richer set of essential features.
Trello punktet bei: Dead-simple Kanban board setup, a gentle learning curve, and quick solo use.
ClickUp vs Vorstellung
ClickUp gewinnt in: Real project management, dashboards, and resource management for teams.
Notion gewinnt in folgenden Kategorien: Flexible docs, a slick wiki, and free-form notes for solo workers.
Häufig gestellte Fragen
Wozu wird Salesmate verwendet?
Salesmate is CRM software that helps sales reps track deals, manage leads, and build lasting customer relationships. It also handles calling, email tracking, and the meeting scheduler in one place.
Wozu wird ClickUp verwendet?
ClickUp is project management software that helps teams plan, track, and manage projects. You create tasks, assign tasks, set a due date, and manage tasks across one workspace.
Ist ClickUp tatsächlich kostenlos?
Yes. ClickUp’s free plan is free forever and supports an unlimited number of users. It is great for solo workers and smaller teams, though paid plans add more storage and features.
Wie viel kostet der ClickUp-Tarif?
ClickUp plans start free. The Unlimited plan is $7 per user per month, and the Business plan is $12 per user per month. The Enterprise plan uses custom pricing.
Which is better for my team, Salesmate or ClickUp?
Pick Salesmate if you need a CRM for sales and deals. Pick ClickUp if you need project management and task management. Many businesses run both side by side.
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