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Salesmate vs ClickUp: Which CRM is The Best CRM in 2026?

por | Last updated Jun 12, 2026

Ganador
clic hacia arriba
4.3
  • 15+ Project Views Included
  • ClickUp Brain Asistente de IA
  • Más de 1000 integraciones
  • Plan gratuito para siempre
  • Built-in Time Tracking
  • Usuarios ilimitados en el plan gratuito.
  • Planes de pago desde 7 $/usuario/mes
Subcampeón
Compañero de ventas
3.3
  • Canal de ventas visual
  • Sandy IA Automatización
  • Built-in Calling & Recording
  • Incorporado Reunión Programador
  • Más de 700 integraciones de aplicaciones
  • Prueba gratuita de 15 días
  • Planes de pago desde 23 $/usuario/mes

⚡ Quick Verdict:

  • Precios: ClickUp starts at $7/user/month with a free forever plan. Salesmate starts at $23/user/month.
  • Ideal para: ClickUp for project management and task management. Salesmate for the sales process and pipeline management.
  • Diferencia clave: 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 negocio operaciones.
Salesmate vs ClickUp Comparison

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.

Descripción general

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.

¿Qué es Salesmate?

Página principal de 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 bienes raíces compañía.

Demostración y análisis de Salesmate.io CRM (Guía completa)

Compañero de ventas

⭐ 3.3/5 | 💰 Desde $23/usuario/mes

Salesmate is a cloud-based CRM built for sales teams. It tracks deals, automates datos entry, and helps you close more deals.

Precios de Salesmate

Aquí está el precio de Salesmate en 2026. Vamos a desglosarlo.

PlanPrecioMejor para
Básico$23/usuario/mesRepresentantes individuales y equipos pequeños que están comenzando
Pro$39/usuario/mesEquipos en crecimiento que necesitan automatización journeys
Negocio$63/usuario/mesLarger sales teams and advanced analytics

Pricing verified June 2026.

Precios de Salesmate

Prueba gratuita: Yes. Salesmate offers a 15-day free trial with no credit card required.

Descuentos: Salesmate runs a Black Friday promotion with 10% off all annual plans.

📌 Nota: Every paid plan includes the visual sales pipeline, built-in calling, and the meeting scheduler. Higher tiers add automation journeys and deeper reportando.

⚠️ Advertencia: Some users report that Salesmate can delete leads if a payment is missed. Keep your billing current to protect your data.

Principales ventajas de 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.
  • Llamadas integradas: 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 integraciones.
  • CRM móvil: Get full access to data and activities on mobile. Your contacts and deals viajar contigo.
Principales beneficios de Salesmate

What Our Team Noticed

Nuestro escritor signed up for Salesmate and spent several days inside the platform. Here is what stood out:

Experiencia personal del compañero de ventas

Ventajas y desventajas de Salesmate

✅ Ventajas
  • 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
❌ Contras
  • Algunos usuarios informan de errores en el editor de plantillas de correo electrónico.
  • Weaker for marketing automation than rival tools
  • Can delete leads if a payment is missed

¿Qué es ClickUp?

Haga clic hacia arriba

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, pequeñas empresas, and large marketing teams alike.

🏆 Winner: ClickUp

⭐ 4.3/5 | 💰 Desde $7/usuario/mes

ClickUp is a customizable project management platform. It centralizes tasks, docs, and team communication for any workflow.

Precios de ClickUp

Here is what ClickUp costs in 2026. The free forever plan is the headline.

PlanPrecioMejor para
Gratis$0Solo workers and personal use, completely free
Ilimitado7 dólares por usuario al mesSmall teams that manage multiple projects
Negocio$12 por usuario al mesMid-size teams needing resource management
EmpresaCostumbreLarge orgs needing HIPAA and single sign on

Pricing verified June 2026.

Precios de Clickup

Prueba gratuita: Yes. ClickUp offers a 15-day free trial on paid plans, plus a free forever plan.

Garantía de devolución de dinero: ClickUp ofrece una garantía de reembolso de 30 días en todos los planes de pago.

📌 Nota: 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.

⚠️ Advertencia: You upgrade your entire workspace at once. Every team member moves to the same paid plan together, so plan headcount before you pay.

Principales ventajas de 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 ágil equipos.
  • ClickUp Brain: The AI assistant tracks workloads and time. It helps you manage tasks and surface insights.
  • Control de tiempo integrado: Native timers and manual logging cover billable hours. Workload views help prevent burnout.
  • Personalización profunda: 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.
  • Más de 1000 integraciones: Connect Slack, Google Drive, Zoom, and more. API access covers all the necessary APIs for custom builds.
Los mejores beneficios de ClickUp

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:

Experiencia personal de ClickUp

Ventajas y desventajas de ClickUp

✅ Ventajas
  • El plan gratuito permanente admite usuarios ilimitados.
  • 15+ project views, including Gantt and Kanban
  • Strong value for money against most rivals
  • Over 1,000 integrations and 1,000+ templates
❌ Contras
  • Interface feels complex for new users
  • Reporting tools are scattered across the platform
  • No phone support on any ClickUp plan

Comparación de características

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.

CaracterísticaCompañero de ventasHaga clic hacia arriba
Precio inicial$23/usuario/mes7 dólares por usuario al mes
Plan gratuito
Core FunctionCRM y canal de ventasGestión de proyectos
Asistente de IA✅ Sandy AI✅ ClickUp Brain
Seguimiento del tiempo
Gantt & Kanban Board
Llamadas integradas
Planificador de reuniones
Integraciones700+1,000+
Mejor paraEquipos de ventasGestión de proyectos y tareas

1. Core Function: Deals vs Projects

Compañero de ventas: 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.

Salesmate Gestionar tratos

Haga clic hacia arriba: 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.

Gestión de proyectos de Clickup

⚠️ Advertencia: These two do different jobs. Salesmate will not run your project board. ClickUp will not run your sales forecasting.

2. Views and Reporting

Compañero de ventas: 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.

Análisis de informes de Salesmate

Haga clic hacia arriba: 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.

Kanban de clic ascendente

3. Automatización

Compañero de ventas: 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.

13 - Chat Messenger - Salesmate

Haga clic hacia arriba: ClickUp lets you automate work with customizable rules and over 100 pre-built templates. The AI automation constructor sets up triggers without code. This keeps workflow steps moving across multiple projects.

Generador de automatización de IA ClickUp

4. Asistente de IA

Compañero de ventas: 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.

Plantillas de correo electrónico para compañeros de ventas

Haga clic hacia arriba: 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.

Haga clic hacia arriba

5. Time Tracking and Scheduling

Compañero de ventas: 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.

Programador de reuniones de Salesmate

Haga clic hacia arriba: 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.

Seguimiento del tiempo de clic

6. Calendar and Contacts

Compañero de ventas: 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.

Empresas de seguimiento de Salesmate

Haga clic hacia arriba: 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.

Haga clic hacia arriba

7. Templates and Forms

Compañero de ventas: 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.

10 - Crear formularios web - Salesmate

Haga clic hacia arriba: 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.

Plantillas de creación de clics

8. Colaboración

Compañero de ventas: 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.

Impulsa la colaboración y la toma de decisiones en equipo con Salesmate CRM.

Haga clic hacia arriba: 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.

Haga clic hacia arriba

Compañero de ventas: 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.

Integra herramientas de videoconferencia para tus reuniones dentro de Salesmate.

Haga clic hacia arriba: 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.

Haga clic hacia arriba

10. Precios y costos

Vamos a comparar los planes de precios uno al lado del otro.

PlanCompañero de ventasHaga clic hacia arriba
Gratis❌ (Solo prueba de 15 días)✅ Gratis para siempre
Entrada pagada$23/usuario/mes (Básico)7 dólares por usuario al mes (ilimitado)
Nivel medio$39/usuario/mes (Pro)$12/usuario/mes (Empresas)
Nivel superior63 $/usuario/mes (Empresas)Personalizado (Empresa)

Compañero de ventas: 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.

Haga clic hacia arriba: 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.

Diferentes escenarios

Si lo necesitaElegirPor qué
A sales CRMCompañero de ventasBuilt to track deals and close sales
Gestión de proyectosHaga clic hacia arriba15+ views for tasks and projects
Un plan gratuitoHaga clic hacia arribaGratis para siempre con usuarios ilimitados.
Llamadas integradasCompañero de ventasCalls, recording, voicemail drops
Seguimiento del tiempoHaga clic hacia arribaNative timers and billable hours
Costo más bajoHaga clic hacia arribaStarts at $7 per user

💰 Tu presupuesto

ClickUp wins on price with a free forever plan and $7 entry tier. Salesmate has no free plan and starts at $23 per user.

🔌 Tu conjunto de tecnologías

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.

🎓 Tu nivel de experiencia

ClickUp packs many features, so the interface feels complex at first. ClickUp University and live training help new users get up to speed.

Pruebas y demostraciones gratuitas 🆓

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.

🛟 Opciones de soporte

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.

Guía de cambio

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?

✅ Lo que ganarás:

  • A free forever plan with unlimited users
  • Gantt charts, Kanban board, and time tracking
  • Stronger team communication and a whiteboard feature

❌ Lo que perderás:

  • A true visual sales pipeline for sales reps
  • Built-in calling with recording and voicemail drops
  • Sales forecasting and deal-focused analytics

📋 Cómo cambiar:

  1. Export contacts and deals from Salesmate as a CSV
  2. Create a ClickUp account and pick a CRM template
  3. Import data into a new List and map your fields
🔄 Switching from ClickUp to Salesmate?

✅ Lo que ganarás:

  • A purpose-built CRM for the sales process
  • Built-in calling and a meeting scheduler
  • Deal tracking and sales performance dashboards

❌ Lo que perderás:

  • The free plan and low $7 per user pricing
  • Project views like Gantt charts and Timeline
  • Built-in time tracking and resource management

📋 Cómo cambiar:

  1. Export your contacts and notes from ClickUp
  2. Start a 15-day Salesmate free trial, no card needed
  3. 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.

Veredicto final

CategoríaGanador
💰 PreciosHaga clic hacia arriba
🚀 Características principalesTie (different jobs)
📊 Embudo de ventasCompañero de ventas
🗂️ Project ManagementHaga clic hacia arriba
👶 Facilidad de usoCompañero de ventas
🔌 IntegracionesHaga clic hacia arriba
🏆 Ganador absolutoHaga clic hacia arriba

🏆 WINNER: CLICKUP

ClickUp wins 3 of 6 categories and ties on a fourth.

Ideal para: 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.

Más de Salesmate comparado

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 frente a HubSpot

Salesmate gana en: Lower entry price, built-in calling, faster setup for smaller teams.

HubSpot triunfa en: A free CRM tier, deeper marketing automation, and a larger app marketplace.

Salesmate vs Fuerza de ventas

Salesmate gana en: Simpler interface, lower cost per user, and quicker time to train users.

Salesforce gana en: Enterprise depth, broad customization, and stronger sales forecasting at scale.

Salesmate frente a Freshsales CRM

Salesmate gana en: Customizable sales process, voicemail drops, and a praised support team.

Freshsales gana en: A free starter tier, built-in chat, and tighter ties to the Freshworks suite.

Salesmate vs Keap

Salesmate gana en: Cleaner pipeline management, lower price, and a gentler learning curve.

Sigue ganando: Stronger email campaigns, e-commerce tools, and built-in invoicing for solo businesses.

Más sobre ClickUp en comparación

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 gana en: More project views, built-in time tracking, and better value per user.

Asana gana en: A cleaner interface, gentler onboarding, and polished workflow rules for new users.

ClickUp vs Monday.com

ClickUp gana en: Better value for money, a free forever plan, and deeper customization.

Monday.com gana en: A friendlier interface, faster setup, and colorful boards out of the box.

ClickUp vs Trello

ClickUp gana en: Gantt charts, time tracking, and a richer set of essential features.

Trello gana en: Dead-simple Kanban board setup, a gentle learning curve, and quick solo use.

ClickUp vs Noción

ClickUp gana en: Real project management, dashboards, and resource management for teams.

Notion gana en: Flexible docs, a slick wiki, and free-form notes for solo workers.

Las mejores herramientas CRM para tus necesidades

Preguntas frecuentes

¿Para qué se utiliza Salesmate?

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.

¿Para qué se utiliza ClickUp?

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.

¿ClickUp es realmente gratis?

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.

How much does the ClickUp plan cost?

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.

Fahim Joharder, Fundador

Fahim Joharder, Fundador

Hemos probado más de 900 herramientas de IA. Contamos con más de 250.000 lectores mensuales.

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