⚡ Veredicto rápido:
- Precios: Zoho CRM starts at $10/month. ClickUp starts at $7 per user per month.
- Ideal para: Zoho CRM suits sales teams tracking deals. ClickUp suits internal teams running multiple projects.
- Diferencia clave: One is a crm system for customer data. The other is project management software for tasks.
- Versión gratuita: Zoho CRM is free for up to three users. ClickUp’s free plan allows an unlimited number of users.
- Nuestra elección: Zoho CRM for most pequeña empresa buyers who need lead generation and sales forecasting in one place.
Zoho CRM and ClickUp both promise to organize your business operations.
They are not competing for the same job.
Zoho CRM tracks leads, contact details, and sales activities.
ClickUp tracks tasks, deadlines, and project management work.
Many buyers compare them anyway, because both claim to be a unified platform.
This full comparison shows which one belongs in your tech stack.
Descripción general
This Zoho CRM vs ClickUp comparison covers pricing, core features, support, and ease of use.
Nuestro escritor spent hands-on time inside ClickUp directly.
Notes on Zoho CRM come from published documentation, pricing pages, and G2 reviews.
We also look at how each platform handles customer interactions and complex projects.
By the end, you will know which system fits your team.
¿Qué es Zoho CRM?
Zoho CRM is a customer relationship management tool for sales teams.
It works as a central store for customer data and contact details.
The platform offers lead scoring, deal management, and sales forecasting.
Zia, the built-in virtual assistant, predicts the best time to call a prospect.
Over 300,000 businesses use Zoho CRM globally, from solo workers to large businesses.
🏆 Winner: Zoho CRM
Track every lead, deal, and customer conversation in one crm system. The free version covers up to three users.
Precios de Zoho CRM
Here is what each paid plan costs. Annual subscribers pay less per seat.
| Plan | Precio | Mejor para |
|---|---|---|
| Gratis | $0 | Up to three users testing basic lead tracking |
| Estándar | $10/mes | Small teams that need workflow rules and standard reports |
| Profesional | $30/mes | Growing sales teams with inventory management needs |
| De primera calidad | $40/mes | Large businesses wanting advanced features |
Pricing verified August 2026.
Prueba gratuita: Yes. Paid tiers offer a 15-day trial with no card required.
Garantía de devolución de dinero: Zoho applies a 45-day refund window on annual plans.
📌 Nota: Paid plans allow unlimited integrations with third party apps. Personalized onboarding assistance is also included.
⚠️ Pricing conflict flagged: Our data sheet lists Standard at $10/month. Zoho’s own pages list four paid tiers from $14 to $52, with the Standard plan at $14 per user per month billed annually and the Enterprise plan at $40 per user. Seat count and region change the final number, so check the checkout page before you buy.
Principales ventajas de Zoho CRM
Here is what makes this crm worth a look:
- One home for customer data: Every account, note, and contact number sits in one record. Sales reps stop hunting through spreadsheets.
- Lead generation on autopilot: Website forms and your email client push new leads straight into the task list. Lead scoring ranks them for you.
- Talk on multiple channels: Phone, email, live chat, and social media feed into the same timeline. Real time notifications alert reps when a customer replies.
- Zia artificial intelligence: Zia AI agents flag stalled deals and suggest contact times. These ai features also power sales forecasting.
- Works with other Zoho tools: Zoho Campaign sends mass emails. Zoho Social schedules posts, and Libros de Zoho handles invoices.
- Reports you can read: Standard reports, pie charts, and dashboards show real time insights on annual goals. Google Analytics data can be pulled in too.
Lo que nuestro equipo observó
Note: We have not had extended hands-on time with Zoho CRM yet. The points above come from published documentation, the pricing page, and G2 reviews. G2 reviews highlight the clean interface for beginners, while the same reviews flag setup as complex.
Ventajas y desventajas de Zoho CRM
✅ Ventajas
- Free version covers up to three users
- Zia AI suggests the best contact times for sales superar a
- Workflow rules and macros automate tasks across sales processes
- Connects with over 100 third party apps, including Zoom and Slack
❌ Contras
- Steep learning curve once you customize modules
- Advanced features sit behind higher tier plans
- Free plan support replies take one to two business days
¿Qué es ClickUp?
ClickUp es un software de gestión de proyectos para equipos que gestionan proyectos de forma conjunta.
You create tasks, assign tasks, set a due date, and track progress.
A multi-level hierarchy holds Workspaces, Spaces, Folders, Lists, Tasks, and Subtasks.
Docs, chat, and a whiteboard feature sit inside the same management platform.
ClickUp Brain, the built-in ai assistant, tracks workloads and time spent on projects.
ClickUp includes goals, dashboards, and docs among its essential features.
Haga clic hacia arriba
Run task management, docs, and team communication in one workspace. The free forever plan has no user cap.
Precios de ClickUp
ClickUp offers one free tier and three paid steps above it. ClickUp plans charge per user.
| Plan | Precio | Mejor para |
|---|---|---|
| Gratis | $0 | Solo workers and smaller teams testing basic task management |
| Ilimitado | 7 dólares por usuario al mes | Pequeñas empresas that need unlimited storage and gantt charts |
| Negocio | $12 por usuario al mes | Marketing teams needing granular user permissions |
| Empresa | Costumbre | Grandes empresas que necesitan inicio de sesión único y cumplimiento de la HIPAA |
Pricing verified August 2026.
Prueba gratuita: Yes. Every paid plan comes with a 15-day free trial.
Garantía de devolución de dinero: ClickUp ofrece una garantía de reembolso de 30 días en todos sus planes de pago.
📌 Nota: The Enterprise plan adds Health Seguro Portability and Accountability Act (HIPAA) compliance, api access, and live onboarding training.
⚠️ Advertencia: You upgrade the entire workspace, not single seats. Every team member gets billed, even quiet ones.
Principales ventajas de ClickUp
Here is where this project management platform earns its high score:
- Plan gratuito generoso: ClickUp’s free plan allows an unlimited number of users. Custom fields are capped at 100 uses.
- Views for every workflow: List, Board, Calendar, Gantt, and Timeline let you view tasks your way. A kanban board suits sprint work.
- Control de tiempo integrado: Native timers and manual logging cover billable hours. Workload views support resource management and prevent burnout.
- Automatización that saves hours: Over 100 pre-built templates handle repeat work. Custom rules automate tasks you would otherwise repeat daily.
- Talk without leaving the tab: Communication features like docs, chat, and whiteboards cover team collaboration. Real time editing keeps everyone on the same page.
- Over 1,000 integrations: Slack, Google Drive, and Zoom connect in minutes. Sprint reports and burndown charts help dev teams.
Lo que nuestro equipo observó
Our writer signed up for ClickUp and used it for everyday task management. Here is what stood out from that hands-on time:
Ventajas y desventajas de ClickUp
✅ Ventajas
- El plan gratuito permanente admite usuarios ilimitados.
- Over 1,000 integrations, including Slack, Google Drive, and Zoom
- Built-in time tracking, timesheets, and workload views
- Gantt charts, kanban board, List, and Calendar views in one place
❌ Contras
- The interface feels overwhelming for new users
- Las herramientas de generación de informes están dispersas por toda la plataforma.
- Live chat starts with an AI chatbot, and there is no phone support
Comparación de características
Both tools carry many features. The overlap is smaller than the marketing suggests.
Here are ten areas that decide which software you should buy.
| Característica | Zoho CRM | Haga clic hacia arriba |
|---|---|---|
| Precio inicial | $10/mes | 7 dólares por usuario al mes |
| Plan gratuito | ✅ (three users) | ✅ (usuarios ilimitados) |
| Gestión de acuerdos | ✅ | ❌ |
| Gestión de tareas | ✅ Básico | ✅ Avanzado |
| Seguimiento del tiempo | ❌ | ✅ |
| Diagramas de Gantt | ❌ | ✅ |
| Campañas de marketing | ✅ | ❌ |
| Soporte de chat en vivo | ✅ | ✅ (chatbot first) |
| Integraciones | 100+ | 1,000+ |
| Mejor para | Sales teams and customer support | Internal teams running multiple projects |
1. Lead Generation and Task Management
Zoho CRM: Web forms and inbound emails create records without manual entry. Lead scoring sorts a basic lead from a hot one. Task management exists, but it stays tied to sales activities.
Haga clic hacia arriba: There is no lead generation engine here. What you get instead is deeper task work. You can assign tasks, nest subtasks, and add custom fields to any list.
2. Deal Management and Pipelines
Zoho CRM: Deal management is the core job. You can run multiple pipelines for different products or regions. Bigin covers small business teams that want something lighter.
Haga clic hacia arriba: A kanban board can fake a sales pipeline. It moves cards fine, but it will not calculate deal value or forecast revenue.
⚠️ Advertencia: Teams that rebuild a pipeline inside a project management tool usually lose forecasting accuracy. Sales reps end up updating two systems.
3. Marketing Campaigns and Automation
Zoho CRM: Workflow rules follow simple “if this, then that” logic. Macros fire several steps at once, and marketing campaigns sync back to the same contact record.
Haga clic hacia arriba: Automations trigger on status changes, owners, and due dates. Marketing teams use them to route briefs, not to send mass emails.
4. Templates and Page Building
Zoho CRM: The landing page constructor captures leads without a developer. Pages tie straight into campaigns, so tracking stays in one place.
Haga clic hacia arriba: Over 1,000 pre-built templates cover sprints, content calendars, and onboarding. You can import data from a spreadsheet and start in an hour.
5. Team Collaboration and Communication
Zoho CRM: The Feeds panel works like instant messaging for remote colleagues. Community Spaces gives customers and internal teams a shared forum.
Haga clic hacia arriba: Team communication happens in chat, docs, and comments on each task. An AI notetaker writes reunión notes, and guest access lets clients view tasks.
6. Herramientas de atención al cliente
Zoho CRM: SalesIQ adds live chat to your site and logs the conversation. Support teams see the same customer record that sales uses.
Haga clic hacia arriba: Enterprise search pulls answers from docs and tasks across the company. Support runs through a knowledge base, ClickUp University, and live chat.
7. Seguimiento del tiempo y gestión de recursos
Zoho CRM: There is no native timer for billable hours. Zoho Project Plus covers that job, which means a second subscription.
Haga clic hacia arriba: Timers, estimates, and timesheets are built in. Workload views show who has capacity before you assign complex tasks.
💡 Consejo profesional: ClickUp’s time tracking is helpful, but some users describe logging entries as clunky. Test it during the trial.
8. Integraciones y aplicaciones de terceros
Zoho CRM: Over 100 connections cover telephony, email marketing, and documentation. Zoom, Slack, Google Chat, and Microsoft Teams are all supported.
Haga clic hacia arriba: The count passes 1,000 apps, including Google Drive and Zoom. Calendar sync pulls meetings next to new tasks so nothing collides.
9. Artificial Intelligence Features
Zoho CRM: Zia predicts optimal contact times from client behavior. The same engine powers ai-driven analytics and Service Plus ticket routing.
Haga clic hacia arriba: ClickUp Brain answers questions about your workspace and drafts updates. It helps you save time on status reports across multiple projects.
10. Precios y costos
Here are the plans side by side. Both vendors offer discounts for yearly billing.
| Plan | Zoho CRM | Haga clic hacia arriba |
|---|---|---|
| Gratis | $0 (three users) | $0 (usuarios ilimitados) |
| Plan de entrada de pago | Estándar: $10/mes | Ilimitado: 7 $/usuario/mes |
| Nivel medio | Profesional: $30/mes | Business plan: $12/user/month |
| Nivel superior | Premium: $40/mes | Empresa: Personalizada |
Zoho CRM: Zoho CRM’s Standard plan is the cheapest way to get workflow rules. Annual subscribers can save up to 34 percent, and the free version is completely free for three seats.
Haga clic hacia arriba: The unlimited plan looks cheap at $7 per user. Costs climb fast because every paid plan charges per user across the whole workspace.
Diferentes escenarios
| Si lo necesita | Elegir | Por qué |
|---|---|---|
| A free tool for a big group | Haga clic hacia arriba | No cap on accounts |
| Previsión de ventas | Zoho CRM | Pipeline maths built in |
| Time tracking for billable work | Haga clic hacia arriba | Temporizadores y hojas de horas nativos |
| To track customers end to end | Zoho CRM | One record per company |
| Gantt views for complex projects | Haga clic hacia arriba | Timeline and dependencies |
| Cheaper seats as you grow | Zoho CRM | Flat plan, not per user |
💰 Tu presupuesto
ClickUp looks cheaper until you multiply the price per user. Zoho CRM’s flat monthly tiers stay predictable as headcount grows.
🔌 Tu conjunto de tecnologías
Already running other Zoho tools like Zoho Books or Zoho Social? The crm plugs in without extra setup. ClickUp connects to more outside business software, and other features like dashboards work with that data.
📈 Your Sales Processes
If revenue depends on follow-ups, the crm system wins. ClickUp will manage tasks well but ignores deal value.
🎓 Tu nivel de experiencia
Both tools ask for setup time. ClickUp’s features overwhelm new users, and Zoho CRM gets tricky once you customize modules.
Pruebas y demostraciones gratuitas 🆓
Each vendor gives a 15-day trial on paid tiers. Load real customer data first, or the demo tells you nothing.
🛟 Opciones de soporte
Zoho answers free accounts within one to two business days, while Enterprise support promises a one-hour reply around the clock. ClickUp runs live chat outside business hours and adds live training on higher plans.
Guía de cambio
Already running one of these? Here is what changes when you move.
🔄 Switching from Zoho CRM to ClickUp?
✅ Lo que ganarás:
- Gantt charts, timelines, and workload views for complex projects
- Native time tracking against estimates
- A free plan with no seat limit
❌ Lo que perderás:
- Lead scoring and pipeline forecasting
- Zia AI contact-time suggestions
- Built-in marketing campaigns and mass email sending
📋 Cómo cambiar:
- Export contacts, deals, and notes from Zoho CRM as CSV files
- Create a ClickUp workspace and map fields to custom fields
- Import data, then rebuild reports as dashboards
🔄 Switching from ClickUp to Zoho CRM?
✅ Lo que ganarás:
- Real deal management with multiple pipelines
- Omnichannel logging of every customer conversation
- Flat pricing instead of a charge per seat
❌ Lo que perderás:
- Whiteboards, docs, and real time editing
- Timers and timesheets for billable hours
- A free tier that covers your whole team
📋 Cómo cambiar:
- Export lists and contact details from your ClickUp workspace
- Open a Zoho CRM trial and pick the modules you need
- Upload the files, then set workflow rules for follow-ups
Lo que nuestra reseña no cubrió
This comparison focused on small business and mid-size buyers. We did not test custom api access, migration at scale, or single sign on rollouts inside a large company. Enterprise contracts and the Ultimate plans sold to bigger accounts sit outside our scope. User feedback in this piece came from public G2 reviews. Feature sets change often, so check both vendors for new features before you sign.
Veredicto final
| Categoría | Ganador |
|---|---|
| 💰 Precios | Haga clic hacia arriba |
| 🚀 Características principales | Zoho CRM |
| 📊 Análisis e informes | Zoho CRM |
| 🤝 Colaboración en equipo | Haga clic hacia arriba |
| 👶 Facilidad de uso | Zoho CRM |
| 🔌 Integraciones | Haga clic hacia arriba |
| 🛟 Soporte al cliente | Zoho CRM |
| 🏆 Ganador absoluto | Zoho CRM |
🏆 GANADOR: ZOHO CRM
Zoho CRM wins 4 out of 7 categories.
Ideal para: lead generation, deal management, customer support, and reporting on annual goals
These are two different products aimed at two different jobs. Zoho CRM organizes revenue. ClickUp organizes work.
ClickUp is the stronger buy if your bottleneck is delivery. It has enough features to run marketing sprints, product roadmaps, and client work in one place.
Zoho CRM takes the overall win because most buyers searching this comparison need a sales system first. It tracks contacts, quotes, and follow-ups that a task tool simply does not model.
Plenty of teams run both. The crm holds the customer, and the project tool holds the work.
Comparativa de Zoho CRM
Here is how Zoho CRM lines up against rivals buyers shortlist most often:
Zoho CRM gana en: lower entry price, a free tier for three seats, faster setup for a first-time buyer
Salesforce gana en: depth of customization, partner network for large rollouts, reporting built for complex org charts
Zoho CRM gana en: cost at higher contact volumes, tighter link to other Zoho tools, more control over module layout
HubSpot triunfa en: gentler onboarding, stronger content marketing hub, cleaner reporting out of the box
Zoho CRM vs Pipedrive
Zoho CRM gana en: broader feature range beyond sales, native customer support tools, ai features on mid tiers
Pipedrive gana en: simpler pipeline screen, quicker rep adoption, less admin work to maintain
Más sobre ClickUp en comparación
ClickUp faces a crowded field of project management tools:
ClickUp vs Asana
ClickUp gana en: a free tier with no user cap, built-in timers, more view types per list
Asana gana en: calmer interface, shorter ramp-up for a new team member, steadier mobile app
ClickUp vs Monday.com
ClickUp gana en: better value at the same seat count, docs and whiteboards included, deeper task hierarchy
Monday.com gana en: friendlier board design, faster first-week setup, clearer permission screens
ClickUp vs Noción
ClickUp gana en: sprint reporting, workload capacity views, automation rules that fire on status
Notion gana en: writing and wiki work, flexible page design, lighter feel for solo use
Preguntas frecuentes
How much does Zoho CRM cost?
Paid tiers run from $10 to $40 per month in our data sheet. A free tier covers three seats. Zoho’s own pages quote higher figures billed annually.
¿ClickUp es realmente gratis?
Yes. The free forever plan has no seat limit and covers unlimited tasks. Custom fields, storage per file, and dashboards are the main limits.
Is Zoho CRM cheaper than Salesforce?
Yes, at entry level. Zoho starts far below Salesforce and includes a free tier. The gap narrows once you add advanced modules and paid support.
¿Para qué es mejor ClickUp?
Teams that plan and deliver work. It handles sprints, content calendars, and client projects, with timers and dashboards that track progress in one workspace.
¿Puedo usar ambas herramientas juntas?
Yes, and many teams do. Keep customer records in the crm and delivery work in the project tool. Connect them through Zapier or native apps.
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