Feeling lost in the CRM jungle? You need a tool.
Folk and ClickUp are popular. But which one fits you best? It’s tough to decide.
Both promise to organize your contacts.
This guide breaks down Folk vs ClickUp and looks at features, pricing, and who wins.
By the end, you’ll know exactly which CRM to pick.
Let’s make your life easier.
Overview
To give you the best comparison, we dove deep.
Our team tested both Folk and ClickUp extensively.
We explored their features, used them for daily tasks, and analyzed their strengths and weaknesses.
This hands-on approach ensures an accurate overview.
It excels at managing 10,000 contacts and building relationships. It has powerful automation.
Pricing: It has a free trial. The premium plan starts at $20/month.
Key Features:
- Sales pipelines
- Advanced reports
- Android app
Boost productivity by 25%! ClickUp helps you manage sales, projects, docs, and more.
Pricing: It has a free plan. The premium plan starts at $7/month.
Key Features:
- Task Management
- Project Management
- Collaboration Tools
What is Folk?
Okay, let’s discuss Folk. It’s a CRM built for modern teams.
Think easy contact management. It keeps your people’s data organized.
You can share contacts and work together. It’s clean and simple.
Also, explore our favorite Folk alternatives…
Our Take
It excels at managing 10,000 contacts and building relationships. It has powerful automation that some businesses need.
Key Benefits
- Manage 10,000 contacts.
- Connect five email accounts.
- No warranty mentioned.
Pricing
All the plans will be billed annually.
- Standard: $20/member/month.
- Premium: $40/member/month.
Pros
Cons
What is ClickUp?
Now, let’s look at ClickUp. It’s a powerhouse.
Think all-in-one workspace. Tasks, docs, goals, and more. It’s built for teams.
You can manage projects of any size. It’s really flexible.
Also, explore our favorite ClickUp alternatives…
Our Take
It’s incredibly powerful and flexible. The free plan is very generous, and it has many features for managing projects. However, due to its many options, it can be overwhelming at first, and the learning curve can be steep for new users.
Key Benefits
- Centralized workspace for tasks.
- Offers a free forever plan.
- Supports over 1,000 integrations.
- Customizable workflows and views.
- Comprehensive reporting features.
Pricing
- Free: Best for personal use.
- Unlimited: $7/user.
- Business: $12/user.
- Enterprise: Contact them for custom pricing based on your requirements.
Pros
Cons
Feature Comparison
This comparison evaluates Folk, a specialized platform for customer relationship management ., against
ClickUp, a powerful project management platform built for task management and managing the entire workspace.
This analysis will clarify which solution is the better investment for dedicated relationship tracking versus comprehensive internal workflow management.
1. Core Focus and Goal
- Folk: The primary goal is relationship intelligence and helping small businesses build genuine connections and nurture real relationships across different use cases. It acts as a lightweight folk crm tool focused on the human side of sales to close winning deals.
- ClickUp: The focus is on providing a comprehensive project management software platform that houses the entire workspace. It aims to be the one platform for task management, resource management, and team communication for complex projects.
2. Contact Management and Organization
- Folk: Excels at helping users organize contacts effectively, offering flexible tagging and features to quickly add contacts via its chrome extension. It is built for personalized contact management and tracking every phone calls and touchpoint with the same person.
- ClickUp: While it handles contacts via its CRM capabilities, its primary strength in organization lies in helping users manage tasks, view tasks, and define hierarchies within multiple projects across the entire workspace.
3. Sales Pipeline and Deal Management
- Folk: Provides a simple visual sales pipeline to track deals and help users close winning deals quickly. It excels in using personalized communication and set reminders to drive the deal forward for the same person.
- ClickUp: Offers a customizable pipeline view, often displayed via a kanban board, but requires more setup than Folk. It focuses on using its task management features to assign tasks and manage project-related sales opportunities.
4. Project Management and Task Tracking
- Folk: Offers simple email automation and tools to set reminders. Project management tools are basic and are centered around individual follow-ups, not collaborative team projects. They are enough features for a solo workers or small teams.
- ClickUp: This is where ClickUp excels. It offers robust features like gantt charts, whiteboard feature, and time tracking across complex projects, making it the superior project management platform. ClickUp’s new features include real time editing on the whiteboard and the ability to view tasks across the business plan, all of which are billed annually.
5. Automation and Workflow
- Folk: Offers simple email automation and tools to set reminders. Workflow automation is minimal, generally assisting solo workers or small teams.
- ClickUp: Provides powerful automation capabilities. Users can assign tasks, set up triggers, and automate repetitive elements of business operations. The ai assistant can also help save time.
6. Collaboration and Internal Communication
- Folk: Designed for personal relationship management. Team communication and collaboration mainly happen outside the folk crm, utilizing integrated email and phone calls data.
- ClickUp: Built for integrated team communication across multiple projects. It includes built-in chat, commenting, real time editing, and notification features to centralize all team communication in the entire workspace.
7. Scalability and Enterprise Features
- Folk: Ideal for small businesses and teams prioritizing relationship depth over enterprise-level scale. It has limits on total unlimited storage and deep feature complexity.
- ClickUp: Designed to scale. It offers unlimited users, unlimited storage, an enterprise plan, user permissions, single sign on, and api access, making it powerful business software for large teams.
8. Pricing and Plans
- Folk: Offers a simple free forever plan with limits on features and the number of contacts. Paid plans are priced competitively per user and are generally lower than ClickUp’s comparable tiers for small teams.
- ClickUp: Offers a comprehensive free forever plan (clickup’s free plan) with enough features for new users and small teams. Paid plans (clickup plans) scale dramatically based on access to essential features and enterprise functionality. Billed annually, the pricing offers offer discounts.
9. Learning Curve and Complexity
- Folk: Features are intuitive and straightforward, leading to a shallow learning curve. New users find the folk crm easy to learn and adopt quickly.
- ClickUp: The sheer number of clickup features, views, and customization options means the learning curve is steeper. However, live training and the knowledge base (clickup university) help team members learn to manage tasks across complex tasks.
What to Look For in a CRM Tool?
- Consider team size: Folk is better for smaller, contact-focused teams, while ClickUp scales for larger, project-driven groups. The platform allows an unlimited number of users on the unlimited plan, making it suitable for growing marketing teams.
- Workflow complexity: ClickUp handles intricate workflows, and with clickup brain and custom fields, it allows for detailed organization of new tasks. Folk is simpler for basic CRM needs.
- Integration needs: clickup includes more native integrations, such as a strong link with google drive, which makes it easy to import data. This enhances your entire tech stack. Folk relies on Zapier.
- Budget: ClickUp’s completely free tier and lower starting price are attractive, earning a high score in this clickup review. The platform offers other tools and other features that provide value. However, Folk’s contact features are more expensive.
- Ease of use vs power: Folk is user-friendly. ClickUp is powerful but has a steeper learning curve. However, it offers helpful resources like live onboarding training and phone support, which are highlighted in any full comparison. Furthermore, features like guest access, due date setting, and robust communication features streamline collaboration.
Final Verdict
So, which one wins? It depends on your needs.
For pure project power, ClickUp is our pick. It does everything.
Tasks, goals, and more. If you need a simple contact CRM, Folk is good.
However, ClickUp’s features are hard to beat. We tested both. We know what works.
If your team juggles many projects, ClickUp is the way to go.
It keeps everything in one place. You can trust our review.
We did the hard work so you don’t have to.
More of Folk
Here’s a brief comparison of Folk with these software solutions:
- Folk vs GoHighLevel: Folk emphasizes collaborative contact organization and ease of use, while GoHighLevel is a comprehensive sales and marketing platform with robust automation and lead generation.
- Folk vs Pipedrive: Folk focuses on user-friendly contact management and customization, whereas Pipedrive excels in visual sales pipeline management for sales-focused teams.
- Folk vs Keap: Folk offers a simple, collaborative interface for contact management, while Keap provides powerful sales and marketing automation with extensive customization.
- Folk vs ActiveCampaign: Folk provides a user-friendly, collaborative contact management system, while ActiveCampaign boasts robust marketing automation, segmentation, and detailed analytics.
- Folk vs Clickfunnels: Folk is a contact management CRM, while ClickFunnels is a sales funnel builder designed for creating landing pages and automating sales processes.
- Folk vs Instantly: Folk focuses on contact management and enrichment; Instantly specializes in automated cold email campaigns and high-volume outbound sales outreach.
- Folk vs ClickUp: Folk is a specialized contact relationship management tool, while ClickUp is an all-in-one workspace that combines project management, task tracking, and CRM features.
- Folk vs Monday: Folk offers a simple, collaborative contact system, while Monday CRM provides highly customizable visual workflows and robust team collaboration.
- Folk vs Capsule: Folk is a modern, customizable CRM for managing contacts; Capsule CRM is a simplified contact manager primarily focused on tracking sales opportunities.
- Folk vs Insightly: Folk is a straightforward collaborative contact management solution; Insightly provides a more robust CRM with advanced sales pipeline and project management features.
- Folk vs Freshsales CRM: Folk focuses on intuitive relationship management and visual pipelines; Freshsales offers a comprehensive CRM with advanced automation and in-depth reporting for sales.
- Folk vs Salesforce: Folk provides a user-friendly CRM for simple relationship management, while Salesforce is a highly customizable, scalable, and complex enterprise-level CRM with extensive features.
- Folk vs Zendesk: Folk prioritizes simple, collaborative contact management for smaller teams, while Zendesk is a comprehensive customer service platform focused on ticketing and support.
More of 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 cold email 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.
Frequently Asked Questions
Is Folk better for small teams?
Yes, Folk is often preferred by smaller teams focused on contact management. Its user-friendly interface and contact-centric features make it efficient for smaller groups.
Can ClickUp replace my project management software?
Absolutely. ClickUp is designed to be an all-in-one workspace. It combines project management, task tracking, and collaboration tools, potentially replacing multiple applications.
Which tool is easier to learn, Folk or ClickUp?
Folk is generally easier to learn, as its interface is simpler and more intuitive. ClickUp, while powerful, has a harder learning curve due to its extensive features.
Does ClickUp offer a free plan?
Yes, ClickUp offers a trial with limited features. It’s a good way to test the software before committing to a paid subscription.
Which tool is better for CRM functionality?
Folk is primarily a CRM tool, so it excels in contact management and pipeline tracking. ClickUp offers CRM features within its broader platform, but Folk is more specialized.
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