Picking the right tool to keep track of customers can feel like a massive headache, right?
You’ve got tons of info, and you need to keep it all organized.
Imagine losing a big customer because you couldn’t find their contact info quickly.
Good news! We will compare ClickUp vs Instantly so you can quickly determine which CRM is best for your needs.
We’ll look at what each tool does well and help you find the one that fits your style.
Aperçu
We’ve spent weeks diving into both Cliquez sur Up and Instantly.
Our team tested each platform’s core features, from project management to CRM functions, simulating real-world usage to provide a practical comparison.
Boost productivity by 25%! ClickUp helps you manage sales, projects, docs, and more.
Tarifs : L'abonnement est gratuit. L'abonnement premium démarre à 7 $/mois.
Caractéristiques principales :
- Gestion des tâches
- Gestion de projet
- Outils de collaboration
Ready to give Instantly a try? Experience the speed and simplicity of a modern lead generation tool.
Tarifs : It has a free trial. The premium plan starts at $37.9/month.
Caractéristiques principales :
- Warmup & Deliverability
- Automated Sequences
- Analyse avancée
Qu'est-ce que ClickUp ?
Okay, let’s talk Cliquez sur Up. Think of it as your digital workspace.
It’s built to handle tasks, projects, and even your team’s goals.
You can customize it to fit your work style, and it’s pretty flexible.
Découvrez également nos favoris Alternatives à ClickUp…
Notre avis
C'est incroyablement puissant et flexible. L'offre gratuite est très généreuse et offre de nombreuses fonctionnalités pour la gestion de projets. Cependant, compte tenu de ses nombreuses options, l'utilisation peut être complexe au début et la prise en main peut être ardue pour les nouveaux utilisateurs.
Principaux avantages
- Espace de travail centralisé pour les tâches.
- Offre un plan gratuit pour toujours.
- Prend en charge plus de 1 000 intégrations.
- Flux de travail et vues personnalisables.
- Fonctionnalités de reporting complètes.
Tarifs
- Gratuit:Idéal pour un usage personnel.
- Illimité: 7 $/utilisateur.
- EntrepriseРабочее пространство — это папка верхнего уровня в Taskade.
- EntrepriseУ вас может быть более одного рабочего пространства.
Avantages
Inconvénients
What is Instantly?
Instantly, it is all about email outreach. Think of it as your cold email powerhouse.
It helps you warm up your email accounts.
It finds leads and automates your campaigns. It’s built to boost your email deliverability.
Découvrez également nos favoris Instantly alternatives…
Notre avis
Instantly est un outil précieux pour les entreprises qui souhaitent intensifier leurs efforts de sensibilisation.
Principaux avantages
- Multi-channel outreach: Connect with prospects through email, LinkedIn, Twitter, and more.
- Personalized messaging: Tailor your messages to each recipient.
- Automated follow-ups: Stay top-of-mind without lifting a finger.
- Detailed analytics: Track your progress and identify what’s working.
Tarifs
- Growth CRM: $37.9/month, unlimited seats.
- Hyper CRM: $77.6/month, unlimited seats.
Avantages
Inconvénients
Comparaison des fonctionnalités
Choosing a platform means comparing the breadth of a massive project management platform like ClickUp against the laser focus of a sales scaling tool like Instantly AI.
This full comparison will help you decide which business software best supports your business plan—whether your priority is managing complex tasks and multiple projects or scaling high-volume cold emailing and outreach campaigns.
1. Primary Focus and Use Case
- Cliquez sur Up: A highly flexible management platform designed as a single app to house the entire workspace, offering tools for project management and optimizing internal business operations across marketing teams. It aims to replace other features in your tech stack.
- Instantly AI: A specialized platform focused entirely on lead generation and high-volume email outreach. It helps new users and instantly users manage unlimited email accounts and build automated outreach campaigns.
2. Pricing and Scalability
- Cliquez sur Up: Offers a generous free forever plan with enough features for solo workers. Paid tiers, including the unlimited plan and enterprise plan, are typically per user and allow unlimited users and unlimited storage. Clickup plans occasionally offer discounts.
- Instantly AI: Primarily offers a paid plan model designed for scaling, which often includes managing an unlimited number of sending accounts and features for boosting sender reputation. It does not offer a truly completely free feature-rich solution.
3. Core Task and Project Management Tools
- Cliquez sur Up: Excels in this area, providing project management tools like gantt charts, kanban board views, suivi du temps, and the ability to assign tasks a due date. These essential features are key to executing the business plan.
- Instantly AI: Lacks dedicated project management tools. Its task management is limited to scheduling follow-ups and managing the progression of outreach campaigns through the campaign constructeur.
4. Communication and Collaboration
- Cliquez sur Up: Features strong team communication tools, including chat, real time editing on documents, and whiteboard feature integration. It also integrates with google drive for file sharing within the entire workspace.
- Instantly AI: Communication is centered on the unified boîte de réception and email sequences. It lacks the internal collaboration features necessary for managing multiple projects or internal team member coordination.
5. Lead Generation and Data Sourcing
- Cliquez sur Up: Focuses on managing existing complex projects. It does not have built-in features for generating or verifying verified leads or finding potential clients.
- Instantly AI: Includes the powerful instantly lead finder feature, which helps instantly users find verified leads and turn them into new contacts, quickly filling up their pipeline for outreach campaigns.
6. Security and Account Management
- Cliquez sur Up: Supports single sign on (SSO) on higher tiers and granular user permissions for sécurité across the entire workspace. The use of a single sign-on simplifies new users access.
- Instantly AI: Security is focused on protecting the integrity of the sending accounts. Features like inbox rotation help maintain sender reputation by automatically distributing volume across all your sending accounts.
7. Automation and AI Features
- Cliquez sur Up: Includes the ai assistant (the clickup brain) and automation features to assign tasks and save time. Clickup offers dashboard views to help users achieve a high score in efficiency.
- Instantly AI: Offers high-level automation in the campaign builder for sales engagement and follow-ups. It automates testing deliverability to avoid the spam folder and track campaign analytics.
8. Customization and Extensibility
- Cliquez sur Up: Highly customizable with custom fields, custom objects, and unlimited number of données views. API access is available for connecting the platform to nearly any tech stack or legacy business software.
- Instantly AI: Customization primarily revolves around setting up personalized email sequences and defining criteria for the instantly lead finder. It provides minimal options for structural customization compared to a management platform.
9. Learning and Support
- Cliquez sur Up: Offers extensive support including live training, a knowledge base, and live onboarding training for higher tiers. The clickup review and clickup university are great resources for team member education. Clickup’s features are vast, requiring dedicated learning.
- Instantly AI: Support is focused on helping new users to instantly turns leads and instantly users maximize deliverability and run effective outreach campaigns. It features smart scheduling and robust documentation on how to avoid the spam folder.
Que rechercher lors du choix d’un logiciel CRM ?
- Consider your team’s size, number of email account and technical skills to avoid a steep learning curve. The complexity of new features and customizations across different clickup plans is a key factor for every team member.
- Evaluate if built-in communication tools are essential or if integrations are sufficient.
- Assess the importance of detailed project management software versus sales-specific features, and whether the included kanban board and task views are sufficient.
- Check for mobile app functionality if your team works on the go, especially for real-time time tracking.
- Confirm that the specific software can integrate with your existing tools, like Microsoft 365, and determine the level of api access needed.
- Compare rapports features to see which platform provides more actionable data for resource management and analyzing the impact of a free plan or paid tier.
- Factor in customization options to ensure the software can adapt to your unlimited accounts
and evolving needs, as this is one of ClickUp’s essential features. - Determine if onboarding and customer support, including phone support, are adequate for your team’s requirements. Also, check if they offer discounts for your business type and the limitations of clickup’s free plan.
- Review the ease of setting up new tasks, communication features, the process to import data from existing systems, and the permissions for guest access when they need to view tasks or check if pricing is better if billed annually.
Verdict final
So, which one wins? For most teams needing complete management software, ClickUp is our pick.
It lets you manage projects and collaborate seamlessly.
It has many more features than Instantly, which is excellent if you need a powerful tool for cold emails.
But if you want to keep your whole team organized, ClickUp is better.
We tested both. ClickUp’s combination of features and price makes it a winner. Trust us—we’ve done the work, so you don’t have to.
Plus, with ClickUp, you can keep all your tasks and documents in one place.
That means less jumping between apps. And, if your team is growing, ClickUp can grow with you.
Plus de ClickUp
Voici une brève comparaison de ClickUp avec ces solutions logicielles :
- 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 est une plateforme de gestion du travail tout-en-un avec une forte gestion de projet et un CRM personnalisable. Aller à haut niveau est une plateforme d'automatisation du marketing et des ventes dédiée à la génération de leads et à la 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 offre une plateforme flexible pour la gestion des tâches, des projets et du CRM de base, tandis qu'ActiveCampaign excelle dans l'automatisation avancée du marketing, les campagnes d'e-mailing et la segmentation de la clientèle.
- ClickUp vs Hubspot: ClickUp est un système de gestion de projet et de travail hautement personnalisable avec des fonctions CRM intégrées, tandis que HubSpot offre une suite complète d'outils pour le marketing, les ventes et le service à la clientèle.
- ClickUp vs Clickfunnels: ClickUp est une plateforme de gestion du travail tout-en-un ; ClickFunnels est principalement un constructeur d'entonnoirs de vente pour la création de pages d'atterrissage et l'automatisation des entonnoirs de vente.
- ClickUp vs Folk: ClickUp est une solution robuste de gestion du travail avec des fonctionnalités CRM personnalisables, tandis que Folk se concentre sur la gestion collaborative des contacts et le suivi des relations.
- ClickUp vs Instantanément: ClickUp est une plateforme polyvalente pour la gestion de projets et divers flux de travail, tandis qu'Instantly se spécialise dans les domaines suivants courrier électronique froid l'optimisation de la délivrabilité et les campagnes d'emailing automatisées.
- ClickUp vs Monday CRM: ClickUp offre un espace de travail tout-en-un hautement personnalisable pour la gestion de projets et le CRM, tandis que Monday CRM propose des flux de travail visuels et une collaboration d'équipe axée sur les relations avec les clients.
- ClickUp vs Capsule CRM: ClickUp est une plateforme complète de gestion du travail et de CRM personnalisable, tandis que Capsule CRM est un CRM simple et convivial axé sur la gestion des contacts et des opportunités de vente.
- ClickUp vs Insightly: ClickUp est une plateforme flexible pour la gestion de projets et un CRM adaptable. Insightly est un CRM dédié qui offre un pipeline de vente solide et des fonctions de gestion de projet dans un contexte CRM.
- ClickUp vs Freshsales: ClickUp est un outil de gestion du travail tout-en-un avec des capacités CRM adaptables, tandis que Freshsales CRM est un CRM spécialisé dans les ventes avec une automatisation avancée, une évaluation des prospects et des rapports.
- ClickUp vs Salesforce: ClickUp est une plateforme de gestion du travail polyvalente avec un CRM personnalisable, tandis que Salesforce est un CRM d'entreprise avec des fonctionnalités étendues pour l'automatisation des ventes, du service et du marketing.
- ClickUp vs Zendesk: ClickUp offre un espace de travail tout-en-un pour les tâches, les projets et un CRM personnalisable, tandis que Zendesk est une plateforme de service client de premier plan, principalement axée sur la billetterie et l'assistance.
More of Instantly
Here’s a comparison of Instantly with its alternatives, highlighting their unique strengths:
- Instantly vs Apollo: Instantly excels in rapid email outreach and integrated warm-up features. Apollon provides a larger lead database and a comprehensive sales intelligence platform.
- Instantly vs Snov IO: Instantly se concentre sur la délivrabilité et les campagnes d'emailing à froid évolutives. Snov IO offre une suite plus large comprenant la recherche d'emails, la vérification, et une solution de gestion des emails. CRM.
- Instantly vs Hunter IO: Instantly offers advanced cold email sequences and campaign management. Chasseur IO is primarily used for email finding and verification, with basic sending.
- Instantly vs Reply IO: Instantly is known for unlimited warm-up and robust email-focused automation. Répondre à IO provides a multi-channel sales engagement platform, including LinkedIn.
- Instantly vs UpLead: Instantly specializes in maximizing email deliverability for outreach. UpLead focuses on providing highly accurate B2B contact data for prospecting.
- Instantly vs Mailshake: Instantly streamlines high-volume cold email campaigns with a built-in lead finder. Mailshake emphasizes personalized outreach with email and social touchpoints.
- Instantly vs Lemlist: Instantly offers unlimited email accounts for scalable warm-up and sending. Liste de Lem focuses on hyper-personalization, including images and multi-channel sequences.
- Instantly vs Woodpecker: Instantly provides unlimited email warm-up with AI-powered optimization. Pic is known for its strong deliverability features and sophisticated campaign logic.
- Instantly vs Smartlead: Instantly combines lead finding with robust campaign management. Smartlead prioritizes advanced deliverability optimization for large-scale outreach.
- Instantly vs Saleshandy: Instantly offers an all-in-one solution for cold email automation. Saleshandy provides email outreach with deliverability tools and a lead finder.
- Instantly vs Klenty: Instantly focuses on email deliverability and simplified campaign setup. Klenty is a sales engagement platform with deeper CRM des intégrations et des cadences avancées.
- Instantly vs Warmbox: Instantly integrates email warm-up within its outreach suite. Boîte chauffante is a dedicated, specialized tool for enhancing email sender reputation.
- Instantly vs Maildoso: Instantly emphasizes unlimited warm-up and scaling cold email. Maildoso focuses on cost-effective email infrastructure and inbox rotation for deliverability.
- Instantly vs Manyreach: Instantly offers tiered monthly plans for features. Núcleo Relit provides credit-based pricing with comprehensive features available from the start.
- Instantly vs Warmy: Instantly’s platform includes a streamlined warm-up. Chaud is a dedicated deliverability tool with detailed analytics and authentication features.
Questions fréquemment posées
Can ClickUp and Instantly be used together?
Yes, you could technically use them together. ClickUp is for tracking tasks and project management, and Instantly is for email outreach. However, they don’t have a direct, seamless integration. You’d need to transfer data between them manually.
Which is better for small teams?
ClickUp is generally better for small teams needing a versatile tool. It offers a free plan and scales well. Instantly, it is more specialized for email marketing, depending on your team’s primary focus.
Is Instantly only for cold emails?
Instantly is primarily designed to automate cold email campaigns and improve deliverability. While robust for that purpose, it lacks broader CRM or project management features.
Does ClickUp have a mobile app?
Yes, ClickUp has a mobile app for iOS and Android. It allows users to manage tasks, collaborate, and stay updated on projects while on the go.
How easy is it to learn ClickUp?
ClDueo its extensive features, ckUp has a learning curve; duhoweverit offers tutorials, a knowledge base, and customer support. With time and practice, you can effectively use it to track tasks and manage objects.
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