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Creatio CRM vs ClickUp: The Honest Comparison Nobody Shows (2026)

par | Last updated Jul 21, 2026

Gagnant
clic vers le haut
4.3
  • Free Forever Plan Included
  • ClickUp Brain Assistant IA
  • Plus de 1 000 intégrations
  • Vues Gantt, Kanban et Calendrier
  • Intégré Suivi du temps
  • Garantie de remboursement de 30 jours
  • Abonnements payants à partir de 7 $/utilisateur/mois
Finaliste
Logo Creatio CRM
3.5
  • No Code Platform for CRM
  • Native BPM Engine Built In
  • Plus de 700 connecteurs de marché
  • Industry Workflows, 20 Verticals
  • Applications de vente, de marketing et de service
  • Gartner Visionary in 2025
  • Abonnements payants à partir de 25 $/utilisateur/mois

⚡ Verdict rapide :

  • Tarification : Creatio CRM starts at $25/user/month. ClickUp starts at $7 per user, and its free plan costs $0.
  • Idéal pour : Creatio CRM suits workflow automation, sales and marketing teams at larger firms. ClickUp suits project management for petites entreprises.
  • Différence principale : Creatio is a no code platform to automate workflows and CRM. ClickUp is a project management platform for tasks and docs.
  • Notre choix : ClickUp for most users, because it costs far less and covers task management, time tracking, and team communication in one workspace.
Creatio CRM vs ClickUp Comparison

These two tools rarely end up on the same shortlist by accident.

Creatio CRM sells freedom to own your automation.

ClickUp sells one workspace where your team can manage projects.

Both promise less tool switching and better efficiency.

But the price gap alone is roughly four times.

Here is the full comparison, feature by feature.

Aperçu

This Creatio CRM vs ClickUp comparison covers pricing, features, and ease of use.

We also break down who each product fits best.

Nos sources comprennent les spécifications publiées, la documentation des fournisseurs et les évaluations de G2.

Nos rédacteurs ont également passé du temps à tester concrètement les deux plateformes.

Ces observations figurent dans les sections « Ce que notre équipe a remarqué » ci-dessous.

Qu'est-ce que Creatio CRM ?

Creatio is a global vendor of a no code platform to automate workflows and CRM.

The company sells that platform with a maximum degree of freedom.

Creatio CRM covers sales, marketing, and service in one system.

A native entreprise process management engine drives the automation underneath.

Creatio is headquartered in Boston, MA, with 700+ employees across six offices.

That local presence is a defining part of how enterprise accounts get supported.

Creatio holds long lasting relationships with AMD, Bayer, and Kraft Heinz.

Visteon, Société Générale Group, and BNP Paribas Group also appear on that customer list.

Des milliers de clients exécutent quotidiennement des millions de flux de travail dans 100 pays.

Page d'accueil de Creatio CRM

Here is a walkthrough of how the platform looks in daily use.

Avis honnête sur Creatio CRM - À voir avant utilisation

Création CRM

⭐ 3,5/5 | 💰 À partir de 25 $/utilisateur/mois

A no code platform that pairs CRM applications with process automation. Built for teams that want to change workflows without developers.

Tarification de Creatio CRM

Creatio CRM sells three tiers. All three are priced per user.

PlanPrixIdéal pour
Croissance25 $/utilisateur/moisSmaller teams starting with CRM
Entreprise55 $/utilisateur/moisMulti-department business operations
Illimité85 $/utilisateur/moisComplex projects and heavy customization

Prix ​​vérifiés en juillet 2026.

Tarification de Creatio CRM

Essai gratuit : Creatio offers a time-limited trial of the platform. There is no free forever tier.

Garantie de remboursement : Creatio does not publish a standard refund window. Terms are set inside the contract.

📌 Note: Creatio claims a 37% lower total cost of ownership thanks to flexible pricing and no code architecture. Marketplace add ons and extra composable apps are billed separately.

⚠️ Avertissement: The entry plan still costs more than three times a ClickUp Business seat. Budget for onboarding and partner services on top of the per user fee.

Principaux avantages de Creatio CRM

Here is what makes Creatio worth a look:

  • No code tools for citizen developers: A drag-and-drop UI designer lets non-technical staff build applications. Studio Creatio is the low code platform layer behind it.
  • Workflow automation with BPM: The engine handles complex approval chains and branching logic. Creatio also ships industry workflows for 20 verticals.
  • Sales, marketing, and service apps: Sales Creatio is an end-to-end platform built to accelerate sales processes of any complexity. Marketing Creatio works as an omnichannel marketing platform.
  • Customer data in one record: Account management, order management, and case history sit together. That helps teams orchestrate customer journey steps without guesswork.
  • AI agents for routine work: Agents handle account research, lead conversion, and ticket resolution. Dashboards and analytics support data-driven decisions.
  • Open technology and integrations: A marketplace of 700+ connectors links Creatio to your existing cloud stack. Unlimited customization fits the platform to your business environment.
  • Analyst recognition: Creatio is a Visionary in the 2025 Gartner Magic Quadrant for Sales Force Automation. Forrester has also named it a Strong Performer.
Creatio CRM Principaux avantages

Ce que notre équipe a remarqué

Notre écrivain spent several days inside a Creatio trial workspace. Here is what stood out from that hands-on time:

Expérience personnelle de création CRM

One softer point is worth adding. The Creatio team leans on genuine care and communicating transparently as stated company values, and Creatio products do earn strong end-user reviews on peer-to-peer sites.

Avantages et inconvénients de Creatio CRM

✅ Avantages
  • Native BPM engine handles complex approval workflows
  • No code designer lets business users build applications
  • Prebuilt industry workflows cover 20 verticals
  • Marketplace of 700+ connectors for existing systems
❌ Inconvénients
  • No free plan at any tier
  • Entry price of $25 per user is steep for small teams
  • Setup usually needs a partner or admin

Qu'est-ce que ClickUp ?

ClickUp is a project management software that keeps work in one workspace.

Teams plan, track, and collaborate on tasks from the same place.

It centralizes tasks, docs, calendars, and chat to cut tool switching.

A multi-level hierarchy runs from Workspaces down to Subtasks.

You get List, Board, Calendar, Gantt, and Timeline views.

ClickUp Brain is the built-in ai assistant for workloads and time.

The catch is the learning curve, which new users often call overwhelming.

ClickUp

This video walks through the interface before you sign up.

🏆 Gagnant : ClickUp

⭐ 4,3/5 | 💰 À partir de 7 $/utilisateur/mois

Tasks, docs, goals, and chat in one workspace. The free forever plan allows an unlimited number of users.

Tarification ClickUp

ClickUp offers a free plan and three paid tiers.

PlanPrixIdéal pour
Gratuit$0travailleurs indépendants et petites équipes
Illimité7 $/utilisateur/moisGrowing teams that need unlimited storage
Entreprise12 $/utilisateur/moisMultiple projects and advanced reportage
EntrepriseCoutumeLarge firms needing HIPAA compliance

Prix ​​vérifiés en juillet 2026.

Tarification Clickup

Essai gratuit : ClickUp offers a 15-day free trial on paid plans. The free forever plan needs no trial at all.

Garantie de remboursement : ClickUp offre une garantie de remboursement de 30 jours sur tous ses forfaits payants.

📌 Note: ClickUp’s free plan allows an unlimited number of users but caps custom fields at 100 uses. Both vendors offer discounts when seats are billed annually rather than monthly.

⚠️ Avertissement: Upgrades apply to your entire workspace. Every team member moves to the paid plan together, so a mixed setup is not possible.

Principaux avantages de ClickUp

Here is what ClickUp includes that keeps teams on it:

  • Views for every working style: Gantt charts, a kanban board, calendar, and timeline all read from the same data. You can view tasks the way each team prefers.
  • Task management that scales: Create new tasks, assign tasks to a team member, and set a due date in seconds. Subtasks handle complex tasks without extra tools.
  • Automation that saves hours: Over 100 pre-built automation rules cover repetitive steps. Sensible defaults help you save time in week one.
  • Time tracking and resource management: Native timers, manual logging, time estimates, and workload views track billable hours and prevent burnout.
  • Communication features built in: Docs, a team messenger, and a whiteboard feature support real time editing. Team communication stays next to the work.
  • Sécurité and admin controls: Two-factor authentication, user permissions, guest access, and single sign on are available. Enterprise adds HIPAA compliance and api access.
  • Templates and dashboards: Over 1,000 pre-built templates cover common workflows. Custom dashboards track KPIs, team capacity, and project health.
ClickUp Top Avantages

Ce que notre équipe a remarqué

Our writer ran a live client project through ClickUp for a full sprint. Here is what stood out:

expérience personnelle ClickUp

Support is the weaker half of the story. Live chat runs 24/7, but you meet an AI chatbot first, and there is no phone support. ClickUp University and its knowledge base cover most gaps, and the Enterprise plan adds live onboarding training.

Avantages et inconvénients de ClickUp

✅ Avantages
  • Free plan allows unlimited users at no cost
  • Plus de 1 000 intégrations, dont Slack, Google Drive et Zoom.
  • Built-in time tracking, goals, and workload views
  • 30-day money-back guarantee on every paid plan
❌ Inconvénients
  • Interface feels overwhelming for new users
  • Les outils de reporting sont dispersés sur l'ensemble de la plateforme.
  • No phone support and no true employee scheduling

Comparaison des fonctionnalités

These two products overlap less than the shortlist suggests. Creatio CRM automates business operations end to end. ClickUp runs the work your team does day to day.

FonctionnalitéCréation CRMClickUp
Prix ​​initial25 $/utilisateur/mois7 $/utilisateur/mois
Plan gratuit
Gestion des processus métier
Aucun code Créateur d'applications
Applications CRM
Diagrammes de Gantt et tableau Kanban
Suivi du temps
Assistant IA✅ Création IA✅ ClickUp Brain
IntégrationsPlus de 700 connecteurs1,000+ apps
Idéal pourAutomatisation des ventes et du marketingProject management for teams

1. Workflow Automation and Project Views

Création CRM : Workflow automation is the core product, not an add-on. The business process management engine models multi-step approvals across departments. Studio Creatio is where those processes get drawn and versioned.

Studio CRM Creatio de Creatio

ClickUp : Automation here is rule-based rather than process-modelled. Over 100 templates cover status changes, assignments, and reminders. It is quicker to set up but shallower for regulated approval chains.

Gestion de projet Clickup

2. No Code Tools and Templates

Création CRM : The no code UI designer lets citizen developers build applications with drag-and-drop tools. Creatio positions this as freedom to own your automation. Unlimited customization means the platform bends to your business environment.

Création CRM Conception sans code

ClickUp : You configure rather than build. Over 1,000 pre-built templates cover sprints, content calendars, and CRM-style pipelines. That covers most needs, but you cannot ship a custom app.

Modèles ClickUp Builder

3. Assistant IA

Création CRM : Creatio AI runs agents that act on records without a prompt. They handle account research, lead conversion, and ticket resolution. Analytics and dashboards feed AI-powered insights back to managers.

Création CRM IA

ClickUp : ClickUp Brain answers questions about your workspace and drafts content. It tracks workloads and time spent across multiple projects. The scope is work management, not revenue forecasting.

ClickUp

4. Client Records and Task Boards

Création CRM : Client management consolidates customer data into one record. Account management, order management, and case history all attach to it. Nothing in ClickUp matches that depth of customer context.

Création CRM Gestion de la clientèle

ClickUp : The kanban board is the default home for most teams. Cards carry a due date, owner, checklist, and custom fields. Board, List, and Calendar views share the same underlying task.

clickup kanban

5. Marketing Campaigns and Automation Rules

Création CRM : Marketing Creatio runs marketing campaigns across email, web, and phone. Multichannel tools track leads and prospects through every stage. Marketing teams can orchestrate customer journey branches without a developer.

Application de marketing CRM de création

ClickUp : There is no campaign engine here. The AI automation constructeur creates rules from a plain-English description instead. Marketing teams use it to run production calendars, not nurture sequences.

générateur d'automatisation ClickUp AI

⚠️ Avertissement: If you need an omnichannel marketing platform, ClickUp will not replace one. Pair it with a dedicated tool or choose Creatio.

6. Sales Processes and Time Tracking

Création CRM : Sales Creatio is built to accelerate sales processes at any deal size. Pipelines, forecasts, and quota tracking sit in the same record as the account. Managing a long enterprise cycle is where it earns its price.

Création CRM Automatisation des ventes

ClickUp : Task management is the strength, and time tracking is native. Timers and manual logging measure billable hours against estimates. Agencies get invoice-ready data without a second app.

suivi du temps de clic

7. Service Management and Scheduling

Création CRM : A full-cycle service platform handles cases from intake to closure. Creatio pitches this as a way to enhance customer and employee experiences at once. Case routing follows the same BPM rules as everything else.

Application de service CRM de création

ClickUp : The calendar pulls tasks and meetings into one schedule. It protects focus blocks, which helps personal productivity. It handles task scheduling, not shift or employee scheduling.

ClickUp

Création CRM : Podcasts, videos, and partner-led sessions carry most of the onboarding load. Live training is usually arranged through a certified partner. Expect a longer ramp before your first process goes live.

Podcast et vidéos Creatio CRM

ClickUp : Enterprise search pulls results from tasks, docs, and connected apps at once. It cuts the time spent hunting for a decision made three months ago. This is one of the newer features and it works well.

ClickUp

9. Integrations and Meeting Notes

Création CRM : A marketplace of 700+ connectors links Creatio to ERP, telephony, and finance systems. The open technology stack gives IT the ability to build third-party integrations. That flexibility is why large firms pick it.

Intégrations utiles de Creation CRM

ClickUp : Over 1,000 apps connect, including Slack, Google Drive, and Zoom. The AI notetaker joins calls and turns discussion into tasks automatically. Among other features, this is the one that removes the most manual admin.

ClickUp

10. Tarification et coût

Here are the ClickUp plans and Creatio tiers side by side.

ÉtageCréation CRMClickUp
Gratuit$0
EntréeCroissance — 25 $/utilisateur/moisIllimité — 7 $/utilisateur/mois
MilieuEntreprise — 55 $/utilisateur/moisEntreprise — 12 $/utilisateur/mois
HautIllimité — 85 $/utilisateur/moisEntreprise — Personnalisé

Création CRM : The Growth tier already costs $25 per seat, and the Unlimited plan reaches $85. Creatio argues the 37% lower total cost of ownership makes up the gap over several years. That argument only holds if you replace other business software with it.

ClickUp : The free tier is completely free and still packs enough features for a small team. Business at $12 per seat costs less than half the cheapest Creatio plan. That price gap is why ClickUp earns a high score on value.

Différents scénarios

Si vous avez besoinChoisirPourquoi
budget serréClickUpFree tier plus $7 seats
Process automation across departmentsCréation CRMMoteur BPM natif
Sprint and task deliveryClickUpBoards, Gantt, workload views
Custom apps without developersCréation CRMNo code app designer
Configuration adaptée aux débutantsClickUpSign up and start in minutes
Regulated sales and service recordsCréation CRMCRM applications with audit sentiers

💰 Votre budget

Ten seats cost $3,000 a year on Creatio Growth and $840 on ClickUp Unlimited. Unless you are replacing a CRM, that gap is hard to justify.

🔌 Votre pile technologique

Creatio suits a tech stack with ERP and telephony already in place. ClickUp fits teams living in Slack, Google Drive, and Zoom.

📝 Votre style de travail

Pipeline-first teams think in accounts and deals, which favours Creatio. Delivery-first teams think in tickets and sprints, which favours project management tools like ClickUp.

🎓 Votre niveau d'expérience

Creatio usually needs an admin or partner before the first process runs. ClickUp is self-serve, though the essential features take a week to find.

🆓 Essais et démos gratuits

ClickUp gives you 15 days on paid tiers plus a permanent free tier. Creatio runs a guided trial and a scoping call instead.

🛟 Options d'assistance

Creatio routes serious issues through named partners and regional offices. ClickUp runs 24/7 chat behind an AI bot, with no phone line.

Guide de changement

Already committed to one of them? Here is what changes.

🔄 Vous passez de Creatio CRM à ClickUp ?

✅ Ce que vous y gagnerez :

  • A far lower per-seat cost and a free tier
  • Native time tracking and workload views
  • Docs, chat, and whiteboards next to the work

❌ Ce que vous perdrez :

  • The BPM engine and modelled approvals
  • CRM records for accounts, orders, and cases
  • Prebuilt industry workflows

📋 Comment changer :

  1. Export accounts, contacts, and open activities from Creatio as CSV
  2. Create a ClickUp workspace and map fields to custom fields
  3. Import data through the CSV importer, then rebuild views
🔄 Vous passez de ClickUp à Creatio CRM ?

✅ Ce que vous y gagnerez :

  • A real customer database behind every activity
  • No code app building for citizen developers
  • Marketing, sales, and service under one roof

❌ Ce que vous perdrez :

  • The free plan and low per-seat pricing
  • Built-in timers and billable hour reporting
  • Same-day setup with no partner involved

📋 Comment changer :

  1. Export lists and docs from ClickUp, then archive finished spaces
  2. Scope your processes with a Creatio partner before buying seats
  3. Load contacts first, then rebuild how teams manage tasks inside processes

Ce que notre analyse n'a pas couvert

This comparison focused on small teams and mid-sized departments. We did not test Creatio’s 20 vertical packages or ClickUp’s features under HIPAA-scoped Enterprise contracts. Custom pricing, migration services, and new features shipped after July 2026 fall outside what we checked. If you are rolling out to 500 seats, your priorities will differ from ours.

Verdict final

CatégorieGagnant
💰 TarificationClickUp
🚀 Fonctionnalités principalesCravate
⚡ Automation DepthCréation CRM
🎯 Customer DataCréation CRM
👶 Facilité d'utilisationClickUp
🔌 IntégrationsClickUp
⏱️ Suivi du tempsClickUp
🏆 Vainqueur toutes catégoriesClickUp

🏆 GAGNANT : CLICKUP

ClickUp wins 4 of 7 categories and scores 4.3 against 3.5.

Idéal pour : agencies, product teams, small businesses, and anyone running multiple projects on a budget

These are two different products wearing similar language. ClickUp is a project management platform. Creatio CRM is an automation platform that happens to include CRM.

Creatio is the better pick when processes cross departments and compliance matters. Its BPM engine and no code designer have no real answer on the ClickUp side.

For everyone else, ClickUp wins on cost, speed to value, and daily usability. Start on the free tier, move to the Business plan when reporting matters, and read our full ClickUp review before you scale seats.

Comparaison de Creatio CRM

Here is how Creatio holds up against the other names on most CRM shortlists:

Mes 5 logiciels CRM préférés | CRM gratuits ou payants pour les petites entreprises

Création CRM vs Salesforce

Creatio l'emporte sur : no code changes without a developer, a BPM engine included at every tier, lower list price per seat

Salesforce l'emporte sur : a far larger partner network, deeper reporting out of the box, more third-party apps written for it

Creatio CRM vs HubSpot

Creatio l'emporte sur : process modelling across departments, unlimited customization of objects, prebuilt vertical packages

HubSpot l'emporte sur : a genuinely usable free tier, faster onboarding for marketers, better content and SEO tooling

Création CRM vs Pipedrive

Creatio l'emporte sur : service and marketing apps in the same licence, automation beyond the sales pipeline, enterprise account depth

Pipedrive l'emporte sur : a $14 entry price, a pipeline any rep understands on day one, far lighter admin overhead

Création CRM vs Monday CRM

Creatio l'emporte sur : true process automation, order and case management, analyst recognition in sales force automation

Lundi, CRM remporte la victoire sur : visual board setup in an afternoon, cheaper seats for small teams, a shorter learning curve

Comparaison de ClickUp

And here is ClickUp against the tools it usually replaces:

ClickUp vs Asana

ClickUp l'emporte sur : native time tracking, a free tier with unlimited users, cheaper paid seats at every step

Asana l'emporte sur : a calmer interface, faster onboarding for non-technical staff, steadier performance on huge task lists

ClickUp contre Monday.com

ClickUp l'emporte sur : more value per dollar, docs and whiteboards included, no minimum seat count

Monday.com l'emporte sur : a friendlier first hour, cleaner board design, less setup before a team is productive

ClickUp contre Trello

ClickUp l'emporte sur : Gantt and workload views Trello lacks, goals and reporting, automation without paid power-ups

Trello l'emporte sur : near-zero learning curve, speed on simple boards, a free tier that never feels cramped

ClickUp vs Notion

ClickUp l'emporte sur : real project scheduling, timers and estimates, stronger permissions for client work

Notion l'emporte sur : nicer documents, a flexible wiki structure, a gentler tool for knowledge-heavy teams

Foire aux questions

À quoi sert Creatio ?

Teams use it to automate workflows and run sales, marketing, and service in one place. It also lets non-developers build applications with drag-and-drop design tools.

Qu'est-ce que le CRM chez Creatio ?

It is the customer-facing half of the platform. Accounts, contacts, deals, orders, and cases live in one record, powered by the same process engine as everything else.

À quoi sert ClickUp ?

Teams use it to plan, track, and deliver work. Tasks, docs, goals, calendars, and chat sit in one workspace, which cuts the number of apps in daily use.

ClickUp est-il vraiment gratuit ?

Yes. The free tier is permanent and allows unlimited members. Limits apply to things like custom field uses, so heavy users eventually upgrade to a paid tier.

Quels sont les inconvénients de ClickUp ?

The interface overwhelms newcomers, reporting is scattered across the app, and there is no phone line. It also handles task scheduling rather than true employee scheduling.

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