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Freshsales CRM vs ClickUp 2026 — The Winner Surprised Me

par | Last updated Sep 7, 2026

Gagnant
clic vers le haut
4.3
  • Plan gratuit à vie disponible
  • Plus de 1 000 intégrations
  • Vues Gantt, Kanban et Calendrier
  • Intégré Suivi du temps
  • ClickUp Brain Assistant IA
  • Utilisateurs illimités avec le forfait gratuit
  • Abonnements payants à partir de 7 $/utilisateur/mois
Finaliste
CRM Freshsales
4.0
  • Freddy AI Lead Scoring
  • Essai gratuit de 21 jours
  • Téléphone, e-mail et messagerie instantanée intégrés
  • Pipeline de vente Kanban visuel
  • 385+ Integrations
  • Assistance 24h/24 et 5j/7 pour tous les forfaits
  • Abonnements payants à partir de 9 $/utilisateur/mois

⚡ Verdict rapide :

  • Tarification : Freshsales CRM starts at $9/user/month. ClickUp has a free forever plan, with paid plans from $7/user/month.
  • Idéal pour : Freshsales CRM for sales teams tracking leads, contacts and deals. ClickUp for teams that manage projects, tasks and due dates.
  • Différence principale : Freshsales is customer relationship management software. ClickUp is a project management platform.
  • Notre choix : ClickUp for most teams, scoring 4.3 against 4.0, because the free plan covers real work before you spend anything.
Freshsales CRM vs ClickUp Comparison

Freshsales CRM and ClickUp are not really competitors.

One tracks people who might buy from you.

The other tracks the work your team owes.

petites entreprises still compare them every week.

That happens because both promise to hold your entreprise Toutes les opérations en un seul endroit.

The gap shows up fast once you look at what each one stores.

Aperçu

This full Freshsales CRM vs ClickUp comparison covers pricing, core features and who each tool fits.

Notre écrivain spent hands-on time inside ClickUp directly.

Notes on Freshsales come from Freshworks documentation plus G2 and Capterra review données.

Every price below comes from each vendor’s published plans.

By the end you will know which platform belongs in your tech stack.

Qu'est-ce que Freshsales CRM ?

Freshsales CRM is cloud-based customer relationship management software from Freshworks.

Il a été lancé en 2016 comme le deuxième produit majeur de la suite Freshworks.

Sales teams use it to store contacts, track deals and log sales activities.

Freddy AI scores leads, predicts deal risk and suggests the next best action.

The tool is built mainly for small and medium sized businesses.

Freshworks says over 67,000 customers worldwide now run on its products.

Page d'accueil de Freshsales

Here is a closer look at how the platform works day to day.

Avis sur Freshsales Freshworks CRM – Toujours performant ?

CRM Freshsales

⭐ 4,0/5 | 💰 À partir de 9 $/utilisateur/mois

A sales CRM with Freddy AI scoring built in. Phone, email, chat and SMS sit in one boîte de réception. The free trial runs 21 days.

Tarification du CRM Freshsales

Freshsales sells three tiers. All prices are per user per month.

PlanPrixIdéal pour
Croissance9 $/utilisateur/moisSmall sales teams starting with a CRM
Pro39 $/utilisateur/moisGrowing teams that need sales sequences and deeper automation
Entreprise59 $/utilisateur/moisLarger teams needing audit logs and custom modules

Pricing verified September 2026.

Tarifs du CRM Freshsales

Essai gratuit : 21 days on every tier. You can create a new account and explore the features with no credit card required.

Garantie de remboursement : Freshworks publishes no refund window. Monthly billing lets you cancel at the end of a cycle instead.

📌 Note: Freshworks sells add ons such as extra Freddy AI credits and phone credits. Those and other features sit outside the plan price, so a $9 seat can cost more once calling is switched on.

⚠️ Pricing conflict: Third-party sources list a free plan for up to 3 users, an entry tier at $11 per user, and an Enterprise plan at $71 per user. Our CSV data is canonical, so we show $9, $39 and $59. Freshsales pricing has dropped 2 to 3 times over the years, which explains the gap. Check the Freshworks website before verifying your final cost.

Principaux avantages du CRM Freshsales

Here is what makes Freshsales CRM worth a look:

  • Freddy AI scoring: Freddy AI scores leads on behavior and profile. That ranking lifts conversion rates by pushing reps toward warm contacts first.
  • Vue client à 360 degrés : Every touchpoint lands on one timeline. Customer data stays centralized instead of scattered across inboxes.
  • Communication intégrée : Phone, email, chat and SMS run inside a unified inbox. Reps respond without leaving the record.
  • Portée omnicanale : WhatsApp Entreprise, Facebook Messenger and LINE connect directly. Marketing campaigns can then use the same collected data.
  • Intégration de Freshworks : It ties tightly to other Freshworks products like Freshdesk and Freshmarketer. Support and marketing share one contact record.
  • Excellent value with real support: Reviewers rate it excellent value for money. Every plan includes 24/5 support by phone, chat and email.

Ce que notre équipe a remarqué

Note: We have not had extended hands-on time with Freshsales CRM. The observations below come from Freshworks documentation and from published reviews.

Capterra and G2 reviewers average the platform at 4.5 out of 5. The intuitive interface is the most praised part, and new reps learn it quickly. The most common complaint is speed, since screens that should load in a few seconds often lag once the customer data grows.

Avantages et inconvénients du CRM Freshsales

✅ Avantages
  • 21-day free trial on every plan with no credit card required
  • Freddy AI scores leads and suggests the next best action on deals
  • Phone, email, chat and SMS built into one unified inbox
  • Averages 4.5 out of 5 on Capterra and G2
❌ Inconvénients
  • Environ 385 intégrations, moins que HubSpot ou Salesforce
  • Cluttered navigation and slow loading times in daily use
  • Missing functionality that HubSpot and Salesforce include

Qu'est-ce que ClickUp ?

ClickUp is project management software that holds tasks, docs, calendars and chat in one workspace.

Teams use it to plan work, assign tasks and track progress.

Work sits in a hierarchy of Spaces, Folders, Lists, Tasks and Subtasks.

You can view tasks as a list, kanban board, calendar, Gantt chart or timeline.

ClickUp Brain is the built-in AI assistant that tracks workloads and time spent.

The platform connects with over 1,000 tools, including Google Drive, Slack and Zoom.

ClickUp

Our ClickUp review video below shows how those pieces fit together.

🏆 Gagnant : ClickUp

⭐ 4,3/5 | 💰 Formule gratuite, à partir de 7 $/utilisateur/mois

One workspace for tasks, docs and time tracking. The free forever plan holds an unlimited number of users. Paid plans add a 30-day money-back guarantee.

Tarification ClickUp

ClickUp offers a free plan plus three paid tiers.

PlanPrixIdéal pour
Gratuit$0Travailleurs indépendants et petites équipes testent la plateforme
Illimité7 $/utilisateur/moisSmaller teams needing unlimited storage and guest access
Entreprise12 $/utilisateur/moisMarketing teams running multiple projects at once
EntrepriseCoutumeLarge teams needing single sign on and HIPAA compliance

Pricing verified September 2026.

Tarification Clickup

Essai gratuit : 15 days on the paid plans. The free forever plan is completely free, covers the essential features, and has no end date.

Garantie de remboursement : 30 days on every paid plan.

📌 Note: These rates are billed annually. The Business plan adds advanced automation and API access, while the Enterprise plan adds user permissions controls, live onboarding training and HIPAA compliance.

⚠️ Avertissement: You upgrade your entire workspace, not single seats. Every team member moves to the paid plan together, so a five-person Business plan costs $60 per month even if only one person needs it. ClickUp’s free plan also caps custom fields at 100 uses.

Principaux avantages de ClickUp

ClickUp includes a lot for the money. Here is where it earns its high score:

  • Plan gratuit à vie : The free plan supports unlimited users, which is rare among project management tools. Small businesses can run real projects on it.
  • One place for everything: Tasks, docs, calendars and team communication live together. Less tool switching means fewer dropped handoffs.
  • Vues flexibles : List, Board, Calendar, Gantt and Timeline cover most workflows. Gantt charts help on complex projects with dependencies.
  • Time tracking built in: Les minuteurs intégrés et la saisie manuelle permettent de suivre les heures facturables par rapport aux estimations. La visualisation de la charge de travail contribue à prévenir l'épuisement professionnel.
  • Automation to save time: Over 100 pre-built automation templates handle repetitive steps. Custom rules cover the rest.
  • Ressources pédagogiques : ClickUp University, a knowledge base and live chat back new users up. Over 1,000 templates cover common workflows.
ClickUp Top Avantages

Ce que notre équipe a remarqué

Our writer signed up for ClickUp and used it to manage projects across several months of client work. Here is what stood out from that hands-on time:

expérience personnelle ClickUp

Avantages et inconvénients de ClickUp

✅ Avantages
  • Le forfait gratuit à vie prend en charge un nombre illimité d'utilisateurs
  • Over 1,000 integrations, including Google Drive, Slack and Zoom
  • Time tracking, docs, chat and a whiteboard feature are all built in
  • 30-day money-back guarantee on every paid plan
❌ Inconvénients
  • The interface is complex and overwhelming for new users
  • Signalement tools are scattered across the platform and hard to find
  • No phone support on any plan, only live chat and a knowledge base

Comparaison des fonctionnalités

These two tools overlap less than the search results suggest. The table below shows where each one actually competes, and the sections after it explain why.

FonctionnalitéCRM FreshsalesClickUp
Prix ​​initial9 $/utilisateur/moisFree, then $7/user/month
Plan gratuit❌ (21-day free trial)✅ Gratuit pour toujours
Deal Pipeline✅❌
Gestion des tâches❌✅
Suivi du temps❌✅
Téléphone et SMS intégrés✅❌
Assistant IA✅ IA Freddy✅ ClickUp Brain
Diagrammes de Gantt❌✅
Intégrations~3851,000+
Idéal pourSales teams closing dealsTeams running projects

1. Contact and Deal Management

CRM Freshsales : This is the core of the product. Every contact record holds a full history of calls, emails and sales activities. Deals move through named stages, and the record shows who touched the account and when.

Gestion des contacts CRM Freshsales

ClickUp : There is no contact object. Teams build a CRM-style list with custom fields, which works for a handful of deals but breaks down past a few hundred contacts. Deal history has to be typed into task comments.

Gestion de projet Clickup

2. Pipelines, Boards and Views

CRM Freshsales : The visual pipeline uses Kanban boards built for revenue. You drag deals between stages and spot bottlenecks fast. The views are fixed to sales, so there is no way to reshape them for other work.

Notation des prospects par l'IA du CRM Freshsales

ClickUp : The same data set renders as a list, kanban board, calendar, Gantt chart or timeline. Gantt charts handle dependencies on complex projects. Switching views takes one click and nothing needs rebuilding.

clickup kanban

3. Assistants IA

CRM Freshsales : Freddy AI scores leads on behavior and profile, flags deals at risk and recommends the next best action to close. The scoring is the useful part, since it tells a rep which contacts to call before a human even opens the list.

Freshsales CRM Freddy Copilote IA

ClickUp : ClickUp Brain is an AI assistant aimed at work, not revenue. It summarizes threads, drafts updates and answers questions about who is doing what. It will not tell you which lead is worth calling.

ClickUp

4. Automatisation

CRM Freshsales : Automation here removes repetitive admin from reps. Smart AI agents assign leads, update fields and trigger follow-ups so nobody sits waiting on manual data entry.

Agents IA intelligents CRM Freshsales

ClickUp : Over 100 pre-built automation templates cover status changes, assignments and new tasks. Custom rules chain triggers to actions across a whole Space, which saves real time on recurring project work.

générateur d'automatisation ClickUp AI

5. Email and Team Communication

CRM Freshsales : You send personalized bulk emails and monitor opens and clicks on each one. WhatsApp Business, Facebook Messenger and LINE plug in, so reps respond wherever the customer started the conversation.

https://youtu.be/jv9ub1AzJcY?si=hHblC7UumI3_i7NF

ClickUp : The communication features point inward at your team. Chat, comments, docs with real time editing and an AI Notetaker for meetings keep discussion attached to the work. There is no outbound email marketing.

ClickUp

6. Lead Capture and Templates

CRM Freshsales : Web forms capture leads straight from your site into the CRM, with event tracking that records what the visitor viewed first. That context lands on the contact record before anyone calls.

Formulaires Web CRM Freshsales

ClickUp : Over 1,000 templates cover sprints, content calendars and onboarding. You can also import data from Asana, Trello or a spreadsheet during setup, which cuts the first week of work down to an afternoon.

Modèles ClickUp Builder

7. Sequences vs Time Tracking

CRM Freshsales : Sales sequences run multi-step outreach on a schedule and stop when a prospect replies. It has no time tracking at all, so agencies billing by the hour need a second tool.

Séquences de vente du CRM Freshsales

ClickUp : Native timers and manual logging track billable hours against estimates, and workload views handle resource management across a team. Reviewers note the timers can feel clunky compared with dedicated trackers.

suivi du temps de clic

Scheduling sits next to that, and it is where each due date gets set.

ClickUp

⚠️ Avertissement: ClickUp schedules tasks, not people. It lacks true employee scheduling, so shift planning still needs separate business software.

8. Reporting, Search and Support

CRM Freshsales : Around a dozen predefined sales reports ship ready to edit, covering forecasting and team performance. Support runs 24/5 by phone, chat and email on every plan, and Freshdesk OMNI extends the same record into service.

CRM Freshsales Freshdesk OMNI

ClickUp : Dashboards track KPIs, team capacity and project health in real time, and Enterprise Search pulls results from tasks, docs and connected apps. Reporting tools are scattered across the platform, and support is live chat only after an AI chatbot.

ClickUp

9. Integrations and Security

CRM Freshsales : The marketplace holds around 385 integrations and apps, including Google, Microsoft 365, Slack and Zoom. Any connection to other Freshworks products is tight, but third-party coverage is thinner than HubSpot’s.

Marché Freshsales CRM

ClickUp : Over 1,000 integrations cover Google Drive, Slack and Zoom, and the mobile app adds offline access. On security, ClickUp supports two-factor authentication and user permissions, with single sign on reserved for the Enterprise plan.

10. Tarification et coût

Here are the plans side by side, straight from each vendor.

ÉtageCRM FreshsalesClickUp
Gratuit❌$0
EntréeCroissance : 9 $/utilisateur/moisIllimité : 7 $/utilisateur/mois
MilieuPro : 39 $/utilisateur/moisEntreprise : 12 $/utilisateur/mois
HautEntreprise : 59 $/utilisateur/moisEntreprise : Personnalisé

CRM Freshsales : The $9 Growth seat is fair for CRM software, and reviewers call it excellent value for money. The jump to Pro at $39 is steep, and that is the tier where sales sequences and deeper automation live.

ClickUp : The gap between the Unlimited plan and the Business plan is only $5 per user, so upgrading rarely hurts. ClickUp plans stay flat as you grow, and the free tier means a five-person team can start at zero cost.

💡 Conseil de pro : Both vendors offer discounts on annual billing. Run the 21-day Freshsales free trial and ClickUp’s free plan in the same week, on the same real project, before you pay either one.

Différents scénarios

Si vous avez besoinChoisirPourquoi
Zero budget to startClickUpPlan gratuit à vie, utilisateurs illimités
Deal pipeline and lead scoringCRM FreshsalesFreddy AI ranks every lead
Task management for a teamClickUpBuilt for projects, not deals
Calling and texting customersCRM FreshsalesPhone and SMS built in
Suivi des heures facturablesClickUpNative timers and estimates
Phone support from the vendorCRM Freshsales24/5 by phone on all plans

💰 Votre budget

The free plan packs enough features for a whole team to work at no cost. Freshsales has no free tier, so budget from day 22 at $9 per user.

🔌 Votre pile technologique

Already running Freshdesk or Freshmarketer? Freshsales shares records with other Freshworks products out of the box. Everyone else gets wider coverage from ClickUp’s 1,000+ integrations.

📝 Votre travail quotidien

If your day is calls, follow-ups and quotes, you need a CRM. If your day is briefs, handoffs and deadlines, you need project management tools.

🎓 Votre niveau d'expérience

Freshsales is easier on day one thanks to a simpler layout. ClickUp’s features take longer to learn, though ClickUp University and live training shorten that curve.

🆓 Essais et démos gratuits

Freshsales gives 21 days across all tiers. ClickUp gives 15 days on any paid plan, plus a free tier you can keep forever.

🛟 Options d'assistance

Freshsales answers by phone, chat and email 24/5 on every plan. ClickUp has no phone support, so urgent issues go through chat and the knowledge base.

Guide de changement

Already on one of them? Here is what changes.

🔄 Vous passez de Freshsales CRM à ClickUp ?

✅ Ce que vous y gagnerez :

  • Un forfait gratuit à vie avec un nombre illimité d'utilisateurs
  • Real task management with Gantt charts and workload views
  • Time tracking, docs and a whiteboard feature in one place

❌ Ce que vous perdrez :

  • Freddy AI lead scoring and deal risk alerts
  • Built-in phone, SMS and WhatsApp channels
  • Phone support and the shared Freshworks record

📋 Comment changer :

  1. Export contacts, deals and notes from Freshsales as CSV
  2. Créez un compte ClickUp et choisissez un modèle CRM
  3. Import data into a List and map fields to custom fields
🔄 Vous passez de ClickUp à Freshsales CRM ?

✅ Ce que vous y gagnerez :

  • A real pipeline with stages, forecasting and deal history
  • Freddy AI scoring so reps call the warmest leads first
  • Calling, SMS and messaging apps inside one unified inbox

❌ Ce que vous perdrez :

  • The free plan and unlimited storage on paid tiers
  • Task views, docs, chat and built-in time tracking
  • Roughly 600 integrations, including deep developer tools

📋 Comment changer :

  1. Export your CRM List from ClickUp to CSV
  2. Start the 21-day Freshsales trial and set your deal stages
  3. Import contacts, then connect email and calling

Ce que notre analyse n'a pas couvert

This comparison focused on small businesses and smaller teams. We did not test Freshsales at 200 seats, and we did not push ClickUp through a full sprint cycle with a development team. Custom Enterprise plan quotes, migration services and any new features shipped after September 2026 sit outside what we checked. If you run a regulated business, verify compliance terms directly with each vendor.

Verdict final

CatégorieGagnant
💰 TarificationClickUp
🚀 Fonctionnalités principalesCravate (différents emplois)
🎯 Lead and Deal HandlingCRM Freshsales
📋 Task and Project WorkClickUp
👶 Facilité d'utilisationCRM Freshsales
🔌 IntégrationsClickUp
🛟 SoutienCRM Freshsales
🏆 Vainqueur toutes catégoriesClickUp

🏆 GAGNANT : CLICKUP

ClickUp wins 3 of 7 categories and ties a fourth, scoring 4.3 against 4.0.

Idéal pour : Managing projects, task management for marketing teams, tracking billable hours

ClickUp takes the overall win, but the margin is narrower than the scorecard suggests. It wins because more teams need somewhere to manage tasks than need a sales pipeline, and because the free tier removes the risk of trying.

Freshsales CRM is the better product at its own job. If your revenue depends on calling leads and moving deals forward, no amount of custom fields in ClickUp will match a purpose-built CRM.

Plenty of teams end up running both. Freshsales holds the customers, ClickUp holds the work, and a Zapier connection keeps the two in step.

Comparaison de Freshsales CRM

Here is how Freshsales holds up against the other CRM software people shortlist:

Freshsales CRM vs HubSpot

Freshsales remporte des victoires sur : Cheaper paid seats at $9, phone and SMS included at entry level, 24/5 support on every plan

HubSpot l'emporte sur : A genuinely usable free CRM tier, a far larger app marketplace, stronger inbound marketing tooling

CRM Freshsales vs CRM Zoho

Freshsales remporte des victoires sur : Cleaner interface for new reps, Freddy AI scoring on lower tiers, a longer 21-day trial

Zoho l'emporte sur : Deeper customization per module, a much broader suite of business apps, lower cost at the top tier

Freshsales CRM vs Pipedrive

Freshsales remporte des victoires sur : Built-in calling and messaging channels, AI scoring at no extra cost, tighter link to support tools

Pipedrive victoires sur : Faster screens under load, a simpler pipeline-first layout, more third-party sales add ons

CRM Freshsales vs Salesforce

Freshsales remporte des victoires sur : Setup measured in days not months, no admin headcount required, far lower entry price

Salesforce l'emporte sur : Depth of reporting and forecasting, thousands of certified apps, functionality Freshsales still lacks

This video walks through the closest alternatives in more detail.

https://youtu.be/Fk9X2K6M9QY

Comparaison de ClickUp

And here is where ClickUp sits among rival project management platforms:

ClickUp vs Asana

ClickUp l'emporte sur : A free plan without a seat cap, time tracking included at no cost, more view types per list

Asana l'emporte sur : A calmer interface new hires grasp faster, steadier performance on huge boards, cleaner portfolio reporting

ClickUp contre Monday.com

ClickUp l'emporte sur : Better value per seat, docs and chat bundled in, no minimum seat count on paid tiers

Monday.com l'emporte sur : A friendlier first hour, more polished board design, a gentler learning curve for non-technical staff

ClickUp contre Trello

ClickUp l'emporte sur : Handling complex tasks and dependencies, native reporting dashboards, built-in goals and time estimates

Trello l'emporte sur : Ten-minute setup, almost nothing to learn, a lighter fit for solo workers and short lists

ClickUp contre Notion

ClickUp l'emporte sur : Purpose-built task tracking, automation rules that fire reliably, workload and capacity views

Notion victoires sur : Documents and wikis, a cleaner writing surface, flexible databases for knowledge work

Foire aux questions

Freshsales est-il un CRM ?

Yes. It is a cloud-based customer relationship management platform from Freshworks, built to store contacts, track deals and run sales activities for small and medium sized businesses.

ClickUp est-il vraiment gratuit ?

Yes. The Free Forever plan is completely free and allows unlimited users. Custom fields are capped at 100 uses, and advanced automation, dashboards and guest access need a paid plan.

Combien coûte ClickUp ?

Free is $0. The Unlimited plan is $7 per user per month, Business is $12 per user per month, and the Enterprise plan is custom priced.

Quels sont les avantages de Freshsales ?

Freddy AI lead scoring, built-in phone and SMS, a 21-day free trial and 24/5 support on every tier. Reviewers rate it 4.5 out of 5 on Capterra.

À quoi ClickUp est-il particulièrement adapté ?

Teams running multiple projects who want tasks, docs, goals and time tracking in one workspace. It suits marketing teams and agencies better than it suits sales teams.

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