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Salesmate vs ClickUp: Which CRM is The Best CRM in 2026?

par | Last updated Jun 12, 2026

Gagnant
clic vers le haut
4.3
  • 15+ Project Views Included
  • ClickUp Brain Assistant IA
  • Plus de 1 000 intégrations
  • Plan gratuit à vie
  • Suivi du temps intégré
  • Utilisateurs illimités avec le forfait gratuit
  • Abonnements payants à partir de 7 $/utilisateur/mois
Finaliste
Vendeur
3.3
  • Pipeline de vente visuel
  • Sandy IA Automation
  • Built-in Calling & Recording
  • Intégré Réunion Planificateur
  • Plus de 700 intégrations d'applications
  • Essai gratuit de 15 jours
  • Abonnements payants à partir de 23 $/utilisateur/mois

⚡ Quick Verdict:

  • Tarification : ClickUp starts at $7/user/month with a free forever plan. Salesmate starts at $23/user/month.
  • Idéal pour : ClickUp for project management and task management. Salesmate for the sales process and pipeline management.
  • Différence principale : ClickUp is project management software. Salesmate is CRM software built around your sales pipeline.
  • Our pick: ClickUp for most teams. It costs less, includes a free plan, and covers more entreprise opérations.
Salesmate vs ClickUp Comparison

Salesmate and ClickUp sit in two different software categories.

One is CRM software. One is project management software.

Salesmate helps sales reps track deals and manage leads.

ClickUp helps teams manage projects, tasks, and team communication.

This full comparison breaks down pricing, features, and the right fit for you.

Aperçu

This Salesmate vs ClickUp comparison covers pricing, core features, and ease of use.

We also break down who each tool works best for.

Our writers reviewed documentation, pricing pages, and user reviews for both tools.

They also spent hands-on time inside each platform.

Those notes appear in the “What Our Team Noticed” sections below.

Qu'est-ce que Salesmate ?

Page d'accueil de Salesmate

Salesmate is CRM software for small to medium-sized businesses.

It helps sales reps track deals and manage their sales pipeline.

The Salesmate CRM brings sales, marketing, and support into one place.

It uses Sandy AI to automate repetitive tasks like drafting emails.

Salesmate also handles email tracking, follow ups, and customer interactions.

It works for many businesses, from SaaS to a immobilier entreprise.

Démonstration et avis sur Salesmate.io CRM (Guide complet)

Vendeur

⭐ 3,3/5 | 💰 À partir de 23 $/utilisateur/mois

Salesmate is a cloud-based CRM built for sales teams. It tracks deals, automates données entry, and helps you close more deals.

Tarification Salesmate

Voici le coût de Salesmate en 2026. Analysons cela plus en détail.

PlanPrixIdéal pour
Basique23 $/utilisateur/moisReprésentants en solo et petites équipes débutantes
Pro39 $/utilisateur/moisDes équipes en pleine croissance qui ont besoin automation journeys
Entreprise63 $/utilisateur/moisLarger sales teams and advanced analytics

Pricing verified June 2026.

Tarification Salesmate

Essai gratuit : Yes. Salesmate offers a 15-day free trial with no credit card required.

Réductions : Salesmate runs a Black Friday promotion with 10% off all annual plans.

📌 Note: Every paid plan includes the visual sales pipeline, built-in calling, and the meeting scheduler. Higher tiers add automation journeys and deeper reportage.

⚠️ Avertissement: Some users report that Salesmate can delete leads if a payment is missed. Keep your billing current to protect your data.

Principaux avantages de Salesmate

Here is what makes Salesmate worth a look:

  • Visual sales pipeline: Track deals across every stage at a glance. The pipeline is perfectly laid out for fast pipeline management.
  • Sandy AI: The AI assistant drafts emails and summarizes calls. It cuts down data entry and saves time.
  • Appels intégrés : Make calls with recording and voicemail drops. No need for other apps to handle phone work.
  • Meeting scheduler: Prospects book meetings online. This saves time for your support team and your sales reps.
  • Wide integrations: Salesmate connects with over 700 apps. That includes Google Apps, Microsoft Apps, and Zapier intégrations.
  • CRM mobile : Get full access to data and activities on mobile. Your contacts and deals voyage avec toi.
Les principaux avantages de Salesmate

What Our Team Noticed

Notre écrivain signed up for Salesmate and spent several days inside the platform. Here is what stood out:

Expérience personnelle de vendeur

Avantages et inconvénients de Salesmate

✅ Avantages
  • Customer service is praised as quick and helpful
  • Fully customizable for your unique sales process
  • Built-in calling and meeting scheduler save time
  • Over 700 integrations, including Gmail and Slack
❌ Inconvénients
  • Certains utilisateurs signalent des bugs dans l'éditeur de modèles d'e-mails
  • Weaker for marketing automation than rival tools
  • Can delete leads if a payment is missed

Qu'est-ce que ClickUp ?

ClickUp

ClickUp is project management software for teams of any size.

It helps you plan, track, and manage projects in one workspace.

The project management platform centralizes tasks, docs, calendars, and chat.

That cuts tool switching and trims your tech stack.

ClickUp Brain is the built-in AI assistant for workloads and tasks.

It suits solo workers, petites entreprises, and large marketing teams alike.

🏆 Winner: ClickUp

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

ClickUp is a customizable project management platform. It centralizes tasks, docs, and team communication for any workflow.

Tarification ClickUp

Here is what ClickUp costs in 2026. The free forever plan is the headline.

PlanPrixIdéal pour
Gratuit$0Solo workers and personal use, completely free
Illimité7 $/utilisateur/moisSmall teams that manage multiple projects
Entreprise12 $/utilisateur/moisMid-size teams needing resource management
EntrepriseCoutumeLarge orgs needing HIPAA and single sign on

Pricing verified June 2026.

Tarification Clickup

Essai gratuit : Yes. ClickUp offers a 15-day free trial on paid plans, plus a free forever plan.

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. Paid prices are lower when billed annually, and ClickUp often runs offer discounts on top.

⚠️ Avertissement: You upgrade your entire workspace at once. Every team member moves to the same paid plan together, so plan headcount before you pay.

Principaux avantages de ClickUp

Here is what makes ClickUp worth considering:

  • Many project views: Switch between List, Board, Calendar, Gantt charts, and Timeline. The Kanban board view suits agile équipes.
  • ClickUp Brain : The AI assistant tracks workloads and time. It helps you manage tasks and surface insights.
  • Suivi du temps intégré : Native timers and manual logging cover billable hours. Workload views help prevent burnout.
  • Personnalisation poussée : Custom fields, custom dashboards, and over 1,000 templates fit any workflow. Reporting tracks KPIs in real time.
  • Built-in collaboration: A whiteboard feature, docs, and team messenger keep team communication in one spot. Real time editing keeps everyone synced.
  • Plus de 1 000 intégrations : Connect Slack, Google Drive, Zoom, and more. API access covers all the necessary APIs for custom builds.
ClickUp Top Avantages

What Our Team Noticed

Our writer used ClickUp for everyday task management and project tracking. 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
  • 15+ project views, including Gantt and Kanban
  • Strong value for money against most rivals
  • Over 1,000 integrations and 1,000+ templates
❌ Inconvénients
  • Interface feels complex for new users
  • Reporting tools are scattered across the platform
  • No phone support on any ClickUp plan

Comparaison des fonctionnalités

Ready for a detailed look at Salesmate vs ClickUp? These tools solve different jobs, so we compare them on the features that matter for each.

We cover nine key areas to help you pick the right platform for your team.

FonctionnalitéVendeurClickUp
Prix ​​initial23 $/utilisateur/mois7 $/utilisateur/mois
Plan gratuit
Core FunctionCRM et pipeline des ventesGestion de projet
Assistant IA✅ Sandy AI✅ ClickUp Brain
Suivi du temps
Gantt & Kanban Board
Appel intégré
Planificateur de réunions
Intégrations700+1,000+
Idéal pouréquipes de venteGestion de projet et de tâches

1. Core Function: Deals vs Projects

Vendeur/vendeuse : Salesmate is built to track deals and move them through a visual sales pipeline. Sales reps manage leads, log customer interactions, and push prospects toward more deals. The whole sales process lives inside one CRM.

Salesmate Gérer les transactions

ClickUp : ClickUp is built to manage projects and tasks. You create tasks, assign tasks to a team member, and set a due date. A multi-level hierarchy of Workspaces, Spaces, Folders, and Lists handles complex projects with ease.

Gestion de projet Clickup

⚠️ Avertissement: These two do different jobs. Salesmate will not run your project board. ClickUp will not run your sales forecasting.

2. Views and Reporting

Vendeur/vendeuse : Salesmate’s platform gives you reports and dashboards for sales performance. You see actionable insights on deals, contacts, and sales forecasting. The analytics focus on revenue, not project status.

Rapport d'analyse Salesmate

ClickUp : ClickUp offers a Kanban board, List, Calendar, Gantt charts, and Timeline. Custom dashboards track KPIs and team capacity in real time. You can view tasks the way each team prefers.

clickup kanban

3. Automatisation

Vendeur/vendeuse : Salesmate runs automation journeys for multi-channel drip campaigns and follow ups. Chatbots capture leads on your site. The system handles repetitive tasks so reps spend less time on data entry.

13 - Chat Messenger - Salesmate

ClickUp : ClickUp lets you automate work with customizable rules and over 100 pre-built templates. The AI automation constructeur sets up triggers without code. This keeps workflow steps moving across multiple projects.

générateur d'automatisation ClickUp AI

4. Assistant IA

Vendeur/vendeuse : Sandy AI is the Salesmate assistant. It drafts emails, summarizes calls, and supports email tracking. Reusable email templates speed up outreach so reps can book meetings faster.

Modèles d'e-mails Salesmate

ClickUp : ClickUp Brain is the AI assistant inside the platform. It tracks workloads, summarizes docs, and helps you manage tasks. It earns a high score from teams that want AI woven into project work.

ClickUp

5. Time Tracking and Scheduling

Vendeur/vendeuse : Salesmate has a meeting scheduler that lets prospects book meetings online. That saves time for the support team and the sales reps. It does not track project hours, since that is not its job.

Planificateur de réunions Salesmate

ClickUp : ClickUp has built-in time tracking with native timers and manual logging. You bill hours against estimates and watch workload views. This is a huge plus for agencies and marketing teams.

suivi du temps de clic

6. Calendar and Contacts

Vendeur/vendeuse : Salesmate tracks companies and accounts alongside contacts. It enriches records and logs every touch automatically. This gives reps a full view of customer interactions without manual data entry.

Salesmate Track Companies

ClickUp : The ClickUp Calendar plots new tasks and deadlines beside your schedule. You drag work onto a date and track what is due next. It keeps project timelines and personal planning together.

ClickUp

7. Templates and Forms

Vendeur/vendeuse : Salesmate lets you build personalized web forms. Embed them on a site or share a link to capture leads. New entries flow straight into your pipeline as fresh contacts.

10 - Créer des formulaires Web - Salesmate

ClickUp : ClickUp ships over 1,000 pre-built templates and custom fields. The builder templates spin up a new workspace in minutes. That saves setup time and helps you import data fast.

Modèles ClickUp Builder

8. Collaboration

Vendeur/vendeuse : Salesmate supports team collaboration with shared notes and tagging. Reps keep a full communication history on each deal. It is solid for sales, but lighter on broad team communication.

Améliorez la collaboration et la prise de décision au sein de votre équipe grâce à Salesmate CRM.

ClickUp : ClickUp adds a whiteboard feature, docs, and a team messenger. The AI Notetaker captures meetings, and real time editing keeps everyone in sync. These communication features fit cross-team business operations.

ClickUp

Vendeur/vendeuse : Salesmate connects with over 700 other apps. It works inside Gmail and supports Zapier integrations, Google Apps, and Microsoft apps. That breadth is a huge plus for mixed tool stacks.

Intégrez des outils de visioconférence pour vos réunions au sein de Salesmate.

ClickUp : ClickUp integrates with over 1,000 tools, including Slack, Google Drive, and Zoom. Enterprise Search pulls results across every connected app. API access opens the door for custom workflow builds.

ClickUp

10. Tarification et coût

Comparons les plans tarifaires côte à côte.

PlanVendeurClickUp
Gratuit❌ (Essai gratuit de 15 jours seulement)✅ Gratuit pour toujours
Entrée payée23 $/utilisateur/mois (Basique)7 $/utilisateur/mois (illimité)
Niveau intermédiaire39 $/utilisateur/mois (Pro)12 $/utilisateur/mois (Entreprise)
Niveau supérieur63 $/utilisateur/mois (Entreprise)Personnalisé (Entreprise)

Vendeur/vendeuse : The Basic paid plan starts at $23 per user. There is no free plan, only a 15-day trial. For a CRM with built-in calling, that price is fair, but it is not cheap for smaller teams.

ClickUp : ClickUp plans start lower and the free plan is generous. The Unlimited plan is $7 per user, and the Business plan is $12 per user. Prices drop when billed annually, which helps you save money.

Différents scénarios

Si vous avez besoinChoisirPourquoi
A sales CRMVendeurBuilt to track deals and close sales
Gestion de projetClickUp15+ views for tasks and projects
Un forfait gratuitClickUpGratuit à vie avec un nombre illimité d'utilisateurs
Appel intégréVendeurCalls, recording, voicemail drops
Suivi du tempsClickUpNative timers and billable hours
coût le plus basClickUpStarts at $7 per user

💰 Votre budget

ClickUp wins on price with a free forever plan and $7 entry tier. Salesmate has no free plan and starts at $23 per user.

🔌 Votre pile technologique

Both connect widely. Salesmate offers 700+ apps with Zapier integrations. ClickUp offers 1,000+ tools, including Google Drive and Slack.

📊 Your Core Job

Pick Salesmate to manage a sales pipeline and forecast revenue. Pick ClickUp to manage projects, assign tasks, and hit deadlines.

🎓 Votre niveau d'expérience

ClickUp packs many features, so the interface feels complex at first. ClickUp University and live training help new users get up to speed.

🆓 Essais et démos gratuits

Test both before you commit. Salesmate gives a 15-day free trial with no card. ClickUp adds a free plan you can use as long as you like.

🛟 Options d'assistance

Salesmate’s support team is praised as quick and helpful. ClickUp offers a knowledge base, live chat, and live onboarding training, but no phone support.

Guide de changement

Already using one of these tools? Here is what to expect if you switch. Remember, these cover different jobs, so most teams run both rather than replace one with the other.

🔄 Switching from Salesmate to ClickUp?

✅ Ce que vous y gagnerez :

  • A free forever plan with unlimited users
  • Gantt charts, Kanban board, and time tracking
  • Stronger team communication and a whiteboard feature

❌ Ce que vous perdrez :

  • A true visual sales pipeline for sales reps
  • Built-in calling with recording and voicemail drops
  • Sales forecasting and deal-focused analytics

📋 Comment changer :

  1. Export contacts and deals from Salesmate as a CSV
  2. Create a ClickUp account and pick a CRM template
  3. Import data into a new List and map your fields
🔄 Switching from ClickUp to Salesmate?

✅ Ce que vous y gagnerez :

  • A purpose-built CRM for the sales process
  • Built-in calling and a meeting scheduler
  • Deal tracking and sales performance dashboards

❌ Ce que vous perdrez :

  • The free plan and low $7 per user pricing
  • Project views like Gantt charts and Timeline
  • Suivi du temps et gestion des ressources intégrés

📋 Comment changer :

  1. Export your contacts and notes from ClickUp
  2. Start a 15-day Salesmate free trial, no card needed
  3. Import contacts and build your first pipeline

What Our Review Didn’t Cover

This comparison focused on core features, pricing, and everyday use for small businesses and growing teams. We did not test enterprise plan rollouts, custom API access at scale, or how each tool performs with hundreds of users. Our notes are based on the June 2026 versions, and new features may have shipped since. If you run a large sales org or need deep marketing automation, your priorities may differ from what we cover here.

Verdict final

CatégorieGagnant
💰 TarificationClickUp
🚀 Fonctionnalités principalesTie (different jobs)
📊 Pipeline des ventesVendeur
🗂️ Project ManagementClickUp
👶 Facilité d'utilisationVendeur
🔌 IntégrationsClickUp
🏆 Vainqueur toutes catégoriesClickUp

🏆 GAGNANT : CLICKUP

ClickUp wins 3 of 6 categories and ties on a fourth.

Idéal pour : Project management, task management, and teams that want a free plan.

Salesmate and ClickUp are two very different products.

Salesmate is a CRM for the sales process and pipeline management. ClickUp is a project management platform for tasks and projects.

Salesmate is excellent if your team lives in deals and customer relationships. Its built-in calling and meeting scheduler are real strengths for sales reps.

But for most teams that need to manage projects and save money, ClickUp is the better pick. It costs less, includes a free forever plan, and covers more business operations in one place.

Comparaison de Salesmate

After extensive research, here is how Salesmate stacks up against other CRM software. We compared at least six others, but these four are the closest alternative options for most buyers.

Salesmate vs HubSpot

Salesmate l'emporte sur : Lower entry price, built-in calling, faster setup for smaller teams.

HubSpot l'emporte sur : A free CRM tier, deeper marketing automation, and a larger app marketplace.

Vendeur-compagne vs Salesforce

Salesmate l'emporte sur : Simpler interface, lower cost per user, and quicker time to train users.

Salesforce l'emporte sur : Enterprise depth, broad customization, and stronger sales forecasting at scale.

Comparaison des CRM Salesmate et Freshsales

Salesmate l'emporte sur : Customizable sales process, voicemail drops, and a praised support team.

Freshsales remporte des victoires sur : A free starter tier, built-in chat, and tighter ties to the Freshworks suite.

Vendeur-compagne vs Gardez

Salesmate l'emporte sur : Cleaner pipeline management, lower price, and a gentler learning curve.

Keap gagne sur : Stronger email campaigns, e-commerce tools, and built-in invoicing for solo businesses.

Comparaison de ClickUp

Here is how ClickUp compares to other project management tools. These four give you various options if ClickUp does not fit your workflow.

ClickUp vs Asana

ClickUp l'emporte sur : More project views, built-in time tracking, and better value per user.

Asana l'emporte sur : A cleaner interface, gentler onboarding, and polished workflow rules for new users.

ClickUp contre Monday.com

ClickUp l'emporte sur : Better value for money, a free forever plan, and deeper customization.

Monday.com l'emporte sur : A friendlier interface, faster setup, and colorful boards out of the box.

ClickUp contre Trello

ClickUp l'emporte sur : Gantt charts, time tracking, and a richer set of essential features.

Trello l'emporte sur : Dead-simple Kanban board setup, a gentle learning curve, and quick solo use.

ClickUp vs Notion

ClickUp l'emporte sur : Real project management, dashboards, and resource management for teams.

Notion l'emporte sur : Flexible docs, a slick wiki, and free-form notes for solo workers.

Les meilleurs outils CRM pour vos besoins

Foire aux questions

À quoi sert Salesmate ?

Salesmate is CRM software that helps sales reps track deals, manage leads, and build lasting customer relationships. It also handles calling, email tracking, and the meeting scheduler in one place.

À quoi sert ClickUp ?

ClickUp is project management software that helps teams plan, track, and manage projects. You create tasks, assign tasks, set a due date, and manage tasks across one workspace.

ClickUp est-il vraiment gratuit ?

Yes. ClickUp’s free plan is free forever and supports an unlimited number of users. It is great for solo workers and smaller teams, though paid plans add more storage and features.

Combien coûte l'abonnement ClickUp ?

ClickUp plans start free. The Unlimited plan is $7 per user per month, and the Business plan is $12 per user per month. The Enterprise plan uses custom pricing.

Which is better for my team, Salesmate or ClickUp?

Pick Salesmate if you need a CRM for sales and deals. Pick ClickUp if you need project management and task management. Many businesses run both side by side.

Fahim Joharder, fondateur

Fahim Joharder, fondateur

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