⚡ Verdetto rapido:
- Prezzi: Zoho CRM starts at $10/month. ClickUp starts at $7 per user per month.
- Ideale per: Zoho CRM suits sales teams tracking deals. ClickUp suits internal teams running multiple projects.
- Differenza fondamentale: One is a crm system for customer data. The other is project management software for tasks.
- Versione gratuita: Zoho CRM is free for up to three users. ClickUp’s free plan allows an unlimited number of users.
- La nostra scelta: Zoho CRM for most piccola impresa buyers who need lead generation and sales forecasting in one place.
Zoho CRM and ClickUp both promise to organize your business operations.
They are not competing for the same job.
Zoho CRM tracks leads, contact details, and sales activities.
ClickUp tracks tasks, deadlines, and project management work.
Many buyers compare them anyway, because both claim to be a unified platform.
This full comparison shows which one belongs in your tech stack.
Panoramica
This Zoho CRM vs ClickUp comparison covers pricing, core features, support, and ease of use.
Nostro scrittore spent hands-on time inside ClickUp directly.
Notes on Zoho CRM come from published documentation, pricing pages, and G2 reviews.
We also look at how each platform handles customer interactions and complex projects.
By the end, you will know which system fits your team.
Che cos'è Zoho CRM?
Zoho CRM is a customer relationship management tool for sales teams.
It works as a central store for customer data and contact details.
The platform offers lead scoring, deal management, and sales forecasting.
Zia, the built-in virtual assistant, predicts the best time to call a prospect.
Over 300,000 businesses use Zoho CRM globally, from solo workers to large businesses.
🏆 Winner: Zoho CRM
Track every lead, deal, and customer conversation in one crm system. The free version covers up to three users.
Prezzi di Zoho CRM
Here is what each paid plan costs. Annual subscribers pay less per seat.
| Piano | Prezzo | Ideale per |
|---|---|---|
| Gratuito | $0 | Up to three users testing basic lead tracking |
| Standard | $ 10/mese | Small teams that need workflow rules and standard reports |
| Professionale | $ 30/mese | Growing sales teams with inventory management needs |
| Premio | $40/mese | Large businesses wanting advanced features |
Pricing verified August 2026.
Prova gratuita: Yes. Paid tiers offer a 15-day trial with no card required.
Garanzia di rimborso: Zoho applies a 45-day refund window on annual plans.
📌 Nota: Paid plans allow unlimited integrations with third party apps. Personalized onboarding assistance is also included.
⚠️ Pricing conflict flagged: Our data sheet lists Standard at $10/month. Zoho’s own pages list four paid tiers from $14 to $52, with the Standard plan at $14 per user per month billed annually and the Enterprise plan at $40 per user. Seat count and region change the final number, so check the checkout page before you buy.
Principali vantaggi di Zoho CRM
Here is what makes this crm worth a look:
- One home for customer data: Every account, note, and contact number sits in one record. Sales reps stop hunting through spreadsheets.
- Lead generation on autopilot: Website forms and your email client push new leads straight into the task list. Lead scoring ranks them for you.
- Talk on multiple channels: Phone, email, live chat, and social media feed into the same timeline. Real time notifications alert reps when a customer replies.
- Zia artificial intelligence: Zia AI agents flag stalled deals and suggest contact times. These ai features also power sales forecasting.
- Works with other Zoho tools: Zoho Campaign sends mass emails. Zoho Social schedules posts, and Zoho Books handles invoices.
- Reports you can read: Standard reports, pie charts, and dashboards show real time insights on annual goals. Google Analytics data can be pulled in too.
Cosa ha notato il nostro team
Note: We have not had extended hands-on time with Zoho CRM yet. The points above come from published documentation, the pricing page, and G2 reviews. G2 reviews highlight the clean interface for beginners, while the same reviews flag setup as complex.
Zoho CRM: vantaggi e svantaggi
✅ Pro
- Free version covers up to three users
- Zia AI suggests the best contact times for sales sensibilizzazione
- Workflow rules and macros automate tasks across sales processes
- Connects with over 100 third party apps, including Zoom and Slack
❌ Contro
- Steep learning curve once you customize modules
- Advanced features sit behind higher tier plans
- Free plan support replies take one to two business days
Che cos'è ClickUp?
ClickUp è un software di gestione progetti pensato per i team che lavorano insieme a un progetto.
You create tasks, assign tasks, set a due date, and track progress.
A multi-level hierarchy holds Workspaces, Spaces, Folders, Lists, Tasks, and Subtasks.
Docs, chat, and a whiteboard feature sit inside the same management platform.
ClickUp Brain, the built-in ai assistant, tracks workloads and time spent on projects.
ClickUp includes goals, dashboards, and docs among its essential features.
ClickUp
Run task management, docs, and team communication in one workspace. The free forever plan has no user cap.
Prezzi ClickUp
ClickUp offers one free tier and three paid steps above it. ClickUp plans charge per user.
| Piano | Prezzo | Ideale per |
|---|---|---|
| Gratuito | $0 | Solo workers and smaller teams testing basic task management |
| Illimitato | 7 dollari per utente al mese | Piccole imprese that need unlimited storage and gantt charts |
| Attività commerciale | 12 dollari per utente al mese | Marketing teams needing granular user permissions |
| Impresa | Costume | Grandi aziende che necessitano di single sign-on e conformità HIPAA |
Pricing verified August 2026.
Prova gratuita: Yes. Every paid plan comes with a 15-day free trial.
Garanzia di rimborso: ClickUp offre una garanzia di rimborso di 30 giorni su tutti i piani a pagamento.
📌 Nota: The Enterprise plan adds Health Assicurazione Portability and Accountability Act (HIPAA) compliance, api access, and live onboarding training.
⚠️ Avvertimento: You upgrade the entire workspace, not single seats. Every team member gets billed, even quiet ones.
Principali vantaggi di ClickUp
Here is where this project management platform earns its high score:
- Piano gratuito generoso: ClickUp’s free plan allows an unlimited number of users. Custom fields are capped at 100 uses.
- Views for every workflow: List, Board, Calendar, Gantt, and Timeline let you view tasks your way. A kanban board suits sprint work.
- Rilevamento del tempo integrato: Native timers and manual logging cover billable hours. Workload views support resource management and prevent burnout.
- Automazione that saves hours: Over 100 pre-built templates handle repeat work. Custom rules automate tasks you would otherwise repeat daily.
- Talk without leaving the tab: Communication features like docs, chat, and whiteboards cover team collaboration. Real time editing keeps everyone on the same page.
- Over 1,000 integrations: Slack, Google Drive, and Zoom connect in minutes. Sprint reports and burndown charts help dev teams.
Cosa ha notato il nostro team
Our writer signed up for ClickUp and used it for everyday task management. Here is what stood out from that hands-on time:
Pro e contro di ClickUp
✅ Pro
- Oltre 15 visualizzazioni di progetto per flussi di lavoro flessibili
- Over 1,000 integrations, including Slack, Google Drive, and Zoom
- Built-in time tracking, timesheets, and workload views
- Gantt charts, kanban board, List, and Calendar views in one place
❌ Contro
- The interface feels overwhelming for new users
- Gli strumenti di reporting sono sparsi in tutta la piattaforma.
- Live chat starts with an AI chatbot, and there is no phone support
Confronto delle funzionalità
Both tools carry many features. The overlap is smaller than the marketing suggests.
Here are ten areas that decide which software you should buy.
| Caratteristica | Zoho CRM | ClickUp |
|---|---|---|
| Prezzo di partenza | $ 10/mese | 7 dollari per utente al mese |
| Piano gratuito | ✅ (three users) | ✅ (utenti illimitati) |
| Gestione degli accordi | ✅ | ❌ |
| Gestione delle attività | ✅ Assistente AI per la creazione di schemi | 3 dollari al mese contro 5,83 dollari al mese |
| Monitoraggio del tempo | ❌ | ✅ |
| 🔄 Stai pensando di passare da WriterZen a GetGenie? | ❌ | ✅ |
| Campagne di marketing | ✅ | ❌ |
| Supporto tramite chat dal vivo | ✅ | ✅ (chatbot first) |
| Integrazioni | 100+ | 1,000+ |
| Ideale per | Sales teams and customer support | Internal teams running multiple projects |
1. Lead Generation and Task Management
Zoho CRM: Web forms and inbound emails create records without manual entry. Lead scoring sorts a basic lead from a hot one. Task management exists, but it stays tied to sales activities.
ClickUp: There is no lead generation engine here. What you get instead is deeper task work. You can assign tasks, nest subtasks, and add custom fields to any list.
2. Deal Management and Pipelines
Zoho CRM: Deal management is the core job. You can run multiple pipelines for different products or regions. Bigin covers small business teams that want something lighter.
ClickUp: A kanban board can fake a sales pipeline. It moves cards fine, but it will not calculate deal value or forecast revenue.
⚠️ Avvertimento: Teams that rebuild a pipeline inside a project management tool usually lose forecasting accuracy. Sales reps end up updating two systems.
3. Marketing Campaigns and Automation
Zoho CRM: Workflow rules follow simple “if this, then that” logic. Macros fire several steps at once, and marketing campaigns sync back to the same contact record.
ClickUp: Automations trigger on status changes, owners, and due dates. Marketing teams use them to route briefs, not to send mass emails.
4. Templates and Page Building
Zoho CRM: The landing page costruttore captures leads without a developer. Pages tie straight into campaigns, so tracking stays in one place.
ClickUp: Over 1,000 pre-built templates cover sprints, content calendars, and onboarding. You can import data from a spreadsheet and start in an hour.
5. Team Collaboration and Communication
Zoho CRM: The Feeds panel works like instant messaging for remote colleagues. Community Spaces gives customers and internal teams a shared forum.
ClickUp: Team communication happens in chat, docs, and comments on each task. An AI notetaker writes incontro notes, and guest access lets clients view tasks.
Salesforce Service Cloud offre strumenti di gestione dei casi e di assistenza clienti di livello enterprise. Traccia ogni problema del cliente dall'apertura alla chiusura. I team segnalano un miglioramento del 33% nei punteggi di soddisfazione del cliente dopo l'adozione.
Zoho CRM: SalesIQ adds live chat to your site and logs the conversation. Support teams see the same customer record that sales uses.
ClickUp: Enterprise search pulls answers from docs and tasks across the company. Support runs through a knowledge base, ClickUp University, and live chat.
7. Monitoraggio del tempo e gestione delle risorse
Zoho CRM: There is no native timer for billable hours. Zoho Project Plus covers that job, which means a second subscription.
ClickUp: Timers, estimates, and timesheets are built in. Workload views show who has capacity before you assign complex tasks.
💡 Consiglio da professionista: ClickUp’s time tracking is helpful, but some users describe logging entries as clunky. Test it during the trial.
8. Integrazioni e app di terze parti
Zoho CRM: Over 100 connections cover telephony, email marketing, and documentation. Zoom, Slack, Google Chat, and Microsoft Teams are all supported.
ClickUp: The count passes 1,000 apps, including Google Drive and Zoom. Calendar sync pulls meetings next to new tasks so nothing collides.
9. Artificial Intelligence Features
Zoho CRM: Zia predicts optimal contact times from client behavior. The same engine powers ai-driven analytics and Service Plus ticket routing.
ClickUp: ClickUp Brain answers questions about your workspace and drafts updates. It helps you save time on status reports across multiple projects.
10. Prezzi e costi
Here are the plans side by side. Both vendors offer discounts for yearly billing.
| Piano | Zoho CRM | ClickUp |
|---|---|---|
| Gratuito | $0 (three users) | Blogger abituali con 60.000 parole al mese |
| Piano base a pagamento | Standard: 10 dollari al mese | Accesso illimitato: 7 $/utente/mese |
| livello intermedio | Prezzo per la versione professionale: 30 dollari al mese | Business plan: $12/user/month |
| Livello superiore | Premium: 40 dollari al mese | Aziendale: Personalizzato |
Zoho CRM: Zoho CRM’s Standard plan is the cheapest way to get workflow rules. Annual subscribers can save up to 34 percent, and the free version is completely free for three seats.
ClickUp: The unlimited plan looks cheap at $7 per user. Costs climb fast because every paid plan charges per user across the whole workspace.
Diversi scenari
| Se hai bisogno | Scegliere | Perché |
|---|---|---|
| A free tool for a big group | ClickUp | No cap on accounts |
| Previsioni di vendita | Zoho CRM | Pipeline maths built in |
| Time tracking for billable work | ClickUp | Timer e fogli presenze nativi |
| To track customers end to end | Zoho CRM | One record per company |
| Gantt views for complex projects | ClickUp | Timeline and dependencies |
| Cheaper seats as you grow | Zoho CRM | Flat plan, not per user |
💰 Il tuo budget
ClickUp looks cheaper until you multiply the price per user. Zoho CRM’s flat monthly tiers stay predictable as headcount grows.
🔌 Il tuo stack tecnologico
Already running other Zoho tools like Zoho Books or Zoho Social? The crm plugs in without extra setup. ClickUp connects to more outside business software, and other features like dashboards work with that data.
📈 Your Sales Processes
If revenue depends on follow-ups, the crm system wins. ClickUp will manage tasks well but ignores deal value.
🎓 Il tuo livello di esperienza
Both tools ask for setup time. ClickUp’s features overwhelm new users, and Zoho CRM gets tricky once you customize modules.
🆓 Prove e demo gratuite
Each vendor gives a 15-day trial on paid tiers. Load real customer data first, or the demo tells you nothing.
🛟 Opzioni di supporto
Zoho answers free accounts within one to two business days, while Enterprise support promises a one-hour reply around the clock. ClickUp runs live chat outside business hours and adds live training on higher plans.
Guida al passaggio
Already running one of these? Here is what changes when you move.
🔄 Switching from Zoho CRM to ClickUp?
✅ Cosa otterrai:
- Gantt charts, timelines, and workload views for complex projects
- Native time tracking against estimates
- A free plan with no seat limit
❌ Cosa perderai:
- Lead scoring and pipeline forecasting
- Zia AI contact-time suggestions
- Built-in marketing campaigns and mass email sending
📋 Come effettuare il passaggio:
- Export contacts, deals, and notes from Zoho CRM as CSV files
- Create a ClickUp workspace and map fields to custom fields
- Import data, then rebuild reports as dashboards
🔄 Switching from ClickUp to Zoho CRM?
✅ Cosa otterrai:
- Real deal management with multiple pipelines
- Omnichannel logging of every customer conversation
- Flat pricing instead of a charge per seat
❌ Cosa perderai:
- Whiteboards, docs, and real time editing
- Timers and timesheets for billable hours
- A free tier that covers your whole team
📋 Come effettuare il passaggio:
- Export lists and contact details from your ClickUp workspace
- Open a Zoho CRM trial and pick the modules you need
- Upload the files, then set workflow rules for follow-ups
Cosa non è stato trattato nella nostra recensione
This comparison focused on small business and mid-size buyers. We did not test custom api access, migration at scale, or single sign on rollouts inside a large company. Enterprise contracts and the Ultimate plans sold to bigger accounts sit outside our scope. User feedback in this piece came from public G2 reviews. Feature sets change often, so check both vendors for new features before you sign.
Verdetto finale
| Categoria | Vincitore |
|---|---|
| 💰 Prezzi | ClickUp |
| 🚀 Caratteristiche principali | Zoho CRM |
| 📊 Analisi e reportistica | Zoho CRM |
| 🤝 Collaborazione di squadra | ClickUp |
| 👶 Facilità d'uso | Zoho CRM |
| 🔌 Integrazioni | ClickUp |
| 🛟 Assistenza clienti | Zoho CRM |
| 🏆 Vincitore assoluto | Zoho CRM |
🏆 VINCITORE: ZOHO CRM
Zoho CRM wins 4 out of 7 categories.
Ideale per: lead generation, deal management, customer support, and reporting on annual goals
These are two different products aimed at two different jobs. Zoho CRM organizes revenue. ClickUp organizes work.
ClickUp is the stronger buy if your bottleneck is delivery. It has enough features to run marketing sprints, product roadmaps, and client work in one place.
Zoho CRM takes the overall win because most buyers searching this comparison need a sales system first. It tracks contacts, quotes, and follow-ups that a task tool simply does not model.
Plenty of teams run both. The crm holds the customer, and the project tool holds the work.
Più Zoho CRM a confronto
Here is how Zoho CRM lines up against rivals buyers shortlist most often:
Zoho CRM eccelle su: lower entry price, a free tier for three seats, faster setup for a first-time buyer
Salesforce vince su: depth of customization, partner network for large rollouts, reporting built for complex org charts
Zoho CRM eccelle su: cost at higher contact volumes, tighter link to other Zoho tools, more control over module layout
HubSpot vince su: gentler onboarding, stronger content marketing hub, cleaner reporting out of the box
Zoho CRM vs Pipedrive
Zoho CRM eccelle su: broader feature range beyond sales, native customer support tools, ai features on mid tiers
Pipedrive vince su: simpler pipeline screen, quicker rep adoption, less admin work to maintain
Maggiori dettagli su ClickUp a confronto
ClickUp faces a crowded field of project management tools:
ClickUp contro Asana
ClickUp vince su: a free tier with no user cap, built-in timers, more view types per list
Asana vince su: calmer interface, shorter ramp-up for a new team member, steadier mobile app
ClickUp contro Monday.com
ClickUp vince su: better value at the same seat count, docs and whiteboards included, deeper task hierarchy
Monday.com vince su: friendlier board design, faster first-week setup, clearer permission screens
ClickUp vs Nozione
ClickUp vince su: sprint reporting, workload capacity views, automation rules that fire on status
Collega Pipedrive alla tua email, al calendario, agli strumenti di marketing e altro ancora. L'API aperta ti consente anche di creare integrazioni personalizzate. writing and wiki work, flexible page design, lighter feel for solo use
Domande frequenti
How much does Zoho CRM cost?
Paid tiers run from $10 to $40 per month in our data sheet. A free tier covers three seats. Zoho’s own pages quote higher figures billed annually.
Team in crescita che necessitano di più contatti e report
Yes. The free forever plan has no seat limit and covers unlimited tasks. Custom fields, storage per file, and dashboards are the main limits.
Is Zoho CRM cheaper than Salesforce?
Yes, at entry level. Zoho starts far below Salesforce and includes a free tier. The gap narrows once you add advanced modules and paid support.
Per cosa è più indicato ClickUp?
Teams that plan and deliver work. It handles sprints, content calendars, and client projects, with timers and dashboards that track progress in one workspace.
Team in crescita con esigenze di marketing
Yes, and many teams do. Keep customer records in the crm and delivery work in the project tool. Connect them through Zapier or native apps.
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