📊 当社のテスト結果：
- 🎯 CRM and Contact Management: Salesforceは10点満点中9点を獲得、ClickUpは10点満点中5点だった。 セールスフォースが勝利
- ⚡ Task Management and Project Management: ClickUpは10点満点中9点を獲得、Salesforceは10点満点中5点だった。 ClickUpが勝利
- 🤖 AI Innovation: Salesforce Agentforce outperformed ClickUp Brain for sales workflows — セールスフォースが勝利
- 💰 価格: ClickUp starts at $7 per user vs Salesforce’s $25 per user — ClickUpが勝利
- 🔌 統合： Salesforce AppExchangeには5,000以上のアプリがあるのに対し、ClickUpには1,000以上のアプリがある。 セールスフォースが勝利
Are you stuck choosing between a CRM giant and a project management platform powerhouse?
Salesforce vs ClickUp is one of the most common software comparisons in 2026.
Both tools are popular with companies of every size, from solo workers to large enterprises.
But Salesforce and ClickUp solve very different 仕事 operations problems.
Salesforce is the world’s #1 CRM. It dominates customer relationship management, sales, and marketing.
ClickUp is a top-rated project management platform. It helps teams manage tasks, projects, and team communication in one place.
I tested both tools for three weeks. This full comparison breaks down pricing, features, integrations, and more — so you can pick your best bet.
概要
To give you the most accurate comparison, I tested Salesforce vs ClickUp side by side.
I spent weeks managing real customer データ, sales pipelines, complex projects, and team collaboration on both platforms.
I tracked CRM, automation, integration, pricing, and ease of use.
Salesforce is a SaaS, cloud-based CRM headquartered in San Francisco. It is the market leader in CRM solutions for businesses of all sizes.
ClickUp is also a SaaS, cloud-based business software. It is best known as one of the fastest-growing project management tools for small businesses, marketing teams, and large enterprises.
Here is what I found after a hands-on test of both Salesforce products and ClickUp plans.
Salesforce とは何ですか?
Salesforce is a leading AI-powered, cloud-based customer relationship management (CRM) platform.
Salesforce, Inc. is an American cloud-based software company headquartered in San Francisco, California.
It was founded by former Oracle executive and co founder Marc Benioff in February 1999.
Salesforce became the world’s largest enterprise software firm in 2022. It is recognized as the #1 CRM by IDC for years in a row.
Salesforce offers products and services for businesses of all sizes — from arising ventures and 中小企業 teams to large enterprises like Fortune 500 companies.
Salesforce includes dedicated Clouds for Sales Cloud, Service Cloud, Marketing Cloud, and Commerce Cloud. Each one is a specialized CRM for a specific business function.
セールスフォース
Salesforce is the world’s #1 CRM platform. It gives the salesforce team a complete view of every account, lead, and customer. With Agentforce AI, it automates tasks and improves customer experiences.
Salesforceの価格
2026年におけるSalesforceのコストは以下のとおりです。詳しく見ていきましょう。
| プラン | 価格 | 最適な用途 |
|---|---|---|
| 必需品 | 1ユーザーあたり月額25ドル | Small business teams starting with CRM |
| プロ | 月額75ドル/ユーザー | 営業チームを拡大する |
| 企業 | 1ユーザーあたり月額150ドル | 複雑なニーズを持つ大企業 |
Pricing verified March 2026.
無料トライアル: Salesforceは30日間の無料トライアルを提供しています。利用開始にクレジットカードは必要ありません。
返金保証: Salesforce does not offer a standard money-back guarantee. Review your contract carefully before signing.
📌 注記： Salesforce pricing is billed annually. Salesforce offers add-ons like Marketing Cloud, Data Cloud, and Tableau at separate costs. Total cost grows as your business grows and adds modules.
⚠️ 警告： Salesforce is often considered overkill for very small businesses with fewer than 5 employees. Salesforce’s pricing can quickly escalate with extra add ons and customization options. Always request a quote before signing.
Salesforceの主なメリット
Here is why Salesforce takes advantage in the CRM industry:
- Market-Leading CRM Platform: Salesforce is the #1 CRM by IDC ranking. Most businesses choose it as the 最高のCRM for customer success and business growth.
- アインシュタインAIとエージェントフォース： Salesforce delivers groundbreaking AI innovation. The Agentforce AI agent automates tasks and personalizes customer experiences. Teams report a 30% productivity boost in employees after AI commitments roll out.
- Salesforce AppExchange: The AppExchange launched in 2006 and now has over 5,000 apps. You can integrate essential apps like MailChimp, Zendesk, and クイックブックス without extra implementation work.
- マルチクラウドプラットフォーム： Sales Cloud, Service Cloud, Commerce Cloud, and Marketing Cloud each serve a specific business function. The customer company architecture gives sales teams a complete view of every client.
- Data Cloud Innovation: Salesforce Data Cloud is a “data lakehouse” that unifies business data from various sources in real time. It supports advanced analytics and Tableau-driven 報告 for chief digital officer-level decisions.
- スケーラビリティ: Salesforce technology is built to support the way you work now and to scale as your business grows. It handles even the most complex relationship management processes for smaller businesses or global enterprises.
セールスフォースのメリットとデメリット
✅ メリット
- World’s #1 CRM with the deepest feature set among other CRM solutions
- Einstein AI and Agentforce automate sales, service, and marketing tasks
- 5,000+ integrations via Salesforce AppExchange marketplace
- Reported 33% improvement in customer satisfaction (CSAT) for clients
- Dedicated Clouds for every business function and industry
❌ デメリット
- Expensive — starts at $25 per user per month, costs escalate fast with add ons
- Steep learning curve and training required for new users
- シンプルなニーズを持つ非常に小規模な企業にとっては、しばしば過剰な機能となる。
- Complex pricing structure may require a quote from sales
ClickUpとは何ですか?
ClickUp is a customizable, cloud-based project management software.
ClickUp helps teams plan, track, and manage projects across an entire workspace.
ClickUp centralizes tasks, docs, calendars, and team communication into one platform.
This cuts down on tool switching and improves business operations for solo workers, smaller teams, and large enterprises alike.
ClickUp includes 15+ project views — including Gantt charts, Kanban board, calendar, and timeline. ClickUp’s features support real time editing and multiple projects under one roof.
ClickUp Brain, the built-in AI assistant, helps you manage tasks, track workloads, and save time on repetitive work.
クリックアップ
ClickUp is an all-in-one project management platform. It combines task management, docs, whiteboards, and AI into one workspace. The free forever plan supports an unlimited number of users — rare among project management tools.
ClickUpの価格設定
Here is what ClickUp plans cost in 2026. Let’s break it down.
| プラン | 価格 | 最適な用途 |
|---|---|---|
| 永久無料プラン | $0 | 個人事業主および小規模チーム |
| 無制限プラン | 月額7ドル/ユーザー | 無制限の機能を必要とする小規模チーム |
| 事業計画 | 1ユーザーあたり月額12ドル | Marketing teams and mid-size teams |
| エンタープライズプラン | カスタム | Large companies needing HIPAA, single sign on, advanced user permissions |
Pricing verified March 2026.
無料トライアル: ClickUp offers a 15-day free trial on paid plans. No credit card is required.
返金保証: ClickUp offers a 30-day money-back guarantee on all paid plans. ClickUp plans also offer discounts when billed annually, plus other features unlocked at the Business plan tier.
📌 注記： ClickUp upgrades your entire workspace at once. All members must move to the same paid plan together. The Business plan unlocks unlimited storage, advanced 時間追跡, and guest access. The Enterprise plan adds single sign on (SSO), API access, and white-label options.
⚠️ 警告： ClickUp’s free plan limits custom fields to 100 uses. If your team needs more, you will hit the cap fast. The free forever plan is completely free for unlimited users — but upgrade to Unlimited for full access.
ClickUpの主なメリット
Here is what makes ClickUp one of the best project management tools in 2026:
- 永久無料プラン（ユーザー数無制限）： ClickUp offers a free forever plan that supports an unlimited number of users. Very few project management platforms match this — it is completely free and a high score among free plans.
- ClickUp Brain AI Assistant: The built-in AI assistant helps users manage tasks and assign tasks faster. ClickUp Brain tracks workloads, suggests priorities, and helps every team member save time on repetitive work.
- 15件以上のプロジェクト閲覧数： ClickUp supports List, Board, Calendar, Gantt charts, Kanban board, and Timeline views. Every team member can view tasks in the format they prefer. The whiteboard feature also supports real time editing for ブレインストーミング.
- 内蔵のタイムトラッキング機能： ClickUp includes native timers, manual logging, and resource management. Teams can track billable hours, due date progress, and time estimates without a third-party tool.
- 1,000以上の連携機能： ClickUp integrates with Slack, Google Drive, Zoom, and 1,000+ other apps. You keep your existing tech stack and gain access to all your essential features under one platform.
- 100種類以上の自動化テンプレート： ClickUpの自動化 ビルダー includes over 100 pre-built templates. Marketing teams and project teams can automate repetitive workflow rules in minutes — no API access or coding needed.
ClickUpのメリットとデメリット
✅ メリット
- Affordable paid plans starting at $7 per user per month
- Free forever plan supports unlimited users and basic essential features
- 15+ project views including Gantt charts and Kanban board for complex tasks
- Strong built-in communication features (docs, chat, whiteboard, team messenger)
- 有料プランすべてに30日間の返金保証付き
❌ デメリット
- Steep learning curve due to the large number of new features
- Not a CRM — lacks contact management and full sales pipeline
- Reporting tools are scattered and hard to find for new users
- No phone support on any plan — only AI chat and knowledge base
機能比較
Ready to dive into a detailed Salesforce vs ClickUp feature comparison?
We will explore 9 key features to help you determine which platform fits your needs.
| 特徴 | セールスフォース | クリックアップ |
|---|---|---|
| 開始価格 | 1ユーザーあたり月額25ドル | 0ドル（無料プラン） |
| 無料プラン | ❌ | ✅ (Unlimited Users) |
| CRM／顧客管理 | ✅ | ❌ |
| プロジェクト管理 | ❌ | ✅ |
| AIエージェント | ✅ (エージェントフォース) | ✅（クリックアップ・ブレイン） |
| 時間追跡 | ❌（アドオン） | ✅内蔵 |
| 統合 | ✅ 5,000以上のアプリ | ✅ 1,000以上のアプリ |
| Gantt Charts / Kanban Board | ❌ | ✅ |
| 販売パイプライン | ✅ | ❌ |
| 最適な用途 | 営業およびCRMチーム | プロジェクトおよびタスク管理 |
1. CRMプラットフォーム
セールスフォース: Salesforce CRM is the world’s #1 customer relationship management platform. It tracks every customer interaction, from first contact to closed deal. Salesforce provides a complete view of customers — including activity history, key contacts, and communications. Salesforce takes advantage of decades of CRM industry leadership to handle the most complex pipelines.
クリックアップ: ClickUp is not a dedicated CRM. It can handle basic contact management through custom fields and views. But it lacks the deep pipeline tracking, lead scoring, and forecasting tools that Salesforce offers. For sales-led companies, ClickUp’s free plan and paid plans are not enough features to replace a CRM.
⚠️ 警告： Do not try to use ClickUp as a full CRM replacement. If your team manages a large sales pipeline, Salesforce is the right software for the job.
2. Project Management Platform
セールスフォース: Salesforce has basic project tracking through its platform. But it is built around customer data, not project management. Teams that manage projects with sprints, Gantt charts, or workload views will find Salesforce lacking — they will need to integrate apps from the AppExchange to fill the gap.
クリックアップ: ClickUp was built as a project management platform from the ground up. It supports Gantt charts, Kanban board, sprint reports, and burndown charts. Teams can manage tasks and multiple projects across the entire workspace. Marketing teams and product teams use ClickUp to manage complex tasks in 15+ views.
3. AI Innovation and Automation
セールスフォース: Salesforce’s Agentforce (Einstein AI) is groundbreaking AI innovation for enterprise software. The AI agent automates tasks, personalizes customer experiences, and predicts deal outcomes. In 2025, Salesforce adopted an AI-first strategy focused on agentic automation. Increased automation has been shown to boost employee productivity by 30%.
クリックアップ: ClickUp Brain is ClickUp’s built-in AI assistant. It helps users manage workloads, write project updates, and assign tasks faster. ClickUp Brain also includes 100+ pre-built automation rules. This is strong for project management, but it does not match Salesforce’s AI depth for sales workflows.
✅ テスト結果： Salesforce Agentforce won our AI automation test. It handled complex sales workflows that ClickUp Brain could not replicate on its own.
4. 分析とレポート
セールスフォース: Salesforce includes advanced analytics through Tableau integration and its built-in Visual Analytics tool. Salesforce’s integration with Tableau enables data-driven decision making with high forecasting accuracy. The reporting tools deliver real-time business data dashboards for chief digital officer-level visibility.
クリックアップ: ClickUp has a customizable reporting module with pre-made dashboards. Users can track KPIs, team capacity, and project health in real time. However, ClickUp’s reporting tools are scattered throughout the platform. New users can find them hard to locate without a sneak peek or live onboarding training.
5. Time Tracking and Resource Management
セールスフォース: Salesforce does not include native time tracking. You would need to install a third-party app from the AppExchange. This adds cost and implementation work for sales teams that need to log billable hours against accounts.
クリックアップ: ClickUp includes built-in time tracking with native timers, time estimates, and manual logging. Teams can track billable hours, assemble timesheets, and view workload breakdowns — all without a third-party tool. Resource management features prevent burnout and help managers balance team workloads.
6. Team Communication and Collaboration
セールスフォース: Salesforce enhances collaboration through shared customer data and the Chatter tool. Teams can share records, tag colleagues, and comment on deals. It is great for aligning sales and service teams around shared customer experiences.
クリックアップ: ClickUp has much stronger general team communication features. ClickUp includes built-in docs, a team messenger, and an online whiteboard feature for brainstorming. Real time editing and task comments keep every team member in sync — even guest access users on the Business plan.
7. 統合と技術スタック
セールスフォース: Salesforce offers one of the largest third-party app marketplaces in the CRM industry. The AppExchange has over 5,000 apps, including MailChimp, ゼンデスク, and QuickBooks. Salesforce integrates with many third-party platforms like SAP and Oracle via MuleSoft. The integration templates and API designs make connecting essential apps simple.
クリックアップ: ClickUp integrates with over 1,000 popular tools, including Slack, Google Drive, and Zoom. This covers most teams’ tech stack needs. But ClickUp does not match Salesforce’s enterprise-grade integration depth with ERP platforms or QuickBooks.
8. Ease of Use and Training
セールスフォース: Salesforce is straightforward once you know the platform. But the initial learning curve is steep. Most businesses hire a salesforce team admin to handle setup and training. Smaller teams may find this demanding without infrastructure or implementation support.
クリックアップ: ClickUp’s user interface is complex due to its massive feature set. New users often feel overwhelmed. However, ClickUp University and live training help teams get up to speed faster. The knowledge base, live onboarding training, and AI chatbot also offer support. The mobile app includes an offline mode for new tasks on the go.
⚠️ 警告： どちらのツールも習得には時間がかかります。どちらのプラットフォームでも、チームが最大限の生産性を発揮できるようになるまでには、2～4週間の導入期間を見込んでおきましょう。
9. 価格設定とコスト
料金プランを並べて比較してみましょう。
| プラン | セールスフォース | クリックアップ |
|---|---|---|
| 無料 | ❌ | $0 (Unlimited Users) |
| 初心者向け／必需品 | 1ユーザーあたり月額25ドル | $7/user/month (Unlimited Plan) |
| プロフェッショナル／ビジネス | 月額75ドル/ユーザー | $12/user/month (Business Plan) |
| エンタープライズプラン | 1ユーザーあたり月額150ドル | カスタム |
セールスフォース: Salesforce is the more expensive option at every tier. The Essentials tier starts at $25 per user per month, billed annually. Enterprise pricing reaches $150 per user per month. Add ons like Data Cloud and Marketing Cloud push costs even higher. Pricing reflects Salesforce’s enterprise-grade CRM solutions, but the cost may not suit every small business budget.
クリックアップ: ClickUp’s paid plans are considered affordable for project management tools. ClickUp offers a free plan and starts at $7 per user per month. ClickUp also offers discounts on annual billing. For small businesses and mid-size teams on a tight budget, ClickUp delivers exceptional value with a 30-day money-back guarantee.
💡 テスト結果： ClickUp wins on pricing. A 10-person team would pay $70 per month on ClickUp Unlimited vs $250 per month on Salesforce Essentials. That is a $180 monthly difference.
さまざまなシナリオ
| 必要な場合は | 選ぶ | なぜ |
|---|---|---|
| CRMと販売パイプライン管理 | セールスフォース | CRM専用に構築 |
| Tight budget or free forever plan | クリックアップ | ユーザー1人あたり月額18ドル安くなる |
| Project management and task management | クリックアップ | プロジェクトワークフロー向けに構築されています |
| Enterprise AI agent automation | セールスフォース | Agentforce leads in AI innovation |
| 内蔵のタイムトラッキング機能 | クリックアップ | ネイティブのタイムトラッキング機能を搭載 |
| Large app integrations | セールスフォース | AppExchangeには5,000以上のアプリがあります |
| Beginner-friendly trial | クリックアップ | 無料プラン＋30日間返金保証 |
💰 あなたの予算
ClickUp is the clear winner for budget-conscious teams. At $7 per user per month vs Salesforce’s $25 per user per month, ClickUp costs 72% less at entry level. If your business has tight cash flow, ClickUp’s free plan is a great start.
🔌 あなたの技術スタック
If your business uses Slack, Google Drive, and Zoom, ClickUp’s 1,000+ integrations cover most needs. If you use SAP, Oracle, or QuickBooks, Salesforce’s MuleSoft integration is the stronger choice for an enterprise tech stack.
📝 あなたの主な使用例
Choose Salesforce if your team’s job is managing customers and closing deals. Choose ClickUp if your team’s main work is to manage projects, deadlines, and task management across multiple projects.
🎓 あなたの経験レベル
Both tools have a learning curve. ClickUp University and live onboarding training help new users get started faster. Salesforce often requires a dedicated admin or consultant for proper implementation, especially on the Enterprise plan.
🆓 無料トライアルとデモ
ClickUp’s free forever plan lets you test the tool with no time limit. Salesforce offers a 30-day free trial. Try both before you commit — each platform feels very different in practice.
🛟 サポートオプション
Salesforce offers 24/7 customer support on higher-tier plans. ClickUp provides live chat support but requires you to interact with an AI chatbot first. Neither tool offers phone support on entry-level plans.
切り替えガイド
既にこれらのツールのいずれかをご利用ですか？切り替える際に知っておくべきことは以下のとおりです。
🔄 SalesforceからClickUpに切り替えますか？
✅ 得られるもの：
- 月額料金が大幅に削減され、ユーザー1人あたり月額最大18ドル節約できます。
- Built-in time tracking, Gantt charts, and 15+ views for project management
- A 30-day money-back guarantee and a free forever plan with unlimited users
❌ 失うもの：
- Dedicated CRM features — lead scoring, sales forecasting, pipeline management
- Access to Salesforce AppExchange and 5,000+ apps to integrate
- Agentforce AI agent for advanced sales and marketing automation
📋切り替え方法：
- Salesforceから連絡先、取引、アクティビティデータをCSVファイルとしてエクスポートします。
- ClickUpアカウントを作成し、ワークスペース、スペース、リストを設定してください。
- Import data into ClickUp and rebuild your workflows using custom fields and views
🔄 ClickUpからSalesforceへの移行をお考えですか？
✅ 得られるもの：
- The world’s #1 CRM with full pipeline and forecast management
- Agentforce AI agent that automates complex sales and service workflows
- AppExchange上の5,000以上のアプリへのアクセスと、エンタープライズグレードの統合機能
❌ 失うもの：
- Built-in time tracking — you will need a third-party AppExchange add-on
- Native Gantt charts, Kanban board, and 15+ flexible project management views
- The free forever plan — Salesforce starts at $25 per user per month, no free tier
📋切り替え方法：
- Export your tasks, projects, and team data from ClickUp as CSV or Excel files
- Sign up for a Salesforce free trial and configure CRM setup with an admin
- Import data into Salesforce and train your sales team with onboarding resources
最終評決
| カテゴリ | 勝者 |
|---|---|
| 💰価格 | クリックアップ |
| 🏢 CRMの機能 | セールスフォース |
| 📋 プロジェクト管理 | クリックアップ |
| 🤖 AI Innovation | セールスフォース |
| ⏱️ 時間追跡 | クリックアップ |
| 🔌 連携機能 | セールスフォース |
| 🤝 Team Communication | クリックアップ |
| 📊 分析 | セールスフォース |
| 🏆総合優勝 | セールスフォース |
🏆 受賞者：セールスフォース
Salesforce wins 4 out of 8 categories — and the categories it wins are critical for revenue growth and customer success.
最適な用途: Sales teams, CRM-heavy businesses, enterprise companies, and teams needing advanced AI agent automation.
Salesforce and ClickUp are fundamentally different software products built for different jobs.
Salesforce is the world’s #1 CRM. It is built to manage customer relationships, sales, and marketing — and to scale as the company grows.
ClickUp is a project management platform powerhouse. It is built for managing tasks, multiple projects, and team communication across the entire workspace.
ClickUp wins on pricing, project management, time tracking, and team communication. It is the better choice for small businesses on a budget or marketing teams focused on task execution.
However, if your business operations live and breathe customer data, Salesforce is the clear best CRM. No other CRM solutions come close to its analytics, AI commitments, integration ecosystem, or industry depth.
Now go pick the platform that fits your team’s growth goals!
Salesforceの比較をもっと見る
Here’s how Salesforce stacks up against other CRM solutions:
Salesforceが優れている点： エンタープライズCRMの高度な機能、AIによる自動化、AppExchangeとの連携
HubSpotが優れている点： 使いやすさ、無料のCRMプラン、組み込みのマーケティングツール
Salesforceが優れている点： AI機能、拡張性、統合エコシステム
Zoho CRMが優れている点： 価格設定、使いやすさ、ネイティブのビジネスアプリスイート
Salesforceが優れている点： Feature depth, AI agent automation, enterprise scalability
Pipedriveが勝利した点： シンプルさ、低コスト、小規模営業チーム向けの迅速なセットアップ
Salesforceが優れている点： 統合の深度、高度な分析機能、グローバルなエンタープライズサポート
Freshsalesが勝利した点： 価格設定、内蔵の電話およびメールツール、迅速なオンボーディング
ClickUpの比較をもっと見る
Here’s how ClickUp stacks up against other project management tools:
ClickUp vs Asana
ClickUpが優れている点： 価格設定、機能の充実度、無制限ユーザー向けの無料プラン
Asanaが優れている点： よりクリーンなインターフェース、より簡単なオンボーディング、ポートフォリオ管理
ClickUp vs Monday.com
ClickUpが優れている点： コストパフォーマンスが高く、視聴回数も多く、時間追跡機能も内蔵されています。
Monday.comが以下の点で勝利しました： 視覚的なデザイン、使いやすさ、マーケティングに適したテンプレート
ClickUp vs Trello
ClickUpが優れている点： Feature range, AI assistant, advanced views beyond Kanban
Trelloが優れている点： シンプルさ、使いやすさ、カンバンファーストのビジュアル体験
ClickUp vs ライク
ClickUpが優れている点： 料金プラン、無料プラン、プラットフォームに組み込まれたAIアシスタント
Wrikeが勝利した点： リソース管理、高度なレポート作成、エンタープライズ 安全
よくある質問
中小企業にとってSalesforceは導入する価値があるのか？
Salesforce can be worth it for sales-driven small business teams. But it is often overkill and expensive for fewer than 10 employees. HubSpot or Pipedrive may fit smaller businesses better.
ClickUpは何に使われるのですか？
ClickUp is used for project management, task management, and team communication. It helps marketing teams, agencies, and dev teams manage projects, complex tasks, and multiple projects in one platform.
How does Salesforce vs ClickUp compare for team communication?
ClickUp has stronger communication features — docs, chat, and a whiteboard feature with real time editing. Salesforce focuses collaboration around customer data via Chatter. For project teams, ClickUp wins.
ClickUpは本当に永久無料ですか？
Yes, ClickUp’s free plan is completely free for unlimited users. Custom fields are capped at 100 uses. The Unlimited plan at $7 per user removes the cap and adds new features.
それは 最高のCRMソフトウェア 2026年に？
Salesforce is the best CRM in 2026, ranked #1 by IDC for years in a row. HubSpot and Zoho fit smaller teams. ClickUp is a project management platform, not a CRM.
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