⚡ 簡単な評価:
- 価格: ゾーホー CRM starts at $10/month. ClickUp starts at $7 per user per month.
- 最適な用途: ゾーホー CRM suits sales teams tracking deals. ClickUp suits internal teams running multiple projects.
- 主な違い： One is a crm system for customer data. The other is project management software for tasks.
- 無料版: Zoho CRM is free for up to three users. ClickUp’s free plan allows an unlimited number of users.
- 私たちのおすすめ： Zoho CRM for most 中小企業 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.
概要
This Zoho CRM vs ClickUp comparison covers pricing, core features, support, and ease of use.
私たちの 作家 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.
Zoho CRM とは何ですか?
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.
Zoho CRMの料金プラン
Here is what each paid plan costs. Annual subscribers pay less per seat.
| プラン | 価格 | 最適な用途 |
|---|---|---|
| 無料 | $0 | Up to three users testing basic lead tracking |
| 標準 | 月額10ドル | Small teams that need workflow rules and standard reports |
| プロ | 月額30ドル | Growing sales teams with inventory management needs |
| プレミアム | 月額40ドル | Large businesses wanting advanced features |
Pricing verified August 2026.
無料トライアル: Yes. Paid tiers offer a 15-day trial with no card required.
返金保証: Zoho applies a 45-day refund window on annual plans.
📌 注記： 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.
Zoho CRMの主なメリット
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ブックス 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.
私たちのチームが気づいたこと
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のメリットとデメリット
✅ メリット
- Free version covers up to three users
- Zia AI suggests the best contact times for sales アウトリーチ
- Workflow rules and macros automate tasks across sales processes
- Connects with over 100 third party apps, including Zoom and Slack
❌ デメリット
- Steep learning curve once you customize modules
- Advanced features sit behind higher tier plans
- Free plan support replies take one to two business days
ClickUpとは何ですか?
ClickUpは、チームで共同プロジェクトを管理するためのプロジェクト管理ソフトウェアです。
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.
クリックアップ
Run task management, docs, and team communication in one workspace. The free forever plan has no user cap.
ClickUpの価格設定
ClickUp offers one free tier and three paid steps above it. ClickUp plans charge per user.
| プラン | 価格 | 最適な用途 |
|---|---|---|
| 無料 | $0 | Solo workers and smaller teams testing basic task management |
| 無制限 | 月額7ドル/ユーザー | 中小企業 that need unlimited storage and gantt charts |
| 仕事 | 1ユーザーあたり月額12ドル | Marketing teams needing granular user permissions |
| 企業 | カスタム | シングルサインオンとHIPAA準拠を必要とする大企業 |
Pricing verified August 2026.
無料トライアル: Yes. Every paid plan comes with a 15-day free trial.
返金保証: ClickUpは、すべての有料プランに対して30日間の返金保証を提供しています。
📌 注記： The Enterprise plan adds Health 保険 Portability and Accountability Act (HIPAA) compliance, api access, and live onboarding training.
⚠️ 警告： You upgrade the entire workspace, not single seats. Every team member gets billed, even quiet ones.
ClickUpの主なメリット
Here is where this project management platform earns its high score:
- 寛大な無料プラン： 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.
- 内蔵のタイムトラッキング機能： Native timers and manual logging cover billable hours. Workload views support resource management and prevent burnout.
- オートメーション 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.
私たちのチームが気づいたこと
Our writer signed up for ClickUp and used it for everyday task management. Here is what stood out from that hands-on time:
ClickUpのメリットとデメリット
✅ メリット
- 永久無料プランは無制限のユーザーをサポートします
- 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
❌ デメリット
- The interface feels overwhelming for new users
- レポートツールはプラットフォーム全体に分散している
- Live chat starts with an AI chatbot, and there is no phone support
機能比較
Both tools carry many features. The overlap is smaller than the marketing suggests.
Here are ten areas that decide which software you should buy.
| 特徴 | Zoho CRM | クリックアップ |
|---|---|---|
| 開始価格 | 月額10ドル | 月額7ドル/ユーザー |
| 無料プラン | ✅ (three users) | ✅（ユーザー数無制限） |
| 取引管理 | ✅ | ❌ |
| タスク管理 | ✅ 基本 | ✅ 上級者向け |
| 時間追跡 | ❌ | ✅ |
| ガントチャート | ❌ | ✅ |
| マーケティングキャンペーン | ✅ | ❌ |
| ライブチャットサポート | ✅ | ✅ (chatbot first) |
| 統合 | 100+ | 1,000+ |
| 最適な用途 | 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.
クリックアップ: 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.
クリックアップ: A kanban board can fake a sales pipeline. It moves cards fine, but it will not calculate deal value or forecast revenue.
⚠️ 警告： 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.
クリックアップ: 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 ビルダー captures leads without a developer. Pages tie straight into campaigns, so tracking stays in one place.
クリックアップ: 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.
クリックアップ: Team communication happens in chat, docs, and comments on each task. An AI notetaker writes ミーティング notes, and guest access lets clients view tasks.
6. 顧客サポートツール
Zoho CRM: SalesIQ adds live chat to your site and logs the conversation. Support teams see the same customer record that sales uses.
クリックアップ: Enterprise search pulls answers from docs and tasks across the company. Support runs through a knowledge base, ClickUp University, and live chat.
7. 時間管理とリソース管理
Zoho CRM: There is no native timer for billable hours. Zoho Project Plus covers that job, which means a second subscription.
クリックアップ: Timers, estimates, and timesheets are built in. Workload views show who has capacity before you assign complex tasks.
💡 プロのヒント: ClickUp’s time tracking is helpful, but some users describe logging entries as clunky. Test it during the trial.
8. 統合機能とサードパーティ製アプリ
Zoho CRM: Over 100 connections cover telephony, email marketing, and documentation. Zoom, Slack, Google Chat, and Microsoft Teams are all supported.
クリックアップ: 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.
クリックアップ: ClickUp Brain answers questions about your workspace and drafts updates. It helps you save time on status reports across multiple projects.
10. 価格設定とコスト
Here are the plans side by side. Both vendors offer discounts for yearly billing.
| プラン | Zoho CRM | クリックアップ |
|---|---|---|
| 無料 | $0 (three users) | 0ドル（ユーザー数無制限） |
| エントリー料金プラン | 標準料金：月額10ドル | 無制限プラン：ユーザー1人あたり月額7ドル |
| 中級クラス | プロフェッショナルプラン：月額30ドル | Business plan: $12/user/month |
| 最高級 | プレミアム：月額40ドル | エンタープライズ：カスタム |
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.
クリックアップ: The unlimited plan looks cheap at $7 per user. Costs climb fast because every paid plan charges per user across the whole workspace.
さまざまなシナリオ
| 必要な場合は | 選ぶ | なぜ |
|---|---|---|
| A free tool for a big group | クリックアップ | No cap on accounts |
| 売上予測 | Zoho CRM | Pipeline maths built in |
| Time tracking for billable work | クリックアップ | ネイティブタイマーとタイムシート |
| To track customers end to end | Zoho CRM | One record per company |
| Gantt views for complex projects | クリックアップ | Timeline and dependencies |
| Cheaper seats as you grow | Zoho CRM | Flat plan, not per user |
💰 あなたの予算
ClickUp looks cheaper until you multiply the price per user. Zoho CRM’s flat monthly tiers stay predictable as headcount grows.
🔌 あなたの技術スタック
Already running other Zoho tools like Zoho Books or Zohoソーシャル? 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.
🎓 あなたの経験レベル
Both tools ask for setup time. ClickUp’s features overwhelm new users, and Zoho CRM gets tricky once you customize modules.
🆓 無料トライアルとデモ
Each vendor gives a 15-day trial on paid tiers. Load real customer data first, or the demo tells you nothing.
🛟 サポートオプション
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.
切り替えガイド
Already running one of these? Here is what changes when you move.
🔄 Switching from Zoho CRM to ClickUp?
✅ 得られるもの：
- Gantt charts, timelines, and workload views for complex projects
- Native time tracking against estimates
- A free plan with no seat limit
❌ 失うもの：
- Lead scoring and pipeline forecasting
- Zia AI contact-time suggestions
- Built-in marketing campaigns and mass email sending
📋切り替え方法：
- 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?
✅ 得られるもの：
- Real deal management with multiple pipelines
- Omnichannel logging of every customer conversation
- Flat pricing instead of a charge per seat
❌ 失うもの：
- Whiteboards, docs, and real time editing
- Timers and timesheets for billable hours
- A free tier that covers your whole team
📋切り替え方法：
- 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
私たちのレビューで取り上げられなかったこと
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.
最終評決
| カテゴリ | 勝者 |
|---|---|
| 💰価格 | クリックアップ |
| 🚀 主な機能 | Zoho CRM |
| 📊 分析とレポート | Zoho CRM |
| 🤝 チームコラボレーション | クリックアップ |
| 👶 使いやすさ | Zoho CRM |
| 🔌 連携機能 | クリックアップ |
| 🛟 カスタマーサポート | Zoho CRM |
| 🏆総合優勝 | Zoho CRM |
🏆 受賞：ZOHO CRM
Zoho CRM wins 4 out of 7 categories.
最適な用途: 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.
Zoho CRMの比較をもっと見る
Here is how Zoho CRM lines up against rivals buyers shortlist most often:
Zoho CRMが優れている点： lower entry price, a free tier for three seats, faster setup for a first-time buyer
Salesforceが優れている点： depth of customization, partner network for large rollouts, reporting built for complex org charts
Zoho CRMが優れている点： cost at higher contact volumes, tighter link to other Zoho tools, more control over module layout
HubSpotが優れている点： gentler onboarding, stronger content marketing hub, cleaner reporting out of the box
Zoho CRMと パイプドライブ
Zoho CRMが優れている点： broader feature range beyond sales, native customer support tools, ai features on mid tiers
Pipedriveが勝利した点： simpler pipeline screen, quicker rep adoption, less admin work to maintain
ClickUpの比較をもっと見る
ClickUp faces a crowded field of project management tools:
ClickUp vs Asana
ClickUpが優れている点： a free tier with no user cap, built-in timers, more view types per list
Asanaが優れている点： calmer interface, shorter ramp-up for a new team member, steadier mobile app
ClickUp vs Monday.com
ClickUpが優れている点： better value at the same seat count, docs and whiteboards included, deeper task hierarchy
Monday.comが以下の点で勝利しました： friendlier board design, faster first-week setup, clearer permission screens
ClickUp vs 概念
ClickUpが優れている点： sprint reporting, workload capacity views, automation rules that fire on status
Notionが勝利した点： writing and wiki work, flexible page design, lighter feel for solo use
よくある質問
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.
ClickUpは本当に無料ですか？
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.
ClickUpはどのような用途に最適ですか？
Teams that plan and deliver work. It handles sprints, content calendars, and client projects, with timers and dashboards that track progress in one workspace.
両方のツールを一緒に使用できますか？
Yes, and many teams do. Keep customer records in the crm and delivery work in the project tool. Connect them through ザピエール or native apps.
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