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

에 의해서 | Last updated Jun 12, 2026

우승자
클릭업
4.3
  • 15+ Project Views Included
  • 클릭업 브레인 AI 어시스턴트
  • 1,000개 이상의 연동 기능
  • 평생 무료 플랜
  • 내장된 시간 추적 기능
  • Loading...
  • 유료 플랜은 사용자당 월 7달러부터 시작합니다.
준우승
세일즈메이트
3.3
  • 시각적 판매 파이프라인
  • 샌디 AI 오토메이션
  • Built-in Calling & Recording
  • 내장형 회의 스케줄러
  • Loading...
  • 15일 무료 체험
  • 유료 플랜은 사용자당 월 23달러부터 시작합니다.

⚡ 간단 평가:

  • 가격: ClickUp starts at $7/user/month with a free forever plan. Salesmate starts at $23/user/month.
  • 다음과 같은 경우에 가장 적합합니다: ClickUp for project management and task management. Salesmate for the sales process and pipeline management.
  • 주요 차이점: ClickUp is project management software. Salesmate is CRM software built around your sales pipeline.
  • 저희가 선택한 제품: ClickUp for most teams. It costs less, includes a free plan, and covers more 사업 운영.
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.

개요

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

또한 각 도구가 누구에게 가장 적합한지 분석해 보았습니다.

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

They also spent hands-on time inside each platform.

해당 내용은 아래 '우리 팀이 발견한 사항' 섹션에 나와 있습니다.

Salesmate란 무엇인가요?

세일즈메이트 홈페이지

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 부동산 회사.

Salesmate.io CRM 데모 및 리뷰 (완벽 가이드)

세일즈메이트

⭐ 3.3/5 | 💰 월 사용자당 $23부터

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

세일즈메이트 가격 책정

Loading...

계획가격가장 적합한 대상
기초적인사용자당 월 23달러개인 영업 담당자 및 소규모 팀으로 시작하는 경우
찬성사용자당 월 39달러성장하는 팀에 필요한 오토메이션 journeys
사업사용자당 월 63달러Larger sales teams and advanced analytics

Pricing verified June 2026.

세일즈메이트 가격 책정

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

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

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

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

세일즈메이트의 주요 이점

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.
  • 내장 통화 기능: 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 자피어 통합.
  • 모바일 CRM: Get full access to data and activities on mobile. Your contacts and deals 여행하다 당신과 함께.
세일즈메이트의 주요 혜택

우리 팀이 발견한 점

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

세일즈메이트 개인 경험

세일즈메이트의 장점과 단점

✅ 장점
  • 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
❌ 단점
  • 일부 사용자는 이메일 템플릿 편집기에서 버그가 발생했다고 보고했습니다.
  • Weaker for marketing automation than rival tools
  • Can delete leads if a payment is missed

ClickUp이란 무엇인가요?

클릭업

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, 소규모 사업체, and large marketing teams alike.

🏆 Winner: ClickUp

⭐ 4.3/5 | 💰 월 사용자당 $7부터

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

ClickUp 가격 책정

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

계획가격가장 적합한 대상
무료$0Solo workers and personal use, completely free
제한 없는사용자당 월 7달러Small teams that manage multiple projects
사업사용자당 월 12달러Mid-size teams needing resource management
기업관습Large orgs needing HIPAA and single sign on

Pricing verified June 2026.

클릭업 가격 책정

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

환불 보장: ClickUp은 모든 유료 플랜에 대해 30일 환불 보증을 제공합니다.

📌 메모: 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.

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

ClickUp의 주요 이점

Here is what makes ClickUp worth considering:

  • Many project views: Switch between List, Board, Calendar, Gantt charts, and Timeline. The Kanban board view suits 기민한 팀들.
  • 클릭업 브레인: The AI assistant tracks workloads and time. It helps you manage tasks and surface insights.
  • 내장된 시간 추적 기능: Native timers and manual logging cover billable hours. Workload views help prevent burnout.
  • 심층적인 맞춤 설정: 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.
  • 1,000개 이상의 연동 기능: Connect Slack, Google Drive, Zoom, and more. API access covers all the necessary APIs for custom builds.
클릭업의 주요 이점

우리 팀이 발견한 점

Our writer used ClickUp for everyday task management and project tracking. Here is what stood out from that hands-on time:

클릭업 개인 경험

ClickUp의 장점과 단점

✅ 장점
  • 평생 무료 플랜은 무제한 사용자를 지원합니다.
  • 15+ project views, including Gantt and Kanban
  • Strong value for money against most rivals
  • Over 1,000 integrations and 1,000+ templates
❌ 단점
  • Interface feels complex for new users
  • 보고 도구는 플랫폼 전체에 흩어져 있습니다.
  • No phone support on any ClickUp plan

기능 비교

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.

특징세일즈메이트클릭업
시작 가격사용자당 월 23달러사용자당 월 7달러
무료 플랜
Core FunctionCRM 및 영업 파이프라인프로젝트 관리
AI 어시스턴트✅ 샌디 AI✅ 클릭업 브레인
시간 추적
Gantt & Kanban Board
내장 통화 기능
회의 일정 관리자
통합700+1,000+
가장 적합한 대상영업팀프로젝트 및 작업 관리

1. Core Function: Deals vs Projects

판매원: 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.

Salesmate에서 거래를 관리하세요

클릭업: 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.

클릭업 프로젝트 관리

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

2. Views and Reporting

판매원: 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.

세일즈메이트 보고서 분석

클릭업: 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.

클릭업 칸반

3. 자동화

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

13 - 채팅 메신저 - 세일즈메이트

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

클릭업 AI 자동화 빌더

4. AI 비서

판매원: 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.

Salesmate 이메일 템플릿

클릭업: 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.

클릭업

5. Time Tracking and Scheduling

판매원: 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.

세일즈메이트 미팅 스케줄러

클릭업: 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.

클릭업 시간 추적

6. Calendar and Contacts

판매원: 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.

세일즈메이트 트랙 회사

클릭업: 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.

클릭업

7. Templates and Forms

판매원: 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 - 웹 양식 생성 - 세일즈메이트

클릭업: 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.

클릭업 빌더 템플릿

8. 협업

판매원: 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.

Salesmate CRM으로 팀 협업 및 의사 결정 능력을 향상시키세요

클릭업: 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.

클릭업

판매원: 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.

Salesmate 내에서 화상 회의 도구를 통합하여 회의를 진행하세요.

클릭업: 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.

클릭업

10. 가격 및 비용

요금제를 나란히 비교해 보겠습니다.

계획세일즈메이트클릭업
무료❌ (15일 무료 체험만 가능)✅ 평생 무료
입장료 지불됨월 사용자당 23달러 (기본 요금제)사용자당 월 7달러 (무제한)
중급사용자당 월 39달러 (프로 버전)사용자당 월 12달러 (기업용)
최상위사용자당 월 63달러 (기업용)맞춤형(엔터프라이즈용)

판매원: 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.

클릭업: 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.

다양한 시나리오

필요하시면선택하다
A sales CRM세일즈메이트Built to track deals and close sales
프로젝트 관리클릭업15+ views for tasks and projects
무료 플랜클릭업Loading...
내장 통화 기능세일즈메이트Calls, recording, voicemail drops
시간 추적클릭업Native timers and billable hours
최저 비용클릭업Starts at $7 per user

💰 예산

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

🔌 사용 중인 기술 스택

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.

🎓 귀하의 경험 수준

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

🆓 무료 체험 및 데모

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.

🛟 지원 옵션

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.

전환 가이드

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?

✅ 얻게 될 이점:

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

❌ 잃게 될 것:

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

📋 전환 방법:

  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?

✅ 얻게 될 이점:

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

❌ 잃게 될 것:

  • The free plan and low $7 per user pricing
  • Project views like Gantt charts and Timeline
  • 내장된 시간 추적 및 자원 관리 기능

📋 전환 방법:

  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

저희 리뷰에서 다루지 않은 내용

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.

최종 판결

범주우승자
💰 가격클릭업
🚀 핵심 기능Tie (different jobs)
📊 영업 파이프라인세일즈메이트
🗂️ 프로젝트 관리클릭업
👶 사용 편의성세일즈메이트
🔌 통합클릭업
🏆 종합 우승클릭업

🏆 우승: 클릭업

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

다음과 같은 경우에 가장 적합합니다: 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.

세일즈메이트와 비교했을 때 더 많은 정보

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

Salesmate가 다음 항목에서 승리합니다: Lower entry price, built-in calling, faster setup for smaller teams.

HubSpot이 다음 분야에서 우위를 차지했습니다: A free CRM tier, deeper marketing automation, and a larger app marketplace.

세일즈메이트 vs 세일즈포스

Salesmate가 다음 항목에서 승리합니다: Simpler interface, lower cost per user, and quicker time to train users.

Salesforce가 다음 분야에서 우위를 점했습니다: Enterprise depth, broad customization, and stronger sales forecasting at scale.

Salesmate와 Freshales CRM 비교

Salesmate가 다음 항목에서 승리합니다: Customizable sales process, voicemail drops, and a praised support team.

Freshsales가 다음 부문에서 승리했습니다: A free starter tier, built-in chat, and tighter ties to the Freshworks suite.

세일즈메이트 vs

Salesmate가 다음 항목에서 승리합니다: Cleaner pipeline management, lower price, and a gentler learning curve.

Keap은 계속해서 승리합니다: Stronger email campaigns, e-commerce tools, and built-in invoicing for solo businesses.

ClickUp과 비교했을 때 더 많은 정보

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

ClickUp이 다음 분야에서 우위를 점했습니다: More project views, built-in time tracking, and better value per user.

Asana가 다음 항목에서 승리했습니다: A cleaner interface, gentler onboarding, and polished workflow rules for new users.

ClickUp vs Monday.com

ClickUp이 다음 분야에서 우위를 점했습니다: Better value for money, a free forever plan, and deeper customization.

Monday.com이 다음 항목에서 승리했습니다: A friendlier interface, faster setup, and colorful boards out of the box.

ClickUp vs Trello

ClickUp이 다음 분야에서 우위를 점했습니다: Gantt charts, time tracking, and a richer set of essential features.

Trello가 다음 분야에서 승리했습니다: Dead-simple Kanban board setup, a gentle learning curve, and quick solo use.

클릭업 vs 개념

ClickUp이 다음 분야에서 우위를 점했습니다: Real project management, dashboards, and resource management for teams.

Notion이 다음 항목에서 승리했습니다: Flexible docs, a slick wiki, and free-form notes for solo workers.

귀사의 요구사항에 맞는 최고의 CRM 도구

자주 묻는 질문

Salesmate는 무엇에 사용되나요?

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.

ClickUp은 무엇에 사용되나요?

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.

Loading...

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.

ClickUp 요금제는 얼마인가요?

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.

파힘 요하르더, 설립자

파힘 요하르더, 설립자

900개 이상의 AI 도구를 테스트했습니다. 월간 독자 수는 25만 명 이상입니다.

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