You’re juggling tasks, right? Deals, projects, everything. It’s a mess. You need a system.
Something that keeps things organized boosts sales and makes life easier.
But you’re stuck. Zoho 고객 관계 관리(CRM) vs ClickUp? Both seem good.
Picking the wrong tool could mean more headaches, not less.
Let’s break down Zoho 고객 관계 관리(CRM) vs ClickUp, side by side. We’ll explore the key differences, the strengths, and the weaknesses.
By the end, you’ll know exactly which platform wins for your specific needs in 2025.
개요
To give you a real-world perspective, we didn’t just read reviews. We dove deep, testing both Zoho 고객 관계 관리(CRM) and ClickUp across various business scenarios.
This involved setting up sales pipelines, managing projects, and analyzing 보고 features, ensuring a practical, hands-on comparison.
Want a simple yet powerful 고객 관계 관리(CRM) to organize your customer relationships? You can experience it risk-free!
가격: It has a free trial. The premium plan starts at $14/month.
주요 특징:
- Contact Management
- Sales Force Automation
- Analytics & Reporting
Boost productivity by 25%! ClickUp helps you manage sales, projects, docs, and more.
가격: It has a free plan. The premium plan starts at $7/month.
주요 특징:
- Task Management
- 프로젝트 관리
- 협업 도구
What is Zoho CRM?
You’ve probably heard of Zoho 고객 관계 관리(CRM). It’s a sales-focused tool.
Think pipelines, leads, and closing deals.
It’s designed to help businesses manage customer relationships.
It’s a solid choice, especially if sales are your main focus.
또한 우리가 가장 좋아하는 것을 탐색하세요 Zoho alternatives…
우리의 견해
Elevate your 소셜 미디어 strategy with Zoho Social. From smart scheduling and social listening to in-depth analytics, Discover the power of Zoho Social today!
주요 이점
- Customization is king: Tailor Zoho CRM to fit your exact workflow.
- Affordable for everyone: Starts with a free plan for up to 3 users.
- Mobile app access: Manage your CRM on the go, anytime, anywhere.
- Built-in analytics: Track critical metrics and gain valuable insights.
가격
- 기준: 사용자당 월 14달러.
- 전문적인: $23/user/month.
- 기업:$40 /user/month.
- 궁극적인: $52/user/month.
장점
단점
What is ClickUp?
ClickUp is different. It’s a project management powerhouse.
It can handle tasks, projects, and even your to-do list.
It’s built for flexibility. You can customize it to fit almost any workflow.
또한 우리가 가장 좋아하는 것을 탐색하세요 ClickUp alternatives…
우리의 견해
정말 강력하고 유연합니다. 무료 플랜은 매우 풍성하고 프로젝트 관리에 필요한 다양한 기능을 제공합니다. 하지만 옵션이 너무 많아서 처음에는 어려울 수 있고, 신규 사용자에게는 학습 곡선이 가파를 수 있습니다.
주요 이점
- 업무를 위한 중앙 집중화된 작업 공간.
- 영구 무료 플랜을 제공합니다.
- 1,000개 이상의 통합을 지원합니다.
- 사용자 정의 가능한 워크플로 및 뷰.
- 포괄적인 보고 기능.
가격
- 무료: 개인용으로 가장 좋습니다.
- 제한 없는: 사용자당 7달러.
- 사업: 사용자당 12달러.
- 기업: 귀하의 요구 사항에 따라 맞춤형 가격을 책정해 드리니 문의해 주세요.
장점
단점
기능 비교
This is a fascinating comparison, pitting Zoho CRM, a massive 사업 software suite known for its integration with other zoho apps, social media channels and deep marketing features.
ClickUp, a powerful project management platform built for task management and managing the entire workspace.
This full comparison will clarify which solution is the better fit for your business plan—whether you need deep client management or comprehensive internal business operations management.
1. Core Focus and Architecture
- 조호: Primarily designed as a 고객 관계 관리(CRM) (Customer Relationship Management) system for sales, marketing, and support. It excels at client-facing business operations in multiple accounts and integrates with other zoho apps (like Books or Mail) to create a multiple platforms environment.
- 클릭업: Functions as an all-in-one management platform for task management and project workflow. It aims to replace multiple tools by offering essential features for managing the entire workspace, often starting with a free forever plan.
2. Social Media Management
- 조호: Offers superior 소셜 미디어 management through native integration with zoho social. This allows users to manage or handle multiple social media accounts & schedule every social media posts, and run social media campaigns across various social media platforms, tracking social media performance directly to client records.
- 클릭업: Primarily relies on api access and third-party integrations for social media. It lacks native social media manager tools, focusing instead on internal team communication related to marketing teams tasks.
3. Task and Project Management Depth
- 조호: Includes project management tools and features for internal task management, but its depth is limited compared to dedicated PM software. It focuses on how tasks impact the customer pipeline.
- 클릭업: Excels in task management and is built for complex tasks and multiple projects. ClickUp includes advanced features like gantt charts, whiteboard feature, and custom view tasks options, making it the superior management platform for resource management.
4. Communication and Collaboration
- 조호: Offers robust internal team communication through chat, email logging, and a collaboration feed linked directly to client records, enhancing business operations.
- 클릭업: Features highly integrated communication features like chat and comments within tasks, enabling real time editing and updates. It emphasizes team communication to save time across the entire workspace.
5. Pricing and Scalability
- 조호: Offers a free forever plan (limited to three team members) and various tiered paid plans based on features and number of per user licenses. It scales well for both small businesses and enterprises.
- 클릭업: Offers a generous free plan (free forever plan) and an unlimited plan starting at a low price per user, often billed annually. The enterprise plan offers the highest level of user permissions and single sign on, making the clickup plans very flexible.
6. Customization and AI
- 조호: Allows deep customization of modules, fields, and workflow rules. While it has an AI assistant, it is primarily focused on making sense of customer 데이터. Users can custom fields to organize complex tasks.
- 클릭업: Allows extensive customization with custom statuses and custom fields across all lists and tasks. The ai assistant provides summaries, suggests new tasks, and improves productivity, making the clickup brain a useful tool.
7. Integrations and Ecosystem
- 조호: The strength lies in its native suite—leveraging other zoho apps eliminates integration friction. It offers integrations with google drive and other external business software.
- 클릭업: Integrates with thousands of other features and external business software tools like google drive and Slack. Its open api access allows advanced users to import data and build custom solutions.
8. User Experience and Training
- 조호: The interface is feature-rich but can be overwhelming due to the sheer number of zoho apps and options. It requires some time for new users to master all the available tools.
- 클릭업: While feature-packed (clickup’s features include whiteboard feature and real time editing), the initial learning curve can be steep. ClickUp University provides extensive knowledge base and live training materials to help new users and every team member.
9. Feature Depth and Unique Offerings
- 조호: Unique offerings include deep social media manager tools via zoho social mobile app, native multiple social channels management, and the ability to 곧 publish posts while tracking their contribution to the sales pipeline. Users have enough features to cover most sales and marketing needs.
- 클릭업: Unique offerings include the clickup brain (AI), whiteboard feature, unlimited storage (on paid plans), and unlimited number of guest access, making its clickup review often score a high score for providing so many new features for free.
What to Look For in a CRM Software?
- 확장성: Can the software expand with your business with active social media presence and powerful scheduling features? Does it handle increased data and users?
- 통합 기능: Does it connect with your existing tools? How seamless is the data transfer?
- 사용자 정의 옵션: Can you arrange it to your specific workflows? How flexible is the platform’s design?
- Reporting and Analytics: Does it provide actionable insights? How detailed are the reports?
- Mobile Accessibility: Is the mobile app user-friendly? Does the mobile app contain all the important features?
- 사용 편의성: How easy is it to learn and implement? Is the user interface intuitive?
최종 판결
For most 중소기업 needing powerful project management software and an overall productivity boost, ClickUp takes the lead.
Its free version is strong. You get deep functionality.
You can customize almost anything. Plus, Gantt charts and sprint features are great.
Zoho CRM is solid CRM software, especially for sales.
However, ClickUp’s flexibility and integration options 만들다 it our top pick.
We’ve used both. We’ve seen what works.
ClickUp gives you more push for your business.
More of Zoho CRM
Here’s a concise comparison of Zoho CRM with its alternatives:
- Zoho CRM vs Pipedrive: Zoho CRM is feature-rich and affordable; Pipedrive provides a simpler, visual sales pipeline.
- Zoho CRM vs Keap: Zoho CRM is a holistic CRM; Keap excels in integrated sales and marketing automation.
- Zoho vs GoHighLevel: Zoho CRM is a very flexible and feature-rich CRM. It’s great for businesses of all sizes, offering deep customization and robust reporting for sales. GoHighLevel is an all-in-one platform mainly for marketing agency businesses.
- Zoho CRM vs ActiveCampaign: Zoho CRM provides comprehensive CRM; ActiveCampaign leads in advanced marketing automation.
- Zoho CRM vs HubSpot: Zoho CRM is cost-effective and offers diverse features; HubSpot is user-friendly and offers an expansive platform, but it can be pricier.
- Zoho CRM vs ClickFunnels: Zoho CRM is a complete business management suite; ClickFunnels focuses on building conversion-optimized sales funnels.
- Zoho CRM vs Folk: Zoho CRM is a broad, customizable CRM; Folk is a simpler, collaborative contact management tool.
- Zoho CRM vs Instantly: Zoho CRM provides full-cycle CRM; Instantly specializes in cold email outreach at scale.
- Zoho CRM vs ClickUp: Zoho CRM is a dedicated CRM solution; ClickUp is primarily a versatile project management platform.
- Zoho CRM vs Monday CRM: Zoho CRM offers deep CRM functionality; Monday CRM emphasizes visual workflows within a broader work OS.
- Zoho CRM vs Capsule CRM: Zoho CRM is extensive and customizable; Capsule CRM is known for its simplicity and ease of use.
- Zoho CRM vs Insightly: Zoho CRM provides comprehensive CRM functions; Insightly combines CRM with project management.
- Zoho CRM vs Freshsales CRM: Zoho CRM offers robust automation and customization; Freshsales CRM features an intuitive sales pipeline.
- Zoho CRM vs Salesforce: Zoho CRM is an affordable, feature-packed alternative; Salesforce is a highly customizable, market-leading enterprise solution.
More of ClickUp
Here’s a brief comparison of ClickUp with these software solutions:
- ClickUp vs Pipedrive: Pipedrive is a sales-focused CRM with a visual pipeline. ClickUp is a more flexible project management tool.
- ClickUp vs Gohighlevel: ClickUp is an all-in-one work management platform with strong project management and customizable CRM. 고하이레벨 is a dedicated marketing and sales automation platform focused on lead generation and conversion.
- ClickUp vs Keap: ClickUp is a versatile platform for project management and customizable CRM, while Keap is a powerful CRM and marketing automation tool that emphasizes lead nurturing and sales processes.
- ClickUp vs ActiveCampaign: ClickUp provides a flexible platform for task, project, and basic CRM management, whereas ActiveCampaign excels in advanced marketing automation, email campaigns, and customer segmentation.
- ClickUp vs Hubspot: ClickUp is a highly customizable project management and work OS with integrated CRM features, while HubSpot offers a comprehensive suite of tools for marketing, sales, and customer service.
- ClickUp vs Clickfunnels: ClickUp is an all-in-one work management platform; ClickFunnels is primarily a sales funnel builder for creating landing pages and automating sales funnels.
- ClickUp vs Folk: ClickUp is a robust work management solution with customizable CRM functionalities, while Folk focuses on collaborative contact management and relationship tracking.
- ClickUp vs Instantly: ClickUp is a versatile platform for project management and diverse workflows, while Instantly specializes in cold email outreach, deliverability optimization, and automated email campaigns.
- ClickUp vs Monday CRM: ClickUp provides a highly customizable all-in-one workspace for project management and CRM, while Monday CRM offers visual workflows and team collaboration focused on customer relationships.
- ClickUp vs Capsule CRM: ClickUp is a comprehensive work management and customizable CRM platform, whereas Capsule CRM is a straightforward, user-friendly CRM focused on managing contacts and sales opportunities.
- ClickUp vs Insightly: ClickUp is a flexible platform for project management and adaptable CRM. Insightly is a dedicated CRM offering a strong sales pipeline and project management features within a CRM context.
- ClickUp vs Freshsales: ClickUp은 적응형 CRM 기능을 갖춘 올인원 업무 관리 도구인 반면, Freshsales CRM은 고급 자동화, 리드 스코어링, 보고 기능을 갖춘 전문화된 영업 CRM입니다.
- ClickUp vs Salesforce: ClickUp is a versatile work management platform with customizable CRM, while Salesforce is an enterprise-grade CRM with extensive features for sales, service, and marketing automation.
- ClickUp vs Zendesk: ClickUp offers an all-in-one workspace for tasks, projects, and customizable CRM, while Zendesk is a leading customer service platform primarily focused on ticketing and support.
자주 묻는 질문
Is Zoho CRM or ClickUp better for managing sales pipelines?
Zoho CRM is specifically designed for sales pipelines. It offers robust tools for lead management and sales 오토메이션. While ClickUp can be customized, Zoho CRM is the stronger choice for dedicated CRM functions.
Can ClickUp replace my existing CRM system?
ClickUp can handle some CRM functions, especially for small teams. However, if your primary need is advanced CRM features, a dedicated CRM like Zoho CRM will be more effective. ClickUp is better as a project management tool.
Does Zoho offer project management tools similar to ClickUp?
Yes, Zoho offers “Zoho Projects.” While both offer project management tools, ClickUp is more versatile and is often considered a more robust platform.
Which platform is more workable for small businesses in 2025?
For small businesses needing versatile tools, ClickUp’s free plan and customizable features are often ideal. If a company needs heavy CRM functionality, Zoho CRM will be the better option.
Are there any limitations to ClickUp’s free version compared to Zoho CRM’s free options?
ClickUp’s free version is very comprehensive, offering many features for unlimited users. Zoho CRM’s free options are more limited, so ClickUp’s free version is much more useful.
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