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

utworzone przez | Last updated Jun 12, 2026

Zwycięzca
kliknij
4.3
  • 15+ Project Views Included
  • ClickUp Brain Asystent AI
  • Ponad 1000 integracji
  • Plan Darmowy na Zawsze
  • Wbudowane śledzenie czasu
  • Nieograniczona liczba użytkowników w planie darmowym
  • Płatne plany od 7 USD/użytkownika/miesiąc
Wicemistrz
Kolega handlowy
3.3
  • Wizualny kanał sprzedaży
  • Sandy AI Automatyzacja
  • Built-in Calling & Recording
  • Wbudowany Spotkanie Harmonogram
  • Ponad 700 integracji aplikacji
  • 15-dniowy bezpłatny okres próbny
  • Plany płatne od 23 USD/użytkownika/miesiąc

⚡ Szybki werdykt:

  • Wycena: ClickUp starts at $7/user/month with a free forever plan. Salesmate starts at $23/user/month.
  • Najlepiej dla: ClickUp for project management and task management. Salesmate for the sales process and pipeline management.
  • Kluczowa różnica: ClickUp is project management software. Salesmate is CRM software built around your sales pipeline.
  • Nasz wybór: ClickUp for most teams. It costs less, includes a free plan, and covers more biznes operacje.
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.

Przegląd

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

Przedstawiamy również, dla kogo poszczególne narzędzia sprawdzają się najlepiej.

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

They also spent hands-on time inside each platform.

Notatki te znajdują się poniżej w sekcjach „Co zauważył nasz zespół”.

Czym jest Salesmate?

Strona główna Salesmate

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 nieruchomość firma.

Salesmate.io CRM – demonstracja i recenzja (pełny przewodnik)

Kolega handlowy

⭐ 3,3/5 | 💰 Od 23 USD/użytkownika/miesiąc

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

Cennik Salesmate

Oto, ile kosztuje Salesmate w 2026 roku. Przyjrzyjmy się temu bliżej.

PlanCenaNajlepsze dla
Podstawowy23 USD/użytkownik/miesiącPoczątkujący przedstawiciele indywidualni i małe zespoły
Zawodowiec39 USD/użytkownik/miesiącRozwijające się zespoły, które potrzebują automatyzacja journeys
Biznes63 USD/użytkownik/miesiącLarger sales teams and advanced analytics

Pricing verified June 2026.

Cennik Salesmate

Bezpłatny okres próbny: Yes. Salesmate offers a 15-day free trial with no credit card required.

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

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

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

Kluczowe korzyści Salesmate

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.
  • Wbudowane połączenia: 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 Zapier integracje.
  • Mobilny CRM: Get full access to data and activities on mobile. Your contacts and deals podróż z tobą.
Najważniejsze korzyści Salesmate

Co zauważył nasz zespół

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

Doświadczenie osobiste sprzedawcy

Zalety i wady Salesmate

✅ Zalety
  • 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
❌ Wady
  • Niektórzy użytkownicy zgłaszają błędy w edytorze szablonów wiadomości e-mail
  • Weaker for marketing automation than rival tools
  • Can delete leads if a payment is missed

Czym jest ClickUp?

Kliknij w górę

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, małe firmy, and large marketing teams alike.

🏆 Winner: ClickUp

⭐ 4,3/5 | 💰 Od 7 USD/użytkownika/miesiąc

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

Cennik ClickUp

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

PlanCenaNajlepsze dla
Bezpłatny$0Solo workers and personal use, completely free
Nieograniczony7 USD/użytkownik/miesiącSmall teams that manage multiple projects
Biznes12 USD/użytkownik/miesiącMid-size teams needing resource management
PrzedsiębiorstwoZwyczajLarge orgs needing HIPAA and single sign on

Pricing verified June 2026.

Cennik Clickup

Bezpłatny okres próbny: Yes. ClickUp offers a 15-day free trial on paid plans, plus a free forever plan.

Gwarancja zwrotu pieniędzy: ClickUp oferuje 30-dniową gwarancję zwrotu pieniędzy dla wszystkich płatnych planów.

📌 Notatka: 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.

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

Główne korzyści ClickUp

Here is what makes ClickUp worth considering:

  • Many project views: Switch between List, Board, Calendar, Gantt charts, and Timeline. The Kanban board view suits zręczny zespoły.
  • ClickUp Brain: The AI assistant tracks workloads and time. It helps you manage tasks and surface insights.
  • Wbudowane śledzenie czasu: Native timers and manual logging cover billable hours. Workload views help prevent burnout.
  • Głęboka personalizacja: 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.
  • Ponad 1000 integracji: Connect Slack, Google Drive, Zoom, and more. API access covers all the necessary APIs for custom builds.
najważniejsze korzyści z kliknięcia

Co zauważył nasz zespół

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

kliknij osobiste doświadczenie

Zalety i wady ClickUp

✅ Zalety
  • Bezpłatny plan na zawsze obsługuje nieograniczoną liczbę użytkowników
  • 15+ project views, including Gantt and Kanban
  • Strong value for money against most rivals
  • Over 1,000 integrations and 1,000+ templates
❌ Wady
  • Interface feels complex for new users
  • Narzędzia do raportowania są rozproszone po całej platformie
  • No phone support on any ClickUp plan

Porównanie funkcji

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.

FunkcjaKolega handlowyKliknij w górę
Cena wywoławcza23 USD/użytkownik/miesiąc7 USD/użytkownik/miesiąc
Bezpłatny plan
Core FunctionCRM i lejek sprzedażyZarządzanie projektami
Asystent AI✅ Sandy AI✅ ClickUp Brain
Śledzenie czasu
Gantt & Kanban Board
Wbudowane połączenia
Harmonogram spotkań
Integracje700+1,000+
Najlepsze dlaZespoły sprzedażyZarządzanie projektami i zadaniami

1. Core Function: Deals vs Projects

Kolega handlowy: 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.

Salesmate Zarządzaj ofertami

Kliknij w górę: 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.

zarządzanie projektami ClickUp

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

2. Views and Reporting

Kolega handlowy: 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.

Analityka raportów Salesmate

Kliknij w górę: 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.

kanban kliknięć

3. Automatyzacja

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

13 - Czat Messenger - Salesmate

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

kreator automatyzacji ClickUp AI

4. Asystent AI

Kolega handlowy: 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.

Szablony e-maili dla sprzedawców

Kliknij w górę: 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.

Kliknij w górę

5. Time Tracking and Scheduling

Kolega handlowy: 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.

Planista spotkań Salesmate

Kliknij w górę: 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.

śledzenie czasu kliknięć

6. Calendar and Contacts

Kolega handlowy: 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.

Firmy śledzące Salesmate

Kliknij w górę: 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.

Kliknij w górę

7. Templates and Forms

Kolega handlowy: 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 - Twórz formularze internetowe - Salesmate

Kliknij w górę: 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.

szablony kreatora kliknięć

8. Współpraca

Kolega handlowy: 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.

Usprawnij współpracę zespołową i podejmowanie decyzji dzięki Salesmate CRM

Kliknij w górę: 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.

Kliknij w górę

Kolega handlowy: 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.

Zintegruj narzędzia do wideokonferencji ze swoimi spotkaniami w Salesmate

Kliknij w górę: 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.

Kliknij w górę

10. Ceny i koszty

Porównajmy plany cenowe obok siebie.

PlanKolega handlowyKliknij w górę
Bezpłatny❌ (tylko 15-dniowy okres próbny)✅ Za darmo na zawsze
Wstęp opłacony23 USD/użytkownika/miesiąc (podstawowy)7 USD/użytkownika/miesiąc (bez ograniczeń)
Poziom średni39 USD/użytkownika/miesiąc (wersja Pro)12 USD/użytkownika/miesiąc (firma)
Najwyższy poziom63 USD/użytkownika/miesiąc (firma)Niestandardowy (Enterprise)

Kolega handlowy: 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.

Kliknij w górę: 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.

Różne scenariusze

Jeśli potrzebujesz…WybieraćDlaczego
A sales CRMKolega handlowyBuilt to track deals and close sales
Zarządzanie projektamiKliknij w górę15+ views for tasks and projects
Bezpłatny planKliknij w góręZa darmo na zawsze z nieograniczoną liczbą użytkowników
Wbudowane połączeniaKolega handlowyCalls, recording, voicemail drops
Śledzenie czasuKliknij w góręNative timers and billable hours
Najniższy kosztKliknij w góręStarts at $7 per user

💰 Twój budżet

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

🔌 Twój zestaw technologii

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.

🎓 Twój poziom doświadczenia

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

🆓 Bezpłatne wersje próbne i dema

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.

🛟 Opcje wsparcia

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.

Przewodnik po przełączaniu

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?

✅ Co zyskasz:

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

❌ Co stracisz:

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

📋 Jak przełączyć:

  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?

✅ Co zyskasz:

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

❌ Co stracisz:

  • The free plan and low $7 per user pricing
  • Project views like Gantt charts and Timeline
  • Wbudowane śledzenie czasu i zarządzanie zasobami

📋 Jak przełączyć:

  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

Czego nie objęła nasza recenzja

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.

Ostateczny werdykt

KategoriaZwycięzca
💰 CennikKliknij w górę
🚀 Główne funkcjeTie (different jobs)
📊 Lejek sprzedażyKolega handlowy
🗂️ Zarządzanie projektamiKliknij w górę
👶 Łatwość użytkowaniaKolega handlowy
🔌 IntegracjeKliknij w górę
🏆 Zwycięzca klasyfikacji generalnejKliknij w górę

🏆 ZWYCIĘZCA: KLIKNIJ

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

Najlepiej dla: 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.

Więcej o Salesmate w porównaniu

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 kontra HubSpot

Salesmate wygrywa w: Lower entry price, built-in calling, faster setup for smaller teams.

HubSpot wygrywa w kategoriach: A free CRM tier, deeper marketing automation, and a larger app marketplace.

Kolega od sprzedawcy kontra Salesforce

Salesmate wygrywa w: Simpler interface, lower cost per user, and quicker time to train users.

Salesforce wygrywa w następujących kategoriach: Enterprise depth, broad customization, and stronger sales forecasting at scale.

Salesmate kontra Freshsales CRM

Salesmate wygrywa w: Customizable sales process, voicemail drops, and a praised support team.

Freshsales wygrywa w kategoriach: A free starter tier, built-in chat, and tighter ties to the Freshworks suite.

Kolega od sprzedawcy kontra Zachować

Salesmate wygrywa w: Cleaner pipeline management, lower price, and a gentler learning curve.

Keap wygrywa w: Stronger email campaigns, e-commerce tools, and built-in invoicing for solo businesses.

Więcej informacji o ClickUp w porównaniu

Here is how ClickUp compares to other project management tools. These four give you various options if ClickUp does not fit your workflow.

ClickUp kontra Asana

ClickUp wygrywa w kategoriach: More project views, built-in time tracking, and better value per user.

Asana wygrywa w: A cleaner interface, gentler onboarding, and polished workflow rules for new users.

ClickUp kontra Monday.com

ClickUp wygrywa w kategoriach: Better value for money, a free forever plan, and deeper customization.

Monday.com wygrywa w kategoriach: A friendlier interface, faster setup, and colorful boards out of the box.

ClickUp kontra Trello

ClickUp wygrywa w kategoriach: Gantt charts, time tracking, and a richer set of essential features.

Trello wygrywa w kategoriach: Dead-simple Kanban board setup, a gentle learning curve, and quick solo use.

ClickUp kontra Pojęcie

ClickUp wygrywa w kategoriach: Real project management, dashboards, and resource management for teams.

Notion wygrywa w: Flexible docs, a slick wiki, and free-form notes for solo workers.

Najlepsze narzędzia CRM dla Twoich potrzeb

Często zadawane pytania

Do czego służy Salesmate?

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.

Do czego służy ClickUp?

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.

Czy ClickUp jest naprawdę darmowy?

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.

Ile kosztuje plan ClickUp?

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.

Fahim Joharder, założyciel

Fahim Joharder, założyciel

Przetestowano ponad 900 narzędzi AI. Ponad 250 tys. czytelników miesięcznie.

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