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

por | Last updated Jun 12, 2026

Ganhador
clique para cima
4.3
  • 15+ Project Views Included
  • ClickUp Brain Assistente de IA
  • Mais de 1.000 integrações
  • Plano Gratuito para Sempre
  • Controle de tempo integrado
  • Usuários ilimitados no plano gratuito
  • Planos pagos a partir de US$ 7/usuário/mês
Vice-campeão
Vendedor
3.3
  • Funil de Vendas Visual
  • IA Sandy Automação
  • Built-in Calling & Recording
  • Built-in Meeting Scheduler
  • Mais de 700 integrações de aplicativos
  • Teste grátis por 15 dias
  • Planos pagos a partir de US$ 23/usuário/mês

⚡ Veredito rápido:

  • Preços: ClickUp starts at $7/user/month with a free forever plan. Salesmate starts at $23/user/month.
  • Ideal para: ClickUp for project management and task management. Salesmate for the sales process and pipeline management.
  • Principal diferença: ClickUp is project management software. Salesmate is CRM software built around your sales pipeline.
  • Nossa escolha: ClickUp for most teams. It costs less, includes a free plan, and covers more negócios operações.
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.

Visão geral

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

Também analisamos para quem cada ferramenta funciona melhor.

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

They also spent hands-on time inside each platform.

Essas observações aparecem nas seções "O que nossa equipe notou" abaixo.

O que é o Salesmate?

Página inicial do 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 imobiliária empresa.

Demonstração e análise do CRM Salesmate.io (Guia completo)

Vendedor

⭐ 3,3/5 | 💰 A partir de US$ 23/usuário/mês

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

Preços do parceiro de vendas

Aqui está o custo do Salesmate em 2026. Vamos analisar os detalhes.

PlanoPreçoIdeal para
BásicoUS$ 23 por usuário por mêsRepresentantes individuais e pequenas equipes iniciantes
PróUS$ 39 por usuário por mêsEquipes em crescimento que precisam automação journeys
NegóciosUS$ 63 por usuário por mêsLarger sales teams and advanced analytics

Pricing verified June 2026.

Preços do parceiro de vendas

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

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

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

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

Principais benefícios do 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.
  • Chamadas integradas: 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 integrações.
  • CRM móvel: Get full access to data and activities on mobile. Your contacts and deals viagem com você.
Principais benefícios do Salesmate

O que nossa equipe observou

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

Experiência pessoal do colega de vendas

Vantagens e Desvantagens do Salesmate

✅ Prós
  • 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
❌ Contras
  • Alguns usuários relataram erros no editor de modelos de e-mail.
  • Weaker for marketing automation than rival tools
  • Can delete leads if a payment is missed

O que é ClickUp?

ClickUp

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, pequenas empresas, and large marketing teams alike.

🏆 Winner: ClickUp

⭐ 4,3/5 | 💰 A partir de US$ 7/usuário/mês

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

Preços ClickUp

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

PlanoPreçoIdeal para
Livre$0Solo workers and personal use, completely free
IlimitadoUS$ 7 por usuário por mêsSmall teams that manage multiple projects
NegóciosUS$ 12 por usuário por mêsMid-size teams needing resource management
EmpresaPersonalizadoLarge orgs needing HIPAA and single sign on

Pricing verified June 2026.

Preços Clickup

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

Garantia de reembolso: A ClickUp oferece uma garantia de reembolso de 30 dias em todos os planos pagos.

📌 Observação: 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.

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

Principais benefícios do 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 ágil equipes.
  • ClickUp Brain: The AI assistant tracks workloads and time. It helps you manage tasks and surface insights.
  • Controle de tempo integrado: Native timers and manual logging cover billable hours. Workload views help prevent burnout.
  • Personalização avançada: 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.
  • Mais de 1.000 integrações: Connect Slack, Google Drive, Zoom, and more. API access covers all the necessary APIs for custom builds.
Principais benefícios do ClickUp

O que nossa equipe observou

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

experiência pessoal com o ClickUp

Vantagens e Desvantagens do ClickUp

✅ Prós
  • O plano gratuito para sempre suporta usuários ilimitados.
  • 15+ project views, including Gantt and Kanban
  • Strong value for money against most rivals
  • Over 1,000 integrations and 1,000+ templates
❌ Contras
  • Interface feels complex for new users
  • As ferramentas de geração de relatórios estão espalhadas por toda a plataforma.
  • No phone support on any ClickUp plan

Comparação de recursos

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.

RecursoVendedorClickUp
Preço inicialUS$ 23 por usuário por mêsUS$ 7 por usuário por mês
Plano Gratuito
Core FunctionCRM e funil de vendasGerenciamento de projetos
Assistente de IA✅ IA Sandy✅ ClickUp Brain
Controle de tempo
Gantt & Kanban Board
Chamadas integradas
Agendador de reuniões
Integrações700+1,000+
Ideal paraEquipes de vendasGestão de projetos e tarefas

1. Core Function: Deals vs Projects

Vendedor: 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.

Gerente de Negócios do Salesmate

ClickUp: 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.

gerenciamento de projetos clickup

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

2. Views and Reporting

Vendedor: 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.

Análise de relatórios do Salesmate

ClickUp: 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.

clickup kanban

3. Automação

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

13 - Chat Messenger - Vendedor

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

Construtor de automação ClickUp AI

4. Assistente de IA

Vendedor: 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.

Modelos de e-mail para vendedores

ClickUp: 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.

ClickUp

5. Time Tracking and Scheduling

Vendedor: 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.

Agendador de Reuniões do Salesmate

ClickUp: 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.

rastreamento de tempo ClickUp

6. Calendar and Contacts

Vendedor: 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.

Empresas de rastreamento de vendedores

ClickUp: 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.

ClickUp

7. Templates and Forms

Vendedor: 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 - Criar formulários web - Salesmate

ClickUp: 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.

Modelos do construtor ClickUp

8. Colaboração

Vendedor: 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.

Aumente a colaboração e a tomada de decisões da equipe com o CRM Salesmate.

ClickUp: 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.

ClickUp

Vendedor: 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.

Integre ferramentas de videoconferência para suas reuniões no Salesmate.

ClickUp: 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.

ClickUp

10. Preços e Custos

Vamos comparar os planos de preços lado a lado.

PlanoVendedorClickUp
Livre❌ (Apenas teste gratuito de 15 dias)✅ Grátis para sempre
Entrada pagaUS$ 23/usuário/mês (Básico)US$ 7 por usuário por mês (Ilimitado)
Nível intermediárioUS$ 39/usuário/mês (Pro)US$ 12 por usuário por mês (Empresarial)
Nível superiorUS$ 63/usuário/mês (Empresarial)Personalizado (Empresarial)

Vendedor: 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.

ClickUp: 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.

Diferentes cenários

Se você precisarEscolherPor que
A sales CRMVendedorBuilt to track deals and close sales
Gerenciamento de projetosClickUp15+ views for tasks and projects
Um plano gratuitoClickUpGratuito para sempre com usuários ilimitados
Chamadas integradasVendedorCalls, recording, voicemail drops
Controle de tempoClickUpNative timers and billable hours
Menor custoClickUpStarts at $7 per user

💰 Seu orçamento

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

🔌 Seu conjunto de tecnologias

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.

🎓 Seu nível de experiência

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

🆓 Testes e demonstrações grátis

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.

🛟 Opções de suporte

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.

Guia de Troca

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?

✅ O que você vai ganhar:

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

❌ O que você perderá:

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

📋 Como mudar:

  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?

✅ O que você vai ganhar:

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

❌ O que você perderá:

  • The free plan and low $7 per user pricing
  • Project views like Gantt charts and Timeline
  • Controle de tempo e gerenciamento de recursos integrados.

📋 Como mudar:

  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

O que nossa avaliação não abordou

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.

Veredicto final

CategoriaGanhador
💰 PreçosClickUp
🚀 Principais funcionalidadesTie (different jobs)
📊 Funil de VendasVendedor
🗂️ Gestão de ProjetosClickUp
👶 Facilidade de usoVendedor
🔌 IntegraçõesClickUp
🏆 Vencedor GeralClickUp

🏆 VENCEDOR: CLICKUP

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

Ideal para: 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.

Mais comparações de vendedores

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

Vendedor ganha em: Lower entry price, built-in calling, faster setup for smaller teams.

A HubSpot vence em: A free CRM tier, deeper marketing automation, and a larger app marketplace.

Vendedor vs. Colega de Vendas Salesforce

Vendedor ganha em: Simpler interface, lower cost per user, and quicker time to train users.

A Salesforce se destaca em: Enterprise depth, broad customization, and stronger sales forecasting at scale.

Salesmate vs Freshsales CRM

Vendedor ganha em: Customizable sales process, voicemail drops, and a praised support team.

Freshsales vence em: A free starter tier, built-in chat, and tighter ties to the Freshworks suite.

Vendedor vs. Colega de Vendas Keap

Vendedor ganha em: Cleaner pipeline management, lower price, and a gentler learning curve.

Keap vence com base em: Stronger email campaigns, e-commerce tools, and built-in invoicing for solo businesses.

Mais comparações do ClickUp

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

ClickUp vence em: More project views, built-in time tracking, and better value per user.

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

ClickUp vs Monday.com

ClickUp vence em: Better value for money, a free forever plan, and deeper customization.

Monday.com vence em: A friendlier interface, faster setup, and colorful boards out of the box.

ClickUp vs Trello

ClickUp vence em: Gantt charts, time tracking, and a richer set of essential features.

O Trello se destaca em: Dead-simple Kanban board setup, a gentle learning curve, and quick solo use.

ClickUp vs Noção

ClickUp vence em: Real project management, dashboards, and resource management for teams.

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

As melhores ferramentas de CRM para as suas necessidades.

Perguntas frequentes

Para que serve o 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.

Para que serve o 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.

O ClickUp é realmente gratuito?

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.

Qual o preço do plano 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.

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