⚡ Quick Verdict:
- Chạy: ClickUp starts at $7/user/month with a free forever plan. Salesmate starts at $23/user/month.
- Phù hợp nhất cho: ClickUp for project management and task management. Salesmate for the sales process and pipeline management.
- Điểm khác biệt chính: ClickUp is project management software. Salesmate is CRM software built around your sales pipeline.
- Our pick: ClickUp for most teams. It costs less, includes a free plan, and covers more việc kinh doanh hoạt động.
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.
Toàn cảnh
This Salesmate vs ClickUp comparison covers pricing, core features, and ease of use.
We also break down who each tool works best for.
Our writers reviewed documentation, pricing pages, and user reviews for both tools.
They also spent hands-on time inside each platform.
Those notes appear in the “What Our Team Noticed” sections below.
Salesmate là gì?
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 bất động sản công ty.
Nhân viên bán hàng
Salesmate is a cloud-based CRM built for sales teams. It tracks deals, automates dữ liệu entry, and helps you close more deals.
Giá cả của Salesmate
Đây là giá của Salesmate vào năm 2026. Hãy cùng phân tích chi tiết.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Nền tảng | 23 đô la/người dùng/tháng | Đại diện bán hàng cá nhân và các nhóm nhỏ mới bắt đầu. |
| Chuyên nghiệp | 39 đô la/người dùng/tháng | Phát triển các nhóm cần tự động hóa journeys |
| Việc kinh doanh | 63 đô la/người dùng/tháng | Larger sales teams and advanced analytics |
Pricing verified June 2026.
Dùng thử miễn phí: Yes. Salesmate offers a 15-day free trial with no credit card required.
Giảm giá: Salesmate runs a Black Friday promotion with 10% off all annual plans.
📌 Ghi chú: Every paid plan includes the visual sales pipeline, built-in calling, and the meeting scheduler. Higher tiers add automation journeys and deeper báo cáo.
⚠️ Cảnh báo: Some users report that Salesmate can delete leads if a payment is missed. Keep your billing current to protect your data.
Những lợi ích chính của 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.
- Chức năng gọi điện tích hợp: 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 sự tích hợp.
- CRM trên thiết bị di động: Get full access to data and activities on mobile. Your contacts and deals du lịch với bạn.
What Our Team Noticed
Của chúng tôi nhà văn signed up for Salesmate and spent several days inside the platform. Here is what stood out:
Ưu điểm và nhược điểm của Salesmate
✅ Ưu điểm
- 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
❌ Nhược điểm
- Một số người dùng báo cáo lỗi trong trình chỉnh sửa mẫu email.
- Weaker for marketing automation than rival tools
- Can delete leads if a payment is missed
ClickUp là gì?
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, doanh nghiệp nhỏ, and large marketing teams alike.
🏆 Winner: ClickUp
ClickUp is a customizable project management platform. It centralizes tasks, docs, and team communication for any workflow.
Bảng giá ClickUp
Here is what ClickUp costs in 2026. The free forever plan is the headline.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Miễn phí | $0 | Solo workers and personal use, completely free |
| Không giới hạn | 7 đô la/người dùng/tháng | Small teams that manage multiple projects |
| Việc kinh doanh | 12 đô la/người dùng/tháng | Mid-size teams needing resource management |
| Doanh nghiệp | Phong tục | Large orgs needing HIPAA and single sign on |
Pricing verified June 2026.
Dùng thử miễn phí: Yes. ClickUp offers a 15-day free trial on paid plans, plus a free forever plan.
Đảm bảo hoàn tiền: ClickUp cung cấp chính sách hoàn tiền trong vòng 30 ngày cho tất cả các gói trả phí.
📌 Ghi chú: 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.
⚠️ Cảnh báo: You upgrade your entire workspace at once. Every team member moves to the same paid plan together, so plan headcount before you pay.
Những lợi ích chính của 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 linh hoạt các đội.
- ClickUp Brain: The AI assistant tracks workloads and time. It helps you manage tasks and surface insights.
- Chức năng theo dõi thời gian tích hợp: Native timers and manual logging cover billable hours. Workload views help prevent burnout.
- Tùy chỉnh chuyên sâu: 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.
- Hơn 1.000 tích hợp: Connect Slack, Google Drive, Zoom, and more. API access covers all the necessary APIs for custom builds.
What Our Team Noticed
Our writer used ClickUp for everyday task management and project tracking. Here is what stood out from that hands-on time:
Ưu điểm và nhược điểm của ClickUp
✅ Ưu điểm
- Gói miễn phí vĩnh viễn hỗ trợ số lượng người dùng không giới hạn.
- 15+ project views, including Gantt and Kanban
- Strong value for money against most rivals
- Over 1,000 integrations and 1,000+ templates
❌ Nhược điểm
- Interface feels complex for new users
- Reporting tools are scattered across the platform
- No phone support on any ClickUp plan
So sánh tính năng
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.
| Tính năng | Nhân viên bán hàng | Nhấp chuột lên |
|---|---|---|
| Giá khởi điểm | 23 đô la/người dùng/tháng | 7 đô la/người dùng/tháng |
| Gói miễn phí | ❌ | ✅ |
| Core Function | CRM & quy trình bán hàng | Quản lý dự án |
| Trợ lý AI | ✅ Trí tuệ nhân tạo Sandy | ✅ ClickUp Brain |
| Theo dõi thời gian | ❌ | ✅ |
| Gantt & Kanban Board | ❌ | ✅ |
| Gọi điện thoại tích hợp | ✅ | ❌ |
| Công cụ lập lịch cuộc họp | ✅ | ✅ |
| Tích hợp | 700+ | 1,000+ |
| Tốt nhất cho | Đội ngũ bán hàng | Quản lý dự án và nhiệm vụ |
1. Core Function: Deals vs Projects
Nhân viên bán hàng: 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.
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.
⚠️ Cảnh báo: These two do different jobs. Salesmate will not run your project board. ClickUp will not run your sales forecasting.
2. Views and Reporting
Nhân viên bán hàng: 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.
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.
3. Tự động hóa
Nhân viên bán hàng: 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.
ClickUp: ClickUp lets you automate work with customizable rules and over 100 pre-built templates. The AI automation thợ xây sets up triggers without code. This keeps workflow steps moving across multiple projects.
4. Trợ lý AI
Nhân viên bán hàng: 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.
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.
5. Time Tracking and Scheduling
Nhân viên bán hàng: 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.
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.
6. Calendar and Contacts
Nhân viên bán hàng: 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.
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.
7. Templates and Forms
Nhân viên bán hàng: 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.
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.
8. Hợp tác
Nhân viên bán hàng: 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.
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.
9. Integrations and Search
Nhân viên bán hàng: 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.
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.
10. Định giá & Chi phí
Hãy cùng so sánh các gói giá cạnh nhau.
| Kế hoạch | Nhân viên bán hàng | Nhấp chuột lên |
|---|---|---|
| Miễn phí | ❌ (Chỉ dùng thử 15 ngày) | ✅ Miễn phí vĩnh viễn |
| Đã trả phí vào cửa | 23 đô la/người dùng/tháng (Gói cơ bản) | 7 đô la/người dùng/tháng (Không giới hạn) |
| Hạng trung | 39 đô la/người dùng/tháng (Phiên bản Pro) | 12 đô la/người dùng/tháng (Doanh nghiệp) |
| Hạng cao nhất | 63 đô la/người dùng/tháng (Doanh nghiệp) | Tùy chỉnh (Doanh nghiệp) |
Nhân viên bán hàng: 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.
Các kịch bản khác nhau
| Nếu bạn cần… | Chọn | Tại sao |
|---|---|---|
| A sales CRM | Nhân viên bán hàng | Built to track deals and close sales |
| Quản lý dự án | Nhấp chuột lên | 15+ views for tasks and projects |
| Gói miễn phí | Nhấp chuột lên | Miễn phí vĩnh viễn với số lượng người dùng không giới hạn. |
| Gọi điện thoại tích hợp | Nhân viên bán hàng | Calls, recording, voicemail drops |
| Theo dõi thời gian | Nhấp chuột lên | Native timers and billable hours |
| Chi phí thấp nhất | Nhấp chuột lên | Starts at $7 per user |
💰 Ngân sách của bạn
ClickUp wins on price with a free forever plan and $7 entry tier. Salesmate has no free plan and starts at $23 per user.
🔌 Bộ công nghệ của bạn
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.
🎓 Trình độ kinh nghiệm của bạn
ClickUp packs many features, so the interface feels complex at first. ClickUp University and live training help new users get up to speed.
🆓 Dùng thử và bản demo miễn phí
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.
🛟 Các tùy chọn hỗ trợ
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.
Hướng dẫn chuyển đổi
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?
✅ Những lợi ích bạn sẽ nhận được:
- A free forever plan with unlimited users
- Gantt charts, Kanban board, and time tracking
- Stronger team communication and a whiteboard feature
❌ Những gì bạn sẽ mất:
- A true visual sales pipeline for sales reps
- Built-in calling with recording and voicemail drops
- Sales forecasting and deal-focused analytics
📋 Cách chuyển đổi:
- Export contacts and deals from Salesmate as a CSV
- Create a ClickUp account and pick a CRM template
- Import data into a new List and map your fields
🔄 Switching from ClickUp to Salesmate?
✅ Những lợi ích bạn sẽ nhận được:
- A purpose-built CRM for the sales process
- Built-in calling and a meeting scheduler
- Deal tracking and sales performance dashboards
❌ Những gì bạn sẽ mất:
- The free plan and low $7 per user pricing
- Project views like Gantt charts and Timeline
- Tích hợp chức năng theo dõi thời gian và quản lý tài nguyên.
📋 Cách chuyển đổi:
- Export your contacts and notes from ClickUp
- Start a 15-day Salesmate free trial, no card needed
- Import contacts and build your first pipeline
What Our Review Didn’t Cover
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.
Phán quyết cuối cùng
| Loại | Người thắng |
|---|---|
| 💰 Giá cả | Nhấp chuột lên |
| 🚀 Các tính năng chính | Tie (different jobs) |
| 📊 Quy trình bán hàng | Nhân viên bán hàng |
| 🗂️ Project Management | Nhấp chuột lên |
| 👶 Dễ sử dụng | Nhân viên bán hàng |
| 🔌 Tích hợp | Nhấp chuột lên |
| 🏆 Người chiến thắng chung cuộc | Nhấp chuột lên |
🏆 NGƯỜI CHIẾN THẮNG: CLICKUP
ClickUp wins 3 of 6 categories and ties on a fourth.
Phù hợp nhất cho: 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.
So sánh với Salesmate chi tiết hơn
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 thắng nhờ: Lower entry price, built-in calling, faster setup for smaller teams.
HubSpot thắng nhờ: A free CRM tier, deeper marketing automation, and a larger app marketplace.
Salesmate vs Salesforce
Salesmate thắng nhờ: Simpler interface, lower cost per user, and quicker time to train users.
Salesforce thắng thế nhờ: Enterprise depth, broad customization, and stronger sales forecasting at scale.
So sánh Salesmate và Freshsales CRM
Salesmate thắng nhờ: Customizable sales process, voicemail drops, and a praised support team.
Freshsales thắng nhờ: A free starter tier, built-in chat, and tighter ties to the Freshworks suite.
Salesmate vs Keap
Salesmate thắng nhờ: Cleaner pipeline management, lower price, and a gentler learning curve.
Keap thắng nhờ: Stronger email campaigns, e-commerce tools, and built-in invoicing for solo businesses.
So sánh thêm về 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 so với Asana
ClickUp thắng thế nhờ: More project views, built-in time tracking, and better value per user.
Asana thắng nhờ: A cleaner interface, gentler onboarding, and polished workflow rules for new users.
ClickUp so với Monday.com
ClickUp thắng thế nhờ: Better value for money, a free forever plan, and deeper customization.
Monday.com thắng lớn với: A friendlier interface, faster setup, and colorful boards out of the box.
ClickUp so với Trello
ClickUp thắng thế nhờ: Gantt charts, time tracking, and a richer set of essential features.
Trello vượt trội ở các điểm sau: Dead-simple Kanban board setup, a gentle learning curve, and quick solo use.
ClickUp so với Khái niệm
ClickUp thắng thế nhờ: Real project management, dashboards, and resource management for teams.
Notion thắng ở các điểm sau: Flexible docs, a slick wiki, and free-form notes for solo workers.
Câu hỏi thường gặp
Salesmate được dùng để làm gì?
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.
ClickUp được dùng để làm gì?
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.
Ứng dụng ClickUp có thực sự miễn phí không?
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.
Gói ClickUp có giá bao nhiêu?
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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