Ever feel like you’re juggling a million things at once?
这很难，对吗？
You need a way to organize everything, but where do you even start?
Imagine losing important customer details, missing deadlines, or just feeling totally overwhelmed.
We’re diving into Salesforce vs ClickUp: Which 客户关系管理 tool brings order to your chaos?
概述
We’ve spent weeks diving deep into both Salesforce and ClickUp.
We rigorously tested features, usability, and support in real-world scenarios.
This ensures our comparison of both platforms is practical and unbiased.
Boost productivity by 25%! ClickUp helps you manage sales, projects, docs, and more.
定价： 它有免费计划。高级计划起价为每月 7 美元。
主要特点：
- 任务管理
- 项目管理
- 协作工具
Ready to explore the world’s leading 客户关系管理? Sign up for a free trial of Salesforce today!
定价： 它提供免费试用。高级计划起价为每月 25 美元。
主要特点：
- Lead management
- Sales forecasting
- Opportunity management
什么是 ClickUp？
ClickUp. It’s a tool for getting things done.
Think of it as your digital workspace. You can manage tasks and projects.
It also has 客户关系管理 features. It’s flexible and easy to use.
此外，探索我们最喜欢的 ClickUp 替代品…
我们的观点
Может показаться, что это много, но вы быстро привыкнете!
主要优点
- Компьютеры:
- 提供永久免费计划。
- 支持超过 1,000 种集成。
- 可定制的工作流程和视图。
- 全面的报告功能。
定价
- 自由的Navegando no seu espaço de trabalho do Taskade
- Agora que você se inscreveu, vamos dar uma olhada no seu espaço de trabalho do Taskade.Pense no seu espaço de trabalho como seu escritório principal ou centro de comando no Taskade.
- É onde todos os seus projetos e tarefas são organizados.O que são espaços de trabalho?
- 企业：根据您的要求联系他们获取定制价格。
Você pode ter mais de um espaço de trabalho.
缺点
什么是 Salesforce？
Salesforce. It’s a big name, right?
将其视为一个超级强大的工具。它可以帮助企业管理客户关系。
Huge companies use it. It does a lot.
此外，探索我们最喜欢的 Salesforce 替代方案…
我们的观点
It’s incredibly powerful and flexible. The free plan is very generous, and it has many features for managing projects.
主要优点
Salesforce helps businesses connect better with customers. It gives a full view of each customer.
This helps improve sales and service.
- 360-Degree Customer View: See all customer interactions in one place.
- Boosts Sales by 39%: Many users report higher sales and productivity.
- 强大的自动化功能： Automate tasks like emails and lead tracking.
- Huge AppExchange: Connects with thousands of other apps.
- Scalable for Growth: Grows with your business, from small to large.
定价
- Starter Suite：每位用户每月 25 美元。
- Pro Suite: $100/user/month.
- 企业: $165/user/month.
- Agora que você se inscreveu, vamos dar uma olhada no seu espaço de trabalho do Taskade.: $330/user/month.
- Einstein 1 Sales: $500/user/month.
Você pode ter mais de um espaço de trabalho.
缺点
功能比较
Let’s look closely at how these two tools stack up. We will compare nine main features.
This will show you the key differences between salesforce crm and the project management software.
1. CRM Focus vs All-in-One
- Salesforce: This is a dedicated customer relationship management solution. It gives you a complete view of your customers. It is built to be the central crm solutions hub for your entire business. It is known as the customer company.
- 点击: ClickUp is first a project management software. It includes powerful contact management and sales tools. It is a great all-in-one option for most businesses that want to avoid other crm solutions and keep everything in one place, especially for a 小型企业.
2. AI and Groundbreaking Innovation
- Salesforce: Salesforce takes advantage of its own massive Das bedeutet, dass Ihr pool for AI. It offers groundbreaking ai innovation with its AI agent platform, Agentforce. The company has strong ai commitments to ensure trust in business data used by the AI.
- 点击: ClickUp has ClickUp Brain, which is its dedicated ai assistant. This AI focuses on boosting productivity and automating work within the system. ClickUp’s AI helps save time on daily task management.
3. Core Cloud Offerings
- Salesforce: Salesforce operates on a cloud model with separate, powerful salesforce products. These include the flagship sales cloud, service cloud for support, and marketing cloud for campaigns. They also offer the commerce cloud for e-commerce and the data cloud for unified data.
- 点击: ClickUp offers a unified platform where all features exist together. It has marketing features, services tools, and sales views built into the main entire workspace. You do not have to buy separate modules or “clouds.”
4. Pricing and Scalability
- Salesforce: Salesforce pricing starts higher, with many tiers. Costs can grow quickly with add ons. Plans are typically billed annually and priced per user. It is built for when your business grows into a massive enterprise.
- 点击: ClickUp offers a free forever plan, which is completely free for task management. Paid tiers like the paid plan, business plan, and unlimited plan are highly affordable. They even offer an enterprise plan for large teams.
5. Project Management Depth
- Salesforce: Project management in Salesforce often requires complex setup or buying add ons. It is not its main focus. Its core strength is managing the customer relationship management lifecycle.
- 点击: ClickUp is a powerful project management platform. It is ideal to manage projects, including multiple projects and complex projects. ClickUp includes key tools like gantt charts, kanban board, and 时间跟踪 right out of the box.
6. Implementation and Training
- Salesforce: Implementation can be a major project. It often requires specialists and extensive training for the salesforce team. This is especially true for complex solutions.
- 点击: Smaller businesses can often get started easily. ClickUp offers live onboarding training and resources through ClickUp University. This makes it simpler for new team member onboarding and getting initial training.
7. Integration and Access
- Salesforce: Salesforce has a huge ecosystem of apps. It is a leader in integration and can connect to almost any part of your tech stack. It offers api access for deep, custom connections.
- 点击: ClickUp integrates with many popular apps like google drive and quickbooks. It offers single sign on on its higher tiers. This integration helps manage business operations from one place.
8. Team Collaboration
- Salesforce: Collaboration features often focus on contact management and sales processes. It allows the salesforce team to communicate within the sales cloud about a lead.
- 点击: ClickUp is built for team communication. Features like whiteboard feature and real time editing on documents allow for deep, in-context collaboration. Its communication features are designed to simplify working on new tasks.
9. Best Fit Audience
- Salesforce: The best bet for Salesforce is large enterprise companies that need the full salesforce crm power. This is for organizations with a chief digital officer and hundreds of employees.
- 点击: ClickUp is a best bet for small business and smaller businesses. It is also great for smaller teams and even solo workers. Its flexible free plan and affordable tiers work well as the business grows.
选择 CRM 软件时要注意什么？
- Check if the business software offers enough features for your industry and growth.
- Look for strong customer experiences and customer success stories.
- Understand the true cost and whether the pricing is per user or includes an unlimited number of users.
- Ensure the tool will integrate with your current tech stack.
- Investigate Salesforce’s robust infrastructure if you have complex tasks.
- Test the ClickUp’s free plan to see if it has the essential features for your small business.
- See a sneak peek of advanced clickup plans to find the best bet for future features like unlimited storage.
- Look for a high score on ClickUp review sites.
- Check if the platform allows users to assign tasks and control user permissions.
- Ask about live training and phone support, which are huge benefits.
- Check for other features like custom fields and the ability to view tasks by due date.
- Ensure it handles import data easily and offers resource management.
- Know that ClickUp’s features are vast, and you may only need a few.
- Confirm if they offer discounts for annual billing.
- Note the location of company headquarters, like san francisco, but focus on the saas product’s quality.
- See if it supports marketing teams and provides guest access for external users.
- Remember the co founder vision often drives the initial product innovation.
最终裁决
So, which one wins? For most small to medium businesses, we pick ClickUp.
It’s easy to customize and has a ton of features.
It helps with tasks and projects, not just customers.
Plus, the price is hard to beat.
If you need a powerful CRM system for a large company, Salesforce is still a top choice.
But for most, ClickUp is simpler and gets the job done.
We’ve tried both, and we think ClickUp is the best balance of features and ease of use for most people.
更多 ClickUp 信息
以下是 ClickUp 与这些软件解决方案的简要比较：
- ClickUp 与 Pipedrive: Pipedrive is a sales-focused CRM with a visual pipeline. ClickUp is a more flexible project management tool.
- ClickUp vs Gohighlevel: ClickUp 是一个一体化的工作管理平台，具有强大的项目管理功能和可定制的客户关系管理功能。 晋升 是一个专门的营销和销售自动化平台，专注于潜在客户的生成和转化。
- 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 与 ActiveCampaign: ClickUp 为任务、项目和基本 CRM 管理提供了一个灵活的平台，而 ActiveCampaign 则在高级营销自动化、电子邮件营销活动和客户细分方面表现出色。
- ClickUp vs Hubspot: ClickUp 是一款高度可定制的项目管理和工作操作系统，集成了 CRM 功能，而 HubSpot 则为市场营销、销售和客户服务提供了一套全面的工具。
- ClickUp 与 Clickfunnels: ClickUp 是一个一体化的工作管理平台；ClickFunnels 主要是一个销售漏斗生成器，用于创建登陆页面和自动销售漏斗。
- ClickUp vs Folk: ClickUp 是一个强大的工作管理解决方案，具有可定制的客户关系管理功能，而 Folk 则侧重于协作式联系人管理和关系跟踪。
- ClickUp 与 Instantly: ClickUp 是一个用于项目管理和多样化工作流程的多功能平台，而 Instantly 则专注于 冷电子邮件 推广、送达优化和自动电子邮件营销活动。
- ClickUp 与 Monday CRM: ClickUp 为项目管理和客户关系管理提供高度可定制的一体化工作空间，而 Monday CRM 则提供以客户关系为重点的可视化工作流程和团队协作。
- ClickUp 与 Capsule CRM: ClickUp 是一个全面的工作管理和可定制的 CRM 平台，而 Capsule CRM 则是一个简单、用户友好的 CRM，侧重于管理联系人和销售机会。
- ClickUp 与 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 与 Freshsales: ClickUp 是一款多功能的工作管理工具，具有适应性强的 CRM 功能，而 Freshsales CRM 则是一款专业的销售 CRM，具有先进的自动化、销售线索评分和报告功能。
- ClickUp 与 Salesforce: ClickUp 是一个多功能工作管理平台，具有可定制的客户关系管理功能，而 Salesforce 则是一个企业级客户关系管理软件，具有丰富的销售、服务和营销自动化功能。
- ClickUp 与 Zendesk: ClickUp 为任务、项目和可定制的客户关系管理提供了一个一体化的工作空间，而 Zendesk 则是一个领先的客户服务平台，主要侧重于票务和支持。
More of Salesforce
Here’s a brief comparison of Salesforce with these software solutions:
- Salesforce 与 Pipedrive 对比: Salesforce 是一款适用于销售、营销和服务的综合性、高度可定制的 CRM，而 Pipedrive 则侧重于直观的可视化销售管道管理，以简化销售流程。
- Salesforce 与 GoHighLevel 对比: GoHighLevel is an all-in-one platform for marketing agencies, offering white-label options and extensive automation.
- Salesforce 与 Keap: Salesforce 为各种规模的企业提供了一个庞大的、可定制的 CRM 生态系统；Keap 则提供集成的销售和营销自动化，尤其适合小型企业。
- Salesforce 与 ActiveCampaign: Salesforce 是一款广泛的企业级 CRM，具有强大的销售自动化功能，而 ActiveCampaign 则在营销自动化、电子邮件营销和客户旅程可视化方面表现出色。
- Salesforce vs Hubspot: Salesforce 强调深度定制和强大的报告功能，以满足复杂的业务需求，而 HubSpot 则提供集成的营销、销售和服务工具套件，界面更加友好。
- Salesforce vs Clickfunnels: Salesforce 是一款用于管理客户关系和销售的综合 CRM；ClickFunnels 则是专门设计的销售漏斗生成器，用于引导客户完成转换。
- Salesforce 与 Folk: Salesforce 是一款高度可扩展、功能丰富的客户关系管理软件，适用于复杂的运营和大型企业；Folk 则是一款更简单的协作式联系人管理和关系建立工具。
- Salesforce vs Instantly: Salesforce 是一个广泛的客户关系管理平台，涵盖客户管理的各个方面；Instantly 擅长自动 冷电子邮件推广 并为有针对性的宣传活动提供线索。
- Salesforce 与 ClickUp: Salesforce 是一款功能强大的专用 CRM，用于管理客户互动和销售流程；ClickUp 是一款多功能工作管理平台，在其更广泛的项目管理工具中包含了 CRM 功能。
- Salesforce 与星期一: Salesforce 是一款强大的客户关系管理软件，具有广泛的数据模型，适用于各行各业的复杂工作流程；Monday CRM 提供高度可定制的可视化工作流程，已使用 Monday.com 进行项目管理的公司通常会使用它。
- Salesforce 与 Capsule: Salesforce is an enterprise-grade CRM suitable for large organizations with complex needs; Capsule CRM is a simpler, user-friendly CRM, ideal for small to medium-sized businesses focused on core contact and sales tracking.
- Salesforce 与 Insightly: Salesforce 提供了一个全面、高度可定制的 CRM，可满足不同的业务需求；Insightly 提供了一个多功能的 CRM，集成了项目管理功能，因其易于使用而经常受到中小型企业的青睐。
- Salesforce vs Freshsales CRM: Salesforce 是一款高度可定制、可扩展的 CRM，为大型企业提供高级功能；Freshsales CRM 则侧重于人工智能驱动的销售洞察力和自动化，以简化销售管理，通常是小型团队的首选。
- Salesforce vs Zendesk: Salesforce is a comprehensive CRM that covers sales, marketing, and customer service; Zendesk is a specialized customer service platform designed for ticketing, support, and omnichannel customer interactions.
常见问题
Is Salesforce too complicated for small businesses?
Yes, Salesforce can be overwhelming. Its advanced features and customization options are better suited for larger enterprises, while small businesses might find it too complex and costly.
Can ClickUp handle large-scale CRM needs?
While ClickUp is versatile, it might not be ideal for very large-scale CRM. Its CRM features are integrated with its project management tools, which might not be as robust as a dedicated CRM system like Salesforce.
Which platform provides better real-time data?
Salesforce excels in real-time analytics and 报告. It offers comprehensive dashboards and insights, giving businesses up-to-the-minute data for decision-making. ClickUp also provides 即时的 updates but is less robust.
How do ClickUp and Salesforce handle support requests?
Salesforce offers extensive support, including phone, email, and dedicated account managers, especially for enterprise clients. ClickUp provides support via email, chat, and a knowledge base and efficiently handles support requests.
Which platform is better for resource planning?
ClickUp is generally better for resource planning within project management. It lets you manage tasks, assign resources, and track progress effectively. Salesforce excels at resource planning within sales and service operations but is more complex.
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