Picking the right software for your 商业 can feel like choosing between two awesome toys.
You’ve got Freshsales CRM and 点击, which promise to make your work easier.
It’s frustrating, right? You don’t want to waste time or money on something that doesn’t work.
Don’t worry; we’re here to help. We’ll break down Freshsales 客户关系管理 vs ClickUp in a super simple way.
概述
We’ve spent considerable time exploring Freshsales 客户关系管理 and ClickUp, putting them through real-world scenarios.
Our hands-on testing and analysis focused on user experience, core functionalities, and overall value, leading to this direct comparison.
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
新鲜销售 客户关系管理 might be the one for you. Its intuitive interface makes it an excellent choice.
定价： It has a free trial. The premium plan starts at $9/month.
主要特点：
- 联系人管理
- Deal Tracking
- 报告和分析
什么是 ClickUp？
Okay, let’s talk 点击. It’s like a workspace in one place.
You can manage tasks, projects, and even your team.
Think of it as a super flexible tool. It helps you stay organized.
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 Freshsales CRM？
So, you’re looking at Freshsales 客户关系管理.
What’s it all about?
Think of it as a super-powered tool for sales teams.
It helps you keep track of leads and close deals faster.
It’s designed to make sales easier.
此外，探索我们最喜欢的 Freshsales CRM 替代品…
我们的观点
对于注重易用性和价格实惠的企业来说，Freshsales CRM 是一个不错的选择。它能让你轻松上手 CRM，无需经历漫长的学习过程。
主要优点
- 用户友好界面 易于导航和学习。
- 内置电话和电子邮件： 直接从平台与客户联系。
- 人工智能洞察： 获得有用的建议和预测。
- 价格实惠： 提供免费计划和有竞争力的付费计划。
定价
- 增长 + 500 个营销联系人：每位用户每月 9 美元。
- Pro + 500 个营销联系人：每位用户每月 39 美元。
- 企业 + 500 个营销联系人：每位用户每月 59 美元。
Você pode ter mais de um espaço de trabalho.
缺点
功能比较
Choosing the right platform means knowing exactly what each tool offers.
We dive deep into the specific functions.
This full comparison will help you see where each business software shines and what it lacks.
1. Primary Purpose and Focus
Both tools help with business operations, but their main goals are different.
- 新鲜销售 客户关系管理: This is a dedicated customer relationship management platform. It is designed to manage sales activities and nurture customer relationships. It is the go-to choice for marketing teams and sales reps.
- ClickUp： This is primarily project management software. It aims to be your entire workspace and is built to handle complex projects and multiple projects using powerful project management tools.
2. Task and Project Management Depth
How much control do you need over your day-to-day work?
- Freshsales CRM： It provides basic task management tied directly to deals and contacts. It is designed to track follow-ups and set a due date, but it is not a full-fledged management platform.
- ClickUp： This tool excels here. ClickUp includes deep features like gantt charts, resource management, and a great whiteboard feature. It is designed to assign tasks and manage complex tasks easily.
3. Sales Automation and AI
Artificial intelligence and 自动化 can help your team save time and be more efficient.
- Freshsales CRM： It features Freddy AI, an ai assistant, which delivers powerful ai-powered insights. It focuses on lead scoring and speeding up the sales cycle. Its sales capabilities give it a high score.
- ClickUp： It has the ClickUp Brain for general workspace AI. While ClickUp offers automation for moving new tasks and changing statuses, its CRM automation needs more manual setup.
4. Pricing and Free Access
Cost is always a huge factor, especially for 小型企业.
- Freshsales CRM： It provides a generous free forever plan with essential features for small teams. Paid options are billed per user and offer excellent value. They also offer discounts if billed annually.
- ClickUp： ClickUp offers a robust free forever plan that is completely free. The unlimited plan and enterprise plan are also billed per user. They include an affordable paid plan to get you started.
5. Customization and Flexibility
Do you want a ready-made sales tool or a fully customizable workspace?
- Freshsales CRM： You can customize fields and pipelines to fit your sales workflow. It’s tailored for sales, making it easy to import Das bedeutet, dass Ihr.
- ClickUp： Known for flexibility, ClickUp includes the ability to tailor your entire workspace, views, and fields. You can adapt it to any business plan or tech stack.
6. Team Collaboration and Communication
Effective team communication is key to success in any business operation.
- Freshsales CRM： Collaboration is centered around the customer record. All team members can communicate about contacts and deals directly within the platform.
- ClickUp： It is built for collaboration, with communication features like chat and comments. It allows real-time editing of docs and offers guest access for external users.
7. Integrations and Tech Stack
How well do they play with the other tools in your tech stack?
- Freshsales CRM： It integrates seamlessly with Freshworks products like Freshdesk. It focuses on integrations that specifically support sales and marketing workflows.
- ClickUp： ClickUp offers a massive number of integrations, connecting it to virtually every project management tools and service like Google Drive. It also provides API access for custom connections.
8. Reporting and Analytics
Getting the full picture is how you make smart decisions for your business needs.
- Freshsales CRM： Offers sales-specific reports focused on pipeline health, conversions, and rep performance. These analytics are crucial for sales leaders.
- ClickUp： Provides extensive 报告 for project progress, team efficiency, and time tracking. Its reports are more geared toward efficiency and managing new tasks.
9. Learning Curve and Support
How easy is it to get started and get help when you need it?
- Freshsales CRM： It has a very intuitive and clean interface. Support includes a knowledge base and phone support on higher plans.
- ClickUp： Due to the sheer number of clickup’s features, it can feel overwhelming at first. It offers live training and ClickUp University resources to help you learn.
选择 CRM 软件时要注意什么？
Making a smart decision takes a few seconds of thought. Here’s what matters:
- Free Trial Access: Can you create a new account and get a free trial without a credit card required? This lets a human test the features.
- Die 9 besten Lernmanagement-Softwares (LMS) für 2025 15 和隐私： Is your customer data safe? The site must verify security. Look for verification successful waiting indicators before you log in.
- 易于使用： Can your team get comfortable with the browser or mobile app quickly and see the site properly? If it’s confusing, people won’t use it.
- 目标受众 Is it built for medium-sized businesses or huge companies? The features need to match your business size.
- Egal für welches Tool Sie sich entscheiden, denken Sie daran: Konsequenter Einsatz und eine starke Strategie sind der Schlüssel zum Erfolg mit Cold-E-Mails. Jetzt gehen Sie raus und fangen Sie an, neue Kunden zu gewinnen! How easy is the connection? Does it integrate well with other Freshworks products or your existing account? This is a key integration point.
- Customer Support & Review: Check the review section. If you have an issue, will they respond quickly? This is crucial for customers.
- Customization & Add-ons: Can you personalize the platform? You want a system that can adapt to your process without needing lots of expensive add-ons.
- 可靠性： Does the website perform well? A slow platform, or seeing a Ray ID error often, is frustrating. Look for reliable service.
- Data Control: Make sure it’s easy to create and manage your customer information. You should feel in control of your own data.
最终裁决
So, which one wins? For many, it comes down to Freshsales vs ClickUp.
If your main focus is boosting your sales process and managing your pipeline, Freshsales CRM is likely your best bet.
It shines with its sales force automation and AI-powered insights from Freddy.
ClickUp is amazing for project management.
However, if you need a strong 360-degree view of customer data and want to improve customer relationships,
We’ve tested both, and Freshsales CRM fits the business needs of sales teams more effectively.
You can customize it to your needs, and the analytics are helpful.
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。
Freshsales CRM 的更多信息
以下是 Freshsales CRM 与这些软件解决方案的简要比较：
- Freshsales CRM vs Pipedrive: Freshsales CRM 提供集成通信和人工智能的全面销售解决方案，而 Pipedrive 则擅长可视化销售管道组织和交易跟踪。
- Freshsales vs GoHighLevel: GoHighLevel is a robust, all-in-one platform with strong marketing automation and a steeper learning curve, often favored by agencies. Freshsales focuses more on streamlined sales processes and ease of use.
- Freshsales CRM 与 Keap: Freshsales CRM 强调直观的销售管理和人工智能驱动的洞察力；Keap 提供功能强大的销售和营销自动化，侧重于联系人管理。
- Freshsales CRM vs ActiveCampaign: Freshsales CRM 是一款专用的销售 CRM，内置电话和电子邮件功能；ActiveCampaign 在营销自动化、电子邮件营销活动和高级细分方面表现出色。
- Freshsales CRM vs Hubspot: Freshsales CRM 提供人工智能驱动的销售工具和更快的设置；HubSpot 提供广泛的一体化套件，涵盖营销、销售和客户服务。
- Freshsales CRM vs Clickfunnels: Freshsales CRM 是以销售为重点的 CRM，用于管理客户互动，而 ClickFunnels 则是构建销售漏斗和着陆页面的专用工具。
- Freshsales CRM 与 Folk: Freshsales CRM 提供了一个具有人工智能和自动化功能的综合销售平台；Folk 专注于简单、协作的联系人管理和可视化管道组织。
- Freshsales CRM 与 Instantly: Freshsales CRM 是一款功能全面的销售 CRM，具有强大的功能；Instantly 主要是一款电子邮件推广和销售 CRM。 冷电子邮件自动化 工具。
- Freshsales CRM vs ClickUp: Freshsales CRM is designed for streamlining sales processes and managing pipelines; ClickUp is a versatile work OS that encompasses project management, tasks, and CRM functionalities.
- Freshsales CRM vs Monday CRM: Freshsales CRM provides a dedicated sales solution with intelligent insights, while Monday CRM offers highly customizable boards for managing workflows, including CRM.
- Freshsales CRM vs Capsule CRM: Freshsales CRM 是一款功能更强大的销售 CRM，具有人工智能功能；Capsule CRM 则侧重于直接的联系人管理和销售机会跟踪。
- Freshsales CRM vs Insightly: Freshsales CRM 是一款专门的销售工具，具有人工智能和全面的销售自动化功能；Insightly 提供更广泛的 CRM 体验，包括强大的项目管理功能。
- Freshsales CRM 与 Salesforce: Freshsales CRM 提供直观的人工智能销售平台，价格极具竞争力；Salesforce 是高度可定制的企业级 CRM，拥有广泛的生态系统和高级功能。
- Freshsales CRM vs Zendesk: Freshsales CRM 专注于销售自动化和管道管理，而 Zendesk 主要是一个客户服务平台，具有强大的票单和支持功能。
常见问题
Is Freshsales CRM better for a startup than ClickUp?
Yes, Freshsales CRM is often a better fit for a startup focused on sales. Its sales pipeline management, email tracking, and kanban view are tailored for sales growth. Plus, the pricing plan is structured for scaling businesses. It’s part of the Freshworks suite, designed for sales.
Can I customize my sales pipeline in Freshsales CRM?
Absolutely! Freshsales CRM allows you to fully customize your sales pipeline. You can adjust stages, add custom fields, and use template options to match your unique pipeline management process.
How does Freshsales CRM help with email tracking?
Freshsales CRM provides robust email tracking features. You can see when leads open your emails, click links, and track engagement. This helps you understand which emails are effective and when to follow up.
What does the pricing plan for Freshsales CRM include?
The pricing plan for Freshsales CRM varies, but even the basic plan includes essential sales features like lead management, deal tracking, and reporting. Higher tiers unlock advanced automation and customization options.
Does Freshsales CRM offer a Kanban view for pipeline management?
Yes, Freshsales CRM offers a Kanban view for pipeline management. This visual representation lets you easily track deals through different sales process stages, improving efficiency.
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