⚡ 快速结论：
- 定价： 新鲜销售 客户关系管理 starts at $9/user/month. ClickUp has a free forever plan, with paid plans from $7/user/month.
- 最适合： Freshsales CRM for sales teams tracking leads, contacts and deals. ClickUp for teams that manage projects, tasks and due dates.
- 主要区别： Freshsales is customer relationship management software. ClickUp is a project management platform.
- 我们的选择： ClickUp for most teams, scoring 4.3 against 4.0, because the free plan covers real work before you spend anything.
Freshsales CRM and ClickUp are not really competitors.
One tracks people who might buy from you.
The other tracks the work your team owes.
小型企业 still compare them every week.
That happens because both promise to hold your 商业 一站式操作。
The gap shows up fast once you look at what each one stores.
概述
This full Freshsales CRM vs ClickUp comparison covers pricing, core features and who each tool fits.
我们的 作家 spent hands-on time inside ClickUp directly.
Notes on Freshsales come from Freshworks documentation plus G2 and Capterra review 数据.
Every price below comes from each vendor’s published plans.
By the end you will know which platform belongs in your tech stack.
Freshsales CRM是什么？
Freshsales CRM is cloud-based customer relationship management software from Freshworks.
它于 2016 年推出，是 Freshworks 套件中的第二个主要产品。
Sales teams use it to store contacts, track deals and log sales activities.
Freddy AI scores leads, predicts deal risk and suggests the next best action.
The tool is built mainly for small and medium sized businesses.
Freshworks says over 67,000 customers worldwide now run on its products.
Here is a closer look at how the platform works day to day.
Freshsales CRM
A sales CRM with Freddy AI scoring built in. Phone, email, chat and SMS sit in one 收件箱. The free trial runs 21 days.
Freshsales CRM定价
Freshsales sells three tiers. All prices are per user per month.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 生长 | 每用户每月 9 美元 | Small sales teams starting with a CRM |
| 专业版 | 每用户每月 39 美元 | Growing teams that need sales sequences and deeper 自动化 |
| 企业 | 每用户每月 59 美元 | Larger teams needing 审计 logs and custom modules |
Pricing verified September 2026.
免费试用： 21 days on every tier. You can create a new account and explore the features with no credit card required.
退款保证： Freshworks publishes no refund window. Monthly billing lets you cancel at the end of a cycle instead.
📌 笔记： Freshworks sells add ons such as extra Freddy AI credits and phone credits. Those and other features sit outside the plan price, so a $9 seat can cost more once calling is switched on.
⚠️ Pricing conflict: Third-party sources list a free plan for up to 3 users, an entry tier at $11 per user, and an Enterprise plan at $71 per user. Our CSV data is canonical, so we show $9, $39 and $59. Freshsales pricing has dropped 2 to 3 times over the years, which explains the gap. Check the Freshworks website before verifying your final cost.
Freshsales CRM 的主要优势
Here is what makes Freshsales CRM worth a look:
- Freddy AI scoring: Freddy AI scores leads on behavior and profile. That ranking lifts conversion rates by pushing reps toward warm contacts first.
- 360度客户视角： Every touchpoint lands on one timeline. Customer data stays centralized instead of scattered across inboxes.
- 内置通信： Phone, email, chat and SMS run inside a unified inbox. Reps respond without leaving the record.
- 全渠道覆盖范围： WhatsApp 商业, Facebook Messenger and LINE connect directly. Marketing campaigns can then use the same collected data.
- Freshworks 集成： It ties tightly to other Freshworks products like Freshdesk and Freshmarketer. Support and marketing share one contact record.
- Excellent value with real support: Reviewers rate it excellent value for money. Every plan includes 24/5 support by phone, chat and email.
我们的团队注意到了什么
Note: We have not had extended hands-on time with Freshsales CRM. The observations below come from Freshworks documentation and from published reviews.
Capterra and G2 reviewers average the platform at 4.5 out of 5. The intuitive interface is the most praised part, and new reps learn it quickly. The most common complaint is speed, since screens that should load in a few seconds often lag once the customer data grows.
Freshsales CRM 的优点和缺点
✅ 优点
- 21-day free trial on every plan with no credit card required
- Freddy AI scores leads and suggests the next best action on deals
- Phone, email, chat and SMS built into one unified inbox
- Averages 4.5 out of 5 on Capterra and G2
❌缺点
- 大约有 385 个集成，比 HubSpot 或 Salesforce
- Cluttered navigation and slow loading times in daily use
- Missing functionality that HubSpot and Salesforce include
ClickUp是什么？
ClickUp is project management software that holds tasks, docs, calendars and chat in one workspace.
Teams use it to plan work, assign tasks and track progress.
Work sits in a hierarchy of Spaces, Folders, Lists, Tasks and Subtasks.
You can view tasks as a list, kanban board, calendar, Gantt chart or timeline.
ClickUp Brain is the built-in AI assistant that tracks workloads and time spent.
The platform connects with over 1,000 tools, including Google Drive, Slack and Zoom.
Our ClickUp review video below shows how those pieces fit together.
🏆 优胜者：ClickUp
One workspace for tasks, docs and time tracking. The free forever plan holds an unlimited number of users. Paid plans add a 30-day money-back guarantee.
ClickUp定价
ClickUp offers a free plan plus three paid tiers.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 自由的 | $0 | 单人工作者和小团队正在测试平台 |
| 无限 | 每用户每月 7 美元 | Smaller teams needing unlimited storage and guest access |
| 商业 | 每用户每月 12 美元 | Marketing teams running multiple projects at once |
| 企业 | 风俗 | Large teams needing single sign on and HIPAA compliance |
Pricing verified September 2026.
免费试用： 15 days on the paid plans. The free forever plan is completely free, covers the essential features, and has no end date.
退款保证： 30 days on every paid plan.
📌 笔记： These rates are billed annually. The Business plan adds advanced 自动化 and API access, while the Enterprise plan adds user permissions controls, live onboarding training and HIPAA compliance.
⚠️ 警告： You upgrade your entire workspace, not single seats. Every team member moves to the paid plan together, so a five-person Business plan costs $60 per month even if only one person needs it. ClickUp’s free plan also caps custom fields at 100 uses.
ClickUp 的主要优势
ClickUp includes a lot for the money. Here is where it earns its high score:
- 永久免费计划： The free plan supports unlimited users, which is rare among project management tools. Small businesses can run real projects on it.
- One place for everything: Tasks, docs, calendars and team communication live together. Less tool switching means fewer dropped handoffs.
- 灵活的视角： List, Board, Calendar, Gantt and Timeline cover most workflows. Gantt charts help on complex projects with dependencies.
- Time tracking built in: 系统自带计时器和手动记录功能可跟踪计费工时与预估工时的对比情况。工作量视图有助于防止员工过度劳累。
- Automation to save time: Over 100 pre-built automation templates handle repetitive steps. Custom rules cover the rest.
- 学习资源： ClickUp University, a knowledge base and live chat back new users up. Over 1,000 templates cover common workflows.
我们的团队注意到了什么
Our writer signed up for ClickUp and used it to manage projects across several months of client work. Here is what stood out from that hands-on time:
ClickUp 的优点和缺点
✅ 优点
- 永久免费方案支持无限用户数量。
- Over 1,000 integrations, including Google Drive, Slack and Zoom
- Time tracking, docs, chat and a whiteboard feature are all built in
- 30-day money-back guarantee on every paid plan
❌缺点
- The interface is complex and overwhelming for new users
- 报告 tools are scattered across the platform and hard to find
- No phone support on any plan, only live chat and a knowledge base
功能对比
These two tools overlap less than the search results suggest. The table below shows where each one actually competes, and the sections after it explain why.
| 特征 | Freshsales CRM | 点击上 |
|---|---|---|
| 起价 | 每用户每月 9 美元 | Free, then $7/user/month |
| 免费计划 | ❌ (21-day free trial) | ✅ 永久免费 |
| Deal Pipeline | ✅ | ❌ |
| 任务管理 | ❌ | ✅ |
| 时间跟踪 | ❌ | ✅ |
| 内置电话和短信 | ✅ | ❌ |
| 人工智能助手 | ✅ Freddy AI | ✅ ClickUp Brain |
| 甘特图 | ❌ | ✅ |
| 集成 | ~385 | 1,000+ |
| 最适合 | Sales teams closing deals | Teams running projects |
1. Contact and Deal Management
Freshsales CRM： This is the core of the product. Every contact record holds a full history of calls, emails and sales activities. Deals move through named stages, and the record shows who touched the account and when.
ClickUp： There is no contact object. Teams build a CRM-style list with custom fields, which works for a handful of deals but breaks down past a few hundred contacts. Deal history has to be typed into task comments.
2. Pipelines, Boards and Views
Freshsales CRM： The visual pipeline uses Kanban boards built for revenue. You drag deals between stages and spot bottlenecks fast. The views are fixed to sales, so there is no way to reshape them for other work.
ClickUp： The same data set renders as a list, kanban board, calendar, Gantt chart or timeline. Gantt charts handle dependencies on complex projects. Switching views takes one click and nothing needs rebuilding.
3. 人工智能助手
Freshsales CRM： Freddy AI scores leads on behavior and profile, flags deals at risk and recommends the next best action to close. The scoring is the useful part, since it tells a rep which contacts to call before a human even opens the list.
ClickUp： ClickUp Brain is an AI assistant aimed at work, not revenue. It summarizes threads, drafts updates and answers questions about who is doing what. It will not tell you which lead is worth calling.
4. 自动化
Freshsales CRM： Automation here removes repetitive admin from reps. Smart AI agents assign leads, update fields and trigger follow-ups so nobody sits waiting on manual data entry.
ClickUp： Over 100 pre-built automation templates cover status changes, assignments and new tasks. Custom rules chain triggers to actions across a whole Space, which saves real time on recurring project work.
5. Email and Team Communication
Freshsales CRM： You send personalized bulk emails and monitor opens and clicks on each one. WhatsApp Business, Facebook Messenger and LINE plug in, so reps respond wherever the customer started the conversation.
ClickUp： The communication features point inward at your team. Chat, comments, docs with real time editing and an AI Notetaker for meetings keep discussion attached to the work. There is no outbound email marketing.
6. Lead Capture and Templates
Freshsales CRM： Web forms capture leads straight from your site into the CRM, with event tracking that records what the visitor viewed first. That context lands on the contact record before anyone calls.
ClickUp： Over 1,000 templates cover sprints, content calendars and onboarding. You can also import data from Asana, Trello or a spreadsheet during setup, which cuts the first week of work down to an afternoon.
7. Sequences vs Time Tracking
Freshsales CRM： Sales sequences run multi-step outreach on a schedule and stop when a prospect replies. It has no time tracking at all, so agencies billing by the hour need a second tool.
ClickUp： Native timers and manual logging track billable hours against estimates, and workload views handle resource management across a team. Reviewers note the timers can feel clunky compared with dedicated trackers.
Scheduling sits next to that, and it is where each due date gets set.
⚠️ 警告： ClickUp schedules tasks, not people. It lacks true employee scheduling, so shift planning still needs separate business software.
8. Reporting, Search and Support
Freshsales CRM： Around a dozen predefined sales reports ship ready to edit, covering forecasting and team performance. Support runs 24/5 by phone, chat and email on every plan, and Freshdesk OMNI extends the same record into service.
ClickUp： Dashboards track KPIs, team capacity and project health in real time, and Enterprise Search pulls results from tasks, docs and connected apps. Reporting tools are scattered across the platform, and support is live chat only after an AI chatbot.
9. Integrations and Security
Freshsales CRM： The marketplace holds around 385 integrations and apps, including Google, Microsoft 365, Slack and Zoom. Any connection to other Freshworks products is tight, but third-party coverage is thinner than HubSpot’s.
ClickUp： Over 1,000 integrations cover Google Drive, Slack and Zoom, and the mobile app adds offline access. On security, ClickUp supports two-factor authentication and user permissions, with single sign on reserved for the Enterprise plan.
10. 定价与成本
Here are the plans side by side, straight from each vendor.
| 层级 | Freshsales CRM | 点击上 |
|---|---|---|
| 自由的 | ❌ | $0 |
| 入口 | 增长：9 美元/用户/月 | 无限量：每用户每月 7 美元 |
| 中 | 专业版：39 美元/用户/月 | 企业版：每用户每月 12 美元 |
| 顶部 | 企业版：59 美元/用户/月 | 企业：定制 |
Freshsales CRM： The $9 Growth seat is fair for CRM software, and reviewers call it excellent value for money. The jump to Pro at $39 is steep, and that is the tier where sales sequences and deeper automation live.
ClickUp： The gap between the Unlimited plan and the Business plan is only $5 per user, so upgrading rarely hurts. ClickUp plans stay flat as you grow, and the free tier means a five-person team can start at zero cost.
💡 专业提示： Both vendors offer discounts on annual billing. Run the 21-day Freshsales free trial and ClickUp’s free plan in the same week, on the same real project, before you pay either one.
不同场景
| 如果您需要…… | 选择 | 为什么 |
|---|---|---|
| Zero budget to start | 点击上 | 永久免费方案，用户数量不限 |
| Deal pipeline and lead scoring | Freshsales CRM | Freddy AI ranks every lead |
| Task management for a team | 点击上 | Built for projects, not deals |
| Calling and texting customers | Freshsales CRM | Phone and SMS built in |
| 计费工时跟踪 | 点击上 | Native timers and estimates |
| Phone support from the vendor | Freshsales CRM | 24/5 by phone on all plans |
💰 您的预算
The free plan packs enough features for a whole team to work at no cost. Freshsales has no free tier, so budget from day 22 at $9 per user.
🔌 您的技术栈
Already running Freshdesk or Freshmarketer? Freshsales shares records with other Freshworks products out of the box. Everyone else gets wider coverage from ClickUp’s 1,000+ integrations.
📝 你的日常工作
If your day is calls, follow-ups and quotes, you need a CRM. If your day is briefs, handoffs and deadlines, you need project management tools.
🎓您的经验水平
Freshsales is easier on day one thanks to a simpler layout. ClickUp’s features take longer to learn, though ClickUp University and live training shorten that curve.
🆓 免费试用和演示
Freshsales gives 21 days across all tiers. ClickUp gives 15 days on any paid plan, plus a free tier you can keep forever.
🛟 支持选项
Freshsales answers by phone, chat and email 24/5 on every plan. ClickUp has no phone support, so urgent issues go through chat and the knowledge base.
切换指南
Already on one of them? Here is what changes.
🔄 正在从 Freshsales CRM 切换到 ClickUp？
✅ 你将获得：
- 永久免费方案，用户数量不限。
- Real task management with Gantt charts and workload views
- Time tracking, docs and a whiteboard feature in one place
❌ 你会失去什么：
- Freddy AI lead scoring and deal risk alerts
- Built-in phone, SMS and WhatsApp channels
- Phone support and the shared Freshworks record
📋 如何切换：
- Export contacts, deals and notes from Freshsales as CSV
- 创建 ClickUp 帐户并选择 CRM 模板
- Import data into a List and map fields to custom fields
🔄 从ClickUp切换到Freshsales CRM？
✅ 你将获得：
- A real pipeline with stages, forecasting and deal history
- Freddy AI scoring so reps call the warmest leads first
- Calling, SMS and messaging apps inside one unified inbox
❌ 你会失去什么：
- The free plan and unlimited storage on paid tiers
- Task views, docs, chat and built-in time tracking
- Roughly 600 integrations, including deep developer tools
📋 如何切换：
- Export your CRM List from ClickUp to CSV
- Start the 21-day Freshsales trial and set your deal stages
- Import contacts, then connect email and calling
我们的评测没有涵盖的内容
This comparison focused on small businesses and smaller teams. We did not test Freshsales at 200 seats, and we did not push ClickUp through a full sprint cycle with a development team. Custom Enterprise plan quotes, migration services and any new features shipped after September 2026 sit outside what we checked. If you run a regulated business, verify compliance terms directly with each vendor.
最终判决
| 类别 | 优胜者 |
|---|---|
| 💰 定价 | 点击上 |
| 🚀 核心功能 | 领带（不同职业） |
| 🎯 Lead and Deal Handling | Freshsales CRM |
| 📋 Task and Project Work | 点击上 |
| 👶 易用性 | Freshsales CRM |
| 🔌 集成 | 点击上 |
| 🛟 支持 | Freshsales CRM |
| 🏆 总冠军 | 点击上 |
🏆 优胜者：CLICKUP
ClickUp wins 3 of 7 categories and ties a fourth, scoring 4.3 against 4.0.
最适合： Managing projects, task management for marketing teams, tracking billable hours
ClickUp takes the overall win, but the margin is narrower than the scorecard suggests. It wins because more teams need somewhere to manage tasks than need a sales pipeline, and because the free tier removes the risk of trying.
Freshsales CRM is the better product at its own job. If your revenue depends on calling leads and moving deals forward, no amount of custom fields in ClickUp will match a purpose-built CRM.
Plenty of teams end up running both. Freshsales holds the customers, ClickUp holds the work, and a Zapier connection keeps the two in step.
Freshsales CRM 的更多比较
Here is how Freshsales holds up against the other CRM software people shortlist:
Freshsales 在以下方面胜出： Cheaper paid seats at $9, phone and SMS included at entry level, 24/5 support on every plan
HubSpot 在以下方面胜出： A genuinely usable free CRM tier, a far larger app marketplace, stronger inbound marketing tooling
Freshsales 在以下方面胜出： Cleaner interface for new reps, Freddy AI scoring on lower tiers, a longer 21-day trial
Zoho 胜出的原因： Deeper customization per module, a much broader suite of business apps, lower cost at the top tier
Freshsales CRM 与 Pipedrive 的对比
Freshsales 在以下方面胜出： Built-in calling and messaging channels, AI scoring at no extra cost, tighter link to support tools
管道驱动 获胜方式： Faster screens under load, a simpler pipeline-first layout, more third-party sales add ons
Freshsales CRM 与 Salesforce 的比较
Freshsales 在以下方面胜出： Setup measured in days not months, no admin headcount required, far lower entry price
Salesforce 的优势在于： Depth of reporting and forecasting, thousands of certified apps, functionality Freshsales still lacks
This video walks through the closest alternatives in more detail.
ClickUp 的更多比较
And here is where ClickUp sits among rival project management platforms:
ClickUp 与 Asana 的对比
ClickUp 在以下方面胜出： A free plan without a seat cap, time tracking included at no cost, more view types per list
Asana 胜出的原因： A calmer interface new hires grasp faster, steadier performance on huge boards, cleaner portfolio reporting
ClickUp 对比 Monday.com
ClickUp 在以下方面胜出： Better value per seat, docs and chat bundled in, no minimum seat count on paid tiers
Monday.com 胜出： A friendlier first hour, more polished board design, a gentler learning curve for non-technical staff
ClickUp 与 Trello 的比较
ClickUp 在以下方面胜出： Handling complex tasks and dependencies, native reporting dashboards, built-in goals and time estimates
Trello 胜出之处在于： Ten-minute setup, almost nothing to learn, a lighter fit for solo workers and short lists
ClickUp 在以下方面胜出： Purpose-built task tracking, automation rules that fire reliably, workload and capacity views
概念 获胜方式： Documents and wikis, a cleaner writing surface, flexible databases for knowledge work
常见问题解答
Freshsales是CRM系统吗？
Yes. It is a cloud-based customer relationship management platform from Freshworks, built to store contacts, track deals and run sales activities for small and medium sized businesses.
ClickUp 真的是免费的吗？
Yes. The Free Forever plan is completely free and allows unlimited users. Custom fields are capped at 100 uses, and advanced automation, dashboards and guest access need a paid plan.
ClickUp 的价格是多少？
Free is $0. The Unlimited plan is $7 per user per month, Business is $12 per user per month, and the Enterprise plan is custom priced.
Freshsales有哪些优势？
Freddy AI lead scoring, built-in phone and SMS, a 21-day free trial and 24/5 support on every tier. Reviewers rate it 4.5 out of 5 on Capterra.
ClickUp 最适合用于什么用途？
Teams running multiple projects who want tasks, docs, goals and time tracking in one workspace. It suits marketing teams and agencies better than it suits sales teams.
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