选择正确的 客户关系管理 can feel like trying to pick a favorite child – impossible!
They all promise to 制作 your life easier, but which one actually delivers?
If smooth integrations with your favorite tools are top priority, then this showdown between Pipedrive and 点击 is for you.
We’re diving deep into how these Pipedrive vs ClickUp popular CRMs stack up when connecting with other platforms.
Get ready to discover which one comes out on top for building a seamless and efficient workflow in 2025. Let’s get started!
概述
To give you the most accurate comparison, we’ve spent weeks testing both Pipedrive and ClickUp.
We’ve explored their features, poked around their interfaces, and even built out sample workflows to see how they handle real-world tasks.
We’re sharing our insights to help you make the right choice.
Want a 客户关系管理 that’s easy to use and helps you close more deals? Start your free Pipedrive trial today!
定价： 它有一个免费计划。高级计划起价为 $14/月。
主要特点：
- Visual sales pipelines
- Customizable reports
- Mobile app
生产力提升 25%！ClickUp 助您管理销售、项目、文档等。立即释放您团队的潜力！
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
What is Pipedrive?
Ever wish you had a personal assistant for your sales team?
That’s Pipedrive in a nutshell. It’s a 客户关系管理 that’s laser-focused on helping you sell more.
Think of it as your command center for all things sales. You can track deals, manage contacts, and automate tasks.
It’s designed to be visual and intuitive, so you can see exactly where you stand with every deal.
No more getting lost in spreadsheets!
此外，探索我们最喜欢的 Pipedrive alternatives…
我们的看法
Pipedrive 是销售型企业的可靠选择。它的用户界面友好，视觉效果吸引人，而且功能丰富实用。它没有获得满分 10 分的唯一原因是价格较低的计划有一些限制。
主要优点
- 专注于销售： Pipedrive 可帮助您达成更多交易。
- 可视化管道管理： 了解每笔交易的确切情况。
- 强大的自动化功能： 自动执行发送电子邮件和安排约会等任务。
- 全天候支持： 需要帮助时随时寻求帮助。
定价
- 必要：每位用户每月 14 美元。
- 先进的:$24/用户/月。
- 专业的:$49/用户/月。
- 电源:$59/用户/月。
- 企业:$79/用户/月。
优点
缺点
什么是 ClickUp？
Imagine a giant whiteboard where you can organize everything – that’s ClickUp!
It’s way more than just a 客户关系管理. ClickUp wants to be your one-stop shop for managing work.
Think tasks, projects, docs, goals, even email.
It’s super flexible and customizable, so you can make it fit your team’s exact needs.
此外，探索我们最喜欢的 ClickUp 替代品…
我们的看法
它功能强大且灵活。免费方案非常慷慨，并且提供许多项目管理功能。然而，由于选项太多，新手刚开始使用时可能会感到不知所措，而且学习曲线也比较陡峭。
主要优点
- 集中的任务工作区。
- 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：最适合个人使用。
- 无限：每位用户 7 美元。
- 商业：每位用户 12 美元。
- 企业：根据您的要求联系他们获取定制价格。
优点
缺点
功能比较
Ready for a head-to-head matchup? Let’s break down how Pipedrive and ClickUp compare across seven essential features.
This detailed analysis will help you choose the platform that best aligns with your needs.
1. Sales Pipeline Management
- Pipedrive：
- Visually intuitive interface for easy pipeline management.
- Customizable pipelines to match your sales process.
- 自动化 features to streamline tasks and manage sales pipelines efficiently.
- Clear overview of sales progress for effective account management.
- ClickUp：
- Can manage sales pipelines using custom lists and views within its project management platform.
- More setup is required compared to Pipedrive for pipeline management.
- Integration with other project management tools.
- It may be less visually appealing for dedicated pipeline management.
结论 Pipedrive wins for dedicated sales pipeline management due to its focused design and user-friendly interface.
2. Project Management
- Pipedrive：
- Basic project management capabilities.
- Lacks advanced features found in dedicated project management platforms.
- ClickUp：
- Comprehensive project management tool with Gantt charts, Kanban boards, and more.
- Effectively manage complex projects and track progress using its project management platform.
- Robust collaboration tools for team projects.
结论 ClickUp is the clear winner for project management, offering extensive features and flexibility.
3. Reporting Tools
- Pipedrive：
- Focuses on sales performance 报告 tools (revenue, deals won/lost, etc.).
- Visually appealing and easy-to-understand reports for effective account management.
- Limited customization options within its reporting tools.
- ClickUp：
- A more comprehensive range of reporting tools, including custom dashboards and sprint widgets.
- Track progress across projects and analyze team performance with comprehensive reporting tools.
- More customization options for in-depth analysis using its reporting tools.
结论 ClickUp edges out Pipedrive in reporting due to its broader range of options and customization capabilities.
4. Customer Relationship Management (CRM)
- Pipedrive：
- ClickUp：
- It can be function as a customer relationship management (CRM), but it’s not its primary function.
- Stores customer data, tracks communications and manages contacts.
- Lacks specialized features found in dedicated CRMs.
结论 Pipedrive is the better choice for businesses needing a dedicated customer relationship management (CRM) solution with a sales focus.
5.协作工具
- Pipedrive：
- Collaboration tools centered around sales teams (sharing deals, assigning tasks).
- It’s notLess extensive than ClickUp’s collaboration tools.
- ClickUp：
- Wide range of collaboration tools (real-time chat, document editing, task assignments).
- Facilitates seamless teamwork and communication across projects with its diverse collaboration tools.
结论 ClickUp wins in collaboration due to its more comprehensive range of features and focus on team communication.
6.整合
- Pipedrive：
- Offers a decent number of integrations with popular tools (Google Workspace, 扎皮尔).
- Integration library less extensive than ClickUp’s.
- ClickUp：
- Vast library of integrations with over 1,000 apps (Slack, Google Drive, Zoom).
- Enables seamless workflow and data centralization through its extensive features and integrations.
结论 ClickUp takes the crown for integrations due to its extensive library and connectivity.
选择 CRM 时要注意什么？
- 具体需求： Do you need a tool for sales automation, or is your primary focus task management and project collaboration?
- 主要特点： Look for essential key features like lead management, reporting, and pipeline visibility that align with your goals.
- 易于使用： An intuitive interface and a manageable learning curve are crucial for team adoption and to avoid wasting time on learning a complex tool.
- 集成： Ensure the 客户关系管理 connects with your existing tools to create a seamless workflow and eliminate manual data entry.
- 自动化： Choose a platform that can automate repetitive tasks to save time and boost productivity.
- 可扩展性： The CRM should be able to grow with your 商业, supporting more users and data as you expand.
- 移动访问： A good mobile app is a must for teams that need to work on the go.
- 客户支持： Look for a provider with responsive customer support for when you need help.
最终裁决
So, who wins this CRM showdown? It’s a close call, but we choose 点击! Why?
Because it’s like a Swiss Army knife for your business, need to manage projects?
Check. Want to track sales and forecast revenue? Check. How about collaborating with your team?
Check again! ClickUp does it all. Plus, it’s super flexible and has a fantastic free plan.
Pipedrive is awesome if your main focus is sales. However, ClickUp offers more for your money, especially if you need a tool to manage all aspects of your work.
We’ve spent weeks testing these platforms so that you can trust our expert opinion. Ready to give ClickUp a try?
More of Pipedrive
Here’s a comparison of Pipedrive against other CRM software:
- Pipedrive vs Keap: Pipedrive excels in visual sales pipeline management, while Keap specializes in robust marketing automation, lead scoring, and advanced email sequences.
- Pipedrive 对比 晋升: GoHighLevel is an all-in-one marketing and sales platform for agencies. Pipedrive is a sales-focused CRM for managing deals and pipelines.
- Pipedrive vs ActiveCampaign: Pipedrive is a sales-centric CRM with intuitive pipeline visualization, while ActiveCampaign prioritizes marketing automation and customer journey building.
- Pipedrive vs HubSpot: Pipedrive is a more focused sales CRM known for simplicity, while HubSpot offers a comprehensive suite of marketing, sales, and service tools, being more complex.
- Pipedrive vs ClickFunnels: Pipedrive is a sales pipeline CRM, while ClickFunnels primarily focuses on building sales funnels and landing pages, with basic CRM aspects.
- Pipedrive vs Folk: Pipedrive is strong in sales pipeline management, whereas Folk emphasizes simple contact organization and relationship building for smaller teams.
- Pipedrive vs Instantly: Pipedrive focuses on sales deal management, while Instantly specializes in cold email outreach, lead finding, and email automation.
- Pipedrive vs ClickUp: Pipedrive is a dedicated sales CRM that is excellent for pipeline tracking. 点击 is a versatile work management platform that can also be used as a CRM and offers broader project management.
- Pipedrive vs Monday CRM: Pipedrive is a sales-focused CRM with visual pipelines, whereas Monday CRM is a highly customizable work OS that can be configured for CRM purposes and emphasizes workflow management.
- Pipedrive vs Capsule CRM: Pipedrive focuses on visual sales pipeline management, while Capsule CRM is a simpler, growth-oriented CRM for managing contacts and relationships, often for smaller businesses.
- Pipedrive vs Insightly: Pipedrive specializes in sales pipeline visualization, while Insightly offers a broader CRM solution with project management, marketing automation, and more robust reporting.
- Pipedrive vs Freshsales: Pipedrive offers deep sales pipeline visualization, while Freshsales CRM provides a more complete solution with built-in phone, AI tools, and integrated marketing features.
- Pipedrive vs Salesforce: Pipedrive is user-friendly and sales-focused for SMBs, whereas Salesforce is a highly customizable, enterprise-level CRM with extensive features across sales, service, and marketing.
- Pipedrive vs Zendesk: Pipedrive emphasizes visual sales pipeline management and automation, while Zendesk primarily focuses on customer service and support. It also offers CRM capabilities with built-in communication tools.
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。
常见问题
Which is better for small businesses, Pipedrive or ClickUp?
ClickUp is generally better for 小型企业 due to its generous free plan and affordable paid options. It offers a vast range of features, making it a versatile tool for the managing multiple aspects of your business.
Is Pipedrive easier to use than ClickUp?
Yes, Pipedrive is generally more straightforward to use, especially for beginners. Its interface is more intuitive and focused on sales pipeline management. ClickUp, while powerful, has a steeper learning curve due to its extensive features.
Can I use Pipedrive and ClickUp together?
Yes, you can integrate Pipedrive and ClickUp using third-party tools like Zapier. This lets you combine Pipedrive’s sales-focused features with ClickUp’s project management capabilities.
Which platform has better customer support?
Pipedrive is generally known for its excellent customer support, offering various channels like live chat, email, and phone support. ClickUp’s customer support has been reported to be less responsive at times.
Does ClickUp offer a free trial?
Yes, ClickUp offers a free plan with unlimited users and tasks, making it an excellent option for trying out the platform before you committing to a paid plan. Pipedrive provides a 14-day free trial for its paid plans.
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