选择合适的 客户关系管理 感觉就像要选出最喜欢的孩子一样——不可能！
他们都承诺 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 点击上 是为你准备的。
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.
想要一个 客户关系管理 它简单易用，还能帮你达成更多交易？立即免费开始使用 Pipedrive！
定价： 它提供免费试用。高级套餐起价为每月 14 美元。
主要特点：
- 可视化销售流程
- 可自定义报告
- 移动应用
提升 25% 的工作效率！ClickUp 帮助您管理销售、项目、文档等等。
定价： 它提供免费套餐，高级套餐起价为每月7美元。
主要特点：
- 任务管理
- 项目管理
- 协作工具
Pipedrive是什么？
你是否曾希望你的销售团队能配备一名私人助理？
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，还可以探索我们最喜欢的 Pipedrive 的替代方案…
我们的观点
Pipedrive 对于以销售为导向的企业来说是一个不错的选择。它用户友好、界面美观，并且功能丰富。它之所以没能获得满分 10 分，唯一的原因是价格较低的套餐存在一些限制。
主要优势
- 专注于销售： Pipedrive旨在帮助您达成更多交易。
- 可视化流水线管理： 详细了解每笔交易的进展情况。
- 强大的自动化功能： 实现发送电子邮件和安排预约等任务的自动化。
- 全天候支持： 需要帮助时，随时寻求帮助。
定价
- 基本的：每用户每月 14 美元。
- 先进的：每用户每月 24 美元。
- 专业的：每用户每月 49 美元。
- 力量：59美元/用户/月。
- 企业：79美元/用户/月。
优点
缺点
ClickUp是什么？
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，还可以探索我们最喜欢的 ClickUp的替代方案…
我们的观点
它功能强大且灵活。免费版功能非常丰富，包含许多项目管理功能。然而，由于选项众多，对于新手来说，一开始可能会感到不知所措，学习曲线也比较陡峭。
主要优势
- 集中式任务工作空间。
- 提供永久免费方案。
- 支持超过 1000 种集成。
- 可自定义的工作流程和视图。
- 全面的报告功能。
定价
- 自由的最适合个人使用。
- 无限每用户 7 美元。
- 商业每用户 12 美元。
- 企业请联系他们获取根据您的需求定制的报价。
优点
缺点
功能对比
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. 销售渠道管理
- 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.
判决： Pipedrive wins for dedicated sales pipeline management due to its focused design and user-friendly interface.
2. 项目管理
- 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.
判决： ClickUp is the clear winner for project management, offering extensive features and flexibility.
3. Reporting Tools
- Pipedrive：
- Focuses on sales performance 报道 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.
判决： 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.
判决： 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.
判决： ClickUp wins in collaboration due to its more comprehensive range of features and focus on team communication.
6. 集成
- Pipedrive：
- Offers a decent number of integrations with popular tools (Google Workspace, Zapier).
- 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.
判决： ClickUp takes the crown for integrations due to its extensive library and connectivity.
选择客户关系管理系统时应该注意哪些方面？
- 具体需求： Do you need a tool for sales 自动化, 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.
- 易用性： 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： 确保 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.
最终判决
So, who wins this CRM showdown? It’s a close call, but we choose 点击上! 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?
Pipedrive 的更多内容
以下是 Pipedrive 与其他 CRM 软件的比较：
- Pipedrive 对阵 Keap: Pipedrive 在可视化销售渠道管理方面表现出色，而 Keap 则专注于强大的营销自动化、线索评分和高级电子邮件序列。
- 管道驱动 对比 GoHighLevel: GoHighLevel 是一个面向代理机构的一体化营销和销售平台。Pipedrive 是一个以销售为中心的 CRM 系统，用于管理交易和销售渠道。
- Pipedrive 与 ActiveCampaign: Pipedrive 是一款以销售为中心的 CRM，具有直观的销售管道可视化功能，而 ActiveCampaign 则优先考虑营销自动化和客户旅程构建。
- Pipedrive 与 HubSpot 对比: Pipedrive 是一款更专注于销售的 CRM，以其简洁性而闻名；而 HubSpot 则提供了一套全面的营销、销售和服务工具，因此也更加复杂。
- Pipedrive 与 ClickFunnels 的比较: Pipedrive 是一个销售流程 CRM，而 ClickFunnels 主要专注于构建销售漏斗和着陆页，并具备基本的 CRM 功能。
- Pipedrive 对阵 Folk: Pipedrive 在销售渠道管理方面表现出色，而 Folk 则侧重于为小型团队提供简单的联系人组织和关系建立。
- Pipedrive 对阵 Instantly: Pipedrive 专注于销售交易管理，而 Instantly 则专注于陌生邮件营销、潜在客户开发和电子邮件自动化。
- Pipedrive 与 ClickUp 的对比: Pipedrive 是一款专用的销售 CRM 系统，非常适合跟踪销售渠道。 点击上 是一个功能全面的工作管理平台，也可以用作客户关系管理系统 (CRM)，并提供更广泛的项目管理功能。
- Pipedrive 与 Monday CRM 的对比: Pipedrive 是一款以销售为中心的 CRM，具有可视化的销售流程；而 Monday CRM 是一款高度可定制的工作操作系统，可以配置用于 CRM 目的，并强调工作流管理。
- Pipedrive 与 Capsule CRM 的比较: Pipedrive 专注于可视化销售渠道管理，而 Capsule CRM 则是一款更简单、以增长为导向的 CRM，用于管理联系人和关系，通常适用于小型企业。
- Pipedrive 与 Insightly 的比较: Pipedrive 专注于销售渠道可视化，而 Insightly 提供更广泛的 CRM 解决方案，包括项目管理、营销自动化和更强大的报告功能。
- Pipedrive 与 Freshsales 的比较: Pipedrive 提供深度销售渠道可视化，而 Freshsales CRM 提供更完整的解决方案，内置电话、人工智能工具和集成营销功能。
- Pipedrive 与 Salesforce: Pipedrive 是一款面向中小企业的、用户友好且以销售为中心的 CRM 系统，而 Salesforce 是一款高度可定制的企业级 CRM 系统，在销售、服务和营销方面具有广泛的功能。
- Pipedrive 与 Zendesk 的比较: Pipedrive 侧重于可视化销售流程管理和自动化，而 Zendesk 主要关注客户服务和支持。它也提供 CRM 功能以及内置的沟通工具。
更多ClickUp的内容
以下是ClickUp与这些软件解决方案的简要比较：
- ClickUp 与 Pipedrive 的对比: Pipedrive是一款以销售为中心的CRM系统，具有可视化销售流程。ClickUp则是一款更灵活的项目管理工具。
- ClickUp 与 Gohighlevel 的对比: ClickUp 是一个集工作管理、功能于一体的平台，具有强大的项目管理和可定制的客户关系管理 (CRM) 功能。 GoHighLevel 是一个专注于线索生成和转化的专业营销和销售自动化平台。
- ClickUp 与 Keap 的对比: ClickUp 是一个功能全面的项目管理和可定制 CRM 平台，而 Keap 是一个强大的 CRM 和营销自动化工具，侧重于潜在客户培养和销售流程。
- 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 与 Hubspot 的比较: 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 则提供了一套全面的营销、销售和客户服务工具。
- ClickUp 与 Clickfunnels 的对比: ClickUp 是一个一体化的工作管理平台；ClickFunnels 主要是一个销售漏斗构建器，用于创建着陆页和自动化销售漏斗。
- ClickUp 与 Folk: ClickUp 是一款功能强大的工作管理解决方案，具有可定制的 CRM 功能，而 Folk 则专注于协作联系人管理和关系跟踪。
- ClickUp 与 Instantly: ClickUp 是一个功能全面的项目管理平台，支持多种工作流程，而 Instantly 则专注于…… 冷邮件 拓展业务、优化送达率和自动化电子邮件营销活动。
- ClickUp 与 Monday CRM 的对比: ClickUp 提供高度可定制的一体化项目管理和 CRM 工作空间，而 Monday CRM 提供以客户关系为中心的视觉工作流程和团队协作。
- ClickUp CRM 与 Capsule CRM 的比较: ClickUp 是一个功能全面的工作管理和可定制的 CRM 平台，而 Capsule CRM 则是一个简单易用、专注于管理联系人和销售机会的 CRM。
- ClickUp 与 Insightly 的比较: ClickUp 是一个灵活的项目管理平台和可定制的 CRM 系统。Insightly 是一款专用的 CRM 系统，在 CRM 环境中提供强大的销售渠道和项目管理功能。
- ClickUp 与 Freshsales 的比较: ClickUp 是一款集工作管理、功能于一体的工具，并具备灵活的 CRM 功能；而 Freshsales CRM 是一款专业的销售 CRM，具有高级自动化、线索评分和报告功能。
- ClickUp 与 Salesforce: ClickUp 是一个功能全面的工作管理平台，具有可定制的 CRM 功能，而 Salesforce 是一个企业级 CRM，具有丰富的销售、服务和营销自动化功能。
- ClickUp 与 Zendesk: ClickUp 提供任务、项目和可定制 CRM 的一体化工作空间，而 Zendesk 是一个领先的客户服务平台，主要专注于工单和支持。
常见问题解答
Which is better for small businesses, Pipedrive or ClickUp?
ClickUp 通常更适合 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.
哪个平台的客户支持更好？
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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