Ever feel like you’re juggling too many tools?
You’re trying to keep track of customers and projects, but everything’s scattered.
Imagine missing deadlines or losing track of important client details. It’s stressful!
So, you’re wondering, Which 客户关系管理 is the best?
We’re going to break down Salesmate vs 点击 for you. No fancy jargon, just the facts. Let’s find out which one will 制作 your life easier.
概述
We’ve spent weeks diving deep into Salesmate and 点击, testing their features firsthand.
Our team explored their 客户关系管理 capabilities, project management tools, and usability for a practical, real-world 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
Salesmate 是什么？
Salesmate. What is it? Think of it as a sales hub.
It helps you manage customers.
You can track deals. You can automate tasks.
It’s built to boost sales. Simple.
此外，探索我们最喜欢的 Salesmate 替代品…
我们的观点
告别销售混乱！Salesmate 客户关系管理 提供 15 天免费试用。体验非凡体验，达成更多交易。立即注册！
主要优点
- 内置呼叫： 直接在 Salesmate 内拨打和接听电话。
- 销售顺序： 通过个性化的电子邮件和短信自动进行外展。
- 管道管理： 可视化您的销售流程并找出瓶颈。
- 移动应用程序： 随时随地访问您的 CRM 数据。
定价
- 基本（$23/用户/月）： 联系人、公司、交易。
- 专业版（每位用户每月 39 美元）： 产品管理、目标管理。
- 商务（每位用户每月 63 美元）： 团队管理，自定义模块
Você pode ter mais de um espaço de trabalho.
缺点
什么是 ClickUp？
ClickUp. It’s a workspace. Think of it as one app.
It can handle many tasks. You can manage projects.
You can track time. It’s built for teams.
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
功能比较
This comparison pits Salesmate 客户关系管理, a dedicated robust crm solution built for efficient sales reps and sales forecasting, against ClickUp, a vast project management platform used for task organization and managing the entire workspace.
This full comparison will clarify which solution is the better fit for strengthening build lasting customer relationships versus optimizing internal workflow management.
1. Primary Function and Core Focus
- 销售伙伴 CRM: A dedicated robust crm solution focused entirely on sales activities, helping sales reps manage the sales pipeline and track sales performance to build lasting customer relationships.
- 点击: A highly flexible management platform aimed at managing project management tools like gantt charts and organizing the entire workspace and 商业 operations. It is designed for marketing teams and internal coordination on multiple projects.
2. Pricing and Scalability
- 销售伙伴 CRM: Follows a traditional CRM paid plan structure priced per user, with tiers offering features like sales forecasting and enhanced sales performance tools. It is best suited for smaller teams.
- 点击: Offers a free forever plan with enough features for solo workers. Paid tiers are also per user, allowing unlimited users and unlimited storage. The enterprise plan supports single sign on (SSO) and unlimited number of guest access accounts.
3. Pipeline Management and Sales Features
- 销售伙伴 CRM: Excels in pipeline management with dedicated features for sales forecasting, tracking sales performance, and managing the entire sales process to maintain lasting customer relationships.
- 点击: Can be configured for sales pipeline management using custom fields and list views, but it lacks the built-in terminology and specialized tools for sales forecasting and deep sales performance analysis.
4. Task and Activity Management
- 销售伙伴 CRM: Features strong task management tied directly to customer interactions and sales follow-ups. Sales reps can easily assign tasks related to the sales pipeline.
- 点击: A master of task management, allowing users to assign tasks a due date within multiple projects. Task management is one of clickup’s features and clickup includes support for user permissions.
5. Automation and Workflow
- 销售伙伴 CRM: Includes robust marketing 自动化 capabilities to automate sequences and nurture leads, helping sales reps optimize the sales process and track sales performance.
- 点击: Offers extensive automation features for internal workflows, such as creating new tasks and moving complex projects. The ai assistant helps users save time and achieve a high score in productivity.
6. AI and Intelligence Features
- 销售伙伴 CRM: Uses AI features primarily for insights into sales performance and guiding sales reps through the sales process. It focuses on actionable Das bedeutet, dass Ihr to improve sales forecasting.
- 点击: Includes the ai assistant (the clickup brain), which helps users summarize and create new tasks, supporting team communication and efficiency across the entire workspace.
7. Customization and Extensibility
- 销售伙伴 CRM: Provides customization options suitable for a robust crm solution, including custom fields and process adjustments, making it a powerful platform for a 房地产 company or any field needing lasting customer relationships.
- 点击: Extremely flexible with custom fields, API access, and unlimited number of views, making it suitable for managing complex projects within any business plan or tech stack.
8. Learning and Support
- 销售伙伴 CRM: Provides dedicated support and documentation for the entire sales process. It aims to be an easy-to-use crm software for all sales reps.
- 点击: Offers extensive support including live training, a knowledge base, and live onboarding training for higher tiers. The clickup university and clickup review highlight that clickup’s features are vast and require dedicated learning.
9. Integrations and Ecosystem
- 销售伙伴 CRM: Integrates seamlessly with microsoft apps and other sales tools, ensuring the sales process flows smoothly. It’s built as a robust crm solution within a business ecosystem.
- 点击: Integrates with tools like google drive and supports API access. It aims to be the central management platform for the entire workspace, unifying project and task management.
What to Look For in a CRM Platform?
- Consider your team’s size, number of email account and technical skills to avoid a steep learning curve. The complexity of new features and customizations across different clickup plans is a key factor for every team member.
- Evaluate if built-in communication tools are essential or if integrations are sufficient.
- Assess the importance of detailed project management software versus sales-specific features, and whether the included kanban board and task views are sufficient.
- Check for mobile app functionality if your team works on the go, especially for real-time 时间跟踪 with verification successful waiting for teams.
- Confirm that the specific software can integrate with your existing tools, like Microsoft 365, and determine the level of api access needed.
- Compare 报告 features to see which platform provides more actionable data for resource management and analyzing the impact of a free plan or paid tier.
- Factor in customization options to ensure the software can adapt to your unlimited accounts and evolving needs, as this is one of ClickUp’s essential features.
- Determine if onboarding and customer support, including phone support, are adequate for your team’s requirements. Also, check if they offer discounts for your business type and the limitations of clickup’s free plan
最终裁决
So, which business software wins? It depends entirely on your needs.
If sales are your primary focus, Salesmate is strong.
Its core features are dedicated to the sales process, and it is perfect for 小型企业 that prioritize lasting customer relationships.
But if you need one tool for everything, the unlimited plan of ClickUp is your pick.
It does a lot and can manage tasks and complex tasks across the entire workspace.
While it can be complex in communication features, its power and real time editing features & whiteboard feature are unmatched.
We tested both and found that ClickUp is better for teams doing many projects and organizing other features of the business plan.
Salesmate works best for pure sales teams.
Choose the one that fits how your team works and allows you to view tasks accurately.
We hope this helps you pick the right tool that can import data easily and is billed annually.
The completely free tier on ClickUp also makes it great for new users to start!
更多 Salesmate 信息
以下是 Salesmate 与这些软件解决方案的简要比较：
- Salesmate 与 Pipedrive 对比: Salesmate 提供直观的销售渠道管理并具有内置呼叫功能，而 Pipedrive 则在视觉渠道清晰度方面表现出色，并可轻松推进交易。
- Salesmate 与 GoHighLevel 对比Salesmate 以易用性著称。它帮助销售团队完成交易和与客户沟通。GoHighLevel 是一款功能更强大的工具，主要面向营销代理业务。
- Salesmate 与 Keap 对比: Salesmate 提供用户友好的界面和可定制的交易渠道，用于可视化跟踪，而 Keap 则通过强大的销售漏斗功能提供强大的销售和营销自动化。
- Salesmate 与 ActiveCampaign 对比: Salesmate 在其 CRM 中优先考虑销售渠道和交易跟踪；ActiveCampaign 集成销售和营销自动化，提供全面的客户视图，并在电子邮件营销方面表现出色。
- Salesmate 与 Hubspot: Salesmate 提供透明、价格合理的 CRM 以及强大的销售自动化功能；HubSpot 是一款集营销、销售和服务于一体的综合套件，具有分级定价和更广泛的功能。
- Salesmate 与 Clickfunnels 对比: Salesmate 是一款用于管理销售和客户关系的 CRM；ClickFunnels 是一款用于构建高转化率销售渠道和登陆页面的专用工具。
- 销售员 vs. 普通人: Salesmate 是一款功能齐全的 CRM 系统，面向销售团队，拥有强大的销售漏斗管理和自动化功能。Folk 是一款更简单的联系人管理工具，专注于组织和协作。
- Salesmate 与 Instant: Salesmate 提供全面的销售 CRM，具有渠道管理和多渠道推广功能；Instantly 专注于规模化冷电子邮件推广和潜在客户生成。
- Salesmate 与 Clickup 对比: Salesmate 是一款专用于渠道管理和交易跟踪的销售 CRM；ClickUp 是一款集项目管理、任务跟踪和 CRM 功能于一体的生产力平台。
- Salesmate 与 Monday CRM 对比: Salesmate 是一款专注于销售的 CRM，具有内置电子邮件营销和强大的交易管理功能；Monday CRM 提供高度可定制的可视化工作流程和广泛的工作操作系统功能。
- Salesmate 与 Capsule CRM: Salesmate 是一款具有销售自动化和详细报告功能的综合解决方案；Capsule CRM 是一款更简单、用户友好的联系人管理工具，通常更基础。
- Salesmate 与 Insightly: Salesmate 提供主要用于销售活动的用户友好型 CRM；Insightly 提供具有集成项目管理功能的更强大的 CRM。
- Salesmate 与 Freshsales CRM 对比: Salesmate 提供详细的实时报告和广泛的工作流程定制；Freshsales CRM 提供直观的界面，具有 AI 辅助和更广泛的自动化功能。
- Salesmate 与 Salesforce 对比: Salesmate 是一款用户友好的 CRM，非常适合中小型企业，提供直接的销售管理；Salesforce 是一款高度可定制、可扩展的企业级 CRM，具有丰富的功能集。
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
Is Salesmate better for small sales teams?
Yes, Salesmate is often preferred by small sales teams. Its user-friendly interface and sales-focused features, such as built-in calling and deal tracking, make it efficient for smaller operations.
ClickUp 能否取代我的项目管理软件？
ClickUp is designed to be a comprehensive workspace. It can replace many project management tools with features like task tracking, customizable workflows, and team collaboration tools.
Which platform has better integration with third-party apps?
Both Salesmate and ClickUp offer strong integration capabilities, including compatibility with 扎皮尔. However, ClickUp aims to integrate with a broader range of apps, while Salesmate focuses on sales and marketing tools.
Is ClickUp too complex for beginners?
ClickUp can be overwhelming initially due to its extensive features. However, it offers many tutorials and resources to help users learn the platform. Once learned, it is extremely powerful.
Which CRM offers better customer support?
Salesmate is known for its responsive customer support through multiple live chat and phone channels. ClickUp primarily relies on online resources and community forums, with varying support levels based on your plan.
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