⚡ 快速结论：
- 定价： ClickUp starts at $7/user/month with a free forever plan. Salesmate starts at $23/user/month.
- 最适合： ClickUp for project management and task management. Salesmate for the sales process and pipeline management.
- 主要区别： ClickUp is project management software. Salesmate is 客户关系管理 software built around your sales pipeline.
- 我们的选择： ClickUp for most teams. It costs less, includes a free plan, and covers more 商业 运营。
Salesmate and ClickUp sit in two different software categories.
One is CRM software. One is project management software.
Salesmate helps sales reps track deals and manage leads.
ClickUp helps teams manage projects, tasks, and team communication.
This full comparison breaks down pricing, features, and the right fit for you.
概述
This Salesmate vs ClickUp comparison covers pricing, core features, and ease of use.
我们还会分析每种工具最适合哪些用户。
Our writers reviewed documentation, pricing pages, and user reviews for both tools.
They also spent hands-on time inside each platform.
这些笔记出现在下面的“我们的团队注意到”部分中。
Salesmate是什么？
Salesmate is CRM software for small to medium-sized businesses.
It helps sales reps track deals and manage their sales pipeline.
The Salesmate CRM brings sales, marketing, and support into one place.
It uses Sandy AI to automate repetitive tasks like drafting emails.
Salesmate also handles email tracking, follow ups, and customer interactions.
It works for many businesses, from SaaS to a 房地产 公司。
销售员
Salesmate is a cloud-based CRM built for sales teams. It tracks deals, automates 数据 entry, and helps you close more deals.
销售伙伴定价
以下是 Salesmate 在 2026 年的成本。让我们来详细分析一下。
| 计划 | 价格 | 最适合 |
|---|---|---|
| 基本的 | 每用户每月 23 美元 | 单人销售代表和小型团队起步 |
| 专业版 | 每用户每月 39 美元 | 需要不断壮大的团队 自动化 journeys |
| 商业 | 每用户每月 63 美元 | Larger sales teams and advanced analytics |
Pricing verified June 2026.
免费试用： Yes. Salesmate offers a 15-day free trial with no credit card required.
折扣： Salesmate runs a Black Friday promotion with 10% off all annual plans.
📌 笔记： Every paid plan includes the visual sales pipeline, built-in calling, and the meeting scheduler. Higher tiers add automation journeys and deeper 报道.
⚠️ 警告： Some users report that Salesmate can delete leads if a payment is missed. Keep your billing current to protect your data.
Salesmate 的主要优势
Here is what makes Salesmate worth a look:
- Visual sales pipeline: Track deals across every stage at a glance. The pipeline is perfectly laid out for fast pipeline management.
- Sandy AI: The AI assistant drafts emails and summarizes calls. It cuts down data entry and saves time.
- 内置通话： Make calls with recording and voicemail drops. No need for other apps to handle phone work.
- Meeting scheduler: Prospects book meetings online. This saves time for your support team and your sales reps.
- Wide integrations: Salesmate connects with over 700 apps. That includes Google Apps, Microsoft Apps, and Zapier 集成。
- 移动CRM： Get full access to data and activities on mobile. Your contacts and deals 旅行 与你。
我们的团队注意到了什么
我们的 作家 signed up for Salesmate and spent several days inside the platform. Here is what stood out:
Salesmate 的优缺点
✅ 优点
- Customer service is praised as quick and helpful
- Fully customizable for your unique sales process
- Built-in calling and meeting scheduler save time
- Over 700 integrations, including Gmail and Slack
❌缺点
- 部分用户报告称电子邮件模板编辑器存在错误。
- Weaker for marketing automation than rival tools
- Can delete leads if a payment is missed
ClickUp是什么？
ClickUp is project management software for teams of any size.
It helps you plan, track, and manage projects in one workspace.
The project management platform centralizes tasks, docs, calendars, and chat.
That cuts tool switching and trims your tech stack.
ClickUp Brain is the built-in AI assistant for workloads and tasks.
It suits solo workers, 小型企业, and large marketing teams alike.
🏆 Winner: ClickUp
ClickUp is a customizable project management platform. It centralizes tasks, docs, and team communication for any workflow.
ClickUp定价
Here is what ClickUp costs in 2026. The free forever plan is the headline.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 自由的 | $0 | Solo workers and personal use, completely free |
| 无限 | 每用户每月 7 美元 | Small teams that manage multiple projects |
| 商业 | 每用户每月 12 美元 | Mid-size teams needing resource management |
| 企业 | 风俗 | Large orgs needing HIPAA and single sign on |
Pricing verified June 2026.
免费试用： Yes. ClickUp offers a 15-day free trial on paid plans, plus a free forever plan.
退款保证： ClickUp 为所有付费套餐提供 30 天退款保证。
📌 笔记： ClickUp’s free plan allows an unlimited number of users. Paid prices are lower when billed annually, and ClickUp often runs offer discounts on top.
⚠️ 警告： You upgrade your entire workspace at once. Every team member moves to the same paid plan together, so plan headcount before you pay.
ClickUp 的主要优势
Here is what makes ClickUp worth considering:
- Many project views: Switch between List, Board, Calendar, Gantt charts, and Timeline. The Kanban board view suits 敏捷 团队。
- ClickUp Brain： The AI assistant tracks workloads and time. It helps you manage tasks and surface insights.
- 内置时间跟踪功能： Native timers and manual logging cover billable hours. Workload views help prevent burnout.
- 深度定制： Custom fields, custom dashboards, and over 1,000 templates fit any workflow. Reporting tracks KPIs in real time.
- Built-in collaboration: A whiteboard feature, docs, and team messenger keep team communication in one spot. Real time editing keeps everyone synced.
- 超过 1000 个集成： Connect Slack, Google Drive, Zoom, and more. API access covers all the necessary APIs for custom builds.
我们的团队注意到了什么
Our writer used ClickUp for everyday task management and project tracking. 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
- 15+ project views, including Gantt and Kanban
- Strong value for money against most rivals
- Over 1,000 integrations and 1,000+ templates
❌缺点
- Interface feels complex for new users
- 报告工具分散在平台各处。
- No phone support on any ClickUp plan
功能对比
Ready for a detailed look at Salesmate vs ClickUp? These tools solve different jobs, so we compare them on the features that matter for each.
We cover nine key areas to help you pick the right platform for your team.
| 特征 | 销售员 | 点击上 |
|---|---|---|
| 起价 | 每用户每月 23 美元 | 每用户每月 7 美元 |
| 免费计划 | ❌ | ✅ |
| Core Function | 客户关系管理及销售渠道 | 项目管理 |
| 人工智能助手 | ✅ Sandy AI | ✅ ClickUp Brain |
| 时间跟踪 | ❌ | ✅ |
| Gantt & Kanban Board | ❌ | ✅ |
| 内置通话 | ✅ | ❌ |
| 会议安排器 | ✅ | ✅ |
| 集成 | 700+ | 1,000+ |
| 最适合 | 销售团队 | 项目与任务管理 |
1. Core Function: Deals vs Projects
销售员： Salesmate is built to track deals and move them through a visual sales pipeline. Sales reps manage leads, log customer interactions, and push prospects toward more deals. The whole sales process lives inside one CRM.
ClickUp： ClickUp is built to manage projects and tasks. You create tasks, assign tasks to a team member, and set a due date. A multi-level hierarchy of Workspaces, Spaces, Folders, and Lists handles complex projects with ease.
⚠️ 警告： These two do different jobs. Salesmate will not run your project board. ClickUp will not run your sales forecasting.
2. Views and Reporting
销售员： Salesmate’s platform gives you reports and dashboards for sales performance. You see actionable insights on deals, contacts, and sales forecasting. The analytics focus on revenue, not project status.
ClickUp： ClickUp offers a Kanban board, List, Calendar, Gantt charts, and Timeline. Custom dashboards track KPIs and team capacity in real time. You can view tasks the way each team prefers.
3. 自动化
销售员： Salesmate runs automation journeys for multi-channel drip campaigns and follow ups. 聊天机器人 capture leads on your site. The system handles repetitive tasks so reps spend less time on data entry.
ClickUp： ClickUp lets you automate work with customizable rules and over 100 pre-built templates. The AI automation 建筑商 sets up triggers without code. This keeps workflow steps moving across multiple projects.
4. 人工智能助手
销售员： Sandy AI is the Salesmate assistant. It drafts emails, summarizes calls, and supports email tracking. Reusable email templates speed up outreach so reps can book meetings faster.
ClickUp： ClickUp Brain is the AI assistant inside the platform. It tracks workloads, summarizes docs, and helps you manage tasks. It earns a high score from teams that want AI woven into project work.
5. Time Tracking and Scheduling
销售员： Salesmate has a meeting scheduler that lets prospects book meetings online. That saves time for the support team and the sales reps. It does not track project hours, since that is not its job.
ClickUp： ClickUp has built-in time tracking with native timers and manual logging. You bill hours against estimates and watch workload views. This is a huge plus for agencies and marketing teams.
6. Calendar and Contacts
销售员： Salesmate tracks companies and accounts alongside contacts. It enriches records and logs every touch automatically. This gives reps a full view of customer interactions without manual data entry.
ClickUp： The ClickUp Calendar plots new tasks and deadlines beside your schedule. You drag work onto a date and track what is due next. It keeps project timelines and personal planning together.
7. Templates and Forms
销售员： Salesmate lets you build personalized web forms. Embed them on a site or share a link to capture leads. New entries flow straight into your pipeline as fresh contacts.
ClickUp： ClickUp ships over 1,000 pre-built templates and custom fields. The builder templates spin up a new workspace in minutes. That saves setup time and helps you import data fast.
8. 协作
销售员： Salesmate supports team collaboration with shared notes and tagging. Reps keep a full communication history on each deal. It is solid for sales, but lighter on broad team communication.
ClickUp： ClickUp adds a whiteboard feature, docs, and a team messenger. The AI Notetaker captures meetings, and real time editing keeps everyone in sync. These communication features fit cross-team business operations.
9. Integrations and Search
销售员： Salesmate connects with over 700 other apps. It works inside Gmail and supports Zapier integrations, Google Apps, and Microsoft apps. That breadth is a huge plus for mixed tool stacks.
ClickUp： ClickUp integrates with over 1,000 tools, including Slack, Google Drive, and Zoom. Enterprise Search pulls results across every connected app. API access opens the door for custom workflow builds.
10. 定价与成本
让我们来并排比较一下这些定价方案。
| 计划 | 销售员 | 点击上 |
|---|---|---|
| 自由的 | ❌（仅限15天试用） | ✅ 永久免费 |
| 入场费 | 23美元/用户/月（基础版） | 7美元/用户/月（无限流量） |
| 中级 | 39美元/用户/月（专业版） | 12 美元/用户/月（企业版） |
| 顶级 | 63美元/用户/月（企业版） | 定制（企业版） |
销售员： The Basic paid plan starts at $23 per user. There is no free plan, only a 15-day trial. For a CRM with built-in calling, that price is fair, but it is not cheap for smaller teams.
ClickUp： ClickUp plans start lower and the free plan is generous. The Unlimited plan is $7 per user, and the Business plan is $12 per user. Prices drop when billed annually, which helps you save money.
不同场景
| 如果您需要…… | 选择 | 为什么 |
|---|---|---|
| A sales CRM | 销售员 | Built to track deals and close sales |
| 项目管理 | 点击上 | 15+ views for tasks and projects |
| 免费方案 | 点击上 | 永久免费，用户数量不限 |
| 内置通话 | 销售员 | Calls, recording, voicemail drops |
| 时间跟踪 | 点击上 | Native timers and billable hours |
| 最低成本 | 点击上 | Starts at $7 per user |
💰 您的预算
ClickUp wins on price with a free forever plan and $7 entry tier. Salesmate has no free plan and starts at $23 per user.
🔌 您的技术栈
Both connect widely. Salesmate offers 700+ apps with Zapier integrations. ClickUp offers 1,000+ tools, including Google Drive and Slack.
📊 Your Core Job
Pick Salesmate to manage a sales pipeline and forecast revenue. Pick ClickUp to manage projects, assign tasks, and hit deadlines.
🎓您的经验水平
ClickUp packs many features, so the interface feels complex at first. ClickUp University and live training help new users get up to speed.
🆓 免费试用和演示
Test both before you commit. Salesmate gives a 15-day free trial with no card. ClickUp adds a free plan you can use as long as you like.
🛟 支持选项
Salesmate’s support team is praised as quick and helpful. ClickUp offers a knowledge base, live chat, and live onboarding training, but no phone support.
切换指南
Already using one of these tools? Here is what to expect if you switch. Remember, these cover different jobs, so most teams run both rather than replace one with the other.
🔄 Switching from Salesmate to ClickUp?
✅ 你将获得：
- A free forever plan with unlimited users
- Gantt charts, Kanban board, and time tracking
- Stronger team communication and a whiteboard feature
❌ 你会失去什么：
- A true visual sales pipeline for sales reps
- Built-in calling with recording and voicemail drops
- Sales forecasting and deal-focused analytics
📋 如何切换：
- Export contacts and deals from Salesmate as a CSV
- Create a ClickUp account and pick a CRM template
- Import data into a new List and map your fields
🔄 Switching from ClickUp to Salesmate?
✅ 你将获得：
- A purpose-built CRM for the sales process
- Built-in calling and a meeting scheduler
- Deal tracking and sales performance dashboards
❌ 你会失去什么：
- The free plan and low $7 per user pricing
- Project views like Gantt charts and Timeline
- 内置时间跟踪和资源管理
📋 如何切换：
- Export your contacts and notes from ClickUp
- Start a 15-day Salesmate free trial, no card needed
- Import contacts and build your first pipeline
我们的评测没有涵盖的内容
This comparison focused on core features, pricing, and everyday use for small businesses and growing teams. We did not test enterprise plan rollouts, custom API access at scale, or how each tool performs with hundreds of users. Our notes are based on the June 2026 versions, and new features may have shipped since. If you run a large sales org or need deep marketing automation, your priorities may differ from what we cover here.
最终判决
| 类别 | 优胜者 |
|---|---|
| 💰 定价 | 点击上 |
| 🚀 核心功能 | Tie (different jobs) |
| 📊 销售渠道 | 销售员 |
| 🗂️ 项目管理 | 点击上 |
| 👶 易用性 | 销售员 |
| 🔌 集成 | 点击上 |
| 🏆 总冠军 | 点击上 |
🏆 优胜者：CLICKUP
ClickUp wins 3 of 6 categories and ties on a fourth.
最适合： Project management, task management, and teams that want a free plan.
Salesmate and ClickUp are two very different products.
Salesmate is a CRM for the sales process and pipeline management. ClickUp is a project management platform for tasks and projects.
Salesmate is excellent if your team lives in deals and customer relationships. Its built-in calling and meeting scheduler are real strengths for sales reps.
But for most teams that need to manage projects and save money, ClickUp is the better pick. It costs less, includes a free forever plan, and covers more business operations in one place.
Salesmate 的对比更多
After extensive research, here is how Salesmate stacks up against other CRM software. We compared at least six others, but these four are the closest alternative options for most buyers.
Salesmate 获胜条件： Lower entry price, built-in calling, faster setup for smaller teams.
HubSpot 在以下方面胜出： A free CRM tier, deeper marketing automation, and a larger app marketplace.
销售员 vs Salesforce
Salesmate 获胜条件： Simpler interface, lower cost per user, and quicker time to train users.
Salesforce 的优势在于： Enterprise depth, broad customization, and stronger sales forecasting at scale.
Salesmate 与 Freshsales CRM 的比较
Salesmate 获胜条件： Customizable sales process, voicemail drops, and a praised support team.
Freshsales 在以下方面胜出： A free starter tier, built-in chat, and tighter ties to the Freshworks suite.
销售员 vs 基普
Salesmate 获胜条件： Cleaner pipeline management, lower price, and a gentler learning curve.
Keap 获胜理由： Stronger email campaigns, e-commerce tools, and built-in invoicing for solo businesses.
ClickUp 的更多比较
Here is how ClickUp compares to other project management tools. These four give you various options if ClickUp does not fit your workflow.
ClickUp 与 Asana 的对比
ClickUp 在以下方面胜出： More project views, built-in time tracking, and better value per user.
Asana 胜出的原因： A cleaner interface, gentler onboarding, and polished workflow rules for new users.
ClickUp 对比 Monday.com
ClickUp 在以下方面胜出： Better value for money, a free forever plan, and deeper customization.
Monday.com 胜出： A friendlier interface, faster setup, and colorful boards out of the box.
ClickUp 与 Trello 的比较
ClickUp 在以下方面胜出： Gantt charts, time tracking, and a richer set of essential features.
Trello 胜出之处在于： Dead-simple Kanban board setup, a gentle learning curve, and quick solo use.
ClickUp 与 概念
ClickUp 在以下方面胜出： Real project management, dashboards, and resource management for teams.
Notion 在以下方面胜出： Flexible docs, a slick wiki, and free-form notes for solo workers.
常见问题解答
Salesmate是做什么用的？
Salesmate is CRM software that helps sales reps track deals, manage leads, and build lasting customer relationships. It also handles calling, email tracking, and the meeting scheduler in one place.
ClickUp是用来做什么的？
ClickUp is project management software that helps teams plan, track, and manage projects. You create tasks, assign tasks, set a due date, and manage tasks across one workspace.
ClickUp 真的是免费的吗？
Yes. ClickUp’s free plan is free forever and supports an unlimited number of users. It is great for solo workers and smaller teams, though paid plans add more storage and features.
ClickUp套餐价格是多少？
ClickUp plans start free. The Unlimited plan is $7 per user per month, and the Business plan is $12 per user per month. The Enterprise plan uses custom pricing.
Which is better for my team, Salesmate or ClickUp?
Pick Salesmate if you need a CRM for sales and deals. Pick ClickUp if you need project management and task management. Many businesses run both side by side.
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