You’re juggling tasks, right? Deals, projects, everything. It’s a mess. You need a system.
Something that keeps things organized boosts sales and makes life easier.
But you’re stuck. Zoho 客户关系管理 vs ClickUp? Both seem good.
Picking the wrong tool could mean more headaches, not less.
Let’s break down Zoho 客户关系管理 vs ClickUp, side by side. We’ll explore the key differences, the strengths, and the weaknesses.
By the end, you’ll know exactly which platform wins for your specific needs in 2025.
概述
To give you a real-world perspective, we didn’t just read reviews. We dove deep, testing both Zoho 客户关系管理 and ClickUp across various business scenarios.
This involved setting up sales pipelines, managing projects, and analyzing 报告 features, ensuring a practical, hands-on 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
Zoho CRM 是什么？
You’ve probably heard of Zoho 客户关系管理. It’s a sales-focused tool.
Think pipelines, leads, and closing deals.
It’s designed to help businesses manage customer relationships.
It’s a solid choice, especially if sales are your main focus.
此外，探索我们最喜欢的 Zoho 替代品…
我们的观点
提升你的 La machine Zoho Social 助您制定战略。从智能日程安排、社交聆听到深度分析，立即探索 Zoho Social 的强大功能！
主要优点
- 定制为王： 定制 Zoho CRM 以适合您的确切工作流程。
- 人人都负担得起： 从最多 3 个用户的免费计划开始。
- 移动应用程序访问： 随时随地管理您的 CRM。
- 内置分析： 跟踪关键指标并获得有价值的见解。
定价
- 标准：每位用户每月 14 美元。
- 专业的：每位用户每月 23 美元。
- 企业:$40/用户/月。
- 最终的：每位用户每月 52 美元。
Você pode ter mais de um espaço de trabalho.
缺点
什么是 ClickUp？
ClickUp is different. It’s a project management powerhouse.
It can handle tasks, projects, and even your to-do list.
It’s built for flexibility. You can customize it to fit almost any workflow.
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 is a fascinating comparison, pitting Zoho CRM, a massive 商业 software suite known for its integration with other zoho apps, social media channels and deep marketing features.
ClickUp, a powerful project management platform built for task management and managing the entire workspace.
This full comparison will clarify which solution is the better fit for your business plan—whether you need deep client management or comprehensive internal business operations management.
1. Core Focus and Architecture
- Zoho: Primarily designed as a 客户关系管理 (Customer Relationship Management) system for sales, marketing, and support. It excels at client-facing business operations in multiple accounts and integrates with other zoho apps (like Books or Mail) to create a multiple platforms environment.
- 点击: Functions as an all-in-one management platform for task management and project workflow. It aims to replace multiple tools by offering essential features for managing the entire workspace, often starting with a free forever plan.
2. Social Media Management
- Zoho: Offers superior La machine management through native integration with zoho social. This allows users to manage or handle multiple social media accounts & schedule every social media posts, and run social media campaigns across various social media platforms, tracking social media performance directly to client records.
- 点击: Primarily relies on api access and third-party integrations for social media. It lacks native social media manager tools, focusing instead on internal team communication related to marketing teams tasks.
3. Task and Project Management Depth
- Zoho: Includes project management tools and features for internal task management, but its depth is limited compared to dedicated PM software. It focuses on how tasks 影响 the customer pipeline.
- 点击: Excels in task management and is built for complex tasks and multiple projects. ClickUp includes advanced features like gantt charts, whiteboard feature, and custom view tasks options, making it the superior management platform for resource management.
4. Communication and Collaboration
- Zoho: Offers robust internal team communication through chat, email logging, and a collaboration feed linked directly to client records, enhancing business operations.
- 点击: Features highly integrated communication features like chat and comments within tasks, enabling real time editing and updates. It emphasizes team communication to save time across the entire workspace.
5. Pricing and Scalability
- Zoho: Offers a free forever plan (limited to three team members) and various tiered paid plans based on features and number of per user licenses. It scales well for both small businesses and enterprises.
- 点击: Offers a generous free plan (free forever plan) and an unlimited plan starting at a low price per user, often billed annually. The enterprise plan offers the highest level of user permissions and single sign on, making the clickup plans very flexible.
6. Customization and AI
- Zoho: Allows deep customization of modules, fields, and workflow rules. While it has an AI assistant, it is primarily focused on making sense of customer Das bedeutet, dass Ihr. Users can custom fields to organize complex tasks.
- 点击: Allows extensive customization with custom statuses and custom fields across all lists and tasks. The ai assistant provides summaries, suggests new tasks, and improves productivity, making the clickup brain a useful tool.
7.整合与生态系统
- Zoho: The strength lies in its native suite—leveraging other zoho apps eliminates integration friction. It offers integrations with google drive and other external business software.
- 点击: Integrates with thousands of other features and external business software tools like google drive and Slack. Its open api access allows advanced users to import data and build custom solutions.
8. User Experience and Training
- Zoho: The interface is feature-rich but can be overwhelming due to the sheer number of zoho apps and options. It requires some time for new users to master all the available tools.
- 点击: While feature-packed (clickup’s features include whiteboard feature and real time editing), the initial learning curve can be steep. ClickUp University provides extensive knowledge base and live training materials to help new users and every team member.
9. Feature Depth and Unique Offerings
- Zoho: Unique offerings include deep social media manager tools via zoho social mobile app, native multiple social channels management, and the ability to 即刻 publish posts while tracking their contribution to the sales pipeline. Users have enough features to cover most sales and marketing needs.
- 点击: Unique offerings include the clickup brain (AI), whiteboard feature, unlimited storage (on paid plans), and unlimited number of guest access, making its clickup review often score a high score for providing so many new features for free.
What to Look For in a CRM Software?
- Se você precisa gerenciar diversas plataformas de mídia social além das principais, o Buffer pode ser uma escolha melhor. Can the software expand with your business with active social media presence and powerful scheduling features? Does it handle increased data and users?
- 整合能力： Does it connect with your existing tools? How seamless is the data transfer?
- 定制选项： Can you arrange it to your specific workflows? How flexible is the platform’s design?
- 报告和分析： Does it provide actionable insights? How detailed are the reports?
- 移动可访问性： Is the mobile app user-friendly? Does the mobile app contain all the important features?
- 易于使用： How easy is it to learn and implement? Is the user interface intuitive?
最终裁决
For most 小型企业 needing powerful project management software and an overall productivity boost, ClickUp takes the lead.
Its free version is strong. You get deep functionality.
You can customize almost anything. Plus, Gantt charts and sprint features are great.
Zoho CRM is solid CRM software, especially for sales.
However, ClickUp’s flexibility and integration options 制作 it our top pick.
We’ve used both. We’ve seen what works.
ClickUp gives you more push for your business.
Zoho CRM 的更多内容
以下是 Zoho CRM 与其替代方案的简要比较：
- Zoho CRM 与 Pipedrive: Zoho CRM 功能丰富且价格实惠；Pipedrive 提供更简单、更直观的销售渠道。
- Zoho CRM 与 Keap: Zoho CRM 是一款整体 CRM；Keap 擅长集成销售和营销自动化。
- Zoho 与 GoHighLevel 对比Zoho CRM 是一款非常灵活且功能丰富的 CRM 软件。它适用于各种规模的企业，提供深度定制和强大的销售报告功能。GoHighLevel 是一个主要面向营销代理企业的一体化平台。
- Zoho CRM 与 ActiveCampaign: Zoho CRM 提供全面的 CRM；ActiveCampaign 在先进的营销自动化方面处于领先地位。
- Zoho CRM 与 HubSpot: Zoho CRM 具有成本效益并提供多样化的功能；HubSpot 用户友好并提供广泛的平台，但价格可能更高。
- Zoho CRM 与 ClickFunnels: Zoho CRM 是一款完整的业务管理套件；ClickFunnels 专注于构建转化率优化的销售渠道。
- Zoho CRM 与 Folk 对比: Zoho CRM 是一款功能广泛、可定制的 CRM；Folk 是一款更简单、协作的联系人管理工具。
- Zoho CRM 与 Instant: Zoho CRM 提供全周期 CRM；立即专注于 冷电子邮件推广 大规模。
- Zoho CRM 与 ClickUp: Zoho CRM 是一款专用的 CRM 解决方案；ClickUp 主要是一个多功能的项目管理平台。
- Zoho CRM 与 Monday CRM 对比: Zoho CRM 提供深度 CRM 功能；Monday CRM 强调更广泛的工作操作系统中的可视化工作流程。
- Zoho CRM 与 Capsule CRM: Zoho CRM 功能广泛且可定制；Capsule CRM 以其简单性和易用性而闻名。
- Zoho CRM 与 Insightly: Zoho CRM 提供全面的 CRM 功能；Insightly 将 CRM 与项目管理相结合。
- Zoho CRM 与 Freshsales CRM: Zoho CRM 提供强大的自动化和定制功能；Freshsales CRM 具有直观的销售渠道。
- Zoho CRM 与 Salesforce: Zoho CRM 是一款价格实惠、功能丰富的替代方案；Salesforce 是一款高度可定制、市场领先的企业解决方案。
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 Zoho CRM or ClickUp better for managing sales pipelines?
Zoho CRM is specifically designed for sales pipelines. It offers robust tools for lead management and sales 自动化. While ClickUp can be customized, Zoho CRM is the stronger choice for dedicated CRM functions.
Can ClickUp replace my existing CRM system?
ClickUp can handle some CRM functions, especially for small teams. However, if your primary need is advanced CRM features, a dedicated CRM like Zoho CRM will be more effective. ClickUp is better as a project management tool.
Does Zoho offer project management tools similar to ClickUp?
Yes, Zoho offers “Zoho Projects.” While both offer project management tools, ClickUp is more versatile and is often considered a more robust platform.
Which platform is more workable for small businesses in 2025?
For small businesses needing versatile tools, ClickUp’s free plan and customizable features are often ideal. If a company needs heavy CRM functionality, Zoho CRM will be the better option.
Are there any limitations to ClickUp’s free version compared to Zoho CRM’s free options?
ClickUp’s free version is very comprehensive, offering many features for unlimited users. Zoho CRM’s free options are more limited, so ClickUp’s free version is much more useful.
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