Salesforce vs ClickUp: Which CRM should you choose in 2023?

In this comparison article we are going to look at the main differences between ClickUp and Salesforce's CRM software, compare the features, the prices for each, and which is a better option for a startup, a small business, and an enterprise.

ClickUp Salesforce
ClickUp is a team collaboration tool to get all your work done in one place. Helps manage your sales, customer service, and marketing efforts in a unified environment.

Pricing & Plans comparison:

ClickUp pricing Salesforce pricing
Free plan
Free trial period 14 days. No credit card required 30 days. No credit card required
Annual discout 45% 0%
Monthly payment plans

Users: 1
No FREE plan

Users: 1
$7/mo per additional user

Users: 1
$300/year per additional user

Users: 1
$12/mo per additional user

Users: 1
$960/year per additional user

Users: 1
$19/mo per additional user

Users: 1
$1980/year per additional user
Custom quote

Users: 1
Custom quote per additional user

Users: 1
$3960/year per additional user

Essential feature set comparison:

In the below table, we look at the absolute necessary features that any CRM software should have, and we compare Salesforce and ClickUp for these must-have necessary features.

ClickUp Salesforce
Lead management
Contact management
Account management
Pipeline / Deal management
Add sales team / reps
Add follow ups - with tasks, notes
Activity feed
Send emails from CRM
Forecasting sales

Nice-to-have feature set comparison

In the below table we look at the additional features which are not critical to a CRM, but are useful and provide additional context for your sales teams.

ClickUp Salesforce
Advanced reporting features
Files management
Mobile app
Automate processes
Google calendar integration
Extra collaboration tools
Integration with third-party apps
Enterprise Territory Management
Create custom objects

Compare with competitors and other CRM alternatives

Compare Salesforce and ClickUp with other popular CRM alternatives and competitors.

ClickUp - compare alternatives Salesforce - compare alternatives
ClickUp vs HubSpot Salesforce vs Hubspot
Salesforce vs Zoho
Salesforce vs Monday Sales CRM
Salesforce vs ActiveCampaign for Sales


If you are a startup or a small business trying a CRM for the first time, ClickUp's CRM is easier to setup and their free plan is more attractive than jumping in immediately into an annual Salesforce plan. But, if you are familiar with CRMs, or have someone to setup and implement a CRM properly, Salesforce is definitely the better option.

More resources:

Salesforce CRM training tutorial for beginners (2023)
This salesforce CRM training tutorial is aimed at beginner and intermediate users, and assumes that you have access to either a free or a paid Salesforce account so that you can follow along and experiment the changes on your own Salesforce CRM and dashboards. By the end of this tutorial