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 | ✓ | ✕ |
| Plans |
FREE
$0/mo Users: 1 |
No FREE plan
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UNLIMITED
$7/mo Users: 1 $7/mo per additional user |
STARTER
$300/year Users: 1 $300/year per additional user |
|
|
BUSINESS
$12/mo Users: 1 $12/mo per additional user |
PROFESSIONAL
$960/year Users: 1 $960/year per additional user |
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BUSINESS PLUS
$19/mo Users: 1 $19/mo per additional user |
ENTERPRISE
$1980/year Users: 1 $1980/year per additional user |
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ENTERPRISE
Custom quote Users: 1 Custom quote per additional user |
UNLIMITED
$3960/year 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 | ✕ | ✓ |
| Reports | ✓ | ✓ |
| 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 |
Conclusion
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.
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