ClickUp vs HIghLevel

When it comes to choosing a CRM platform, ClickUp and HighLevel stand out for their distinct features and functionalities tailored to enhance business operations. ClickUp is renowned for its project management capabilities, offering tools that facilitate task organization and team collaboration. In contrast, HighLevel emphasizes comprehensive customer relationship management with a focus on marketing automation and client engagement. In this comparison, we'll explore their key features, pricing models, and overall benefits to help you determine which solution aligns best with your business needs. We'll also explore folk as a viable alternative.

What is ClickUp?

ClickUp is a project management and productivity platform designed to help teams and individuals organize tasks, track progress, and collaborate in one workspace. Although it is primarily a project management tool, ClickUp includes some CRM elements.

Key features of ClickUp

• Task management: ClickUp allows users to create, assign, and track tasks with custom statuses, providing flexibility in managing work processes across different projects.
• Custom views: The platform offers multiple views like lists, boards, calendars, and Gantt charts, enabling users to visualize tasks and workflows in a format that suits their preferences.
• Goal tracking: Users can set, track, and manage goals within ClickUp, aligning tasks and projects with broader objectives.
• Time tracking: ClickUp includes a built-in time tracking feature to log time spent on tasks, allowing users to monitor productivity or billable hours.
• Workflow automation: Automation in ClickUp enables users to reduce manual tasks by setting up rules that trigger actions, such as status updates or notifications, based on predefined conditions.
• Custom fields: The platform allows users to add custom fields to tasks, enabling them to track specific data points or categorize tasks according to their needs.
  

What is HighLevel?

HighLevel is a comprehensive platform designed to streamline digital marketing efforts for agencies and businesses. It offers features such as lead capture, automated booking, customer nurturing, and membership site creation. The platform provides tools to help agencies build their digital marketing engine, automate workflows, and drive business growth. It also includes a white-label option for agencies.

Key features of HighLevel

• Lead capture tools: HighLevel provides customizable forms, surveys, and landing pages to help businesses effectively capture and manage leads.
• Automated workflows: Automate tasks like follow-ups, appointment scheduling, and reminders, saving time and ensuring consistent communication.
• Customer nurturing tools: Engage with leads through email campaigns, text messages, and automated drip sequences to convert them into loyal customers.
• Membership site creation: Build and manage membership sites directly within the platform, offering valuable resources or courses to clients.
• White-label platform: Agencies can fully brand HighLevel as their own, delivering a seamless experience to their clients.

ClickUp vs. HighLevel: Feature Comparison

Let's break down the key features of two CRM software solutions and take a closer look at their sales automation, email marketing tools, and contact management.

1. Sales Pipeline Management

ClickUp does not have a dedicated pipeline management feature designed specifically for sales or CRM purposes, but users can create customizable pipelines using task lists, boards, and custom statuses. This flexibility allows teams to tailor their workflows, though it might require more setup for sales-specific needs.
HighLevel CRM’s sales pipeline management feature enables businesses to create pipelines tailored to their sales processes. It provides tools to track leads, monitor deal progress, and view opportunities through a dashboard.

2. Ease of use

ClickUp is known for its intuitive interface, making it easy for teams to manage projects and tasks. HighLevel, while feature-rich, may present a steeper learning curve due to its extensive CRM functionalities and customization options, which can be overwhelming for new users without prior CRM experience.

3. Contact enrichment

ClickUp does not offer a contact enrichment feature as part of its core functionality. Users can manually store and organize contact information, but the platform does not automatically pull in additional data about contacts from external sources. HighLevel CRM does not appear to offer dedicated contact enrichment features.

4. Outreach

ClickUp lacks a dedicated outreach feature for external communication, relying on custom workflows for outreach tasks. HighLevel CRM includes robust outreach tools, such as email campaigns and automated sequences, facilitating lead and customer interactions, though setup can be time-consuming.

5. Automation

ClickUp's automation is versatile but not CRM-specific, requiring customization for advanced needs. HighLevel offers comprehensive automation tools for lead follow-ups and campaigns, streamlining tasks but needing time to configure complex workflows effectively.

6. Integration

ClickUp integrates with various third-party tools like Google Workspace, Slack, Zoom, and Dropbox, enhancing workflow efficiency and collaboration within the platform. HighLevel also offers integrations designed to streamline operations by enabling users to connect HighLevel with their existing systems and tools. However, the range of integrations may require additional setup and configuration to align with specific business needs.

7. Artificial Intelligence

ClickUp's AI integration, through 'Chat', connects tasks and knowledge, aiding in task management and writing. HighLevel lacks prominent AI features, focusing instead on manual configuration and automation without AI-driven functionalities.

Price and plans comparison

Let's take a closer look at the price and plans of both ClickUp and HighLevel.

ClickUp prices

ClickUp offers a free forever plan for personal use. Premium options are available as either a monthly and annual subscription plan. The following is a high level overview of the annual subscription plans available.

• Unlimited: $7/user/month.
• Business: $12/user/month.
• Enterprise: Undisclosed.

HIghLevel prices

High Levels has two price tiers for you to choose from.

• Starter: $97/seat/month.
• Unlimited: $297/seat/month.

Introducing folk CRM: the best alternative to ClickUp and HIghLevel

Looking for an affordable alternative? We recommend folk. A multiple award-winning CRM platform loved for its easy-to-use, plug-and-play CRM system. folk can support multiple business functions including sales, marketing, recruitment, and more. folk can also support you as your business scales, thanks to its ability to help solopreneurs, small to mid-size teams and large enterprises.

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Key features

• Contact management: Bring all your contacts into one place seamlessly, from social media platforms such as LinkedIn, Instagram and X to multiple inboxes including Gmail and Outlook.
• Notes and reminders: Attach notes directly to a contact's profile in folk, and access them on the go. And assign reminders so you know exactly when to follow-up.
• Sales pipeline dashboard: Manage your entire sales cycle and leads with a highly customizable sales pipeline dashboard that can be used in Kanban-board view or listicle.
• Ease of use and customization: Easily customize the pipelines, dashboards, automation, email sequences, so that you can use it across your sales cycle and pipeline management – and other business functions such as recruitment, marketing, and more.
• Social media integration: Import people and companies from LinkedIn, Sales Navigator, Instagram, and X within a click thanks to folk’s Google Chrome extension.
• Contact sync from Gmail and Outlook: Full email sync enabling users to manage all communications directly from the CRM.
• Find email addresses in a click: Contact enrichment powered by Apollo, and Dropcontact so you can fill in missing data points with 1-click.
• Email sequences: Send email sequences with reminders if your leads don’t reply to your first emails. It includes an AI integration allowing you to personalize email at scale.

Price and plans

folk has a 14-day free trial. After that, there are affordable monthly or annual subscription plans. The annual subscription plan is as follows.

• Standard: $20 per user, per month.
• Premium: $40 per user, per month.
• Custom: Starts from $80 per user, per month.

ClickUp vs. HighLevel: What's the verdict?

ClickUp is not a traditional CRM platform, although it has some CRM elements. While HighLevel stands out with its marketing automation features. Which is why for companies seeking a more personalized approach to relationship management, folk stands out as a firm favourite. It combines ease of use with customization, making it an ideal choice for businesses looking to streamline their CRM processes. Try folk today, free.