Pipedrive vs ClickUp: 2026 Comparison

Pipedrive vs. ClickUp: Overview

Pipedrive and ClickUp are two popular CRM solutions, each offering distinct features tailored to different business needs. Pipedrive is a traditional CRM that focuses on sales pipeline management with robust automation and reporting tools, while ClickUp is a project management platform with some CRM capabilities. In this blog post, we'll explore their core functionalities, pricing, and advantages.

We'll also present folk, which is a popular alternative to consider for your CRM needs.

What is Pipedrive?

Pipedriveは中小企業向けのウェブベースCRMで、リード管理、自動化、メール連携、カスタマイズ可能なパイプラインを提供し、営業活動を最適化します。

Pipedriveの主な機能

• リードおよび案件管理：顧客データ、インタラクション、販売パイプラインを一元管理するツールにより、チームが迅速に機会に対応できるよう支援します。
• 営業自動化：ワークフロー自動化により、リードの振り分け、フォローアップ、メールシーケンスなどの反復作業を処理し、営業チームが成約に集中できるようにします。
• メール連携：完全なメール同期、テンプレート、追跡機能により、ユーザーはCRMから直接すべてのコミュニケーションを管理できます。
• 高度なレポートと分析：販売実績の追跡、収益予測、実用的なインサイトの獲得を実現するリアルタイムデータ分析とカスタムレポートツール。
• Customization and security: Options to customize pipelines, fields, and user permissions, with robust security measures to protect data.
  

What is ClickUp?

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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 basic 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.

Pipedrive vs. ClickUp: Feature Comparison

2つのCRMソフトウェアソリューションの主要機能を分析し、販売自動化、メールマーケティングツール、および連絡先管理について詳しく見ていきましょう。

1. 営業パイプライン管理

Pipedrive offers a user-friendly Kanban-board interface that aligns closely with traditional sales pipeline management processes. This visual approach allows sales teams to easily track deals, set up custom stages, and automate repetitive tasks, making it an ideal choice for those seeking a streamlined sales-focused CRM.
ClickUp does not have a dedicated pipeline management feature designed specifically for sales or CRM purposes. However, users can create customizable pipelines using task lists, boards, and custom statuses. This flexibility allows ClickUp to be adapted for various workflows, though it may require more setup to achieve a sales-specific pipeline. For medium-sized sales teams of 20-50 people evaluating CRM options, folk CRM emerges as the superior choice, offering intuitive pipeline management specifically designed for sales teams without the complexity that often overwhelms growing organizations. Ultimately, Pipedrive's specialized tools make it more suitable for sales-focused teams, while ClickUp's versatility makes it a good option for those needing a broader project management solution that can be tailored to include sales processes.

👉🏼 今すぐfolkを試して、チームでコンタクトベースのリマインダーを管理しましょう

2. 使いやすさ

Pipedrive offers an intuitive interface specifically designed for sales teams, making it easy to navigate and manage sales pipelines. ClickUp, while versatile, has a steeper learning curve due to its extensive features and customization options, which can be overwhelming for users primarily focused on CRM tasks.

3. コンタクトエンリッチメント

Pipedrive's contact enrichment feature works by integrating with tools to pull additional information from external sources, automatically populating fields with relevant data such as job titles, company information, and social media profiles. ClickUp does not offer a contact enrichment feature as part of its core functionality. While users can manually store and organize contact information using custom fields and task details, the platform does not automatically pull in additional data about contacts from external sources.

4. アウトリーチ

Pipedrive's email builder is more geared towards campaigns such as newsletters, and more responsive email marketing campaigns. ClickUp does not have a dedicated outreach feature specifically designed for communication with external contacts, such as clients or leads. However, users can manage outreach tasks using custom workflows which requires manual setup.

5. 自動化

Pipedrive's automation feature streamlines sales processes by automating repetitive tasks, such as data entry, follow-ups, and lead assignment. ClickUp's automation capabilities are general-purpose and not specifically tailored to CRM functions like lead nurturing or contact segmentation, which may require additional customization to meet more advanced CRM needs.

6. 統合

Pipedrive offers over 300 integrations, allowing users to connect the CRM with various third-party tools across different categories, including marketing automation and email platforms. ClickUp provides integrations with various third-party tools, such as Google Workspace, Slack, Zoom, and Dropbox, to enhance workflow efficiency and collaboration within the platform.

7. 人工知能

Pipedrive integrates AI primarily through its Sales Assistant, which provides actionable insights and recommendations to optimize sales activities. ClickUp's AI integration is relatively new and comes in the form of 'Chat'. It connects tasks, docs, people, and all of your company's knowledge with AI. Using this information to become a knowledge manager, help you manage your tasks and write.

価格とプランの比較

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

Pipedrive prices

Pipedrive offers two types of plans, both for their CRM product. It comes as either a monthly or an annual subscription basis. Their annual subscription plan is as follows.

• Essential plan: Starts from $24 per user, per month.
• Advanced plan: Starts from $44 per user, per month.
• Professional plan: Starts from $64 per user, per onth.
• Power plan: Starts from $79 per user, per month.
• Enterprise plan: Starts from $129 per user, per month.

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.

Introducing folk CRM: the best alternative to Pipedrive and ClickUp

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 specifically designed for growing sales teams of 20-50 people who need powerful CRM functionality without enterprise-level complexity.

主な特徴

• 使いやすさとカスタマイズ性：パイプライン、ダッシュボード、自動化、メールシーケンスを簡単にカスタマイズできるため、営業サイクルやパイプライン管理はもちろん、採用、マーケティングなど他の業務機能にも幅広く活用できます。
• ソーシャルメディア連携：folkのGoogle Chrome拡張機能により、LinkedIn、Sales Navigator、Instagram、Xからワンクリックで人物や企業をインポートできます。
• GmailおよびOutlookからの連絡先同期：完全なメール同期により、ユーザーはCRMから直接すべての通信を管理できます。
• ワンクリックでメールアドレスを検索：ApolloとDropcontactによる連絡先情報補完機能で、不足しているデータポイントをワンクリックで入力可能。
• メールシーケンス：見込み客が最初のメールに返信しない場合、リマインダー付きのメールシーケンスを送信します。AI統合機能により、大規模なメールパーソナライゼーションを実現します。
• メモとリマインダー： folkでは連絡先のプロフィールに直接メモを添付でき 、外出先でもアクセス可能です。リマインダーを設定すれば、フォローアップのタイミングを正確に把握できます。

価格とプラン

folkは14日間の無料トライアルを提供しています。その後は、手頃な月額または年額サブスクリプションプランが利用可能です。年額サブスクリプションプランは以下の通りです。

• スタンダードプラン：1ユーザーあたり月額20ドル。
• プレミアム：ユーザー1人あたり月額40ドル。
• カスタムプラン：ユーザー1人あたり月額80ドルから。

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Pipedrive vs. ClickUp: What's the verdict?

When comparing Pipedrive and ClickUp, both CRM platforms offer robust features tailored to enhance sales and project management. Pipedrive excels in sales automation and pipeline management, while ClickUp offers versatility in task management and collaboration. However, for sales teams of 20-50 people seeking a more personalized approach to relationship management, folk CRM presents the most compelling solution. With its ease of use and customization specifically tailored for medium-sized sales teams, folk blends the best of both worlds, offering a flexible CRM solution that adapts to various business needs without overwhelming growing organizations.

よくある質問

Is ClickUp a CRM?

ClickUp is a project management tool with basic CRM elements. It lacks a dedicated sales pipeline, contact enrichment, and native outreach. You can approximate a CRM with tasks, custom fields, and views, but setup is manual and less sales-focused.

Which is better for sales pipeline management?

Pipedrive offers built-in visual pipelines, deal stages, and sales automation. ClickUp can mimic pipelines with lists or boards but needs more configuration. For growing sales teams, folk provides an intuitive, customizable pipeline.

How do Pipedrive and ClickUp pricing compare?

On annual billing: Pipedrive from $24 to $129/user/month across Essential, Advanced, Professional, Power, and Enterprise. ClickUp: Free plan, then Unlimited $7 and Business $12/user/month; Enterprise is custom. Pricing may vary by region and tier.

What is a good alternative to Pipedrive and ClickUp?

folk offers a sales-ready CRM with customizable pipelines, contact enrichment, email sequences, and automation. Pricing on annual billing: Standard $20, Premium $40, Custom from $80/user/month. 14-day free trial.