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?

파이프드라이브는 중소기업을 위한 웹 기반 CRM으로, 영업 최적화를 위한 리드 관리, 자동화, 이메일 통합 및 맞춤형 파이프라인을 제공합니다.

파이프드라이브의 주요 기능

• 리드 및 거래 관리: 고객 데이터, 상호작용, 영업 파이프라인을 관리하는 중앙 집중식 도구로, 팀이 기회를 신속하게 활용할 수 있도록 지원합니다.
• 영업 자동화: 리드 라우팅, 후속 조치, 이메일 시퀀스 등 반복적인 업무를 처리하는 워크플로 자동화로 영업 팀이 거래 성사에 집중할 수 있도록 지원합니다.
• 이메일 통합: 완전한 이메일 동기화, 템플릿 및 추적 기능을 제공하여 사용자가 CRM에서 직접 모든 커뮤니케이션을 관리할 수 있도록 합니다.
• 고급 보고 및 분석: 실시간 데이터 분석 및 맞춤형 보고 도구를 통해 영업 성과를 추적하고, 매출을 예측하며, 실행 가능한 인사이트를 확보합니다.
• 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

두 CRM 소프트웨어 솔루션의 주요 기능을 분석해보고, 영업 자동화, 이메일 마케팅 도구, 연락처 관리 기능을 자세히 살펴보겠습니다.

1. Sales Pipeline Management

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.

👉🏼 지금 바로 folk를 사용해 팀과 함께 연락처 기반 알림을 관리하세요

2. 사용 편의성

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. 접촉 강화

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. 외부 협력

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. 자동화

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. 통합

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. Artificial Intelligence

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.

가격 및 요금제 비교

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.

주요 기능

• 사용 편의성과 맞춤 설정: 파이프라인, 대시보드, 자동화, 이메일 시퀀스를 손쉽게 맞춤 설정하여 영업 주기 및 파이프라인 관리 전반에 활용할 수 있습니다. 또한 채용, 마케팅 등 기타 비즈니스 기능에도 적용 가능합니다.
• 소셜 미디어 통합: folk의 Google Chrome 확장 프로그램을 통해 LinkedIn, Sales Navigator, Instagram, X의 사람 및 기업 정보를 클릭 한 번으로 가져올 수 있습니다.
• Gmail 및 Outlook 연락처 동기화: 이메일 전체 동기화를 통해 사용자가 CRM에서 직접 모든 커뮤니케이션을 관리할 수 있습니다.
• 클릭 한 번으로 이메일 주소 찾기: Apollo와 Dropcontact의 연락처 보강 기능으로 누락된 데이터 항목을 1클릭으로 채울 수 있습니다.
• 이메일 시퀀스: 리드가 첫 이메일에 답장하지 않을 경우 리마인더가 포함된 이메일 시퀀스를 발송합니다. AI 통합 기능을 통해 대규모로 이메일을 개인화할 수 있습니다.
• 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.

가격 및 요금제

folk는 14일 무료 체험을 제공합니다. 이후에는 합리적인 월간 또는 연간 구독 플랜이 있습니다. 연간 구독 플랜은 다음과 같습니다.

• 표준: 사용자당 월 20달러.
• 프리미엄: 사용자당 월 40달러.
• 맞춤형: 사용자당 월 $80부터 시작합니다.

👉🏼 Try folk now to never miss a follow-up and streamline your outreach

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.

자주 묻는 질문

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.