ClickUp vs Close CRM

ClickUp and Close CRM are two platforms designed to support businesses in different aspects of their workflows. ClickUp focuses on project management and task organization, offering tools for teams to collaborate, track goals, and manage workflows efficiently. Close CRM, by contrast, is tailored for sales teams, providing features like call tracking, email automation, and pipeline management to streamline the sales process. In this blog post, we’ll compare their key features to help you decide which platform aligns best with your needs—or if folk might offer a more balanced alternative with user-friendly contact management and customization options.

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. Despite being a project management tool, ClickUp has 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 Close CRM?

Close CRM is a sales-focused platform designed to eliminate the complexity of traditional CRMs, offering a streamlined and user-friendly experience tailored for small businesses with ambitious growth goals. Known for its intuitive design, Close provides robust features like automation to reduce manual work, built-in communication tools for faster follow-ups, and powerful integrations to fit seamlessly into any tech stack. Whether you’re managing leads, collaborating with a team, or scaling sales efforts, Close is built to save time and help small businesses succeed.

Key features of Close CRM

• Fast setup: Simple and quick to implement, allowing teams to start using the platform without delay.
• Intuitive interface: Easy-to-navigate dashboard tailored for speed and productivity.
• Built-in communication: Integrated calling, email, and SMS tools for seamless interaction with leads and clients.
• Automation tools: Includes workflows, smart views, and task automation to streamline repetitive tasks.
• Powerful reporting: Customizable sales and activity reporting for actionable insights into team performance and revenue trends.
• Team collaboration: Features like shared inboxes and task assignments to keep teams aligned and efficient.
• Secure and scalable: Designed with robust security and scalability for growing businesses.
• Integrations: Offers over 100 native integrations and Zapier compatibility to sync seamlessly with existing tools.

ClickUp vs. Close CRM: Feature Comparison

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

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. While this flexibility allows teams to adapt workflows to various project management needs, it often requires more manual setup and maintenance for sales-specific tasks. In contrast, Close CRM offers a streamlined, visual approach to managing sales processes, with its Powerful Pipeline View providing a clear snapshot of all active opportunities. Features like drag-and-drop deal management make it easy to update lead statuses and prioritize deals, ensuring sales teams can work efficiently.

2. Ease of use

ClickUp is known for its versatile project management features, which may require a learning curve, while Close CRM is designed specifically for sales teams, offering a more streamlined and intuitive interface tailored for CRM tasks, making it easier for users to manage their sales processes efficiently.

3. Contact enrichment

ClickUp does not offer a contact enrichment feature as part of its core functionality. Users must manually input and organize contact information, as the platform lacks the ability to automatically pull in additional data about contacts from external sources.

4. Outreach

ClickUp lacks a dedicated outreach feature, requiring users to set up custom workflows for communication tasks. In contrast, Close CRM offers built-in calling, email, and SMS tools for seamless multi-channel outreach, allowing users to conduct all communication activities within the platform without relying on external applications.

5. Automation

ClickUp's automation is general-purpose, requiring customization for CRM tasks. Close CRM, however, provides tailored automation features for sales teams, including custom workflows, Smart Views for lead prioritization, and task automation, streamlining processes and ensuring efficient lead management.

6. Integration

ClickUp offers integrations with third-party tools like Google Workspace, Slack, Zoom, and Dropbox, enhancing workflow efficiency and collaboration. Close CRM offers integrations with various tools to enhance sales workflows and streamline data management.

7. Artificial Intelligence

ClickUp's AI integration, known as 'Chat', connects tasks, documents, and company knowledge, aiding in task management and writing. Close CRM does not currently integrate AI features.

Price and plans comparison

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

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.

Close CRM prices

Close CRM offers a monthly and annual payment option. The annual subscription plan is as follows.

• Startup: $49/user/month.
• Professional: $99/user/month.
• Enterprise: $139/user/month.

Introducing folk CRM: the best alternative to ClickUp and Close CRM

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. You can also use folk as a solopreneur, small to mid-size team, and large enterprise.

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. Close CRM: What's the verdict?

It's clear that both ClickUp and Close CRM offer robust features tailored to different business needs. ClickUp excels in task management and project organization, while Close CRM focuses on sales pipeline efficiency. Ultimately, the choice depends on your specific requirements. However, for companies that need a more personalized approach to relationship management, folk provides a flexible alternative to these traditional CRM options, blending ease of use with customization. Try folk today, free