ClickUp vs Freshsales

ClickUp and Freshsales are two platforms designed to enhance business operations, each catering to different needs. ClickUp focuses on project and task management, offering tools to organize workflows, track goals, and improve team collaboration. Freshsales, on the other hand, is a CRM platform integrating AI-driven insights, sales automation, and communication tools, making it ideal for managing customer relationships and sales pipelines. In this blog post, we’ll compare their key features to help you decide which platform suits 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. 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 Freshsales?

Freshsales is a CRM platform by Freshworks designed to help businesses streamline their sales processes with AI-powered tools and automation. It provides features like lead scoring, deal tracking, email and call management, and workflow automation to enhance efficiency and drive conversions. Freshsales also integrates communication and sales in one place, offering tools for personalized outreach and detailed insights to improve sales strategies.

Key features of Freshsales

• AI-powered insights: Freshsales leverages AI to provide recommendations, predict deal outcomes, and offer actionable insights to improve sales strategies.
• Lead scoring: Automatically prioritizes leads based on their engagement and likelihood to convert, helping sales teams focus on high-value opportunities.
• Deal tracking: Provides a visual sales pipeline to track deals through various stages and monitor progress in real time.
• Email and call management: Integrates email and phone communication, allowing users to manage interactions directly from the platform.
• Workflow automation: Automates repetitive tasks like sending follow-up emails or updating deal statuses, reducing manual work and improving efficiency.

ClickUp vs. Freshsales: 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

When it comes to sales pipeline management, ClickUp and Freshsales offer distinct approaches. 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 workflow to fit diverse project management needs, though it requires more setup and manual adjustments.
Freshsales provides a robust visual sales pipeline that tracks deals through various stages in real time. Its intuitive drag-and-drop functionality enables users to easily move deals between stages, offering a clear overview of progress. Integrated tools like lead scoring and AI insights enhance deal management by identifying priorities and predicting outcomes.

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2. Ease of use

ClickUp is known for its versatility, offering a highly customizable interface that may require a learning curve for new users. Freshsales provides a more straightforward, intuitive user experience tailored specifically for sales teams, making it easier for users to get started and manage CRM tasks efficiently.

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, which limits its capability in this area compared to dedicated CRM systems.

4. Outreach

ClickUp lacks a dedicated outreach feature for external communication, relying on custom workflows for task management. Freshsales, however, includes robust outreach tools for email, phone, and chat, allowing personalized campaigns and real-time communication, making it better suited for managing customer interactions and tracking engagement metrics.

5. Automation

ClickUp's automation is general-purpose, requiring customization for advanced CRM needs. Freshsales offers CRM-specific automation, streamlining tasks like lead assignment and follow-up emails. While Freshsales enhances workflow efficiency, setting up complex automations may require time and familiarity with the system’s configuration options.

6. Integration

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. Freshsales integrates with tools like Google Workspace, Microsoft 365, and Mailchimp, as well as Freshworks products such as Freshdesk and Freshchat, to streamline workflows. These integrations support email, calendar, marketing, and customer support, enhancing the platform’s functionality.

7. Artificial Intelligence

ClickUp's AI integration is relatively new, focusing on task management and knowledge management through 'Chat'. Freshsales offers Freddy AI, which provides predictive analytics, lead scoring, and actionable insights, enhancing decision-making and efficiency in sales processes, though it requires familiarity with AI-driven workflows to maximize effectiveness.

Price and plans comparison

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

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.

Freshsales prices

Freshsales provides a few price plans depending on the product you want from Freshworks. The following is a high level overview of Freshsales' subscription plan.

• Growth: Starts from $9/user/month.
• Pro: Starts from $39/user/month.
• Enterprise: Starts from $59/user/month.

Introducing folk CRM: the best alternative to ClickUp and Freshsales

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 is capable of scaling with you as your business grows – so you can use it as a solopreneur, small to mid-size team, or 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. Freshsales: What's the verdict?

Between ClickUp and Freshsales, it's clear each platform offers distinct advantages. ClickUp excels in project management with CRM elements, while Freshsales provides a robust CRM experience. However, for companies seeking a more personalized approach to relationship management, folk emerges as a compelling alternative. Its flexibility, ease of use, and customization make it an ideal choice for businesses looking to streamline their CRM processes. Try folk today, free.