ClickUp vs Nimble

ClickUp and Nimble are two platforms offering distinct solutions for managing workflows and relationships. ClickUp is primarily a project management tool, providing features for task organization, goal tracking, and customizable workflows, ideal for teams focused on productivity and collaboration. Nimble, on the other hand, is a CRM with an emphasis on contact enrichment and social media integration, tailored for teams looking to strengthen relationship management. In this blog post, we’ll compare their key features to help you choose the best fit—or whether folk might have a flexible alternative for you with their user-friendly CRM.

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 Nimble?

Nimble is a relationship-focused CRM designed to help businesses manage contacts, track interactions, and streamline communication. Nimble can work from your Outlook or Gmail inbox, social and web.

Key features of Nimble

• Contact management: Nimble consolidates contact details from various sources, including email and social media, into unified profiles, making it easier to track communication.
• Social listening and engagement: The platform integrates with social media channels, enabling users to monitor conversations, engage with leads, and stay updated on contacts' social activity.
• Email tracking: Nimble provides email tracking tools to monitor when emails are opened and links are clicked, helping users gauge engagement with outreach efforts.
• Pipeline management: Users can manage sales pipelines with customizable deal stages, allowing teams to track opportunities and monitor deal progression.
• Task and activity management: Nimble includes task tracking and reminders, helping users stay organized with follow-ups, meetings, and to-do lists associated with contacts or deals.

ClickUp vs. Nimble: 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 for a tailored approach to managing tasks and projects, although it may require more manual setup to align with sales processes.
Nimble CRM includes a pipeline dashboard for tracking sales opportunities through customizable deal stages, providing a visual overview of where deals stand within the sales process. The dashboard allows users to create and move deals through each stage, set expected close dates, and update deal values. This feature is particularly beneficial for sales teams looking for a structured and intuitive way to manage their sales activities.
Overall, while ClickUp offers more general project management capabilities with some pipeline dashboard elements, Nimble provides a more focused approach to sales pipeline management, making it a better choice for businesses prioritizing streamlined sales processes.

2. Ease of use

ClickUp offers a highly customizable interface that can be tailored to individual preferences, with a project management focus which may require a learning curve. Nimble, on the other hand, is designed as a traditional CRM, offering a more straightforward user experience that allows users to quickly navigate and manage their contacts.

3. Contact enrichment

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. Nimble CRM’s contact enrichment feature automatically gathers additional information on contacts from various public sources, including social media profiles.

4. Outreach

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. Nimble CRM’s outreach feature enables users to manage individual and group email communications, track engagement, and personalize messaging based on contact profiles. It includes email tracking to monitor opens and clicks, allowing users to gauge the effectiveness of their outreach efforts.

5. Automation

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. Nimble CRM's automation features are basic. Used mostly to streamline tasks like data enrichment and follow-up reminders, helping users keep track of interactions and due dates without extensive manual input.

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. Nimble connects with productivity tools like Mailchimp, QuickBooks, and Zapier, enabling users to automate data flow and enhance functionality through third-party applications.

7. Artificial Intelligence

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. Nimble CRM incorporates AI-powered sales intelligence to enhance prospecting and lead enrichment. Using AI, Nimble gathers detailed information from multiple sources to create enriched contact profiles, helping users gain insights into leads and prospects.

Price and plans comparison

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

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.

Nimble prices

Nimble provides both a monthly and annual subscription plan. With only one tier for each subscription type.

• Annual: $24.90/user/month.
• Monthly: $29.90/user/month.

Introducing folk CRM: the best alternative to ClickUp and Nimble

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 be used across multiple business functions including sales, marketing, recruitment and more.

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. Nimble: What's the verdict?

When comparing ClickUp and Nimble, it's clear that both platforms offer something unique for different use cases. ClickUp excels in project management with its robust task and workflow features, while Nimble shines in relationship management with its social media integration and contact tracking. However, for companies seeking a more personalized approach to CRM, folk emerges as a flexible alternative. It combines ease of use with customization, making it an ideal choice for businesses looking to streamline their CRM processes. Try folk today, free.