ClickUp vs Pipeliner CRM

When it comes to choosing the right CRM for your business, ClickUp and Pipeliner CRM stand out as two popular options. Both platforms are designed to improve efficiency, boost customer engagement, and drive sales success, yet they both offer something unique. In this blog post, we will explore and compare the core features, pricing structures, and advantages of ClickUp and Pipeliner CRM to help you determine which one aligns best with your business goals. We'll also introduce folk as a popular alternative to consider.

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 Pipeliner CRM?

Pipeliner is an AI-powered sales CRM designed for small, mid-sized, and enterprise organizations, focusing on simplicity and scalability. It offers a visual approach to sales management, allowing teams to track pipelines, forecast outcomes, and automate workflows.

Key features of Pipeliner CRM

• Sales force automation: Automates routine sales tasks, helping teams focus on selling while ensuring consistency across workflows.
• Key account management: Provides tools to manage and track relationships with high-value clients, ensuring personalized attention and strategy.
• Communications and activities tracking: Logs and organizes all interactions, calls, and emails, providing a centralized view of customer communication.
• Reporting engine: Offers customizable reports and dashboards to deliver insights into sales performance and team productivity.
• Process and workflow automation: Automates repetitive workflows, such as task assignments and approvals, to improve efficiency and reduce manual effort.

ClickUp vs. Pipeliner CRM: Feature Comparison

Let's break down the key features of ClickUp and Pipeliner CRM and take a closer look at their capabilities as a CRM, email marketing tools, user experience 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. This approach offers flexibility for teams to adapt their workflows, although it may require more manual setup and lacks inherent sales-specific functionalities. On the other hand, Pipeliner CRM’s pipeline feature offers a visual interface to track sales opportunities through different stages. The drag-and-drop functionality allows you to move deals across stages, providing an overview of your sales progress. It supports multiple pipelines to accommodate different sales workflows, with integrated tools like automation and reporting to assist with task management and deal prioritization. While the feature is functional and adaptable, its focus is primarily on sales tracking, which may limit its utility for broader project management needs. Ultimately, Pipeliner CRM provides a more robust solution for sales pipeline management, specifically tailored to streamline sales processes and enhance visibility, whereas ClickUp offers a more generalized approach suitable for diverse project management tasks.

2. Ease of use

ClickUp is designed with a user-friendly interface that caters to a wide range of project management needs, but it may require customization for CRM-specific tasks. Pipeliner CRM, on the other hand, focuses on sales processes and provides a more intuitive experience for CRM users with its straightforward navigation and visual pipeline management.

3. Contact enrichment

ClickUp does not offer a contact enrichment feature as part of its core functionality. Although 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. Pipeliner CRM offers a contact enrichment feature through its Auto Profiling integration but this feature only adds data if there is a high probability of accuracy and does not overwrite existing fields. It is worth noting that the Auto Profiling integration is an add-on and must be activated through the Pipeliner Automation Hub, making it a more selective and optional tool for contact enrichment.

4. Outreach

ClickUp lacks a dedicated outreach feature for external communication, relying instead on custom workflows for task management. Pipeliner CRM offers basic outreach through its mass email feature, allowing users to create and send bulk emails, track engagement metrics, and support sales processes, though it may require additional tools for advanced campaigns.

5. Automation

ClickUp's automation is general-purpose, requiring customization for advanced CRM tasks. Pipeliner CRM provides tailored automation for sales and administrative tasks, such as task assignments and email follow-ups, with integrations available through the Automation Hub to enhance efficiency and reduce manual effort.

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. Pipeliner CRM integrates with over 50 popular applications, including Google Suite, Microsoft Suite, and various marketing, email, and data synchronization tools, to streamline workflows and enhance productivity.

7. Artificial Intelligence

ClickUp's AI integration, 'Chat', focuses on task and knowledge management. Pipeliner CRM's Voyager AI Gen offers sales insights by analyzing data for recommendations and forecasts, aiding in decision-making and opportunity prioritization, though its AI capabilities are primarily sales-focused.

Price and plans comparison

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

Pipeliner CRM prices

Pipeliner offers several versions of its CRM, tailored to different price points.

• Starter: Starts from $65/seat/month.
• Business: Starts from $85/seat/month.
• Enterprise: Starts from $115/seat/month.
• Unlimited: Starts from $150/seat/month.

Introducing folk CRM: the best alternative to ClickUp and Pipeliner 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 scale with you as your business grows, thanks to its ability to support solopreneurs, small to mid-size teams and large enterprises. You can also use folk to manage sales and customer relationships across your business from sales, marketing, recruitment and more. Making it one of the most versatile CRM systems on the market.

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. Pipeliner CRM: What's the Verdict?

Both ClickUp and Pipeliner CRM offer some features tailored to different business needs. ClickUp excels in task management with its versatile project management tools, while Pipeliner CRM stands out as a more traditional CRM, with its sales-focused automation and visual sales pipeline management. 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.