ClickUp vs Brevo

Exploring options for a new CRM? ClickUp and Brevo are two platforms with unique strengths for managing workflows and customer engagement. ClickUp primarily focuses on project management and task organization, making it ideal for teams looking to streamline operations and improve productivity. Brevo, in contrast, emphasizes multi-channel communication, offering email marketing, SMS, and CRM tools tailored for customer relationship management. In this post, we’ll delve into their key features, ease of use, pricing, and more. But – if you’re seeking a versatile CRM with robust contact management, folk CRM might just be a more fitting alternative.

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 also 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 Brevo?

Brevo, formerly known as Sendinblue, is a comprehensive customer relationship management (CRM) and email marketing platform tailored for small to mid-sized businesses. Brevo offers a wide range of tools, including email and SMS marketing, chat, CRM, and marketing automation to help businesses effectively engage with their audience across multiple channels.

Key features of Brevo

• Marketing platform: Provides tools for email, SMS, and WhatsApp campaigns, as well as marketing automation to improve multi-channel campaign engagement and streamline marketing efforts.
• Sales platform: Helps manage pipelines and track sales activities with tools like automated deal tracking, meeting scheduling, and call recording, making it easier for teams to follow leads and close deals.
• Conversations platform: Allows businesses to offer customer support through live chat, a shared inbox, and multi-channel communication solutions, ensuring seamless customer interaction.
• Customer data platform: Enables businesses to unify, manage, and analyze customer data across platforms with a multi-table data model, sourcing library, and customer analytics, improving data-driven decisions.
• Messaging API: Provides APIs for sending emails, SMS, and WhatsApp messages, with features for transactional emails, inbound parsing, and integrations with other applications for customized communication.

ClickUp vs. Brevo: 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 managing sales pipelines, ClickUp does not offer a dedicated feature specifically tailored for sales or CRM purposes. However, users can create customizable pipelines using task lists, boards, and custom statuses, which allows for flexibility in organizing sales processes.
Brevo provides a more robust solution with its dedicated Pipeline feature. Brevo's Pipeline is designed to streamline the sales process by offering custom deal pipelines that enable teams to track deals across various stages. It allows task management related to follow-ups and meetings, and users can customize deal stages to match their unique sales cycle.

2. Ease of use

ClickUp is designed with a user-friendly interface, offering customizable views and workflows that cater to different team needs, making it intuitive for project management. Brevo, on the other hand, focuses on simplicity in its CRM functionalities, ensuring ease of use for marketing and sales tasks.

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. Brevo includes contact enrichment capabilities as part of its Customer Data Platform. This feature allows businesses to unify, manage, and sync customer data, making it easier to create a more complete customer profile.

4. Outreach

ClickUp does not have a dedicated outreach feature specifically designed for communication with external contacts. Users can manage outreach tasks with custom workflows requiring manual setup. Brevo's outreach capabilities are centered around its Marketing Platform, offering tools for email, SMS, and WhatsApp marketing, along with automation options for optimal engagement.

5. Automation

ClickUp's automation capabilities are general-purpose, requiring customization for advanced CRM needs like lead nurturing. Brevo offers automation within its Marketing Platform, enabling automated email, SMS, and WhatsApp campaigns based on customer actions, and includes AI for personalized email content.

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. Brevo offers extensive integration options, connecting with over 150 digital tools, including CRM, CMS, e-commerce, and analytics platforms. This allows businesses to easily sync data across systems, streamlining workflows and enhancing the functionality of their existing tech stack.

7. Artificial Intelligence

ClickUp's AI integration, known as 'Chat', connects tasks and knowledge, aiding in task management and content creation. Brevo integrates AI in its Marketing Platform to enhance email marketing through personalization and optimization, improving engagement rates.

Price and plans comparison

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

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.

Brevo  prices

Brevo has a limited free version that gives you access to 300 emails. After that, the price plans provide you with the number of emails you can send per month. As well as other features. You also have the option of customizing your plan, so that it can be based on the number of emails you send a month. And, the number of contacts. The following is an overview of their annual plan.

• Starter: Starting from $8.08/month.
• Business: Starting from $16.17/month.
• Enterprise: Undisclosed.

Introducing folk CRM: the best alternative to ClickUp and Brevo

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 is versatile thanks to its highly customizable dashboards. This means you can use it for sales, marketing, recruitment, investment relations and more. You can also use folk 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. Brevo: What's the verdict?

When it comes to choosing between ClickUp or Brevo, it's clear that both ClickUp and Brevo offer unique strengths. ClickUp excels in integrating project management with CRM functionalities, making it ideal for teams that need a comprehensive tool. Brevo, on the other hand, provides robust CRM features with a focus on customer interaction and engagement. 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