Bigin by Zoho CRM vs. ClickUp

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Bigin by Zoho CRM
Score 8.7 out of 10
N/A
Bigin by Zoho CRM is a simplified customer relationship management (CRM) software designed specifically for small businesses, startups and teams. Bigin helps small businesses unify customer-facing operations— marketing, sales, onboarding, delivery, and support, and it offers features that help to manage these customer relationships effectively.
$9
per month per user
ClickUp
Score 8.6 out of 10
Small Businesses (1-50 employees)
ClickUp is a productivity platform that brings together work apps, data, and workflows. Also presented as a Converged AI Workspace, ClickUp eliminates work sprawl to provide context and a single place for humans and agents to work together. The platform currently boasts over 20 million users worldwide.
$0
per month per seat
Pricing
Bigin by Zoho CRMClickUp
Editions & Modules
Express
$9.00
per month per user
Premier
$15.00
per month
Bigin 360
$21
per month per user
Unlimited
$10
per month per user
Business
$19
per month per user
Enterprise
Custom
Offerings
Pricing Offerings
Bigin by Zoho CRMClickUp
Free Trial
YesYes
Free/Freemium Version
YesYes
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details20% discount for annual pricing.Discount available for annual billing.
More Pricing Information
Community Pulse
Bigin by Zoho CRMClickUp
Considered Both Products
Bigin by Zoho CRM
Chose Bigin by Zoho CRM
Bigin by Zoho CRM is similar to Pipedrive but more affordable. monday.com and ClickUp are task managements more so than CRMs, so not as suitabable for Sales/Lead management.
Chose Bigin by Zoho CRM
Cheaper
simple
no extra pays
Chose Bigin by Zoho CRM
close is ver good but costly Hubspot is over kill for the needs i have and very expensive
Chose Bigin by Zoho CRM
I wanted a CRM that is lite and easy to use, nothing fancy and which doesn't break my bank, after research I found Bigin to align with my requirements and I am still configuring and exploring the product, setting up automation as well. i would recommend Bigin as its lite and …
Chose Bigin by Zoho CRM
Bigin by Zoho CRM captures opportunities, and gives the company ways to tap and work towards making them more effective. Also, Bigin integrates/connect with the customers emails, making it friendly or simple to communicate with them immediately. Bigin introduced the single sign …
ClickUp
Chose ClickUp
In the case of Trello, we had no problem making the change to clickup because it already has a board visual and also has the gantt and the way of creating and managing tasks is very simple. Zoho Sprints was tested for personal use in search of improvements but did not apply …
Features
Bigin by Zoho CRMClickUp
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Bigin by Zoho CRM
8.2
142 Ratings
5% above category average
ClickUp
-
Ratings
Customer data management / contact management8.5129 Ratings00 Ratings
Workflow management8.1134 Ratings00 Ratings
Opportunity management8.4132 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)8.4127 Ratings00 Ratings
Contract management7.784 Ratings00 Ratings
Interaction tracking8.1121 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Bigin by Zoho CRM
8.1
118 Ratings
4% above category average
ClickUp
-
Ratings
Lead management8.4112 Ratings00 Ratings
Email marketing7.9108 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Bigin by Zoho CRM
8.0
118 Ratings
4% above category average
ClickUp
-
Ratings
Task management8.1115 Ratings00 Ratings
Reporting7.992 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Bigin by Zoho CRM
8.1
123 Ratings
6% above category average
ClickUp
-
Ratings
Pipeline visualization8.4122 Ratings00 Ratings
Customizable reports7.9112 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Bigin by Zoho CRM
8.1
128 Ratings
5% above category average
ClickUp
-
Ratings
Custom fields8.1128 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Bigin by Zoho CRM
8.8
123 Ratings
5% above category average
ClickUp
-
Ratings
Single sign-on capability8.9106 Ratings00 Ratings
Role-based user permissions8.7120 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Bigin by Zoho CRM
7.7
78 Ratings
3% above category average
ClickUp
-
Ratings
Social data7.777 Ratings00 Ratings
Social engagement7.774 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Bigin by Zoho CRM
8.0
97 Ratings
7% above category average
ClickUp
-
Ratings
Marketing automation8.097 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Bigin by Zoho CRM
8.7
117 Ratings
14% above category average
ClickUp
-
Ratings
Mobile access8.7117 Ratings00 Ratings
Project Management
Comparison of Project Management features of Product A and Product B
Bigin by Zoho CRM
-
Ratings
ClickUp
8.3
693 Ratings
7% above category average
Task Management00 Ratings9.3693 Ratings
Resource Management00 Ratings8.4545 Ratings
Gantt Charts00 Ratings8.1502 Ratings
Scheduling00 Ratings8.5571 Ratings
Workflow Automation00 Ratings8.2544 Ratings
Team Collaboration00 Ratings9.1661 Ratings
Support for Agile Methodology00 Ratings8.7465 Ratings
Support for Waterfall Methodology00 Ratings8.5386 Ratings
Document Management00 Ratings8.0594 Ratings
Email integration00 Ratings7.8480 Ratings
Mobile Access00 Ratings7.4554 Ratings
Timesheet Tracking00 Ratings8.0464 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
Bigin by Zoho CRM
-
Ratings
ClickUp
7.8
354 Ratings
1% above category average
Project & financial reporting00 Ratings7.8354 Ratings
Best Alternatives
Bigin by Zoho CRMClickUp
Small Businesses
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Score 10.0 out of 10
Stackby
Stackby
Score 9.0 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
InEight
InEight
Score 8.5 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
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Score 8.5 out of 10
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User Ratings
Bigin by Zoho CRMClickUp
Likelihood to Recommend
9.0
(127 ratings)
8.7
(679 ratings)
Likelihood to Renew
7.7
(6 ratings)
7.9
(33 ratings)
Usability
8.8
(98 ratings)
8.1
(30 ratings)
Availability
-
(0 ratings)
9.5
(6 ratings)
Performance
-
(0 ratings)
8.0
(5 ratings)
Support Rating
4.1
(9 ratings)
9.3
(46 ratings)
Online Training
-
(0 ratings)
10.0
(2 ratings)
Implementation Rating
-
(0 ratings)
7.9
(7 ratings)
Configurability
-
(0 ratings)
8.0
(2 ratings)
Contract Terms and Pricing Model
-
(0 ratings)
5.0
(1 ratings)
Ease of integration
-
(0 ratings)
7.0
(2 ratings)
Product Scalability
-
(0 ratings)
9.0
(6 ratings)
Professional Services
-
(0 ratings)
5.0
(1 ratings)
Vendor post-sale
-
(0 ratings)
5.0
(2 ratings)
Vendor pre-sale
-
(0 ratings)
5.0
(2 ratings)
User Testimonials
Bigin by Zoho CRMClickUp
Likelihood to Recommend
Zoho
- Multiple pipelines let me organize processes like sales, marketing, customer support, and assets clearly. - The forms builder allows me to gather leads, sign-ups, and customer requests from my website directly into the Bigin by Zoho CRM. - Integrations with Zapier and Make connect website orders and data from other sources smoothly. - Email templates make it easy to send professional, branded communications. - Automations handle repetitive tasks like managing customers, orders, and team tasks, saving me time.
Read full review
ClickUp
Great for project management, reoccurring task management, building trackers and keeping track of what everyone is up to. Like all software that has great functionality, having solid governance and control over access is essential. I recommend ensuring that your admins/owners have a close eye on what is going on across the space or it can turn into an unmanageable nightmare.
Read full review
Pros
Zoho
  • Manage big databases. We have a large database of contacts and partners (more than 5,000 contacts), which are updated day by day, as a result of our participation in conferences, webinars, etc. For this reason, we needed a platform that would allow us to always have our database up to date, and accessible and editable by any member of the company.
  • Pipelines. Pipelines are very necessary in our daily lives, since we present many service proposals to different clients, and until now we control the status very manually. With Bigin by Zoho CRM, we can have all this information centralized in a single place, and know at all times the status of the service proposals we present (sent, pending decision, lost, won...).
  • Product definition. The product definition block has allowed us to further structure our typologies of products and services. At least, it has allowed us to reflect on them and what is the best way to package the service offered.
  • Control panel. The control panel has been very useful for us to be able to quickly see the main indicators (offers presented, next actions to be taken, etc.).
Read full review
ClickUp
  • Customizable setup and views for any personal preference (works for EVERYONE)
  • The communication tools inside of ClickUp help reduce emails
  • The ability to share ClickUp forms and documents with people outside of ClickUp is powerful
  • Unlimited file size for form attachments is amazing
Read full review
Cons
Zoho
  • Limited Customization Options for Reporting and Dashboards:
  • While Bigin offers simple automation tools, setting up more complex workflows can be somewhat challenging. For instance, setting up multi-step workflows or integrating conditional logic can become a bit complicated for users who are not very technical.
Read full review
ClickUp
  • Add new people to meetings that are already in progress
  • Adicionar pessoas novas em reunioes que já estao em andamento
  • Record meetings within ClickUp
  • Gravar as reunioes dentro do clickup
  • connection with whatsapp to manage leads within the CRM in ClickUp
  • conexão com whatsapp para gerenciar leads dentro do CRM no ClickUp
Read full review
Likelihood to Renew
Zoho
Sales Development Representative Account Executivessss sssssssssssssssss ss ssss s ss s ssssss ss s s ss sss sssssss sssss s ssssssss sssss sss sssssssssssssss ss ss sss sssss s ssss sssssss s s s s ssss sss s s ss ss ssss s s sssssss s ssssssssss sssss sss ss eads sd
Read full review
ClickUp
It has been a game-changer in terms of project tracking, as animation is a demanding product that requires multiple layers of analysis, revisions, tracking, scheduling, etc. ClickUp simplifies many approvals as anyone can easily add items, and you can tag the people who need to look at them.
Read full review
Usability
Zoho
The overall usability has been great! From a team that was outright rejecting CRMs to giving Bigin a chance to adopting it - it has been amazing. It is easy to use - easy to train and the support has been great!
Read full review
ClickUp
Far easier to use than any other PM tool. ClickUp is incredibly intuitive and had us saving time and energy within the first week of implementation. In my opinion, PM software should make it easier to focus on the deliverables - it shouldn't take all your time and energy to learn how to use the tool in the first place. ClickUp is a user-friendly tool that actually helps us focus on what's important.
Read full review
Reliability and Availability
Zoho
No answers on this topic
ClickUp
For over a year ClickUp was unavailable to us just twice for a couple of hours. I would say for a system this big and working globally that was a minor issue. They managed to fix all the issues within a couple hours and then it was back up and running perfectly fine.
Read full review
Performance
Zoho
No answers on this topic
ClickUp
The speed of ClickUp is average to be honest. This is one of the biggest flaws of the system, sometimes it's also lagging a little bit but we also have a lot of documents, lists etc. on our workspace. However, with the next version of ClickUp I've seen they are planning to increase the speed by almost 500%, probably by changing the technology, so I am more than looking forward to it.
Read full review
Support Rating
Zoho
The support is all international and it takes a while to get support as you have to go through chats and set up times, not as easy to just call and get the support you need. They are very nice when you do finally connect with someone and they are knowledgeable, just challenging being international sometimes.
Read full review
ClickUp
I started using ClickUp when it was what most would consider a baby company. There were the occasional bugs that made working in ClickUp a little bit of a headache, but the support feature allowed me to chat with a real persona and communicate my issues. I would always get prompt support and someone willing to really help me, not just point me to FAQ pages. Not feeling like a number really makes a difference.
Read full review
Online Training
Zoho
No answers on this topic
ClickUp
There are multiple guides on literally all of the functions you can find within the system, therefore it's easy to learn anything you'd really like to use, starting from project and people management, down to Gantts, mind maps, time tracking, inviting Clients as guests to work with you on the projects and so much more.
Read full review
Implementation Rating
Zoho
No answers on this topic
ClickUp
Start small. Don’t try to build the most elaborate plans first. Resist the urge to get into Gantt charts if no one is used to them. Just get work written, add dates and assignees, and start getting used to it. If you did not use a work management tool before, you need to be gracious with yourself about the fact that you likely do not have the muscle memory for working this way yet. But you will get there.
And leverage people who know it if possible. Look for ClickUp experts and vendors. They can really supercharge your effectiveness at building the tool out and speed up the process.
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Alternatives Considered
Zoho
Simplicity Without Sacrificing Core Features
Unlike full-scale CRMs that often feel overwhelming, Bigin by Zoho CRM provides a focused set of features that are perfect for managing deals, contacts, and activities. It’s not bloated, and that was exactly what we needed for a lean, fast-moving team.
Read full review
ClickUp
I did not make the decision to move to ClickUp, but I did provide feedback and hear feedback from our internal team about how ClickUp centralizes a lot of the company wides resources into one space. I feel that ClickUp provides more dynamic workflow building beyond Jira and Karbon, and tasks and questions are more searchable cross team, causing more time saved and less time reaching out to ask for an update. All Apps have their individual strengths, but ClickUp has it all live together in one space, making it easier overall for searching and updating items internally as a team.
Read full review
Scalability
Zoho
No answers on this topic
ClickUp
Scaling with ClickUp is superb. If you create a workflow best suited for your organization then it's all about creating new accounts and teaching the new employees the workflow you're using. It's that simple. There is no black magic when it comes to Clickup.
Read full review
Return on Investment
Zoho
  • Zero deals closed yet – earliest expected close is +6 weeks away.
  • No marketing-source conversion data – will need 2-3 months of traffic to quote real CAC or ROMI
  • No paid automation – manual follow-ups still dominate, so time-saving metrics are anecdotal, not measured.
Read full review
ClickUp
  • Before ClickUp, my team would have multiple different project trackers, all in different locations, formatted in different ways. ClickUp has allowed us to move all those trackers into one location with a specified template and the ability to directly link tasks to tickets. This has greatly impacted project deliveries in a very positive way.
  • The time tracking feature of ClickUp has been amazing for our development team. Instead of them having to track in a separate document or at the end of every day, try to remember what they worked on and when, they instead can just hit a timer button on the ticket and go off to work. This alone has saved time and improved the accuracy of tracked time to projects.
Read full review
ScreenShots

Bigin by Zoho CRM Screenshots

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ClickUp Screenshots

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