What users are saying about
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Top Rated
172 Ratings
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Top Rated
583 Ratings

ClickUp

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Top Rated
172 Ratings
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Score 9 out of 100

Zoho CRM

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Top Rated
583 Ratings
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Score 8.1 out of 100

Likelihood to Recommend

ClickUp

ClickUp is excellent; it has been very intense in project management, which has given us a constant follow-up of activities. It works very well, and we recognize when any project is deficient. It helps to have a lot of experience in the tasks.
Fabienne Blanc | TrustRadius Reviewer

Zoho CRM

My general expertise with this platform has always been around construction/insurance roofing work. I have used other CRMs such as JobNimbus, JobProgress, AccuLynx, Giddyup etc, but I feel if utilized properly this CRM has the ability to beat the rest. The biggest struggle I have had so far is the intergration aspect of things. Zoho for the most part is integratable, but other platforms I have tried to get it to communicate with have been lacking. Zoho and the other major CRM companies needs to come together and allow an API with one or two way syncing.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Project Management

ClickUp
8.6
Zoho CRM
Task Management
ClickUp
9.6
Zoho CRM
Resource Management
ClickUp
7.9
Zoho CRM
Gantt Charts
ClickUp
8.8
Zoho CRM
Scheduling
ClickUp
8.6
Zoho CRM
Workflow Automation
ClickUp
8.2
Zoho CRM
Team Collaboration
ClickUp
8.9
Zoho CRM
Support for Agile Methodology
ClickUp
9.2
Zoho CRM
Support for Waterfall Methodology
ClickUp
8.8
Zoho CRM
Document Management
ClickUp
8.5
Zoho CRM
Email integration
ClickUp
8.8
Zoho CRM
Mobile Access
ClickUp
7.7
Zoho CRM
Timesheet Tracking
ClickUp
8.3
Zoho CRM

Professional Services Automation

ClickUp
7.8
Zoho CRM
Project & financial reporting
ClickUp
7.8
Zoho CRM

Sales Force Automation

ClickUp
Zoho CRM
8.2
Customer data management / contact management
ClickUp
Zoho CRM
8.4
Workflow management
ClickUp
Zoho CRM
8.2
Territory management
ClickUp
Zoho CRM
7.9
Opportunity management
ClickUp
Zoho CRM
8.3
Integration with email client (e.g., Outlook or Gmail)
ClickUp
Zoho CRM
8.1
Contract management
ClickUp
Zoho CRM
8.5
Quote & order management
ClickUp
Zoho CRM
8.0
Interaction tracking
ClickUp
Zoho CRM
8.3
Channel / partner relationship management
ClickUp
Zoho CRM
8.0

Customer Service & Support

ClickUp
Zoho CRM
7.9
Case management
ClickUp
Zoho CRM
7.9
Call center management
ClickUp
Zoho CRM
8.0
Help desk management
ClickUp
Zoho CRM
7.8

Marketing Automation

ClickUp
Zoho CRM
8.6
Lead management
ClickUp
Zoho CRM
8.9
Email marketing
ClickUp
Zoho CRM
8.3

CRM Project Management

ClickUp
Zoho CRM
8.3
Task management
ClickUp
Zoho CRM
8.4
Billing and invoicing management
ClickUp
Zoho CRM
8.2
Reporting
ClickUp
Zoho CRM
8.4

CRM Reporting & Analytics

ClickUp
Zoho CRM
8.2
Forecasting
ClickUp
Zoho CRM
7.9
Pipeline visualization
ClickUp
Zoho CRM
8.5
Customizable reports
ClickUp
Zoho CRM
8.2

Customization

ClickUp
Zoho CRM
8.3
Custom fields
ClickUp
Zoho CRM
8.6
Custom objects
ClickUp
Zoho CRM
8.2
Scripting environment
ClickUp
Zoho CRM
8.3
API for custom integration
ClickUp
Zoho CRM
8.0

Security

ClickUp
Zoho CRM
8.8
Single sign-on capability
ClickUp
Zoho CRM
8.7
Role-based user permissions
ClickUp
Zoho CRM
9.0

Social CRM

ClickUp
Zoho CRM
8.1
Social data
ClickUp
Zoho CRM
8.0
Social engagement
ClickUp
Zoho CRM
8.1

Integrations with 3rd-party Software

ClickUp
Zoho CRM
7.8
Marketing automation
ClickUp
Zoho CRM
8.1
Compensation management
ClickUp
Zoho CRM
7.4

Platform

ClickUp
Zoho CRM
8.0
Mobile access
ClickUp
Zoho CRM
8.0

Pros

ClickUp

  • This software organizes and categorizes different projects in an excellent manner. It allows color-coding of different categories of a project as main headers with subtasks underneath
  • It allows sorting and filtration of tasks with priority. This enables the project team to work on urgent tasks first
  • It supports mass editing of projects. This is achieved through the selection of multiple project lines, changing their due date, setting their priority and performing other modifications at the same time
Judy Hellen | TrustRadius Reviewer

Zoho CRM

  • Seamless integration with emails so I have a history of communication even if not initiated within the CRM
  • Customization of fields and layout is nice for quick access to important information
  • Honestly, the BIGGEST plus is it's integration with the other apps. Zoho Invoice is better than my previous system (that I used for 6 years) and Zoho Meeting has advantages over Zoom. All integrated with the need for Zapier.
  • Zoho One (all the Zoho apps) is costing me less than 2 of my previous tools combined.
Susan Dakuzaku | TrustRadius Reviewer

Cons

ClickUp

  • List Templates - They have list templates, but the due dates get all mixed up whenever you use them. Right now you have to set specific dates and when you create the list using the template, you just set the first start date and all the other dates get moved according to that first date. However, usually I care more about the LAST due date, not the first. Also, they don't skip weekends or anything. I wish there was a way to set the due dates as "Day 1, Day 2" etc. and to have them skip weekends when they are created.
  • Sharing Settings - They've kind of fixed this but before you could only control privacy access on the space level. Now you can set it on anything, however, there isn't a way to share lists, projects, or tasks with clients without them creating a login. They are planning to have this fixed soon though
  • Documents and Files - You can easily attach files to tasks or lists, which is great. I would like it if you could also have an area where you could have files that pertain to the whole project, or the whole space, without having to be put in a specific list or task.
McKay Salisbury | TrustRadius Reviewer

Zoho CRM

  • Free features need to be increased so that startups are properly able to use the CRM features without worrying about the cost.
  • Easy accessible Demo Videos need to be available with each feature for new users
  • Reduce the number of apps by consolidating as a new user is suddenly overwhelmed with the large number of apps at different URLs.
Humayun Farooqi | TrustRadius Reviewer

Likelihood to Renew

ClickUp

ClickUp 9.0
Based on 1 answer
We are pleased with using ClickUp and it's cost effectiveness. We are very likely to stick with ClickUp.
Ravinder Gupta | TrustRadius Reviewer

Zoho CRM

Zoho CRM 9.0
Based on 28 answers
Zoho has been a wonderful tool for us for several years and there is so much more we can do with it. New features are released often which give a team like us the option to further fine tune our business process management techniques. I honestly couldn't imagine running our business not on Zoho.
Jon Porreca | TrustRadius Reviewer

Usability

ClickUp

ClickUp 9.0
Based on 6 answers
With previous tools we used, we had to conduct a fairly extensive onboarding process with any new employees we hired. ClickUp is so simple to use that we really only need a 30-minute meeting to show new employees how to use it and they're off to the races. The drag/drop function is nearly universal which makes it extremely easy to move things around and stay organized.
Brittany Bartoli | TrustRadius Reviewer

Zoho CRM

Zoho CRM 8.4
Based on 46 answers
While it takes a bit of a learning curve to appreciate some of the nuances, ZohoCRM ultimately feels like one of those big red boxes of tools you see in a mechanic's shop. It's a literal plethora of customizable modules that you can shape and reshape into the mold that makes your business run. Every facet (seemingly) can be tweaked with, integrated elsewhere in the platform, and ultimately customized to meet the needs of your business. I tend now not to think "what feature of this software can I use to solve a problem?" but instead think FIRST of the problem I have, and trust within ZohoCRM there exists the tools or programable workflows that can solve the issue.
Marc Fishman | TrustRadius Reviewer

Support Rating

ClickUp

ClickUp 9.2
Based on 53 answers
ClickUp provides all the support you need over email. The customer service is excellent. I didn't interact with the support team too much as there was rarely an issue that I needed help with. However, when I did need help they were excellent.
Anonymous | TrustRadius Reviewer

Zoho CRM

Zoho CRM 8.2
Based on 44 answers
The customer support is not the most efficient, although as a main source it offers enough information to be able to use the tools and perfect their use. The team of technicians in charge of solving the problems is not entirely attentive, they take too long to respond, according to my experience was not very polite, the solution was not very accurate, after a long time is that they could offer an answer to my problem. But this inefficiency brings to my work too much delay and instead of doing me good, it hinders and hinders my work. Now I know that when I have any kind of problem, I must be aware that the solution will not be immediate.
Cristina Nelson | TrustRadius Reviewer

In-Person Training

ClickUp

No score
No answers yet
No answers on this topic

Zoho CRM

Zoho CRM 7.0
Based on 2 answers
It was harder to learn when there were mostly real estate users in the room. We are sales solely.
Sarah Lohsl | TrustRadius Reviewer

Online Training

ClickUp

No score
No answers yet
No answers on this topic

Zoho CRM

Zoho CRM 8.3
Based on 5 answers
Online training is tough, but Zoho and their partners do a good job of explaining things.
John Hinson | TrustRadius Reviewer

Implementation Rating

ClickUp

No score
No answers yet
No answers on this topic

Zoho CRM

Zoho CRM 8.8
Based on 12 answers
Take it slowly and meet often with your team to solicit their feedback. Listen to what they are saying so that if something is not clear, you can address it before they turn on the CRM. Also, whatever system you were one previously will not match Zoho CRM which is both good and bad. It's good as I know Zoho CRM will be better than whatever you're been using. Bad because it will require change and how you did things in your old CRM may need to be modified a little when using Zoho CRM.
Stephen Lalla | TrustRadius Reviewer

Alternatives Considered

ClickUp

We evaluated several project management software and compared features but at last we settled with Clickup. Reason being, ClickUp flaunts a machine learning capability which is essential in creating accurate and realistic estimates for projects. It fuels creativity and improves team productivity which results to getting projects delivered on schedule and getting more things done.
Mahmoud Farag | TrustRadius Reviewer

Zoho CRM

Zoho CRM offers more at a better price. When coupled with Zoho-One suite, it has a lot more features as compared to HubSpot CRM, at a much lower cost.HubSpot CRM is an authority in the domain, but the number of services that Zoho covers is overwhelming. There's no end to what you can do with a single set of data.Freshworks was a simpler CRM to work with, a SaaS on the same path as Zoho but offers lesser tools/services in comparison
Sitanshu Mehrotra | TrustRadius Reviewer

Return on Investment

ClickUp

  • Has increased the project management performance
  • Has [allowed] us to organize day to day work in a better way thanks to its workload views
  • Has allowed us to increase clients interest and participation in the projects allowing us to invite them to the account limiting the access to only their projects
Anonymous | TrustRadius Reviewer

Zoho CRM

  • Love it or leave it, a CRM is integral to sales operations. Zoho may not be the best, but it gets the job done.
  • When reps have consistently used it, sales and conversions have increased.
  • Great to have visibility across the organization and multiple tools without paying a fortune like some other CRMs
Anonymous | TrustRadius Reviewer

Screenshots

Pricing Details

ClickUp

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

ClickUp Editions & Modules

Edition
Free$0.00
Unlimited$9.00 ($5.00)2
Business$19.00 ($9.00)2
Enterprise$29.00 ($17.00)2
  1. none
  2. per member per month (annual contract pricing)
Additional Pricing Details

Zoho CRM

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
$14.00

Zoho CRM Editions & Modules

Edition
Standard$14.001
Professional$23.001
Enterprise$40.001
Ultimate$52.001
Plus$57.001
  1. Per User/Per Month
Additional Pricing Details

Rating Summary

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