⚡ Quick Verdict:
- Pricing: ClickUp starts at $7 per user. Close CRM starts at $35 per seat each month.
- Best for: ClickUp suits project management and task management. Close CRM suits sales teams running outbound calls.
- Key difference: ClickUp is a project management platform. Close CRM is a customer relationship management tool with built in calling.
- Our pick: ClickUp for most users. It manages projects, tasks, and team communication in one workspace.
ClickUp and Close CRM solve two different problems.
One helps you manage projects and tasks.
The other helps you close more deals over the phone.
Picking the wrong one wastes money and time.
This full comparison breaks down both tools in plain terms.
By the end, you will know which tool fits your team.
Overview
This ClickUp vs Close CRM comparison covers pricing, core features, and ease of use.
We also break down who each tool works best for.
Our writers signed up for both and explored the apps directly.
Those notes appear in the “What Our Team Noticed” sections below.
Sources include published specs, documentation, and G2 reviews.
What is ClickUp?
ClickUp is a project management software built for teams.
It helps you plan, track, and manage projects in one workspace.
You can create tasks, assign tasks, and view tasks in many ways.
ClickUp includes Gantt charts, a Kanban board, calendars, and timelines.
It also centralizes docs, calendars, and team communication in one place.
That cuts down on tool switching across your tech stack.
Watch the ClickUp review video below to see it in action.
ClickUp
ClickUp manages projects, tasks, and docs in one workspace. The free plan supports unlimited users. Paid plans start at $7 per user.
ClickUp Pricing
Here is what ClickUp costs in 2026. Let’s break down the ClickUp plans.
| Plan | Price | Best For |
|---|---|---|
| Free | $0 | Solo workers wanting essential features |
| Unlimited | $7/user/month | Teams that manage multiple projects |
| Business | $12/user/month | Marketing teams and Business operations |
| Enterprise | Custom | Large companies needing single sign on |
Pricing verified June 2026.
Free trial: ClickUp offers a 15-day free trial on paid plans. No credit card is needed to test the free plan.
Money-back guarantee: ClickUp provides a 30-day money-back guarantee on all paid plans.
📌 Note: ClickUp’s free plan allows an unlimited number of users. It includes a limit of 100 uses of custom fields. The Enterprise plan adds HIPAA compliance and user permissions for large companies.
⚠️ Warning: You must upgrade your entire workspace at once. All members move to the paid plan together. ClickUp does not offer discounts for mixing free and paid seats.
Key Benefits of ClickUp
Here is what makes ClickUp worth considering:
- One workspace: ClickUp centralizes tasks, docs, and chat. This reduces tool switching and saves time across business operations.
- Flexible views: Use a Kanban board, Gantt charts, list, or calendar. The same project can be viewed many ways.
- Time tracking: Built-in timers log billable hours. Workload views help with resource management and prevent burnout.
- ClickUp Brain: This ai assistant tracks workloads and time. It also drafts and summarizes content.
- 1,000+ integrations: ClickUp connects to Slack, Google Drive, and Zoom. It also offers api access for developers.
- Automation: Over 100 pre-built rules handle repetitive new tasks. Custom automations cut busy work.
- Real time editing: Docs, chat, and whiteboards support live team communication and real time editing.
What Our Team Noticed
Our writer signed up for ClickUp and used it for several real projects. Here is what stood out from that hands-on time:
ClickUp Pros & Cons
✅ Pros
- Free forever plan supports an unlimited number of users
- Flexible views including Gantt charts and Kanban board
- Built-in time tracking and resource management tools
- Over 1,000 integrations including Google Drive and Slack
❌ Cons
- The interface feels complex and overwhelming for new users
- Reporting tools are scattered and hard to find
- Live chat support routes you through an AI chatbot first
What is Close CRM?
Close CRM is a customer relationship management tool for sales teams.
It is built for small to medium businesses that close more deals by phone.
Close offers built in calling, SMS, and email in a single inbox.
Sales reps can dial leads straight from the app on desktop or mobile device.
The tool tracks every call, email, and follow ups on one timeline.
This cuts manual data entry and keeps the sales process moving.
Watch the Close CRM review video below to see how it works.
Close CRM
Close CRM puts calling, SMS, and email in one inbox. It suits sales teams that live on the phone. Paid plans start at $35 per seat.
Close CRM Pricing
Here is what Close CRM costs in 2026. Each plan is priced per seat.
| Plan | Price | Best For |
|---|---|---|
| Essentials | $35/seat/month | Startup features for small teams |
| Growth | $99/seat/month | Professional features and automation |
| Scale | $139/seat/month | Advanced features and call coaching |
Pricing verified June 2026.
Free trial: Close offers a 14-day free trial. No credit card is required to start.
Money-back guarantee: Close does not publish a standard refund window. Cancel before renewal to avoid the next charge.
📌 Note: Higher tiers add power dialer, call coaching, and email sequences. The entry plan still includes built in calling and texting.
⚠️ Warning: Some Close documentation still lists older plan names like Startup, Professional, and Enterprise at $49, $99, and $139 when billed annually. The current tiers are Essentials, Growth, and Scale. Confirm the live price before you buy.
Key Benefits of Close CRM
Here is what makes Close CRM worth considering:
- Built in calling: Make phone calls from the browser. No separate phone system is needed for your sales team.
- Power dialer: The predictive dialer and power dialer let reps dial multiple numbers fast. This helps you reach more leads.
- Single inbox: Email, calls, and SMS sit in one view. Reps manage outreach without switching tools.
- Smart Views: Filter leads by criteria to focus on the best prospects. This supports a tighter sales process.
- Call coaching: Managers join live calls to coach sales reps. This builds full team engagement during onboarding.
- Quick setup: A CSV import tool and one-click migration help you import data from other CRMs in minutes.
- Email tools: Email templates, bulk email, and email sequences automate follow ups to customers and clients.
What Our Team Noticed
Our writer signed up for Close CRM and tested the calling and lead tools. Here is what stood out from that hands-on time:
Close CRM Pros & Cons
✅ Pros
- Best-in-class calling with power and predictive dialer
- Simple to learn, so the whole sales team gets started fast
- Free one-click migration help when you switch from other CRMs
- Calling, SMS, and email sit in a single inbox
❌ Cons
- Reporting is weak and harder to analyze than rival crm options
- Less customizable, with limited custom objects and custom graphs
- Entry pricing is high for a small business on a tight budget
Feature Comparison
Ready to dig into a detailed comparison of ClickUp vs Close CRM?
We will explore nine key features so you can match the right tool to your work. ClickUp leans toward project management. Close CRM leans toward sales.
| Feature | ClickUp | Close CRM |
|---|---|---|
| Starting Price | $7/user/month | $35/seat/month |
| Free Plan | ✅ | ❌ |
| Task Management | ✅ | ❌ |
| Built-in Calling | ❌ | ✅ |
| Gantt Charts | ✅ | ❌ |
| Power Dialer | ❌ | ✅ |
| Time Tracking | ✅ | ❌ |
| AI Assistant | ✅ ClickUp Brain | ✅ Sales AI |
| Integrations | 1,000+ | 80+ |
| Best For | Project management | Sales outreach |
1. Task & Lead Management
ClickUp: ClickUp is built to manage tasks and manage projects. You create tasks, assign tasks to a team member, and set a due date. A multi-level hierarchy holds Workspaces, Folders, Lists, and Subtasks. Subtasks break complex tasks into smaller steps for complex projects.
Close CRM: Close manages leads, not project tasks. Smart Views filter prospects so sales reps focus on hot deals. It tracks contacts and customer relationships across the full sales process.
⚠️ Warning: Close CRM is not a project management platform. If you need task management, ClickUp is the clear fit.
2. Boards, Views & Pipelines
ClickUp: ClickUp offers a Kanban board, list, calendar, and Gantt charts. The same project can be viewed many ways. This flexibility helps marketing teams plan multiple projects at once.
Close CRM: Close uses a visual pipeline view to spot bottlenecks. Teams can build multiple pipelines for different sales processes. The single inbox keeps every message in one stream.
3. Time Tracking & Conversations
ClickUp: ClickUp includes built-in time tracking with native timers and manual logging. You track billable hours against estimates. Workload views support resource management for the whole team.
Close CRM: Close logs every conversation on a profile timeline. Reps see all phone calls, emails, and texts in one place. This keeps a clear record of outreach without manual data entry.
4. Automation
ClickUp: ClickUp automates repetitive work with over 100 pre-built rules. You can also build custom automations. This helps teams save time on routine new tasks.
Close CRM: Close runs workflows and automated follow ups. Reminders trigger the next phone calls or email at the right moment. This lifts response rates without extra effort.
5. Templates & Setup
ClickUp: ClickUp offers over 1,000 pre-built templates for many workflows. Builder templates speed up setup for new projects. This is one of ClickUp’s features that solo workers and smaller teams love.
Close CRM: Close keeps setup simple with a CSV import tool and one-click migration. A built-in ROI calculator helps you model the value of more deals. Most teams are live within the free trial.
6. Calendar & Integrations
ClickUp: ClickUp Calendar links tasks to dates and timelines. The platform connects to over 1,000 other tools, including Google Drive, Slack, and Zoom meetings. Developers also get api access.
Close CRM: Close integrates with over 80 other tools, including Zoom and Zapier. It covers the core apps a sales team needs. The list is smaller than ClickUp’s catalog.
7. AI Features
ClickUp: ClickUp’s AI Notetaker captures meeting notes and action items. It turns talk into tasks automatically. This is part of a wider set of AI features inside the platform.
Close CRM: Close Sales AI drafts replies and summarizes calls. It helps reps write faster email sequences and bulk email. The focus stays on selling, not project work.
8. Search & Reporting
ClickUp: Enterprise Search scans tasks, docs, and connected apps from one bar. Custom dashboards track KPIs and project health in real time. Reporting tools can feel scattered until you build your own view.
Close CRM: Close gives quick KPI reports for sales teams. Reporting is lighter than rival CRMs, with limited custom graphs. Heavy data teams may want more depth.
9. AI Assistant & Advanced Tools
ClickUp: ClickUp Brain is the built-in ai assistant. It tracks workloads, drafts docs, and answers questions about your work. It sits across the entire workspace.
Close CRM: Advanced CRM tools add custom objects, call coaching, and richer security controls on higher tiers. These professional features suit growing sales teams. Setup stays lighter than a full enterprise CRM.
10. Pricing & Cost
Let’s compare the pricing plans side by side.
| Plan | ClickUp | Close CRM |
|---|---|---|
| Free | $0 (unlimited users) | ❌ No free plan |
| Entry | Unlimited — $7/user/month | Essentials — $35/seat/month |
| Mid | Business — $12/user/month | Growth — $99/seat/month |
| Top | Enterprise — Custom | Scale — $139/seat/month |
ClickUp: ClickUp is far cheaper for most teams. The free forever plan covers unlimited users. Paid plans run $7 to $12 per user, so budgets stretch further.
Close CRM: Close costs more per seat because calling is built in. The price buys a phone system, dialer, and CRM in one. For phone-heavy sales teams, that bundle can pay off.
Different Scenarios
| If You Need… | Choose | Why |
|---|---|---|
| Tight budget | ClickUp | Free plan, $7 paid plan |
| Built-in calling | Close CRM | Phone system included |
| Task management | ClickUp | Full project tools |
| Outbound sales | Close CRM | Dialer and pipelines |
| Beginner-friendly start | Close CRM | Simpler, smaller learning curve |
💰 Your Budget
ClickUp wins on price with a completely free tier and a $7 unlimited plan. Close CRM starts at $35 per seat, since the business plan bundles a phone system.
🔌 Your Tech Stack
ClickUp connects to over 1,000 other tools and has api access for any developer. Close CRM links to 80+ apps, which covers most sales tech stack needs.
📝 Your Daily Work
Pick ClickUp if your day is tasks, docs, and deadlines. Pick Close CRM if your day is phone calls, follow ups, and closing more deals.
🎓 Your Experience Level
ClickUp has a steeper learning curve, but ClickUp University, a deep knowledge base, and live training help. Close CRM is simpler and faster to learn for a new sales team.
🆓 Free Trials and Demos
ClickUp gives a 15-day free trial on paid plans plus a free forever plan. Close CRM offers a 14-day free trial with no card required.
🛟 Support Options
Neither tool has standard phone support. ClickUp adds live onboarding training and user permissions on higher tiers. Close offers proactive onboarding help and product updates by email.
Switching Guide
Already using one of these tools? Here is what to expect if you switch.
🔄 Switching from ClickUp to Close CRM?
✅ What you’ll gain:
- Built in calling and SMS to reach more leads
- Power dialer and predictive dialer to dial multiple numbers
- Call coaching to train sales reps live
❌ What you’ll lose:
- Task management, Gantt charts, and the Kanban board
- Built-in time tracking and the whiteboard feature
- The free plan and unlimited storage on higher tiers
📋 How to switch:
- Export your contacts and deals from ClickUp as a CSV
- Create a Close CRM account and start the free trial
- Import data with the one-click migration tool
🔄 Switching from Close CRM to ClickUp?
✅ What you’ll gain:
- A full project management platform to manage projects
- A free forever plan with an unlimited number of users
- Whiteboards, docs, and strong communication features
❌ What you’ll lose:
- Built in calling and the power dialer
- Smart Views tuned for sales prospects
- The single sales inbox for calls and email
📋 How to switch:
- Export your leads and notes from Close CRM
- Create a ClickUp account on the free plan
- Import data and set up your first Workspace
What Our Review Didn’t Cover
This comparison focused on small businesses and growing teams. We did not test enterprise rollouts, single sign on at scale, or deep guest access controls. Our notes reflect the June 2026 versions of both apps. If you manage large companies or need heavy reporting, your priorities may differ from what we covered here.
Final Verdict
| Category | Winner |
|---|---|
| 💰 Pricing | ClickUp |
| 🚀 Core Features | ClickUp |
| 📞 Sales Calling | Close CRM |
| 🎯 Ease of Use | Close CRM |
| 🔌 Integrations | ClickUp |
| 🧩 Flexibility | ClickUp |
| 🏆 Overall Winner | ClickUp |
🏆 WINNER: CLICKUP
ClickUp wins 4 out of 6 categories.
Best for: project management, task management, marketing teams, and budget-minded small businesses.
ClickUp and Close CRM are two very different products. ClickUp is a project management platform. Close CRM is a sales tool with built in calling.
Close CRM is excellent for phone-heavy sales teams that want to close more deals. Its dialer and single inbox earn a high score for outbound work.
However, if you need to manage projects, tasks, and team communication, ClickUp is the better choice. It does more for less money and serves more types of teams.
More of ClickUp Compared
Here is how ClickUp stacks up against other project management tools:
ClickUp vs Asana
ClickUp wins on: free forever plan with unlimited users, built-in time tracking, more custom fields
Asana wins on: cleaner interface, gentler learning curve, polished mobile app
ClickUp vs Monday.com
ClickUp wins on: better value per user, deeper task hierarchy, more new features each quarter
Monday.com wins on: simpler setup, colorful boards, easier reporting dashboards
ClickUp vs Trello
ClickUp wins on: Gantt charts, time tracking, and enough features for complex projects
Trello wins on: dead-simple Kanban board, faster onboarding, lighter feel for solo workers
More of Close CRM Compared
Here is how Close CRM stacks up against other CRMs. The video below covers more Close CRM alternatives.
Close wins on: built in calling, power dialer, faster setup for small businesses
HubSpot wins on: free CRM tier, deeper marketing tools, stronger reporting for more leads
Close CRM vs Salesforce
Close wins on: simpler onboarding, calling out of the box, lower admin overhead
Salesforce wins on: custom objects, enterprise reporting, and add-ons for large companies
Close wins on: sharper calling tools, cleaner single inbox, sales-first focus
Freshsales wins on: lower entry price, built-in chat, more crm options on the free tier
Frequently Asked Questions
Quick answers to common questions about these business software tools, drawn from our ClickUp review and Close testing.
What is ClickUp used for?
ClickUp is project management software. Teams use it to plan, assign tasks, and track work in one workspace. It also handles docs, time tracking, and team communication.
How much does ClickUp cost?
ClickUp has a free forever plan. The Unlimited plan costs $7 per user monthly. The Business plan is $12 per user. The Enterprise plan uses custom pricing.
What is Close CRM used for?
Close CRM helps sales teams close more deals. It bundles calling, SMS, and email in one inbox. A dialer drives fast outreach to leads and customers.
Is ClickUp better than Close CRM?
They serve different jobs. ClickUp wins for project management and task management. Close CRM wins for outbound calling. Choose Close for phone-heavy sales teams that need other features around the dialer.
How is Close different from other CRMs?
Close builds calling and texting straight into the CRM. Most rivals need add-ons. This sales-first focus sets it apart, though reporting is lighter than some crm options.
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