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ClickUp vs Nutshell CRM: Which is Best For You in 2026?

by | Last updated Jun 12, 2026

Winner
clickup
4.3
  • Free Forever Plan
  • 1,000+ Integrations
  • ClickUp Brain AI Assistant
  • Gantt & Kanban Board Views
  • Built-in Time Tracking
  • Paid Plans from $7/user/mo
Runner Up
Nutshell CRM
3.3
  • Free Live Support
  • Visual Sales Pipelines
  • Free Data Migration
  • 5,000+ Apps via Zapier
  • 14-Day Free Trial
  • Plans from $13/user/mo

⚡ Quick Verdict:

  • Pricing: ClickUp paid plans start at $7 per user per month. Nutshell CRM starts at $13 per user per month.
  • Best for: ClickUp suits task management and project management. Nutshell CRM suits sales pipeline and contact management.
  • Key difference: ClickUp is a project management platform. Nutshell is CRM software built for sales teams.
  • Our pick: ClickUp for most teams. It has a free forever plan and far more features per dollar.
ClickUp vs Nutshell CRM Comparison

ClickUp and Nutshell CRM solve two different problems.

One runs your projects. The other runs your sales.

ClickUp is project management software for tasks and teams.

Nutshell is CRM software for leads, deals, and customers.

Picking the wrong one wastes money and time.

This full comparison shows which fits your business.

Overview

This ClickUp vs Nutshell CRM comparison covers pricing, features, and ease of use.

We break down who each tool works best for.

Our sources include published specs, documentation, and G2 reviews.

Our writers also spent hands-on time with each platform.

By the end, you will know which software to choose.

What is ClickUp?

ClickUp is project management software for teams of any size.

It helps you plan, track, and manage projects in one entire workspace.

You can create tasks, assign tasks, and view tasks in many ways.

ClickUp includes a Kanban board, Gantt charts, calendars, and lists.

An AI assistant called ClickUp Brain helps manage tasks and workloads.

It centralizes docs, calendars, and team communication in one place.

What is ClickUp project management software
ClickUp

Watch this short ClickUp review to see the platform in action.

ClickUp

⭐ 4.3/5 | 💰 From $7/user/month

One management platform for tasks, docs, and goals. The free forever plan supports unlimited users. Paid plans add more storage and features.

ClickUp Pricing

Here is what ClickUp costs in 2026. Let us break down the ClickUp plans.

PlanPriceBest For
Free$0Solo workers and small teams
Unlimited$7/user/monthSmaller teams managing multiple projects
Business$12/user/monthGrowing teams that need more controls
EnterpriseCustomLarge business operations and security needs

Pricing verified June 2026.

Clickup Pricing

Free trial: ClickUp offers a 15-day free trial on paid plans. No credit card is needed to start 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. The Unlimited plan removes feature caps, while the Business plan adds advanced automation and dashboards. The Enterprise plan unlocks more of ClickUp’s features, like single sign on, an audit log, and stronger user permissions.

⚠️ Warning: Paid plans are billed annually for the best rate. When billed annually, you upgrade the entire workspace, so all members move to the paid plan together.

Key Benefits of ClickUp

Here is what makes ClickUp worth considering:

  • Generous Free Plan: The free forever plan supports unlimited users. It is one of the best free tiers among project management tools.
  • Many Project Views: Use a Kanban board, Gantt charts, calendar, and timeline. These help you manage projects and complex projects with ease.
  • ClickUp Brain AI: The built-in AI assistant drafts updates and tracks workloads. It can save time on routine task management.
  • Time Tracking Built In: Native time tracking logs billable hours against estimates. Workload views help with resource management.
  • Deep Customization: Custom fields, custom dashboards, and automation rules let you customize the entire workspace to fit your tech stack.
  • Strong Integrations: ClickUp connects with over 1,000 tools, including Slack, Google Drive, Gmail, and Zoom.
  • Learning Resources: ClickUp University, live training, and a deep knowledge base help new users learn fast.
clickup top benefits

What Our Team Noticed

Our writer signed up for ClickUp in May and spent several days inside the platform. Here is what stood out:

clickup personal experience

ClickUp Pros & Cons

✅ Pros
  • Free forever plan supports unlimited users
  • Over 1,000 integrations and strong API access
  • ClickUp Brain AI assistant saves time on updates
  • Many views including Kanban board and Gantt charts
  • Affordable paid plans from $7 per user
❌ Cons
  • The interface can overwhelm new users at first
  • Reporting tools are scattered across the platform
  • Time tracking can feel cumbersome to set up
  • No built-in sales CRM for managing deals

What is Nutshell CRM?

Nutshell CRM is CRM software for small to mid-sized B2B sales teams.

It helps you track leads, deals, clients, and customers in one place.

The ability to see every deal at a glance keeps reps focused.

Nutshell uses visual, drag-and-drop boards to manage your sales pipeline.

It also handles contact management, calendar sync, and email marketing.

Sales automation routes leads and sends follow-up notifications for you.

Most users pick Nutshell for its simple, friendly design.

What is Nutshell CRM software
Nutshell CRM Homepage

This video walks through how Nutshell handles the sales process.

Nutshell CRM Tutorial 2026 | How to Use Nutshell CRM

Nutshell CRM

⭐ 3.3/5 | 💰 From $13/user/month

An all-in-one CRM for B2B sales teams. It pairs a visual pipeline with email marketing. Every plan includes free live support.

Nutshell CRM Pricing

Here is what Nutshell CRM costs in 2026. Each plan is priced per user.

PlanPriceBest For
Foundation$13/user/monthA single user or a tiny team
Growth$25/user/monthSmall businesses scaling outreach
Pro$42/user/monthTeams needing multiple pipelines
Business$59/user/monthTeams wanting a full reporting suite
Enterprise$79/user/monthLarger sales teams and territories

Pricing verified June 2026.

Nutshell CRM Pricing

Free trial: Nutshell offers a free 14-day trial. No credit card is required to test it.

Money-back guarantee: Nutshell does not publish a money-back guarantee, but you can cancel any time.

📌 Note: Every Nutshell plan comes with free data migration and free live support. Higher plans add multiple pipelines, a full reporting suite, and personal email sequences.

⚠️ Warning: Even the Foundation plan costs more than ClickUp’s lowest paid plan. Budget teams should compare costs per user before they commit.

Key Benefits of Nutshell CRM

Here is what makes Nutshell CRM worth a look:

  • Easy to Learn: Nutshell is rated one of the most user-friendly CRM software tools. Most users are productive within days.
  • Visual Pipeline: Drag-and-drop boards move deals through each stage. Board, List, Map, and Chart views fit different sales styles.
  • Built-in Marketing: Send bulk email, build landing pages, and run drip campaigns with ready email templates.
  • Free Live Support: Free data migration and free live support come with every plan, even for a single user.
  • Lead Discovery: ProspectorIQ and VisitorIQ help you find new leads and spot companies visiting your site.
  • Wide Integrations: Nutshell connects with Google Workspace, Microsoft 365, Outlook, and over 5,000 apps through Zapier.
Nutshell CRM Top Benefits

What Our Team Noticed

Our writer signed up for Nutshell CRM and tested the pipeline and email tools. Here is what stood out from that hands-on time:

Nutshell CRM Personal Experience

Nutshell CRM Pros & Cons

✅ Pros
  • Very easy to learn with a minimal learning curve
  • Free data migration and free live support on all plans
  • Visual pipeline with Board, List, Map, and Chart views
  • Built-in email marketing and lead discovery tools
❌ Cons
  • Automation is less advanced than HubSpot or Salesforce
  • Email attachment handling needs improvement
  • Higher per-user cost than many project tools

Feature Comparison

Ready for a full comparison of ClickUp vs Nutshell CRM? These tools cover different jobs, so we will weigh each one on its own strengths. Below is a quick table, then a closer look at the features that matter most.

FeatureClickUpNutshell CRM
Starting Price$7/user/month$13/user/month
Free Plan
Task & Project Management
Sales Pipeline / CRM
Kanban Board & Gantt Charts
Time Tracking
AI Assistant✅ ClickUp Brain
Email Marketing
Phone Support
Best ForProject managementB2B sales teams

1. Task & Project Management

ClickUp: This is where ClickUp shines. You can create tasks, assign tasks, and set a due date in seconds. A multi-level hierarchy of Workspaces, Spaces, Folders, Lists, and Subtasks keeps complex projects tidy. Teams can manage multiple projects from one screen, and the mobile app works offline to capture new tasks.

clickup project management

Nutshell CRM: Nutshell is not built to manage tasks across a whole company. It tracks sales activities tied to deals and contacts instead. For pure task management, ClickUp is the stronger management platform.

Nutshell CRM Pipeline Management

2. Views: Kanban Board and Gantt Charts

ClickUp: ClickUp offers a Kanban board, Gantt charts, calendar, list, and timeline views. You can view tasks any way you like. Real time editing lets a team member update work as it happens.

clickup kanban

Nutshell CRM: Nutshell offers Board, List, Map, and Chart views for the pipeline. These help reps see the funnel, not the project plan. Built-in collaboration keeps a sales team on the same page.

Nutshell CRM Team Collaboration

3. Automation

ClickUp: ClickUp lets you automate repetitive work with custom rules and over 100 pre-built templates. The AI automation builder can execute steps without code. This helps marketing teams and ops teams save time.

clickup ai automation builder

Nutshell CRM: Nutshell sales automation routes leads and triggers follow-up notifications. It is handy for a sales process, though it is less advanced than HubSpot or Salesforce. Personal email sequences keep prospects warm.

Nutshell CRM Sales Automations

4. Time Tracking and Billing

ClickUp: ClickUp includes native time tracking and manual logging. You can track billable hours against estimates and use workload views for resource management. Some users find the timer setup a little clunky.

clickup time tracking

Nutshell CRM: Nutshell skips time tracking and instead adds quotes and invoices. Reps can send a quote straight from a deal. This keeps the sales process moving without leaving the CRM.

Nutshell CRM Quotes & Invoices

5. AI Tools

ClickUp: ClickUp Brain is the built-in ai assistant. It drafts updates, summarizes docs, and tracks how much time you spend on projects. It works across the entire workspace.

ClickUp

Nutshell CRM: Nutshell adds AI tools that assist with revenue-driving tasks. The AI helps reps respond faster and focus on deals most likely to close.

Nutshell CRM Artificial Intelligence

6. Email and Notes

ClickUp: ClickUp includes an AI Notetaker that captures meeting notes and action items. Paired with docs and a team messenger, it strengthens team communication and communication features in one app.

ClickUp

Nutshell CRM: Nutshell leans into email. You can build lists, send bulk email, and run drip campaigns with email templates. Calendar sync ties messages to each contact record.

Nutshell CRM Email Automation

7. Templates and Calendar

ClickUp: ClickUp offers over 1,000 pre-built templates for common workflows. New users can start fast instead of building from scratch.

clickup builder templates

The ClickUp Calendar also keeps due dates, meetings, and timelines in one view.

ClickUp

Nutshell CRM: Nutshell adds AI meeting summarization so reps never lose key points. Notes attach to the right contact, so the whole team stays in the loop.

Nutshell CRM AI Meeting Summarization

8. Search, Integrations and Support

ClickUp: Enterprise Search finds any doc or task across the entire workspace. ClickUp connects with over 1,000 tools, including Google Drive and Gmail. Support runs through live chat and a knowledge base, but there is no phone support.

ClickUp

Nutshell CRM: Nutshell connects with Google Workspace, Microsoft 365, Slack, and over 5,000 apps via Zapier.

Nutshell CRM Useful Integration

On support, Nutshell stands out. Free live support and free data migration come with every plan, even for a single user.

Nutshell CRM Reliable Customer Support

⚠️ Warning: Neither tool offers phone support. Both rely on live chat, email, and a knowledge base. ClickUp adds ClickUp University and live onboarding training for bigger teams.

9. Pricing & Cost

Let us compare the pricing plans side by side.

TierClickUpNutshell CRM
Free$0 (unlimited users)❌ (14-day trial only)
Entry paid$7/user/month$13/user/month
Mid tier$12/user/month$25–$42/user/month
Top tierCustom (Enterprise)$59–$79/user/month

ClickUp: ClickUp wins on raw value. The free plan is almost completely free for small teams, and paid plans are billed annually from $7 per user. Many teams may offer discounts at the annual rate.

Nutshell CRM: Nutshell starts at $13 per user per month and climbs to $79 for Enterprise. You pay more, but you get a full CRM with marketing, analytics, and dashboards built in.

Different Scenarios

If You Need…ChooseWhy
A free planClickUpFree forever, unlimited users
A sales pipelineNutshell CRMBuilt for deals and leads
Task managementClickUpDeeper project tools
Email marketingNutshell CRMBulk email and drip campaigns
Lowest cost per userClickUpPaid plans from $7

💰 Your Budget

ClickUp is cheaper per user and has a free plan. Nutshell starts higher but bundles a full CRM and marketing tools.

🔌 Your Tech Stack

Both connect to Google Drive, Gmail, and Outlook. ClickUp adds strong api access for a custom tech stack.

🎯 Your Main Goal

If you want to manage projects and tasks, ClickUp fits. If you want to close deals, Nutshell fits the sales funnel better.

🎓 Your Experience Level

Nutshell is easier on day one. ClickUp has more essential features, so live training and ClickUp University help new users.

🆓 Free Trials and Demos

Try both before you buy. ClickUp has a free plan plus a 15-day trial. Nutshell offers a 14-day free trial.

🛟 Support Options

Neither has phone support. Nutshell gives free live support to every person on the account, which is rare at this price.

Switching Guide

Already using one of these tools? Here is what to expect if you switch.

🔄 Switching from ClickUp to Nutshell CRM?

✅ What you’ll gain:

  • A true sales pipeline for leads, deals, and customers
  • Built-in email marketing with drip campaigns
  • Free live support and free data migration

❌ What you’ll lose:

  • The free plan and unlimited storage on higher tiers
  • Deep task management with Gantt charts and time tracking
  • The whiteboard feature and real time editing for docs

📋 How to switch:

  1. Export your contacts from ClickUp to a CSV file
  2. Create your Nutshell account and import data from the CSV
  3. Use free live support to map your pipeline stages
🔄 Switching from Nutshell CRM to ClickUp?

✅ What you’ll gain:

  • A free forever plan and lower cost per user
  • Full task management with a Kanban board and Gantt charts
  • ClickUp Brain, time tracking, and a whiteboard feature

❌ What you’ll lose:

  • The built-in sales funnel and contact management
  • Native email marketing and email templates
  • Free live support on every plan

📋 How to switch:

  1. Export your Nutshell contacts and deals to a CSV file
  2. Start ClickUp’s free plan and import data into a new list
  3. Rebuild stages as tasks and assign tasks to each team member

What Our Review Didn’t Cover

This comparison focused on small businesses and mid-sized teams. We did not test enterprise plan rollouts, single sign on at scale, or deep guest access controls. Our notes reflect the June 2026 versions, so new features may have shipped since then. If you manage 50 or more users, your priorities may differ from what we covered.

Final Verdict

CategoryWinner
💰 PricingClickUp
🚀 Task & Project ManagementClickUp
📊 Sales Pipeline / CRMNutshell CRM
🤖 AI AssistantClickUp
👶 Ease of UseNutshell CRM
🔌 IntegrationsClickUp
🏆 Overall WinnerClickUp

🏆 WINNER: CLICKUP

ClickUp wins 4 out of 6 categories.

Best for: Task management, managing multiple projects, and teams that want a free plan with enough features to grow.

ClickUp and Nutshell CRM are two very different products. ClickUp is project management software for tasks, docs, and goals. Nutshell is CRM software for sales teams chasing deals. Both are solid business software, but they aim at different jobs.

Nutshell is excellent for B2B sales and gets a high score for ease of use. Its free live support is a real perk for small businesses.

However, if you need to manage projects and other features in one place, ClickUp is the better choice for most business operations. It does more for less money.

More of ClickUp Compared

Here is how ClickUp stacks up against other project management tools:

ClickUp vs Monday.com

ClickUp wins on: better value per user, a stronger free plan, and more built-in views.

Monday.com wins on: a gentler learning curve and a cleaner first-run setup.

ClickUp vs Asana

ClickUp wins on: deeper custom fields, lower pricing, and ClickUp Brain.

Asana wins on: simpler navigation and a tidier mobile app.

ClickUp vs Trello

ClickUp wins on: Gantt charts, time tracking, and full reporting for complex tasks.

Trello wins on: a simple Kanban board that solo workers can master in minutes.

More of Nutshell CRM Compared

Here is how Nutshell CRM stacks up against other CRM software:

The Best CRM Tools for Your Needs

Nutshell CRM vs HubSpot

Nutshell wins on: lower cost, simpler setup, and free live support for every user.

HubSpot wins on: richer automation, deeper analytics, and a larger app marketplace.

Nutshell CRM vs Salesforce

Nutshell wins on: a faster start, friendlier dashboards, and clear per-user pricing.

Salesforce wins on: custom workflows, advanced reporting, and large-team territories.

Nutshell CRM vs Freshsales

Nutshell wins on: built-in email marketing, free data migration, and easier onboarding.

Freshsales wins on: a free starter tier and tighter phone-dialer features.

Frequently Asked Questions

What is ClickUp used for?

ClickUp is project management software. Teams use it to plan, create, and assign tasks, track time, and manage multiple projects in one entire workspace, replacing several separate tools.

What is ClickUp best for?

ClickUp is best for task management and project management. It fits solo workers, small businesses, and marketing teams that juggle complex projects and want many views in one place.

Is Nutshell a good CRM?

Yes. Nutshell is a strong CRM for small to mid-sized B2B sales teams. It earns a high score for ease of use, and every plan includes free live support.

How much does ClickUp cost?

ClickUp offers a free forever plan. Paid plans run $7 per user per month for Unlimited and $12 for the Business plan. Enterprise pricing is custom and billed annually.

Is ClickUp really free forever?

Yes. ClickUp’s free plan is free forever and supports an unlimited number of users. It limits some features, like custom fields uses, but covers the essentials for small teams.

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