ClickUp vs monday CRM
Head-to-head: pricing, ratings, features and fit for ClickUp and monday CRM.
ClickUp
Project management and CRM in one tool
ClickUp bills itself as the 'one app to replace them all' and is, at its core, an extremely flexible project management and productivity platform. Through customizable 'Spaces', custom fields and ready-made CRM templates, ClickUp can be configured into a dedicated sales CRM — complete with a pipeline view, contact management and deal tracking.
Key features
- CRM via custom fields, views and templates
- Seamless connection to project and task management
- Multiple views: board, list, table, Gantt, calendar
- Automations and custom workflows
- Built-in docs, chat and time tracking
Ideal for
- Teams that want to combine sales, projects and tasks in one tool
- Agencies with project-based client work
- Tech-savvy teams that want to build custom processes
- Companies looking for a very generous free CRM
Pros
- Extremely flexible thanks to custom fields and templates
- Connects CRM seamlessly with project and task management
- Very generous free plan
Cons
- Not a specialized sales CRM out of the box
- The sheer range of features can feel overwhelming at first
monday CRM
Visual, flexible and great for teamwork
monday CRM is built on monday.com's Work OS platform, which makes it fundamentally different from classic CRMs: instead of rigid modules, you work with freely configurable boards, columns, and automation rules you can adjust via drag-and-drop — no code required.
Key features
- Freely customizable boards instead of rigid modules
- No-code automations via a rule builder
- Seamless connection to project and task management
- Multiple views: Kanban, table, calendar, Gantt
- Rich dashboards with widgets
Ideal for
- Teams that want sales tightly connected to project management
- Agencies and creative teams with visual workflows
- Companies that collaborate broadly across teams, not just in sales
- Teams that value maximum flexibility in boards and views
Pros
- Very flexible, visual boards with no code needed
- Strong cross-team collaboration
- Easy connection to project management
Cons
- Less sales-specific depth than dedicated CRMs
- Minimum seat counts on some plans
| Comparison criteria | ClickUp | monday CRM |
|---|---|---|
| Rating | 4.5 | 4.4 |
| Starting price | ab 7 € / Monat | ab 12 € / Monat |
| Free tier | Dauerhaft kostenlos (Free Forever Plan) | 14 Tage kostenlos testen |
| Best for | Project management and CRM in one tool | Visual, flexible and great for teamwork |
Verdict: ClickUp or monday CRM?
ClickUp is a particularly good fit for Teams that want to combine sales, projects and tasks in one tool. Its biggest strength: Extremely flexible thanks to custom fields and templates.
monday CRM is a particularly good fit for Teams that want sales tightly connected to project management. Its biggest strength: Very flexible, visual boards with no code needed.