CRM

4 ClickUp alternatives with project management and CRM features

Sell to Win Team
Contributor
Sell to Win Team
Contributor
4 ClickUp alternatives with project management and CRM features deciding choices

Not clicking with ClickUp? Your team might love one of these four ClickUp alternatives instead.

ClickUp is a project management tool with customer relationship management (CRM) capabilities. Whether you’re looking for your first CRM or searching for ClickUp alternatives in 2022, we’re here to help you evaluate other options that will suit your team’s needs and technical know-how.

While project management software is intended to keep your day-to-day projects and tasks organized and accessible, it isn’t designed to manage leads through a sales pipeline or track customer conversations. If you’re looking to help your sales and/or marketing team using these features, we’d recommend using a CRM instead.

Finding the perfect CRM to boost your team’s productivity and your company’s revenue is tricky and takes time. Some have capabilities far beyond the scope of what you need, while others don’t quite meet expectations. If you aren’t in love with ClickUp’s functionality, know that you’ve got plenty of other options: 

1. Nutshell

Price: Starts at $16 per user/month; 14-day free trial without credit card requirement

An all-in-one user-friendly growth software platform, Nutshell is designed to help small and medium-sized businesses grow. Of the ClickUp alternatives, it’s our pick for easiest to set up. It’s easy to use and easy to understand, so your team can adopt it even without a vast technical background.

Nutshell streamlines collaboration between your marketing and sales teams so they can close deals faster and with ease. While ClickUp was created to be a project management software with CRM capabilities, Nutshell was made to be a true CRM, which means it’s specifically designed to help you drive revenue.

Nutshell is flexible and helps you organize contacts, leads, and conversations to give your team a productivity boost. They’ll spend more time closing deals than sifting through contacts and past conversations with prospects.

Nutshell’s email marketing automation tool helps you nurture your leads, implement drip sequences, and segment your audiences. Email marketing templates, an intuitive design tool, and helpful tips from Nutshell’s Growth team let you create compelling and eye-catching emails for your subscribers.

Want your recipients to take action? Personalize your sales outreach at scale, so you can inspire your subscribers to convert.

Key CRM features:

  • Easy to set up, with free guidance from their support team
  • Affordable
  • Contact management
  • Communication and task management
  • Sales automation
  • Drag-and-drop pipeline management and interactive lead map

Key project management features:

  • Task and activity management
  • Team collaboration features
  • Activity reminders
  • Multiple pipelines to track different forms of effort
  • Email and calendar integration with Google, Office 365, and other apps
NO CREDIT CARD REQUIRED

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2. Wrike

Price: Starts at $9.80 per user/month; free limited account available

Wrike is a project management collaboration tool that can double as a scalable CRM solution. This ClickUp alternative is loaded with CRM features for organizations of any size. 

While Wrike has tons of features available to its users, be aware that getting started with any complex software can be overwhelming. In most cases, an onboarding session is important to get everyone on your team up to speed and maximizing its capabilities.

As a CRM, Wrike lets you build custom workflows and streamline your sales processes to help increase your team’s productivity. It also lets you auto-assign tasks.

Just like the other ClickUp alternatives, Wrike lets you track leads to keep your sales team from missing sales opportunities. Each sales lead has relationship details and notes about where they are in the customer journey so your team members are on the same page about each contact.

Not a fan of switching between different tabs and apps? Wrike also lets you communicate with your team in-app.

Key CRM features:

  • Contact management
  • Automated workflows
  • Customized CRM solution (available to Enterprise users)
  • Salesforce integration

Key project management features:

  • Kanban board and Gantt charts
  • Workflow automation
  • Resource management
  • Capacity planning

3. Asana

Pricing: $10.99 per user/month

As project management software, Asana is a great ClickUp alternative. Asana can be used as a central platform that tracks the complete journey and allows you to check the status of a lead or customer. The boards and task list views can monitor the complete workflow of sales. You can even use them for  customer service workflows.

Because it’s not a full-fledged CRM, Asana has limited reporting and analytics. In addition, while you can manage lead data through custom fields and tasks within Asana, you can’t link lead generation forms directly to your workflows.

Key CRM features:

  • Integrations with apps like Slack, Google Workspace, and others
  • Workflow automation
  • Account management

Key project management features:

  • Visually appealing drag-and-drop Kanban boards
  • Intuitive Timeline view
  • User-friendly interface

4. Teamwork

Price: Starts at $12 per user/month; free 30-day trial available

Teamwork is another project management tool loaded with collaboration, resource management, and client relationship management features. Pre-built templates, Gantt chart views, and other visual layouts give you an overview of your big projects.

Its sales pipeline management can help you streamline your sales process by organizing and managing your leads. Syncing your email client with Teamwork CRM lets you send and receive emails from within your leads. 

Want to save time on creating reports? Teamwork can track the metrics important to your team and even help you forecast sales.

Another handy Teamwork CRM feature is its contact management, which consolidates and stores all information about your leads, prospects, and customers. You can also add custom fields to your forms to capture useful information for your business.

Key CRM features:

  • Sales pipeline management
  • Contact and email management
  • Sales forecasting and reporting

Key project management features:

  • Time tracking
  • Resource management
  • Kanban board view and Gantt chart

Ready to pick one of these ClickUp alternatives?

If your company is looking to manage its customer relationships and conversations, track sales performance, or build a standardized sales process, a dedicated CRM with project management features provides better functionalities than a task management tool with CRM templates like ClickUp.

A user-friendly and affordable CRM is likely your best bet for a ClickUp alternative. Using a software intended to function as a CRM can help your team members increase their productivity and close deals faster and more efficiently.

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