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Salesforce Essentials vs ClickUp Comparison

Last updated:

Salesforce Essentials

4.2(963 reviews)

Starting at $25 /User/Month

  • Free Trial
  • Small Business

Salesforce Essentials includes a complete set of customer relationship management software, the industry’s leading customer service solution, Salesforce Chatter, and training to get you up and running quickly in the clou…

ClickUp

4.4(8,714 reviews)

Starting at $7 /User/Month

  • Free Trial
  • Freelancers / Consultants
  • Large Enterprises

ClickUp is a versatile cloud-based project management platform designed to cater to both individual project needs and the complex demands of enterprise-level teams. Offering a customizable planning experience, it allows…

ClickUp leads on user satisfaction with a 4.4-star rating across 8,714 reviews.

Salesforce Essentials vs ClickUp — at a glance

FeatureSalesforce EssentialsClickUp
Rating4.2 / 54.4 / 5
Reviews9638,714
Starting price$25 /User/Month$7 /User/Month
Free trial Yes Yes
Free version No No
Best forSmall BusinessFreelancers / Consultants, Large Enterprises, Medium Business
CategoryCRM SoftwareCollaboration Software
Integrations1+ apps
PlatformsSaaS/Web/Cloud, Mobile - Android, Mobile - iOSSaaS/Web/Cloud, Mobile - Android, Mobile - iOS, Installed - Windows, Installed - Mac
APIAvailableAvailable
Support modesOnline24/7 (Live rep), Business Hours, Online
CertificationsSOC 2, HIPAA, GDPR
Data residencyGlobalGlobal

Key differences between Salesforce Essentials and ClickUp

  • Pricing: Salesforce Essentials starts at $25 /User/Month, while ClickUp starts at $7 /User/Month.
  • Target audience: Salesforce Essentials is built for Small Business, while ClickUp targets Freelancers / Consultants and Large Enterprises.
  • User satisfaction: ClickUp scores higher with a 4.4-star average.
  • Deployment: Salesforce Essentials supports SaaS/Web/Cloud, Mobile - Android, Mobile - iOS; ClickUp supports SaaS/Web/Cloud, Mobile - Android, Mobile - iOS, Installed - Windows, Installed - Mac.

Salesforce Essentials vs ClickUp — find the better fit before you commit.

01

Which tool fits your team best

02

Which is actually cheaper for your team size

03

Where each product wins, per real buyers

Most CRM Software tools look identical on paper. This comparison cuts to the differences that matter — pricing structure, team fit, and what real buyers found after signing up.

Salesforce Essentials - CRM Software
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ClickUp - Collaboration Software
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Biggest differences

Start here before you go deeper into features.

Salesforce Essentials

Best for

Small Business

ClickUp

Best for customizable, all-in-one project management in mid-to-large teams.

Choose if
  • You need highly customizable workflows adaptable to diverse project methods.
  • Your team values an intuitive interface that streamlines task and workflow management.
  • You want a single platform consolidating tasks, docs, goals, and chat.
Consider alternatives if
  • Your team lacks technical expertise and may struggle with a steep learning curve.
  • You require extensive third-party app integrations and marketplace connectors.

Salesforce Essentials typically suits Small Business. ClickUp tends to fit Freelancers / Consultants and Large Enterprises better. The right choice depends on your team size, workflow, and whether a free trial matters.

Description

Salesforce Essentials includes a complete set of customer relationship management software, the industry’s leading customer service solution, Salesforce Chatter, and training to get you up ... Read More about Salesforce Essentials

ClickUp is a versatile cloud-based project management platform designed to cater to both individual project needs and the complex demands of enterprise-level teams. Offering a customizable ... Read More about ClickUp

Entry Level Pricing

  • Starts from $25 , Billed Yearly
  • Starts from $7 , yearly

Free Trial Availability

SpotScore

What's this? ↗

8.7/10

9.8/10

User Ratings

Based on verified Spotsaas reviews

Best Company Size

50-500 employeesLarge enterprises
Get pricing help
Get pricing help

Where each option fits best

See where each product is strongest, which teams it fits, and what causes buyers to keep looking — before you commit.

Based on buyer reviews and verified product data collected by Spotsaas.

Strengths

Key strengths

ClickUp

  • Streamlined Project Management: ClickUp offers an intuitive platform that simplifies project management, allowing teams to easily collaborate, set priorities, and track progress. As a manager, you’ll find that this clarity boosts productivity across your organization.
  • Customizable Workflows: ClickUp's flexible features let you design workflows for your specific needs. Whether you're an administrator looking to speed up processes or an executive wanting a bird's-eye view of operations, this adaptability keeps everyone aligned.
  • All-in-One Tool: Say goodbye to juggling multiple applications. ClickUp brings together tasks, docs, goals, and chat in one smooth experience. This means less time switching between tools and more time focusing on what truly matters—driving results.
Best fit

Best fit

ClickUp

  • 50 to 500 employees
  • Martech, SaaS, Consulting, Fintech, Project Management, and Creative Agencies
  • Project Managers, Product Managers, Marketing Coordinators, Team Leaders, and Operations Managers
Watchouts

Reasons buyers look elsewhere

ClickUp

  • Simpler interfaces appeal to teams with low technical expertise — Asana and Monday.com both score higher on ease-of-use reviews
  • Overwhelming feature set drives migration to Trello, Jira, or Notion for teams needing focused workflows without configuration overhead
  • Lower-cost alternatives like Asana ($10.99/user/month) and Monday.com ($8/user/month) compete on price; ClickUp starts at $7/user/month but requires paid add-ons for core features

Software Demo

Demo

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How do Salesforce Essentials and ClickUp Compare on Features?

Total Features

8 Features

44 Features

Unique Features

No unique features

No unique features

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Get Quote

Compare Salesforce Essentials and ClickUp on pricing

Review starting price, plan structure, and free-trial access side by side so you can see which option fits your budget and buying process.

Pricing Option

      Starting From

      • $25 , Billed Yearly
      • $7 , yearly

      Pricing Plans

      • Salesforce Essentials

        • Manage contacts

        • Track relationships and deals

        • Respond to customers

        Show more +

      • Free

        Free

        • 100MB Storage

        • Unlimited Tasks

        • Unlimited Free Plan Members

        Show more +

      • Unlimited

        $10

        /user/month

        • Includes features of Free plan, plus

        • Unlimited Storage

        • Unlimited Integrations

        Show more +

      • Business

        $19

        /user/month

        • Includes features of Unlimited plan, plus

        • Google SSO

        • Unlimited Teams

        Show more +

      • Browse all pricing plans

      Pricing Page

      Salesforce Essentials pricing
      ClickUp pricing

      Other Details

      Organization Types supported

      • Freelancers
      • Large Enterprises
      • Medium Business
      • Small Business
      • Individuals
      • Freelancers
      • Large Enterprises
      • Medium Business
      • Small Business
      • Individuals

      Platforms Supported

      • Browser Based (Cloud)
      • Mobile - Android
      • Mobile - iOS
      • Installed - Windows
      • Installed - Mac
      • Browser Based (Cloud)
      • Browser Based (Cloud)
      • Mobile - Android
      • Mobile - iOS
      • Installed - Windows
      • Installed - Mac
      • Browser Based (Cloud)

      Modes of support

      • 24/7 (Live rep)
      • Business Hours
      • Online
      • 24/7 (Live rep)
      • Business Hours
      • Online

      API Support

      • Available
      • Available
      Get help choosing
      Get help choosing

      Security & Compliance

      Certifications, data handling, and security controls for IT and compliance evaluators.

      SOC 2

      ✓ Yes

      HIPAA

      ✗ No
      ✓ Yes

      GDPR

      ✓ Yes

      ISO 27001

      ✗ No

      Single Sign-On (SSO)

      ✓ Yes

      Multi-Factor Auth (MFA)

      ✓ Yes

      Data Encryption

      ✓ Yes

      Audit Logs

      ✓ Yes

      Data Residency

      🌐 Global
      🌐 Global

      Salesforce Essentials User Reviews & Rating Comparison

      User Ratings

      Rating Distribution

      28

      10

      0

      0

      0

      2702

      171

      6

      5

      5

      Spotsaas Editor’s POV generated by AI

      Buyer sentiment

      Buyer sentiment is positive across 38 reviews, with strong overall satisfaction.

      What buyers like

      • Adapts to specific business needs through customizable fields, workflows, and a wide variety of third-party app integrations.
      • Interface works for both admins and end users, easing adoption and daily operations.
      • Out-of-the-box functionality enables quick implementation with minimal setup.

      Common complaints

      • The breadth of customization options can overwhelm new users or small businesses without dedicated technical support.
      • The interface can feel clunky or hard to navigate, especially for first-time users and non-technical team members.
      • Documentation and tutorials are inconsistent and often lack localization, making advanced features harder to learn in some regions.

      Buyer sentiment

      Overall positive sentiment highlighting versatility, customization, and strong customer support, tempered by concerns over initial learning difficulty and limited marketplace options.

      What buyers like

      • Customizability
      • Ease of use
      • Customer support

      Common complaints

      • Steep learning curve
      • Limited marketplace integrations

      Pros and Cons

      • Comprehensive feature set supports diverse business needs.

      • Strong customer service tools enhance client interactions.

      • Cloud-based access allows for remote collaboration.

      • Complexity may overwhelm new users.

      • Higher pricing could be a barrier for small businesses.

      • Highly customizable workflows adaptable to diverse project management methods

      • Intuitive and user-friendly interface for efficient task and workflow management

      • Responsive customer support that prioritizes user feedback

      • Steep learning curve for new users without technical expertise

      • Limited visibility and availability of additional apps and connectors in marketplace

      Positive Reviews

      No reviews available for the product

      No reviews available for the product

      Used Salesforce Essentials or ClickUp? Tell buyers what actually differs.

      Integrations

      Integration with other apps

      No Integration information available.

      List of Customers

      Customers

      Mashgin

      Mashgin

      Samsung

      Samsung

      IBM

      IBM

      Booking.com

      Booking.com

      Media and Screenshots

      Screenshots

      2 Screenshots

      ClickUp

      5 Screenshots

      Videos

      video-0

      2 Videos

      video-0

      5 Videos

      Top Alternatives to Salesforce Essentials and ClickUp in 2026

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      Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

      Frequently asked questions

      Which is better, Salesforce Essentials or ClickUp?
      ClickUp edges out the other on user ratings (4.4 vs 4.2). That said, the best pick depends on your use case — use the comparison tables above to evaluate each dimension.
      Do Salesforce Essentials and ClickUp offer a free trial?
      Yes, both Salesforce Essentials and ClickUp offer a free trial.
      What is the starting price of Salesforce Essentials vs ClickUp?
      Salesforce Essentials starts at $25 /User/Month. ClickUp starts at $7 /User/Month.
      What are the top alternatives to Salesforce Essentials?
      Top alternatives to Salesforce Essentials include Bigin by Zoho CRM, ClickUp, Zoho CRM, Freshsales, HubSpot CRM.
      What are the top alternatives to ClickUp?
      Top alternatives to ClickUp include Basecamp, Trello, TeamGantt, Asana, Teamwork.