ClickUp vs Pipeliner CRM Reviews & Pricing In 2025

Want to know if ClickUp or Pipeliner CRM is the better or cheaper CRM software?

We compare them below on over 150 different metrics to help you make the right decision.

ClickUp vs Pipeliner CRM Reviews

	ClickUp	Pipeliner CRM
Trustpilot Rating	3.2	4.8
Number of Trustpilot Reviews	273	75
iPhone App Rating	4.6	4.4
Number of iPhone App Reviews	4,200	14
Android App Rating	3.2	4.2
Number of Android App Reviews	12,700	792

Sources

ClickUp vs Pipeliner CRM Pricing

	ClickUp	Pipeliner CRM
Free Plan	Yes	No
Free Plan Limits	For personal use	NA
Free Trial	No	Yes
Free Trial Length	NA	14 day
Cheapest Plan Name	Unlimited	Starter
Cheapest Plan Cost Per Month	$19	$115
Mid Priced Plan Name	Business	Enterprise
Mid Priced Plan Cost Per Month	$19	$115
Top Plan Name	Enterprise	Unlimited
Top Plan Cost Per Month	Not Listed	$150

ClickUp vs Pipeliner CRM Features

ClickUp Unlimited vs Pipeliner CRM Starter

ClickUp Unlimited

Pipeliner CRM Starter

Unlimited Tasks
Unlimited Free Plan Members
Two-Factor Authentication
Collaborative Docs
Whiteboards
Everything View
Real-Time Chat
Kanban Boards
Sprint Management
Calendar View
Custom Field Manager Basic
In-App Video Recording
24/7 Support
Unlimited Storage
Unlimited Integrations
Unlimited Dashboards
Guests with Permissions
Unlimited Gantt Charts
Unlimited Custom Fields
Column Calculations
Email in ClickUp
Teams (User Groups)
Native Time Tracking
Goals & Portfolios
Form View
Resource Management
Agile Reporting
AI Compatible

Key Account Management
Account Management
Contact Management
Visual Opportunity and Lead Buying Center
Account Health
Unlimited Accounts & Contacts
Import Accounts and Contacts from CSV files
Custom Template Docs (Office 365 and Google Docs)
Custom Template Spreadsheets (Office 365 and Google Docs)
Notes Management
Unlimited Leads & Opportunities
Opportunity and Lead Pipeline View
Opportunity, Lead, Account, Contact, and Activity List View
Opportunity, Lead, Account and Contact Compact View
Opportunity, Lead, Account & Contact Map View
Dynamic Velocity View
Dynamic Target Views
Target Multiple KPIs
Custom Profile Views
Calling Integration (over Mobile)
Custom Template Docs (Office 365 and Google Docs)
Custom Template Spreadsheets (Office 365 and Google Docs)
Sales Force Automation
Custom Activities per Pipeline Stages (Sales Activities)
Visual Opportunity and Lead Buying Center
Lead Management
Opportunity Management
Quote Version Management
Email Automation
Email Integration
Approvals Processes
Reporting Engine
Standard Table Reports
Pivot Table Reports
Custom Dashboards
Project Engine
Multiple Custom Projects
Gantt View
Objective View
Communications & Activities
Online Forms
Document Management
Advanced Document Management
Reminders
Feeds (Built-in Internal Messaging)
AI Email Assistant
Email Sequencing
Email Personalization
Customizable Email Templates (Text & HTML)
Mass Email Tracking
Calling & Text Messages
Appointment Scheduler
Task Management
Appointment Management
Unlimited Tasks & Appointments
Task and Appointment Calendar View
Recurring Tasks
Process/Workflow Automation****
Automatizer
Backend Functions & Administration
Custom Entities
Bulk Ownership Updates
Import Accounts & Contacts from CSV files
Import open Leads & Opportunities from CSV files
Export Accounts/Contacts to Excel/CSV
Export Leads/Opportunities to Excel/CSV
Bulk Updates Opportunities/Leads/Accounts/Contacts/Activities
Merge Contact & Accounts
Custom Pipeline Stages
Custom Fields for Opportunity, Lead, Account and Contact Form
Custom Standard Fields for Products
Unlimited Custom Fields
Custom Field Description/User Hint
Custom Web Resource Fields
Custom Fields Calculations
Custom Fields Validation Rules
Custom Fields Pick-Lists
Custom Fields Dynamic Dropdowns
Custom Fields Auto-Number Fields
Custom Products and Services Catalog
Multiple Custom Pipelines
Custom Fields per Pipeline Stages (Sales Actions)
Custom Business Units
Custom Record Preview
SSL Encryption
Encryption at Rest
GDPR Compliance
30 MB Attachment Limits
Attachment Type Restrictions
Email Domain Restrictions
Daily Database Backups
2-factor Authentication
Application Integration**
Automation Hub Integrations**
Microsoft Integrations
Office 365 Automatic Email Sync
Office 365 Inbox Add-In for Outlook
Contacts Sync to Outlook (Office 365)
Tasks Sync to Outlook (Office 365)
Appointments Sync to Outlook (Office 365)
Send and Track Emails directly from PL (Office 365)
Mass Email Tracking (Office 365)
Customizable Email Templates (Office 365)
Custom Word and Excel Templates
Save Email Attachments to Pipeliner Records
Google Suite Integrations
Gmail Automatic Email Sync
Chrome Extension: Gmail Inbox App
Google Contacts Sync
Google Tasks Sync
Google Appointments Sync
Send and Track Emails directly from PL (Gmail)
Mass Email Tracking (Gmail)
Customizable Email Templates (Gmail)
Chrome Extension: Web Clipper
Custom Google Doc and Google Sheets Templates
Save Email Attachments to Pipeliner Records
Google Drive Integration
Add-ons
Business Card Scanner
Geolocation
Autoprofiler
Mobile App
Mobile Apps (iOS and Android)
Calling Integration (over Mobile)
Education and Technical Support
In app Product Tours
In app, context sensitive Help
Extensive, searchable Knowledge Base
YouTube Videos
Online Chat (8×5)
Email Technical Support (8×5)
Back-up export › (script executed on demand)*
Professional Services*
Admin Training (Online course)*

ClickUp Business vs Pipeliner CRM Enterprise

ClickUp Business

Pipeliner CRM Enterprise

Unlimited Tasks
Unlimited Free Plan Members
Two-Factor Authentication
Collaborative Docs
Whiteboards
Everything View
Real-Time Chat
Kanban Boards
Sprint Management
Calendar View
Custom Field Manager Basic
In-App Video Recording
24/7 Support
Unlimited Storage
Unlimited Integrations
Unlimited Dashboards
Guests with Permissions
Unlimited Gantt Charts
Unlimited Custom Fields
Column Calculations
Email in ClickUp
Teams (User Groups)
Native Time Tracking
Goals & Portfolios
Form View
Resource Management
Agile Reporting
AI Compatible
Google SSO
Unlimited Teams
Custom Exporting
Advanced Public Sharing
Advanced Automations
Advanced Dashboard Features
Advanced Time Tracking
Granular Time Estimates
Timesheets
Workload Management
Timelines & Mind Maps
Goal Folders
AI Compatible

Key Account Management
Account Management
Contact Management
Account Hierarchy
Account Relationship Mapping
Contact Relationship Mapping
Visual Account and Contact Org Chart
Visual Opportunity and Lead Buying Center
Account Matrix View
Account Health
Unlimited Accounts & Contacts
Import Accounts and Contacts from CSV files
Custom Template Docs (Office 365 and Google Docs)
Custom Template Spreadsheets (Office 365 and Google Docs)
Notes Management
Unlimited Leads & Opportunities
Opportunity and Lead Pipeline View
Opportunity, Lead, Account, Contact, and Activity List View
Opportunity, Lead, Account and Contact Compact View
Opportunity, Lead, Account & Contact Map View
Dynamic Velocity View
Dynamic Target Views
Target Multiple KPIs
Custom Profile Views
Calling Integration (over Mobile)
Navigator Dashboard
Opportunity and Lead Archive View
Multiple Currencies
Custom Template Docs (Office 365 and Google Docs)
Custom Template Spreadsheets (Office 365 and Google Docs)
Opportunity Bubble Chart View
In-App Notifications
Sales Force Automation
Custom Activities per Pipeline Stages (Sales Activities)
Visual Opportunity and Lead Buying Center
Lead Management
Opportunity Management
Quote Version Management
Email Automation
Email Integration
Company Emails
Approvals Processes
Reporting Engine
Standard Table Reports
Pivot Table Reports
Custom Dashboards
Advanced Reports
Scheduled Reports
Audit
Analytics Engine
Forecasts & Quotas
Insights
Project Engine
Multiple Custom Projects
Gantt View
Objective View
Communications & Activities
Online Forms
Document Management
Advanced Document Management
Reminders
Feeds (Built-in Internal Messaging)
AI Email Assistant
Email Sequencing
Email Personalization
Customizable Email Templates (Text & HTML)
Mass Email Tracking
Calling & Text Messages
Appointment Scheduler
Task Management
Appointment Management
Unlimited Tasks & Appointments
Task and Appointment Calendar View
Tasks Board View
Appointment Timezone Checker
Recurring Tasks
Activities 1-to-Many to Any
Process/Workflow Automation****
Automatizer
Backend Functions & Administration
Custom Entities
Custom User Roles and Permissions
Bulk Ownership Updates
Import Accounts & Contacts from CSV files
Import open Leads & Opportunities from CSV files
Export Accounts/Contacts to Excel/CSV
Export Leads/Opportunities to Excel/CSV
Bulk Updates Opportunities/Leads/Accounts/Contacts/Activities
Merge Contact & Accounts
Custom Pipeline Stages
Custom Fields for Opportunity, Lead, Account and Contact Form
Custom Standard Fields for Products
Unlimited Custom Fields
Custom Field Description/User Hint
Custom Web Resource Fields
Custom Fields Calculations
Custom Fields Validation Rules
Custom Fields Pick-Lists
Custom Fields Dynamic Dropdowns
Custom Fields Auto-Number Fields
Custom Products and Services Catalog
Multiple Custom Pipelines
Custom Fields per Pipeline Stages (Sales Actions)
Custom Business Units
Custom Record Preview
Custom Accounts Relations
Custom Standard Fields for Activities
Custom Activity Types
Custom Fields Field Permissions
Multiple Form Views
Lookup Field
Rollup Field
SSL Encryption
Encryption at Rest
GDPR Compliance
30 MB Attachment Limits
Attachment Type Restrictions
Email Domain Restrictions
Audit Log
Daily Database Backups
Sandbox Environment*
2-factor Authentication
Application Integration**
API Call Limits***
Automation Hub Integrations**
Single Sign-On (SAML 2.0)
Custom (Bespoke) Integration possible
Microsoft Integrations
Office 365 Automatic Email Sync
Office 365 Inbox Add-In for Outlook
Contacts Sync to Outlook (Office 365)
Tasks Sync to Outlook (Office 365)
Appointments Sync to Outlook (Office 365)
Send and Track Emails directly from PL (Office 365)
Mass Email Tracking (Office 365)
Customizable Email Templates (Office 365)
Custom Word and Excel Templates
Save Email Attachments to Pipeliner Records
SharePoint Integration
Google Suite Integrations
Gmail Automatic Email Sync
Chrome Extension: Gmail Inbox App
Google Contacts Sync
Google Tasks Sync
Google Appointments Sync
Send and Track Emails directly from PL (Gmail)
Mass Email Tracking (Gmail)
Customizable Email Templates (Gmail)
Chrome Extension: Web Clipper
Custom Google Doc and Google Sheets Templates
Save Email Attachments to Pipeliner Records
Google Drive Integration
Add-ons
Business Card Scanner
Geolocation
Autoprofiler
Mobile App
Mobile Apps (iOS and Android)
Calling Integration (over Mobile)
Education and Technical Support
In app Product Tours
In app, context sensitive Help
Extensive, searchable Knowledge Base
YouTube Videos
Online Chat (8×5)
Email Technical Support (8×5)
Back-up export › (script executed on demand)*
Assigned Account Manager
Prioritized Technical Support*
Pipeliner Quarterly Review
Professional Services*
Admin Training (Online course)*
Onboarding Consultancy and Customization*
Workflow/Automation Consultancy*
User Training (Web Sessions with Pipeliner Trainer)*
Manager Training (Web Sessions with Pipeliner Trainer)*
Admin Training (Web Sessions with Pipeliner Trainer)*
Onsite Training*
Standard Data Import from CSV*
Custom Data Migration*

ClickUp Enterprise vs Pipeliner CRM Unlimited

ClickUp Enterprise

Pipeliner CRM Unlimited

Unlimited Tasks
Unlimited Free Plan Members
Two-Factor Authentication
Collaborative Docs
Whiteboards
Everything View
Real-Time Chat
Kanban Boards
Sprint Management
Calendar View
Custom Field Manager Basic
In-App Video Recording
24/7 Support
Unlimited Storage
Unlimited Integrations
Unlimited Dashboards
Guests with Permissions
Unlimited Gantt Charts
Unlimited Custom Fields
Column Calculations
Email in ClickUp
Teams (User Groups)
Native Time Tracking
Goals & Portfolios
Form View
Resource Management
Agile Reporting
AI Compatible
Google SSO
Unlimited Teams
Custom Exporting
Advanced Public Sharing
Advanced Automations
Advanced Dashboard Features
Advanced Time Tracking
Granular Time Estimates
Timesheets
Workload Management
Timelines & Mind Maps
Goal Folders
AI Compatible
White Labeling
Advanced Permissions
Conditional Logic in Forms
Enterprise API
Unlimited Custom Roles
Team Sharing for Spaces
Universal Search
Default Personal Views
MSA & HIPAA Available
Single Sign-On (SSO)
SCIM provisioning
Custom Capacity in Workload
Live Onboarding Training
Customer Success Manager
Access to Managed Services
US, EU & APAC Data Residency
AI Compatible

Key Account Management
Account Management
Contact Management
Account Hierarchy
Account Relationship Mapping
Contact Relationship Mapping
Visual Account and Contact Org Chart
Visual Opportunity and Lead Buying Center
Whitespace
Account Matrix View
Account Health
Unlimited Accounts & Contacts
Import Accounts and Contacts from CSV files
Custom Template Docs (Office 365 and Google Docs)
Custom Template Spreadsheets (Office 365 and Google Docs)
Notes Management
Account Plans
Unlimited Leads & Opportunities
Opportunity and Lead Pipeline View
Opportunity, Lead, Account, Contact, and Activity List View
Opportunity, Lead, Account and Contact Compact View
Opportunity, Lead, Account & Contact Map View
Dynamic Velocity View
Dynamic Target Views
Target Multiple KPIs
Custom Profile Views
Calling Integration (over Mobile)
Navigator Dashboard
Opportunity and Lead Archive View
Multiple Currencies
Custom Template Docs (Office 365 and Google Docs)
Custom Template Spreadsheets (Office 365 and Google Docs)
Opportunity Bubble Chart View
In-App Notifications
Sales Force Automation
Custom Activities per Pipeline Stages (Sales Activities)
Visual Opportunity and Lead Buying Center
Lead Management
Opportunity Management
Quote Version Management
Email Automation
Email Integration
Company Emails
Approvals Processes
Reporting Engine
Standard Table Reports
Pivot Table Reports
Custom Dashboards
Advanced Reports
Scheduled Reports
Audit
Analytics Engine
Forecasts & Quotas
Insights
Project Engine
Multiple Custom Projects
Gantt View
Objective View
Communications & Activities
Online Forms
Document Management
Advanced Document Management
Reminders
Feeds (Built-in Internal Messaging)
AI Email Assistant
Email Sequencing
Email Personalization
Customizable Email Templates (Text & HTML)
Mass Email Tracking
Calling & Text Messages
Appointment Scheduler
Task Management
Appointment Management
Unlimited Tasks & Appointments
Task and Appointment Calendar View
Tasks Board View
Appointment Timezone Checker
Recurring Tasks
Activities 1-to-Many to Any
Process/Workflow Automation****
Automatizer
Backend Functions & Administration
Custom Entities
Custom User Roles and Permissions
Bulk Ownership Updates
Import Accounts & Contacts from CSV files
Import open Leads & Opportunities from CSV files
Export Accounts/Contacts to Excel/CSV
Export Leads/Opportunities to Excel/CSV
Bulk Updates Opportunities/Leads/Accounts/Contacts/Activities
Merge Contact & Accounts
Custom Pipeline Stages
Custom Fields for Opportunity, Lead, Account and Contact Form
Custom Standard Fields for Products
Unlimited Custom Fields
Custom Field Description/User Hint
Custom Web Resource Fields
Custom Fields Calculations
Custom Fields Validation Rules
Custom Fields Pick-Lists
Custom Fields Dynamic Dropdowns
Custom Fields Auto-Number Fields
Custom Products and Services Catalog
Multiple Custom Pipelines
Custom Fields per Pipeline Stages (Sales Actions)
Custom Business Units
Custom Record Preview
Custom Accounts Relations
Custom Standard Fields for Activities
Custom Activity Types
Custom Fields Field Permissions
Multiple Form Views
Lookup Field
Rollup Field
SSL Encryption
Encryption at Rest
GDPR Compliance
30 MB Attachment Limits
Attachment Type Restrictions
Email Domain Restrictions
Audit Log
Daily Database Backups
Sandbox Environment*
2-factor Authentication
Application Integration**
API Call Limits***
Automation Hub Integrations**
Single Sign-On (SAML 2.0)
Custom (Bespoke) Integration possible
Microsoft Integrations
Office 365 Automatic Email Sync
Office 365 Inbox Add-In for Outlook
Contacts Sync to Outlook (Office 365)
Tasks Sync to Outlook (Office 365)
Appointments Sync to Outlook (Office 365)
Send and Track Emails directly from PL (Office 365)
Mass Email Tracking (Office 365)
Customizable Email Templates (Office 365)
Custom Word and Excel Templates
Save Email Attachments to Pipeliner Records
SharePoint Integration
Google Suite Integrations
Gmail Automatic Email Sync
Chrome Extension: Gmail Inbox App
Google Contacts Sync
Google Tasks Sync
Google Appointments Sync
Send and Track Emails directly from PL (Gmail)
Mass Email Tracking (Gmail)
Customizable Email Templates (Gmail)
Chrome Extension: Web Clipper
Custom Google Doc and Google Sheets Templates
Save Email Attachments to Pipeliner Records
Google Drive Integration
Add-ons
Business Card Scanner
Geolocation
Autoprofiler
Mobile App
Mobile Apps (iOS and Android)
Calling Integration (over Mobile)
Education and Technical Support
In app Product Tours
In app, context sensitive Help
Extensive, searchable Knowledge Base
YouTube Videos
Online Chat (8×5)
Email Technical Support (8×5)
Back-up export › (script executed on demand)*
Assigned Account Manager
Prioritized Technical Support*
Pipeliner Quarterly Review
Professional Services*
Admin Training (Online course)*
Onboarding Consultancy and Customization*
Workflow/Automation Consultancy*
User Training (Web Sessions with Pipeliner Trainer)*
Manager Training (Web Sessions with Pipeliner Trainer)*
Admin Training (Web Sessions with Pipeliner Trainer)*
Onsite Training*
Standard Data Import from CSV*
Custom Data Migration*

ClickUp vs Pipeliner CRM Integrations

ClickUp	Pipeliner CRM
Slack GitHub HubSpot Toggl Harvest OneDrive Zendesk Twilio Miro Zapier	Office 365 Hubspot Zendesk PandaDoc Zapier Jira Zoom Dropbox FullContact Tray.io

* Please note that the list above may not be complete please check each company’s website for a complete list.

Other Included Features

	ClickUp	Pipeliner CRM
API	Yes	Yes
Outlook Integration	Yes	Yes
Gmail Integration	Yes	Yes
QuickBooks Integration	No	Yes
Shopify Integration	No	Yes
WordPress Integration	No	No
Mailchimp Integration	No	Yes
WhatsApp integration	No	No
Facebook Integration	No	Yes
LinkedIn Integration	No	No
Twitter/X Integration	No	Yes
Google Calendar Integration	Yes	Yes
Excel Integration	No	Yes
Office 365 Integration	No	Yes
Google Sheets Integration	Yes	No
Xero Integration	No	Yes
Notion Integration	No	No
Asana Integration	Yes	Yes
Trello Integration	Yes	Yes
Zapier Integration	Yes	Yes
Invoicing	Yes	No
Marketing Automation	Yes	Yes
Email Marketing	Yes	No
SMS & Text Messaging	No	No
Project Management	Yes	Yes
AI	Yes	Yes
Voip & Telephony Integration	No	No
Dialer	No	No
Contract Management	No	Yes
Inventory Management	No	No
Quoting	Yes	Yes
Drip Marketing	No	Yes
Customer Portal	Yes	No
Appointment Scheduling	No	Yes
Workflow Automation & Management	Yes	Yes
ERP	No	No
Order Management	No	No
Ticketing System	Yes	No
Call Recording	No	Yes
Call Tracking	No	No
Task Management	Yes	Yes
Paypal & Payment Processing	Yes	No
Document Management	Yes	Yes
Shared Inbox	No	No
Create Landing Pages	No	Yes
Chat Function	Yes	Yes
Website Builder	No	No
Help Desk	Yes	Yes
GPS Tracking	No	No
Loyalty Program	No	No
Cloud Storage	Yes	Yes
Document Storage	Yes	Yes
Mapping	Yes	Yes

ClickUp vs Pipeliner CRM Industry Specific CRM Solutions

The following comparison looks at whether or not ClickUp or Pipeliner CRM have dedicated landing pages explaining how their CRM software could be used for each industry.

	ClickUp	Pipeliner CRM
Accountants & Accounting Firms	No	No
Architects & Architecture Firms	Yes	No
Automotive Industry	No	No
Banks & Banking	Yes	Yes
Call Centers	No	No
Car & Auto Dealerships	No	No
Charity & Non-profit	Yes	No
Churches	Yes	No
Cleaners & Cleaning Businesses	Yes	No
Coaches	Yes	No
Consultants & Consulting Firms	Yes	Yes
Construction	No	No
Contractors	No	No
Co-working	No	No
Credit Unions	No	No
Customer Service	No	No
Dentists	Yes	No
Doctors	Yes	No
Ecommerce	No	No
Email Marketing	Yes	No
Electricians & Electrical Contractors	Yes	No
Engineers & Engineering Firms	Yes	No
Event Management	Yes	No
Field Service	No	No
Financial Advisors & Services	No	Yes
Freight Brokers & Forwarders	Yes	No
Government & Public Sector	Yes	No
Graphic Designers & Creatives	Yes	No
Gyms	Yes	No
Healthcare Providers	No	No
Hotels & Hospitality	No	No
HVAC	Yes	No
Insurance Agents	No	Yes
Investment Banking	Yes	No
Landscapers	Yes	No
Lawyers & Law Firms	No	No
Logistics	Yes	Yes
Manufacturing	Yes	Yes
Marketing	Yes	No
Mortgage Brokers & Loan Offices	No	No
Movers & Moving Companies	No	No
Museums	Yes	No
Personal Trainers	Yes	No
Photographers	Yes	No
Plumbers	Yes	No
Political Campaigns	Yes	No
Private Equity	Yes	No
Professional Services	Yes	No
Property Management	Yes	No
Real Estate	No	No
Recruiting & Recruitment Agencies	No	No
Restaurants	Yes	No
Retail	No	No
Roofers & Roofing	No	No
SaaS	Yes	No
Schools	Yes	No
Senior Living	No	No
Solar Businesses	Yes	No
Sports Teams	Yes	No
Staffing Agencies	No	No
Telemarketing	Yes	No
Therapists	Yes	No
Tour Operators	No	No
Travel Agents	Yes	No
Universities, College & Higher Education	Yes	No
Web Designers	Yes	No
Wholesalers & Distributors	Yes	No

ClickUp vs Pipeliner CRM Pros & Cons

ClickUp Pros Free plan Strong feature releases frequently Useful “Chat” view for collaboration	Pipeliner CRM Pros Features various data viewing options Email Sequences functionality Intuitiveness and visual nature of the application
ClickUp Cons Clunky automation builder Sub-tasks within a main tasks can be very confusing Steep learning curve	Pipeliner CRM Cons Limited customization Expensive No Free plan

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