AI CRM suite
Work-management platform
HelloGrowthCRM vs ClickUp: Keep ClickUp for Projects, Sell in a CRM
Last verified against ClickUp's own pricing and product pages.
Quick verdict
Should you switch from ClickUp to HelloGrowthCRM?
Decide on evidence.
- Step 1
List must-haves
Pipeline, WhatsApp, calling, reports
- Step 2
Price your team
Cost per user at your real team size
- Step 3
Trial with real leads
A week of genuine follow-up
- Step 4
Check the extras
AI, automation and integrations you need
- Step 5
Plan the move
Export, import and go live
HelloGrowthCRM's free plan lets you run step 3 on real leads before paying.
Who should choose which
Small sales teams, agencies and service businesses that built a CRM inside ClickUp from a template and now need it to call, email and quote. HelloGrowthCRM gives each person a dialer, sequences, a shared inbox, a deal pipeline with a forecast, quotes, invoices and support tickets, with kanban, Gantt and calendar task boards, for $12 per user per month.
Teams whose work is projects, docs and sprints across departments, who want one customisable workspace with whiteboards, goals, AI agents and an AI notetaker that turns meetings into tasks. ClickUp goes further on project customisation than CRM task boards do, and it offers HIPAA on Enterprise; HelloGrowthCRM is not HIPAA compliant.
What ClickUp is, and where a CRM fits
ClickUp is a work-management platform that pitches itself as one app for tasks, docs, chat, goals and whiteboards. Teams build lists, boards, Gantt charts and dashboards, add AI agents and an AI notetaker, and use templates to model other tools, including a CRM. Plans are priced per user, from a free tier to Enterprise, with AI metered in credits (checked 2026-10-28).
HelloGrowthCRM is an AI CRM suite. Leads come in from forms and booking pages with an owner and a follow-up; reps call from the browser, text and email from a shared inbox, and move deals across a pipeline with a forecast. Quotes, invoices and support tickets come from the same record, and task boards carry the work attached to each deal.
The tables on this page show both columns as of 2026-10-28. "Not listed" means ClickUp's own pages do not list the capability. ClickUp has strengths this page does not claim for HelloGrowthCRM, including its AI notetaker, whiteboards and deeper workspace customisation.
To decide, open your ClickUp CRM list and count how many of last week's updates came from a call or an email logged by hand. If the answer is most of them, the CRM is the gap.
The 10 differences that decide it
What buyers comparing ClickUp ask about most. Each ClickUp cell links to ClickUp's own page.
| What you need | Why it matters | HelloGrowthCRM | ClickUp |
|---|---|---|---|
| Call leads from the CRM | Reps dial in one click and every call lands on the lead's timeline. | Included (Growth plan) | Not availableSource, checked 2026-10-28 |
| Automatic follow-up emails | Leads get chased on schedule and the sequence stops when they reply. | Included (Growth plan) | Not availableSource, checked 2026-10-28 |
| One shared inbox | The whole team sees every conversation, so nothing waits on one person. | Included (Growth plan) | LimitedSource, checked 2026-10-28 |
| Quotes from the deal | Pricing goes out in minutes, without copying data into another tool. | Included (Growth plan) | Not availableSource, checked 2026-10-28 |
| Invoices | Bill the customer from the same record that won the deal. | Included (Growth plan) | Not availableSource, checked 2026-10-28 |
| Sales forecast | Know what is likely to close this month before the month ends. | Included (Growth plan) | LimitedSource, checked 2026-10-28 |
| Support tickets | Customer issues get an owner, a status and a history. | Included (Growth plan) | LimitedSource, checked 2026-10-28 |
| Task boards | Delivery and admin work is tracked next to the deals it came from. | Included (Growth plan) | IncludedSource, checked 2026-10-28 |
| AI meeting notes | Meetings are recorded and summarised without anyone taking notes. | Not available | IncludedSource, checked 2026-10-28 |
| HIPAA compliance | Protected health information needs a vendor that signs a BAA. | Not available | Enterprise and aboveSource, checked 2026-10-28 |
What HelloGrowthCRM includes for teams comparing ClickUp
Included in Growth. Each card says what the feature does not do yet.
Task boards
Table, kanban, calendar, Gantt and analytics views with subtasks, dependencies, several assignees and time tracking.
Limit: No voice notes on tasks yet.
Team inbox
Email, SMS, chat, social and WhatsApp conversations in one inbox, with assignment, snooze and mentions.
Limit: AI autopilot drafts and sends on email only.
Power dialer
Dialing sessions that call down a list, with recording and the call outcome logged on the lead.
Limit: Parallel (multi-line) dialing is not offered.
Email sequences
Multi-step follow-up that stops when the lead replies, triggered by stage changes.
Quotes, proposals and invoices
Quotes built from the deal, turned into invoices, plus recurring invoices and AI-drafted proposals.
Limit: Card payments run through a payment provider you connect.
Tickets and SLAs
Tickets from any inbox channel with SLA policies, escalations, watchers and internal notes.
Limit: Automatic ticket assignment is coming soon.
Customer portal
A passwordless portal where customers pay invoices, accept quotes, raise tickets and see bookings.
Limit: There is no vendor or supplier portal.
Report builder
About 24 lead and pipeline reports by stage, source, rep, team and channel, saved and exported.
Limit: Scheduled, emailed reports are coming soon.
What it costs for 5, 10 and 25 users
Year-one cost at list price: HelloGrowthCRM Growth at $12 per user per month, and ClickUp Core at $12 per user per month (billed monthly, from ClickUp's pricing page, checked 2026-10-28).
| Team size | HelloGrowthCRM | ClickUp Core |
|---|---|---|
| 5 users | $720 | $720 |
| 10 users | $1,440 | $1,440 |
| 25 users | $3,600 | $3,600 |
ClickUp Core is $9 per user per month billed yearly. Advanced dashboards, webhooks and timesheets start on Business ($25 a month); custom roles, HIPAA and the Salesforce integration are on Enterprise, and AI is metered in credits on each plan. A team that keeps ClickUp for projects and adds HelloGrowthCRM for sales pays for both.
Try your own team size
ClickUp Core
$1,440 in year one
$12 per user per month, billed monthly.
HelloGrowthCRM Growth
$1,440 in year one
$12 per user per month.
ClickUp price from its pricing page, checked 2026-10-28. Taxes, usage charges and add-ons are not included on either side.
Why teams look past ClickUp
Teams look past ClickUp for sales work for three reasons.
The first is that its CRM is built from tasks. ClickUp's CRM page lists no dialer, texting inbox, quotes or payments (ClickUp CRM page, checked 2026-10-28), so calls and emails happen outside the record.
The second is the plan ladder. ClickUp puts advanced dashboards and timesheets on Business, and custom roles on Enterprise (ClickUp pricing, checked 2026-10-28). HelloGrowthCRM includes the report builder and a task timer on task boards in Growth.
The third is AI cost. ClickUp meters AI in credits on each plan, with top-ups sold separately (ClickUp pricing, checked 2026-10-28). HelloGrowthCRM includes AI lead scoring and AI voice agents in Growth.
Where ClickUp is stronger
- One workspace for projects, docs, chat, whiteboards and goals.
- An AI notetaker that records meetings and turns notes into tasks; HelloGrowthCRM has no meeting notetaker.
- Deep customisation, with many views, custom fields and templates by team and industry.
- HIPAA on Enterprise; HelloGrowthCRM is not HIPAA compliant.
Full capability comparison
48 capabilities in 10 groups. Open a group to see every row.
Records and pipeline (15)
| Capability | HelloGrowthCRM | ClickUp |
|---|---|---|
| Contact and lead records | Included (Growth plan) | Included |
| Create a lead manually | Included (Growth plan) | Included |
| Company and account records | Included (Growth plan) | Limited |
| Custom fields | Included (Growth plan) | Core and above |
| Tags and labels | Included (Growth plan) | Included |
| Saved views and advanced filters | Included (Growth plan) | Included |
| CSV and Excel import | Included (Growth plan) | Included |
| Duplicate merge | Coming soon | Included |
| Activity timeline | Included (Growth plan) | Included |
| Global search | Included (Growth plan) | Included |
| Lead assignment and routing rules | Included (Growth plan) | Included |
| Lead lifecycle stages | Included (Growth plan) | Included |
| Customizable pipeline stages | Included (Growth plan) | Included |
| Lost reason tracking | Included (Growth plan) | Limited |
| Multiple currencies | Included (Growth plan) | Limited |
Lead capture (5)
| Capability | HelloGrowthCRM | ClickUp |
|---|---|---|
| Embeddable web lead form | Included (Growth plan) | Included |
| Email-to-lead capture | Included (Growth plan) | Included |
| Inbound webhook lead capture | Via integration | Business and above |
| Browser extension to save leads | Coming soon | Included |
| Contact and company enrichment | Via integration | Via integration |
Calling and messaging (8)
| Capability | HelloGrowthCRM | ClickUp |
|---|---|---|
| Shared team inbox | Included (Growth plan) | Limited |
| Two-way SMS | Via integration | Limited |
| Gmail sync | Via integration | Included |
| Outlook and Microsoft 365 mail sync | Via integration | Included |
| IMAP and custom SMTP email | Via integration | Included |
| Email templates | Included (Growth plan) | Included |
| Email sequences | Included (Growth plan) | Not available |
| Click-to-call dialer | Included (Growth plan) | Not available |
AI (9)
| Capability | HelloGrowthCRM | ClickUp |
|---|---|---|
| AI assistant chat over CRM data | Included (Growth plan) | Included |
| AI lead scoring | Included (Growth plan) | Limited |
| AI meeting notetaker bot | Not available | Included |
| AI text-to-tasks | Included (Growth plan) | Included |
| Bring your own LLM key | Via integration | Limited |
| AI governance and approval mode | Included (Growth plan) | Enterprise and above |
| Autonomous AI task execution | Beta | Included |
| AI answers from a knowledge base | Included (Growth plan) | Included |
| Multiple prebuilt AI agents | Included (Growth plan) | Included |
Automation (5)
| Capability | HelloGrowthCRM | ClickUp |
|---|---|---|
| Visual workflow automation | Included (Growth plan) | Included |
| Stage requirements | Included (Growth plan) | Limited |
| Zapier | Via integration | Via integration |
| Make (Integromat) | Via integration | Via integration |
| Outbound webhooks | Via integration | Business and above |
Sales execution (1)
| Capability | HelloGrowthCRM | ClickUp |
|---|---|---|
| Pipeline forecasting | Included (Growth plan) | Limited |
Quotes, invoices and payments (2)
| Capability | HelloGrowthCRM | ClickUp |
|---|---|---|
| Quotes | Included (Growth plan) | Not available |
| Invoicing | Included (Growth plan) | Not available |
Tasks and operations (1)
| Capability | HelloGrowthCRM | ClickUp |
|---|---|---|
| Task boards (kanban) | Included (Growth plan) | Included |
Support and customer success (1)
| Capability | HelloGrowthCRM | ClickUp |
|---|---|---|
| Support ticketing | Included (Growth plan) | Limited |
Security and admin (1)
| Capability | HelloGrowthCRM | ClickUp |
|---|---|---|
| HIPAA compliance | Not available | Enterprise and above |
Sources for the ClickUp column (48)
Each ClickUp cell is checked against ClickUp's own documentation or pricing page. A cell that has not been re-checked within 120 days is removed from the table rather than shown out of date.
- Contact and lead records: clickup.com/teams/crm-v2 · checked 2026-10-28
- Create a lead manually: clickup.com/features · checked 2026-10-28
- Company and account records: clickup.com/teams/crm-v2 · checked 2026-10-28
- Custom fields: clickup.com/pricing · checked 2026-10-28
- Tags and labels: clickup.com/features · checked 2026-10-28
- Saved views and advanced filters: clickup.com/pricing · checked 2026-10-28
- CSV and Excel import: clickup.com/integrations · checked 2026-10-28
- Duplicate merge: clickup.com/features · checked 2026-10-28
- Activity timeline: clickup.com/pricing · checked 2026-10-28
- Global search: clickup.com/pricing · checked 2026-10-28
- Lead assignment and routing rules: clickup.com/teams/crm-v2 · checked 2026-10-28
- Lead lifecycle stages: clickup.com/features · checked 2026-10-28
- Customizable pipeline stages: clickup.com/features · checked 2026-10-28
- Lost reason tracking: clickup.com/features · checked 2026-10-28
- Multiple currencies: clickup.com/features · checked 2026-10-28
- Embeddable web lead form: clickup.com/teams/crm-v2 · checked 2026-10-28
- Email-to-lead capture: clickup.com/features · checked 2026-10-28
- Inbound webhook lead capture: clickup.com/pricing · checked 2026-10-28
- Browser extension to save leads: clickup.com/integrations · checked 2026-10-28
- Contact and company enrichment: clickup.com/integrations · checked 2026-10-28
- Shared team inbox: clickup.com/features/inbox · checked 2026-10-28
- Two-way SMS: clickup.com/features · checked 2026-10-28
- Gmail sync: clickup.com/teams/crm-v2 · checked 2026-10-28
- Outlook and Microsoft 365 mail sync: clickup.com/integrations · checked 2026-10-28
- IMAP and custom SMTP email: clickup.com/features · checked 2026-10-28
- Email templates: clickup.com/features · checked 2026-10-28
- Email sequences: clickup.com/pricing · checked 2026-10-28
- Click-to-call dialer: clickup.com/teams/crm-v2 · checked 2026-10-28
- AI assistant chat over CRM data: clickup.com/ · checked 2026-10-28
- AI lead scoring: clickup.com/teams/crm-v2 · checked 2026-10-28
- AI meeting notetaker bot: clickup.com/pricing · checked 2026-10-28
- AI text-to-tasks: clickup.com/teams/crm-v2 · checked 2026-10-28
- Bring your own LLM key: clickup.com/pricing · checked 2026-10-28
- AI governance and approval mode: clickup.com/pricing · checked 2026-10-28
- Autonomous AI task execution: help.clickup.com/hc/en-us/articles/31010910371991-What-are-Super-Agents · checked 2026-10-28
- AI answers from a knowledge base: clickup.com/pricing · checked 2026-10-28
- Multiple prebuilt AI agents: help.clickup.com/hc/en-us/articles/31010910371991-What-are-Super-Agents · checked 2026-10-28
- Visual workflow automation: clickup.com/pricing · checked 2026-10-28
- Stage requirements: clickup.com/features · checked 2026-10-28
- Zapier: clickup.com/pricing · checked 2026-10-28
- Make (Integromat): clickup.com/pricing · checked 2026-10-28
- Outbound webhooks: clickup.com/pricing · checked 2026-10-28
- Pipeline forecasting: clickup.com/teams/crm-v2 · checked 2026-10-28
- Quotes: clickup.com/pricing · checked 2026-10-28
- Invoicing: clickup.com/teams/crm-v2 · checked 2026-10-28
- Task boards (kanban): clickup.com/features/kanban-board · checked 2026-10-28
- Support ticketing: clickup.com/integrations · checked 2026-10-28
- HIPAA compliance: clickup.com/pricing · checked 2026-10-28
Switch from ClickUp in 4 steps
- Export your ClickUp CRM list to CSV.
- Import it into HelloGrowthCRM and map task fields to contact and deal fields on the import screen.
- Set up pipeline stages, a follow-up sequence and calling, and rebuild delivery checklists as task boards.
- Keep ClickUp for projects and run both for a week before you stop tracking deals there.
Your data
Export your ClickUp lists as CSV and import them; custom fields map to HelloGrowthCRM fields on the import screen.
Contract
Nothing to cancel if you keep ClickUp for projects; HelloGrowthCRM is $12 per user per month on the Growth plan.
Learning curve
A guided setup wizard creates the pipeline, stages and fields; you can keep your current stage names.
Get the switching checklist by email
Verdict
ClickUp is a work-management platform; HelloGrowthCRM is an AI CRM suite with task boards. Choose ClickUp if your team runs projects, docs and sprints in one workspace, with an AI notetaker and deep customisation. Choose HelloGrowthCRM if your team sells: leads need calls, follow-up, quotes, invoices and a forecast, with tasks attached to each deal, on the Growth plan. Many teams keep ClickUp for projects and run the CRM beside it.
Want to see the difference?
See how HelloGrowthCRM compares to ClickUp on your own pipeline.
Comparison FAQ
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Security and migration, handled
Everything you need to move quickly and trust the system you're switching to.
Security & governance
- SOC 2 Type II report (available under NDA)
- AES-256 at rest · TLS 1.3 in transit
- SSO and 2FA support
- Full audit log on all user actions
- Hosted on AWS (US regions)
- GDPR & DPDPA-aligned data handling
Implementation & support
- Onboarding included in Growth
- We handle data migration — not you
- Same-day demo response (business hours)
- Email + chat support on Growth
- Dedicated specialist on Growth Engine+
- 90-day post-onboarding check-in included
Take the next step
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Prefer email? Write to sales@hellogrowthcrm.com