Certinia vs ClickUp: Complete Comparison (2026)
An in-depth comparison of Certinia and ClickUp to help you choose the right tool for your business.
Last updated: November 2026
Certinia
6.3/10
Certinia is a professional services automation platform built natively on Salesforce that helps services firms run projects, resource scheduling, time tracking and services finances.
ClickUp
7.1/10
ClickUp is a work management platform with tasks, docs, chat, automations, AI agents and a CRM layer for contacts, companies and deals, aimed at business teams.
Feature-by-Feature Comparison
| Feature | | |
|---|---|---|
| Scores | ||
| Overall Rating | 6.3/10 | 7.1/10 |
| Cost | 2/10 | 7/10 |
| Ease of Use | 4/10 | 5/10 |
| Analytics | 8/10 | 7/10 |
| Customization | 8/10 | 9/10 |
| Scalability | 9/10 | 7/10 |
| Support | 6/10 | 5/10 |
| Integration | 8/10 | 8/10 |
| Security | 8/10 | 8/10 |
| Pricing | ||
| Free plan | No | Yes |
| Cheapest paid plan | Contact for pricing | $12/user/mo Core |
| Estimated cost for 10 users | Contact for pricing | Free Free Forever |
| Features | ||
| App integrations | Not listed | |
| Dashboards | Not listed | |
| Reporting | Not listed | |
| Scheduling | Not listed | |
| Task management | Not listed | |
| Time tracking | Not listed | |
| Workflow automation | Not listed | |
| More features | ||
| Collaboration | Not listed | |
| Lead Management | Not listed | |
| Integrations | Not listed | |
| Sales Automation | Not listed | |
| Opportunity Management | Not listed | |
| Contact Management | Not listed | |
| Reporting & Analytics | Not listed | |
| Mobile Access | Not listed | |
Certinia vs ClickUp cost by team size
| Team size | Certinia | ClickUp |
|---|---|---|
| 1 user | Contact for pricing | FreeFree Forever |
| 5 users | Contact for pricing | FreeFree Forever |
| 10 users | Contact for pricing | FreeFree Forever |
| 25 users | Contact for pricing | FreeFree Forever |
| 50 users | Contact for pricing | FreeFree Forever |
The plan that fits each team size, billed monthly, before add-ons and usage charges. Each cost opens that tool's pricing calculator for the team size.
Which One Should You Choose?
Why choose Certinia
- Higher Scalability score (9/10 vs 7/10)
- Higher Analytics score (8/10 vs 7/10)
- Better fit for enterprise (8/10 vs 6/10)
Why choose ClickUp
- Has a free plan (Certinia does not)
- Higher Cost score (7/10 vs 2/10)
- Higher Ease of Use score (5/10 vs 4/10)
- Better fit for startups (8/10 vs 2/10)
- Better fit for small business (8/10 vs 3/10)
Pros & Cons
Certinia
Pros
- Runs natively on Salesforce, so opportunities convert to projects on shared customer records without a separate integration.
- Combines resource scheduling, time and expense, and billing and revenue forecasting in one services-focused suite.
- Holds strong security assurance, with SOC 1 Type II, SOC 2 Type II and SOC 3 attestations plus HIPAA business associate support.
- Reviewers praise how it calculates project actuals automatically.
- Rated 4.3 out of 5 from about 711 reviews on G2.
Cons
- No public pricing, and reviewers describe the cost as premium.
- Reviewers report a steep learning curve and lengthy deployments.
- Requires Salesforce, which adds licensing and admin overhead.
- A TrustRadius reviewer criticized limited archiving of historical data.
ClickUp
Pros
- Deals can become delivery projects in the same workspace, which suits agencies and consultancies that sell and deliver client work.
- The free plan allows unlimited members and unlimited tasks, so small teams can try the platform before paying.
- Custom fields, task types, many views and automations let teams model most pipelines and processes without code.
- Enterprise security options include SAML, SCIM, audit logs, data residency and HIPAA support with a BAA.
Cons
- It is not a dedicated CRM. Reviewers report needing Zapier automations for CRM workflows, and the CRM page does not confirm email sync or native calling.
- Reviewers report a steep learning curve and say new users need hours of training to become proficient.
- G2 and Capterra reviewers report bugs, slow performance and support replies that do not resolve problems.
- The late-2026 pricing change raised per-user list prices for new workspaces, and heavy AI use requires buying extra credits.
Not sold on either?
Frequently Asked Questions
ClickUp scores higher on our Project Management criteria: 7.1/10 against 6.3/10 for Certinia. The largest gap is in Cost: 2/10 for Certinia and 7/10 for ClickUp.
ClickUp has a free plan; Certinia does not list one.
ClickUp is the better fit for startups: we rate it 8/10 for them, against 2/10 for Certinia.
