ClickUp vs DealCloud Comparison
Compare ClickUp vs DealCloud features, pricing, and more.
Last updated: November 2026
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.
DealCloud
6.2/10
Intapp DealCloud is a deal and relationship management CRM built for private capital, investment banking, legal, accounting and consulting firms.
Feature-by-Feature Comparison
| Feature | | |
|---|---|---|
| Scores | ||
| Overall Rating | 7.1/10 | 6.2/10 |
| Analytics | 7/10 | 7/10 |
| Cost | 7/10 | 2/10 |
| Customization | 9/10 | 8/10 |
| Ease of Use | 5/10 | 5/10 |
| Integration | 8/10 | 7/10 |
| Scalability | 7/10 | 8/10 |
| Security | 8/10 | 8/10 |
| Support | 5/10 | 7/10 |
| Pricing | ||
| Free plan | Yes | No |
| Cheapest paid plan | $12/user/mo Core | Contact for pricing |
| Estimated cost for 10 users | Free Free Forever | Contact for pricing |
| Features | ||
| Collaboration | ||
| Lead Management | ||
| Integrations | ||
| Sales Automation | ||
| Opportunity Management | ||
| Contact Management | ||
| Reporting & Analytics | ||
| Mobile Access | Not listed | |
ClickUp vs DealCloud cost by team size
| Team size | ClickUp | DealCloud |
|---|---|---|
| 1 user | FreeFree Forever | Contact for pricing |
| 5 users | FreeFree Forever | Contact for pricing |
| 10 users | FreeFree Forever | Contact for pricing |
| 25 users | FreeFree Forever | Contact for pricing |
| 50 users | FreeFree Forever | Contact for pricing |
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 ClickUp
- Has a free plan (DealCloud does not)
- Higher Cost score (7/10 vs 2/10)
- Higher Customization score (9/10 vs 8/10)
- Better fit for startups (8/10 vs 1/10)
- Better fit for small business (8/10 vs 2/10)
Why choose DealCloud
- Higher Support score (7/10 vs 5/10)
- Higher Scalability score (8/10 vs 7/10)
- Better fit for enterprise (9/10 vs 6/10)
Pros & Cons
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.
DealCloud
Pros
- Industry-specific data models for private capital, investment banking and legal work, so firms do not have to adapt a generic sales CRM
- Captures emails and meetings from Outlook automatically, which reduces manual logging
- Data enrichment from Intapp Data plus PitchBook, Preqin and FactSet feeds
- Compliance controls such as role-based permissions, audit trails and multi-region Azure hosting
- G2 reviewers say it is easier to administer than Affinity
Cons
- No public pricing, and reviewers describe it as expensive
- Setup and onboarding take substantial effort, according to G2 reviewers
- Some users find manual data entry for deals and contacts tedious and the interface not user friendly
- A December 2025 G2 review reports integration hurdles and an account manager who was not replaced
Not sold on either?
Frequently Asked Questions
ClickUp scores higher on our AI Software criteria: 7.1/10 against 6.2/10 for DealCloud. The largest gap is in Cost: 7/10 for ClickUp and 2/10 for DealCloud.
ClickUp has a free plan; DealCloud does not list one.
ClickUp is the better fit for startups: we rate it 8/10 for them, against 1/10 for DealCloud.
