ClickUp vs SS&C Tier1 Comparison
Compare ClickUp vs SS&C Tier1 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.
SS&C Tier1
6.2/10
SS&C Tier1 is a Salesforce-based modular CRM for sell-side capital markets teams and investment banks, covering client coverage, deal management, and compliance controls.
Feature-by-Feature Comparison
| Feature | | |
|---|---|---|
| Scores | ||
| Overall Rating | 7.1/10 | 6.2/10 |
| Customization | 9/10 | 8/10 |
| Analytics | 7/10 | 6/10 |
| Integration | 8/10 | 7/10 |
| Support | 5/10 | 6/10 |
| Ease of Use | 5/10 | 5/10 |
| Security | 8/10 | 8/10 |
| Cost | 7/10 | 3/10 |
| Scalability | 7/10 | 8/10 |
| 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 | Not listed | |
| Integrations | ||
| Sales Automation | Not listed | |
| Opportunity Management | ||
| Contact Management | ||
| Reporting & Analytics | ||
| Mobile Access | ||
Which One Should You Choose?
Why choose ClickUp
- Has a free plan (SS&C Tier1 does not)
- Higher Cost score (7/10 vs 3/10)
- 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 1/10)
Why choose SS&C Tier1
- Higher Support score (6/10 vs 5/10)
- Higher Scalability score (8/10 vs 7/10)
- Better fit for enterprise (9/10 vs 6/10)
- Better fit for sales teams (7/10 vs 5/10)
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.
SS&C Tier1
Pros
- Built for sell-side workflows such as research, trading, and sales coverage, and for investment banking deal management.
- Its security model separates private deal data from shared contacts, so markets and banking can work in one CRM while keeping compliance walls.
- Runs on Salesforce, so it inherits that platform's scale and ecosystem.
- Tier1 for Outlook brings CRM data and mass email into Outlook.
Cons
- No public pricing, and Salesforce licensing is likely needed in addition.
- Very few public user reviews are available for independent evaluation.
- A niche product that does not suit businesses outside capital markets and banking.
- No public information on built-in calling or marketing automation.
