Klarora vs ClickUp: projects, docs, finance and CRM compared

Both replace a stack of tools. ClickUp goes wide on work-management views; Klarora goes wide on the business: a bookkeeping ledger, a CRM with an outreach inbox, recruiting and a research engine sit next to projects and docs.

Last updated Oct 2, 2026·ClickUp list prices checked on clickup.com/pricing on Oct 2, 2026, annual billing·Written by the Klarora team; corrections welcome

The short version

1For tasks, docs, whiteboards, forms and time tracking, the two are close. ClickUp has more view types; Klarora has databases inside docs and an AI goal planner that drafts tasks for review.
2ClickUp has no bookkeeping, no ATS and no built-in CRM beyond list templates. On Klarora these are modules on the same records.
3Chat: both have it. Klarora's is end-to-end encrypted and includes a connected mailbox plus WhatsApp, Telegram and LinkedIn threads.
4AI: ClickUp Brain is a paid add-on per user. Klarora's assistant is in Ultimate with per-team budgets; Deep Research is a separate add-on.
5Price: ClickUp is cheaper per seat for work management alone. Klarora is cheaper once you count the CRM, finance and chat tools it replaces, and Standard is free for 100 people.

Pick ClickUp if

You want the most view types and dashboard widgets for task data
Your mobile usage is heavy and you need native iOS and Android apps today
You already run finance, CRM and hiring in tools you like

Pick Klarora if

You want invoices, bank reconciliation and the ledger next to the projects they belong to
Sales and hiring should share the same people and companies as projects
You want AI that answers from your numbers, with budgets, approvals and undo
You are in the EU and want EU hosting on every plan

Feature by feature

CapabilityKlaroraClickUpWhat you would otherwise add

Tasks with board, list, calendar and GanttWork management✓ Standard✓ Plus 10+ more views—

Goals with key results; progress rolls up from tasksWork management✓ Standard✓ Goals and targets—

AI planner drafts tasks, owners and dependencies for reviewWork management✓ StandardPartial, via Brain add-on—

Sprints with net capacity and workload gaugeWork management✓ Standard✓ Sprints, workload view—

GitHub and Sentry linked to a goal, autofix loopWork management✓ StandardGitHub integrationSentry, a coding agent

Docs with inline databases, 17 property types, 6 viewsDocs and chat✓ StandardDocs with tables, no database viewsNotion

Whiteboards with prompt-to-diagramDocs and chat✓ Standard✓ Whiteboards—

Team chat, end-to-end encryptedDocs and chat✓ StandardChat, not end-to-end encryptedSlack

Connected mailbox with AI drafting and translationDocs and chat✓ UltimateEmail via integrationGmail, Front

WhatsApp, Telegram and LinkedIn threads in one inboxDocs and chat✓ Standard✗Respond.io

CRM: people, companies, opportunities, outreach inbox, approvalsBusiness modules✓ StandardList templates onlyHubSpot, Pipedrive

Invoicing, bills, expenses, bank feeds, ledger, period closeBusiness modulesFinance add-on, €52 per seat✗Exact, Moneybird, QuickBooks

Sourcing, AI screening with approvals, shortlists, ATSBusiness modulesRecruitment add-on, €100 per seat✗Recruitee, Bullhorn

Forms with records and templatesBusiness modules✓ Standard✓ Forms—

Time tracking and time-and-expense billingBusiness modules✓ Standard; billing in Finance✓ Time trackingHarvest

Assistant with skills across every moduleAI✓ Ultimate, per-team budgetBrain AI, $9 per user add-onChatGPT Team

Deep Research: plan approval, multi-agent runs, cited reportsAIDeep Research add-on, €100 per seat✗Perplexity, analyst time

Automations with copilot, loops, browser workflows, messaging triggersAI✓ Ultimate✓ Automations and AI agentsZapier, Make

AI governance: budgets, approval inbox, autonomy bounds, undoAI✓ StandardAdmin controls per plan—

Free planAdmin and pricing100 members, 10 GBFree Forever: unlimited members, 60 MB storage—

Paid planAdmin and pricing€58 per seat, AI and automations includedUnlimited $7, Business $12 per user (annual); Brain AI $9 extra—

HostingAdmin and pricingEU on every planUS; EU residency on higher plans [VERIFY]—

AppsAdmin and pricingWeb, PWA, macOS desktopWeb, Mac, Windows, iOS, Android—

MCP server for external AI clientsAdmin and pricing✓ OAuth scopes per module✓—

ClickUp cells reflect our reading of ClickUp's public plans and docs on the date above and may lag their releases. Tell us what is wrong and we will fix it within a week.

Pricing for a 25-person company

Klarora

Standard, 25 members€0Ultimate for 8 people who use AI and automations€464 / monthFinance add-on, 2 seats at €52€104 / monthIncludes chat, mail, CRM, docs, whiteboards, forms, timeMonthly total€568

ClickUp plus the tools it does not replace

ClickUp Business, 25 users at $12 (annual)$300 / monthClickUp Brain AI, 8 users at $9 (annual)$72 / monthCRM with sequences, 3 seats (e.g. HubSpot Starter)[PRICE]Bookkeeping and bank feeds (e.g. Moneybird, Exact)[PRICE]ATS and sourcing (e.g. Recruitee)[PRICE]Monthly, before CRM, bookkeeping and ATS$372 +

List prices, annual billing, taxes excluded. ClickUp: Unlimited $7, Business $12, Brain AI $9 per user per month, checked Oct 2, 2026. Klarora add-ons: Finance €52, Recruitment €100, Deep Research €100 per seat per month. Fill the bracketed cells from the other vendors' pages; the calculator on the live page should read all of this from one dated config file.

Switching from ClickUp

Step 1Export from ClickUpWorkspace export (CSV for tasks, docs as Markdown). Spaces become teamspaces, folders become goals or projects.

Step 2Import and mapThe import tool maps statuses, custom fields and assignees. Lists with CRM-like fields can land in CRM as companies and opportunities.

Step 3Run both for two weeksKeep ClickUp read-only. Automations and the assistant are turned on per team, so nothing surprises people.

Step 4Turn on modulesFinance and Recruitment are add-ons for the seats that need them. Entity onboarding takes an afternoon with the country templates.

Full ClickUp migration guide

Questions people ask when comparing

Is Klarora a ClickUp alternative for a small team that only needs tasks?

Yes, and Standard is free. If you never turn on the business modules, the difference is docs with databases, the goal planner and end-to-end encrypted chat.

Does Klarora have as many views as ClickUp?

No. Tasks have board, list, calendar and Gantt; docs databases add table, board, list, gallery, calendar and timeline. ClickUp has more, including mind maps and workload views.

Can I keep ClickUp for projects and use Klarora for finance and CRM?

You can buy the add-ons on an Ultimate workspace, but the value comes from the shared records. Most teams move projects within a quarter.

How does AI pricing compare?

ClickUp Brain AI is $9 per user per month on top of the plan, and Everything AI is $28. Klarora meters AI usage against a per-team budget inside Ultimate, with pay-as-you-go caps and credit packs, so occasional users do not need a full AI seat.

Where is data hosted?

Klarora hosts in the EU on every plan. ClickUp offers EU data residency on some plans; check their current terms.

Is there a mobile app?

Klarora runs as a progressive web app on phones and as a signed desktop app on macOS. ClickUp has native iOS and Android apps. [UPDATE WHEN NATIVE APPS SHIP]

Import your ClickUp workspace this afternoon.

Free for up to 100 members. Keep ClickUp read-only while you compare.

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Klarora vs ClickUp: projects, docs, finance and CRM compared

Last updated Oct 2, 2026·ClickUp list prices checked on clickup.com/pricing on Oct 2, 2026, annual billing·Written by the Klarora team; corrections welcome

The short version

1For tasks, docs, whiteboards, forms and time tracking, the two are close. ClickUp has more view types; Klarora has databases inside docs and an AI goal planner that drafts tasks for review.

2ClickUp has no bookkeeping, no ATS and no built-in CRM beyond list templates. On Klarora these are modules on the same records.

3Chat: both have it. Klarora's is end-to-end encrypted and includes a connected mailbox plus WhatsApp, Telegram and LinkedIn threads.

4AI: ClickUp Brain is a paid add-on per user. Klarora's assistant is in Ultimate with per-team budgets; Deep Research is a separate add-on.

5Price: ClickUp is cheaper per seat for work management alone. Klarora is cheaper once you count the CRM, finance and chat tools it replaces, and Standard is free for 100 people.

Pricing for a 25-person company

Klarora

ClickUp plus the tools it does not replace

Switching from ClickUp

Step 1Export from ClickUpWorkspace export (CSV for tasks, docs as Markdown). Spaces become teamspaces, folders become goals or projects.

Step 2Import and mapThe import tool maps statuses, custom fields and assignees. Lists with CRM-like fields can land in CRM as companies and opportunities.

Step 3Run both for two weeksKeep ClickUp read-only. Automations and the assistant are turned on per team, so nothing surprises people.

Step 4Turn on modulesFinance and Recruitment are add-ons for the seats that need them. Entity onboarding takes an afternoon with the country templates.

Full ClickUp migration guide

Questions people ask when comparing

Is Klarora a ClickUp alternative for a small team that only needs tasks?

Yes, and Standard is free. If you never turn on the business modules, the difference is docs with databases, the goal planner and end-to-end encrypted chat.

Does Klarora have as many views as ClickUp?

No. Tasks have board, list, calendar and Gantt; docs databases add table, board, list, gallery, calendar and timeline. ClickUp has more, including mind maps and workload views.

Can I keep ClickUp for projects and use Klarora for finance and CRM?

You can buy the add-ons on an Ultimate workspace, but the value comes from the shared records. Most teams move projects within a quarter.

How does AI pricing compare?

Where is data hosted?

Klarora hosts in the EU on every plan. ClickUp offers EU data residency on some plans; check their current terms.

Is there a mobile app?

Klarora runs as a progressive web app on phones and as a signed desktop app on macOS. ClickUp has native iOS and Android apps. [UPDATE WHEN NATIVE APPS SHIP]