ClickUp Guide: How to Understand Zoom Pricing

ClickUp can help you organize the research and tasks you need to clearly understand Zoom pricing, compare plans, and choose the best option for your team.

This how-to guide walks you through every step of analyzing Zoom plans, estimating costs, and tracking decisions so you can avoid overspending and still get all the collaboration features you need.

Step 1: Learn the Basics of Zoom Pricing with ClickUp

Before comparing details, you need a quick overview of how Zoom charges for its services. You can use a simple ClickUp List to store notes about each plan and feature.

ClickUp List Setup for Zoom Plans

Create a new List called “Zoom Pricing Overview” and add tasks for each main plan:

• Zoom Basic (Free)
• Zoom Pro
• Zoom Business
• Zoom Business Plus
• Zoom Enterprise (or custom)

Open the source page for reference: Zoom pricing breakdown. Use this page as the single source of truth for your research and copy only relevant facts into your ClickUp tasks.

Fields to Track in Your ClickUp List

For each Zoom plan, add Custom Fields in ClickUp to track:

• Monthly price per user
• Annual price per user
• Minimum user requirement
• Meeting duration limit
• Participant limit
• Cloud storage
• Support level
• Key extras (webinars, whiteboards, phone, etc.)

This structure makes it easy to compare Zoom pricing without jumping back and forth between tabs.

Step 2: Capture Zoom Free and Pro Details in ClickUp

The entry-level plans are where many teams start. Use ClickUp to record the pros and cons of the free and Pro options.

Document the Zoom Basic (Free) Plan in ClickUp

Open the Zoom Basic task in ClickUp and add notes such as:

• Price: $0
• Time limit on group meetings
• Typical participant cap
• Core features like HD video, screen sharing, and local recordings (if available)
• Limitations on admin controls and reporting

Then create a checklist named “Is Basic Enough?” and add items like:

• Most meetings under 40 minutes
• Limited number of team members
• No need for advanced admin tools
• Budget is extremely tight

Checking these items off in ClickUp will help you see if the free plan truly fits your workflow.

Analyze the Zoom Pro Plan in ClickUp

In your Zoom Pro task, add details including:

• Per-user price on monthly vs. yearly billing
• Maximum meeting duration
• Participant cap
• Cloud recording availability
• Reporting and user management features

Use a ClickUp Custom Field called “Cost per year” and let your team quickly compare the annual cost of Pro versus other plans. You can also create a ClickUp comment thread to discuss whether Pro offers enough storage, support, and controls for your team.

Step 3: Compare Zoom Business and Business Plus in ClickUp

Growing teams often consider the Business or Business Plus tiers. ClickUp helps you capture all relevant pricing information and requirements in one shared workspace.

ClickUp Table View for Business Plans

Switch your List to Table view in ClickUp and create columns for:

• Plan name
• Price per user
• Min user count
• Participant limit
• Single sign-on
• Recording features
• Support level

Fill this table with data for Zoom Business and Business Plus taken from the official pricing overview.

Next, add a ClickUp formula field like:

• Annual plan cost = price per user × number of users × 12

This lets you quickly see how much each Zoom plan will cost based on your actual team size.

Use ClickUp Tasks to Flag Business Requirements

Create a separate ClickUp task named “Business Requirements” and add a checklist:

• Need company branding in invitations
• Need SSO (single sign-on)
• Need advanced admin controls
• Need detailed reports
• Need more cloud recording and storage

The more boxes you check, the more likely it is that a Business-level plan is required, even if the price per user is higher.

Step 4: Evaluate Zoom Enterprise Options in ClickUp

Larger organizations might need custom pricing. ClickUp offers a great way to manage the information you collect from sales conversations and internal approvals.

ClickUp for Enterprise Pricing Notes

Create a task called “Zoom Enterprise Quote” and add subtasks:

• Schedule discovery call with Zoom sales
• List required features and integrations
• Capture quote details
• Review security and compliance requirements
• Finalize contract and approvals

Attach documents, screenshots, or PDFs directly to the ClickUp task so everyone sees the same pricing details. Use comments to tag finance and IT stakeholders and centralize questions about the Zoom offer.

Track Internal Approvals in ClickUp

Add Custom Fields to your Zoom Enterprise task:

• Finance approval (Yes/No)
• Legal approval (Yes/No)
• IT approval (Yes/No)
• Final decision date

This way, the entire approval workflow is handled inside ClickUp, with clear visibility into who has signed off and what still needs attention.

Step 5: Choose the Best Zoom Plan with a ClickUp Decision Matrix

Now that you have structured information in ClickUp, you can make an informed decision.

Create a ClickUp Decision Matrix

Add a new List called “Zoom Plan Decision” and include tasks for each plan. Then add Custom Fields for:

• Cost score (1–5)
• Feature fit score (1–5)
• Scalability score (1–5)
• Ease-of-use score (1–5)
• Support score (1–5)

Ask stakeholders to rate each plan. Use ClickUp views to sort by total score and easily see which Zoom pricing level best matches your needs.

Summarize the Final Decision in ClickUp

Create a final task called “Selected Zoom Plan” and document:

• The chosen plan and term length
• Number of licenses
• Total monthly and annual costs
• Main reasons for choosing this plan
• Implementation dates and owners

This summary acts as a single source of truth, so future team members can understand why the decision was made and how Zoom pricing was evaluated.

Step 6: Use ClickUp to Manage Zoom Rollout

Once you choose a plan, you can use ClickUp to organize the rollout and ensure your team gets full value from Zoom.

Rollout Checklist in ClickUp

Create a checklist in a “Zoom Rollout” task:

• Purchase or upgrade plan
• Assign licenses to users
• Configure security and meeting settings
• Set up recurring team meetings
• Train users on features
• Review usage after 30 days

Each item can be assigned to team members in ClickUp so responsibilities are clear and the rollout stays on schedule.

Track Ongoing Zoom Costs with ClickUp

To keep Zoom pricing under control over time, create a recurring ClickUp task called “Review Zoom Usage and Cost” with a monthly due date. Include subtasks such as:

• Review number of active users
• Check for unused licenses
• Confirm current plan still fits meeting needs
• Evaluate if downgrading or upgrading is required

This process ensures your Zoom spending stays aligned with real usage.

Next Steps: Extend Your Workflow Beyond Zoom

Once your Zoom pricing decision is documented, you can expand your workspace to cover more tools, budgets, and workflows inside ClickUp.

If you want expert help building a complete workspace to manage tools, meetings, and documentation, you can explore consulting options at Consultevo.

By turning the Zoom pricing breakdown into a structured set of tasks, fields, and views in ClickUp, your team gains clarity, avoids surprise costs, and has a reusable framework for evaluating any future software purchase.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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