⚡ Quick Verdict:
- Preisgestaltung: Both have a free plan. ClickUp paid plans start at $7/user/month. Agile CRM starts at $8.99 per user.
- Ideal für: ClickUp for task and project work. Agile CRM for small sales and marketing teams.
- Hauptunterschied: Agile CRM tracks customers and deals. ClickUp tracks tasks and has no dedicated CRM module.
- Our pick: ClickUp for most teams. It rates 4.3 against Agile CRM’s 2.8.
Kleinunternehmen often shortlist Agile CRM and ClickUp for the same reason.
They want one tool to run sales, tasks, and customer Daten.
But these two tools solve very different problems.
Agile CRM is CRM software built around contacts, deals, and marketing automation.
ClickUp is project management software for planning and tracking work.
Pick the wrong one, and you pay for features your team never uses.
Überblick
This Agile CRM vs ClickUp comparison covers pricing, sales tools, task management, and support.
We reviewed documentation, pricing pages, and user reviews for both tools.
Our writers also spent hands-on time with each one.
Those observations appear in the “What Our Team Noticed” sections below.
Was ist Agile CRM?
Agile CRM is a cloud-based CRM system for small and medium businesses.
It launched in 2013 and has offices in Indien und die Philippinen.
The company says over 15,000 customers use it globally.
Agile CRM offers sales automation, marketing tools, and a helpdesk on one platform.
Its contact management gives you a 360-degree view of every customer.
G2 Crowd has also named it a leader in the CRM market.
Here’s a quick video tour of how it works.
Agile CRM
An all in one CRM for sales, marketing, and service. The free plan covers up to 10 users. Paid plans add telephony and bigger contact limits.
Agile CRM-Preisgestaltung
Here’s what each Agile CRM plan costs in 2026.
| Planen | Preis | Am besten geeignet für |
|---|---|---|
| Frei | Frei | Teams of up to 10 users testing a CRM |
| Anlasser | $8.99 | Small teams that need more contacts |
| Regulär | $29.99 | Growing teams that want telephony and automation |
| Unternehmen | $47.99 | Teams that need unlimited contacts and access controls |
Pricing verified September 2026.
Kostenlose Testversion: You don’t need one. The free version supports up to 10 users and 1,000 contacts. No credit card is required.
Geld-zurück-Garantie: We couldn’t find a published refund policy. Test the free plan before you pay for any seat.
📌 Notiz: Paid prices are per user, per month, as CRMs typically charge. Worried about a setup fee? You can start free without entering card details.
⚠️ Warnung: Agile CRM lists these as “as low as” rates. Some 2026 sources show Starter near $9.99 and Regular at $39.99. Those figures reflect other billing terms. We use our verified figures above, so confirm the term at checkout.
Wichtigste Vorteile von Agile CRM
Here’s what makes Agile CRM worth a look:
- One shared platform: Sales, marketing, and service live in one interface. That cuts data silos between teams.
- Visual sales pipeline: See every deal by stage at a glance. Drag deals forward as they progress.
- E-Mail-Marketing: Run campaigns with A/B testing and personalization. Track web engagement to see who visits your site.
- Helpdesk ticketing: Customer queries become tracked tickets automatically. Support stays linked to each contact record.
- Sales gamification: Leaderboards and badges spark friendly competition on your sales team. It’s a simple sales enablement boost.
- Treffen booking: Leads book time directly on your calendar. It syncs with Google Calendar and Outlook.
- Mobiler Zugriff: Web and mobile apps let reps manage deals and tasks remotely.
What Our Team Noticed
Unser Schriftsteller signed up for Agile CRM and explored contacts, deals, and campaigns. Here’s what stood out:
Our writer also recorded a short walkthrough from that session.
Agile CRM: Vor- und Nachteile
✅ Vorteile
- Free plan covers up to 10 users
- Vertrieb, Marketing und Helpdesk in einem Tool
- Built-in telephony and meeting booking
- Gamification keeps sales reps motivated
❌ Nachteile
- Reviews report falling email delivery rates
- Bug fixes can take up to two weeks
- Limited custom fields for larger businesses
Was ist ClickUp?
ClickUp is a cloud-based project management platform for teams of any size.
It puts tasks, docs, calendars, and chat in one workspace.
That means less jumping between separate apps all day.
ClickUp’s features include Gantt charts, a kanban board, and time tracking.
Es ist KI-Assistent, ClickUp Brain, helps you track workloads and time spent.
The free forever plan lets you invite an unlimited number of people.
This short review shows the workspace in action.
ClickUp
Plan work, assign tasks, and log hours in one place. The free plan has no user cap. Paid tiers unlock essential features like unlimited storage and guest access.
ClickUp-Preise
ClickUp offers a free plan and three paid tiers.
| Planen | Preis | Am besten geeignet für |
|---|---|---|
| Frei | $0 | Personal use and solo workers |
| Unbegrenzt | 7 US-Dollar/Nutzer/Monat | Smaller teams that need storage and integrations |
| Geschäft | 12 $/Nutzer/Monat | Mid-sized teams running multiple projects |
| Unternehmen | Brauch | Large firms needing HIPAA and live onboarding training |
Pricing verified September 2026.
Kostenlose Testversion: ClickUp offers a 15-day free trial on paid plans. The free plan never expires.
Geld-zurück-Garantie: Every paid plan comes with a 30-day money-back guarantee.
📌 Notiz: The free plan limits custom fields to 100 uses. The Unlimited plan removes that cap. Upgrades apply to your entire workspace, so every member moves up together.
⚠️ Warnung: The $7 and $12 rates are billed annually. Month-to-month billing costs more, around $10 and $19 per user. ClickUp also sells a Geschäft Plus tier and a paid AI add-on. Neither appears in our pricing data. Check ClickUp’s pricing page for a full comparison.
Wichtigste Vorteile von ClickUp
Here’s what ClickUp does well:
- Flexible views: Switch between List, Board, Calendar, Gantt, and Timeline. Each team member can view tasks their own way.
- Clear hierarchy: Work flows from Workspaces to Spaces, Folders, Lists, Tasks, and Subtasks. That structure keeps complex projects tidy.
- Vorlagenbibliothek: Over 1,000 templates cover common workflows. You can also import data from tools you already use.
- Goals and dashboards: Link measurable goals to real tasks. Dashboards show KPIs, team capacity, and project health live.
- Built-in collaboration: Communication features like docs, chat, and whiteboards sit beside your work. Real time editing lets people update docs together.
- Personal command center: A Personal Planner and Notepad help you manage tasks daily.
- Sicherheit and mobile: Two-factor authentication and user permissions protect your data. The mobile app even lets you add new tasks offline.
What Our Team Noticed
Our writer used ClickUp to plan tasks and track deadlines in a shared workspace. Here’s what stood out:
ClickUp: Vor- und Nachteile
✅ Vorteile
- Free plan allows unlimited users
- Over 1,000 integrations, including Slack and Zoom
- Native time tracking and workload views
- Over 100 automation templates to save time
❌ Nachteile
- Interface can overwhelm new users
- No phone support, and live chat starts with a bot
- Berichterstattung tools are scattered across the platform
Funktionsvergleich
Agile CRM and ClickUp overlap less than you might expect. Below, we compare 10 areas that matter to small businesses.
| Besonderheit | Agile CRM | ClickUp |
|---|---|---|
| Startpreis | $8.99 per user | 7 US-Dollar/Nutzer/Monat |
| Kostenloser Plan | ✅ Bis zu 10 Benutzer | ✅ Unbegrenzte Nutzeranzahl |
| Kontaktmanagement | ✅ | ❌ Templates only |
| E-Mail-Marketing | ✅ | ❌ |
| Helpdesk Ticketing | ✅ | ❌ |
| Integrierte Telefonie | ✅ | ❌ |
| Gantt-Diagramme | ❌ | ✅ |
| Zeiterfassung | ❌ | ✅ |
| KI-Assistent | ❌ | ✅ ClickUp Brain |
| Am besten geeignet für | Vertriebs- und Marketingteams | Projekt- und Aufgabenmanagement |
1. Kernfokus
Agiles CRM: Agile CRM is a CRM first. Everything centers on contacts, deals, and customer data. Each tool supports your sales processes.
ClickUp: ClickUp is built to manage projects, not customers. Tasks, subtasks, and a due date drive every workflow. Marketing, engineering, and operations teams all fit inside it.
2. Contact & Company Records
Agiles CRM: Store people and companies with their full interaction history. Tags and custom fields help you segment contacts. Larger businesses may find its data mapping too limited.
ClickUp: There’s no dedicated contacts database here. A template-based client tracker is the closest solution. That works for a handful of accounts, not hundreds of leads.
3. Sales Pipeline vs Task Boards
Agiles CRM: A visual sales pipeline follows each deal from lead to close. Sales forecasting estimates what your open deals will bring in.
ClickUp: The kanban board moves tasks between statuses with drag and drop. You can mimic a pipeline with custom statuses. Deal forecasting isn’t built in, though.
4. Workflow-Automatisierung
Agiles CRM: Drag-and-drop workflows handle follow-ups, lead scoring, and data entry. Deals move forward without manual clicks.
ClickUp: ClickUp offers ready-made automation rules plus fully custom ones. The AI Automation Bauherr sets up rules from a plain-language prompt. Reviewers rate these tools well against rival apps.
5. Marketing & Customer Engagement
Agiles CRM: Marketing teams get email campaigns, landing pages, and web popups. Campaigns reach contacts by email, soziale Medien, and mobile. The template builder is simple, though reviews call it inflexible.
Web engagement tracking adds another layer. You see which contacts visit your site and which pages they view.
ClickUp: ClickUp can plan campaigns, but it can’t send them. Teams use it for content calendars, briefs, and approvals. You’ll still need a separate email tool.
⚠️ Warnung: Some Agile CRM users say email delivery rates halved, then halved again. Send a test campaign before you move your whole list.
6. Calendar & Scheduling
Agiles CRM: The online calendar gives leads a booking link. Booked slots land in your schedule automatically. No back-and-forth emails needed.
ClickUp: ClickUp Calendar shows tasks, deadlines, and events in one view. Drag a task to reschedule it. It plans work, but it lacks true employee scheduling.
7. Reporting & Time Tracking
Agiles CRM: Reports cover deals, campaigns, and tickets, including revenue generated per period. Still, some reviews call the reports awful and poorly configured. Deeper analytics may need an outside tool.
ClickUp: Custom dashboards track KPIs and workloads, so employees avoid burnout. ClickUp includes native timers and manual logs for billable hours against estimates. Sprint reports and burndown charts help development teams.
⚠️ Warnung: ClickUp’s reports sit in several places, so they can be hard to find. Some reviews also call its time tracking cumbersome.
8. Helpdesk & Team Communication
Agiles CRM: The helpdesk turns customer questions into tickets. Agents can group, label, and track each request. Service stays inside the same CRM as sales.
ClickUp: ClickUp focuses on internal team communication instead. Chat, docs, and a whiteboard feature sit next to your tasks. The AI Notetaker captures meetings and pulls out action items.
9. AI Tools & Integrations
Agiles CRM: It syncs with third-party apps like Shopify and Stripe for billing data. That makes it a workable ecommerce CRM for small shops and online services. Reports suggest it will lean on AI agents for predictive analytics.
ClickUp: ClickUp Brain answers questions about your workspace and drafts updates. It works alongside other features like Docs and Chat. Integrations cover Slack, Google Drive, Zoom, and many more.
Enterprise Search goes one step further. It finds files and answers across ClickUp and your connected apps.
10. Preisgestaltung & Kosten
Here’s how the plans line up side by side.
| Stufe | Agile CRM | ClickUp |
|---|---|---|
| Frei | Kostenlos: Kostenlos | Kostenlos: 0 € |
| Eintritt bezahlt | Starter: $8.99 | Unlimited: $7/user/month |
| Mittleres Niveau | Regular: $29.99 | Business: $12/user/month |
| Vollständiges Finanzmanagement | Enterprise: $47.99 | Unternehmen: Benutzerdefiniert |
Agiles CRM: The free plan is generous for a CRM, but costs climb fast. Regular costs more than three times Starter. Both vendors offer discounts for yearly billing.
ClickUp: ClickUp plans cost less per seat once you pay. The Business plan adds Google sign-in and advanced dashboards. Budget extra for the AI add-on.
Verschiedene Szenarien
| Falls Sie Folgendes benötigen: | Wählen | Warum |
|---|---|---|
| Lowest paid seat price | ClickUp | Cheaper entry plan per user |
| Deal tracking and forecasting | Agile CRM | Built for the sales process |
| Email campaigns and landing pages | Agile CRM | Native marketing automation |
| Project and task tracking | ClickUp | Gantt, kanban, and timeline views |
| A large team on a free plan | ClickUp | No user cap |
| Customer support tickets | Agile CRM | Built-in helpdesk |
| Schnelle Einrichtung | Agile CRM | Einfachere Benutzeroberfläche zum Lernen |
💰 Ihr Budget
Both tools are completely free to start, so try the free tiers first. Once you pay, ClickUp stays cheaper per seat as your team grows.
🔌 Dein Tech-Stack
Map your tech stack before you choose. ClickUp connects to far more apps, while Agile CRM covers core sales and store links.
📝 Your Daily Work
Do you prospect on LinkedIn and chase leads by email? You need a CRM. Juggling deadlines across complex tasks and teams? ClickUp fits better.
🎓 Dein Erfahrungslevel
Agile CRM promises easy implementation, unlike Infusionsoft, which can take months to learn. ClickUp has a steeper curve, but ClickUp University offers free courses.
🆓 Kostenlose Testversionen und Demos
Agile CRM’s free plan needs no credit card. ClickUp’s free plan has enough features for a real test. A trial of paid tiers is available too.
🛟 Supportoptionen
ClickUp has 24/7 live chat and a knowledge base, but no phone support. Agile CRM fans mention great support and a great price. Other reviews describe different answers from each agent.
Umstellungsleitfaden
Already using one of these tools? Here’s what changes when you switch.
🔄 Switching from Agile CRM to ClickUp?
✅ Was Sie davon haben:
- Gantt charts, timelines, and task dependencies
- Time tracking and resource management tools
- Unlimited users on the free plan
❌ Was Sie verlieren werden:
- A real contacts database and deal tracking
- Email campaigns with A/B testing
- Helpdesk tickets and built-in calling
📋 So wechseln Sie:
- Export contacts and deals from Agile CRM as CSV files.
- Create a ClickUp workspace and pick a CRM template.
- Import the files and map each column to a custom field.
🔄 Switching from ClickUp to Agile CRM?
✅ Was Sie davon haben:
- A true sales pipeline with forecasting
- Marketing automation and landing pages
- Leaderboards that motivate your reps
❌ Was Sie verlieren werden:
- Docs, chat, and whiteboards for teamwork
- Flexible project views like Gantt and Timeline
- The ClickUp Brain AI assistant
📋 So wechseln Sie:
- Export client lists and tasks from ClickUp as CSV files.
- Sign up for Agile CRM’s free plan.
- Import contacts, then rebuild open deals in the pipeline.
What Our Review Didn’t Cover
This comparison focused on small businesses and smaller teams. We didn’t test API access limits or single sign on setup. Enterprise plan security, live training, and in person onboarding were out of scope. Our notes reflect September 2026 versions, and new features may change the picture.
Endgültiges Urteil
| Kategorie | Gewinner |
|---|---|
| 💰 Preisgestaltung | ClickUp |
| 🤝 CRM & Sales Tools | Agile CRM |
| 📣 Marketing-Automatisierung | Agile CRM |
| 📋 Project & Task Management | ClickUp |
| 👶 Einfache Einrichtung | Agile CRM |
| 📊 Meldung | ClickUp |
| 🔌 Integrationen | ClickUp |
| 🛟 Support & Reliability | ClickUp |
| 🏆 Gesamtsieger | ClickUp |
🏆 GEWINNER: CLICKUP
ClickUp gewinnt 5 von 8 Kategorien.
Ideal für: Project management, remote team collaboration, and budget-conscious teams
Agile CRM and ClickUp aim at different jobs. Agile CRM manages leads, deals, and support tickets. ClickUp is business software for projects and daily business operations.
Agile CRM suits tiny sales teams watching every dollar. Its free plan and sales tools cover a lot of ground. But some reviewers say key features, like email sending, broke for weeks.
For most teams, ClickUp is the safer pick. Its 4.3 rating is a high score next to Agile CRM’s 2.8. Our full ClickUp review covers each plan in more depth.
Mehr zu Agile CRM im Vergleich
Not sold on Agile CRM? This video walks through its main rivals.
Here’s how Agile CRM stacks up against four popular CRMs:
Agile CRM punktet bei: cheaper paid seats, a helpdesk on lower tiers, and sales gamification.
HubSpot punktet in folgenden Bereichen: a bigger app marketplace, deeper reporting, and free lessons through HubSpot Academy.
Agile CRM punktet bei: a free plan, native support tickets, and built-in calling.
ActiveCampaign Siege bei: deeper email automation, a deliverability focus, and a flexible email builder.
Agiles CRM vs. Salesforce
Agile CRM punktet bei: a far lower price, faster setup, and a free tier.
Salesforce punktet bei: deep customization, the AppExchange marketplace, and room to scale enterprise-wide.
Agile CRM punktet bei: a larger free user limit, bundled marketing tools, and gamification.
Freshsales CRM punktet mit: Freddy AI lead scoring, a cleaner interface, and Freshdesk ties.
Mehr zu ClickUp im Vergleich
Here’s how ClickUp stacks up against other project management tools:
ClickUp vs. Asana
ClickUp gewinnt in: unlimited free members, cheaper paid plans, and native docs and whiteboards.
Asana gewinnt in folgender Hinsicht: a calmer interface, faster onboarding for new hires, and polished portfolio reporting.
ClickUp vs Monday.com
ClickUp gewinnt in: better value, more built-in views, and time tracking on cheaper tiers.
Monday.com gewinnt in folgenden Kategorien: a gentler learning curve, colorful visual boards, and a dedicated CRM product.
ClickUp vs. Trello
ClickUp gewinnt in: timeline and Gantt views, native time logs, and task dependencies.
Trello punktet bei: the simplest kanban setup, almost no learning curve, and Power-Ups linking Jira.
ClickUp vs Vorstellung
ClickUp gewinnt in: task dependencies, workload views, and ready-made automation recipes.
Notion gewinnt in folgenden Kategorien: a cleaner writing space, flexible wiki pages, and linked databases for notes.
Häufig gestellte Fragen
Ist Agile CRM wirklich kostenlos?
Yes. The free plan supports up to 10 users and 1,000 contacts. No credit card is needed. Telephony and higher contact limits require a paid plan.
Ist Agile CRM cloudbasiert?
Yes. It runs fully in the cloud, so there’s nothing to install. You can log in from a web browser or its mobile apps.
Wofür eignet sich ClickUp am besten?
It’s best for project and task management. Teams use it to plan work, assign tasks, and track time. Docs and chat keep collaboration in one place.
Welche Nachteile hat ClickUp?
The interface can overwhelm beginners. Reports are scattered, time tracking can feel clunky, and there’s no phone support. Live chat starts with an AI bot.
Ist ClickUp wirklich für immer kostenlos?
Yes. The free forever plan never expires and allows unlimited users. It caps storage and some features, like 100 custom field uses.
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