⚡ Veredicto rápido:
- Precios: Both have a free plan. ClickUp paid plans start at $7/user/month. Agile CRM starts at $8.99 per user.
- Ideal para: ClickUp for task and project work. Agile CRM for small sales and marketing teams.
- Diferencia clave: Agile CRM tracks customers and deals. ClickUp tracks tasks and has no dedicated CRM module.
- Nuestra elección: ClickUp for most teams. It rates 4.3 against Agile CRM’s 2.8.
Pequeñas empresas often shortlist Agile CRM and ClickUp for the same reason.
They want one tool to run sales, tasks, and customer datos.
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.
Descripción general
This Agile CRM vs ClickUp comparison covers pricing, sales tools, task management, and support.
Revisamos la documentación, las páginas de precios y las reseñas de los usuarios de ambas herramientas.
Nuestros redactores también dedicaron tiempo a trabajar directamente con cada uno de ellos.
Esas observaciones aparecen en las secciones "Lo que nuestro equipo notó" a continuación.
¿Qué es Agile CRM?
Agile CRM is a cloud-based CRM system for small and medium businesses.
It launched in 2013 and has offices in India y Filipinas.
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.
CRM ágil
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.
Precios de CRM ágil
Here’s what each Agile CRM plan costs in 2026.
| Plan | Precio | Mejor para |
|---|---|---|
| Gratis | Gratis | Teams of up to 10 users testing a CRM |
| Motor de arranque | $8.99 | Small teams that need more contacts |
| Regular | $29.99 | Growing teams that want telephony and automation |
| Empresa | $47.99 | Teams that need unlimited contacts and access controls |
Pricing verified September 2026.
Prueba gratuita: You don’t need one. The free version supports up to 10 users and 1,000 contacts. No credit card is required.
Garantía de devolución de dinero: We couldn’t find a published refund policy. Test the free plan before you pay for any seat.
📌 Nota: Paid prices are per user, per month, as CRMs typically charge. Worried about a setup fee? You can start free without entering card details.
⚠️ Advertencia: 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.
Principales ventajas de un CRM ágil
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.
- Canal de ventas visual: See every deal by stage at a glance. Drag deals forward as they progress.
- Marketing por correo electrónico: 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.
- Gamificación de las ventas: Leaderboards and badges spark friendly competition on your sales team. It’s a simple sales enablement boost.
- Reunión booking: Leads book time directly on your calendar. It syncs with Google Calendar and Outlook.
- Acceso móvil: Web and mobile apps let reps manage deals and tasks remotely.
Lo que nuestro equipo observó
Nuestro escritor 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.
Ventajas y desventajas de Agile CRM
✅ Ventajas
- Free plan covers up to 10 users
- Ventas, marketing y servicio de asistencia técnica en una sola herramienta.
- Built-in telephony and meeting booking
- Gamification keeps sales reps motivated
❌ Contras
- Reviews report falling email delivery rates
- Bug fixes can take up to two weeks
- Limited custom fields for larger businesses
¿Qué es ClickUp?
ClickUp is a cloud-based project management platform for teams of any size.
Reúne tareas, documentos, calendarios y chat en un único espacio de trabajo.
That means less jumping between separate apps all day.
ClickUp’s features include Gantt charts, a kanban board, and time tracking.
Es Asistente de IA, 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.
Haga clic hacia arriba
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.
Precios de ClickUp
ClickUp offers a free plan and three paid tiers.
| Plan | Precio | Mejor para |
|---|---|---|
| Gratis | $0 | Personal use and solo workers |
| Ilimitado | 7 dólares por usuario al mes | Smaller teams that need storage and integrations |
| Negocio | $12 por usuario al mes | Mid-sized teams running multiple projects |
| Empresa | Costumbre | Large firms needing HIPAA and live onboarding training |
Pricing verified September 2026.
Prueba gratuita: ClickUp offers a 15-day free trial on paid plans. The free plan never expires.
Garantía de devolución de dinero: Every paid plan comes with a 30-day money-back guarantee.
📌 Nota: 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.
⚠️ Advertencia: The $7 and $12 rates are billed annually. Month-to-month billing costs more, around $10 and $19 per user. ClickUp also sells a Negocio Plus tier and a paid AI add-on. Neither appears in our pricing data. Check ClickUp’s pricing page for a full comparison.
Principales ventajas de ClickUp
Here’s what ClickUp does well:
- Vistas flexibles: 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.
- Biblioteca de plantillas: 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.
- Colaboración integrada: 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.
- Seguridad and mobile: Two-factor authentication and user permissions protect your data. The mobile app even lets you add new tasks offline.
Lo que nuestro equipo observó
Our writer used ClickUp to plan tasks and track deadlines in a shared workspace. Here’s what stood out:
Ventajas y desventajas de ClickUp
✅ Ventajas
- 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
❌ Contras
- Interface can overwhelm new users
- No phone support, and live chat starts with a bot
- Informes Las herramientas están dispersas por toda la plataforma.
Comparación de características
Agile CRM and ClickUp overlap less than you might expect. Below, we compare 10 areas that matter to small businesses.
| Característica | CRM ágil | Haga clic hacia arriba |
|---|---|---|
| Precio inicial | $8.99 per user | 7 dólares por usuario al mes |
| Plan gratuito | ✅ Hasta 10 usuarios | ✅ Usuarios ilimitados |
| Gestión de contactos | ✅ | ❌ Templates only |
| Marketing por correo electrónico | ✅ | ❌ |
| Helpdesk Ticketing | ✅ | ❌ |
| Telefonía integrada | ✅ | ❌ |
| Diagramas de Gantt | ❌ | ✅ |
| Seguimiento del tiempo | ❌ | ✅ |
| Asistente de IA | ❌ | ✅ ClickUp Brain |
| Mejor para | Equipos de ventas y marketing | Gestión de proyectos y tareas |
1. Enfoque central
CRM ágil: Agile CRM is a CRM first. Everything centers on contacts, deals, and customer data. Each tool supports your sales processes.
Haga clic hacia arriba: 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
CRM ágil: 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.
Haga clic hacia arriba: 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
CRM ágil: A visual sales pipeline follows each deal from lead to close. Sales forecasting estimates what your open deals will bring in.
Haga clic hacia arriba: 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. Automatización del flujo de trabajo
CRM ágil: Drag-and-drop workflows handle follow-ups, lead scoring, and data entry. Deals move forward without manual clicks.
Haga clic hacia arriba: ClickUp offers ready-made automation rules plus fully custom ones. The AI Automation Constructor sets up rules from a plain-language prompt. Reviewers rate these tools well against rival apps.
5. Marketing & Customer Engagement
CRM ágil: Marketing teams get email campaigns, landing pages, and web popups. Campaigns reach contacts by email, redes sociales, 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.
Haga clic hacia arriba: 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.
⚠️ Advertencia: Some Agile CRM users say email delivery rates halved, then halved again. Send a test campaign before you move your whole list.
6. Calendario y programación
CRM ágil: The online calendar gives leads a booking link. Booked slots land in your schedule automatically. No back-and-forth emails needed.
Haga clic hacia arriba: 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
CRM ágil: 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.
Haga clic hacia arriba: 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.
⚠️ Advertencia: 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
CRM ágil: The helpdesk turns customer questions into tickets. Agents can group, label, and track each request. Service stays inside the same CRM as sales.
Haga clic hacia arriba: 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
CRM ágil: 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.
Haga clic hacia arriba: 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. Precios y costos
Here’s how the plans line up side by side.
| Nivel | CRM ágil | Haga clic hacia arriba |
|---|---|---|
| Gratis | Gratis: Gratis | Gratis: $0 |
| Entrada pagada | Starter: $8.99 | Ilimitado: 7 $/usuario/mes |
| Nivel medio | Regular: $29.99 | Negocio: $12/usuario/mes |
| Nivel superior | Enterprise: $47.99 | Empresa: Personalizada |
CRM ágil: 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.
Haga clic hacia arriba: 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.
Diferentes escenarios
| Si lo necesita | Elegir | Por qué |
|---|---|---|
| Lowest paid seat price | Haga clic hacia arriba | Cheaper entry plan per user |
| Deal tracking and forecasting | CRM ágil | Built for the sales process |
| Email campaigns and landing pages | CRM ágil | Automatización de marketing nativa |
| Project and task tracking | Haga clic hacia arriba | Gantt, kanban, and timeline views |
| A large team on a free plan | Haga clic hacia arriba | No user cap |
| tickets de soporte al cliente | CRM ágil | Built-in helpdesk |
| Configuración rápida | CRM ágil | Interfaz más sencilla para aprender |
💰 Tu presupuesto
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.
🔌 Tu conjunto de tecnologías
Map your tech stack before you choose. ClickUp connects to far more apps, while Agile CRM covers core sales and store links.
📝 Tu trabajo diario
Do you prospect on LinkedIn and chase leads by email? You need a CRM. Juggling deadlines across complex tasks and teams? ClickUp fits better.
🎓 Tu nivel de experiencia
Agile CRM promises easy implementation, unlike Infusionsoft, which can take months to learn. ClickUp has a steeper curve, but ClickUp University offers free courses.
Pruebas y demostraciones gratuitas 🆓
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.
🛟 Opciones de soporte
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.
Guía de cambio
¿Ya utilizas alguna de estas herramientas? Esto es lo que cambia cuando cambias.
🔄 Switching from Agile CRM to ClickUp?
✅ Lo que ganarás:
- Gantt charts, timelines, and task dependencies
- Time tracking and resource management tools
- Unlimited users on the free plan
❌ Lo que perderás:
- A real contacts database and deal tracking
- Email campaigns with A/B testing
- Helpdesk tickets and built-in calling
📋 Cómo cambiar:
- 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?
✅ Lo que ganarás:
- A true sales pipeline with forecasting
- Marketing automation and landing pages
- Leaderboards that motivate your reps
❌ Lo que perderás:
- Docs, chat, and whiteboards for teamwork
- Flexible project views like Gantt and Timeline
- The ClickUp Brain AI assistant
📋 Cómo cambiar:
- 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.
Lo que nuestra reseña no cubrió
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.
Veredicto final
| Categoría | Ganador |
|---|---|
| 💰 Precios | Haga clic hacia arriba |
| 🤝 CRM & Sales Tools | CRM ágil |
| 📣 Automatización de marketing | CRM ágil |
| 📋 Project & Task Management | Haga clic hacia arriba |
| 👶 Facilidad de configuración | CRM ágil |
| 📊 Informando | Haga clic hacia arriba |
| 🔌 Integraciones | Haga clic hacia arriba |
| 🛟 Soporte y confiabilidad | Haga clic hacia arriba |
| 🏆 Ganador absoluto | Haga clic hacia arriba |
🏆 GANADOR: CLICKUP
ClickUp gana en 5 de las 8 categorías.
Ideal para: 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.
Más sobre Agile CRM comparado
Not sold on Agile CRM? This video walks through its main rivals.
Here’s how Agile CRM stacks up against four popular CRMs:
El CRM ágil triunfa en: cheaper paid seats, a helpdesk on lower tiers, and sales gamification.
HubSpot triunfa en: a bigger app marketplace, deeper reporting, and free lessons through HubSpot Academy.
CRM ágil frente a ActiveCampaign
El CRM ágil triunfa en: a free plan, native support tickets, and built-in calling.
Campaña activa Gana en: deeper email automation, a deliverability focus, and a flexible email builder.
CRM ágil frente a Fuerza de ventas
El CRM ágil triunfa en: a far lower price, faster setup, and a free tier.
Salesforce gana en: deep customization, the AppExchange marketplace, and room to scale enterprise-wide.
CRM ágil frente a CRM Freshsales
El CRM ágil triunfa en: a larger free user limit, bundled marketing tools, and gamification.
Freshsales CRM triunfa en: Freddy AI lead scoring, a cleaner interface, and Freshdesk ties.
Más sobre ClickUp en comparación
Así es como ClickUp se compara con otras herramientas de gestión de proyectos:
ClickUp vs Asana
ClickUp gana en: unlimited free members, cheaper paid plans, and native docs and whiteboards.
Asana gana en: a calmer interface, faster onboarding for new hires, and polished portfolio reporting.
ClickUp vs Monday.com
ClickUp gana en: better value, more built-in views, and time tracking on cheaper tiers.
Monday.com gana en: a gentler learning curve, colorful visual boards, and a dedicated CRM product.
ClickUp vs Trello
ClickUp gana en: timeline and Gantt views, native time logs, and task dependencies.
Trello gana en: the simplest kanban setup, almost no learning curve, and Power-Ups linking Jira.
ClickUp vs Noción
ClickUp gana en: task dependencies, workload views, and ready-made automation recipes.
Notion gana en: a cleaner writing space, flexible wiki pages, and linked databases for notes.
Preguntas frecuentes
¿Es Agile CRM realmente gratuito?
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.
¿Agile CRM está basado en la nube?
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.
¿Para qué es mejor ClickUp?
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.
¿Cuáles son las desventajas de 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.
¿ClickUp es realmente gratis para siempre?
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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