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Agile CRM vs ClickUp in 2026 — Which One Wins?

par | Last updated Sep 13, 2026

Gagnant
clic vers le haut
4.3
  • Formule gratuite avec utilisateurs illimités
  • Plus de 1 000 intégrations d'applications
  • ClickUp Brain AI Assistant
  • Vues Gantt, Kanban et Calendrier
  • Intégré Suivi du temps
  • 100+ Automation Modèles
  • Abonnements payants à partir de 7 $/utilisateur/mois
Finaliste
CRM agile
2.8
  • Forfait gratuit pour un maximum de 10 utilisateurs
  • Sales, Marketing & Helpdesk in One
  • Built-in Telephony & Email
  • Email A/B Testing
  • Gamification des ventes et classements
  • Lead Scoring & Automation
  • Abonnements payants à partir de 8,99 $/utilisateur/mois

⚡ Verdict rapide :

  • Tarification : Both have a free plan. ClickUp paid plans start at $7/user/month. Agile CRM starts at $8.99 per user.
  • Idéal pour : ClickUp for task and project work. Agile CRM for small sales and marketing teams.
  • Différence principale : Agile CRM tracks customers and deals. ClickUp tracks tasks and has no dedicated CRM module.
  • Notre choix : ClickUp for most teams. It rates 4.3 against Agile CRM’s 2.8.
Agile CRM vs Clickup

petites entreprises often shortlist Agile CRM and ClickUp for the same reason.

They want one tool to run sales, tasks, and customer données.

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.

Aperçu

This Agile CRM vs ClickUp comparison covers pricing, sales tools, task management, and support.

Nous avons examiné la documentation, les pages de tarification et les avis des utilisateurs pour les deux outils.

Nos rédacteurs ont également passé du temps à manipuler chaque plante.

Ces observations figurent dans les sections « Ce que notre équipe a remarqué » ci-dessous.

Qu'est-ce que le CRM agile ?

Agile CRM is a cloud-based CRM system for small and medium businesses.

It launched in 2013 and has offices in Inde et les Philippines.

The company says over 15,000 customers use it globally.

Page d'accueil d'Agile CRM

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.

Avis honnête sur Agile CRM - À voir avant utilisation

CRM agile

⭐ 2,8/5 | 💰 Formule gratuite, à partir de 8,99 $/utilisateur

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.

Tarification Agile CRM

Here’s what each Agile CRM plan costs in 2026.

PlanPrixIdéal pour
GratuitGratuitTeams of up to 10 users testing a CRM
Démarreur$8.99Small teams that need more contacts
Régulier$29.99Growing teams that want telephony and automation
Entreprise$47.99Teams that need unlimited contacts and access controls

Pricing verified September 2026.

Tarification Agile CRM

Essai gratuit : You don’t need one. The free version supports up to 10 users and 1,000 contacts. No credit card is required.

Garantie de remboursement : We couldn’t find a published refund policy. Test the free plan before you pay for any seat.

📌 Note: Paid prices are per user, per month, as CRMs typically charge. Worried about a setup fee? You can start free without entering card details.

⚠️ Avertissement: 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.

Principaux avantages d'un CRM agile

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.
  • Pipeline de vente visuel : See every deal by stage at a glance. Drag deals forward as they progress.
  • Marketing par e-mail : 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.
  • Ludification des ventes : Leaderboards and badges spark friendly competition on your sales team. It’s a simple sales enablement boost.
  • Réunion booking: Leads book time directly on your calendar. It syncs with Google Calendar and Outlook.
  • Accès mobile : Web and mobile apps let reps manage deals and tasks remotely.
Principaux avantages du CRM agile

Ce que notre équipe a remarqué

Notre écrivain signed up for Agile CRM and explored contacts, deals, and campaigns. Here’s what stood out:

Expérience personnelle en matière de CRM agile

Our writer also recorded a short walkthrough from that session.

Avis honnête sur Agile CRM - À voir avant utilisation

Avantages et inconvénients du CRM agile

✅ Avantages
  • Free plan covers up to 10 users
  • Ventes, marketing et assistance technique dans un seul outil
  • Built-in telephony and meeting booking
  • Gamification keeps sales reps motivated
❌ Inconvénients
  • Reviews report falling email delivery rates
  • Bug fixes can take up to two weeks
  • Limited custom fields for larger businesses

Qu'est-ce que ClickUp ?

ClickUp is a cloud-based project management platform for teams of any size.

Il regroupe les tâches, les documents, les calendriers et les discussions dans un seul espace de travail.

That means less jumping between separate apps all day.

ClickUp

ClickUp’s features include Gantt charts, a kanban board, and time tracking.

C'est Assistant 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.

ClickUp

⭐ 4,3/5 | 💰 Formule gratuite, à partir de 7 $/utilisateur/mois

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.

Tarification ClickUp

ClickUp offers a free plan and three paid tiers.

PlanPrixIdéal pour
Gratuit$0Personal use and solo workers
Illimité7 $/utilisateur/moisSmaller teams that need storage and integrations
Entreprise12 $/utilisateur/moisMid-sized teams running multiple projects
EntrepriseCoutumeLarge firms needing HIPAA and live onboarding training

Pricing verified September 2026.

Tarification Clickup

Essai gratuit : ClickUp offers a 15-day free trial on paid plans. The free plan never expires.

Garantie de remboursement : Every paid plan comes with a 30-day money-back guarantee.

📌 Note: 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.

⚠️ Avertissement: The $7 and $12 rates are billed annually. Month-to-month billing costs more, around $10 and $19 per user. ClickUp also sells a Entreprise Plus tier and a paid AI add-on. Neither appears in our pricing data. Check ClickUp’s pricing page for a full comparison.

Principaux avantages de ClickUp

Here’s what ClickUp does well:

  • Vues 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.
  • Bibliothèque de modèles : 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.
  • Collaboration intégrée : 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.
  • Sécurité and mobile: Two-factor authentication and user permissions protect your data. The mobile app even lets you add new tasks offline.
ClickUp Top Avantages

Ce que notre équipe a remarqué

Our writer used ClickUp to plan tasks and track deadlines in a shared workspace. Here’s what stood out:

expérience personnelle ClickUp

Avantages et inconvénients de ClickUp

✅ Avantages
  • 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
❌ Inconvénients
  • Interface can overwhelm new users
  • No phone support, and live chat starts with a bot
  • Signalement Les outils sont dispersés sur la plateforme

Comparaison des fonctionnalités

Agile CRM and ClickUp overlap less than you might expect. Below, we compare 10 areas that matter to small businesses.

FonctionnalitéCRM agileClickUp
Prix ​​initial$8.99 per user7 $/utilisateur/mois
Plan gratuit✅ Jusqu'à 10 utilisateurs✅ Utilisateurs illimités
Gestion des contacts❌ Templates only
Marketing par e-mail
Helpdesk Ticketing
Téléphonie intégrée
Diagrammes de Gantt
Suivi du temps
Assistant IA✅ ClickUp Brain
Idéal pouréquipes de vente et de marketingGestion de projet et de tâches

1. Axe principal

CRM agile : Agile CRM is a CRM first. Everything centers on contacts, deals, and customer data. Each tool supports your sales processes.

Gestion agile des contacts CRM

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.

Gestion de projet Clickup

2. Contact & Company Records

CRM agile : 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.

Gestion agile des entreprises CRM

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.

Modèles ClickUp Builder

3. Sales Pipeline vs Task Boards

CRM agile : A visual sales pipeline follows each deal from lead to close. Sales forecasting estimates what your open deals will bring in.

Gestion agile des transactions CRM

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.

clickup kanban

4. Automatisation des flux de travail

CRM agile : Drag-and-drop workflows handle follow-ups, lead scoring, and data entry. Deals move forward without manual clicks.

Automatisation des ventes

ClickUp : ClickUp offers ready-made automation rules plus fully custom ones. The AI Automation Constructeur sets up rules from a plain-language prompt. Reviewers rate these tools well against rival apps.

générateur d'automatisation ClickUp AI

5. Marketing & Customer Engagement

CRM agile : Marketing teams get email campaigns, landing pages, and web popups. Campaigns reach contacts by email, réseaux sociaux, and mobile. The template builder is simple, though reviews call it inflexible.

Automatisation marketing pour les petites entreprises

Web engagement tracking adds another layer. You see which contacts visit your site and which pages they view.

CRM agile : Règles Web pour engager les visiteurs de votre site Web

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.

⚠️ Avertissement: Some Agile CRM users say email delivery rates halved, then halved again. Send a test campaign before you move your whole list.

6. Calendrier et planification

CRM agile : The online calendar gives leads a booking link. Booked slots land in your schedule automatically. No back-and-forth emails needed.

Calendrier en ligne Agile CRM

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.

ClickUp

7. Reporting & Time Tracking

CRM agile : 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.

Rapports et analyses CRM agiles

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.

suivi du temps de clic

⚠️ Avertissement: 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 agile : The helpdesk turns customer questions into tickets. Agents can group, label, and track each request. Service stays inside the same CRM as sales.

Les flux de travail CRM agiles vous aident à gérer votre support client

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.

ClickUp

9. AI Tools & Integrations

CRM agile : 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.

ClickUp

Enterprise Search goes one step further. It finds files and answers across ClickUp and your connected apps.

ClickUp

10. Tarification et coût

Here’s how the plans line up side by side.

ÉtageCRM agileClickUp
GratuitGratuit : GratuitGratuit : 0 $
Entrée payéeStarter: $8.99Illimité : 7 $/utilisateur/mois
Niveau intermédiaireRegular: $29.99Entreprise : 12 $/utilisateur/mois
Niveau supérieurEnterprise: $47.99Entreprise : Personnalisé

CRM agile : 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.

Différents scénarios

Si vous avez besoinChoisirPourquoi
Lowest paid seat priceClickUpCheaper entry plan per user
Deal tracking and forecastingCRM agileBuilt for the sales process
Email campaigns and landing pagesCRM agileAutomatisation du marketing natif
Project and task trackingClickUpGantt, kanban, and timeline views
A large team on a free planClickUpNo user cap
tickets d'assistance clientCRM agileBuilt-in helpdesk
Installation rapideCRM agileInterface plus simple à apprendre

💰 Votre 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.

🔌 Votre pile technologique

Map your tech stack before you choose. ClickUp connects to far more apps, while Agile CRM covers core sales and store links.

📝 Votre travail quotidien

Do you prospect on LinkedIn and chase leads by email? You need a CRM. Juggling deadlines across complex tasks and teams? ClickUp fits better.

🎓 Votre niveau d'expérience

Agile CRM promises easy implementation, unlike Infusionsoft, which can take months to learn. ClickUp has a steeper curve, but ClickUp University offers free courses.

🆓 Essais et démos gratuits

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.

🛟 Options d'assistance

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.

Guide de changement

Vous utilisez déjà l'un de ces outils ? Voici ce qui change lorsque vous en changez.

🔄 Switching from Agile CRM to ClickUp?

✅ Ce que vous y gagnerez :

  • Gantt charts, timelines, and task dependencies
  • Time tracking and resource management tools
  • Unlimited users on the free plan

❌ Ce que vous perdrez :

  • A real contacts database and deal tracking
  • Email campaigns with A/B testing
  • Helpdesk tickets and built-in calling

📋 Comment changer :

  1. Export contacts and deals from Agile CRM as CSV files.
  2. Create a ClickUp workspace and pick a CRM template.
  3. Import the files and map each column to a custom field.
🔄 Switching from ClickUp to Agile CRM?

✅ Ce que vous y gagnerez :

  • A true sales pipeline with forecasting
  • Marketing automation and landing pages
  • Leaderboards that motivate your reps

❌ Ce que vous perdrez :

  • Docs, chat, and whiteboards for teamwork
  • Flexible project views like Gantt and Timeline
  • The ClickUp Brain AI assistant

📋 Comment changer :

  1. Export client lists and tasks from ClickUp as CSV files.
  2. Sign up for Agile CRM’s free plan.
  3. Import contacts, then rebuild open deals in the pipeline.

Ce que notre analyse n'a pas couvert

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.

Verdict final

CatégorieGagnant
💰 TarificationClickUp
🤝 CRM & Sales ToolsCRM agile
📣 Automatisation du marketingCRM agile
📋 Project & Task ManagementClickUp
👶 Facilité d'installationCRM agile
📊 SignalementClickUp
🔌 IntégrationsClickUp
🛟 Assistance et fiabilitéClickUp
🏆 Vainqueur toutes catégoriesClickUp

🏆 GAGNANT : CLICKUP

ClickUp remporte 5 catégories sur 8.

Idéal pour : 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.

Comparaison plus poussée des solutions CRM agiles

Not sold on Agile CRM? This video walks through its main rivals.

Les meilleurs outils CRM pour vos besoins

Here’s how Agile CRM stacks up against four popular CRMs:

CRM agile vs HubSpot

Agile CRM l'emporte sur : cheaper paid seats, a helpdesk on lower tiers, and sales gamification.

HubSpot l'emporte sur : a bigger app marketplace, deeper reporting, and free lessons through HubSpot Academy.

CRM agile vs ActiveCampaign

Agile CRM l'emporte sur : a free plan, native support tickets, and built-in calling.

ActiveCampaign victoires sur : deeper email automation, a deliverability focus, and a flexible email builder.

CRM agile vs Salesforce

Agile CRM l'emporte sur : a far lower price, faster setup, and a free tier.

Salesforce l'emporte sur : deep customization, the AppExchange marketplace, and room to scale enterprise-wide.

CRM Agile vs CRM Freshsales

Agile CRM l'emporte sur : a larger free user limit, bundled marketing tools, and gamification.

Freshsales CRM remporte des succès sur : Freddy AI lead scoring, a cleaner interface, and Freshdesk ties.

Comparaison de ClickUp

Voici comment ClickUp se compare aux autres outils de gestion de projet :

ClickUp vs Asana

ClickUp l'emporte sur : unlimited free members, cheaper paid plans, and native docs and whiteboards.

Asana l'emporte sur : a calmer interface, faster onboarding for new hires, and polished portfolio reporting.

ClickUp contre Monday.com

ClickUp l'emporte sur : better value, more built-in views, and time tracking on cheaper tiers.

Monday.com l'emporte sur : a gentler learning curve, colorful visual boards, and a dedicated CRM product.

ClickUp contre Trello

ClickUp l'emporte sur : timeline and Gantt views, native time logs, and task dependencies.

Trello l'emporte sur : the simplest kanban setup, almost no learning curve, and Power-Ups linking Jira.

ClickUp vs Notion

ClickUp l'emporte sur : task dependencies, workload views, and ready-made automation recipes.

Notion l'emporte sur : a cleaner writing space, flexible wiki pages, and linked databases for notes.

Foire aux questions

Agile CRM est-il vraiment gratuit ?

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 est-il basé sur le cloud ?

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.

À quoi ClickUp est-il particulièrement adapté ?

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.

Quels sont les inconvénients 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 est-il vraiment gratuit pour toujours ?

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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