⚡ Verdetto rapido:
- Prezzi: Both have a free plan. ClickUp paid plans start at $7/user/month. Agile CRM starts at $8.99 per user.
- Ideale per: ClickUp for task and project work. Agile CRM for small sales and marketing teams.
- Differenza fondamentale: Agile CRM tracks customers and deals. ClickUp tracks tasks and has no dedicated CRM module.
- La nostra scelta: ClickUp for most teams. It rates 4.3 against Agile CRM’s 2.8.
Piccole imprese often shortlist Agile CRM and ClickUp for the same reason.
They want one tool to run sales, tasks, and customer dati.
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.
Panoramica
This Agile CRM vs ClickUp comparison covers pricing, sales tools, task management, and support.
Abbiamo esaminato la documentazione, le pagine dei prezzi e le recensioni degli utenti per entrambi gli strumenti.
I nostri autori hanno anche trascorso del tempo di persona con ognuno di loro.
Tali osservazioni sono riportate nella sezione "Cosa ha notato il nostro team" qui di seguito.
Che cos'è Agile CRM?
Agile CRM is a cloud-based CRM system for small and medium businesses.
It launched in 2013 and has offices in India e le Filippine.
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 agile
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.
Prezzi di Agile CRM
Here’s what each Agile CRM plan costs in 2026.
| Piano | Prezzo | Ideale per |
|---|---|---|
| Gratuito | Gratuito | Teams of up to 10 users testing a CRM |
| Antipasto | $8.99 | Small teams that need more contacts |
| Regolare | $29.99 | Growing teams that want telephony and automation |
| Impresa | $47.99 | Teams that need unlimited contacts and access controls |
Pricing verified September 2026.
Prova gratuita: You don’t need one. The free version supports up to 10 users and 1,000 contacts. No credit card is required.
Garanzia di rimborso: 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.
⚠️ Avvertimento: 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.
Principali vantaggi di 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.
- Pipeline di vendita visiva: See every deal by stage at a glance. Drag deals forward as they progress.
- Email 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.
- Gamificazione delle vendite: Leaderboards and badges spark friendly competition on your sales team. It’s a simple sales enablement boost.
- Incontro booking: Leads book time directly on your calendar. It syncs with Google Calendar and Outlook.
- Accesso mobile: Web and mobile apps let reps manage deals and tasks remotely.
Cosa ha notato il nostro team
Nostro scrittore 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.
Vantaggi e svantaggi del CRM agile
✅ Pro
- Free plan covers up to 10 users
- Sincronizzazione integrata di telefonia e calendario
- Built-in telephony and meeting booking
- Gamification keeps sales reps motivated
❌ Contro
- Reviews report falling email delivery rates
- Bug fixes can take up to two weeks
- Limited custom fields for larger businesses
Che cos'è ClickUp?
ClickUp is a cloud-based project management platform for teams of any size.
Riunisce attività, documenti, calendari e chat in un unico spazio di lavoro.
That means less jumping between separate apps all day.
ClickUp’s features include Gantt charts, a kanban board, and time tracking.
Suo Assistente AI, 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.
Prezzi ClickUp
ClickUp offers a free plan and three paid tiers.
| Piano | Prezzo | Ideale per |
|---|---|---|
| Gratuito | $0 | Personal use and solo workers |
| Illimitato | 7 dollari per utente al mese | Smaller teams that need storage and integrations |
| Attività commerciale | 12 dollari per utente al mese | Mid-sized teams running multiple projects |
| Impresa | Costume | Large firms needing HIPAA and live onboarding training |
Pricing verified September 2026.
Prova gratuita: ClickUp offers a 15-day free trial on paid plans. The free plan never expires.
Garanzia di rimborso: 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.
⚠️ Avvertimento: The $7 and $12 rates are billed annually. Month-to-month billing costs more, around $10 and $19 per user. ClickUp also sells a Attività commerciale Plus tier and a paid AI add-on. Neither appears in our pricing data. Check ClickUp’s pricing page for a full comparison.
Principali vantaggi di ClickUp
Here’s what ClickUp does well:
- Visualizzazioni flessibili: 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.
- Libreria di modelli: 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.
- Collaborazione integrata: 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.
- Sicurezza and mobile: Two-factor authentication and user permissions protect your data. The mobile app even lets you add new tasks offline.
Cosa ha notato il nostro team
Our writer used ClickUp to plan tasks and track deadlines in a shared workspace. Here’s what stood out:
Pro e contro di ClickUp
✅ Pro
- 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
❌ Contro
- Interface can overwhelm new users
- No phone support, and live chat starts with a bot
- Segnalazione Gli strumenti sono sparsi sulla piattaforma
Confronto delle funzionalità
Agile CRM and ClickUp overlap less than you might expect. Below, we compare 10 areas that matter to small businesses.
| Caratteristica | CRM agile | ClickUp |
|---|---|---|
| Prezzo di partenza | $8.99 per user | 7 dollari per utente al mese |
| Piano gratuito | 29,99 $/utente/mese (tariffa standard) | ✅ Utenti illimitati |
| Gestione dei contatti | ✅ | ❌ Templates only |
| Marketing via e-mail | ✅ | ❌ |
| Helpdesk Ticketing | ✅ | ❌ |
| Potente automazione delle email, deliverability, strumenti omnicanale | ✅ | ❌ |
| 🔄 Stai pensando di passare da WriterZen a GetGenie? | ❌ | ✅ |
| Monitoraggio del tempo | ❌ | ✅ |
| Assistente AI | ❌ | La maggior parte delle persone inizia con la gestione dei progetti. |
| Ideale per | Team di vendita e marketing | Gestione di progetti e attività |
1. Focus principale
CRM agile: 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
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.
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
CRM agile: 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. Automazione del flusso di lavoro
CRM agile: 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 Costruttore sets up rules from a plain-language prompt. Reviewers rate these tools well against rival apps.
5. Marketing & Customer Engagement
CRM agile: Marketing teams get email campaigns, landing pages, and web popups. Campaigns reach contacts by email, social media, 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.
⚠️ Avvertimento: Some Agile CRM users say email delivery rates halved, then halved again. Send a test campaign before you move your whole list.
6. Calendario e pianificazione
CRM agile: 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
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.
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.
⚠️ Avvertimento: 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.
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
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.
Enterprise Search goes one step further. It finds files and answers across ClickUp and your connected apps.
10. Prezzi e costi
Here’s how the plans line up side by side.
| Livello | CRM agile | ClickUp |
|---|---|---|
| Gratuito | Gratuito: Gratuito | Offre ai team B2B tutto ciò di cui hanno bisogno senza sforare il budget. |
| Ingresso a pagamento | Starter: $8.99 | Accesso illimitato: 7 $/utente/mese |
| 20 dollari al mese (Pro) | Regular: $29.99 | Aziendale: 12 $/utente/mese |
| Livello superiore | Enterprise: $47.99 | Aziendale: Personalizzato |
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.
Diversi scenari
| Se hai bisogno | Scegliere | Perché |
|---|---|---|
| Lowest paid seat price | ClickUp | Cheaper entry plan per user |
| Deal tracking and forecasting | CRM agile | Built for the sales process |
| Email campaigns and landing pages | CRM agile | Automazione del marketing nativo |
| Project and task tracking | ClickUp | Gantt, kanban, and timeline views |
| A large team on a free plan | ClickUp | No user cap |
| Ticket di assistenza clienti | CRM agile | Built-in helpdesk |
| Configurazione rapida | CRM agile | Interfaccia più semplice da imparare |
💰 Il tuo 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.
🔌 Il tuo stack tecnologico
Map your tech stack before you choose. ClickUp connects to far more apps, while Agile CRM covers core sales and store links.
📝 Il tuo lavoro quotidiano
Do you prospect on LinkedIn and chase leads by email? You need a CRM. Juggling deadlines across complex tasks and teams? ClickUp fits better.
🎓 Il tuo livello di esperienza
Agile CRM promises easy implementation, unlike Infusionsoft, which can take months to learn. ClickUp has a steeper curve, but ClickUp University offers free courses.
🆓 Prove e demo gratuite
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.
🛟 Opzioni di supporto
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.
Guida al passaggio
Utilizzate già uno di questi strumenti? Ecco cosa cambia quando passate a quest'ultimo.
🔄 Switching from Agile CRM to ClickUp?
✅ Cosa otterrai:
- Gantt charts, timelines, and task dependencies
- Time tracking and resource management tools
- Unlimited users on the free plan
❌ Cosa perderai:
- A real contacts database and deal tracking
- Email campaigns with A/B testing
- Helpdesk tickets and built-in calling
📋 Come effettuare il passaggio:
- 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?
✅ Cosa otterrai:
- A true sales pipeline with forecasting
- Marketing automation and landing pages
- Leaderboards that motivate your reps
❌ Cosa perderai:
- Docs, chat, and whiteboards for teamwork
- Flexible project views like Gantt and Timeline
- The ClickUp Brain AI assistant
📋 Come effettuare il passaggio:
- 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.
Cosa non è stato trattato nella nostra recensione
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.
Verdetto finale
| Categoria | Vincitore |
|---|---|
| 💰 Prezzi | ClickUp |
| 🤝 CRM & Sales Tools | CRM agile |
| 📋 Gestione di compiti e progetti | CRM agile |
| 📋 Project & Task Management | ClickUp |
| 👶 Facilità di configurazione | CRM agile |
| 📊 Segnalazione | ClickUp |
| 🔌 Integrazioni | ClickUp |
| 🛟 Supporto e affidabilità | ClickUp |
| 🏆 Vincitore assoluto | ClickUp |
🏆 VINCITORE: CLICCA
ClickUp si aggiudica 5 delle 8 categorie.
Ideale per: 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.
Maggiori dettagli su Agile CRM a confronto
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 vince su: cheaper paid seats, a helpdesk on lower tiers, and sales gamification.
HubSpot vince su: a bigger app marketplace, deeper reporting, and free lessons through HubSpot Academy.
Agile CRM vince su: a free plan, native support tickets, and built-in calling.
Campagna attiva vittorie su: deeper email automation, a deliverability focus, and a flexible email builder.
CRM agile contro Forza vendita
Agile CRM vince su: a far lower price, faster setup, and a free tier.
Salesforce vince su: deep customization, the AppExchange marketplace, and room to scale enterprise-wide.
Agile CRM vince su: a larger free user limit, bundled marketing tools, and gamification.
Freshsales CRM vince su: Freddy AI lead scoring, a cleaner interface, and Freshdesk ties.
Maggiori dettagli su ClickUp a confronto
Ecco come ClickUp si confronta con altri strumenti di gestione dei progetti:
ClickUp contro Asana
ClickUp vince su: unlimited free members, cheaper paid plans, and native docs and whiteboards.
Asana vince su: a calmer interface, faster onboarding for new hires, and polished portfolio reporting.
ClickUp contro Monday.com
ClickUp vince su: better value, more built-in views, and time tracking on cheaper tiers.
Monday.com vince su: a gentler learning curve, colorful visual boards, and a dedicated CRM product.
ClickUp contro Trello
ClickUp vince su: timeline and Gantt views, native time logs, and task dependencies.
Trello vince su: the simplest kanban setup, almost no learning curve, and Power-Ups linking Jira.
ClickUp vs Nozione
ClickUp vince su: task dependencies, workload views, and ready-made automation recipes.
Collega Pipedrive alla tua email, al calendario, agli strumenti di marketing e altro ancora. L'API aperta ti consente anche di creare integrazioni personalizzate. a cleaner writing space, flexible wiki pages, and linked databases for notes.
Domande frequenti
Agile CRM è davvero 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 è basato sul 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.
Per cosa è più indicato 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.
Il piano gratuito di ClickUp è più che sufficiente per i piccoli team. La maggior parte delle startup può gestire l'intera attività con il piano gratuito prima di dover passare a un piano a pagamento.
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 è davvero gratuito per sempre?
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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