⚡ 簡単な評価:
- 価格: Both have a free plan. ClickUp paid plans start at $7/user/month. Agile CRM starts at $8.99 per user.
- 最適な用途: ClickUp for task and project work. Agile CRM for small sales and marketing teams.
- 主な違い： Agile CRM tracks customers and deals. ClickUp tracks tasks and has no dedicated CRM module.
- 私たちのおすすめ： ClickUp for most teams. It rates 4.3 against Agile CRM’s 2.8.
中小企業 often shortlist Agile CRM and ClickUp for the same reason.
They want one tool to run sales, tasks, and customer データ.
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.
概要
This Agile CRM vs ClickUp comparison covers pricing, sales tools, task management, and support.
私たちは両ツールのドキュメント、価格ページ、ユーザーレビューを確認しました。
私たちのライター陣は、それぞれの動物と実際に触れ合う時間も設けました。
これらの観察結果は、以下の「チームが気づいたこと」のセクションに記載されています。
Agile CRM とは何ですか?
Agile CRM is a cloud-based CRM system for small and medium businesses.
It launched in 2013 and has offices in インド そしてフィリピン。
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.
アジャイル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の価格
Here’s what each Agile CRM plan costs in 2026.
| プラン | 価格 | 最適な用途 |
|---|---|---|
| 無料 | 無料 | Teams of up to 10 users testing a CRM |
| スターター | $8.99 | Small teams that need more contacts |
| 通常 | $29.99 | Growing teams that want telephony and automation |
| 企業 | $47.99 | Teams that need unlimited contacts and access controls |
Pricing verified September 2026.
無料トライアル: You don’t need one. The free version supports up to 10 users and 1,000 contacts. No credit card is required.
返金保証: We couldn’t find a published refund policy. Test the free plan before you pay for any seat.
📌 注記： Paid prices are per user, per month, as CRMs typically charge. Worried about a setup fee? You can start free without entering card details.
⚠️ 警告： 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.
アジャイルCRMの主なメリット
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.
- 視覚的な販売パイプライン： See every deal by stage at a glance. Drag deals forward as they progress.
- メールマーケティング: 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.
- 販売におけるゲーム化： Leaderboards and badges spark friendly competition on your sales team. It’s a simple sales enablement boost.
- ミーティング booking: Leads book time directly on your calendar. It syncs with Google Calendar and Outlook.
- モバイルアクセス: Web and mobile apps let reps manage deals and tasks remotely.
私たちのチームが気づいたこと
私たちの 作家 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.
アジャイルCRMのメリットとデメリット
✅ メリット
- Free plan covers up to 10 users
- 営業、マーケティング、ヘルプデスクを1つのツールで実現
- Built-in telephony and meeting booking
- Gamification keeps sales reps motivated
❌ デメリット
- Reviews report falling email delivery rates
- Bug fixes can take up to two weeks
- Limited custom fields for larger businesses
ClickUpとは何ですか?
ClickUp is a cloud-based project management platform for teams of any size.
タスク、ドキュメント、カレンダー、チャットを1つのワークスペースにまとめます。
That means less jumping between separate apps all day.
ClickUp’s features include Gantt charts, a kanban board, and time tracking.
その AIアシスタント, 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.
クリックアップ
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の価格設定
ClickUp offers a free plan and three paid tiers.
| プラン | 価格 | 最適な用途 |
|---|---|---|
| 無料 | $0 | Personal use and solo workers |
| 無制限 | 月額7ドル/ユーザー | Smaller teams that need storage and integrations |
| 仕事 | 1ユーザーあたり月額12ドル | Mid-sized teams running multiple projects |
| 企業 | カスタム | Large firms needing HIPAA and live onboarding training |
Pricing verified September 2026.
無料トライアル: ClickUp offers a 15-day free trial on paid plans. The free plan never expires.
返金保証: Every paid plan comes with a 30-day money-back guarantee.
📌 注記： 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.
⚠️ 警告： The $7 and $12 rates are billed annually. Month-to-month billing costs more, around $10 and $19 per user. ClickUp also sells a 仕事 Plus tier and a paid AI add-on. Neither appears in our pricing data. Check ClickUp’s pricing page for a full comparison.
ClickUpの主なメリット
Here’s what ClickUp does well:
- 柔軟な表示： 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.
- テンプレートライブラリ: 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.
- 組み込みのコラボレーション機能： 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.
- 安全 and mobile: Two-factor authentication and user permissions protect your data. The mobile app even lets you add new tasks offline.
私たちのチームが気づいたこと
Our writer used ClickUp to plan tasks and track deadlines in a shared workspace. Here’s what stood out:
ClickUpのメリットとデメリット
✅ メリット
- 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
❌ デメリット
- Interface can overwhelm new users
- No phone support, and live chat starts with a bot
- 報告 ツールはプラットフォーム全体に散在している
機能比較
Agile CRM and ClickUp overlap less than you might expect. Below, we compare 10 areas that matter to small businesses.
| 特徴 | アジャイルCRM | クリックアップ |
|---|---|---|
| 開始価格 | $8.99 per user | 月額7ドル/ユーザー |
| 無料プラン | ✅ 最大10ユーザー | ✅ ユーザー数無制限 |
| 連絡先管理 | ✅ | ❌ Templates only |
| メールマーケティング | ✅ | ❌ |
| Helpdesk Ticketing | ✅ | ❌ |
| 内蔵電話機能 | ✅ | ❌ |
| ガントチャート | ❌ | ✅ |
| 時間追跡 | ❌ | ✅ |
| AIアシスタント | ❌ | ✅ ClickUp Brain |
| 最適な用途 | 営業およびマーケティングチーム | プロジェクトおよびタスク管理 |
1. コアフォーカス
アジャイルCRM: Agile CRM is a CRM first. Everything centers on contacts, deals, and customer data. Each tool supports your sales processes.
クリックアップ: 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
アジャイル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.
クリックアップ: 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
アジャイルCRM: A visual sales pipeline follows each deal from lead to close. Sales forecasting estimates what your open deals will bring in.
クリックアップ: 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. ワークフロー自動化
アジャイルCRM: Drag-and-drop workflows handle follow-ups, lead scoring, and data entry. Deals move forward without manual clicks.
クリックアップ: ClickUp offers ready-made automation rules plus fully custom ones. The AI Automation ビルダー sets up rules from a plain-language prompt. Reviewers rate these tools well against rival apps.
5. Marketing & Customer Engagement
アジャイルCRM: Marketing teams get email campaigns, landing pages, and web popups. Campaigns reach contacts by email, ソーシャルメディア, 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.
クリックアップ: 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.
⚠️ 警告： Some Agile CRM users say email delivery rates halved, then halved again. Send a test campaign before you move your whole list.
6. カレンダーとスケジュール
アジャイルCRM: The online calendar gives leads a booking link. Booked slots land in your schedule automatically. No back-and-forth emails needed.
クリックアップ: 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
アジャイル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.
クリックアップ: 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.
⚠️ 警告： 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
アジャイルCRM: The helpdesk turns customer questions into tickets. Agents can group, label, and track each request. Service stays inside the same CRM as sales.
クリックアップ: 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
アジャイル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.
クリックアップ: 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. 価格設定とコスト
Here’s how the plans line up side by side.
| ティア | アジャイルCRM | クリックアップ |
|---|---|---|
| 無料 | 無料: 無料 | 無料：0ドル |
| 入場料支払い済み | Starter: $8.99 | 無制限プラン：ユーザー1人あたり月額7ドル |
| 中級クラス | Regular: $29.99 | ビジネスプラン：ユーザー1人あたり月額12ドル |
| トップティア | Enterprise: $47.99 | エンタープライズ：カスタム |
アジャイル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.
クリックアップ: 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.
さまざまなシナリオ
| 必要な場合は | 選ぶ | なぜ |
|---|---|---|
| Lowest paid seat price | クリックアップ | Cheaper entry plan per user |
| Deal tracking and forecasting | アジャイルCRM | Built for the sales process |
| Email campaigns and landing pages | アジャイルCRM | ネイティブマーケティングオートメーション |
| Project and task tracking | クリックアップ | Gantt, kanban, and timeline views |
| A large team on a free plan | クリックアップ | No user cap |
| カスタマーサポートチケット | アジャイルCRM | Built-in helpdesk |
| クイックセットアップ | アジャイルCRM | 学習しやすいシンプルなインターフェース |
💰 あなたの予算
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.
🔌 あなたの技術スタック
Map your tech stack before you choose. ClickUp connects to far more apps, while Agile CRM covers core sales and store links.
📝 日々の仕事
Do you prospect on リンクトイン and chase leads by email? You need a CRM. Juggling deadlines across complex tasks and teams? ClickUp fits better.
🎓 あなたの経験レベル
Agile CRM promises easy implementation, unlike Infusionsoft, which can take months to learn. ClickUp has a steeper curve, but ClickUp University offers free courses.
🆓 無料トライアルとデモ
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.
🛟 サポートオプション
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.
切り替えガイド
既にこれらのツールのいずれかをご利用ですか？切り替えると何が変わるのか、以下にご説明します。
🔄 Switching from Agile CRM to ClickUp?
✅ 得られるもの：
- Gantt charts, timelines, and task dependencies
- Time tracking and resource management tools
- Unlimited users on the free plan
❌ 失うもの：
- A real contacts database and deal tracking
- Email campaigns with A/B testing
- Helpdesk tickets and built-in calling
📋切り替え方法：
- 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?
✅ 得られるもの：
- A true sales pipeline with forecasting
- Marketing automation and landing pages
- Leaderboards that motivate your reps
❌ 失うもの：
- Docs, chat, and whiteboards for teamwork
- Flexible project views like Gantt and Timeline
- The ClickUp Brain AI assistant
📋切り替え方法：
- 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.
私たちのレビューで取り上げられなかったこと
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.
最終評決
| カテゴリ | 勝者 |
|---|---|
| 💰価格 | クリックアップ |
| 🤝 CRM & Sales Tools | アジャイルCRM |
| 📣 マーケティングオートメーション | アジャイルCRM |
| 📋 Project & Task Management | クリックアップ |
| 👶 セットアップの容易さ | アジャイルCRM |
| 📊 報道 | クリックアップ |
| 🔌 連携機能 | クリックアップ |
| 🛟 サポートと信頼性 | クリックアップ |
| 🏆総合優勝 | クリックアップ |
🏆 優勝：クリックアップ
ClickUpは8部門中5部門で受賞した。
最適な用途: 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.
アジャイルCRMの比較
Not sold on Agile CRM? This video walks through its main rivals.
Here’s how Agile CRM stacks up against four popular CRMs:
アジャイルCRMが優れている点： cheaper paid seats, a helpdesk on lower tiers, and sales gamification.
HubSpotが優れている点： a bigger app marketplace, deeper reporting, and free lessons through HubSpot Academy.
アジャイルCRMが優れている点： a free plan, native support tickets, and built-in calling.
アクティブキャンペーン 勝利したタイトル： deeper email automation, a deliverability focus, and a flexible email builder.
アジャイルCRM vs セールスフォース
アジャイルCRMが優れている点： a far lower price, faster setup, and a free tier.
Salesforceが優れている点： deep customization, the AppExchange marketplace, and room to scale enterprise-wide.
アジャイルCRMが優れている点： a larger free user limit, bundled marketing tools, and gamification.
Freshsales CRMが優れている点： Freddy AI lead scoring, a cleaner interface, and Freshdesk ties.
ClickUpの比較をもっと見る
ClickUpが他のプロジェクト管理ツールと比べてどうなのか、以下に説明します。
ClickUp vs Asana
ClickUpが優れている点： unlimited free members, cheaper paid plans, and native docs and whiteboards.
Asanaが優れている点： a calmer interface, faster onboarding for new hires, and polished portfolio reporting.
ClickUp vs Monday.com
ClickUpが優れている点： better value, more built-in views, and time tracking on cheaper tiers.
Monday.comが以下の点で勝利しました： a gentler learning curve, colorful visual boards, and a dedicated CRM product.
ClickUp vs Trello
ClickUpが優れている点： timeline and Gantt views, native time logs, and task dependencies.
Trelloが優れている点： the simplest kanban setup, almost no learning curve, and Power-Ups linking Jira.
ClickUp vs 概念
ClickUpが優れている点： task dependencies, workload views, and ready-made automation recipes.
Notionが勝利した点： a cleaner writing space, flexible wiki pages, and linked databases for notes.
よくある質問
Agile CRMは本当に無料ですか？
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はクラウドベースですか？
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.
ClickUpはどのような用途に最適ですか？
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.
ClickUpのデメリットは何ですか？
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は本当に永久無料ですか？
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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