⚡ 간단 평가:
- 가격: Both have a free plan. ClickUp paid plans start at $7/user/month. Agile CRM starts at $8.99 per user.
- 다음과 같은 경우에 가장 적합합니다: ClickUp for task and project work. Agile CRM for small sales and marketing teams.
- 주요 차이점: Agile CRM tracks customers and deals. ClickUp tracks tasks and has no dedicated CRM module.
- 저희가 선택한 제품: ClickUp for most teams. It rates 4.3 against Agile CRM’s 2.8.
소규모 사업체 often shortlist Agile CRM and ClickUp for the same reason.
They want one tool to run sales, tasks, and customer 데이터.
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.
개요
This Agile CRM vs ClickUp comparison covers pricing, sales tools, task management, and support.
저희는 두 도구 모두에 대한 문서, 가격 페이지 및 사용자 리뷰를 검토했습니다.
저희 작가들은 각각의 제품을 직접 다루는 데에도 시간을 할애했습니다.
그러한 관찰 내용은 아래 '우리 팀이 발견한 사항' 섹션에 나와 있습니다.
애자일 CRM이란 무엇인가요?
Agile CRM is a cloud-based CRM system for small and medium businesses.
It launched in 2013 and has offices in 인도 그리고 필리핀.
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.
애자일 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.
애자일 CRM 가격 책정
Here’s what each Agile CRM plan costs in 2026.
| 계획 | 가격 | 가장 적합한 대상 |
|---|---|---|
| 무료 | 무료 | Teams of up to 10 users testing a CRM |
| 기동기 | $8.99 | Small teams that need more contacts |
| 정기적인 | $29.99 | Growing teams that want telephony and automation |
| 기업 | $47.99 | Teams that need unlimited contacts and access controls |
Pricing verified September 2026.
무료 체험: You don’t need one. The free version supports up to 10 users and 1,000 contacts. No credit card is required.
환불 보장: We couldn’t find a published refund policy. Test the free plan before you pay for any seat.
📌 메모: Paid prices are per user, per month, as CRMs typically charge. Worried about a setup fee? You can start free without entering card details.
⚠️ 경고: 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.
애자일 CRM의 주요 이점
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.
- 시각적 판매 파이프라인: See every deal by stage at a glance. Drag deals forward as they progress.
- 이메일 마케팅: 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.
- 판매 게임화: Leaderboards and badges spark friendly competition on your sales team. It’s a simple sales enablement boost.
- 회의 booking: Leads book time directly on your calendar. It syncs with Google Calendar and Outlook.
- 모바일 접속: Web and mobile apps let reps manage deals and tasks remotely.
우리 팀이 발견한 점
우리의 작가 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.
애자일 CRM의 장점과 단점
✅ 장점
- Free plan covers up to 10 users
- 영업, 마케팅, 헬프데스크 기능을 하나의 도구로 이용하세요
- Built-in telephony and meeting booking
- Gamification keeps sales reps motivated
❌ 단점
- Reviews report falling email delivery rates
- Bug fixes can take up to two weeks
- Limited custom fields for larger businesses
ClickUp이란 무엇인가요?
ClickUp is a cloud-based project management platform for teams of any size.
이 도구는 작업, 문서, 일정 및 채팅을 하나의 작업 공간에 통합합니다.
That means less jumping between separate apps all day.
ClickUp’s features include Gantt charts, a kanban board, and time tracking.
그것은 AI 비서, 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.
클릭업
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 가격 책정
ClickUp offers a free plan and three paid tiers.
| 계획 | 가격 | 가장 적합한 대상 |
|---|---|---|
| 무료 | $0 | Personal use and solo workers |
| 제한 없는 | 사용자당 월 7달러 | Smaller teams that need storage and integrations |
| 사업 | 사용자당 월 12달러 | Mid-sized teams running multiple projects |
| 기업 | 관습 | Large firms needing HIPAA and live onboarding training |
Pricing verified September 2026.
무료 체험: ClickUp offers a 15-day free trial on paid plans. The free plan never expires.
환불 보장: Every paid plan comes with a 30-day money-back guarantee.
📌 메모: 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.
⚠️ 경고: The $7 and $12 rates are billed annually. Month-to-month billing costs more, around $10 and $19 per user. ClickUp also sells a 사업 Plus tier and a paid AI add-on. Neither appears in our pricing data. Check ClickUp’s pricing page for a full comparison.
ClickUp의 주요 이점
Here’s what ClickUp does well:
- 유연한 보기 방식: 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.
- 템플릿 라이브러리: 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.
- 협업 기능이 내장되어 있습니다. 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.
- 보안 and mobile: Two-factor authentication and user permissions protect your data. The mobile app even lets you add new tasks offline.
우리 팀이 발견한 점
Our writer used ClickUp to plan tasks and track deadlines in a shared workspace. Here’s what stood out:
ClickUp의 장점과 단점
✅ 장점
- 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
❌ 단점
- Interface can overwhelm new users
- No phone support, and live chat starts with a bot
- 보고 도구들은 플랫폼 전체에 흩어져 있습니다.
기능 비교
Agile CRM and ClickUp overlap less than you might expect. Below, we compare 10 areas that matter to small businesses.
| 특징 | 애자일 CRM | 클릭업 |
|---|---|---|
| 시작 가격 | $8.99 per user | 사용자당 월 7달러 |
| 무료 플랜 | ✅ 최대 10명 사용자 | ✅ 사용자 수 무제한 |
| 연락처 관리 | ✅ | ❌ Templates only |
| 이메일 마케팅 | ✅ | ❌ |
| Helpdesk Ticketing | ✅ | ❌ |
| 내장형 전화 기능 | ✅ | ❌ |
| 간트 차트 | ❌ | ✅ |
| 시간 추적 | ❌ | ✅ |
| AI 어시스턴트 | ❌ | ✅ 클릭업 브레인 |
| 가장 적합한 대상 | 영업 및 마케팅 팀 | 프로젝트 및 작업 관리 |
1. 핵심 초점
애자일 CRM: Agile CRM is a CRM first. Everything centers on contacts, deals, and customer data. Each tool supports your sales processes.
클릭업: 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
애자일 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.
클릭업: 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
애자일 CRM: A visual sales pipeline follows each deal from lead to close. Sales forecasting estimates what your open deals will bring in.
클릭업: 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. 워크플로 자동화
애자일 CRM: Drag-and-drop workflows handle follow-ups, lead scoring, and data entry. Deals move forward without manual clicks.
클릭업: ClickUp offers ready-made automation rules plus fully custom ones. The AI Automation 건축업자 sets up rules from a plain-language prompt. Reviewers rate these tools well against rival apps.
5. Marketing & Customer Engagement
애자일 CRM: Marketing teams get email campaigns, landing pages, and web popups. Campaigns reach contacts by email, 소셜 미디어, 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.
클릭업: 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.
⚠️ 경고: Some Agile CRM users say email delivery rates halved, then halved again. Send a test campaign before you move your whole list.
6. 캘린더 및 일정 관리
애자일 CRM: The online calendar gives leads a booking link. Booked slots land in your schedule automatically. No back-and-forth emails needed.
클릭업: 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
애자일 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.
클릭업: 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.
⚠️ 경고: 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
애자일 CRM: The helpdesk turns customer questions into tickets. Agents can group, label, and track each request. Service stays inside the same CRM as sales.
클릭업: 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
애자일 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.
클릭업: 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. 가격 및 비용
Here’s how the plans line up side by side.
| 층 | 애자일 CRM | 클릭업 |
|---|---|---|
| 무료 | 무료: 무료 | 무료: 0달러 |
| 입장료 지불됨 | Starter: $8.99 | 무제한: 사용자당 월 7달러 |
| 중급 | Regular: $29.99 | 기업용: 사용자당 월 12달러 |
| 최상위 | Enterprise: $47.99 | 기업: 맞춤형 |
애자일 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.
클릭업: 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.
다양한 시나리오
| 필요하시면 | 선택하다 | 왜 |
|---|---|---|
| Lowest paid seat price | 클릭업 | Cheaper entry plan per user |
| Deal tracking and forecasting | 애자일 CRM | Built for the sales process |
| Email campaigns and landing pages | 애자일 CRM | 네이티브 마케팅 자동화 |
| Project and task tracking | 클릭업 | Gantt, kanban, and timeline views |
| A large team on a free plan | 클릭업 | No user cap |
| 고객 지원 티켓 | 애자일 CRM | Built-in helpdesk |
| 빠른 설정 | 애자일 CRM | 더 간단한 학습 인터페이스 |
💰 예산
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.
🔌 사용 중인 기술 스택
Map your tech stack before you choose. ClickUp connects to far more apps, while Agile CRM covers core sales and store links.
📝 당신의 일상 업무
Do you prospect on 링크드인 and chase leads by email? You need a CRM. Juggling deadlines across complex tasks and teams? ClickUp fits better.
🎓 귀하의 경험 수준
Agile CRM promises easy implementation, unlike Infusionsoft, which can take months to learn. ClickUp has a steeper curve, but ClickUp University offers free courses.
🆓 무료 체험 및 데모
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.
🛟 지원 옵션
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.
전환 가이드
이미 이러한 도구 중 하나를 사용하고 계신가요? 전환 시 어떤 점이 달라지는지 알아보세요.
🔄 Switching from Agile CRM to ClickUp?
✅ 얻게 될 이점:
- Gantt charts, timelines, and task dependencies
- Time tracking and resource management tools
- Unlimited users on the free plan
❌ 잃게 될 것:
- A real contacts database and deal tracking
- Email campaigns with A/B testing
- Helpdesk tickets and built-in calling
📋 전환 방법:
- 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?
✅ 얻게 될 이점:
- A true sales pipeline with forecasting
- Marketing automation and landing pages
- Leaderboards that motivate your reps
❌ 잃게 될 것:
- Docs, chat, and whiteboards for teamwork
- Flexible project views like Gantt and Timeline
- The ClickUp Brain AI assistant
📋 전환 방법:
- 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.
저희 리뷰에서 다루지 않은 내용
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.
최종 판결
| 범주 | 우승자 |
|---|---|
| 💰 가격 | 클릭업 |
| 🤝 CRM & Sales Tools | 애자일 CRM |
| 📣 마케팅 자동화 | 애자일 CRM |
| 📋 Project & Task Management | 클릭업 |
| 👶 간편한 설치 | 애자일 CRM |
| 📊 신고 | 클릭업 |
| 🔌 통합 | 클릭업 |
| 🛟 지원 및 신뢰성 | 클릭업 |
| 🏆 종합 우승 | 클릭업 |
🏆 우승: 클릭업
ClickUp이 8개 부문 중 5개 부문에서 수상했습니다.
다음과 같은 경우에 가장 적합합니다: 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.
애자일 CRM 비교
Not sold on Agile CRM? This video walks through its main rivals.
Here’s how Agile CRM stacks up against four popular CRMs:
애자일 CRM이 우위를 점하는 이유: cheaper paid seats, a helpdesk on lower tiers, and sales gamification.
HubSpot이 다음 분야에서 우위를 차지했습니다: a bigger app marketplace, deeper reporting, and free lessons through HubSpot Academy.
애자일 CRM이 우위를 점하는 이유: a free plan, native support tickets, and built-in calling.
액티브캠페인 승리 항목: deeper email automation, a deliverability focus, and a flexible email builder.
애자일 CRM vs 세일즈포스
애자일 CRM이 우위를 점하는 이유: a far lower price, faster setup, and a free tier.
Salesforce가 다음 분야에서 우위를 점했습니다: deep customization, the AppExchange marketplace, and room to scale enterprise-wide.
애자일 CRM이 우위를 점하는 이유: a larger free user limit, bundled marketing tools, and gamification.
Freshsales CRM이 다음 항목에서 우위를 차지했습니다: Freddy AI lead scoring, a cleaner interface, and Freshdesk ties.
ClickUp과 비교했을 때 더 많은 정보
ClickUp이 다른 프로젝트 관리 도구와 비교했을 때 어떤 장단점을 가지고 있는지 살펴보겠습니다.
ClickUp vs Asana
ClickUp이 다음 분야에서 우위를 점했습니다: unlimited free members, cheaper paid plans, and native docs and whiteboards.
Asana가 다음 항목에서 승리했습니다: a calmer interface, faster onboarding for new hires, and polished portfolio reporting.
ClickUp vs Monday.com
ClickUp이 다음 분야에서 우위를 점했습니다: better value, more built-in views, and time tracking on cheaper tiers.
Monday.com이 다음 항목에서 승리했습니다: a gentler learning curve, colorful visual boards, and a dedicated CRM product.
ClickUp vs Trello
ClickUp이 다음 분야에서 우위를 점했습니다: timeline and Gantt views, native time logs, and task dependencies.
Trello가 다음 분야에서 승리했습니다: the simplest kanban setup, almost no learning curve, and Power-Ups linking Jira.
클릭업 vs 개념
ClickUp이 다음 분야에서 우위를 점했습니다: task dependencies, workload views, and ready-made automation recipes.
Notion이 다음 항목에서 승리했습니다: a cleaner writing space, flexible wiki pages, and linked databases for notes.
자주 묻는 질문
Agile CRM은 정말 무료인가요?
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 CRM은 클라우드 기반인가요?
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.
ClickUp은 어떤 용도에 가장 적합할까요?
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.
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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.
ClickUp은 정말 평생 무료인가요?
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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