⚡ Nhận định nhanh:
- Chạy: Both have a free plan. ClickUp paid plans start at $7/user/month. Agile CRM starts at $8.99 per user.
- Phù hợp nhất cho: ClickUp for task and project work. Agile CRM for small sales and marketing teams.
- Điểm khác biệt chính: Agile CRM tracks customers and deals. ClickUp tracks tasks and has no dedicated CRM module.
- Lựa chọn của chúng tôi: ClickUp for most teams. It rates 4.3 against Agile CRM’s 2.8.
Doanh nghiệp nhỏ often shortlist Agile CRM and ClickUp for the same reason.
They want one tool to run sales, tasks, and customer dữ liệu.
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.
Toàn cảnh
This Agile CRM vs ClickUp comparison covers pricing, sales tools, task management, and support.
Chúng tôi đã xem xét tài liệu, trang giá cả và đánh giá của người dùng về cả hai công cụ.
Các cây bút của chúng tôi cũng đã dành thời gian trực tiếp tiếp xúc với từng người.
Những quan sát đó xuất hiện trong phần "Những gì nhóm chúng tôi nhận thấy" bên dưới.
CRM linh hoạt là gì?
Agile CRM is a cloud-based CRM system for small and medium businesses.
It launched in 2013 and has offices in Ấn Độ và Philippines.
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 linh hoạt
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.
Bảng giá CRM linh hoạt
Here’s what each Agile CRM plan costs in 2026.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Miễn phí | Miễn phí | Teams of up to 10 users testing a CRM |
| Người mới bắt đầu | $8.99 | Small teams that need more contacts |
| Thường xuyên | $29.99 | Growing teams that want telephony and automation |
| Doanh nghiệp | $47.99 | Teams that need unlimited contacts and access controls |
Pricing verified September 2026.
Dùng thử miễn phí: You don’t need one. The free version supports up to 10 users and 1,000 contacts. No credit card is required.
Đảm bảo hoàn tiền: We couldn’t find a published refund policy. Test the free plan before you pay for any seat.
📌 Ghi chú: Paid prices are per user, per month, as CRMs typically charge. Worried about a setup fee? You can start free without entering card details.
⚠️ Cảnh báo: 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.
Những lợi ích chính của CRM linh hoạt
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.
- Quy trình bán hàng trực quan: See every deal by stage at a glance. Drag deals forward as they progress.
- Tiếp thị qua email: 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.
- Gamification trong bán hàng: Leaderboards and badges spark friendly competition on your sales team. It’s a simple sales enablement boost.
- Cuộc họp booking: Leads book time directly on your calendar. It syncs with Google Calendar and Outlook.
- Truy cập trên thiết bị di động: Web and mobile apps let reps manage deals and tasks remotely.
Những điều nhóm chúng tôi nhận thấy
Của chúng tôi nhà văn 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.
Ưu điểm và nhược điểm của CRM linh hoạt
✅ Ưu điểm
- Free plan covers up to 10 users
- Công cụ tích hợp bán hàng, tiếp thị và hỗ trợ khách hàng.
- Built-in telephony and meeting booking
- Gamification keeps sales reps motivated
❌ Nhược điểm
- Reviews report falling email delivery rates
- Bug fixes can take up to two weeks
- Limited custom fields for larger businesses
ClickUp là gì?
ClickUp is a cloud-based project management platform for teams of any size.
Nó tích hợp công việc, tài liệu, lịch và trò chuyện vào cùng một không gian làm việc.
That means less jumping between separate apps all day.
ClickUp’s features include Gantt charts, a kanban board, and time tracking.
Của nó Trợ lý 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.
Nhấp chuột lên
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.
Bảng giá ClickUp
ClickUp offers a free plan and three paid tiers.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Miễn phí | $0 | Personal use and solo workers |
| Không giới hạn | 7 đô la/người dùng/tháng | Smaller teams that need storage and integrations |
| Việc kinh doanh | 12 đô la/người dùng/tháng | Mid-sized teams running multiple projects |
| Doanh nghiệp | Phong tục | Large firms needing HIPAA and live onboarding training |
Pricing verified September 2026.
Dùng thử miễn phí: ClickUp offers a 15-day free trial on paid plans. The free plan never expires.
Đảm bảo hoàn tiền: Every paid plan comes with a 30-day money-back guarantee.
📌 Ghi chú: 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.
⚠️ Cảnh báo: The $7 and $12 rates are billed annually. Month-to-month billing costs more, around $10 and $19 per user. ClickUp also sells a Việc kinh doanh Plus tier and a paid AI add-on. Neither appears in our pricing data. Check ClickUp’s pricing page for a full comparison.
Những lợi ích chính của ClickUp
Here’s what ClickUp does well:
- Các quan điểm linh hoạt: 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.
- Thư viện mẫu: 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.
- Tính năng cộng tác tích hợp: 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.
- Bảo vệ and mobile: Two-factor authentication and user permissions protect your data. The mobile app even lets you add new tasks offline.
Những điều nhóm chúng tôi nhận thấy
Our writer used ClickUp to plan tasks and track deadlines in a shared workspace. Here’s what stood out:
Ưu điểm và nhược điểm của ClickUp
✅ Ưu điểm
- 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
❌ Nhược điểm
- Interface can overwhelm new users
- No phone support, and live chat starts with a bot
- Báo cáo các công cụ nằm rải rác trên nền tảng.
So sánh tính năng
Agile CRM and ClickUp overlap less than you might expect. Below, we compare 10 areas that matter to small businesses.
| Tính năng | CRM linh hoạt | Nhấp chuột lên |
|---|---|---|
| Giá khởi điểm | $8.99 per user | 7 đô la/người dùng/tháng |
| Gói miễn phí | ✅ Tối đa 10 người dùng | ✅ Không giới hạn người dùng |
| Quản lý liên hệ | ✅ | ❌ Templates only |
| Tiếp thị qua email | ✅ | ❌ |
| Helpdesk Ticketing | ✅ | ❌ |
| Điện thoại tích hợp | ✅ | ❌ |
| Biểu đồ Gantt | ❌ | ✅ |
| Theo dõi thời gian | ❌ | ✅ |
| Trợ lý AI | ❌ | ✅ ClickUp Brain |
| Tốt nhất cho | Đội ngũ bán hàng và tiếp thị | Quản lý dự án và nhiệm vụ |
1. Trọng tâm chính
CRM linh hoạt: 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 linh hoạt: 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 linh hoạt: 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. Tự động hóa quy trình làm việc
CRM linh hoạt: 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 Nhà xây dựng sets up rules from a plain-language prompt. Reviewers rate these tools well against rival apps.
5. Marketing & Customer Engagement
CRM linh hoạt: Marketing teams get email campaigns, landing pages, and web popups. Campaigns reach contacts by email, mạng xã hội, 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.
⚠️ Cảnh báo: Some Agile CRM users say email delivery rates halved, then halved again. Send a test campaign before you move your whole list.
6. Lịch & Lên kế hoạch
CRM linh hoạt: 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 linh hoạt: 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.
⚠️ Cảnh báo: 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 linh hoạt: 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 linh hoạt: 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. Định giá & Chi phí
Here’s how the plans line up side by side.
| Cấp độ | CRM linh hoạt | Nhấp chuột lên |
|---|---|---|
| Miễn phí | Miễn phí: Miễn phí | Miễn phí: $0 |
| Đã trả phí vào cửa | Starter: $8.99 | Không giới hạn: 7 đô la/người dùng/tháng |
| Hạng trung | Regular: $29.99 | Doanh nghiệp: 12 đô la/người dùng/tháng |
| Hạng cao nhất | Enterprise: $47.99 | Doanh nghiệp: Tùy chỉnh |
CRM linh hoạt: 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.
Các kịch bản khác nhau
| Nếu bạn cần… | Chọn | Tại sao |
|---|---|---|
| Lowest paid seat price | Nhấp chuột lên | Cheaper entry plan per user |
| Deal tracking and forecasting | CRM linh hoạt | Built for the sales process |
| Email campaigns and landing pages | CRM linh hoạt | Tự động hóa tiếp thị bản địa |
| Project and task tracking | Nhấp chuột lên | Gantt, kanban, and timeline views |
| A large team on a free plan | Nhấp chuột lên | No user cap |
| Phiếu hỗ trợ khách hàng | CRM linh hoạt | Built-in helpdesk |
| Thiết lập nhanh | CRM linh hoạt | Giao diện đơn giản hơn, dễ học hơn. |
💰 Ngân sách của bạn
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.
🔌 Bộ công nghệ của bạn
Map your tech stack before you choose. ClickUp connects to far more apps, while Agile CRM covers core sales and store links.
📝 Công việc hàng ngày của bạn
Do you prospect on LinkedIn and chase leads by email? You need a CRM. Juggling deadlines across complex tasks and teams? ClickUp fits better.
🎓 Trình độ kinh nghiệm của bạn
Agile CRM promises easy implementation, unlike Infusionsoft, which can take months to learn. ClickUp has a steeper curve, but ClickUp University offers free courses.
🆓 Dùng thử và bản demo miễn phí
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.
🛟 Các tùy chọn hỗ trợ
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.
Hướng dẫn chuyển đổi
Bạn đã sử dụng một trong những công cụ này rồi? Dưới đây là những thay đổi khi bạn chuyển sang sử dụng công cụ khác.
🔄 Switching from Agile CRM to ClickUp?
✅ Những lợi ích bạn sẽ nhận được:
- Gantt charts, timelines, and task dependencies
- Time tracking and resource management tools
- Unlimited users on the free plan
❌ Những gì bạn sẽ mất:
- A real contacts database and deal tracking
- Email campaigns with A/B testing
- Helpdesk tickets and built-in calling
📋 Cách chuyển đổi:
- 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?
✅ Những lợi ích bạn sẽ nhận được:
- A true sales pipeline with forecasting
- Marketing automation and landing pages
- Leaderboards that motivate your reps
❌ Những gì bạn sẽ mất:
- Docs, chat, and whiteboards for teamwork
- Flexible project views like Gantt and Timeline
- The ClickUp Brain AI assistant
📋 Cách chuyển đổi:
- 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.
Những điều mà bài đánh giá của chúng tôi chưa đề cập
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.
Phán quyết cuối cùng
| Loại | Người thắng |
|---|---|
| 💰 Giá cả | Nhấp chuột lên |
| 🤝 CRM & Sales Tools | CRM linh hoạt |
| 📣 Tự động hóa tiếp thị | CRM linh hoạt |
| 📋 Project & Task Management | Nhấp chuột lên |
| 👶 Dễ dàng cài đặt | CRM linh hoạt |
| 📊 Báo cáo | Nhấp chuột lên |
| 🔌 Tích hợp | Nhấp chuột lên |
| 🛟 Hỗ trợ & Độ tin cậy | Nhấp chuột lên |
| 🏆 Người chiến thắng chung cuộc | Nhấp chuột lên |
🏆 NGƯỜI CHIẾN THẮNG: CLICKUP
ClickUp thắng 5 trong số 8 hạng mục.
Phù hợp nhất cho: 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.
So sánh thêm về Agile CRM
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 thắng thế nhờ: cheaper paid seats, a helpdesk on lower tiers, and sales gamification.
HubSpot thắng nhờ: a bigger app marketplace, deeper reporting, and free lessons through HubSpot Academy.
So sánh Agile CRM và ActiveCampaign
Agile CRM thắng thế nhờ: a free plan, native support tickets, and built-in calling.
ActiveCampaign thắng nhờ: deeper email automation, a deliverability focus, and a flexible email builder.
CRM linh hoạt so với Salesforce
Agile CRM thắng thế nhờ: a far lower price, faster setup, and a free tier.
Salesforce thắng thế nhờ: deep customization, the AppExchange marketplace, and room to scale enterprise-wide.
So sánh Agile CRM và Freshsales CRM
Agile CRM thắng thế nhờ: a larger free user limit, bundled marketing tools, and gamification.
Freshsales CRM chiến thắng nhờ: Freddy AI lead scoring, a cleaner interface, and Freshdesk ties.
So sánh thêm về ClickUp
Dưới đây là cách ClickUp so sánh với các công cụ quản lý dự án khác:
ClickUp so với Asana
ClickUp thắng thế nhờ: unlimited free members, cheaper paid plans, and native docs and whiteboards.
Asana thắng nhờ: a calmer interface, faster onboarding for new hires, and polished portfolio reporting.
ClickUp so với Monday.com
ClickUp thắng thế nhờ: better value, more built-in views, and time tracking on cheaper tiers.
Monday.com thắng lớn với: a gentler learning curve, colorful visual boards, and a dedicated CRM product.
ClickUp so với Trello
ClickUp thắng thế nhờ: timeline and Gantt views, native time logs, and task dependencies.
Trello vượt trội ở các điểm sau: the simplest kanban setup, almost no learning curve, and Power-Ups linking Jira.
ClickUp so với Khái niệm
ClickUp thắng thế nhờ: task dependencies, workload views, and ready-made automation recipes.
Notion thắng ở các điểm sau: a cleaner writing space, flexible wiki pages, and linked databases for notes.
Câu hỏi thường gặp
Phần mềm Agile CRM có thực sự miễn phí không?
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.
Phần mềm Agile CRM có phải là phần mềm dựa trên nền tảng đám mây không?
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 phù hợp nhất với mục đích gì?
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 có những nhược điểm gì?
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 có thực sự miễn phí mãi mãi không?
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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