⚡ Nhận định nhanh:
- Chạy: Creatio CRM starts at $25/user/month. ClickUp starts at $7 per user, and its free plan costs $0.
- Phù hợp nhất cho: Creatio CRM suits workflow tự động hóa, sales and marketing teams at larger firms. ClickUp suits project management for doanh nghiệp nhỏ.
- Điểm khác biệt chính: Creatio is a no code platform to automate workflows and CRM. ClickUp is a project management platform for tasks and docs.
- Lựa chọn của chúng tôi: ClickUp for most users, because it costs far less and covers task management, time tracking, and team communication in one workspace.
These two tools rarely end up on the same shortlist by accident.
Creatio CRM sells freedom to own your automation.
ClickUp sells one workspace where your team can manage projects.
Both promise less tool switching and better efficiency.
But the price gap alone is roughly four times.
Here is the full comparison, feature by feature.
Toàn cảnh
This Creatio CRM vs ClickUp comparison covers pricing, features, and ease of use.
We also break down who each product fits best.
Nguồn thông tin của chúng tôi bao gồm các thông số kỹ thuật đã công bố, tài liệu của nhà cung cấp và các bài đánh giá trên G2
Các cây bút của chúng tôi cũng đã dành thời gian trải nghiệm thực tế cả hai nền tảng.
Những ghi chú đó xuất hiện trong phần "Những điều nhóm chúng tôi nhận thấy" bên dưới.
Creatio CRM là gì?
Creatio is a global vendor of a no code platform to automate workflows and CRM.
The company sells that platform with a maximum degree of freedom.
Creatio CRM covers sales, marketing, and service in one system.
A native việc kinh doanh process management engine drives the automation underneath.
Creatio is headquartered in Boston, MA, with 700+ employees across six offices.
That local presence is a defining part of how enterprise accounts get supported.
Creatio holds long lasting relationships with AMD, Bayer, and Kraft Heinz.
Visteon, Société Générale Group, and BNP Paribas Group also appear on that customer list.
Hàng nghìn khách hàng thực hiện hàng triệu quy trình làm việc mỗi ngày tại 100 quốc gia.
Here is a walkthrough of how the platform looks in daily use.
Creatio CRM
A no code platform that pairs CRM applications with process automation. Built for teams that want to change workflows without developers.
Bảng giá Creatio CRM
Creatio CRM sells three tiers. All three are priced per user.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Sự phát triển | 25 đô la/người dùng/tháng | Smaller teams starting with CRM |
| Doanh nghiệp | 55 đô la/người dùng/tháng | Multi-department business operations |
| Không giới hạn | 85 đô la/người dùng/tháng | Complex projects and heavy customization |
Giá được xác nhận vào tháng 7 năm 2026.
Dùng thử miễn phí: Creatio offers a time-limited trial of the platform. There is no free forever tier.
Đảm bảo hoàn tiền: Creatio does not publish a standard refund window. Terms are set inside the contract.
📌 Ghi chú: Creatio claims a 37% lower total cost of ownership thanks to flexible pricing and no code architecture. Marketplace add ons and extra composable apps are billed separately.
⚠️ Cảnh báo: The entry plan still costs more than three times a ClickUp Business seat. Budget for onboarding and partner services on top of the per user fee.
Những lợi ích chính của Creatio CRM
Here is what makes Creatio worth a look:
- No code tools for citizen developers: A drag-and-drop UI designer lets non-technical staff build applications. Studio Creatio is the low code platform layer behind it.
- Workflow automation with BPM: The engine handles complex approval chains and branching logic. Creatio also ships industry workflows for 20 verticals.
- Sales, marketing, and service apps: Sales Creatio is an end-to-end platform built to accelerate sales processes of any complexity. Marketing Creatio works as an omnichannel marketing platform.
- Customer data in one record: Account management, order management, and case history sit together. That helps teams orchestrate customer journey steps without guesswork.
- AI agents for routine work: Agents handle account research, lead conversion, and ticket resolution. Dashboards and analytics support data-driven decisions.
- Open technology and integrations: A marketplace of 700+ connectors links Creatio to your existing cloud stack. Unlimited customization fits the platform to your business environment.
- Analyst recognition: Creatio is a Visionary in the 2025 Gartner Magic Quadrant for Sales Force Automation. Forrester has also named it a Strong Performer.
Những điều nhóm chúng tôi nhận thấy
Của chúng tôi nhà văn spent several days inside a Creatio trial workspace. Here is what stood out from that hands-on time:
One softer point is worth adding. The Creatio team leans on genuine care and communicating transparently as stated company values, and Creatio products do earn strong end-user reviews on peer-to-peer sites.
Ưu điểm và nhược điểm của Creatio CRM
✅ Ưu điểm
- Native BPM engine handles complex approval workflows
- No code designer lets business users build applications
- Prebuilt industry workflows cover 20 verticals
- Marketplace of 700+ connectors for existing systems
❌ Nhược điểm
- No free plan at any tier
- Entry price of $25 per user is steep for small teams
- Setup usually needs a partner or admin
ClickUp là gì?
ClickUp is a project management software that keeps work in one workspace.
Teams plan, track, and collaborate on tasks from the same place.
It centralizes tasks, docs, calendars, and chat to cut tool switching.
A multi-level hierarchy runs from Workspaces down to Subtasks.
You get List, Board, Calendar, Gantt, and Timeline views.
ClickUp Brain is the built-in ai assistant for workloads and time.
The catch is the learning curve, which new users often call overwhelming.
This video walks through the interface before you sign up.
🏆 Người chiến thắng: ClickUp
Tasks, docs, goals, and chat in one workspace. The free forever plan allows an unlimited number of users.
Bảng giá ClickUp
ClickUp offers a free plan and three paid tiers.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Miễn phí | $0 | Người làm việc độc lập và các nhóm nhỏ |
| Không giới hạn | 7 đô la/người dùng/tháng | Growing teams that need unlimited storage |
| Việc kinh doanh | 12 đô la/người dùng/tháng | Multiple projects and advanced báo cáo |
| Doanh nghiệp | Phong tục | Large firms needing HIPAA compliance |
Giá được xác nhận vào tháng 7 năm 2026.
Dùng thử miễn phí: ClickUp offers a 15-day free trial on paid plans. The free forever plan needs no trial at all.
Đảm bảo hoàn tiền: ClickUp cung cấp chính sách hoàn tiền trong vòng 30 ngày cho tất cả các gói trả phí.
📌 Ghi chú: ClickUp’s free plan allows an unlimited number of users but caps custom fields at 100 uses. Both vendors offer discounts when seats are billed annually rather than monthly.
⚠️ Cảnh báo: Upgrades apply to your entire workspace. Every team member moves to the paid plan together, so a mixed setup is not possible.
Những lợi ích chính của ClickUp
Here is what ClickUp includes that keeps teams on it:
- Views for every working style: Gantt charts, a kanban board, calendar, and timeline all read from the same data. You can view tasks the way each team prefers.
- Task management that scales: Create new tasks, assign tasks to a team member, and set a due date in seconds. Subtasks handle complex tasks without extra tools.
- Automation that saves hours: Over 100 pre-built automation rules cover repetitive steps. Sensible defaults help you save time in week one.
- Time tracking and resource management: Native timers, manual logging, time estimates, and workload views track billable hours and prevent burnout.
- Communication features built in: Docs, a team messenger, and a whiteboard feature support real time editing. Team communication stays next to the work.
- Bảo vệ and admin controls: Two-factor authentication, user permissions, guest access, and single sign on are available. Enterprise adds HIPAA compliance and api access.
- Templates and dashboards: Over 1,000 pre-built templates cover common workflows. Custom dashboards track KPIs, team capacity, and project health.
Những điều nhóm chúng tôi nhận thấy
Our writer ran a live client project through ClickUp for a full sprint. Here is what stood out:
Support is the weaker half of the story. Live chat runs 24/7, but you meet an AI chatbot first, and there is no phone support. ClickUp University and its knowledge base cover most gaps, and the Enterprise plan adds live onboarding training.
Ưu điểm và nhược điểm của ClickUp
✅ Ưu điểm
- Free plan allows unlimited users at no cost
- Hơn 1.000 tích hợp, bao gồm Slack, Google Drive và Zoom.
- Built-in time tracking, goals, and workload views
- 30-day money-back guarantee on every paid plan
❌ Nhược điểm
- Interface feels overwhelming for new users
- Các công cụ báo cáo nằm rải rác trên nền tảng.
- No phone support and no true employee scheduling
So sánh tính năng
These two products overlap less than the shortlist suggests. Creatio CRM automates business operations end to end. ClickUp runs the work your team does day to day.
| Tính năng | Creatio CRM | Nhấp chuột lên |
|---|---|---|
| Giá khởi điểm | 25 đô la/người dùng/tháng | 7 đô la/người dùng/tháng |
| Gói miễn phí | ❌ | ✅ |
| Quản lý quy trình kinh doanh | ✅ | ❌ |
| Không có mã Bộ xây dựng phụ | ✅ | ❌ |
| Ứng dụng CRM | ✅ | ❌ |
| Biểu đồ Gantt & Bảng Kanban | ❌ | ✅ |
| Theo dõi thời gian | ❌ | ✅ |
| Trợ lý AI | ✅ Sáng tạo AI | ✅ ClickUp Brain |
| Tích hợp | Hơn 700 đầu nối | 1,000+ apps |
| Tốt nhất cho | Tự động hóa bán hàng và tiếp thị | Project management for teams |
1. Workflow Automation and Project Views
Creatio CRM: Workflow automation is the core product, not an add-on. The business process management engine models multi-step approvals across departments. Studio Creatio is where those processes get drawn and versioned.
ClickUp: Automation here is rule-based rather than process-modelled. Over 100 templates cover status changes, assignments, and reminders. It is quicker to set up but shallower for regulated approval chains.
2. No Code Tools and Templates
Creatio CRM: The no code UI designer lets citizen developers build applications with drag-and-drop tools. Creatio positions this as freedom to own your automation. Unlimited customization means the platform bends to your business environment.
ClickUp: You configure rather than build. Over 1,000 pre-built templates cover sprints, content calendars, and CRM-style pipelines. That covers most needs, but you cannot ship a custom app.
3. Trợ lý AI
Creatio CRM: Creatio AI runs agents that act on records without a prompt. They handle account research, lead conversion, and ticket resolution. Analytics and dashboards feed AI-powered insights back to managers.
ClickUp: ClickUp Brain answers questions about your workspace and drafts content. It tracks workloads and time spent across multiple projects. The scope is work management, not revenue forecasting.
4. Client Records and Task Boards
Creatio CRM: Client management consolidates customer data into one record. Account management, order management, and case history all attach to it. Nothing in ClickUp matches that depth of customer context.
ClickUp: The kanban board is the default home for most teams. Cards carry a due date, owner, checklist, and custom fields. Board, List, and Calendar views share the same underlying task.
5. Marketing Campaigns and Automation Rules
Creatio CRM: Marketing Creatio runs marketing campaigns across email, web, and phone. Multichannel tools track leads and prospects through every stage. Marketing teams can orchestrate customer journey branches without a developer.
ClickUp: There is no campaign engine here. The AI automation thợ xây creates rules from a plain-English description instead. Marketing teams use it to run production calendars, not nurture sequences.
⚠️ Cảnh báo: If you need an omnichannel marketing platform, ClickUp will not replace one. Pair it with a dedicated tool or choose Creatio.
6. Sales Processes and Time Tracking
Creatio CRM: Sales Creatio is built to accelerate sales processes at any deal size. Pipelines, forecasts, and quota tracking sit in the same record as the account. Managing a long enterprise cycle is where it earns its price.
ClickUp: Task management is the strength, and time tracking is native. Timers and manual logging measure billable hours against estimates. Agencies get invoice-ready data without a second app.
7. Service Management and Scheduling
Creatio CRM: A full-cycle service platform handles cases from intake to closure. Creatio pitches this as a way to enhance customer and employee experiences at once. Case routing follows the same BPM rules as everything else.
ClickUp: The calendar pulls tasks and meetings into one schedule. It protects focus blocks, which helps personal productivity. It handles task scheduling, not shift or employee scheduling.
8. Learning Resources and Search
Creatio CRM: Podcasts, videos, and partner-led sessions carry most of the onboarding load. Live training is usually arranged through a certified partner. Expect a longer ramp before your first process goes live.
ClickUp: Enterprise search pulls results from tasks, docs, and connected apps at once. It cuts the time spent hunting for a decision made three months ago. This is one of the newer features and it works well.
9. Integrations and Meeting Notes
Creatio CRM: A marketplace of 700+ connectors links Creatio to ERP, telephony, and finance systems. The open technology stack gives IT the ability to build third-party integrations. That flexibility is why large firms pick it.
ClickUp: Over 1,000 apps connect, including Slack, Google Drive, and Zoom. The AI notetaker joins calls and turns discussion into tasks automatically. Among other features, this is the one that removes the most manual admin.
10. Định giá & Chi phí
Here are the ClickUp plans and Creatio tiers side by side.
| Cấp độ | Creatio CRM | Nhấp chuột lên |
|---|---|---|
| Miễn phí | ❌ | $0 |
| Lối vào | Tăng trưởng — 25 đô la/người dùng/tháng | Không giới hạn — 7 đô la/người dùng/tháng |
| Giữa | Doanh nghiệp — 55 đô la/người dùng/tháng | Doanh nghiệp — 12 đô la/người dùng/tháng |
| Đứng đầu | Không giới hạn — 85 đô la/người dùng/tháng | Doanh nghiệp — Tùy chỉnh |
Creatio CRM: The Growth tier already costs $25 per seat, and the Unlimited plan reaches $85. Creatio argues the 37% lower total cost of ownership makes up the gap over several years. That argument only holds if you replace other business software with it.
ClickUp: The free tier is completely free and still packs enough features for a small team. Business at $12 per seat costs less than half the cheapest Creatio plan. That price gap is why ClickUp earns a high score on value.
Các kịch bản khác nhau
| Nếu bạn cần… | Chọn | Tại sao |
|---|---|---|
| Ngân sách eo hẹp | Nhấp chuột lên | Free tier plus $7 seats |
| Process automation across departments | Creatio CRM | Công cụ BPM gốc |
| Sprint and task delivery | Nhấp chuột lên | Boards, Gantt, workload views |
| Custom apps without developers | Creatio CRM | No code app designer |
| Thiết lập thân thiện với người mới bắt đầu | Nhấp chuột lên | Sign up and start in minutes |
| Regulated sales and service records | Creatio CRM | CRM applications with kiểm toán đường mòn |
💰 Ngân sách của bạn
Ten seats cost $3,000 a year on Creatio Growth and $840 on ClickUp Unlimited. Unless you are replacing a CRM, that gap is hard to justify.
🔌 Bộ công nghệ của bạn
Creatio suits a tech stack with ERP and telephony already in place. ClickUp fits teams living in Slack, Google Drive, and Zoom.
📝 Phong cách làm việc của bạn
Pipeline-first teams think in accounts and deals, which favours Creatio. Delivery-first teams think in tickets and sprints, which favours project management tools like ClickUp.
🎓 Trình độ kinh nghiệm của bạn
Creatio usually needs an admin or partner before the first process runs. ClickUp is self-serve, though the essential features take a week to find.
🆓 Dùng thử và bản demo miễn phí
ClickUp gives you 15 days on paid tiers plus a permanent free tier. Creatio runs a guided trial and a scoping call instead.
🛟 Các tùy chọn hỗ trợ
Creatio routes serious issues through named partners and regional offices. ClickUp runs 24/7 chat behind an AI bot, with no phone line.
Hướng dẫn chuyển đổi
Already committed to one of them? Here is what changes.
🔄 Bạn đang chuyển từ Creatio CRM sang ClickUp?
✅ Những lợi ích bạn sẽ nhận được:
- A far lower per-seat cost and a free tier
- Native time tracking and workload views
- Docs, chat, and whiteboards next to the work
❌ Những gì bạn sẽ mất:
- The BPM engine and modelled approvals
- CRM records for accounts, orders, and cases
- Prebuilt industry workflows
📋 Cách chuyển đổi:
- Export accounts, contacts, and open activities from Creatio as CSV
- Create a ClickUp workspace and map fields to custom fields
- Import data through the CSV importer, then rebuild views
🔄 Bạn đang chuyển từ ClickUp sang Creatio CRM?
✅ Những lợi ích bạn sẽ nhận được:
- A real customer database behind every activity
- No code app building for citizen developers
- Marketing, sales, and service under one roof
❌ Những gì bạn sẽ mất:
- The free plan and low per-seat pricing
- Built-in timers and billable hour reporting
- Same-day setup with no partner involved
📋 Cách chuyển đổi:
- Export lists and docs from ClickUp, then archive finished spaces
- Scope your processes with a Creatio partner before buying seats
- Load contacts first, then rebuild how teams manage tasks inside processes
Những điều mà bài đánh giá của chúng tôi chưa đề cập
This comparison focused on small teams and mid-sized departments. We did not test Creatio’s 20 vertical packages or ClickUp’s features under HIPAA-scoped Enterprise contracts. Custom pricing, migration services, and new features shipped after July 2026 fall outside what we checked. If you are rolling out to 500 seats, your priorities will differ from ours.
Phán quyết cuối cùng
| Loại | Người thắng |
|---|---|
| 💰 Giá cả | Nhấp chuột lên |
| 🚀 Các tính năng chính | Cà vạt |
| ⚡ Automation Depth | Creatio CRM |
| 🎯 Customer Data | Creatio CRM |
| 👶 Dễ sử dụng | Nhấp chuột lên |
| 🔌 Tích hợp | Nhấp chuột lên |
| ⏱️ Theo dõi thời gian | Nhấp chuột lên |
| 🏆 Người chiến thắng chung cuộc | Nhấp chuột lên |
🏆 NGƯỜI CHIẾN THẮNG: CLICKUP
ClickUp wins 4 of 7 categories and scores 4.3 against 3.5.
Phù hợp nhất cho: agencies, product teams, small businesses, and anyone running multiple projects on a budget
These are two different products wearing similar language. ClickUp is a project management platform. Creatio CRM is an automation platform that happens to include CRM.
Creatio is the better pick when processes cross departments and compliance matters. Its BPM engine and no code designer have no real answer on the ClickUp side.
For everyone else, ClickUp wins on cost, speed to value, and daily usability. Start on the free tier, move to the Business plan when reporting matters, and read our full ClickUp review before you scale seats.
So sánh thêm về Creatio CRM
Here is how Creatio holds up against the other names on most CRM shortlists:
Creatio thắng nhờ: no code changes without a developer, a BPM engine included at every tier, lower list price per seat
Salesforce thắng thế nhờ: a far larger partner network, deeper reporting out of the box, more third-party apps written for it
Creatio thắng nhờ: process modelling across departments, unlimited customization of objects, prebuilt vertical packages
HubSpot thắng nhờ: a genuinely usable free tier, faster onboarding for marketers, better content and COMMENT tooling
Creatio CRM so với Truyền động đường ống
Creatio thắng nhờ: service and marketing apps in the same licence, automation beyond the sales pipeline, enterprise account depth
Pipedrive thắng nhờ: a $14 entry price, a pipeline any rep understands on day one, far lighter admin overhead
So sánh Creatio CRM và Monday CRM
Creatio thắng nhờ: true process automation, order and case management, analyst recognition in sales force automation
CRM thắng lớn vào thứ Hai nhờ: visual board setup in an afternoon, cheaper seats for small teams, a shorter learning curve
So sánh thêm về ClickUp
And here is ClickUp against the tools it usually replaces:
ClickUp so với Asana
ClickUp thắng thế nhờ: native time tracking, a free tier with unlimited users, cheaper paid seats at every step
Asana thắng nhờ: a calmer interface, faster onboarding for non-technical staff, steadier performance on huge task lists
ClickUp so với Monday.com
ClickUp thắng thế nhờ: more value per dollar, docs and whiteboards included, no minimum seat count
Monday.com thắng lớn với: a friendlier first hour, cleaner board design, less setup before a team is productive
ClickUp so với Trello
ClickUp thắng thế nhờ: Gantt and workload views Trello lacks, goals and reporting, automation without paid power-ups
Trello vượt trội ở các điểm sau: near-zero learning curve, speed on simple boards, a free tier that never feels cramped
ClickUp so với Khái niệm
ClickUp thắng thế nhờ: real project scheduling, timers and estimates, stronger permissions for client work
Notion thắng ở các điểm sau: nicer documents, a flexible wiki structure, a gentler tool for knowledge-heavy teams
Câu hỏi thường gặp
Creatio được dùng để làm gì?
Teams use it to automate workflows and run sales, marketing, and service in one place. It also lets non-developers build applications with drag-and-drop design tools.
CRM trong Creatio là gì?
It is the customer-facing half of the platform. Accounts, contacts, deals, orders, and cases live in one record, powered by the same process engine as everything else.
ClickUp được dùng để làm gì?
Teams use it to plan, track, and deliver work. Tasks, docs, goals, calendars, and chat sit in one workspace, which cuts the number of apps in daily use.
Ứng dụng ClickUp có thực sự miễn phí không?
Yes. The free tier is permanent and allows unlimited members. Limits apply to things like custom field uses, so heavy users eventually upgrade to a paid tier.
ClickUp có những nhược điểm gì?
The interface overwhelms newcomers, reporting is scattered across the app, and there is no phone line. It also handles task scheduling rather than true employee scheduling.
English 
Spanish 
Chinese 
German 
French 
Arabic 
Russian 
Portuguese 
Japanese 
Korean 
Italian 
Turkish 
Dutch 
Polish 
Indonesian 
Thai 
Vietnamese 