⚡ 快速结论：
- 定价： Both have a free plan. ClickUp paid plans start at $7/user/month. Agile 客户关系管理 starts at $8.99 per user.
- 最适合： ClickUp for task and project work. Agile 客户关系管理 for small sales and marketing teams.
- 主要区别： Agile CRM tracks customers and deals. ClickUp tracks tasks and has no dedicated CRM module.
- 我们的选择： ClickUp for most teams. It rates 4.3 against Agile CRM’s 2.8.
小型企业 often shortlist Agile CRM and ClickUp for the same reason.
They want one tool to run sales, tasks, and customer 数据.
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.
概述
This Agile CRM vs ClickUp comparison covers pricing, sales tools, task management, and support.
我们查阅了这两款工具的文档、定价页面和用户评价。
我们的撰稿人也亲自体验了每一项功能。
这些观察结果出现在下面的“我们的团队注意到”部分中。
什么是敏捷CRM？
Agile CRM is a cloud-based CRM system for small and medium businesses.
It launched in 2013 and has offices in 印度 还有菲律宾。
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.
敏捷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.
敏捷CRM定价
Here’s what each Agile CRM plan costs in 2026.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 自由的 | 自由的 | Teams of up to 10 users testing a CRM |
| 起动机 | $8.99 | Small teams that need more contacts |
| 常规的 | $29.99 | Growing teams that want telephony and automation |
| 企业 | $47.99 | Teams that need unlimited contacts and access controls |
Pricing verified September 2026.
免费试用： You don’t need one. The free version supports up to 10 users and 1,000 contacts. No credit card is required.
退款保证： We couldn’t find a published refund policy. Test the free plan before you pay for any seat.
📌 笔记： 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.
敏捷CRM的主要优势
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.
- 可视化销售流程： See every deal by stage at a glance. Drag deals forward as they progress.
- 电子邮件营销： 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.
- 销售游戏化： Leaderboards and badges spark friendly competition on your sales team. It’s a simple sales enablement boost.
- 会议 booking: Leads book time directly on your calendar. It syncs with Google Calendar and Outlook.
- 移动访问： Web and mobile apps let reps manage deals and tasks remotely.
我们的团队注意到了什么
我们的 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.
敏捷CRM的优缺点
✅ 优点
- Free plan covers up to 10 users
- 集销售、市场营销和技术支持于一体的工具
- Built-in telephony and meeting booking
- Gamification keeps sales reps motivated
❌缺点
- Reviews report falling email delivery rates
- Bug fixes can take up to two weeks
- Limited custom fields for larger businesses
ClickUp是什么？
ClickUp is a cloud-based project management platform for teams of any size.
它将任务、文档、日历和聊天功能集中在一个工作区中。
That means less jumping between separate apps all day.
ClickUp’s features include Gantt charts, a kanban board, and time tracking.
它是 人工智能助手, 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.
点击上
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定价
ClickUp offers a free plan and three paid tiers.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 自由的 | $0 | Personal use and solo workers |
| 无限 | 每用户每月 7 美元 | Smaller teams that need storage and integrations |
| 商业 | 每用户每月 12 美元 | Mid-sized teams running multiple projects |
| 企业 | 风俗 | Large firms needing HIPAA and live onboarding training |
Pricing verified September 2026.
免费试用： ClickUp offers a 15-day free trial on paid plans. The free plan never expires.
退款保证： Every paid plan comes with a 30-day money-back guarantee.
📌 笔记： 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 商业 Plus tier and a paid AI add-on. Neither appears in our pricing data. Check ClickUp’s pricing page for a full comparison.
ClickUp 的主要优势
Here’s what ClickUp does well:
- 灵活的视角： 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.
- 模板库： 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.
- 内置协作功能： 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.
我们的团队注意到了什么
Our writer used ClickUp to plan tasks and track deadlines in a shared workspace. Here’s what stood out:
ClickUp 的优点和缺点
✅ 优点
- 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
❌缺点
- Interface can overwhelm new users
- No phone support, and live chat starts with a bot
- 报告 工具分散在平台各处。
功能对比
Agile CRM and ClickUp overlap less than you might expect. Below, we compare 10 areas that matter to small businesses.
| 特征 | 敏捷CRM | 点击上 |
|---|---|---|
| 起价 | $8.99 per user | 每用户每月 7 美元 |
| 免费计划 | ✅ 最多支持 10 位用户 | ✅ 用户数量不限 |
| 联系管理 | ✅ | ❌ Templates only |
| 电子邮件营销 | ✅ | ❌ |
| Helpdesk Ticketing | ✅ | ❌ |
| 内置电话 | ✅ | ❌ |
| 甘特图 | ❌ | ✅ |
| 时间跟踪 | ❌ | ✅ |
| 人工智能助手 | ❌ | ✅ ClickUp Brain |
| 最适合 | 销售和市场营销团队 | 项目和任务管理 |
1. 核心重点
敏捷CRM： 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
敏捷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.
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
敏捷CRM： 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. 工作流自动化
敏捷CRM： 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 建造者 sets up rules from a plain-language prompt. Reviewers rate these tools well against rival apps.
5. Marketing & Customer Engagement
敏捷CRM： Marketing teams get email campaigns, landing pages, and web popups. Campaigns reach contacts by email, 社交媒体, 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.
⚠️ 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. 日历和日程安排
敏捷CRM： 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
敏捷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.
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.
⚠️ 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
敏捷CRM： 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
敏捷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.
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. 定价与成本
Here’s how the plans line up side by side.
| 层级 | 敏捷CRM | 点击上 |
|---|---|---|
| 自由的 | 免费：免费 | 免费：0 美元 |
| 入场费 | Starter: $8.99 | 无限量：每用户每月 7 美元 |
| 中级 | Regular: $29.99 | 企业版：每用户每月 12 美元 |
| 顶级 | Enterprise: $47.99 | 企业：定制 |
敏捷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.
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.
不同场景
| 如果您需要…… | 选择 | 为什么 |
|---|---|---|
| Lowest paid seat price | 点击上 | Cheaper entry plan per user |
| Deal tracking and forecasting | 敏捷CRM | Built for the sales process |
| Email campaigns and landing pages | 敏捷CRM | 原生营销自动化 |
| Project and task tracking | 点击上 | Gantt, kanban, and timeline views |
| A large team on a free plan | 点击上 | No user cap |
| 客户支持工单 | 敏捷CRM | Built-in helpdesk |
| 快速设置 | 敏捷CRM | 更简单的学习界面 |
💰 您的预算
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.
🔌 您的技术栈
Map your tech stack before you choose. ClickUp connects to far more apps, while Agile CRM covers core sales and store links.
📝 你的日常工作
Do you prospect on LinkedIn and chase leads by email? You need a CRM. Juggling deadlines across complex tasks and teams? ClickUp fits better.
🎓您的经验水平
Agile CRM promises easy implementation, unlike Infusionsoft, which can take months to learn. ClickUp has a steeper curve, but ClickUp University offers free courses.
🆓 免费试用和演示
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.
🛟 支持选项
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.
切换指南
已经在使用这些工具了吗？切换到其他工具后，会发生以下变化。
🔄 Switching from Agile CRM to ClickUp?
✅ 你将获得：
- Gantt charts, timelines, and task dependencies
- Time tracking and resource management tools
- Unlimited users on the free plan
❌ 你会失去什么：
- A real contacts database and deal tracking
- Email campaigns with A/B testing
- Helpdesk tickets and built-in calling
📋 如何切换：
- 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?
✅ 你将获得：
- A true sales pipeline with forecasting
- Marketing automation and landing pages
- Leaderboards that motivate your reps
❌ 你会失去什么：
- Docs, chat, and whiteboards for teamwork
- Flexible project views like Gantt and Timeline
- The ClickUp Brain AI assistant
📋 如何切换：
- 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.
我们的评测没有涵盖的内容
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.
最终判决
| 类别 | 优胜者 |
|---|---|
| 💰 定价 | 点击上 |
| 🤝 CRM & Sales Tools | 敏捷CRM |
| 📣 营销自动化 | 敏捷CRM |
| 📋 Project & Task Management | 点击上 |
| 👶 设置简便 | 敏捷CRM |
| 📊 报道 | 点击上 |
| 🔌 集成 | 点击上 |
| 🛟 支持与可靠性 | 点击上 |
| 🏆 总冠军 | 点击上 |
🏆 优胜者：CLICKUP
ClickUp 在 8 个类别中赢得了 5 个。
最适合： 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.
敏捷CRM的优势更多
Not sold on Agile CRM? This video walks through its main rivals.
Here’s how Agile CRM stacks up against four popular CRMs:
敏捷CRM的优势在于： cheaper paid seats, a helpdesk on lower tiers, and sales gamification.
HubSpot 在以下方面胜出： a bigger app marketplace, deeper reporting, and free lessons through HubSpot Academy.
敏捷CRM的优势在于： a free plan, native support tickets, and built-in calling.
ActiveCampaign 获胜方式： deeper email automation, a deliverability focus, and a flexible email builder.
敏捷CRM与 Salesforce
敏捷CRM的优势在于： a far lower price, faster setup, and a free tier.
Salesforce 的优势在于： deep customization, the AppExchange marketplace, and room to scale enterprise-wide.
Agile CRM 与 Freshsales CRM 的比较
敏捷CRM的优势在于： a larger free user limit, bundled marketing tools, and gamification.
Freshsales CRM 的优势在于： Freddy AI lead scoring, a cleaner interface, and Freshdesk ties.
ClickUp 的更多比较
以下是ClickUp与其他项目管理工具的对比：
ClickUp 与 Asana 的对比
ClickUp 在以下方面胜出： unlimited free members, cheaper paid plans, and native docs and whiteboards.
Asana 胜出的原因： a calmer interface, faster onboarding for new hires, and polished portfolio reporting.
ClickUp 对比 Monday.com
ClickUp 在以下方面胜出： better value, more built-in views, and time tracking on cheaper tiers.
Monday.com 胜出： a gentler learning curve, colorful visual boards, and a dedicated CRM product.
ClickUp 与 Trello 的比较
ClickUp 在以下方面胜出： timeline and Gantt views, native time logs, and task dependencies.
Trello 胜出之处在于： the simplest kanban setup, almost no learning curve, and Power-Ups linking Jira.
ClickUp 与 概念
ClickUp 在以下方面胜出： task dependencies, workload views, and ready-made automation recipes.
Notion 在以下方面胜出： a cleaner writing space, flexible wiki pages, and linked databases for notes.
常见问题解答
Agile CRM 真的免费吗？
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是基于云端的吗？
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 最适合用于什么用途？
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有哪些缺点？
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真的会永远免费吗？
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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