Monday CRM 与 ClickUp：2025 年哪款产品适合您？

优胜者

9.0

• 星期一 人工智能
• 集成中心
• Smart Workflow Automation
• 看板
• 甘特图
• 提供免费计划
• 付费计划，每月 12 美元起

立即尝试

亚军

7.5

• 项目管理
• 产品开发
• 知识管理
• 资源管理
• 工作流程
• 提供免费计划
• 付费计划 $7 起/月

立即尝试

选择正确的 客户关系管理 can feel overwhelming, right?

You’re juggling projects, clients, and deadlines.

Do you have time to wade through endless software options? 

Investing in a 客户关系管理 is frustrating, especially when you realize it’s missing key features or too complex to use. 

This article clearly and concisely breaks down Monday CRM vs 点击. We’ll compare features, pricing, and who each platform best serves. 

概述

We’ve tested Monday 客户关系管理 and ClickUp, exploring their features, interfaces, and overall usability. 

Our hands-on experience, combined with user feedback and expert reviews, informs this detailed comparison, helping you make an informed decision.

There are over 150,000 teams worldwide that rely on Monday.com to streamline their workflows and boost productivity.

9满分 10 分

定价： 它有一个免费计划。高级计划起价为 $12/月。

主要特点：

• Visual Workflow Management
• 协作工具
• 集成

Try Monday CRM For FREE 阅读完整评论

准备好提高团队的工作效率并简化工作流程了吗？ClickUp 可定制的平台和强大的功能。

7.5满分 10 分

定价： 它有免费计划。高级计划起价为每月 7 美元。

主要特点：

• 客户关系管理
• Product Management
• 工作流程

免费试用 ClickUp 阅读完整评论

What is Monday CRM?

Okay, let’s talk about Monday 客户关系管理. It’s designed to be a flexible platform.

Think of it as a central hub for managing your customer relationships.

You can track leads, automate sales processes, and collaborate with your team all in one place. It’s very visual, which some people like.

此外，探索我们最喜欢的 星期一 CRM 替代品…

周一 CRM

9.0

Join over 150,000 teams worldwide that rely on Monday.com to streamline their workflows and boost productivity. Explore the platform’s full potential.

Try Monday CRM For FREE 阅读完整评论

主要优点

• Visual Workflows: See your projects come to life with colorful boards and timelines. It’s like a Kanban board on steroids!
• Easy Collaboration: Share boards with your team, assign tasks, & keep everyone on the same page. No more endless email chains!
• Tons of Integrations: Connect Monday 客户关系管理 with your favorite apps, such as Gmail, Slack, and Zoom.
• Customizable Templates: Get a head start with pre-built templates for marketing campaigns, content calendars, and more.

Pricing

所有计划都将 每年计费.

• 基本的：12 美元/座位/月。
• 标准: $17/seat/month.
• 专业版: $28/seat/month.
• 企业：根据您的需求定制价格。

什么是 ClickUp？

Now, let’s shift gears to 点击. It’s more than just a CRM.

Think of it as an all-in-one productivity platform.

It handles project management, task tracking, and CRM functions.

It’s very feature-rich, which can be both a blessing and a curse.

此外，探索我们最喜欢的 ClickUp 替代品…

点击

7.5

准备好提高团队的工作效率并简化工作流程了吗？ClickUp 可定制的平台和强大的功能。

免费试用 ClickUp

主要优点

• 定制： ClickUp 是 棒极了 灵活。你可以根据自己的具体工作流程进行定制。说真的，几乎所有东西都可以定制。
• 合作： 它专为团队合作而设计。实时编辑、评论和分配任务让团队合作更轻松。
• 集成： 将 ClickUp 与您已经使用的其他工具（如 Slack 或 Google Drive）连接起来。这将简化您的工作流程。
• 免费计划： 他们提供丰厚的免费计划，非常适合试用或较小的团队。

定价

• 自由的：最适合个人使用。
• 无限：每位用户 7 美元。
• 商业：每位用户 12 美元。
• 企业：根据您的要求联系他们获取定制价格。

功能比较

Let’s compare Monday CRM and ClickUp.

We’ll examine key features and highlight each platform’s strengths and weaknesses to help you decide which management software best suits your needs.

1. Core Functionality: CRM vs All-in-One

• Monday.com: Primarily a CRM, Monday.com excels at managing customer relationships, sales pipelines, and lead tracking. While it does offer work management features, its core strength lies in CRM.
• ClickUp： ClickUp is a comprehensive project management tool that includes CRM functionality. Like Asana, Jira, and other management tools, it aims to be a single tool that handles everything from task 和 resource management to client interactions.

2. 定制

• Monday.com: Monday.com shines with its ability to customize workflows, dashboards, and custom fields. You can tailor it to your exact sales process.
• ClickUp： ClickUp offers extensive customization, allowing users to create particular views, subtasks, and workflows. This flexibility can be powerful, but it also means a steeper learning curve for new users.

3. 项目管理

• Monday.com: While Monday.com has project management features, it’s not its primary focus. It’s suitable for managing sales projects and related tasks.
• ClickUp： ClickUp is a robust pm tool built for project management. It offers Gantt charts, dependencies, and advanced task management 特征。

4. 集成

• Monday.com: Monday.com integrates with many popular tools, including 扎皮尔, which expands its capabilities. This streamlines workflows by connecting to other apps.
• ClickUp： ClickUp also integrates with many tools, including 扎皮尔, allowing automated workflows and data syncing.

5. 合作

• Monday.com facilitates team collaboration through shared boards, comments, and @mentions, helping team members stay aligned.
• ClickUp： ClickUp offers strong collaboration features, including real-time editing, commenting, and task assignments.

6. User Interface

• Monday.com: Monday.com’s interface is visually appealing and intuitive, which is relatively easy for new users to understand.
• ClickUp： Due to its sheer number of features, ClickUp’s interface can initially be overwhelming to learn.

7. 时间跟踪

• Monday.com: Monday.com offers time-tracking capabilities, allowing users to track how long tasks take.
• ClickUp： ClickUp also includes 时间跟踪, providing insights into productivity and project timelines.

What to Look for When Choosing CRM Software?

Beyond the specific features we discussed, here are some additional factors to consider:

• 可扩展性： 客户关系管理系统能否与企业共同成长？
• 移动应用程序： Is there a robust mobile app for on-the-go access?
• 客户支持： What level of support is offered?
• Training Resources: Are there adequate training materials for your team?
• 安全： What security measures are in place to protect your data?
• 试用期： Does the vendor offer a trial period to test the software?
• 用户评论 What are other users saying about the CRM?
• Industry Specific Needs: Does the CRM cater to your industry’s requirements?
• 预算： Consider the total cost of ownership, including implementation and training.

最终裁决

So, which one wins? It depends.

If your main focus is managing customer relationships and sales, Monday CRM is likely the better choice.

Its visual interface and substantial customization make it great for CRM tasks.

However, if you need a genuinely all-in-one platform for project management 和 客户关系管理

ClickUp is worth considering. It has more features and is generally more affordable.

We’ve used both extensively, and this breakdown reflects our real-world experience. Ultimately.

The best CRM is the one that fits 你的 specific needs and workflow.

Consider what’s most important for your business and choose accordingly.

Try Monday CRM For FREE 阅读完整评论

免费试用 ClickUp 阅读完整评论

More of Monday CRM

Here’s a brief comparison of Monday CRM with these software solutions:

• Monday CRM vs Gohighlevel: Monday CRM offers visual project management and team collaboration for diverse workflows. At the same time, 晋升 is an all-in-one platform emphasizing sales and marketing automation with lead generation capabilities.
• Monday CRM vs Pipedrive: Monday CRM is a versatile work operating system with robust project and team management. Pipedrive is a sales-focused CRM known for its visual pipeline management and deal-closing features.
• Monday CRM vs Keap: Monday CRM provides highly customizable visual workflows for team collaboration and customer management, while Keap offers powerful sales and marketing automation designed for small businesses.
• Monday CRM vs ActiveCampaign: Monday CRM focuses on visual collaboration and customizable dashboards for project and customer relationship tracking, whereas ActiveCampaign excels in advanced email marketing automation, segmentation, and detailed analytics.
• Monday CRM vs Hubspot: Monday CRM offers a flexible, visual platform for managing projects and customer data, while HubSpot provides a comprehensive suite of marketing, sales, and customer service tools.
• Monday CRM vs Clickfunnels: Monday CRM is a flexible work OS with strong CRM capabilities; ClickFunnels is primarily a sales funnel builder for creating landing pages and automating sales conversion processes.
• Monday CRM vs Folk: Monday CRM provides highly customizable visual workflows and collaboration for diverse teams; Folk focuses on intuitive, collaborative contact management and enrichment with a simple interface.
• Monday CRM 与 Instant CRM: Monday CRM is a flexible work OS with CRM functionalities for visual pipeline management; Instantly specializes in automated 冷电子邮件 outreach and high-volume lead generation.
• Monday CRM 与 ClickUp: Monday CRM prioritizes visual and user-friendly project and work management; ClickUp is an all-in-one productivity platform offering extensive features for task management, CRM, and more.
• Monday CRM 与 Capsule CRM: Monday CRM provides extensive customization for workflows and projects, integrating CRM functionalities; Capsule CRM is a simpler, more affordable contact manager primarily focused on sales tracking.
• Monday CRM vs Insightly: Monday CRM offers a highly customizable platform for managing projects and customer relationships, whereas Insightly provides a more traditional CRM with integrated project management.
• Monday CRM vs Freshsales CRM: Monday CRM is a versatile work OS with CRM features for customizable tracking. At the same time, Freshsales CRM is a dedicated sales CRM with AI-powered lead management and automation.
• Monday CRM vs Salesforce: Monday CRM offers a flexible, visual, and highly customizable platform for various business needs; Salesforce is an enterprise-level CRM with extensive, deep features for complex sales and marketing operations.
• Monday CRM vs Zendesk: Monday CRM excels in visual project management and team collaboration for sales and other functions. At the same time, Zendesk is a specialized customer service platform focused on ticketing and support.

更多 ClickUp 信息

以下是 ClickUp 与这些软件解决方案的简要比较：

• ClickUp vs Gohighlevel: ClickUp is an all-in-one work management platform with strong project management and customizable CRM. GoHighLevel is a dedicated marketing and sales automation platform focused on lead generation and conversion.
• ClickUp 与 Pipedrive: ClickUp 是一款全面的工作管理解决方案，具有灵活的 CRM 功能，而 Pipedrive 则是一款以销售为重点的 CRM，专为可视化销售管道管理和交易跟踪而设计。
• ClickUp vs Keap: ClickUp 是一个用于项目管理和可定制客户关系管理的多功能平台，而 Keap 则是一个功能强大的客户关系管理和营销自动化工具，强调潜在客户培育和销售流程。
• ClickUp 与 ActiveCampaign: ClickUp 为任务、项目和基本 CRM 管理提供了一个灵活的平台，而 ActiveCampaign 则在高级营销自动化、电子邮件营销活动和客户细分方面表现出色。
• ClickUp vs Hubspot: ClickUp 是一款高度可定制的项目管理和工作操作系统，集成了 CRM 功能，而 HubSpot 则为市场营销、销售和客户服务提供了一套全面的工具。
• ClickUp 与 Clickfunnels: ClickUp 是一个一体化的工作管理平台；ClickFunnels 主要是一个销售漏斗生成器，用于创建登陆页面和自动销售漏斗。
• ClickUp vs Folk: ClickUp 是一个强大的工作管理解决方案，具有可定制的客户关系管理功能，而 Folk 则侧重于协作式联系人管理和关系跟踪。
• ClickUp 与 Instantly: ClickUp 是一个用于项目管理和多样化工作流程的多功能平台，而 Instantly 则专注于 冷电子邮件 推广、送达优化和自动电子邮件营销活动。
• ClickUp 与 Capsule CRM: ClickUp 是一个全面的工作管理和可定制的 CRM 平台，而 Capsule CRM 则是一个简单、用户友好的 CRM，侧重于管理联系人和销售机会。
• ClickUp 与 Insightly: ClickUp is a flexible platform for project management and adaptable CRM. Insightly is a dedicated CRM offering a strong sales pipeline and project management features within a CRM context.
• ClickUp 与 Freshsales: ClickUp 是一款多功能的工作管理工具，具有适应性强的 CRM 功能，而 Freshsales CRM 则是一款专业的销售 CRM，具有先进的自动化、销售线索评分和报告功能。
• ClickUp 与 Salesforce: ClickUp 是一个多功能工作管理平台，具有可定制的客户关系管理功能，而 Salesforce 则是一个企业级客户关系管理软件，具有丰富的销售、服务和营销自动化功能。
• ClickUp 与 Zendesk: ClickUp 为任务、项目和可定制的客户关系管理提供了一个一体化的工作空间，而 Zendesk 则是一个领先的客户服务平台，主要侧重于票务和支持。

常见问题