ClickUp vs Instantly：2025 年哪种 CRM 最好？

优胜者

4.5

• 项目管理
• 产品开发
• Las 9 mejores alternativas a Paperpal para la escritura académica en 2025
• 资源管理
• 私人白板
• 提供免费计划
• 付费计划起价 7 美元

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亚军

3.0

• 个性化 冷电子邮件
• 电子邮件预热
• 1.6亿+ B2B联系人
• 收件箱追踪
• 访客追踪
• 提供免费试用
• 付费计划 $37.90/月

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Picking the right tool to keep track of customers can feel like a massive headache, right?

You’ve got tons of info, and you need to keep it all organized. 

Imagine losing a big customer because you couldn’t find their contact info quickly. 

Good news! We will compare ClickUp vs Instantly so you can quickly determine which 客户关系管理 is best for your needs. 

We’ll look at what each tool does well and help you find the one that fits your style. 

概述

We’ve spent weeks diving into both 点击 and Instantly.

Our team tested each platform’s core features, from project management to 客户关系管理 functions, simulating real-world usage to provide a practical comparison.

4.5满分 5 分

Boost productivity by 25%! ClickUp helps you manage sales, projects, docs, and more.

定价： 它有免费计划。高级计划起价为每月 7 美元。

主要特点：

• 任务管理
• 项目管理
• 协作工具

免费试用 clickup 阅读完整评论

3满分 5 分

Ready to give Instantly a try? Experience the speed and simplicity of a modern lead generation tool.

定价： It has a free trial. The premium plan starts at $37.9/month.

主要特点：

• Warmup & Deliverability
• Automated Sequences
• Обзор искусственного интеллекта Hume: самая реалистичная озвучка в 2025 году?

Try Instantly for FREE 阅读完整评论

什么是 ClickUp？

Okay, let’s talk 点击. Think of it as your digital workspace.

It’s built to handle tasks, projects, and even your team’s goals.

You can customize it to fit your work style, and it’s pretty flexible.

此外，探索我们最喜欢的 ClickUp 替代品…

我们的观点

Может показаться, что это много, но вы быстро привыкнете!

免费试用 ClickUp 阅读完整评论 Установка приложения — хорошая идея, поскольку оно делает Taskade еще лучше и быстрее.

主要优点

• Компьютеры:
• 提供永久免费计划。
• 支持超过 1,000 种集成。
• 可定制的工作流程和视图。
• 全面的报告功能。

尝试 点击 免费

定价

• 自由的Navegando no seu espaço de trabalho do Taskade
• Agora que você se inscreveu, vamos dar uma olhada no seu espaço de trabalho do Taskade.Pense no seu espaço de trabalho como seu escritório principal ou centro de comando no Taskade.
• É onde todos os seus projetos e tarefas são organizados.O que são espaços de trabalho?
• 企业：根据您的要求联系他们获取定制价格。

尝试 点击 免费

Você pode ter mais de um espaço de trabalho.

• 一体化平台。
• 高度可定制。
• 强大的免费计划。
• 强大的自动化。
• 协作功能。

缺点

• 学习曲线陡峭。
• 功能超载。
• 移动应用程序的限制。
• 性能问题。

尝试 点击 免费

什么是 Instantly？

Instantly, it is all about email outreach. Think of it as your cold email powerhouse.

It helps you warm up your email accounts.

It finds leads and automates your campaigns. It’s built to boost your email deliverability.

此外，探索我们最喜欢的 Instantly alternatives…

我们的观点

对于想要加强外展力度的企业来说，Instantly 是一个很有价值的工具。

立即免费试用 阅读完整评论 立即检查替代方案

主要优点

• 多渠道推广： 通过电子邮件、LinkedIn、Twitter 等方式与潜在客户建立联系。
• 个性化消息： 为每个收件人定制您的信息。
• 自动跟进： 无需费力即可保持头脑清醒。
• 详细分析： 跟踪您的进度并确定哪些措施有效。

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定价

• 成长型客户关系管理：37.9 美元/月，无限席位。
• 超级 CRM：每月 77.6 美元，无限席位。

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Você pode ter mais de um espaço de trabalho.

• 非常适合外展和潜在客户开发。
• 强大的自动化功能。
• 它有助于提高响应率。
• 轻松个性化消息。

缺点

• 大规模推广的成本可能会很高。
• 免费计划很少。
• 不是一个成熟的 CRM。

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功能比较

Choosing a platform means comparing the breadth of a massive project management platform like ClickUp against the laser focus of a sales scaling tool like Instantly AI.

This full comparison will help you decide which business software best supports your business plan—whether your priority is managing complex tasks and multiple projects or scaling high-volume cold emailing and outreach campaigns.

1. Primary Focus and Use Case

• 点击: A highly flexible management platform designed as a single app to house the entire workspace, offering tools for project management and optimizing internal business operations across marketing teams. It aims to replace other features in your tech stack.
• 即时人工智能: A specialized platform focused entirely on lead generation and high-volume email outreach. It helps new users and instantly users manage unlimited email accounts and build automated outreach campaigns.

2. Pricing and Scalability

• 点击: Offers a generous free forever plan with enough features for solo workers. Paid tiers, including the unlimited plan and enterprise plan, are typically per user and allow unlimited users and unlimited storage. Clickup plans occasionally offer discounts.
• 即时人工智能: Primarily offers a paid plan model designed for scaling, which often includes managing an unlimited number of sending accounts and features for boosting sender reputation. It does not offer a truly completely free feature-rich solution.

3. Core Task and Project Management Tools

• 点击: Excels in this area, providing project management tools like gantt charts, kanban board views, 时间跟踪, and the ability to assign tasks a due date. These essential features are key to executing the business plan.
• 即时人工智能: Lacks dedicated project management tools. Its task management is limited to scheduling follow-ups and managing the progression of outreach campaigns through the campaign 建造者.

4. Communication and Collaboration

• 点击: Features strong team communication tools, including chat, real time editing on documents, and whiteboard feature integration. It also integrates with google drive for file sharing within the entire workspace.
• 即时人工智能: Communication is centered on the unified 收件箱 and email sequences. It lacks the internal collaboration features necessary for managing multiple projects or internal team member coordination.

5. Lead Generation and Data Sourcing

• 点击: Focuses on managing existing complex projects. It does not have built-in features for generating or verifying verified leads or finding potential clients.
• 即时人工智能: Includes the powerful instantly lead finder feature, which helps instantly users find verified leads and turn them into new contacts, quickly filling up their pipeline for outreach campaigns.

6. Security and Account Management

• 点击: Supports single sign on (SSO) on higher tiers and granular user permissions for 安全 across the entire workspace. The use of a single sign-on simplifies new users access.
• 即时人工智能: Security is focused on protecting the integrity of the sending accounts. Features like inbox rotation help maintain sender reputation by automatically distributing volume across all your sending accounts.

7. Automation and AI Features

• 点击: Includes the ai assistant (the clickup brain) and 自动化 features to assign tasks and save time. Clickup offers dashboard views to help users achieve a high score in efficiency.
• 即时人工智能: Offers high-level automation in the campaign builder for sales engagement and follow-ups. It automates testing deliverability to avoid the spam folder and track campaign analytics.

8. Customization and Extensibility

• 点击: Highly customizable with custom fields, custom objects, and unlimited number of Das bedeutet, dass Ihr views. API access is available for connecting the platform to nearly any tech stack or legacy business software.
• 即时人工智能: Customization primarily revolves around setting up personalized email sequences and defining criteria for the instantly lead finder. It provides minimal options for structural customization compared to a management platform.

9. Learning and Support

• 点击: Offers extensive support including live training, a knowledge base, and live onboarding training for higher tiers. The clickup review and clickup university are great resources for team member education. Clickup’s features are vast, requiring dedicated learning.
• 即时人工智能: Support is focused on helping new users to instantly turns leads and instantly users maximize deliverability and run effective outreach campaigns. It features smart scheduling and robust documentation on how to avoid the spam folder.

选择 CRM 软件时要注意什么？

• Consider your team’s size, number of email account and technical skills to avoid a steep learning curve. The complexity of new features and customizations across different clickup plans is a key factor for every team member.
• Evaluate if built-in communication tools are essential or if integrations are sufficient.
• Assess the importance of detailed project management software versus sales-specific features, and whether the included kanban board and task views are sufficient.
• Check for mobile app functionality if your team works on the go, especially for real-time time tracking.
• Confirm that the specific software can integrate with your existing tools, like Microsoft 365, and determine the level of api access needed.
• Compare 报告 features to see which platform provides more actionable data for resource management and analyzing the impact of a free plan or paid tier.
• Factor in customization options to ensure the software can adapt to your unlimited accounts
  and evolving needs, as this is one of ClickUp’s essential features.
• Determine if onboarding and customer support, including phone support, are adequate for your team’s requirements. Also, check if they offer discounts for your business type and the limitations of clickup’s free plan.
• Review the ease of setting up new tasks, communication features, the process to import data from existing systems, and the permissions for guest access when they need to view tasks or check if pricing is better if billed annually.

最终裁决

So, which one wins? For most teams needing complete management software, ClickUp is our pick. 

It lets you manage projects and collaborate seamlessly.

It has many more features than Instantly, which is excellent if you need a powerful tool for cold emails. 

But if you want to keep your whole team organized, ClickUp is better.

We tested both. ClickUp’s combination of features and price makes it a winner. Trust us—we’ve done the work, so you don’t have to.

Plus, with ClickUp, you can keep all your tasks and documents in one place.

That means less jumping between apps. And, if your team is growing, ClickUp can grow with you.

免费试用 clickup 阅读完整评论 Clickup 替代方案

Try Instantly for FREE 阅读完整评论 Instantly alternatives

更多 ClickUp 信息

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