⚡ 快速结论：
- 定价： Creatio CRM starts at $25/user/month. ClickUp starts at $7 per user, and its free plan costs $0.
- 最适合： Creatio CRM suits workflow 自动化, sales and marketing teams at larger firms. ClickUp suits project management for 小型企业.
- 主要区别： Creatio is a no code platform to automate workflows and CRM. ClickUp is a project management platform for tasks and docs.
- 我们的选择： 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.
概述
This Creatio CRM vs ClickUp comparison covers pricing, features, and ease of use.
We also break down who each product fits best.
我们的信息来源包括已发布的规格说明、供应商文档和 G2 评测。
我们的撰稿人也亲自体验了这两个平台。
这些笔记出现在下面的“我们的团队注意到”部分中。
Creatio CRM是什么？
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 商业 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.
数千家客户每天在 100 个国家/地区运行数百万个工作流程。
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.
Creatio CRM 定价
Creatio CRM sells three tiers. All three are priced per user.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 生长 | 每用户每月 25 美元 | Smaller teams starting with CRM |
| 企业 | 每用户每月 55 美元 | Multi-department business operations |
| 无限 | 每用户每月 85 美元 | Complex projects and heavy customization |
价格已于2026年7月核实。
免费试用： Creatio offers a time-limited trial of the platform. There is no free forever tier.
退款保证： Creatio does not publish a standard refund window. Terms are set inside the contract.
📌 笔记： 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.
⚠️ 警告： 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.
Creatio CRM 的主要优势
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.
我们的团队注意到了什么
我们的 作家 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.
Creatio CRM 的优缺点
✅ 优点
- 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
❌缺点
- 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是什么？
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.
🏆 优胜者：ClickUp
Tasks, docs, goals, and chat in one workspace. The free forever plan allows an unlimited number of users.
ClickUp定价
ClickUp offers a free plan and three paid tiers.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 自由的 | $0 | 单人工作者和小团队 |
| 无限 | 每用户每月 7 美元 | Growing teams that need unlimited storage |
| 商业 | 每用户每月 12 美元 | Multiple projects and advanced 报道 |
| 企业 | 风俗 | Large firms needing HIPAA compliance |
价格已于2026年7月核实。
免费试用： ClickUp offers a 15-day free trial on paid plans. The free forever plan needs no trial at all.
退款保证： ClickUp 为所有付费套餐提供 30 天退款保证。
📌 笔记： 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.
⚠️ 警告： Upgrades apply to your entire workspace. Every team member moves to the paid plan together, so a mixed setup is not possible.
ClickUp 的主要优势
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.
- 安全 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.
我们的团队注意到了什么
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 聊天机器人 first, and there is no phone support. ClickUp University and its knowledge base cover most gaps, and the Enterprise plan adds live onboarding training.
ClickUp 的优点和缺点
✅ 优点
- Free plan allows unlimited users at no cost
- 超过 1000 种集成，包括 Slack、Google Drive 和 Zoom。
- Built-in time tracking, goals, and workload views
- 30-day money-back guarantee on every paid plan
❌缺点
- Interface feels overwhelming for new users
- 报告工具分散在平台各处。
- No phone support and no true employee scheduling
功能对比
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.
| 特征 | Creatio CRM | 点击上 |
|---|---|---|
| 起价 | 每用户每月 25 美元 | 每用户每月 7 美元 |
| 免费计划 | ❌ | ✅ |
| 业务流程管理 | ✅ | ❌ |
| 无需代码 应用构建器 | ✅ | ❌ |
| CRM应用 | ✅ | ❌ |
| 甘特图和看板 | ❌ | ✅ |
| 时间跟踪 | ❌ | ✅ |
| 人工智能助手 | ✅ Creatio AI | ✅ ClickUp Brain |
| 集成 | 700多个连接器 | 1,000+ apps |
| 最适合 | 销售和营销自动化 | 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. 人工智能助手
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 建筑商 creates rules from a plain-English description instead. Marketing teams use it to run production calendars, not nurture sequences.
⚠️ 警告： 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. 定价与成本
Here are the ClickUp plans and Creatio tiers side by side.
| 层级 | Creatio CRM | 点击上 |
|---|---|---|
| 自由的 | ❌ | $0 |
| 入口 | 增长——每用户每月 25 美元 | 无限流量——每用户每月 7 美元 |
| 中 | 企业版——55美元/用户/月 | 企业版——每用户每月 12 美元 |
| 顶部 | 无限流量——每用户每月 85 美元 | 企业 — 定制 |
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.
不同场景
| 如果您需要…… | 选择 | 为什么 |
|---|---|---|
| 预算紧张 | 点击上 | Free tier plus $7 seats |
| Process automation across departments | Creatio CRM | 原生 BPM 引擎 |
| Sprint and task delivery | 点击上 | Boards, Gantt, workload views |
| Custom apps without developers | Creatio CRM | No code app designer |
| 适合初学者的设置 | 点击上 | Sign up and start in minutes |
| Regulated sales and service records | Creatio CRM | CRM applications with 审计 小径 |
💰 您的预算
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.
🔌 您的技术栈
Creatio suits a tech stack with ERP and telephony already in place. ClickUp fits teams living in Slack, Google Drive, and Zoom.
📝你的工作方式
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.
🎓您的经验水平
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.
🆓 免费试用和演示
ClickUp gives you 15 days on paid tiers plus a permanent free tier. Creatio runs a guided trial and a scoping call instead.
🛟 支持选项
Creatio routes serious issues through named partners and regional offices. ClickUp runs 24/7 chat behind an AI bot, with no phone line.
切换指南
Already committed to one of them? Here is what changes.
🔄 从 Creatio CRM 切换到 ClickUp？
✅ 你将获得：
- A far lower per-seat cost and a free tier
- Native time tracking and workload views
- Docs, chat, and whiteboards next to the work
❌ 你会失去什么：
- The BPM engine and modelled approvals
- CRM records for accounts, orders, and cases
- Prebuilt industry workflows
📋 如何切换：
- 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
🔄 从 ClickUp 切换到 Creatio CRM？
✅ 你将获得：
- A real customer database behind every activity
- No code app building for citizen developers
- Marketing, sales, and service under one roof
❌ 你会失去什么：
- The free plan and low per-seat pricing
- Built-in timers and billable hour reporting
- Same-day setup with no partner involved
📋 如何切换：
- 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
我们的评测没有涵盖的内容
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.
最终判决
| 类别 | 优胜者 |
|---|---|
| 💰 定价 | 点击上 |
| 🚀 核心功能 | 领带 |
| ⚡ Automation Depth | Creatio CRM |
| 🎯 Customer Data | Creatio CRM |
| 👶 易用性 | 点击上 |
| 🔌 集成 | 点击上 |
| ⏱️ 时间跟踪 | 点击上 |
| 🏆 总冠军 | 点击上 |
🏆 优胜者：CLICKUP
ClickUp wins 4 of 7 categories and scores 4.3 against 3.5.
最适合： 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.
Creatio CRM 的更多比较
Here is how Creatio holds up against the other names on most CRM shortlists:
Creatio 胜出的原因： no code changes without a developer, a BPM engine included at every tier, lower list price per seat
Salesforce 的优势在于： a far larger partner network, deeper reporting out of the box, more third-party apps written for it
Creatio 胜出的原因： process modelling across departments, unlimited customization of objects, prebuilt vertical packages
HubSpot 在以下方面胜出： a genuinely usable free tier, faster onboarding for marketers, better content and SEO tooling
Creatio CRM 与 管道驱动
Creatio 胜出的原因： service and marketing apps in the same licence, automation beyond the sales pipeline, enterprise account depth
Pipedrive 获胜： a $14 entry price, a pipeline any rep understands on day one, far lighter admin overhead
Creatio 胜出的原因： true process automation, order and case management, analyst recognition in sales force automation
周一 CRM 胜出： visual board setup in an afternoon, cheaper seats for small teams, a shorter learning curve
ClickUp 的更多比较
And here is ClickUp against the tools it usually replaces:
ClickUp 与 Asana 的对比
ClickUp 在以下方面胜出： native time tracking, a free tier with unlimited users, cheaper paid seats at every step
Asana 胜出的原因： a calmer interface, faster onboarding for non-technical staff, steadier performance on huge task lists
ClickUp 对比 Monday.com
ClickUp 在以下方面胜出： more value per dollar, docs and whiteboards included, no minimum seat count
Monday.com 胜出： a friendlier first hour, cleaner board design, less setup before a team is productive
ClickUp 与 Trello 的比较
ClickUp 在以下方面胜出： Gantt and workload views Trello lacks, goals and reporting, automation without paid power-ups
Trello 胜出之处在于： near-zero learning curve, speed on simple boards, a free tier that never feels cramped
ClickUp 与 概念
ClickUp 在以下方面胜出： real project scheduling, timers and estimates, stronger permissions for client work
Notion 在以下方面胜出： nicer documents, a flexible wiki structure, a gentler tool for knowledge-heavy teams
常见问题解答
Creatio是做什么用的？
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.
Creatio 中的 CRM 是什么？
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是用来做什么的？
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.
ClickUp 真的是免费的吗？
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有哪些缺点？
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.
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