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SugarCRM vs ClickUp: Which CRM is Best for 2026?

| Last updated Aug 6, 2026

优胜者
点击向上
4.3
  • 永久免费计划
  • 甘特图和看板
  • ClickUp Brain AI 助手
  • 内置 时间跟踪
  • 1000 多个集成
  • 15天免费试用
  • 付费方案,每月每用户 7 美元起。
亚军
SugarCRM
3.1
  • Sugar Sell, Market & Serve
  • Drag and Drop Workflows
  • On-Premises or Cloud Hosting
  • REST and SOAP API Access
  • 30+ Languages, Multi-Currency
  • Ten User Minimum, No Free Plan
  • 付费方案,每月每用户 59 美元起。

⚡ 快速结论:

  • 定价: ClickUp starts at $7 per user per month. SugarCRM starts at $59 per user per month with a ten user minimum.
  • 最适合: ClickUp suits project management and task management for smaller teams. SugarCRM suits sales, marketing and service teams in manufacturing and distribution.
  • 主要区别: ClickUp is a project management platform. SugarCRM is a 客户关系管理 platform built around customer records and revenue.
  • 我们的选择: ClickUp for most readers, because the free plan and $7 entry price fit 小型企业 far better.
SugarCRM vs ClickUp Comparison

These two tools rarely end up on the same shortlist by accident.

One is 客户关系管理 software. The other is project management software.

Yet both promise to run your whole 商业 from a single platform.

That overlap is where the confusion starts.

This full comparison shows where each one actually earns its price.

概述

This SugarCRM vs ClickUp comparison covers pricing, core features, and ease of use.

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个平台。

这些笔记出现在下面的“我们的团队注意到”部分中。

By the end, you will know which system fits your company.

ClickUp是什么?

ClickUp is project management software for teams that plan and track work together.

It puts tasks, docs, calendars, and chat inside one workspace.

That setup cuts the tool switching most project management tools create.

You can assign tasks, set a due date, and view tasks six different ways.

A multi-level hierarchy runs from Workspaces down to Spaces, Folders, Lists, and Subtasks.

点击上

Here is a walkthrough of how the platform handles day-to-day work.

🏆 优胜者:ClickUp

⭐ 4.3/5 | 💰 每月每用户 7 美元起

A free forever plan with unlimited users. Paid tiers add Gantt charts, guest access, and time tracking.

ClickUp定价

ClickUp offers one free tier and three paid plans. Here is what each one costs.

计划价格最适合
自由的$0单人工作者和无限用户测试任务
无限每用户每月 7 美元Small businesses needing unlimited storage
商业每用户每月 12 美元Marketing teams and multiple projects
企业风俗Enterprise level plans with single sign on

Pricing verified August 2026.

点击定价

免费试用: Yes. ClickUp offers a 15-day free trial on its paid plans.

退款保证: A 30-day money-back guarantee applies to every paid plan.

📌 笔记: The free forever plan caps custom fields at 100 uses. The Enterprise plan adds HIPAA compliance for regulated work.

⚠️ 警告: Upgrades apply to your entire workspace. Every team member moves to the paid plan together, so costs rise faster than expected.

ClickUp 的主要优势

Here is what makes ClickUp worth a look:

  • One workspace for everything: Tasks, docs, calendars, and communication sit together. That removes the disparate tools most teams juggle.
  • 灵活的视角: List, Board, Calendar, Gantt, and Timeline layouts cover both basic workflows and advanced workflows.
  • 自动化 without code: Over 100 pre-built automation templates handle repetitive steps. Custom rules cover the rest.
  • Resource management built in: Native timers, time estimates, and workload views help you spot burnout 早期的.
  • Goal tracking: Measurable goals link directly to tasks. Your team sees how daily work rolls up to strategy.
  • A wide tech stack fit: ClickUp includes over 1,000 integrations covering Slack, Google Drive, and Zoom.
  • 学习资源: ClickUp University, a knowledge base, and live training cover onboarding for new features.
点击查看更多优惠

我们的团队注意到了什么

我们的 作家 built a real content calendar in ClickUp and ran it for several weeks. Here is what stood out from that hands-on time:

ClickUp个人体验

ClickUp 的优点和缺点

✅ 优点
  • The free forever plan allows an unlimited number of users
  • Paid plans start at $7 per user per month
  • 超过 1000 种集成,包括 Slack、Google Drive 和 Zoom。
  • Gantt charts, Kanban board, calendar, and list views in one place
  • Built-in time tracking, timesheets, and workload views
❌缺点
  • The interface is complex and overwhelming for new users
  • Reporting tools are scattered across the platform and hard to find
  • 不提供电话支持,在线聊天由人工智能聊天机器人发起。
  • Time tracking feels cumbersome and lacks true employee scheduling

SugarCRM是什么?

SugarCRM is a CRM platform for sales, marketing and service work.

It gives you a 360-degree view of every customer across departments.

The suite breaks into three arms: Sugar Sell, Sugar Market, and Sugar Serve.

Sugar Sell handles Salesforce automation, reports, and product performance tracking.

Sugar Market covers marketing automation, SEO, and 社交媒体 工具。

Sugar Serve 增加了智能路由、案例跟踪和统一的支持控制台。

Its 2026 strategy centers on guided selling that blends CRM and ERP 数据.

Sugarcrm 主页

This walkthrough shows how the modules fit together.

🔥 SugarCRM 评测:优缺点

🥈 Runner Up: SugarCRM

⭐ 3.1/5 | 💰 每月每用户 59 美元起

Built for relationship-driven B2B sales. Strong customization, deep ERP links, and flexible hosting for specific business needs.

SugarCRM定价

SugarCRM pricing runs on three paid tiers. There is no free version.

计划价格最适合
标准每用户每月 59 美元Core features and basic support
先进的每用户每月 85 美元Sales performance and geo mapping
总理每用户每月 135 美元企业级计划,提供增强支持

Pricing verified August 2026.

免费试用: No. SugarCRM does not offer a free trial on most plans.

退款保证: None published. Contracts are usually billed annually through a sales rep.

📌 笔记: Every tier carries a ten user minimum. Your real SugarCRM cost is ten seats, so the Standard plan starts near $590 per month.

⚠️ Pricing conflict: Some published sources list Sugar Professional at $52 per user and Sugar Enterprise at $65 per user, plus a separate Sugar Market plan near $1,000 per month for 10,000 contacts. Our table uses the verified figures above. Confirm current CRM prices with SugarCRM directly before you sign.

SugarCRM 的主要优势

Here is where this CRM software earns its keep:

  • One customer record: Sales, marketing, and support share the same data. Silos between service teams disappear.
  • SugarPredict AI: Domain-specific AI scores leads and suggests the next best action inside seller workflows.
  • 深度定制: You can customize SugarCRM with drag and drop workflows, custom fields, and layouts without code.
  • Flexible hosting: Its open source CRM heritage lets you choose on-premises, private cloud, or public cloud.
  • 全球覆盖范围: Over 30 languages and multiple currencies support businesses expanding across borders.
  • Lower total cost: Setup costs run about 42% below Salesforce, which cuts total cost of ownership by roughly 32%.
  • Open integration: REST and SOAP API access connects legacy systems and removes data siloes.
Sugarcrm 的主要优势

我们的团队注意到了什么

Our writer set up a small pipeline in SugarCRM and worked through its configuration screens. Here is what stood out:

Sugarcrm 个人体验

SugarCRM 的优点和缺点

✅ 优点
  • Modular design bends to unique industry processes without heavy coding
  • Sales, marketing and service run on one connected customer record
  • Choice of on-premises or cloud hosting avoids vendor lock-in
  • Strong fit for manufacturing, wholesale, and distribution accounts
❌缺点
  • Steep learning curve caused by the size of the feature set
  • Deeper changes, like new business modules, still need software development
  • Customer service tools trail Zendesk and Salesforce Service Cloud
  • No free plan, no free trial, and a hard ten user minimum

功能对比

These platforms overlap more than their categories suggest. Both manage work, both track records, and both sell themselves as a single platform.

We compared ten areas that decide which system fits your business operations.

特征点击上SugarCRM
起价每用户每月 7 美元每用户每月 59 美元
免费计划
免费试用✅ 15天
任务管理
Sales Pipeline & Leads
营销 自动化
时间跟踪
人工智能助手✅ ClickUp Brain✅ SugarPredict
自托管选项
最适合项目管理B2B sales and service

1. Core Function: Task Management vs Sales Automation

ClickUp: Work starts as a task. You assign tasks, set a due date, and nest subtasks under Lists and Folders. This hierarchy handles complex projects without extra plugins.

点击项目管理

SugarCRM: Work starts as a customer record. Sales automation moves leads through stages and logs every touch. Tasks exist, but they hang off accounts rather than projects.

满足您需求的最佳CRM工具

2. Views, Kanban Board and Custom Workflows

ClickUp: You get List, Board, Calendar, Gantt, and Timeline layouts on the same data. Gantt charts cover dependencies, and the Kanban board suits fast sprint work.

ClickUp看板

SugarCRM: Views follow pipeline logic instead of project logic. Custom workflows and custom fields shape records around specific business rules, though the setup takes planning.

如何在 SugarCRM 中使用自定义工作流流程 | 自动化模板和审批

3. Time Tracking and Sales Performance

ClickUp: Native timers and manual logging track billable hours against estimates. Timesheets roll up per team member, which helps agencies bill accurately.

点击时间跟踪

SugarCRM: There is no built-in timer. The platform measures sales performance and product performance through quotas, forecasts, and pipeline reporting instead.

SugarCRM中的引导式销售 | 自动化销售工作流程并提高转化率

⚠️ 警告: ClickUp time tracking is not as smooth as the marketing suggests, and it lacks true employee scheduling. Treat it as task timing, not workforce planning.

4. Automation and Drag and Drop Workflows

ClickUp: Over 100 pre-built automation templates cover status changes, assignments, and reminders. Custom rules extend them, and both basic workflows and advanced workflows stay code-free.

ClickUp AI 自动化构建器

SugarCRM: Marketing automation and service automation run on drag and drop workflows. Nurture campaigns, case routing, and escalation rules all build from the same editor.

SugarCRM营销自动化

5. 模板和自定义

ClickUp: Over 1,000 pre-built templates cover sprints, content calendars, and onboarding. You can save time by cloning a template instead of building an entire workspace by hand.

ClickUp 构建器模板

SugarCRM: Customization goes deeper but costs more effort. You can customize SugarCRM through no-code configuration, then extend it with custom URLs and branded assets for specific business needs.

Sugar Market:轻松构建个性化落地页和自定义短链接

6. Calendar Integration and Campaign Pages

ClickUp: Calendar integration syncs meetings and task dates in one view. Scheduling new tasks around existing commitments takes a drag, not a form.

点击上

SugarCRM: Sugar Market builds landing pages and forms that feed leads straight into the pipeline. That closes the loop between marketing and service teams.

Sugarcrm落地页

7. AI Assistant: ClickUp Brain vs SugarPredict

ClickUp: ClickUp Brain answers questions about your workspace, drafts updates, and tracks workloads. An AI Notetaker captures meetings and turns them into tasks.

点击上

The assistant also surfaces answers inside search, which matters once your data grows.

点击上

SugarCRM: SugarPredict uses domain-specific AI to score lead conversion likelihood. Generative AI and sentiment analysis feed guided selling prompts for reps chasing revenue.

8. Integrations and Your Tech Stack

ClickUp: Over 1,000 integrations connect Slack, Google Drive, and Zoom. Enterprise search then pulls results from those connected tools into one bar.

点击上

SugarCRM: Native connectors plus REST and SOAP API access link ERP and legacy software. That depth is why manufacturing and distribution firms pick this CRM platform.

SugarCRM集成

9. Security, Permissions and Deployment

ClickUp: Two-factor authentication and user permissions control who sees what. Single sign on arrives on the Enterprise plan, and guest access covers outside collaborators.

SugarCRM: Role-based access sits alongside a full 安全 console. You also choose where records live, since on-premises hosting keeps data inside your own system.

SugarCRM 安全概述

Deployment choice is the sharper difference here, so it deserves its own look.

使用 Sugar Connect 简化 CRM 活动管理 | SugarU

10. 定价与成本

Here are the CRM prices and project management costs side by side.

层级点击上SugarCRM
自由的$0❌ 无免费版本
入门级付费计划无限量:每用户每月 7 美元Standard: $59/user/month
Mid paid plan企业版:每用户每月 12 美元Advanced: $85/user/month
最高计划企业:定制Premier: $135/user/month

ClickUp: The gap is not close. A five-person team on the Business plan pays $60 per month. ClickUp plans also let a solo user stay on the free forever plan indefinitely.

SugarCRM: The user minimum changes the math. Ten users on Standard means roughly $590 per month before add-ons. That is a real budget line, not a trial spend.

💡 专业提示: Vendors often offer discounts on multi-year contracts billed annually. Ask before you accept list pricing.

不同场景

如果您需要……选择为什么
An affordable CRM starting pointSugarCRMCheaper than Salesforce for similar depth
To manage projects and deadlines点击上Built for multiple projects at once
Lead scoring and forecastingSugarCRMSugarPredict and pipeline reporting
免费版本可供入门点击上永久免费方案,用户数量不限
本地数据控制SugarCRMSelf-hosted deployment option
Fewer than ten users点击上No user minimum at any tier

💰 您的预算

ClickUp costs $7 per user per month at entry. SugarCRM asks $59 per user per month and ten users minimum.

🔌 您的技术栈

ClickUp connects to over 1,000 apps in a few clicks. SugarCRM goes deeper into ERP and legacy business software through its APIs.

📝 你的日常工作

If your day is deadlines and deliverables, ClickUp fits. If your day is accounts, quotes, and renewals, SugarCRM fits.

🎓您的经验水平

Both carry a learning curve. SugarCRM often needs a partner for setup, while ClickUp University and live onboarding training cover most gaps.

🆓 免费试用和演示

ClickUp gives you 15 days plus a plan that is completely free. SugarCRM runs on scheduled demos with a sales rep.

🛟 支持选项

SugarCRM support ranges from online support to 24/7 global response for premium customers, which lifts its customer experience score against Salesforce. ClickUp offers 24/7 chat but no phone line.

切换指南

Already running one of these? Here is what changes if you move.

🔄 Switching from ClickUp to SugarCRM?

✅ 你将获得:

  • A real sales pipeline with lead scoring and forecasting
  • Marketing and service features tied to the same customer record
  • Self-hosted deployment for teams with strict data rules

❌ 你会失去什么:

  • The free plan and low per-seat entry price
  • Gantt charts, whiteboards, and docs for project work
  • 内置时间跟踪和工作负载视图

📋 如何切换:

  1. Export your lists and custom fields to CSV
  2. Book a SugarCRM demo and confirm your ten-seat contract
  3. Import data into modules, then rebuild automations
🔄 Switching from SugarCRM to ClickUp?

✅ 你将获得:

  • A far lower monthly bill with no seat minimum
  • Communication features like chat, docs, and a whiteboard feature
  • Real time editing and a mobile app with offline capture

❌ 你会失去什么:

  • Pipeline forecasting and quote management
  • Native ERP connectors for manufacturing workflows
  • Control over where your records are hosted

📋 如何切换:

  1. Export accounts, contacts, and open deals from Sugar
  2. Start on the free forever plan and map your hierarchy
  3. Upgrade the entire workspace once your team is settled

我们的评测没有涵盖的内容

This comparison focused on small businesses and mid-sized teams. We did not test SugarCRM at 500 seats, and we did not evaluate custom module development by a partner agency. Enterprise contract terms, regional data residency, and industry compliance packages were outside our scope. If you manage a large sales organisation, weigh those factors before you decide.

最终判决

类别优胜者
💰 定价点击上
🚀 核心功能领带
⏱️ 时间跟踪点击上
🎯 Sales & LeadsSugarCRM
👶 易用性点击上
🔌 集成点击上
🛟 支持SugarCRM
🏆 总冠军点击上

🏆 优胜者:CLICKUP

ClickUp wins 4 of 7 categories.

最适合: Project management, smaller teams, agencies billing hours, and anyone testing a management platform without a contract.

These are two different products aimed at two different problems. ClickUp organises the work. SugarCRM organises the customer.

SugarCRM is the stronger pick when your revenue depends on long B2B relationships. Manufacturing, wholesale, and distribution firms get genuine value from its account depth and ERP links.

But most readers comparing these two are not running a ten-seat CRM contract. They want to manage tasks, hit deadlines, and keep employees aligned without a five-figure commitment.

For that, ClickUp wins on price, speed of setup, and the fact that you can start today for nothing.

ClickUp 的更多比较

Our full ClickUp review compares it against the other project management tools buyers shortlist most:

ClickUp 与 Asana 的对比

ClickUp 在以下方面胜出: A free tier with no user cap, native time tracking, and cheaper paid seats

Asana 胜出的原因: A calmer interface, faster onboarding, and steadier performance on very large workspaces

ClickUp 对比 Monday.com

ClickUp 在以下方面胜出: Value per seat, docs and whiteboards built in, and a deeper hierarchy for complex tasks

Monday.com 胜出: Visual board polish, a gentler learning curve, and clearer team communication defaults

ClickUp 与 Trello 的比较

ClickUp 在以下方面胜出: Gantt views, dashboards, and automation depth that Trello handles only through paid power-ups

Trello 胜出之处在于: Instant setup, a card model anyone understands, and less clutter for solo users

ClickUp 与 Notion

ClickUp 在以下方面胜出: Task dependencies, workload views, and reporting dashboards aimed at delivery teams

概念 获胜方式: Document structure, a cleaner writing surface, and knowledge bases that stay readable

SugarCRM 的更多比较

If you are weighing CRM alternatives, here is how Sugar lands against the other names on most lists:

满足您需求的最佳CRM工具

SugarCRM 与 Salesforce

SugarCRM 胜出的原因: Roughly 32% lower total cost of ownership, hosting choice, and a higher customer experience rating

Salesforce 的优势在于: App marketplace size, partner availability, and its position as the leading CRM by market share

SugarCRM 与 HubSpot 对比

SugarCRM 胜出的原因: Deeper record customization, ERP integration, and predictable per-seat pricing at scale

HubSpot 在以下方面胜出: A usable free tier, faster self-serve onboarding, and stronger inbound marketing tooling

SugarCRM 与 Zendesk 对比

SugarCRM 胜出的原因: Sales pipeline ownership, quoting, and one record spanning marketing and service

Zendesk 在以下方面胜出: Ticket handling depth, agent workspace design, and help centre publishing

SugarCRM 与 Freshsales CRM 的比较

SugarCRM 胜出的原因: Enterprise customization, deployment flexibility, and industry-specific configurations for manufacturing

Freshsales 在以下方面胜出: Lower entry cost, no seat minimum, and a setup process a small team can finish alone

常见问题解答

ClickUp是用来做什么的?

Teams use it as a project management platform to manage projects, docs, and goals in one place. Its essential features cover tasks, views, automation, and reporting.

SugarCRM是用来做什么的?

It runs sales, marketing, and support on one customer record. B2B firms use it for pipeline tracking, campaigns, and case management across departments.

ClickUp真的会永远免费吗?

Yes. ClickUp’s free plan has no time limit and no user cap. Custom fields are capped at 100 uses, and some other features need a paid tier.

SugarCRM有哪些缺点?

A steep learning curve, a ten user minimum, and weaker service tools than Zendesk. Deeper changes often need software development or a certified partner.

CRM系统通常要多少钱?

Most mid-market tools run $25 to $150 per seat monthly. Sugar sits at the upper end, which is why its rating scores lower than cheaper rivals.

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