Creatio CRM vs ClickUp：哪款 CRM 工具最适合您在 2025 年使用？

优胜者

4.5

• 项目管理
• 产品开发
• 工作流程
• 资源管理
• 私人白板
• 免费方案
• 付费计划，起价 7 美元

立即尝试

亚军

3.5

• Creatio Studio
• 无代码设计
• 创造人工智能
• 市场营销应用
• 服务应用程序
• 免费试用
• 付费套餐，每月 25 美元起。

立即尝试

Picking the right software for your business is tough, right? 

Especially when you see names like Creatio 客户关系管理 vs ClickUp. 

Imagine choosing the wrong one. You waste time and money.

You need something that helps you keep track of customers and manage projects.

It’s like trying to pick the perfect pair of shoes when you don’t know your size.

Don’t worry. We’re going to break down Creatio 客户关系管理 vs ClickUp, look at the pros and cons, and figure out which one might be your perfect fit in 2025. 

Let’s make this simple and find the right tool for your 商业.

概述

Our team did extensive research and tested both Creatio 客户关系管理 and ClickUp in daily business scenarios to give you a real-world perspective. 

This hands-on approach allowed us to see their strengths and weaknesses firsthand, leading to a much more accurate comparison.

4.55分制

提升 25% 的工作效率！ClickUp 帮助您管理销售、项目、文档等等。

定价： 它提供免费套餐，高级套餐起价为每月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

3.55分制

准备好探索 Creatio 的强大功能了吗？立即注册，亲身体验该平台。

定价： 它提供免费试用。高级套餐起价为每月 25 美元。

主要特点：

• 可视化工作流构建器
• 高级分析
• 无代码定制

立即体验 Creatio 阅读完整评论

ClickUp是什么？

ClickUp is more than just tasks.

It’s a full project and work management tool.

It brings teams together.

You can track projects, manage tasks, and even chat.

此外，还可以探索我们最喜欢的 ClickUp的替代方案…

我们的观点

它功能强大且灵活。免费版功能非常丰富，包含许多项目管理功能。然而，由于选项众多，对于新手来说，一开始可能会感到不知所措，学习曲线也比较陡峭。

免费试用 ClickUp 阅读完整评论 查看ClickUp的替代方案

主要优势

• 集中式任务工作空间。
• 提供永久免费方案。
• 支持超过 1000 种集成。
• 可自定义的工作流程和视图。
• 全面的报告功能。

尝试 点击向上 免费

定价

• 自由的最适合个人使用。
• 无限每用户 7 美元。
• 商业每用户 12 美元。
• 企业请联系他们获取根据您的需求定制的报价。

尝试 点击向上 免费

优点

• 一体化平台。
• 高度可定制。
• 功能强大的免费方案。
• 高度自动化。
• 协作功能。

缺点

• 学习曲线陡峭。
• 功能过载。
• 移动应用局限性。
• 性能问题。

尝试 点击向上 免费

什么是Creatio？

Think of it as a super-powered customer hub.

It’s built to keep everything about your customers in one place.

It helps sales, marketing, and service teams work together.

此外，还可以探索我们最喜欢的 Creatio CRM 的替代方案…

我们的观点

它是一款非常强大的工具，尤其是其无需编写代码的功能，可以节省开发时间。它能够自动化业务流程，从而显著提高效率，一些用户甚至发现潜在客户转化率提高了 300%。

立即尝试创建 阅读完整评论 创造替代方案

主要优势

Creatio 拥有一些使其脱颖而出的优势。它可以帮助您更快、更好地完成工作。

• 无代码自由： 快速构建应用，轻松更改工作流程，无需编写代码！
• 提高效率： 实现任务自动化，可以解放你的团队。
• 360°客户视角： 在一个地方查看所有客户信息，更好地了解他们。
• AI智能助手： 利用人工智能进行预测，帮助企业做出明智的商业决策。
• 集成模块： 集销售、市场营销和服务于一体，所有功能一应俱全。

尝试 免费创作

定价

所有套餐均按年计费。

• 生长： 每月25美元。
• 企业： 每月55美元。
• 无限： 每月85美元。

尝试 免费创作

优点

• 强大的自动化功能。
• 深度定制。
• 强大的销售工具。
• 营销功能。
• 实现多个流程的自动化。

缺点

• 学习曲线陡峭，设置复杂。
• 成本较高，需要大量投资。
• 定制化需要技术技能。
• 对于小型团队来说可能有点过度设计了。

尝试 免费创作

功能对比

We’re going to look closely at nine core areas. This shows you exactly where each platform is strong.

This detailed comparison helps you make the right choice for your business environment.

1. Business Process Management

• 创造 客户关系管理: Its core is business process management. It is a no-code platform to automate workflows. This gives you a maximum degree of freedom to change complex workflows.
• ClickUp： It handles processes, but it’s more about project management workflows. It focuses on task execution rather than deep business process management.

2. Core CRM Functionality

• Creatio crm: It is a pure crm platform. It excels at lead management and account management. Its main goal is to orchestrate the customer journey and build long-lasting relationships.
• ClickUp： It offers crm applications, but they are an add-on to its project management software. It is not built from the ground up to be a full crm platform.

3. Sales Processes Acceleration

• Creatio crm: It is designed to accelerate sales processes. It gives your creatio team tools to automate workflows. This focuses on boosting your revenue.
• ClickUp： It helps sales teams with task management, but doesn’t have the same depth for complex sales processes or dedicated sales workflow 自动化.

4. No-Code Tools and Customization

• Creatio crm: It uses no-code tools through Studio Creatio. This lets citizen developers quickly build applications. This gives the maximum degree of customization.
• ClickUp： It is also highly customizable, but its focus is mainly on configuring project management tools. It doesn’t offer the same depth of a no-code platform for building new apps.

5. Marketing Platform

• Creatio crm: It offers an omnichannel marketing platform called Marketing Creatio. It lets you run full marketing campaigns. This helps enhance customer and employee experiences.
• ClickUp： Its marketing features are more for planning and task management. It is not a dedicated omnichannel marketing platform like Marketing Creatio.

6. 项目和任务管理

• Creatio crm: It has project management tools, but it is not its defining part. Its focus remains on the customer journey and crm features.
• ClickUp： It is a leader in project management. It offers unlimited plans with features like time tracking and Gantt charts. You can manage complex projects easily.

7. Resource and Capacity

• Creatio crm: It focuses more on managing and automating the customer-facing workflow. Its primary view is on the customer, not resource allocation.
• ClickUp： It helps with resource management and seeing team member workload. This is key for efficient business operations and project management.

8. Enterprise Scalability

• Creatio crm: It is built to scale for large companies. It can handle great complexity. It helps large groups like société générale group.
• ClickUp： It has an enterprise plan, but it started as a tool for smaller teams and solo workers. It is a strong performer, but Creatio handles more complex industry workflows.

9. Platform Flexibility and Use Case

• Creatio crm: It is a low-code platform designed for industry workflows. It offers a lot of freedom to automate workflows and streamline your core operations.
• ClickUp： It is a flexible management tool for all types of work, like tasks and team communication. It is great for general project management platform use.

选择CRM软件时应注意哪些方面？

H2: What to Look For When Choosing Your Business Software?

When picking a new business software, you need to check these essential features. It must fit your team’s 生产率 和 能力 to work.

• 定价和方案：
  • Do they offer a free plan or a free forever plan? This lets you test it first.
  • What do the paid plan options include per user? Always look closely at the pricing details.
• Project and Task Management:
  • Can you handle multiple projects and complex tasks?
  • Does the software offer views like kanban board and let you easily assign tasks and set a due date?
• 定制化和技术：
  • Can you add custom fields to tailor the entire workspace?
  • Does the technology include no-code or low-code options to improve efficiency?
• AI and Automation Features:
  • Is there an ai assistant like ClickUp Brain? This can help you save time.
  • Does it allow you to automate workflows and easily orchestrate customer journey?
• 数据 and Integration:
  • How easy is it to import data and see a full comparison of your operations?
  • Does it integrate with your existing tech stack like google drive and offer marketplace add ons?
• 用户体验和支持：
  • Is the user experience highly rated in a ClickUp review? Aim for a high score.
  • Do they offer live training, live onboarding training, or phone support? Support is key.
• 安全 and Team Access:
  • Does it offer single sign on (single sign) for security?
  • Can you manage user permissions and give guest access to people outside the company?
• CRM Specifics (Creatio products):
  • Does the system show genuine care for customers in its design?
  • Look for features that streamline your order management and help with customer and employee experiences.
• Platform Value (ClickUp’s features):
  • Do you get 用户数量不限 和 无限存储空间 on a good plan?
  • Check if clickup includes a 知识库 和 communication features to centralize everything.

最终判决

So, which one wins? For most, ClickUp is the better management tool.

It’s easy to use and has lots of ways to customize it.

It’s great for teams that need to stay organized. Creatio is a strong CRM platform.

Especially for lead management, but it can be complex.

If you want a smooth user experience and boost customer satisfaction through better teamwork, ClickUp is our pick.

Think about your business needs.

We’ve tested both, and ClickUp fits most people better.

免费试用ClickUp 阅读完整评论 ClickUp 的替代方案

立即体验 Creatio 阅读完整评论 Creatio 的替代方案

更多ClickUp的内容

Creatio CRM 的更多内容

常见问题解答