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Folk vs ClickUp: Which is the Best CRM in 2026?

| Last updated Aug 5, 2026

优胜者
点击向上
4.3
  • 无限用户免费套餐
  • 1000 多个集成
  • Gantt, Kanban, List & Calendar
  • 内置时间跟踪
  • ClickUp Brain AI 助手
  • 15天免费试用
  • 付费方案,每月每用户 7 美元起。
亚军
民间
4.0
  • Magic Fields Enrich Contacts
  • Incredibly Easy to Learn
  • Gmail & Outlook Sync
  • LinkedIn Chrome 扩展程序
  • Kanban-Style Pipeline View
  • 14天免费试用
  • Plans from $17.5/member/month

⚡ 快速结论:

  • 定价: ClickUp starts free, then $7/user/month. Folk starts at $17.5/member/month.
  • 最适合: ClickUp for project management and task management. Folk for contact management and outreach.
  • 主要区别: ClickUp organizes work. Folk organizes people and deals.
  • 我们的选择: ClickUp for most teams, because the free forever plan covers unlimited users.
Folk vs ClickUp Comparison

Small teams often shop for folk 客户关系管理 and ClickUp in the same week.

One promises simple customer relationship management for closing deals.

The other promises to run every project your 商业 touches.

They are not really the same kind of software.

Folk helps you organize contacts and build genuine connections with buyers.

ClickUp helps you manage tasks, deadlines, and complex projects across teams.

概述

This full Folk vs ClickUp comparison covers pricing, 客户关系管理 功能齐全,易于使用。

We reviewed documentation, pricing pages, and G2 reviews for both tools.

我们的撰稿人还亲自体验了每个应用程序。

这些笔记出现在下面的“我们的团队注意到”部分中。

最后,你就会知道哪种工具最适合你的工作流程。

ClickUp是什么?

ClickUp is a cloud-based project management platform for teams of any size.

它可以帮助您在一个工作空间中规划、跟踪和管理项目。

You create tasks, assign tasks to a team member, and set a due date.

ClickUp 包含列表视图、看板视图、日历视图、甘特图视图和时间线视图。

A multi-level hierarchy holds Workspaces, Spaces, Folders, Lists, Tasks, and Subtasks.

That structure is why marketing teams use it for multiple projects at once.

点击上

Watch the ClickUp review video below for a quick tour of the app.

🏆 优胜者:ClickUp

⭐ 4.3/5 | 💰 免费套餐,付费套餐起价 7 美元/用户/月

One workspace for tasks, docs, goals, and team communication. The free forever plan has no cap on seats.

ClickUp定价

ClickUp offers a free plan and three paid plans.

计划价格最适合
自由的$0Solo workers and unlimited users on basic tasks
无限每用户每月 7 美元Smaller teams needing unlimited storage and Gantt charts
商业每用户每月 12 美元Growing teams needing goals and workload views
企业风俗Large firms needing single sign on and user permissions

Pricing verified August 2026.

点击定价

免费试用: 15 days on the paid plans, so you can test before you purchase.

退款保证: 30 days on every paid plan.

📌 笔记: ClickUp’s free plan is completely free for an unlimited number of seats. Custom fields are capped at 100 uses. Both platforms offer discounts when billed annually.

⚠️ 警告: You upgrade the entire workspace, not single seats. Every team member moves to the paid plan together, so the monthly bill climbs fast per user.

ClickUp 的主要优势

Here is what makes ClickUp worth a look:

  • One home for business operations: Tasks, docs, calendars, and chat sit together. That cuts tool switching across your tech stack.
  • 深度定制: Custom fields, dashboards, and reports adapt to how you work. Over 1,000 templates cover common workflows.
  • ClickUp Brain: 内置的 人工智能助手 tracks workloads and time spent. It answers questions about your own 数据.
  • 自动化 that saves hours: Custom rules and 100+ pre-built templates handle repetitive steps. Teams save time on status updates.
  • Real resource management: Time estimates and workload views show who is overloaded. That helps prevent burnout.
  • 学习支持: ClickUp University, a knowledge base, and live training sessions shorten the ramp-up.
  • 超过 1000 个集成: Slack, Google Drive, and Zoom connect directly. You integrate the tools you already pay for.
点击查看更多优惠

我们的团队注意到了什么

我们的 作家 ran a content calendar inside ClickUp 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
  • 永久免费方案支持无限用户数量。
  • 超过 1000 种集成,包括 Slack、Google Drive 和 Zoom。
  • Built-in time tracking, time estimates, and workload views
  • Custom fields, dashboards, and reports you build yourself
❌缺点
  • The interface is complex and overwhelming for new users
  • 报告 工具散落在各处,很难找到。
  • 没有电话支持,只有在线聊天和知识库。

什么是民俗?

Folk is a lightweight crm built around contact management.

The interface looks like a collaborative spreadsheet, not a heavy sales suite.

You add contacts, group them, and set reminders to follow up.

A Chrome extension pulls people and companies straight from LinkedIn.

Folk CRM was designed for multiple use cases beyond sales.

Fundraising, event follow-up, and partnerships all fit the same model.

That flexibility is why non-sales teams pick it over traditional crm software.

民俗介绍

The video below walks through the app in about five minutes.

Runner Up: Folk

⭐ 4.0/5 | 💰 From $17.5/member/month

A simple crm for people who hate crm software. Sync Gmail, organize contacts, and chase winning deals.

民间定价

Folk keeps its plans simple. There is no free tier.

计划价格最适合
标准每位会员每月 17.5 美元Solo founders doing basic contact management
优质的每位会员每月 35 美元Small teams running email 自动化
风俗每位会员每月 70 美元An agency needing deeper data and support

Pricing verified August 2026.

民间定价

免费试用: 14 days, no credit card needed to start.

退款保证: None published, so use the trial carefully.

📌 笔记: Folk sells a self-serve model. You can create an account and explore the functionality without talking to a sales rep.

⚠️ Pricing conflict: Our research notes list Folk at $20 and $40 per user monthly. The table above uses our verified CSV figures of $17.5 and $35. Check the Folk pricing page before you buy.

民间的主要优势

Here is where Folk earns its place:

  • Incredibly easy to start: Folk is one of the easiest CRMs to learn. People who never used a crm get moving in an afternoon.
  • 魔法领域: This AI field type cleans and enriches contact details automatically. Less manual typing per record.
  • Gmail and Outlook sync: Folk imports contacts and email history from your 收件箱. Nothing gets rebuilt by hand.
  • Groups instead of clutter: Organize contacts into groups so outreach never drowns in data.
  • Collaborative mail merge: Send personalized bulk email while the whole team sees who touched which person.
  • 可视化销售流程: A Kanban-style board tracks deals from first reply to signature.
  • 真理来源之一: Every interaction lives in one place, which keeps relationships from slipping.
民用客户关系管理

我们的团队注意到了什么

Our writer used Folk to track partnerships and event follow-ups. Here is what stood out:

民用客户关系管理

The clip below shows the same workflow inside the app.

民间利弊

✅ 优点
  • One of the easiest CRMs on the market to use
  • Magic Fields enrich contact data with AI
  • LinkedIn Chrome extension adds people in one click
  • Works for fundraising, events, and partnerships, not just sales
❌缺点
  • 不会自动跟踪会议或电话
  • Advanced reporting views are missing
  • Importing emails and contact data can get fiddly
  • Not built for larger sales teams or complex sales processes

功能对比

These two products overlap less than the category pages suggest.

We compared ten areas where a buyer would actually have to choose between them.

特征点击上民间
起价$0 (free), $7/user/month paid每位会员每月 17.5 美元
免费计划
任务管理
联系管理
看板
甘特图
时间跟踪
人工智能助手✅ ClickUp Brain✅ 魔法领域
电子邮件自动化
Chrome 扩展程序✅ LinkedIn
API 访问
Guest Access
最适合管理复杂项目Managing relationships

1. Task Management vs Contact Management

ClickUp: Work is the unit here. You create new tasks, assign tasks to a team member, and view tasks by status, owner, or due date. Nested subtasks let one person handle complex tasks without losing the thread.

点击项目管理

民间: People are the unit here. Records hold companies, roles, and interaction details rather than deliverables. Company management sits at the centre, so you track relationships instead of tickets.

民用客户关系管理

2. Kanban Boards and Pipeline Views

ClickUp: The Kanban board is one of several views. You can flip the same data into List, Calendar, Gantt, or Timeline in two clicks. That range is why it handles multiple projects well.

ClickUp看板

民间: The Kanban-style sales pipeline is the main view, not an option. Drag a card across columns as a deal moves forward. It is simpler, and that simplicity is the point.

民用客户关系管理

3. Search and Lead Tracking

ClickUp: Enterprise Search scans tasks, docs, and connected apps from one bar. It is built to find work items, not buyers.

点击上

民间: Lead tracking is native. Search filters people by group, source, or last touch, which matters when you are generating outreach lists.

民用客户关系管理

⚠️ 警告: Folk does not log meetings or phone calls automatically. Every interaction needs manual entry, which erodes data quality on busy weeks.

4. AI Assistant Features

ClickUp: ClickUp Brain answers questions about your workspace and summarizes progress. It also tracks workloads and time spent, so managers stop chasing updates.

点击上

民间: Magic Fields point AI at the record itself. The field fills in missing company or role details for client management, which beats hand-typing.

民用客户关系管理

5. Email and Team Communication

ClickUp: Communication features point inward. Chat, comments, an AI Notetaker, and a whiteboard feature keep team communication attached to the work itself.

点击上

民间: Email funnels point outward. Collaborative mail merge sends personalized sequences to a group, and replies land back on the contact record.

民用客户关系管理

6. Automation and Reminders

ClickUp: Custom rules plus more than 100 pre-built automation templates handle repetitive steps. For example, a status change can reassign the task and push a Slack alert.

ClickUp AI 自动化构建器

民间: Automation is about follow-up. The partnership manager lets you set reminders so nobody forgets the same person twice.

民间资源管理

7. Templates and Setup Speed

ClickUp: Over 1,000 templates cover sprints, campaigns, and onboarding. The trade-off is choice paralysis, which is why new users call the setup overwhelming.

ClickUp 构建器模板

民间: Pipeline management ships with a handful of ready layouts. Fewer templates, faster start, and enough features for a small book of deals.

民间资源管理

8. Time Tracking and Workload

ClickUp: Native timers and manual logging cover billable hours against estimates. Reviewers note the timer flow is clunkier than expected, but the data lands in dashboards.

点击时间跟踪

民间: There is no time tracking. Social selling activity is logged as touches on a contact, not as hours against a project.

民间社交销售

9. Integrations and Browser Extensions

ClickUp: More than 1,000 integrations connect Slack, Google Drive, Zoom, and calendars. Most business software you already run has a hook here.

点击上

民间: The list of other tools is shorter, but the Chrome extension is the star. Grab a LinkedIn profile and add contacts without leaving the tab.

民用 LinkedIn 扩展

10. 定价与成本

Here are the plans side by side.

层级点击上民间
自由的$0❌ 无免费等级
入门级付费计划无限量:每用户每月 7 美元Standard: $17.5/member/month
中期计划企业版:每用户每月 12 美元Premium: $35/member/month
最高计划企业:定制Custom: $70/member/month

ClickUp: The free forever plan carries real weight for 小型企业. Paid tiers stay cheap per user, and the Enterprise plan adds single sign on plus stricter user permissions.

民间: Entry pricing sits above ClickUp’s Business plan. You pay for focus rather than breadth, which only pays off if contact management is the actual job.

不同场景

如果您需要……选择为什么
A zero-cost start点击上Free plan, unlimited seats
To close winning deals民间Pipeline built for outreach
To run multiple projects点击上Gantt, workload, and goals
简易联系人管理民间Learns in an afternoon
Time tracking on billables点击上Native timers and estimates
LinkedIn潜在客户开发民间一键式 Chrome 扩展程序
A single tool for everything点击上Docs, chat, and tasks together

💰 您的预算

Folk has no free tier, so the cheapest entry is $17.5 per member monthly. ClickUp’s Unlimited plan costs $7, and the free tier costs nothing at all.

🔌 您的技术栈

ClickUp connects to over 1,000 apps, which suits crowded stacks. Folk plugs into Gmail, Outlook, and LinkedIn, and that covers most outreach work.

🎯 Your Daily Job

If your day is deliverables and deadlines, project management tools win. If your day is real relationships and follow-ups, a crm wins.

🎓您的经验水平

ClickUp’s features reward people who enjoy configuring things. Folk suits anyone who has never touched customer relationship management software before.

🆓 免费试用和演示

ClickUp gives 15 days on paid tiers plus a permanent free tier. Folk gives 14 days, and its self-serve model means no demo call.

🛟 支持选项

ClickUp runs 24/7 live chat, though a bot answers first. Enterprise buyers also get live onboarding training that smaller plans skip.

切换指南

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

🔄 Switching from ClickUp to Folk?

✅ 你将获得:

  • A far shorter learning curve
  • Magic Fields that enrich contact records
  • Mail merge and a LinkedIn extension

❌ 你会失去什么:

  • The free tier and cheap paid seats
  • Time tracking, Gantt charts, and workload views
  • Docs, whiteboards, and internal chat

📋 如何切换:

  1. Export your contact list from ClickUp as CSV
  2. Start the 14-day Folk trial and connect Gmail
  3. Import data, then rebuild groups before inviting the team
🔄 Switching from Folk to ClickUp?

✅ 你将获得:

  • A free tier with no seat limit
  • Task management, goals, and dashboards
  • Automation across more than 1,000 apps

❌ 你会失去什么:

  • Purpose-built contact and pipeline records
  • Collaborative mail merge for outreach
  • The one-click LinkedIn capture flow

📋 如何切换:

  1. Export contacts and notes from Folk
  2. Create a free ClickUp workspace and add custom fields
  3. Build a pipeline List, then upgrade only if you need more

我们的评测没有涵盖的内容

This comparison focused on solo operators and small teams. We did not test HIPAA workflows, bulk seat licensing, or heavy API access builds. Enterprise custom quotes were also outside our scope. New features may have shipped since August 2026, so check both pricing pages before you commit.

最终判决

类别优胜者
💰 定价点击上
🚀 核心功能点击上
👥 联系人管理民间
⏱️ 时间跟踪点击上
👶 易用性民间
🔌 集成点击上
📧 电子邮件推广民间
🏆 总冠军点击上

🏆 优胜者:CLICKUP

ClickUp wins 4 of 7 categories.

最适合: Complex projects, marketing teams, and anyone who needs a free start

ClickUp takes the overall win, but the score hides the real story. It earns a high score because it does more, for less money, for more people. Folk never tried to compete on that ground.

Folk is excellent at one job: keeping relationships warm. If your week is fundraising, partnerships, or event follow-up, the essential features are already there and nothing else gets in the way.

ClickUp is the safer pick for most buyers. You can start free, learn the platform slowly, and only pay when the team outgrows it.

ClickUp 的更多比较

Here is how ClickUp lands against other project management software:

ClickUp 与 Asana 的对比

ClickUp 在以下方面胜出: Cheaper seats, a free tier without a seat cap, and built-in time tracking

Asana 胜出的原因: A calmer interface, faster onboarding, and steadier mobile performance

ClickUp 对比 Monday.com

ClickUp 在以下方面胜出: Better value per seat, docs and whiteboards included, and a stronger free tier

Monday.com 胜出: Cleaner visual boards, gentler setup, and slicker reporting screens

ClickUp 与 Trello 的比较

ClickUp 在以下方面胜出: Multiple views beyond boards, goals and dashboards, and deeper automation

Trello 胜出之处在于: Instant setup, near-zero training, and a lighter feel for tiny teams

ClickUp 与 概念

ClickUp 在以下方面胜出: Real workload views, native timers, and sprint reporting for delivery teams

Notion 在以下方面胜出: Writing and wiki work, page design, and a quieter learning curve

与更多民间人士相比

Folk sits in a crowded crm market. Here is where it holds up:

Folk vs HubSpot

民间获胜理由: Faster setup, a friendlier price at the entry tier, and no sales call required

HubSpot 在以下方面胜出: A free tier, deep reporting, and marketing tools Folk never attempts

民间与 管道驱动

民间获胜理由: Non-sales use cases, LinkedIn capture, and a spreadsheet-style layout newcomers grasp

Pipedrive 获胜: Call logging, forecasting, and reporting depth for quota-carrying reps

民间与 Salesforce

民间获胜理由: Same-day setup, no admin headcount, and pricing a two-person team can absorb

Salesforce 的优势在于: Custom objects, territory rules, and other features large sales orgs depend on

民间与 胶囊客户关系管理

民间获胜理由: AI enrichment, mail merge, and a more modern interface

Capsule CRM 的优势在于: A free starter tier, lower paid pricing, and simple sales reports

常见问题解答

什么是民间CRM?

It is a lightweight contact and pipeline tool for small teams. You group people, sync your inbox, and chase follow-ups without a heavy sales setup.

ClickUp 真的是免费的吗?

Yes. The Free Forever tier costs nothing and allows unlimited members. Storage is capped and custom fields are limited to 100 uses, but core work is fully usable.

How much is Folk?

Plans run $17.5, $35, and $70 per member each month. There is no free tier, though a 14-day trial lets you test everything first.

ClickUp 最适合用于什么用途?

Running projects and tasks for teams that want one workspace. It fits agencies and marketing groups juggling deadlines, docs, goals, and reporting in the same place.

Folk是一款好的客户关系管理系统吗?

For solo operators and small teams, yes. It falls short for larger sales orgs that need forecasting, call logging, and detailed analytics on every deal.

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