⚡ 快速结论：
- 定价： ClickUp starts at $0 with paid plans from $7 per user per month. Keap costs $299/month (Annually Billed).
- 最适合： 基普 客户关系管理 suits sales and marketing automation. ClickUp suits project management and task management.
- 主要区别： Keap tracks the customer journey from new lead to payment. ClickUp tracks work across multiple projects.
- 我们的选择： ClickUp for most teams, because the free forever plan covers an unlimited number of users.
Keap and ClickUp show up on the same shortlist for one odd reason.
Both promise to replace three or four tools you already pay for.
That is where the overlap ends.
Keap is customer relationship management with sales and marketing 自动化 attached.
ClickUp is project management software built to manage tasks and deadlines.
Picking wrong means paying for the half you never touch.
概述
This Keap vs ClickUp comparison covers pricing, key features, support, and ease of use.
We read both pricing pages, the documentation, and public G2 reviews.
我们的撰稿人也亲自体验了每个平台。
这些笔记位于下面的“我们的团队注意到”部分。
Keap是什么？
Keap 是一个 客户关系管理 platform for small businesses that want automation built in.
It was formerly known as Infusionsoft and rebranded around small 商业 自动化。
The Keap app holds contacts, email marketing, invoicing and payment processing in one place.
Every contact record sits next to its sales pipeline stage and history.
Keap offers a drag and drop Campaign Builder for building campaigns visually.
Here is a closer look at how the platform works day to day.
基普
Keap runs your sales process from first web form to paid invoice. Automation, email campaigns, and a sales pipeline sit in one dashboard.
Keap定价
Keap sells one all-in-one package rather than a ladder of cheap tiers.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 基普 | 每月 299 美元（按年计费） | Small businesses running sales and marketing automation together |
| Extra user | $30 per user, per month | Adding a sales team member to the account |
| 专家指导 | 一次性支付 499 美元 | Guided setup and custom coaching at launch |
Pricing verified August 2026.
💡 Pricing conflict: Our verified figure is $299/month (Annually Billed). Keap’s public page has also listed Lite at $79, Pro at $169, and Max at $199 per month for 500 contacts. Those tiers are contact-capped, so confirm your contact list size before you buy.
免费试用： 14 days with access to all features. No long contract required to start.
退款保证： Keap does not publish a standard refund window, so cancel before renewal.
📌 笔记： Onboarding includes free migration, checklists, videos, and training webinars. Every account also gets a dedicated customer success manager.
⚠️ 警告： The monthly fee climbs once your contacts pass each threshold. Budget for that jump before you import data from an old tool.
Keap的主要优势
Here is what makes Keap CRM worth a look for a growing 商业:
- Automation that saves time: Keap says customers who automate save 10 hours per week. The same group reports a 38% lift in revenue.
- Lead management and scoring: A lead score ranks each prospect by engagement. Use it to score leads and work the hottest ones first.
- 电子邮件营销活动： Send hyper-targeted email campaigns using CRM tags and segments. Keap claims a 99.5% deliverability rate.
- 落地页生成器： Publish landing pages and a web form for lead capture. Every new lead lands straight in the contact list.
- Invoicing and payment processing: Built-in invoices and checkout forms close the loop. Repeat business is easier to chase.
- 专属业务线： Calls and texts run through a separate number. Personal and work messages stay apart.
- 2,500+ third party tools: Keap connects to 会计, forms, and checkout apps. Your tech stack stays intact.
我们的团队注意到了什么
我们的 作家 set up a Keap account and ran a small campaign through it. Here is what stood out from that hands-on time:
Keap 的优缺点
✅ 优点
- Automates nearly every stage of the sales journey
- Campaign Builder uses drag and drop tools plus ready templates
- Invoicing, checkout forms, and payment processing are built in
- Free migration and a customer success manager on every plan
❌缺点
- Pricing is steep for entry-level entrepreneurs
- Each extra user adds $30 per month
- No project management or delivery tracking after the sale
ClickUp是什么？
ClickUp is a project management platform that holds tasks, docs, and chat together.
Teams plan work, assign tasks, and set a due date in one workspace.
ClickUp includes list, board, calendar, timeline, and Gantt charts for any workflow.
A multi-level hierarchy runs from Spaces down to subtasks.
ClickUp Brain, the built-in ai assistant, tracks workloads and drafts updates.
The walkthrough below shows how the workspace fits together.
🏆 优胜者：ClickUp
ClickUp offers a free plan with unlimited users. Paid tiers add time tracking, dashboards, and heavier automation for growing teams.
ClickUp定价
ClickUp plans scale per user, so cost tracks headcount rather than contacts.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 自由的 | $0 | Solo workers and smaller teams testing the tool |
| 无限 | 每用户每月 7 美元 | Teams that need unlimited storage and guest access |
| 商业 | 每用户每月 12 美元 | Complex projects, workload views, and advanced automations |
| 企业 | 风俗 | Large orgs needing single sign on and HIPAA compliance |
Pricing verified August 2026.
免费试用： 15 days on any paid plan. The free forever tier never expires.
退款保证： 所有付费套餐均享有 30 天免费试用期。
📌 笔记： ClickUp’s free plan allows an unlimited number of users but caps custom fields at 100 uses.
⚠️ 警告： Upgrades apply to the entire workspace. You cannot put two people on a paid plan and leave the rest free.
ClickUp 的主要优势
Here is what pushes ClickUp ahead of most project management tools:
- 永久免费计划： The free tier carries unlimited users. Few project management tools match that.
- Views for every workflow: List, kanban board, calendar, timeline, and Gantt charts cover most habits. Switch without rebuilding the project.
- Time tracking and resource management: Native timers log billable hours against estimates. Workload views flag who is buried.
- Automation without code: Over 100 pre-built rules handle repetitive, automated tasks. Custom triggers cover the rest.
- Communication features in one place: Docs, chat, and a whiteboard feature support team communication. Real time editing keeps everyone on one version.
- 1,000+ third party integrations: Slack, Google Drive, and Zoom connect directly. Your existing business software keeps working.
- Dashboards and reports: Custom dashboards track KPIs and project health. Sprint reports and burndown charts serve dev teams.
我们的团队注意到了什么
Our writer built a real content workspace in ClickUp and ran it for several weeks. Here is what stood out:
ClickUp 的优点和缺点
✅ 优点
- 免费套餐支持无限数量的用户
- Over 1,000 third party integrations including Google Drive
- List, board, calendar, timeline, and Gantt views on every plan
- 15-day free trial plus a 30-day money-back guarantee
❌缺点
- The interface overwhelms new users at first
- Time tracking feels clunky next to dedicated timers
- 报告 工具散落在各处，很难找到。
- 没有电话支持，只有聊天和知识库。
功能对比
These two tools rarely win the same category. The table below shows where each one is strong, then we break down ten areas in detail.
| 特征 | 基普 | 点击上 |
|---|---|---|
| 起价 | 每月 299 美元（按年计费） | $0 free forever plan |
| 免费计划 | ❌ | ✅ |
| 客户关系管理 | ✅ | ❌ |
| Task Management & Gantt Charts | ❌ | ✅ |
| 电子邮件营销活动 | ✅ | ❌ |
| Sales Pipelines & Lead Scoring | ✅ | ❌ |
| 时间跟踪 | ❌ | ✅ |
| 发票和付款处理 | ✅ | ❌ |
| 第三方集成 | 2,500+ | 1,000+ |
| 电话支持 | ✅ | ❌ |
| 最适合 | Small businesses automating sales | 管理项目的团队 |
1. Core Function: CRM vs Project Management
Keap： The database is built around people, not projects. Each contact record carries tags, custom fields, purchase history, and a place in the sales pipeline. That structure is why Keap CRM sits beside other crm platforms rather than project management tools.
ClickUp： The database is built around work. Workspaces, Spaces, Folders, Lists, and subtasks hold complex projects without extra tools. You can manage projects and manage tasks in the same view, but there is no contact list behind them.
2. 自动化构建器
Keap： The Campaign Builder is a visual flowchart for sales campaigns and follow-up. Advanced automations run on when-then logic, so automated actions fire after a form fill or a purchase. Keap automates almost every stage of the sales journey.
ClickUp： Over 100 pre-built rules cover status changes, assignments, and reminders. Custom rules handle the rest without code. The automations move work forward, not buyers, so marketing automations are out of scope here.
3. Sales Pipelines vs Kanban Boards
Keap： Deals move through visual sales pipelines with drag and drop stages. Sales teams see deal value and next steps on one screen. Automation can trigger the moment a card changes stage.
ClickUp： The kanban board tracks tasks through stages instead of deals. Some sales teams do run a pipeline here with custom fields and statuses. It works, though you lose scoring and follow-up email built into a real CRM.
4. Email Marketing vs Team Communication
Keap： Email marketing campaigns segment by tag, purchase, or lead score. Keap claims a 99.5% deliverability rate on messages sent through the platform. Broadcast email campaigns and automated follow-up share the same editor.
ClickUp： There is no outbound email marketing here. What you get instead is internal messaging, comments, and an AI Notetaker that captures meetings. Marketing teams often run campaign planning in ClickUp and send the actual mail elsewhere.
5. Landing Pages vs Ready-Made Templates
Keap： The landing page builder ships with a drag and drop editor and hosting. You can connect multiple landing pages to one dashboard and route every web form into lead capture. That path is how most users pull in more leads and lift conversion rates.
ClickUp： No landing pages, but over 1,000 workflow templates. Forms exist for intake requests, not public lead capture. Templates cover sprints, content calendars, and client onboarding.
6. Lead Management vs Time Tracking
Keap： Lead management ranks each new lead by engagement so reps chase the warmest first. Lead scoring feeds the sales process and helps increase conversions. There is no time tracking for delivery work afterwards.
ClickUp： Native timers and manual logging track billable hours against estimates. Workload views support resource management across multiple projects. Our writer found the timers usable but fiddly compared with a dedicated tracker.
7. AI Assistants: Keap AI vs ClickUp Brain
Keap： Keap AI drafts email copy and suggests automation from plain language prompts. It sits inside the editor, so the output lands in the campaign you are already building. The focus is copy and sales automation, nothing else.
ClickUp： ClickUp Brain answers questions about your own workspace. It summarises threads, writes updates, and reports time spent on complex tasks. It reads project data, not customer data.
8. Text Messaging vs Calendar and Scheduling
Keap： A dedicated business line handles calls and texts inside the same record. Appointment booking links sit next to email, so follow-up never leaves the app. Mobile apps carry the same 收件箱.
ClickUp： The ClickUp Calendar pulls tasks and meetings into one timeline. Drag a task onto a slot and the due date updates. Mobile apps add an offline mode for capturing new tasks.
9. Reporting and Search
Keap： Pipeline management reports show deal value, stage age, and campaign performance. The numbers answer revenue questions, which is what a business strategy review needs. Reporting depth is thinner than a full analytics tool.
ClickUp： Enterprise Search looks across tasks, docs, and connected apps at once. Custom dashboards track KPIs and team capacity in real time. The catch is that reporting tools sit in several places, so new users hunt for them.
⚠️ 警告： Neither tool replaces the other. Agencies often run Keap for sales and ClickUp for delivery, then connect the two through a third party automation app.
10. 定价与成本
Cost is where the gap gets loud. One charges per contact base, the other per user.
| 计划 | 基普 | 点击上 |
|---|---|---|
| 自由的 | ❌（仅限14天免费试用） | $0 |
| 入门级付费计划 | 每月 299 美元（按年计费） | 无限量：每用户每月 7 美元 |
| 中档 | — | Business plan: $12/user/month |
| 顶级 | — | Enterprise plan: Custom |
| Extra seat | $30 per user, per month | Included in the per-seat price |
Keap： The verified price is $299/month (Annually Billed), and Expert Coaching adds $499 once. That is expensive for a solo founder and reasonable for a business already paying for a CRM, an email tool, and a checkout tool separately.
ClickUp： The unlimited plan at $7 per user and the business plan at $12 per user stay cheap until headcount grows. A five-person team on Business pays $60 a month. Every paid plan is priced per seat, so cost rises with each team member.
不同场景
| 如果您需要…… | 选择 | 为什么 |
|---|---|---|
| The lowest monthly fee | 点击上 | Free forever tier, then $7 per user |
| Email marketing and follow-up | 基普 | Campaigns, tags, and broadcasts built in |
| Task management for a team | 点击上 | Views, workloads, and time tracking |
| 发票和付款处理 | 基普 | Checkout forms and invoices included |
| A tool for one person | 点击上 | Solo workers stay on the free plan |
| 电话支持 | 基普 | Weekday phone lines for U.S. customers |
💰 您的预算
Keap asks for $299/month (Annually Billed) before you send a single email. ClickUp costs nothing to start, so cash-tight teams get an easy answer here.
🔌 您的技术栈
Keap links to more than 2,500 platforms, mostly payment, forms, and 会计 apps. ClickUp connects to over 1,000 work tools including Slack, Zoom, and Google Drive.
📈 Your Growth Goals
If growth goals depend on more leads and repeat business, Keap features map to that directly. If they depend on shipping client work faster, ClickUp fits business operations better.
🎓您的经验水平
Keap is user friendly enough that some accounts are running in about 20 minutes. ClickUp’s features are wide, and G2 reviews often call the interface overwhelming at first.
🆓 免费试用和演示
Keap gives 14 days with every feature unlocked. ClickUp gives 15 days on paid plans plus a 30-day refund window, so you can test with real work.
🛟 支持选项
Keap runs 24/7 chat, email, and weekday phone support, plus a success manager. ClickUp offers 24/7 chat and a knowledge base, but you meet a bot first.
切换指南
Already paying for one of them? Here is what changes if you move.
🔄 从 Keap 切换到 ClickUp？
✅ 你将获得：
- A far lower bill, starting at zero
- Real task management with workloads and time tracking
- Docs, whiteboards, and chat in the same workspace
❌ 你会失去什么：
- Email marketing, lead scoring, and the customer database
- Invoicing, checkout forms, and the business line
- Landing pages and hosted lead capture forms
📋 如何切换：
- Export contacts and deals from Keap as CSV files
- Pick a separate email tool for your campaigns first
- Create a ClickUp workspace and import data into a List
🔄 从 ClickUp 切换到 Keap？
✅ 你将获得：
- Sales and marketing automation in one system
- Contact history, lead scoring, and pipeline reporting
- Free migration plus a dedicated success manager
❌ 你会失去什么：
- Gantt, board, and calendar views for delivery work
- Time tracking, dashboards, and workload planning
- The free tier and per-seat pricing
📋 如何切换：
- Export your ClickUp lists and any client contact fields
- Start the 14-day Keap trial and request free migration
- Rebuild your first campaign with the success manager
我们的评测没有涵盖的内容
This comparison focused on small businesses and small teams. We did not test Keap plans at high contact volumes, and we did not 审计 ClickUp plans at the Enterprise level, where single sign on and user permissions matter most. Custom API work, HIPAA setups, and agency reseller pricing sit outside what we checked. Both vendors ship new features often, so re-check pricing pages before you commit.
最终判决
| 类别 | 优胜者 |
|---|---|
| 💰 定价 | 点击上 |
| 🆓 免费计划 | 点击上 |
| 🚀 Work and Task Management | 点击上 |
| 📊 Reporting and Dashboards | 点击上 |
| 🤖 AI助手 | 点击上 |
| 👶 易用性 | 基普 |
| 📣 营销自动化 | 基普 |
| 🎯 Customer Data and Sales | 基普 |
| 🛟 支持 | 基普 |
| 🏆 总冠军 | 点击上 |
🏆 优胜者：CLICKUP
ClickUp wins 5 out of 9 categories.
最适合： Agencies, product teams, 自由职业者, and any group that needs to view tasks and deadlines in one place.
ClickUp takes the overall win on price and range. A team can start free, keep the essential features, and pay only when headcount grows.
Keap wins the categories that decide revenue. If your bottleneck is follow-up rather than delivery, the extra spend buys back real hours.
Pick Keap if you sell to a list and need automation to save time on follow-up. Pick ClickUp if you already have customers and need to get the work done.
Keap 的比较
Here is how Keap holds up against the CRM tools buyers usually shortlist beside it:
Keap 获胜理由： Built-in invoicing, a dedicated business line, and cheaper access to full automation.
HubSpot 在以下方面胜出： A genuinely usable free tier, deeper reporting, and a much larger app marketplace.
Keap 获胜理由： Cleaner onboarding, phone support for U.S. accounts, and a calmer interface for non-marketers.
GoHighLevel 获胜方式： Agency sub-accounts, white labelling, and unlimited client workspaces on one bill.
Keap 获胜理由： Marketing automation, landing pages, and payment collection inside the same account.
管道驱动 获胜方式： Entry price, faster pipeline setup, and a lighter feel for pure sales teams.
ClickUp 的更多比较
And here is how it lands against the other project management platforms:
ClickUp 对比 Monday.com
ClickUp 在以下方面胜出： Value per seat, a free tier with unlimited users, and native docs plus whiteboards.
Monday.com 胜出： A gentler learning curve, tidier board design, and quicker setup for non-technical staff.
ClickUp 与 Asana 的对比
ClickUp 在以下方面胜出： Built-in time tracking, more view types, and cheaper mid-tier pricing.
Asana 胜出的原因： Interface polish, steadier performance at scale, and clearer permission controls.
ClickUp 与 Trello 的比较
ClickUp 在以下方面胜出： Dashboards, dependencies, and hierarchy for work that outgrows a single board.
Trello 胜出之处在于： Speed to first board, simplicity for two-person teams, and a lower cognitive load.
常见问题解答
Keap是做什么用的？
Keap is used to store customer data and automate follow-up. Small businesses run email campaigns, sales pipelines, invoices, and appointment booking from one account.
ClickUp是用来做什么的？
ClickUp is used to plan and track work. Teams assign tasks, set deadlines, log hours, and keep docs and chat beside the project.
ClickUp 真的是免费的吗？
Yes. The free tier is permanent and supports unlimited users. Limits apply to custom field uses, storage, and advanced dashboards, so heavy teams eventually upgrade.
Keap容易使用吗？
Mostly yes. Basic setup can take about 20 minutes, and every account gets a success manager. Deep automation still takes practice to build well.
那就是 最佳客户关系管理 choice here, Keap or ClickUp?
Keap, because ClickUp is not a CRM. ClickUp wins overall on price and work management, but only Keap tracks leads, campaigns, and payments properly.
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