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Monday CRM vs Agile CRM: Which is Best For You in 2026

| Last updated Aug 6, 2026

优胜者
周一
4.2
  • 看板视图、甘特图和日历视图
  • Contact & Sales Pipeline Tools
  • 工作流自动化 建造者
  • 自定义仪表盘
  • 50多个应用程序集成
  • 全天候在线聊天支持
  • 套餐价格从每用户每月 9 美元起
亚军
敏捷CRM
2.8
  • 免费套餐最多可供 10 位用户使用
  • 市场营销与销售 自动化
  • Built-in Helpdesk Ticketing
  • Email A/B Testing Built In
  • 销售游戏化徽章
  • Built-in Telephony for Calls
  • Paid Plans from $8.99

⚡ 快速结论:

  • 定价: 周一 客户关系管理 starts at $9/user/month. Agile CRM starts at $8.99 and keeps a free plan.
  • 最适合: Monday CRM for managing projects and deals together. Agile CRM for marketing automation on a budget.
  • 主要区别: Monday CRM adds work management tools like Gantt charts. Agile CRM adds email marketing and a helpdesk.
  • 我们的选择: Monday CRM, rated 4.2 against 2.8 for Agile CRM in our software database.
Monday CRM vs Agile CRM Comparison

Two CRM tools. Two completely different starting points.

Monday CRM grew out of project management software.

Agile CRM grew out of marketing automation for small businesses.

That history shapes everything about how each one works.

Here is how they compare on price, features, and support.

概述

This Monday CRM vs Agile CRM comparison covers pricing, key features, and ease of use.

我们的 作家 spent hands-on time with Agile CRM directly.

Notes on Monday CRM come from documentation, the knowledge base, and public reviews.

Every price below matches our verified figures for each platform.

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

什么是Monday CRM?

Monday CRM is a customer relationship management tool built on the Monday.com work platform.

It turns flexible boards into sales pipelines your sales team can actually read.

The same engine powers project management for teams outside sales.

You get contact management, workflow automation, and custom dashboards in one place.

Monday.com serves over 152,000 customers across more than 200 countries.

星期一首页

Here is a walkthrough of the platform’s feature set in action.

周一CRM评测:最佳CRM和项目管理应用?

🏆 优胜者:Monday CRM

⭐ 4.2/5 | 💰 每月每用户 9 美元起

Sales pipelines and work management tools in one platform. Kanban, Gantt, and calendar views come standard. Best for teams managing deals and projects side by side.

周一 CRM 定价

Here is what Monday CRM costs. All paid plans are billed per user.

计划价格最适合
基本的每用户每月 9 美元小型企业 teams starting with contact management
标准每用户每月 12 美元Teams that need guest access and automation features
专业版每用户每月 19 美元Sales teams wanting time tracking and advanced 报道

Pricing verified August 2026.

周一定价

免费试用: Yes. You can test paid features before billing starts, and no card is needed to open an account.

退款保证: No blanket refund promise is advertised. Annual payment carries a discount over monthly billing.

📌 笔记: Monday.com also publishes a limited free version capped at two team members and three boards. An enterprise plan with custom pricing sits above the tiers listed here.

⚠️ 警告: Some published figures quote Monday.com as monthly totals for three seats, such as $36 for the basic plan. Our table uses the verified per user prices above. Prices have also risen over the last few years, and the pricing structure confuses plenty of buyers.

Monday CRM 的主要优势

Here is what makes Monday CRM worth a look:

  • 多个项目视图: Kanban board, Gantt chart view, timeline, and calendar layouts. Switching between them takes just a few clicks.
  • 工作流程自动化: A straightforward automation builder creates custom rules without code. Recurring processes run on their own.
  • 自定义仪表盘: Pull all the data from several boards into one visual summary. Managers see project progress at a glance.
  • 第三方集成: Connects with over 50 apps, including Slack, Google Calendar, and Microsoft Teams.
  • 协作工具: Comment on tasks, handle file sharing, and discuss work inside the conversation panel. Everyone stays on the same page.
  • 学习资源: A knowledge base with hundreds of video tutorials backs up the 24/7 live chat support.
  • 移动访问: A mobile app keeps managing tasks possible away from your desk. Rigorous 安全 measures protect account data.
星期一 最佳福利

我们的团队注意到了什么

Our writers have not logged extended hands-on time inside Monday CRM yet.

Note: The points above come from Monday.com documentation, the official knowledge base, and public user reviews. G2 reviews frequently praise the clean interface and the speed of creating boards from scratch.

星期一 CRM 的优缺点

✅ 优点
  • Kanban, Gantt, timeline, and calendar views in one tool
  • Straightforward automation builder that new users can learn quickly
  • Custom dashboards pull project progress from several boards
  • Integrates with over 50 apps including Slack and Google Calendar
  • 24/7 live chat support plus hundreds of video tutorials
❌缺点
  • Pricing structure is complex and hard to compare
  • Free version allows only two team members and three boards
  • Extensive customization options can overwhelm new users
  • Time tracking is locked behind Monday’s Pro plan

什么是敏捷CRM?

Agile CRM is an all in one CRM for sales, marketing, and customer service.

It targets small and medium businesses that want one system instead of three.

The company has run the product since 2013, with offices in 印度 还有菲律宾。

Over 15,000 customers use the cloud based platform, and G2 Crowd has named it a leader.

Agile CRM offers a free plan for up to 10 users.

敏捷CRM主页

This walkthrough shows how the sales and marketing side fits together.

敏捷CRM真实评测 - 使用前请观看

亚军:敏捷CRM

⭐ 2.8/5 | 💰 Free plan, paid from $8.99

Sales, marketing, and helpdesk tools bundled at a low price. The free plan covers up to 10 users. Best for small teams that need email marketing inside their CRM.

敏捷CRM定价

Agile CRM keeps four tiers. Paid pricing is charged per user each month.

计划价格最适合
自由的自由的Up to 10 users testing contact management
起动机$8.99Small businesses adding email marketing
常规的$29.99Growing marketing teams needing automation
企业$47.99Larger sales teams wanting advanced reporting

Pricing verified August 2026.

敏捷CRM定价

免费试用: The free version acts as the trial. It covers 10 users with no setup fee and no card required.

退款保证: No public refund window is advertised. Start on the free tier before you commit money to a longer term.

📌 笔记: Entry level paid pricing typically lands between $8.99 and $9.99 per user per month in 2026. The starter plan already bundles contact management, deals, and email campaigns, which is why the price point draws small businesses.

⚠️ 警告: Recent user reviews describe email delivery rates falling sharply and bug fixes taking up to two weeks. Some customers say the system went unusable for them. Check billing terms and test the free plan before paying for a year.

敏捷CRM的主要优势

Here is where Agile CRM earns its place:

  • One interface for three jobs: Sales, marketing, and service share the same customer data. That cuts the silos between departments.
  • 营销自动化: A drag and drop builder creates campaigns, landing pages, and follow-up sequences.
  • 销售赋能: A visual sales pipeline tracks deals, lead scoring, and sales forecasting for the whole sales process.
  • Web engagement tracking: Tools gauge web engagement and trigger automated email marketing based on behaviour.
  • Helpdesk built in: Automated ticketing handles customer queries without a separate service tool.
  • Telephony and scheduling: Built-in calling sits beside booking links that sync with Google Calendar or Outlook.
  • 销售游戏化: Leaderboards and badges create friendly competition between each team member.
敏捷CRM的主要优势

我们的团队注意到了什么

Our writer signed up for Agile CRM and worked through setup, contacts, and campaigns. Here is what stood out from that hands-on time:

敏捷CRM个人经验

The same session is captured on video below.

敏捷CRM真实评测 - 使用前请观看

敏捷CRM的优缺点

✅ 优点
  • Free plan covers up to 10 users with fast setup
  • Drag and drop builder for campaigns and landing pages
  • Email marketing, helpdesk, and sales tools under one login
  • Built-in telephony and gamification for the sales team
❌缺点
  • Reporting tools are poorly configured and hard to read
  • Users report email delivery rates dropping without a fix
  • Custom fields and data mapping fall short for larger businesses
  • Support answers vary, and bug fixes can take two weeks
  • Email template building tool is inflexible

功能对比

Ready for a closer look at Monday CRM vs Agile CRM? We compare ten key features, then finish with cost.

特征星期一客户关系管理敏捷CRM
起价每用户每月 9 美元每用户每月 8.99 美元
免费计划✅(2个座位)✅ (10 users)
看板和甘特图
营销自动化
内置帮助台
工作流自动化
自定义仪表盘有限的
时间跟踪✅(专业版)
第三方集成50+ 个应用程序Email, social, telephony
最适合Managing projects and dealsBudget marketing automation

1. 联系人管理

星期一客户关系管理: Contacts live on boards you shape yourself. You define columns, add custom fields, and group records however your sales process works. Every change lands in the activity log.

星期一联络管理

敏捷CRM: Contact management gives a 360-degree view of each customer. Calls, emails, and web activity attach to the record automatically. The layout is fixed rather than board-based.

敏捷CRM联系人管理

2. Sales Pipeline and Deal Tracking

星期一客户关系管理: Pipelines are boards with stages as columns. Drag a deal forward and automations fire behind it. Task dependencies let you link follow-up work to a deal stage.

敏捷CRM: Deals move through a visual sales pipeline with milestones and deal values. Sales forecasting is built in. There is less freedom to redesign the view.

敏捷CRM交易管理

3. 销售自动化

星期一客户关系管理: The automation builder reads like plain English. Pick a trigger, pick an action, done. Assignments, reminders, and status changes run without anyone touching them.

星期一自动化

Higher tiers unlock deeper rules for repeatable workflows.

周一智能工作流程自动化

敏捷CRM: Sales automation covers follow-ups, lead scoring, and data entry. The drag and drop editor builds multi-step sequences. Automation features reach further into marketing than Monday CRM does.

销售自动化

4. Work Management and Company Records

星期一客户关系管理: This is the real separator. The same account runs work management for human resources, event planning, and software development. One tool covers deals and projects.

星期一工作管理

敏捷CRM: Companies get their own records linked to contacts and deals. Project tracking exists, but it stays basic next to real project management platforms.

敏捷CRM管理公司

5. Kanban Board, Gantt Charts and Project Timelines

星期一客户关系管理: A kanban board, Gantt chart view, timeline, and calendar all read from the same records. Project timelines update as work moves.

星期一看板

The Gantt view is where dependencies and deadlines become obvious.

星期一甘特图

敏捷CRM: No kanban board or Gantt charts here. Work shows up as task lists and calendar entries. Teams that plan by timeline will feel the gap.

⚠️ 警告: If Gantt charts are a hard requirement, this single row decides the comparison for you.

6. Custom Dashboards and Advanced Reporting

星期一客户关系管理: Custom dashboards pull widgets from several boards into one screen. Managers watch project progress and deal value together. Advanced reporting widgets arrive on higher tiers.

星期一仪表盘自定义

敏捷CRM: Reports and analytics cover campaign results, call activity, and revenue generated. Reviewers call the reporting tools awkward and poorly configured, which is a fair warning.

敏捷CRM报告与分析

7. Resource Management and File Sharing

星期一客户关系管理: Workload views show who is buried and who is free. File sharing sits on each item, and storage space grows with the plan you pick.

星期一资源管理

敏捷CRM: Attachments live on contact and deal records. There is no workload or capacity view, so resourcing decisions happen outside the CRM software.

8. Email Marketing and Customer Engagement

星期一客户关系管理: Email sync and templates cover one-to-one selling. Full campaign sending is not the job this tool was built for.

敏捷CRM: Marketing teams get campaigns, A/B testing, personalisation, and landing pages. Multi-channel reach spans email, social, and mobile.

小型企业营销自动化

Engagement scoring then feeds those campaigns back into the sales pipeline.

敏捷CRM:吸引网站访客的网络规则

9. Customer Support and Helpdesk Tools

星期一客户关系管理: There is no ticketing desk inside the product. For its own users, though, customer support runs 24/7 on live chat, backed by a community forum and video tutorials. Premium support sits on the top tier.

敏捷CRM: A helpdesk with automated ticketing handles customer queries in house. Its own support record is mixed, with reviewers reporting different answers from different agents.

敏捷CRM工作流程有助于管理您的客户支持

10. Third Party Integrations

星期一客户关系管理: Over 50 third party integrations cover Slack, Microsoft Teams, Google Calendar, and Google Sheets. The integrations centre installs most of them in a couple of steps.

星期一整合中心

A newer connector also opens board data to 人工智能助手.

星期一 MCP

敏捷CRM: Integration with third-party software covers mail, telephony, and social channels. Leads can book meetings straight onto your calendar, syncing with Google Calendar or Outlook.

敏捷 CRM 在线日历

11. 定价与成本

Here are the paid plans side by side.

层级星期一客户关系管理敏捷CRM
自由的免费版功能有限Free (10 users)
入口Basic: $9/user/monthStarter: $8.99
Standard: $12/user/monthRegular: $29.99
顶部Pro: $19/user/monthEnterprise: $47.99

星期一客户关系管理: The ladder climbs gently, from $9 to $19 per user. Monday’s Pro plan adds time tracking and deeper dashboards. Watch the seat minimums, because they shape the real bill.

敏捷CRM: The starter tier undercuts everyone at $8.99, and the free plan holds 10 seats. The jump to $29.99 is steep, so the middle tier is where the great price argument fades.

💡 专业提示: Neither vendor charges a setup fee. Run both free tiers on one real project before you pay for anything.

不同场景

如果您需要……选择为什么
A free tool for 10 people敏捷CRMFree plan holds 10 users
Gantt charts and timelines星期一客户关系管理Agile CRM has neither
Email campaigns inside the CRM敏捷CRM内置营销自动化
Projects and deals in one place星期一客户关系管理Full work management included
A helpdesk for customer queries敏捷CRMTicketing comes standard
Dependable support星期一客户关系管理24/7 live chat, 4.2 rating

💰 您的预算

Agile CRM wins at the very bottom, with a free tier for 10 seats and a starter plan at $8.99. Its enterprise plan at $47.99 costs more than double Monday CRM’s top listed tier.

🔌 您的技术栈

Monday CRM plugs into more than 50 apps, Google Sheets and Slack included. Agile CRM keeps the sales marketing handoff inside one login and tracks visitors on your website.

📝 Your Way of Working

Pick Monday CRM if task management and deal tracking happen in the same week. Pick Agile CRM if your sales process is linear and fed mostly by email marketing.

👥 Your Team Type

Software teams, a research team, or a marketing group can all reuse Monday CRM boards. Agile CRM stays pointed at sales and marketing work only.

🎓您的经验水平

Deep customization gives Monday CRM a steep learning curve at first. Reviewers still describe the interface as incredibly intuitive once boards click, and customizable templates shorten setup.

🆓 免费试用和演示

Both tools let you start without paying. Load real records, invite one team member, and test the advanced features you actually plan to use.

🛟 支持选项

Monday CRM answers on live chat around the clock, with a community forum and video tutorials behind it. Agile CRM support draws mixed reports, which matters if your employees need fast fixes.

切换指南

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

🔄 Switching from Monday CRM to Agile CRM?

✅ 你将获得:

  • A free tier that covers 10 people instead of two
  • Email campaigns, landing pages, and lead scoring in the same tool
  • A helpdesk and built-in calling for customer queries

❌ 你会失去什么:

  • Kanban, Gantt, and calendar views of project timelines
  • Board collaboration features and generous file storage
  • Custom dashboards that combine several boards

📋 如何切换:

  1. Export boards and contacts from Monday CRM as CSV files
  2. Open the free Agile CRM account and map your custom fields
  3. Import contacts and deals, then rebuild automations by hand
🔄 Switching from Agile CRM to Monday CRM?

✅ 你将获得:

  • Real project management alongside your sales pipeline
  • Custom dashboards, workload views, and reliable reporting
  • 24/7 live chat support and a much larger knowledge base

❌ 你会失去什么:

  • Built-in email marketing and landing page building
  • The helpdesk ticketing queue and telephony
  • A free plan large enough for 10 people

📋 如何切换:

  1. Export contacts, companies, and deals from Agile CRM
  2. Start a Monday CRM trial and pick a pipeline template
  3. Import your CSV files, then connect Gmail and Google Calendar

我们的评测没有涵盖的内容

This comparison looked at 小型企业 and mid-market use. We did not test in person onboarding, custom API builds, or how either tool behaves with tens of thousands of contacts. Enterprise contracts and volume discounts sit outside our figures. If you run a large support desk, your priorities will differ from the ones weighed here.

最终判决

类别优胜者
💰 定价敏捷CRM
🚀 核心 CRM 功能星期一客户关系管理
📊 Reporting and Dashboards星期一客户关系管理
📧 电子邮件营销敏捷CRM
👶 易用性星期一客户关系管理
🔌 集成星期一客户关系管理
🛟 客户支持星期一客户关系管理
🏆 总冠军星期一客户关系管理

🏆 优胜者:MONDAY CRM

Monday CRM wins 5 of 7 categories.

最适合: managing projects and pipelines together, teams that need Gantt charts, and buyers who want support that answers.

These two products chase different buyers. Monday CRM sells flexibility, and its standout features are the views, dashboards, and automations borrowed from work management.

Agile CRM sells breadth at a low price. Marketing automation, a helpdesk, and telephony for under ten dollars a seat is a real offer, and no rival matches it that cheaply.

The catch is reliability. Reported deliverability problems and slow fixes are why its rating sits at 2.8 against 4.2 for Monday CRM.

No tool here has all the features every team wants. If you need email campaigns on a tiny budget, Agile CRM earns the test. For everyone else, Monday CRM is the safer buy.

周一CRM对比更多

Here is how Monday CRM lands against other project management platforms and CRM rivals:

6 monday.com 的替代方案:最适合项目管理

周一 CRM 与 HubSpot 对比

周一 CRM 胜出: board-level customization, Gantt and timeline views, lower cost at the entry tier

HubSpot 在以下方面胜出: unlimited free seats, far deeper email marketing, a bigger reporting library

周一 CRM 与 管道驱动

周一 CRM 胜出: work beyond sales, seven ways to view the same records, dashboard building

Pipedrive 获胜: tighter sales-only focus, faster pipeline setup, sharper activity reminders

周一 CRM 与 点击上

周一 CRM 胜出: a tidier interface, a simpler automation builder, quicker support replies

ClickUp 在以下方面胜出: cheaper paid tiers, built-in docs and whiteboards, deeper task hierarchy

周一 CRM 与 Salesforce

周一 CRM 胜出: setup you finish in a day, cost per seat, no admin needed to change fields

Salesforce 的优势在于: enterprise depth, a huge app marketplace, mature forecasting and territory tools

敏捷CRM的优势更多

Agile CRM competes with a crowded field of sales and marketing tools:

满足您需求的最佳CRM工具

敏捷CRM对比HubSpot

敏捷CRM的优势在于: a much lower paid price, telephony included, everything bundled at the starter tier

HubSpot 在以下方面胜出: stronger email delivery, cleaner analytics, a far larger integration list

敏捷CRM与 ActiveCampaign

敏捷CRM的优势在于: a bundled helpdesk, sales gamification, a free tier for 10 seats

ActiveCampaign 在以下方面胜出: deliverability rates, automation depth, a flexible email template editor

敏捷CRM对比Keap

敏捷CRM的优势在于: entry price, no mandatory onboarding cost, a usable free plan

Keap 获胜理由: invoicing and payments, guided onboarding, steadier day-to-day reliability

Agile CRM 与 Freshsales CRM 的比较

敏捷CRM的优势在于: broader marketing tools, cheaper paid seats, more free users

Freshsales CRM 的优势在于: AI lead scoring, a stronger mobile app, more consistent support

常见问题解答

Monday 是一个客户关系管理 (CRM) 平台吗?

Yes. Monday CRM is a full customer relationship management product built on Monday.com boards. It handles contacts, pipelines, and automations, plus the project work most rivals leave out.

Monday.com 可以免费使用吗?

There is a free version, but it caps you at two team members and three boards. Paid plans begin at $9 per user each month.

Agile CRM 真的免费吗?

Yes, for up to 10 users. That tier covers contacts, deals, and basic campaigns. Paid plans start at $8.99 and add automation, reporting, and integrations.

CRM系统通常需要多少钱?

Entry level CRM software usually runs $9 to $30 per seat monthly. Agile CRM starts at $8.99 and Monday CRM at $9, so both sit at the cheap end.

排名第一的CRM平台是什么?

Salesforce holds the biggest market share worldwide. Among small businesses, Monday CRM and HubSpot get picked far more often, because setup is faster and the cost is lower.

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