Monday CRM 与 ClickUp：哪款更适合您在 2025 年的需求？

优胜者

4.5

• 星期一人工智能
• 集成中心
• 智能工作流程自动化
• 看板
• 甘特图
• 免费方案
• 付费计划起价 9 美元

立即尝试

亚军

3.5

• 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

选择合适的 客户关系管理 可能会觉得压力很大，对吧？

You’re juggling projects, clients, and deadlines.

Do you have time to wade through endless software options? 

Investing in a 客户关系管理 is frustrating, especially when you realize it’s missing key features or too complex to use. 

This article clearly and concisely breaks down Monday CRM vs 点击上. We’ll compare features, pricing, and who each platform best serves. 

概述

我们周一进行了测试。 客户关系管理 and ClickUp, exploring their features, interfaces, and overall usability. 

Our hands-on experience, combined with user feedback and expert reviews, informs this detailed comparison, helping you 制作 经过深思熟虑后做出的决定。

4.55分制

想要一个 客户关系管理 这是否能满足您的营销需求？看看它如何改变您的工作流程！

定价： 它提供免费套餐，高级套餐起价为每月 9 美元。

主要特点：

• 可视化工作流管理
• 协作工具
• 集成

免费试用星期一 阅读完整评论

3.55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

什么是Monday CRM？

好的，我们来聊聊星期一吧。 客户关系管理. It’s designed to be a flexible platform.

Think of it as a central hub for managing your customer relationships.

You can track leads, automate sales processes, and collaborate with your team all in one place. It’s very visual, which some people like.

此外，还可以探索我们最喜欢的 周一客户关系管理替代方案…

我们的观点

Monday CRM 对于想要一款外观精美且易于使用的客户关系管理系统的企业来说是一个不错的选择。

免费试用 Monday CRM 阅读完整评论 周一客户关系管理替代方案

主要优势

• 视觉效果出色的界面： 易于操作和理解。
• 灵活且可定制： 根据您的具体需求调整平台。
• 协作功能： 与团队无缝协作。
• 与热门应用集成： 连接您最喜爱的商务工具。

免费试用星期一

定价

• 自由的： 永久免费。
• 基本的：9美元/座位/月。
• 标准：12美元/座位/月。
• 专业版：19 美元/座位/月。
• 企业根据您的需求定制价格。

免费试用星期一

优点

• 视觉效果好，使用方便。
• 灵活且可定制的工作流程。
• 非常适合团队协作。
• 与热门应用集成。

缺点

• 对于大型团队来说，这可能会很昂贵。
• 报告功能有限。
• 功能不如某些竞争对手丰富。

免费试用星期一

ClickUp是什么？

Now, let’s shift gears to 点击上. It’s more than just a 客户关系管理.

Think of it as an all-in-one productivity platform.

It handles project management, task tracking, and CRM functions.

它的功能非常丰富，这既是优点也是缺点。

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

功能对比

This analysis evaluates Monday, a versatile Work OS and visual project management platform.

ClickUp, a vast project management software suite designed to manage the entire workspace and every complex projects.

This full comparison clarifies which business software is the better fit for sales opportunities and optimizing internal business operations using the latest 人工智能助手 工具。

1. 核心重点和平台架构

• 周一: Primarily a flexible Work OS and visual project management platforms. Its strength is real time editing and flexibility, using boards as the base for everything from task management to CRM. It appeals to marketing teams and those wanting high-level visibility over multiple projects.
• 点击上: A comprehensive project management software and productivity hub aiming to replace all the features of your tech stack. It is a single, integrated management platform designed to manage the entire workspace and every type of complex tasks.

2. 定价和获取

• 周一: Offers a restrictive basic plan and paid plan tiers that scale per user and are billed annually. While it offers a limited free plan (often time-restricted), its unlimited plan is aimed at larger teams seeking unlimited storage. They occasionally offer discounts.
• 点击上: Provides an attractive free forever plan that includes enough features for small teams and solo workers. The enterprise plan supports single sign on and includes unlimited storage for unlimited users. All tiers support guest access.

3. Project Management Tools and Views

• 周一: Excels with polished project management tools like gantt charts and robust views. It handles task dependencies effectively and is celebrated for its highly visual, modern user interface which simplifies managing projects.
• 点击上: Features deep, native project management tools including kanban boards, gantt charts, and its proprietary whiteboard feature. Its functionality is vast, leading to the clickup brain concept, where users view tasks using many different customizable layouts.

4.沟通与协作

• 周一: Promotes team communication directly on boards and tasks. It supports file sharing (often limited by storage space on the basic plan), making real time editing collaborative. The business software uses integrations like google drive.
• 点击上: Offers integrated chat, comments, and in-app email to facilitate team communication. Features like real time editing on docs, and a proprietary Docs tool, ensure easy collaboration across the entire workspace. They also offer clickup university and knowledge base.

5. Task Management and Assignment

• 周一: Allows simple and efficient task management through status changes and easily lets a team member assign tasks with a clear due date. It’s intuitive and designed to handle multiple projects in a streamlined manner.
• 点击上: Offers extremely granular task management. Users can assign tasks to unlimited number of people, nest sub-tasks deeply, and manage every step of the business process using custom statuses. It includes essential features like a clear due date.

6. Workflow Automation and AI

• 周一: Provides native workflow 自动化 accessible in just a few clicks. The platform allows users to build powerful, rules-based automation to save time across various departments, which is essential for business operations.
• 点击上: Features strong, accessible workflow automation and leverages its ai assistant across many features, helping teams save time by writing summaries, setting goals, and integrating the ai assistant into daily task management.

7. 定制化和企业功能

• 周一: Highly flexible with customizable fields, status labels, and its Automations Center. The enterprise plan provides advanced controls, security, and dedicated support, though advanced features are limited per user.
• 点击上: Offers exceptional customization with custom fields, templates, and user permissions. The enterprise plan supports features like single sign on, api access, and import data, ensuring it fits any business plan or tech stack.

8. 生态系统与整合

• 周一: Provides a marketplace of integrations to connect its Work OS to other tools like google drive and Slack. Its focus is less on new features and more on core stability across its robust integrations.
• 点击上: Boasts thousands of integrations and constantly rolls out new features. It includes integrations with tools like google drive and other features that expand its core offerings, making the full comparison of its features extensive.

9. Support and Onboarding

• 周一: Offers good customer support through its platform and features comprehensive knowledge base articles. For the enterprise plan, users receive more dedicated live training and phone support.
• 点击上: Provides extensive clickup university resources, knowledge base articles, and live onboarding training. Access to dedicated phone support is generally reserved for higher paid plans, but it offers strong community support.

选择CRM软件时应该注意哪些方面？

以下是选择 CRM 软件时需要考虑的一些其他因素。 小型企业:

• 易用性： 您的团队是否能够轻松上手使用客户关系管理、工作管理和项目管理工具的界面？笨拙的系统会降低工作效率。
• 可扩展性： CRM系统能否随着业务发展而扩展？ 时间跟踪 数据量？选择一个能够处理不断增长的数据量和用户数量的平台。
• 移动访问： 是否有功能强大的移动应用程序来处理所有数据？许多企业需要随时随地访问其客户关系管理系统 (CRM)。
• 客户支持： 是否有充足的支持？寻找响应迅速且乐于助人的客户服务。
• 行业特定功能： 该CRM系统的基础套餐是否提供针对您所在行业的定制功能？有些CRM系统专注于特定的细分市场。
• 预算： 权衡功能与成本。不要在用不到的功能上过度消费。要同时考虑前期成本和后续费用。
• 安全： CRM供应商在项目进行过程中是否具备强大的安全保障？保护客户数据至关重要。
• 集成： 它是否能与您使用的其他重要业务工具集成，例如谷歌日历、电话系统或发票系统？数据无缝流动至关重要。

最终判决

So, which one wins? It depends.

If your main focus is managing customer relationships and sales, Monday CRM is likely the better choice.

Its visual interface and substantial customization make it great for CRM tasks.

However, if you need a genuinely all-in-one platform for project management 和 客户关系管理。

ClickUp is worth considering. It has more features and is generally more affordable.

We’ve used both extensively, and this breakdown reflects our real-world experience. Ultimately.

The best CRM is the one that fits 你的 specific needs and workflow.

Consider what’s most important for your business and choose accordingly.

免费试用星期一 阅读完整评论 星期一的其他选择

免费试用ClickUp 阅读完整评论 ClickUp 的替代方案

周一CRM的更多内容

更多ClickUp的内容

常见问题解答