⚡ 快速结论：
- 定价： ClickUp paid plans start at $7/user/month, plus a free plan. Monday 客户关系管理 starts at $9/user/month on the Basic plan.
- 最适合： ClickUp suits software teams and anyone managing projects. Monday 客户关系管理 suits a sales team tracking deals.
- 主要区别： ClickUp bundles task management, docs and time tracking. Monday CRM is built around customer relationship management.
- 我们的选择： ClickUp for most users, because more of the platform’s feature set sits on the cheaper paid plans.
The cheaper tool here is also the bigger one.
ClickUp starts at $7 per user per month.
Monday CRM starts at $9 per user per month.
But price is the smallest gap between these two.
One is a wide project management platform for managing tasks.
The other is CRM software built around a sales pipeline.
概述
This full Monday CRM vs ClickUp comparison covers pricing, key features, and ease of use.
我们的 作家 spent hands-on time inside ClickUp directly.
Notes on Monday CRM come from documentation, pricing pages, and G2 reviews.
We also break down which teams each tool fits.
ClickUp是什么？
ClickUp是一款项目管理软件，可将工作内容集中在一个地方管理。
Teams plan, track, and discuss work inside the same workspace.
It centralizes tasks, docs, calendars, and team communication.
That cuts the tool switching that slows most project management platforms down.
A multi-level hierarchy runs from Workspaces down to Subtasks.
The trade-off is a steep learning curve for new users.
🏆 优胜者：ClickUp
One workspace for tasks, docs, and goals. The free forever plan allows an unlimited number of users. Paid plans add advanced features without a big jump in price.
ClickUp定价
ClickUp offers one free tier and three paid plans. Here is what each ClickUp plan costs per user.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 自由的 | $0 | 单人工作者和小型团队测试关键功能 |
| 无限 | 每用户每月 7 美元 | 小型企业 that need unlimited storage and Gantt charts |
| 商业 计划 | 每用户每月 12 美元 | Marketing teams needing advanced 报道 and user permissions |
| 企业 | 风俗 | Large firms needing single sign on and live onboarding training |
Pricing verified August 2026.
免费试用： 15 days on paid plans, so you can view tasks and test workflows before paying.
退款保证： 30 days on every paid plan.
📌 笔记： The free forever plan allows unlimited users but caps custom fields at 100 uses. Upgrades apply to your entire workspace, so every seat moves to the paid plan together.
⚠️ 警告： Rates above are the per user prices when billed annually. Monthly billing costs more, and ClickUp does not offer discounts for part-year seats.
ClickUp 的主要优势
Here is what makes ClickUp worth a look:
- One home for work: Tasks, docs, chat, and calendars sit together. Teams stop hopping between 商业 software all day.
- 深度定制： Custom fields, custom dashboards, and over 1,000 customizable templates shape the tool around your process.
- 自动化 特征： Over 100 pre-built rules handle repeat steps and save time. You can also build your own workflow automation.
- Time tracking built in: Native timers, manual logging, and time estimates track billable hours against real work.
- Goals and project progress: Measurable goals link to tasks, so strategy and daily work stay on the same page.
- 学习支持： ClickUp University, a knowledge base, and live training help new users past the first week. New features land often, and the changelog explains each one.
我们的团队注意到了什么
Our writer signed up for ClickUp and spent several days building boards, assigning work, and testing the reporting module. Here is what stood out:
ClickUp 的优点和缺点
✅ 优点
- Free forever plan allows an unlimited number of users
- Over 1,000 third party integrations including Slack, Google Drive, and Zoom
- Built-in time tracking, time estimates, and workload views
- Customizable views for List, Board, Calendar, Gantt, and Timeline
❌缺点
- The interface feels overwhelming for new users
- Reporting tools are scattered across the platform and hard to find
- 没有电话支持，在线聊天由人工智能发起。 聊天机器人
什么是Monday CRM？
Monday CRM is the sales side of the Monday work management platform.
It tracks contacts, deals, and project progress on colorful boards.
The parent app serves over 152,000 customers in more than 200 countries.
Boards behave like highly customized spreadsheets with a friendly face.
Creating boards from scratch or from templates takes just a few clicks.
Most buyers pick it for the clean interface and fast setup.
🥈 Runner Up: Monday CRM
A sales pipeline that looks like a spreadsheet and works like a board. The interface is incredibly intuitive for a sales team. Support runs on 24/7 live chat.
周一 CRM 定价
Monday CRM sells three tiers per user. Here is the current pricing structure.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 基本的 | 每用户每月 9 美元 | A 小型企业 tracking contacts and deals |
| 标准 | 每用户每月 12 美元 | Teams that need automation features and guest access |
| 专业版 | 每用户每月 19 美元 | Sales teams needing time tracking and custom dashboards |
Pricing verified August 2026.
免费试用： 14 days on paid plans, with no card required to start.
退款保证： 30 days on annual plans, handled through support.
📌 笔记： Seats are sold in blocks of three or more, so a two-person team still pays for three. Storage space rises with each tier, from 5GB on Basic upward.
⚠️ Pricing conflict flagged: Our data sheet lists only these three paid plans. The public monday.com site also shows a limited free version and an Enterprise plan on custom pricing. Prices there are quoted per seat bundle, which reads higher. We publish the figures above and suggest checking the vendor page before you buy.
Monday CRM 的主要优势
Here is where Monday CRM earns its place:
- Clean, tidy interface: The modern layout is easy to use. Teams adopt it faster than heavier management tools.
- 许多项目视图： Kanban board, Gantt chart view, timeline, and calendar all read from the same data.
- Simple automation 建筑商: Custom rules take a few steps to set up and keep repeat work moving across boards.
- Real support: Live chat runs 24/7. There is also a knowledge base with hundreds of video tutorials.
- 强的 安全 posture: The vendor applies rigorous measures to protect all the data stored on its boards.
- 学生 program: College students and educators can get free accounts with selected Pro features.
我们的团队注意到了什么
Note: We have not had extended hands-on time inside Monday CRM yet. The points above come from published documentation, the vendor pricing page, and G2 reviews. G2 reviews highlight the tidy board layout and the responsive customer support team. The same reviews flag the pricing structure as confusing.
星期一 CRM 的优缺点
✅ 优点
- Clean interface that new teams pick up quickly
- Kanban, Gantt, timeline, and calendar views on one board
- Live chat support available 24/7
- Integrations with Slack, Google Calendar, and Microsoft Teams
❌缺点
- Pricing tiers are hard to compare and have risen in recent years
- Customization options can overwhelm a first-time admin
- Time tracking is locked to the Pro tier and above
功能对比
Both tools cover the same basics. The differences show up once your team grows past a handful of people.
We compared ten key features below, then closed with cost.
| 特征 | 点击上 | 星期一客户关系管理 |
|---|---|---|
| 起价 | 每用户每月 7 美元 | 每用户每月 9 美元 |
| 免费计划 | ✅ 永久免费 | ❌ 仅限付费用户 |
| 看板 | ✅ | ✅ |
| 甘特图 | ✅ | ✅ |
| 时间跟踪 | ✅ 所有方案 | ✅ Pro and up |
| Task Dependencies | ✅ | ✅ |
| 第三方集成 | ✅ 1000+ | ✅ 50岁以上 |
| 人工智能助手 | ✅ ClickUp Brain | ✅ Monday MCP |
| 电话支持 | ❌ | ❌ |
| 最适合 | Managing projects across software teams | A sales team working deals |
1. 任务管理
ClickUp： Work nests inside Workspaces, Spaces, Folders, Lists, Tasks, and Subtasks. You can assign tasks, set a due date, and chain task dependencies across multiple projects. That depth is why ClickUp handles complex tasks better than most rivals.
星期一客户关系管理： Everything lives on boards with columns you define yourself. Managing tasks feels closer to a smart spreadsheet than a tree. Monday work management sits alongside the CRM, so one team member can run deals and delivery on the same page.
2. Kanban Board and Project Views
ClickUp： List, Board, Calendar, Gantt, and Timeline views all read from the same records. Switching between them takes one click, which suits software development sprints.
星期一客户关系管理： The kanban board is the default home for a pipeline. Cards move between stages by drag and drop, and a conversation panel keeps notes attached to each deal.
3. Gantt Charts and Project Timelines
ClickUp： Gantt charts, sprint reports, and burndown charts sit in the same area. The calendar layer pulls in Google Calendar so project timelines match real availability.
星期一客户关系管理： The Gantt chart view shows dependencies and slack on one screen. It is easier to read than ClickUp’s, though it carries fewer options underneath.
⚠️ 警告： A Gantt chart only helps if your dates are honest. Both tools will happily draw a timeline that nobody can hit.
4. Time Tracking and Resource Management
ClickUp： Native timers and manual logging run on every plan, including the free one. Time entries roll into timesheets and workload views. The catch is that the timer flow is clunky once several people share a task.
星期一客户关系管理： Time tracking arrives on Monday’s Pro plan and above. Resource management columns show who is loaded and who is free, which helps human resources planning.
5. 工作流自动化
ClickUp： Over 100 pre-built rules cover status changes, assignments, and reminders. The AI automation builder writes rules from a plain sentence, which cuts setup work.
星期一客户关系管理： The automation builder uses a fill-in-the-blank sentence format. It is simpler to grasp, but the recipe library is smaller.
6. Customizable Templates and Custom Fields
ClickUp： Over 1,000 templates cover event planning, hiring, and product launches. Custom fields are unlimited on paid plans and capped at 100 uses on the free tier.
星期一客户关系管理： Custom dashboards pull widgets from several boards at once. A research team can chart project progress without exporting to Google Sheets first.
7. 人工智能助手
ClickUp： ClickUp Brain summarizes threads, drafts updates, and answers questions about workloads. It is the more finished ai assistant of the two.
星期一客户关系管理： Monday MCP connects outside AI models to your boards through api access. It is powerful for developers and less useful for a non-technical sales team.
8. CRM Software and Sales Pipeline
ClickUp： There is no purpose-built CRM. You build one from lists and custom fields instead. Enterprise search does find all the data across docs and tasks, which softens the gap.
星期一客户关系管理： Contact management, lead scoring, and deal stages ship ready to use. This is proper customer relationship management, not a workaround.
The pipeline board itself is where most of the daily work happens.
9. Collaboration Tools and File Sharing
ClickUp： Docs, chat, a whiteboard feature, and an AI notetaker sit inside the app. Real time editing and comments keep team communication in one place. These communication features are ClickUp’s clearest lead over Monday CRM.
星期一客户关系管理： Comments, mentions, and file sharing attach to each item. Collaboration features are solid but thinner, since there is no built-in chat or whiteboard.
10. Third Party Integrations
ClickUp： Over 1,000 connections cover Slack, Google Drive, Zoom, and most of a modern tech stack. The mobile app also offers an offline mode for new tasks and reminders.
星期一客户关系管理： The integrations center links over 50 apps, including Slack, Google Calendar, and Microsoft Teams. That covers most small business needs but falls short for software teams.
11. 定价与成本
Here are the paid plans side by side.
| 层级 | 点击上 | 星期一客户关系管理 |
|---|---|---|
| 自由的 | $0 | ❌ |
| 入门级付费计划 | 无限量：每用户每月 7 美元 | Basic: $9/user/month |
| 中期计划 | 企业版：每用户每月 12 美元 | Standard: $12/user/month |
| 最高计划 | 企业：定制 | Pro: $19/user/month |
ClickUp： The unlimited plan at $7 per user is the value pick. It unlocks unlimited storage, Gantt charts, and guest access. The enterprise plan runs on custom pricing.
星期一客户关系管理： The basic plan costs $2 more per seat and holds fewer advanced features. You reach parity only on the Standard tier, where both sit at $12.
💡 Cost note: For a ten-person team, ClickUp’s entry tier saves roughly $240 a year against Monday CRM’s Basic plan.
不同场景
| 如果您需要…… | 选择 | 为什么 |
|---|---|---|
| A free tier | 点击上 | 永久免费，用户数量不限 |
| A ready sales pipeline | 星期一客户关系管理 | Deal stages ship built in |
| Time tracking on a budget | 点击上 | 所有套餐均包含 |
| Fastest setup for new users | 星期一客户关系管理 | Simpler boards, less to learn |
| A wide tech stack | 点击上 | 1,000+ integrations |
| Docs, chat, and whiteboards | 点击上 | All bundled in one app |
💰 您的预算
ClickUp’s free plan is completely free for an unlimited number of seats, and it holds enough features for a small crew. Monday CRM has no free tier, so costs start on day one.
🔌 您的技术栈
Check your must-have apps before you commit. ClickUp includes far more connections, while Monday CRM covers the popular ones well.
📝你的工作方式
Board-first thinkers usually prefer Monday CRM. People who want nested lists and dashboards get more from ClickUp.
🎓您的经验水平
Monday CRM wins the first week, because you can manage tasks within an hour of signing up. ClickUp wins the first year, once you learn where its other features live.
🆓 免费试用和演示
Run one real project through both before you decide. Import data from your current tool so the test reflects real business operations.
🛟 支持选项
Neither vendor offers phone support. Monday CRM leans on 24/7 live chat, while ClickUp pairs its knowledge base with a community forum and premium support on higher tiers.
切换指南
Already on one of these? Here is what changes if you move.
🔄 Switching from ClickUp to Monday CRM?
✅ 你将获得：
- A sales pipeline and contact records that work out of the box
- A calmer interface that new team members learn faster
- 24/7 live chat instead of a chatbot queue
❌ 你会失去什么：
- The free tier, plus unlimited storage on cheap paid plans
- 内置文档、聊天和白板
- Time tracking below the Pro tier
📋 如何切换：
- Export each List to CSV, including custom fields and the activity log
- Create your Monday CRM account and pick a pipeline template
- Import the CSV per board, then map owners and stages
🔄 Switching from Monday CRM to ClickUp?
✅ 你将获得：
- A free plan you can run before you spend anything
- Docs, goals, whiteboards, and time tracking in one place
- Far more third party integrations and deeper file storage limits
❌ 你会失去什么：
- Ready-made CRM objects like deals and lead scoring
- The tidy board layout that non-technical staff like
- Round-the-clock human chat support
📋 如何切换：
- Export each board to Excel or Google Sheets format
- Open a ClickUp workspace and build one Space per board
- Use the built-in importer, then rebuild your automations
我们的评测没有涵盖的内容
This comparison focused on small businesses and mid-sized teams. We did not test single sign on, HIPAA workflows, or custom pricing negotiations at enterprise scale. Migration of very large historic datasets also sits outside what we checked. If you manage 200 seats or run regulated data, your priorities will differ from ours.
最终判决
| 类别 | 优胜者 |
|---|---|
| 💰 定价 | 点击上 |
| 🚀 任务管理 | 点击上 |
| 📊 CRM and Sales Pipeline | 星期一客户关系管理 |
| ⏱️ 时间跟踪 | 点击上 |
| 👶 易用性 | 星期一客户关系管理 |
| 🔌 集成 | 点击上 |
| 🤝 协作工具 | 点击上 |
| 🏆 总冠军 | 点击上 |
🏆 优胜者：CLICKUP
ClickUp wins 5 of 7 categories.
最适合： managing projects across departments, software teams running sprints, and teams that want all the features on one bill.
These are two different products wearing similar colors. ClickUp is a wide work management platform. Monday CRM is a focused sales tool built on the same board engine.
Monday CRM earns a high score for clarity. If your day is deals, calls, and follow-ups, it is a great tool and the faster path to value.
For everything wider than sales, ClickUp gives you more for less money. That is why it takes our pick.
ClickUp 的更多比较
Our full ClickUp review breaks down each plan in detail. Here is how ClickUp’s features land against other work management tools:
ClickUp 与 Asana 的对比
ClickUp 在以下方面胜出： a free tier with unlimited seats, native time tracking, and cheaper mid-tier pricing per user.
Asana 胜出的原因： a calmer onboarding path, tidier notifications, and steadier performance on very large workspaces.
ClickUp 与 Trello 的比较
ClickUp 在以下方面胜出： Gantt views, reporting depth, and handling complex projects with dependencies.
Trello 胜出之处在于： a lighter free tier for solo workers, near-zero setup time, and a card model anyone grasps in minutes.
ClickUp 与 概念
ClickUp 在以下方面胜出： sprint tooling, workload views, and automation rules that fire without extra setup.
Notion 在以下方面胜出： long-form documents, wiki structure, and a quieter page design for knowledge work.
ClickUp 与 沃克
ClickUp 在以下方面胜出： entry price, breadth of built-in tools, and a friendlier mobile app.
Wrike 获胜： proofing workflows for creative files, request forms, and reporting aimed at agency billing.
周一CRM对比更多
Monday CRM also runs against dedicated crm software:
周一 CRM 胜出： board flexibility, lower entry cost per seat, and doubling as a project tool.
HubSpot 在以下方面胜出： marketing email, a genuinely free CRM tier, and richer contact enrichment.
周一 CRM 与 管道驱动
周一 CRM 胜出： custom dashboards, wider board views, and use beyond the sales team.
Pipedrive 获胜： deal-stage focus, faster call logging, and simpler forecasting for pure sales shops.
周一 CRM 与 Salesforce
周一 CRM 胜出： setup speed, predictable seat pricing, and no need for a paid consultant.
Salesforce 的优势在于： reporting depth, a huge partner network, and controls built for regulated industries.
周一 CRM 胜出： visual boards, cleaner navigation, and faster adoption among non-sales staff.
Zoho CRM 的优势在于： price at scale, a bundled office suite, and telephony that ships in the box.
常见问题解答
Monday 是 CRM 工具吗？
Yes. Monday CRM is a dedicated sales product built on the same board engine as the wider work management app. It handles contacts, deals, and pipeline stages.
ClickUp真的会永远免费吗？
Yes. The free tier has no time limit and no seat cap. Some items, such as custom field uses, are limited to 100 on that tier.
ClickUp 的价格是多少？
Free is $0. Unlimited is $7 per user per month. Business is $12 per user per month. Enterprise runs on custom pricing.
ClickUp有哪些缺点？
The interface overwhelms newcomers. Reporting tools are spread across the app. There is no phone support, and timers get awkward on shared work.
Which is better for project management, Monday CRM or ClickUp?
ClickUp, for most teams. It packs more project management tools into cheaper plans. Monday CRM is the better pick when sales is your main job.
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