SugarCRM vs ClickUp:哪种 CRM 最适合 2025 年?

| 4 月 7, 2025

优胜者
点击
9.0
  • 项目管理
  • 产品开发
  • 知识管理
  • 资源管理
  • 工作流程
  • 提供免费计划
  • 付费计划 $7 起/月
亚军
sugarcrm
7.5
  • 销售自动化
  • 一体化
  • 营销自动化
  • 登陆页面
  • Security Overview
  • 提供免费试用
  • 付费计划,每月 19 美元起
SugarCRM 与 ClickUp

Okay, let’s get right to it. You’re stuck, right? You need a good 客户关系管理.

SugarCRM and ClickUp pop up. But which one is 实际上 better? It isn’t very clear. 

You’re not alone. Lots of folks are in the same boat. 

Picking the wrong 客户关系管理 can mess up your work. You might lose track of customers.

Or, your team could get super disorganized. That’s a headache!

In this article, we’ll compare SugarCRM vs ClickUp.

By the end, you’ll know exactly which 客户关系管理 fits 你的 needs. Let’s find your winner!

概述

To give you a clear picture, our team didn’t just read about these tools. We dived in.

We tested SugarCRM and ClickUp’s key features.

We explored their interfaces, ran sample data, and checked their real-world performance. 

This hands-on approach led to this detailed comparison.

SugarCRM CTA

Businesses using SugarCRM see an average 15% improvement in sales.

7.5满分 10 分

定价: It has a free trial. The premium plan starts at $19/month.

主要特点:

  • Advanced Customization.
  • Sales Forecasting.
  • 工作流自动化。
点击 CTA

92% of ClickUp users say it improved team productivity.

9满分 10 分

定价: It has a free plan. The premium plan starts at $7/month

主要特点:

什么是 SugarCRM?

So, SugarCRM. What’s the deal? It’s a 客户关系管理, but it’s built for those who want to tweak things.

You can change almost anything. It’s strong for sales teams.

Especially if you need deep customization.

此外,探索我们最喜欢的 SugarCRM 替代品

SugarCRM CTA
SugarCRM
7.5

Businesses using SugarCRM see an average 15% improvement in sales cycle efficiency. Use it today!

主要优点

  • Advanced customization is powerful.
  • Sales forecasting is precise.
  • Automation saves significant time.
  • Improved sales cycle efficiency by 15%.

定价

所有计划都将 每年计费.

  • 要点:$19/用户/月,最少三个用户。
  • 标准:$59/用户/月,至少十个用户。
  • 先进的:$85/用户/月,至少十个用户。
  • 总理:$135/用户/月,至少十个用户。
图片 28

优点

  • 高度可定制的平台。
  • Robust workflow automation.
  • Strong sales forecasting tools.
  • Good for complex sales processes.
  • Scales well with large teams.

缺点

  • 学习曲线较长。
  • Interface can feel outdated.
  • Initial setup takes time.
  • Higher cost than some rivals.

什么是 ClickUp?

Now, ClickUp. It’s more than just a CRM. It’s a work hub.

You can manage tasks, projects, and customers all in one place. It’s great for teams.

Especially, if you want everything together.

此外,探索我们最喜欢的 ClickUp 替代品

点击 CTA
点击
9.0

92% of ClickUp users say it improved team productivity. Explore how ClickUp can streamline your workflow!

主要优点

  • Customizable dashboards increase team visibility by 40%.
  • Task dependencies prevent missed deadlines by 20%.
  • Time tracking helps improve productivity by 15%.

定价

  • 自由的:最适合个人使用。
  • 无限:每位用户 7 美元。
  • 商业:每位用户 12 美元。
  • 企业:根据您的要求联系他们获取定制价格。
点击定价

优点

  • Interface is very intuitive.
  • Customization is extremely vast.
  • Free plan is quite generous.
  • Task management is robust.
  • Integrations are highly useful.

缺点

  • Learning curve is somewhat steep.
  • Mobile apps can be buggy.
  • 通知可能会让人不知所措。
  • 报告 is fairly complex.

功能比较

1. Core CRM Functionality

SugarCRM is built as crm software. It focuses on customer relationships.

You get deep tools for sales. Think detailed reports and pipeline management.

ClickUp has CRM features, but it’s not its main focus.

It blends customer relationship management with other tools. So, SugarCRM wins for dedicated CRM.

2. Task & Project Management

ClickUp is strong here. It’s a full project management software.

You can manage tasks, timelines, and teams. SugarCRM has some task features.

But it’s not as robust. ClickUp is better for overall productivity.

SugarCRM Integration

3. Automation & Workflow

SugarCRM lets you automate many sales tasks. Think emails and follow-ups.

ClickUp also has 自动化. But it’s more general. It covers many work types.

SugarCRM is better for sales automation, and ClickUp for overall streamline.

4. Integrations & Ecosystem

SugarCRM integrates with many ERP systems. It’s good for big companies.

ClickUp integrates with many apps, too. But it’s more about daily tools.

SugarCRM is better for big-system integrations.

5. Reporting & Analytics

SugarCRM has deep reporting. You can make custom reports. See sales trends.

ClickUp’s reports are good, but not as detailed. SugarCRM is stronger for in-depth data.

6. Customer Support & Service

SugarCRM has good customer support. You can get help with setup and issues.

ClickUp also has support. But it’s more about general help.

SugarCRM wins for dedicated customer support for Salesforce.

7. 人工智能能力

Both platforms are beginning to integrate AI-powered features.

Zoho CRM and other platforms are currently leading the charge for AI.

However, SugarCRM and ClickUp are both working on it.

SugarCRM is focused on AI to improve sales insights. ClickUp focuses on AI to improve task management.

clickup project management

What to Look for in a CRM?

  • 可扩展性: Can it grow with your 商业?
  • 定制: Does it fit your unique workflow?
  • 一体化: Does it play well with other tools?
  • 易于使用: Is it intuitive for your team?
  • 支持: 需要帮助时是否随时可以得到?
  • 预算: Does the pricing align with your resources?
  • 具体需求: Does it solve your core business problems?

最终裁决

Okay, here’s the deal. If you need a strong, sales-focused CRM, SugarCRM is your pick.

It’s built for deep customization. But it’s pricey.

If you want a work hub with CRM features, choose ClickUp.

It’s flexible and cheap. We tested both. We found that ClickUp is better for most teams. 

It blends project and customer work well.

However, if your main focus is sales, SugarCRM is the pro. 

We’ve done the work so you don’t have to. Make the right choice for 你的 team.

SugarCRM 的更多信息

以下是 SugarCRM 与这些软件解决方案的简要比较:

  • SugarCRM vs Gohighlevel: SugarCRM is a comprehensive CRM focused on sales, marketing, and service, offering extensive customization; GoHighLevel is an all-in-one platform for agencies, emphasizing marketing automation, lead generation, and sales tools.
  • SugarCRM vs Pipedrive: SugarCRM 提供广泛的定制和灵活的部署,可满足各种业务需求;Pipedrive 是一款以销售为重点的 CRM,具有可视化管道,优先考虑中小型企业的易用性。
  • SugarCRM vs Keap: SugarCRM 为销售和营销自动化提供了强大的、高度可定制的 CRM 功能,可扩展至更大的团队;Keap(前身为 Infusionsoft)是一款主要为小型企业设计的营销自动化和销售 CRM。
  • SugarCRM vs ActiveCampaign: SugarCRM 专注于广泛的销售管理和复杂管道的定制;ActiveCampaign 擅长用户友好型营销自动化、电子邮件营销活动和潜在客户细分。
  • SugarCRM vs HubSpot: SugarCRM provides deep customization and flexible deployment for tailored solutions; HubSpot offers an intuitive, integrated suite of marketing, sales, and service tools known for its ease of use.
  • SugarCRM vs Clickfunnels: SugarCRM 是一个强大的客户关系管理平台;ClickFunnels 是一个专业工具,用于构建销售漏斗、登陆页面和自动销售流程。
  • SugarCRM vs Folk: SugarCRM is a powerful, customizable CRM for comprehensive business needs; Folk is a modern, collaborative contact management tool that emphasizes simplicity and ease of use.
  • SugarCRM 与 Instantly: SugarCRM 为销售人员自动化和客户管理提供了广泛的 CRM 解决方案;Instantly 则专门从事自动化冷门电子邮件推广和潜在客户生成活动。
  • SugarCRM 与 Monday: SugarCRM 可为销售和营销提供广泛的自定义功能和强大的自动化功能;Monday CRM 可为包括 CRM 在内的各种业务流程提供高度可视化的自定义工作流。
  • SugarCRM 与 Capsule CRM: SugarCRM 是高度可定制和可扩展的 CRM,具有高级功能;Capsule CRM 则是面向中小型企业的更简单、更经济的联系人管理解决方案。
  • SugarCRM 与 Insightly: SugarCRM 可为复杂的销售流程和报告提供广泛的定制功能;Insightly 则将 CRM 与项目管理相结合,注重中小型企业的易用性。
  • SugarCRM vs Freshsales: SugarCRM 为销售和营销提供深度定制和先进的自动化功能;Freshsales CRM 提供直观的界面、人工智能驱动的销售线索评分和集成的销售自动化功能。
  • SugarCRM 与 Salesforce: SugarCRM 提供了一个开源选项,具有很大的定制潜力;Salesforce 是基于云的 CRM 领导者,具有丰富的功能、广泛的集成和庞大的生态系统,但复杂度较高。

更多 ClickUp 信息

以下是 ClickUp 与这些软件解决方案的简要比较:

  • ClickUp vs Gohighlevel: ClickUp 是一个一体化的工作管理平台,具有强大的项目管理功能和可定制的客户关系管理功能。 晋升 是一个专门的营销和销售自动化平台,专注于潜在客户的生成和转化。
  • ClickUp 与 Pipedrive: ClickUp 是一款全面的工作管理解决方案,具有灵活的 CRM 功能,而 Pipedrive 则是一款以销售为重点的 CRM,专为可视化销售管道管理和交易跟踪而设计。
  • ClickUp vs Keap: ClickUp 是一个用于项目管理和可定制客户关系管理的多功能平台,而 Keap 则是一个功能强大的客户关系管理和营销自动化工具,强调潜在客户培育和销售流程。
  • ClickUp 与 ActiveCampaign: ClickUp 为任务、项目和基本 CRM 管理提供了一个灵活的平台,而 ActiveCampaign 则在高级营销自动化、电子邮件营销活动和客户细分方面表现出色。
  • ClickUp vs Hubspot: ClickUp 是一款高度可定制的项目管理和工作操作系统,集成了 CRM 功能,而 HubSpot 则为市场营销、销售和客户服务提供了一套全面的工具。
  • ClickUp 与 Clickfunnels: ClickUp 是一个一体化的工作管理平台;ClickFunnels 主要是一个销售漏斗生成器,用于创建登陆页面和自动销售漏斗。
  • ClickUp vs Folk: ClickUp 是一个强大的工作管理解决方案,具有可定制的客户关系管理功能,而 Folk 则侧重于协作式联系人管理和关系跟踪。
  • ClickUp 与 Instantly: ClickUp 是一个用于项目管理和多样化工作流程的多功能平台,而 Instantly 则专注于 冷电子邮件 推广、送达优化和自动电子邮件营销活动。
  • ClickUp 与 Monday CRM: ClickUp 为项目管理和客户关系管理提供高度可定制的一体化工作空间,而 Monday CRM 则提供以客户关系为重点的可视化工作流程和团队协作。
  • ClickUp 与 Capsule CRM: ClickUp 是一个全面的工作管理和可定制的 CRM 平台,而 Capsule CRM 则是一个简单、用户友好的 CRM,侧重于管理联系人和销售机会。
  • ClickUp 与 Insightly: ClickUp is a flexible platform for project management and adaptable CRM. Insightly is a dedicated CRM offering a strong sales pipeline and project management features within a CRM context.
  • ClickUp 与 Freshsales: ClickUp 是一款多功能的工作管理工具,具有适应性强的 CRM 功能,而 Freshsales CRM 则是一款专业的销售 CRM,具有先进的自动化、销售线索评分和报告功能。
  • ClickUp 与 Salesforce: ClickUp 是一个多功能工作管理平台,具有可定制的客户关系管理功能,而 Salesforce 则是一个企业级客户关系管理软件,具有丰富的销售、服务和营销自动化功能。
  • ClickUp 与 Zendesk: ClickUp 为任务、项目和可定制的客户关系管理提供了一个一体化的工作空间,而 Zendesk 则是一个领先的客户服务平台,主要侧重于票务和支持。

常见问题

Is SugarCRM better than ClickUp for sales teams?

Yes, if sales are your main focus. SugarCRM offers robust sales automation and detailed reporting. ClickUp blends CRM with project management, so it’s less specialized for pure sales functions.

ClickUp 能否取代我的项目管理软件?

In many cases, yes. ClickUp is designed to be an all-in-one platform. It includes strong task management, timelines, and collaboration tools. This can replace many separate project tools.

Is SugarCRM too expensive for small businesses?

It can be. SugarCRM’s advanced plans are pricey. The Essentials plan is more affordable, but it may lack key features needed as your business grows. Consider your budget and feature needs.

ClickUp 是否提供免费计划?

Yes, ClickUp has a free plan. It’s suitable for individuals or small teams with basic needs. However, the paid plans offer more features & higher limits and are still competitively priced.

Which platform has better customization options?

SugarCRM offers more extensive customization for CRM-specific needs, including the ability to tailor workflows and reports. ClickUp is also customizable, but its focus is on general work management across various functions.

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