Zoho CRM vs ClickUp：哪款更适合您2025年的企业？

优胜者

4.5

• 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

亚军

3.0

• 线索管理
• 市场营销+
• 综合分析
• 比金
• 高级定制
• 提供免费试用
• 付费套餐，每月14美元起。

立即尝试

You’re juggling tasks, right? Deals, projects, everything. It’s a mess. You need a system.

Something that keeps things organized boosts sales and makes life easier.

But you’re stuck. Zoho 客户关系管理 vs ClickUp? Both seem good.

Picking the wrong tool could mean more headaches, not less. 

让我们来详细了解一下 Zoho 客户关系管理 vs ClickUp, side by side. We’ll explore the key differences, the strengths, and the weaknesses.

By the end, you’ll know exactly which platform wins for your specific needs in 2025.

概述

To give you a real-world perspective, we didn’t just read reviews. We dove deep, testing both Zoho 客户关系管理 and ClickUp across various business scenarios.

This involved setting up sales pipelines, managing projects, and analyzing 报道 features, ensuring a practical, hands-on comparison.

35分制

想要一款简单而强大的产品 客户关系管理 想优化您的客户关系？您可以零风险体验！

定价： 它提供免费试用。高级套餐起价为每月 14 美元。

主要特点：

• 联系管理
• 销售自动化
• 分析与报告

免费试用 Zoho 阅读完整评论

4.55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 Zoho CRM？

You’ve probably heard of Zoho 客户关系管理. It’s a sales-focused tool.

Think pipelines, leads, and closing deals.

It’s designed to help businesses manage customer relationships.

It’s a solid choice, especially if sales are your main focus.

此外，还可以探索我们最喜欢的 Zoho的替代方案…

我们的观点

提升你的 社交媒体 借助 Zoho Social 制定策略。从智能日程安排和社交聆听到深度分析，立即探索 Zoho Social 的强大功能！

免费试用 Zoho 阅读完整评论 Zoho的替代方案

主要优势

• 个性化才是王道： 根据您的具体工作流程定制 Zoho CRM。
• 人人都能负担得起： 提供免费套餐，最多可供 3 位用户使用。
• 移动应用访问： 随时随地管理您的客户关系管理系统。
• 内置分析功能： 追踪关键指标，获取宝贵信息。

免费试用 Zoho

定价

• 标准：每用户每月 14 美元。
• 专业的：每用户每月 23 美元。
• 企业：$40/用户/月。
• 最终的：52美元/用户/月。

免费试用 Zoho

优点

• 超级易用
• 价格超值
• SmartQ功能
• 高度可定制。
• 可与多种应用程序集成。

缺点

• 集成数量减少
• 报道可以更详细一些。
• 更高级的社交聆听。
• 用户众多时可能会很贵。

免费试用 Zoho

ClickUp是什么？

ClickUp is different. It’s a project management powerhouse.

It can handle tasks, projects, and even your to-do list.

It’s built for flexibility. You can customize it to fit almost any workflow.

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 is a fascinating comparison, pitting Zoho CRM, a massive 商业 software suite known for its integration with other zoho apps, social media channels and deep marketing features.

ClickUp, a powerful project management platform built for task management and managing the entire workspace.

This full comparison will clarify which solution is the better fit for your business plan—whether you need deep client management or comprehensive internal business operations management.

1. 核心重点和架构

• Zoho: Primarily designed as a 客户关系管理 (Customer Relationship Management) system for sales, marketing, and support. It excels at client-facing business operations in multiple accounts and integrates with other zoho apps (like Books or Mail) to create a multiple platforms environment.
• 点击上: Functions as an all-in-one management platform for task management and project workflow. It aims to replace multiple tools by offering essential features for managing the entire workspace, often starting with a free forever plan.

2. 社交媒体管理

• Zoho: Offers superior 社交媒体 management through native integration with zoho social. This allows users to manage or handle multiple social media accounts & schedule every social media posts, and run social media campaigns across various social media platforms, tracking social media performance directly to client records.
• 点击上: Primarily relies on api access and third-party integrations for social media. It lacks native social media manager tools, focusing instead on internal team communication related to marketing teams tasks.

3. Task and Project Management Depth

• Zoho: Includes project management tools and features for internal task management, but its depth is limited compared to dedicated PM software. It focuses on how tasks 影响 the customer pipeline.
• 点击上: Excels in task management and is built for complex tasks and multiple projects. ClickUp includes advanced features like gantt charts, whiteboard feature, and custom view tasks options, making it the superior management platform for resource management.

4.沟通与协作

• Zoho: Offers robust internal team communication through chat, email logging, and a collaboration feed linked directly to client records, enhancing business operations.
• 点击上: Features highly integrated communication features like chat and comments within tasks, enabling real time editing and updates. It emphasizes team communication to save time across the entire workspace.

5. Pricing and Scalability

• Zoho: Offers a free forever plan (limited to three team members) and various tiered paid plans based on features and number of per user licenses. It scales well for both small businesses and enterprises.
• 点击上: Offers a generous free plan (free forever plan) and an unlimited plan starting at a low price per user, often billed annually. The enterprise plan offers the highest level of user permissions and single sign on, making the clickup plans very flexible.

6. Customization and AI

• Zoho: Allows deep customization of modules, fields, and workflow rules. While it has an AI assistant, it is primarily focused on making sense of customer 数据. Users can custom fields to organize complex tasks.
• 点击上: Allows extensive customization with custom statuses and custom fields across all lists and tasks. The ai assistant provides summaries, suggests new tasks, and improves productivity, making the clickup brain a useful tool.

7. 集成与生态系统

• Zoho: The strength lies in its native suite—leveraging other zoho apps eliminates integration friction. It offers integrations with google drive and other external business software.
• 点击上: Integrates with thousands of other features and external business software tools like google drive and Slack. Its open api access allows advanced users to import data and build custom solutions.

8. User Experience and Training

• Zoho: The interface is feature-rich but can be overwhelming due to the sheer number of zoho apps and options. It requires some time for new users to master all the available tools.
• 点击上: While feature-packed (clickup’s features include whiteboard feature and real time editing), the initial learning curve can be steep. ClickUp University provides extensive knowledge base and live training materials to help new users and every team member.

9. Feature Depth and Unique Offerings

• Zoho: Unique offerings include deep social media manager tools via zoho social mobile app, native multiple social channels management, and the ability to 即刻 publish posts while tracking their contribution to the sales pipeline. Users have enough features to cover most sales and marketing needs.
• 点击上: Unique offerings include the clickup brain (AI), whiteboard feature, unlimited storage (on paid plans), and unlimited number of guest access, making its clickup review often score a high score for providing so many new features for free.

选择CRM软件时应该注意哪些方面？

• 可扩展性： Can the software expand with your business with active social media presence and powerful scheduling features? Does it handle increased data and users?
• 集成能力： Does it connect with your existing tools? How seamless is the data transfer?
• 自定义选项： Can you arrange it to your specific workflows? How flexible is the platform’s design?
• 报告和分析： Does it provide actionable insights? How detailed are the reports?
• 移动设备可访问性： Is the mobile app user-friendly? Does the mobile app contain all the important features?
• 易用性： How easy is it to learn and implement? Is the user interface intuitive?

最终判决

对于大多数 小型企业 needing powerful project management software and an overall productivity boost, ClickUp takes the lead.

Its free version is strong. You get deep functionality.

You can customize almost anything. Plus, Gantt charts and sprint features are great.

Zoho CRM is solid CRM software, especially for sales.

However, ClickUp’s flexibility and integration options 制作 这是我们的首选。

We’ve used both. We’ve seen what works.

ClickUp gives you more push for your business.

免费试用 Zoho 阅读完整评论 ZOHO的替代方案

免费试用ClickUp 阅读完整评论 ClickUp 的替代方案

更多关于 Zoho CRM 的信息

更多ClickUp的内容

常见问题解答