Zoho CRM vs ClickUp：2025 年最适合您的企业？

优胜者

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

立即尝试

亚军

7.0

• 客户关系管理 工具
• 营销加
• 活动
• 比金管理公司
• 销售
• 提供免费试用
• 付费计划，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.

Which one is actually better for your business? 

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

Let’s break down 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 报告 features, ensuring a practical, hands-on comparison.

Join over 150,000 businesses that boosted sales by an average of 29% with Zoho CRM. Start your journey today and see the results for yourself!

7满分 10 分

定价： 它提供免费试用。高级计划起价为每月 14 美元。

主要特点：

• 销售自动化。
• Analytics & Reporting.
• 工作流自动化。

免费试用 ZOHO 阅读完整评论

With ClickUp’s versatile platform, team productivity can increase by up to 40%. Join millions who streamline workflows. Use its advanced features today!

9满分 10 分

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

主要特点：

• Customizable Workspaces.
• Advanced Task Management.
• Robust Collaboration Tools.

免费试用 ClickUp 阅读完整评论

Zoho CRM 是什么？

You’ve probably heard of Zoho CRM. 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，探索我们最喜欢的 Zoho 替代品…

Zoho

7.0

Join over 150,000 businesses that boosted sales by an average of 29% with Zoho CRM. Start your journey today and see the results for yourself!

免费试用 ZOHO 阅读完整评论

主要优点

• Boost sales conversion rates by 25% with AI-powered insights.
• Automate up to 40% of repetitive sales tasks.
• Generate detailed sales reports with 99% accuracy.
• Integrate seamlessly with 500+ other apps.
• Manage client communications from one central location.

定价

所有计划都将 每年计费.

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

什么是 ClickUp？

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，探索我们最喜欢的 ClickUp 替代品…

点击

9.0

With ClickUp’s versatile platform, team productivity can increase by up to 40%. Join millions who streamline workflows. Use its advanced features today!

免费试用 ClickUp 阅读完整评论

主要优点

• Increase team productivity by 40% with custom views.
• Reduce task completion time by 30% with automation.
• Manage projects with 99.9% accuracy with its reporting.
• Centralize team communication within tasks.
• Customize nearly every single aspect of the platform.

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。

功能比较

Let’s get down to the nitty-gritty. We’ll look at key features.

This will help you see where each tool shines.

We’ll compare them side-by-side, feature by feature.

1. 任务管理

Zoho CRM focuses on sales tasks. Think follow-ups and calls.

ClickUp? It’s all about project tasks. You can break down big projects into small steps.

ClickUp offers much more detailed task management.

2. Enhancing Workflow 

Zoho CRM helps you automate sales workflow.

It moves leads through your sales pipeline.

ClickUp lets you build a custom workflow for any project.

You can customize it to fit the team’s needs. ClickUp is far more flexible.

3. Customizable Dashboard

Zoho CRM gives you sales data on its dashboard. It shows leads, deals, and reports.

ClickUp’s dashboard is super flexible. You can put any widget you want.

ClickUp wins with its ability to show all project data.

4. Template Customizations

Zoho CRM has sales template for emails and reports.

ClickUp has a template for everything. Projects, tasks, and more. 

ClickUp offers a much wider range of template uses.

5. 时间跟踪

Zoho CRM offers basic 时间跟踪 for sales activities.

ClickUp has detailed time tracking. You can track time on any task.

ClickUp provides more in-depth time tracking.

6. 客户支持

Zoho CRM offers support 通过电子邮件 and phone. ClickUp also has chat support.

Both provide solid customer support. ClickUp offers more support options.

7. 协作工具

Zoho CRM has basic collaboration tools for sales teams.

ClickUp has powerful collaboration tools. You can chat, comment, and share files.

ClickUp has a more advanced set of collaboration features.

What to Look For When Choosing The Right CRM Software?

• 可扩展性： Can the software expand with your business? Does it handle increased data and users?
• 整合能力： Does it connect with your existing tools? How seamless is the data transfer?
• 定制选项： 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?
• 移动可访问性： Is the mobile app user-friendly? Does the mobile app contain all the important features?
• 易于使用： How easy is it to learn and implement? Is the user interface intuitive?

最终裁决

For most 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 make it our top pick.

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

免费试用 ClickUp 阅读完整评论

Zoho CRM 的更多内容

以下是 Zoho CRM 与其替代方案的简要比较：

• Zoho CRM vs GoHighLevel: Zoho CRM 提供广泛的传统 CRM 功能；GoHighLevel 专注于机构营销自动化。
• Zoho CRM 与 Pipedrive: Zoho CRM 功能丰富且价格实惠；Pipedrive 提供更简单、更直观的销售渠道。
• Zoho CRM 与 Keap: Zoho CRM 是一款整体 CRM；Keap 擅长集成销售和营销自动化。
• Zoho CRM 与 ActiveCampaign: Zoho CRM 提供全面的 CRM；ActiveCampaign 在先进的营销自动化方面处于领先地位。
• Zoho CRM vs HubSpot: Zoho CRM 具有成本效益并提供多样化的功能；HubSpot 用户友好并提供广泛的平台，但价格可能更高。
• Zoho CRM 与 ClickFunnels: Zoho CRM 是一款完整的业务管理套件；ClickFunnels 专注于构建转化率优化的销售渠道。
• Zoho CRM 与 Folk 对比: Zoho CRM 是一款功能广泛、可定制的 CRM；Folk 是一款更简单、协作的联系人管理工具。
• Zoho CRM 与 Instant: Zoho CRM 提供全周期 CRM；立即专注于 冷电子邮件推广 大规模。
• Zoho CRM 与 Monday CRM 对比: Zoho CRM 提供深度 CRM 功能；Monday CRM 强调更广泛的工作操作系统中的可视化工作流程。
• Zoho CRM 与 Capsule CRM: Zoho CRM 功能广泛且可定制；Capsule CRM 以其简单性和易用性而闻名。
• Zoho CRM 与 Insightly: Zoho CRM 提供全面的 CRM 功能；Insightly 将 CRM 与项目管理相结合。
• Zoho CRM 与 Freshsales CRM: Zoho CRM 提供强大的自动化和定制功能；Freshsales CRM 具有直观的销售渠道。
• Zoho CRM 与 Salesforce: Zoho CRM 是一款价格实惠、功能丰富的替代方案；Salesforce 是一款高度可定制、市场领先的企业解决方案。

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