Agile CRM vs ClickUp

by Gralio Apr 15, 2025

Agile CRM and ClickUp cater to different needs. Agile CRM offers a powerful sales and marketing automation solution, while ClickUp provides a broader work management platform. Agile CRM is suited for businesses focused on customer journey management, whereas ClickUp benefits teams needing a flexible and customizable tool to manage various work processes, including projects and tasks.

At Gralio.ai we help to simplify your decision-making process by offering detailed, side-by-side software comparisons like this one, to help you confidently choose the tool that aligns with your business goals.

This comparison was created by analysing 6115 reviews and 60 websites, saving 1 day, 10 hours, 28 minutes of reading.

Logo of Agile CRM
Logo of ClickUp

About

Agile CRM is an all-in-one customer relationship management tool designed for small to medium-sized businesses. It provides a range of features including sales and marketing automation, contact management, help desk support, and customer journey tracking. Agile CRM allows you to streamline your marketing and sales processes, nurture leads, and manage customer interactions from a single platform. It stands out by integrating various communication channels like email, phone, and social media, giving you a complete view of your customer interactions.
ClickUp is a comprehensive work management platform designed to consolidate various work processes into one centralized location. It offers a wide array of features including task management, project planning, document collaboration, communication tools, goal setting, and automation options. ClickUp aims to enhance team collaboration, improve visibility across projects, and streamline workflows for increased productivity regardless of team size or industry.

Summary

Main difference
Agile CRM is a better choice for businesses prioritizing a tightly integrated sales and marketing automation platform with a focus on customer journey management. ClickUp excels in comprehensive work management, offering robust features for task management, project planning, and team collaboration across various workflows.

Relative strengths of Agile CRM (compared to ClickUp)

  • Provides a strong focus on sales and marketing automation within a single platform, ideal for streamlining lead nurturing and customer journey mapping.

  • Offers a comprehensive suite of communication tools, integrating email, phone, and social media for a 360-degree view of customer interactions.

  • Cost-effective pricing makes it an attractive option for budget-conscious small to medium-sized businesses.

Relative weaknesses of Agile CRM (compared to ClickUp)

  • Can experience performance issues, particularly with larger datasets, potentially impacting user experience.

  • Customization options are limited, especially for the mobile app, restricting flexibility for specific business needs.

  • Users report a steep learning curve for advanced features and inadequate documentation, potentially hindering efficient adoption.

Who is using Agile CRM and ClickUp?

No data
Ollie Forsyth
New Economies Founder
Bibi The Link Builder
Link Building Expert
Max Roslyakov
CEO @ xamsor.com
Olesia Krilyshyn
Sales Acceleration Specialist at Reply.io
Connor Gillivan
SEO expert; 7x Founder (Exit in 2019)

Who should use Agile CRM VS. ClickUp

Agile CRM is a user-friendly, all-in-one CRM ideal for small to medium-sized businesses seeking affordable sales, marketing, and service automation. Users praise its intuitive interface and robust automation features. However, some users have reported occasional slow loading times and limited customization options. Despite these drawbacks, its integrated platform and cost-effective pricing make it a valuable tool for growing businesses.

ClickUp is a versatile project management solution ideal for teams of all sizes and individuals seeking an all-in-one platform. Users praise its customizable features, user-friendly interface, and robust task management capabilities. However, some users have noted occasional glitches and the complexity of advanced features. ClickUp offers a free plan and a 100% money-back guarantee, making it accessible to businesses of all budgets.

  • Best for small to medium-sized businesses (1-1000 employees).

  • Suitable for businesses across various industries, including healthcare, finance, e-commerce, and more.

  • Ideal for small, medium, and large businesses seeking enhanced productivity.

  • Suitable for businesses across various industries, including healthcare, finance, and technology.

Agile CRM and ClickUp features

Supported
Partially supported
Not supported
Type in the name of the feature or in your own words tell us what you need

  • Newsletter Campaigns
    Supported

    Agile CRM supports creating, sending and tracking custom email newsletters.

    Partially supported

    ClickUp supports newsletter campaign management but requires integration with an email provider for sending.

  • Campaign Nodes
    Supported

    Agile CRM uses campaign nodes to build marketing automation campaigns.

    Partially supported

    ClickUp does not directly offer campaign nodes, but its automations may be adaptable for similar workflows.

  • Task Management
    Supported

    Agile CRM supports creating, managing, organizing, and tracking tasks.

    Supported

    ClickUp fully supports task management, including assigning tasks, setting due dates, and tracking progress.

  • Multiple Project Views
    Not supported

    Agile CRM does not explicitly support multiple project views.

    Supported

    ClickUp supports multiple project views like list, board, Gantt, calendar, and custom views.

  • Task management
    Supported

    Agile CRM lets you create, assign, and track tasks for team members.

    Supported

    ClickUp supports the ability to create and assign tasks to team members.

  • Project management integrations
    Partially supported

    Agile CRM offers integrations with project management tools like Asana via Zapier.

    Partially supported

    ClickUp does not natively integrate with tools like Jira, Trello, or Asana, but it could be achieved through third-party services or custom API integrations.

Qualities

  • Value and Pricing Transparency
    No data
    +0.1
    Neutral sentiment
  • Customer Service
    +0.67
    Rather positive sentiment
    +0.26
    Neutral sentiment
  • Ease of Use
    +1
    Strongly positive sentiment
    +0.7
    Strongly positive sentiment
  • Reliability and Performance
    -0.25
    Neutral sentiment
    +0.34
    Rather positive sentiment
  • Ease of Implementation
    No data
    -0.09
    Neutral sentiment
  • Scalability
    No data
    +0.59
    Rather positive sentiment

Agile CRM and ClickUp Pricing

No data

See full Pricing page

ClickUp offers a limited-time trial for all plans.
Plans

User sentiment

Neutral
+0.1

See full Pricing page

Agile CRM and ClickUp review insights

5895 reviews analysed from and

Users love

  • User-friendly interface with drag-and-drop functionality.
  • Integrates sales, marketing, and service automation in one platform.
  • Strong automation capabilities, including email marketing and workflows.
  • Cost-effective pricing, especially for small businesses.
  • Excellent and responsive customer support via chat.
  • Highly customizable and adaptable to various workflows.
  • User-friendly interface praised for its clean design.
  • Effective for team collaboration and communication.
  • Robust task management features with multiple views.

Users dislike

  • Occasional reports of slow loading times, especially with larger datasets.
  • Email marketing bounces back and other email challenges.
  • Limited customization options, especially for the mobile app.
  • Issues with campaign nodes and automation limits.
  • Steep learning curve for advanced features and inadequate documentation.
  • Occasional glitches and bugs can disrupt workflow.
  • Mobile app can be glitchy and less intuitive than the desktop version.
  • Advanced features, like custom workflows, can be complex to set up.
  • The abundance of features can be overwhelming for new users.

Agile CRM and ClickUp Ratings

  • G2
    4.0/5
    (350)
  • Capterra
    4.1/5
    (495)
  • Glassdoor
    3.1/5
    (90)
  • G2
    4.7/5
    (2590)
  • Capterra
    4.6/5
    (2460)
  • Glassdoor
    3.7/5
    (393)

Company health

Employee growth

9% decrease in the last year
15% increase in the last year

Web traffic

12% increase in the last quarter
10% increase in the last quarter

Financing

No data
May 2021 - $538M

How do Agile CRM's email marketing capabilities compare to ClickUp's communication tools?

Agile CRM offers robust email marketing automation features including newsletters, campaign nodes, and workflow automation for targeted campaigns and lead nurturing. ClickUp, while providing communication tools like real-time chat, comments, and mentions for team collaboration, lacks the dedicated email marketing automation capabilities of Agile CRM. ClickUp is primarily focused on project management and team communication, not specifically email marketing.

Which product offers better integration with existing CRM systems for sales automation?

Agile CRM offers better integration with existing CRM systems for sales automation. While ClickUp is a robust project management tool, Agile CRM is specifically designed for CRM and includes features like lead management, sales automation, and contact management, suggesting tighter integration capabilities with other CRM platforms.

What are the advantages of Agile CRM?

Agile CRM's advantages include its all-in-one approach integrating sales, marketing, and customer service features, making it a cost-effective solution for SMBs. It offers strong automation capabilities for streamlining workflows and a user-friendly interface praised for its ease of use. Its focus on communication channel integration provides a comprehensive view of customer interactions.

What are the disadvantages of Agile CRM?

Agile CRM users report occasional slow loading times, especially with larger datasets. Some users have experienced email marketing bounces and other email-related challenges. Limited customization options, particularly for the mobile app, have also been noted. Finally, some users find the advanced features have a steep learning curve and inadequate documentation.

Alternatives to Agile CRM and ClickUp

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Visualize, manage, and automate teamwork.
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Logo of Zoho CRM
agile-crm vs Zoho CRM
Streamlines sales, marketing, and support in one platform.
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Logo of Trello
agile-crm vs Trello
Visually manage projects, track tasks, and collaborate seamlessly.
Read more
Logo of Asana
agile-crm vs Asana
Teamwork, projects, and tasks organized in one shared space.
Read more
Logo of Airtable
agile-crm vs Airtable
Spreadsheet database hybrid, customizable for any team workflow.
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Page co-authored by
MK
Michal Kaczor
CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

TT
Tymon Terlikiewicz
CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.

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