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Compare Agile CRM vs ClickUp

Comparison Summary

For Agile CRM vs ClickUp comparison, Our AI algorithm looked at 14321 peer reviews, testimonials and expert opinions across 50+ sources to understand how successful they were in using Agile CRM and ClickUp to solve their respective business needs.

Pros and cons of Agile CRM and ClickUp

Agile CRM is more suited to businesses that require Contact List Management with E-Mail and Communication Management with E-Mail where as ClickUp is focused towards Workflow Management and Collaboration .

Both Agile CRM and ClickUp are CRM and Project Management software, peers recommend Agile CRM for contact list management and call recording where as ClickUp is more known for products & pricelist management .

logo Agile CRM

Focus area

Agile CRM is better than ClickUp for

Software Failure Risk

  • medium

logo ClickUp

Focus area

ClickUp is better than Agile CRM for

Software Failure Risk

  • medium

About

Agile CRM | Automate your sales, marketing, and service in one platform

One app to replace tasks, docs, chat, goals, & more

Age

2012

2017

Financials

PRIVATE

SERIES C

Business Need

Total Processes
(we found evidences for)

103

75

Total Goals
(we found evidences for)

16

11

Top Processes

Evidences indicate better relative satisfaction


contact list management

enriching contact list

creating contact list


communication management

sending & publishing communications

tracking & monitoring communications



engagement management

engaging and following up

engaging with scheduling & cadence


campaign analytics

campaign monitoring


social media management

social media analytics

scheduling post to social media

managing social media account

engaging on social media

monitoring social media




sales call management

meeting management


generation of new leads


lead qualification

lead qualification: behavioural

lead qualification: demographic

lead qualification: technographic



training & onboarding





relationship management


sales document management

proposal & quote management

contract management


social media marketing




promotion management


discount management


knowledge management



conversion management




customer feedback management

measuring customer satisfaction





pipeline management




subscription management


category management


conference call management


lifetime value management


products & pricelist management


database marketing


segmentation and targeting


loyalty management

identify target customers



revenue cycle management




account management



follower management


sales review & feedback





customer case management


business development


calendar management




Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Scale best practices

  • Improve efficiency

  • Grow market share

  • Increase customer life time value

  • Enter new markets internationally or locally

  • Improve ROI

  • Launch new products

  • Improve brand engagement

  • Improve digital and social presence

  • Improve internal communications

  • Improve stakeholder relations

  • Build brand awareness

  • Reduce bounce

  • See 13 more
  • Improve internal communications

  • Acquire customers

  • Enhance customer relationships

  • Launch new products

  • Increase sales & revenue

  • Improve visibility

  • Scale best practices

  • Improve efficiency

  • Enter new markets internationally or locally

  • Establish thought leadership

  • Improve navigation

  • See 8 more

Top Channels

Channels Used

  • e-mail

  • website

  • social media

  • chat

  • video

  • mobile

  • Slack

  • offline

  • user generated content

  • blogs

  • mobile app

  • point of sale

  • promotions

  • phone calls

  • text SMS

  • on premises

  • games

  • Skype

  • review sites

  • Amazon

  • Facebook

  • causes and charity

  • See 19 more
  • e-mail

  • website

  • social media

  • chat

  • video

  • mobile

  • Slack

  • offline

  • user generated content

  • blogs

  • mobile app

  • point of sale

  • promotions

  • phone calls

  • text SMS

  • on premises

  • games

  • Skype

  • review sites

  • Amazon

  • Facebook

  • causes and charity

  • See 19 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

high

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low

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Security & Privacy Risk

medium

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high

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Integration Risk

low

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medium

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Migration Risk

medium

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medium

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Business Setting