Agile CRM vs ClickUp

Clockify

Jira

monday.com AI Work Platform

Clockify is a time tracking app that helps teams track work hours across projects. Managers can measure employee productivity, track the progress of every project and do all necessary reporting and administration work in one place.

Jira is project tracking software that helps every team collaborate to plan, track, and release work by breaking down big ideas into achievable steps. Jira offers features like task organization, work alignment to goals, customizable workflows, and real-time data insights to optimize outcomes.

monday.com is the AI Work Platform where people and agents operate as one team - with shared cross-department context, enterprise-grade trust, and an easy-to-use interface built for adoption at scale.


Area Manager

Advanced questions see customer support that's a bit slow, and it does take some effort to fully customize task tracking for restaurant operations.

Full Time Translator

The Automatic Call Distribution helped us make our response time as short as 5 minutes which made our customers happy and reduced the chrun.

All-in-One CRM with Sales, Marketing & Service in single platform. Sales tracking, contact management, marketing automation, telephony, analytics and helpdesk.

A/B Testing

Account Alerts

Account Management

Activity Dashboard

Activity Tracking

Alerts/Escalation

Alerts/Notifications

App Notifications

Appointment Scheduling

Archiving & Retention

Audience Targeting

Auto-Dialer

Automated Publishing

Automated Routing

Automatic Call Distribution

Automatic Outbound Dialer

Autoresponders

Behavior Tracking

Billing & Invoicing

Blended Call Center

Calendar Management

Calendar/Reminder System

Calendar Sync

Call Center Management

Call Disposition

Caller ID

Call Logging

Call Monitoring

Call Recording

Call Routing

Call Scheduling

Call Scripting

Call Tracking Metrics

Campaign Management

Campaign Planning

Campaign Scheduling

Campaign Segmentation

Campaign Specific Signature

CAN-SPAM Compliance

Catalog Management

Channel Management

Click Tracking

Client Management

Client Portal

Collaboration Tools

Communication Management

Competitive Analysis

Computer Telephony Integration

Contact Database

Contact Management

Content Management

Contract/License Management

Conversion Rate Optimization

Conversion Tracking

Customer Database

Customer Journey Mapping

Customer Management

Customer Segmentation

Customer Surveys

Customizable Branding

Customizable Fields

Customizable Forms

Customizable Reports

Customizable Templates

Dashboard

Data Import/Export

Document Management

Document Storage

Drag & Drop

Drip Campaigns

Dynamic Content

Email Alerts

Email Campaign Management

Email Management

Email Marketing

Email Monitoring

Email Templates

Email Tracking

Engagement Tracking

Event Triggered Actions

Feedback Management

Field Sales Management

File Sharing

Forecasting

For iPad Devices

For Mac Devices

For Sales Teams/Organizations

For Small Businesses

For Startups

Gamification

Geotargeting

Goal Setting/Tracking

Help Desk Management

Image Library

Inbound Call Center

Inbox Management

Influencer Tracking

Interaction Tracking

Most users consider Agile CRM to deliver strong value for money, especially praising the free plan’s flexibility and included features. However, some users feel essential tools are locked behind higher-priced tiers, limiting value as needs grow.

Value for money

By industry, Agile CRM reviewers are most commonly professionals in marketing and advertising (15%). The most frequent use case for Agile CRM cited by reviewers is CRM (67% of reviewers).

Agile CRM

Web-based

Android

Windows

iPhone

Linux

iPad

Zoho CRM

HubSpot CRM

Pipedrive

Salesforce Sales Cloud

Odoo 

EngageBay CRM

Vtiger CRM

Capsule

Mailchimp

Insightly

Salesmate

Free

Starter

Regular

Enterprise

Difficult cancellation and refund process

100% of reviewers feel negative about Agile CRM’s cancellation and refund process. Users report frustrating experiences with unclear or lengthy cancellation procedures, often requiring phone calls and extended wait times. Reviewers say they continued to be charged after requesting cancellation and found it challenging to obtain refunds, even when the service was not used or malfunctioning. They feel customer support is unhelpful in resolving billing disputes, leading to ongoing unauthorized charges and dissatisfaction with company policies.

Contact management limitations

43% of reviewers feel negative about Agile CRM’s contact management. Users report challenges with importing contacts, slow loading of contact lists, and restrictions on managing duplicate contacts with the same email address. Reviewers say social media profile matching is unreliable, and integrating contacts from other databases can be cumbersome. They also mention difficulties assigning contacts to specific users or categories, and find the contact management interface confusing and inefficient for handling large databases.

Unreliable email management

President

Eventually cancelled when program bugs resulted in not being able to send bulk emails without manually splitting them into groups and sending a small amount per day.

Estate Agent

My newsletters stopped sending out and the system marked it as sent but when I follow up with clients they never received my newsletter.

55% of reviewers feel negative about Agile CRM’s email management. Users report difficulties with sending bulk emails, frequent deliverability issues, and emails being marked as spam. Reviewers say email templates are clunky to design, attachments are limited, and integration with external email services is problematic. They also mention restrictions on email volume, branding on emails, and inconsistent synchronization with Gmail and other platforms, which impacts their ability to communicate reliably with contacts and run effective campaigns.

Frequent bugs and reliability problems

Manager

They have never fixed the longstanding issues with Gmail integration (doesn't work unless it's IMAP), Slack (can't choose channels), LinkedIn (variable/doesn't work/breaks all the time), can't resize the windows to take notes, can't use bullets or italics or bold or fonts to format notes.

64% of reviewers feel negative about Agile CRM’s bugs and technical issues. Users indicate that glitches, slowdowns, and unreliable integrations disrupt daily operations and create extra manual work. Reviewers mention recurring problems with features like Gmail integration, automations, and reporting tools, which sometimes remain unresolved for long periods. They say the user interface can be clunky, and customer support is often slow or ineffective in addressing technical concerns, leading to frustration and lost productivity.

Effective lead tracking and prioritization

Software Developer

Well-configured, Agile CRM centralizes leads, tasks, and collaboration to make sure developers, sales, and support are on the same page regarding client history and next steps to avoid dropped follow-ups and miscommunication.

Client Relationship Management

AgileCRM offer the Score Lead and Star-Rank for People and Company, help you  to priority your time to spend on account and feedback to marketing team on their campaign lead.

91% of reviewers feel positive about Agile CRM’s lead management capabilities. Users find the system centralizes lead information, making it easier to capture, track, and prioritize leads using features like lead scoring and star ranking. Reviewers appreciate integrations with platforms like Facebook and WordPress for seamless lead capture and value the ability to categorize and nurture leads efficiently. They say these tools help teams collaborate, avoid missed follow-ups, and maximize the impact of their lead generation efforts.

Tailored for small businesses

100% of reviewers feel positive about Agile CRM’s suitability for small businesses. Users think the platform offers an affordable, feature-rich solution that is easy to set up and use, which is especially important for small business owners with limited resources. Reviewers appreciate the ability to quickly configure the system themselves and value the integrations with popular tools like WooCommerce and GoDaddy. They say Agile CRM’s pricing structure and customer support are well-suited for startups and solopreneurs, helping them scale operations efficiently without overwhelming complexity.

Flexible workflow automation

91% of reviewers feel positive about Agile CRM’s automation features. Users think the platform allows them to automate repetitive tasks, customize workflows, and integrate with other business tools, which increases productivity. Reviewers appreciate the intuitive setup for automations and the ability to tailor processes for sales and marketing teams. They say automated workflows and real-time collaboration reduce manual work, help maintain organized databases, and make managing multiple business functions more efficient.

Comprehensive relationship management

US IT Recruiter 

Agile CRM stands out as an affordable and user-friendly customer relationship management (CRM) solution that offers a wide range of powerful features for effectively managing customer relationships.

Senior Data Analyst

Agile CRM appealed to me because it is an all-in-one customer relationship management (CRM) platform that includes a wide range of features and tools for more effective customer relationship management.

95% of reviewers feel positive about Agile CRM’s customer relationship management capabilities. Users report that the platform centralizes all essential CRM functions, making it easier to track sales, automate follow-ups, and analyze customer data. Reviewers appreciate the wide range of features for organizing contacts, segmenting customers, and managing interactions, which they say streamlines business processes and enhances customer engagement. They find the reporting and integration options valuable for maintaining personalized relationships and boosting overall business efficiency.

Integrated marketing automation tools

91% of reviewers feel positive about Agile CRM’s marketing automation features. Users indicate that the platform simplifies campaign management, allowing them to automate sales and marketing processes with customizable workflows. They appreciate the ease of integrating with other software and the ability to track customer interactions for targeted outreach. Reviewers say the automation tools help them launch acquisition campaigns, manage email marketing, and streamline lead nurturing, which saves time and improves the effectiveness of their marketing strategies.

Agile CRM combines contact management, lead tracking, and task management, making it easy to tie follow‑ups and activities directly to deals and contacts for a dev-focused company like SoftWeb PK.

Owner

Agile CRM offers Security keeping my client information safe, it offers a good Value for Money, good Customer Support with focused Task Management lets my Team Collaboration work very well.

Mechanical Engineer

I liked the ability to have revision control and the ability to have multiple people working on a large assembly at one time, which updates.

Agile CRM helped our team organize team tasks and maximize lead tracking, so our strategic initiatives are running much smoother.

Administrator

We had an amazing experience, for the past 4 years, we managed to keep track.and keep organised and more importantly focused.on what really matters: segmented and logical information.

Software Engineer -  QA

It helps me monitor time spent on tasks, milestones achieved.

It is not a very intuitive program, and it is pretty clunky to use. Once you learn the tricks, it gets better, but there are still a few things that don't make sense.

The points that Agile CRM recahes are untouchable: retrospectives for example.

we had queries sorted in less than 24hrs.

Agile CRM is 100% secure, as everything is feature rich and well packed.

It is a useful tool for collaboration in an agile setting.

I like the analytical reporting feature of Agile CRM.

The costing is slightly higher based on features offered.

Environmental Consultant

Its best advantage is that it is free of charge and even the paid price for 50,000 contacts and more is very low at around $9 per user.

Agent

It's a good software you can use the free version with more than 1000 customers but to benefit from all the features, you need a more expensive subscription

Data Analyst

What I liked best about Agile CRM is that it is an all-in-one platform with a comprehensive set of features to help you manage your customer relationships, automate marketing tasks, and track sales activities.

They tell me to disable the link, and to use a very convoluted process to first enable 2FA on our entire company's google account users, then set up a App Password in Google Account, then provide it to Agile as p/w when setting up IMAP/SMTP instead.

Quality engineer-1 

Powerful Web Analytics helps to monitor a customer’s online behavior and tracking when a customer opens the company’s web portal.

 Communications Manager

We will often bring people in for a short period of time to use the system, especially if they are in a project management position.

Product Manager

This makes it easier to group customers and leads into different categories and allows me to send out personalized emails and campaigns to each group.

Coach

The company behind Agile CRM launched 500apps, which includes crm.io; however, crm.io is not as yet as good and easy to use as Agile CRM.

A powerful and all-encompassing CRM tool, Agile CRM assists businesses of all sizes in streamlining their operations and augmenting customer satisfaction.

The mobile app, which has just been released, is excellent and offers almost all the fundamental features of the web version.

Agile CRM vs ClickUp Comparison (2026)

Agile CRM

ClickUp

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives