ActiveCampaign 与 ClickUp 对比

ActiveCampaign vs. ClickUp: Quick overview

When it comes to Customer Relationship Management (CRM), choosing the right platform can impact your business operations and growth. ActiveCampaign and ClickUp are two popular options, each offering distinct features tailored to different business needs. ActiveCampaign is renowned for its robust email marketing and automation capabilities, while ClickUp excels in task management and productivity tools.

In this blog post, we will explore a detailed comparison of these two CRM solutions, looking at their core functionalities, pricing structures, and overall benefits.

We'll also introduce folk as a compelling alternative to consider.

👉🏼 Try folk now to simplify pipeline management for teams of 20–50.

什么是ActiveCampaign？

Active Campaign是一款营销自动化平台，旨在帮助各类规模的企业管理客户互动，并通过个性化与自动化的沟通推动业务增长。

ActiveCampaign 的主要功能

• 电子邮件营销：通过拖放式模板、高级受众细分和自动化序列创建个性化邮件活动，有效吸引目标受众。
• 营销自动化：基于用户行为和自定义触发器，自动化处理电子邮件、短信及网站消息的工作流程，从而提升客户参与度与忠诚度。
• 销售自动化：将客户关系管理系统（CRM）与自动化工具集成，以优化销售流程、追踪潜在客户、管理交易并实现跟进自动化。
• CRM功能：以销售为导向的客户关系管理系统，通过自动化技术追踪并管理业务流程。
  

什么是ClickUp？

ClickUp是一款项目管理与生产力平台，旨在帮助团队和个人在一个工作空间内组织任务、跟踪进度并协同合作。虽然它主要是一款项目管理工具，但ClickUp也包含一些客户关系管理（CRM）功能。

ClickUp 的主要功能

• 任务管理：ClickUp允许用户创建、分配和跟踪具有自定义状态的任务，为跨不同项目管理工作流程提供灵活性。
• 自定义视图：该平台提供列表、看板、日历和甘特图等多重视图模式，使用户能够根据个人偏好选择最适合的格式来可视化任务与工作流程。
• 目标追踪：用户可在ClickUp内设置、追踪和管理目标，将任务与项目与更广泛的目标保持一致。
• 时间跟踪：ClickUp内置时间跟踪功能，可记录任务耗时，帮助用户监控工作效率或计费工时。
• 工作流自动化：ClickUp的自动化功能允许用户通过设置规则来减少手动操作，这些规则会根据预定义条件触发相应操作，例如状态更新或通知发送。
• 自定义字段：该平台允许用户为任务添加自定义字段，从而能够根据需求追踪特定数据点或对任务进行分类。

ActiveCampaign vs. ClickUp: Feature Comparison

Let's break down the key features of two CRM software solutions and take a closer look at their sales automation, email marketing tools, and contact management. For teams of 20-50 people looking for an optimal balance of functionality and ease of use, understanding these differences becomes crucial.

1. 销售渠道管理

ActiveCampaign's sales pipeline management feature is integrated with its CRM, enabling businesses to streamline their sales processes. It allows users to visually manage deals through customizable pipelines, automate tasks like follow-ups, and track every stage of the sales journey. In contrast, ClickUp does not have a dedicated pipeline management feature designed specifically for sales or CRM purposes, but users can create customizable pipelines using task lists, boards, and custom statuses. This flexibility allows users to adapt ClickUp's project management tools for sales tracking, though it may require more manual setup compared to ActiveCampaign's streamlined approach. For businesses prioritizing direct sales pipeline management, ActiveCampaign offers a more integrated solution, while ClickUp provides a versatile platform suitable for those who prefer to design their own systems within a broader project management context. However, folk CRM stands out as the ideal solution for teams of 20-50 people who need intuitive pipeline management without the complexity of larger enterprise platforms.

2. 易用性

ActiveCampaign offers a user-friendly interface with intuitive navigation, making it accessible for both beginners and experienced users. ClickUp, while versatile, can be overwhelming due to its extensive feature set, requiring a steeper learning curve to fully leverage its capabilities. For medium-sized sales and marketing teams, this complexity can slow down adoption and reduce productivity.

3. 接触强化

ActiveCampaign and ClickUp both do not appear to have a contact enrichment feature.

4. 外展

ActiveCampaign's outreach capabilities are functional, offering email, SMS, and some social media tools for multi-channel communication. It allows businesses to segment their audiences and send personalized messages, while automations help manage follow-ups across different channels. However, the SMS functionality is quite basic. ClickUp does not have a dedicated outreach feature specifically designed for communication with external contacts, such as clients or leads. However, users can manage outreach tasks using custom workflows which requires manual setup.

5. 自动化

ActiveCampaign's automation features allow users to create workflows that automate tasks like sending emails, updating contact records, and triggering follow-up actions based on predefined conditions. These workflows can be set up using a visual drag-and-drop builder, and they support a range of triggers, such as contact behavior, form submissions, or sales pipeline changes. ClickUp's automation capabilities are general-purpose and not specifically tailored to CRM functions like lead nurturing or contact segmentation, which may require additional customization to meet more advanced CRM needs.

6. 集成

ActiveCampaign offers integrations with over 900 third-party applications, allowing users to connect the platform with tools like Shopify, WordPress, Salesforce, and Google Analytics. ClickUp provides basic integrations with various third-party tools, such as Google Workspace, Slack, Zoom, and Dropbox, to enhance workflow efficiency and collaboration within the platform.

7. 人工智能

ActiveCampaign integrates AI features to enhance various aspects of its platform, such as email marketing and automation. The AI-powered tools include predictive sending, which analyzes contact behavior to suggest the best time to send emails, and predictive content, which helps in optimizing subject lines and messaging. ClickUp's AI integration is relatively new and comes in the form of 'Chat'. It connects tasks, docs, people, and all of your company's knowledge with AI. Using this information to become a knowledge manager, help you manage your tasks and write.

价格与套餐对比

Let's take a closer look at the price and plans of both ActiveCampaign and ClickUp.

ActiveCampaign 价格

ActiveCampaign的定价方案基于您拥有的联系人数量。以下方案基于1,000个联系人的套餐。

• 入门套餐：每月仅需15美元起。
• 另：每月仅需49美元起。
• 优势：每月仅需79美元起。
• 企业版：每月145美元起。

ClickUp定价

ClickUp为个人用户提供永久免费方案。高级方案可选择按月或按年订阅。以下是年度订阅方案的概述：

• 无限量：7美元/用户/月。
• 商业版：12美元/用户/月。
• 企业：未公开。

Introducing folk CRM: the best alternative to ActiveCampaign and ClickUp

Looking for an affordable alternative? We recommend folk. A multiple award-winning CRM platform loved for its easy-to-use, plug-and-play CRM system that's specifically designed for teams of 20-50 people who need powerful functionality without enterprise-level complexity.

主要特点

• 易用性与定制化：轻松定制销售流程、仪表盘、自动化流程及邮件序列，使其适用于整个销售周期与销售流程管理——以及招聘、营销等其他业务职能。
• 社交媒体整合：借助folk的Google Chrome扩展程序，一键导入来自LinkedIn、Sales Navigator、Instagram和X的人员及企业信息。
• Gmail与Outlook联系人同步：实现完整的邮件同步功能，让用户能够直接在CRM系统中管理所有通信内容。
• 一键查找电子邮箱：借助Apollo和Dropcontact驱动的联系人信息增强功能，您只需单击一下即可填补缺失的数据点。
• 邮件序列：若潜在客户未回复首封邮件，系统将自动发送带提醒功能的邮件序列。该功能集成人工智能技术，支持大规模个性化邮件定制。
• 备注与提醒： 在folk中直接将 备注附加 到联系人档案，随时随地查看。设置提醒功能，确保您精准掌握跟进时机。

价格与套餐

folk提供14天免费试用。试用期结束后，可选择经济实惠的月度或年度订阅方案。年度订阅方案如下：

• 标准版：每位用户每月20美元。
• 高级版：每月每位用户40美元。
• 定制方案：每位用户每月80美元起。

ActiveCampaign vs. ClickUp: What's the verdict?

Between ActiveCampaign and ClickUp, both platforms offer robust features catering to different business needs. ActiveCampaign excels in marketing automation and sales processes, while ClickUp shines in project management and team collaboration. However, for companies seeking a more personalized approach to relationship management, especially teams of 20-50 people who need CRM functionality that's neither too basic nor overly complex, folk CRM provides the perfect alternative to these traditional options, blending ease of use with customization specifically tailored for growing sales and marketing teams.

👉🏼 Try folk now to never miss a follow-up with automated sequences and reminders.

常见问题解答

What is the main difference between ActiveCampaign and ClickUp?

ActiveCampaign centers on email marketing, automation, and a built-in sales CRM with pipelines. ClickUp is a project management platform that can be configured for CRM tasks but requires more setup and lacks native sales-specific features.

ClickUp 能否作为客户关系管理（CRM）系统使用？

ClickUp can serve as a lightweight CRM using custom fields, list/board views, and automations. It works for basic deal tracking, but it lacks dedicated sales pipelines, email sequences, and contact enrichment found in purpose-built CRMs.

哪种方式更适合销售渠道管理？

ActiveCampaign provides native visual pipelines with automations and deal tracking. ClickUp needs manual configuration to mimic pipelines. Teams wanting an easy, purpose-built pipeline can try folk.

How do ActiveCampaign and ClickUp pricing compare?

ActiveCampaign charges by contacts; at 1,000 contacts plans start around $15–$145/month by tier. ClickUp charges per user on annual billing: Unlimited $7/user/month, Business $12/user/month, Enterprise custom.