⚡ حكم سريع:
- الأسعار: ClickUp paid plans start at $7 per user per month. Capsule إدارة علاقات العملاء starts at $18/user/month.
- الأفضل لـ: ClickUp suits teams who manage projects and tasks. Capsule إدارة علاقات العملاء suits teams tracking a sales pipeline.
- الفرق الرئيسي: Capsule is CRM software built around contact management. ClickUp is project management software built around task management.
- اختيارنا: ClickUp, rated 4.3 versus 4.0, because its free plan and $7 tier cover more عمل processes for less money.
These two tools are not really competing for the same job.
Capsule CRM tracks people, deals, and your sales process.
ClickUp tracks work, deadlines, and multiple projects.
Yet small businesses shortlist both every day.
That happens because both promise one dashboard for keeping track of everything.
This full comparison shows which one earns that spot in your tech stack.
ملخص
This Capsule CRM vs ClickUp comparison covers pricing, key features, and ease of use.
كما نوضح بالتفصيل لمن تناسب كل أداة بشكل أفضل.
ملكنا الكاتب spent hands-on time inside ClickUp directly.
Notes on Capsule come from its documentation, pricing pages, and G2 reviews.
By the end, you will know which platform fits your business.
ما هو ClickUp؟
ClickUp is project management software that keeps work in one workspace.
Teams plan, track, and collaborate on tasks without switching apps.
The project management platform uses a multi-level hierarchy for organising work.
Workspaces hold Spaces, Folders, Lists, Tasks, and Subtasks.
ClickUp includes docs, chat, calendars, and a whiteboard feature in the same tool.
Most people choose it because that removes three or four separate subscriptions.
Here is a short ClickUp review video before we get into the numbers.
🏆 Winner: ClickUp
One workspace for tasks, docs, and goals. The free plan allows an unlimited number of users. Paid tiers start cheaper than most project management tools.
أسعار كليك أب
ClickUp offers one free tier and three paid plans.
| يخطط | سعر | الأفضل لـ |
|---|---|---|
| حر | $0 | Solo workers and small side projects |
| غير محدود | 7 دولارات/للمستخدم/شهرياً | Smaller teams that manage projects daily |
| عمل | 12 دولارًا أمريكيًا لكل مستخدم شهريًا | Growing teams needing resource management |
| مَشرُوع | مخصص | Large firms needing single sign on and HIPAA |
Pricing verified August 2026.
تجربة مجانية: Yes. A 15-day free trial covers the paid plans.
ضمان استرداد الأموال: A 30-day money-back guarantee applies to every paid plan.
📌 ملحوظة: The Free Forever plan allows unlimited users, which is rare in this category. It caps custom fields at 100 uses, so heavy customisation needs the Unlimited plan. The Enterprise plan adds user permissions, API access, and live onboarding training.
⚠️ تحذير: You upgrade your entire workspace at once. Every team member moves to the paid tier together, so a five-person team pays for five seats even if only two need advanced features. ClickUp plans do offer discounts when you pay annually.
المزايا الرئيسية لـ ClickUp
Here is what makes ClickUp worth a look:
- Many ways to view tasks: List, Board, Calendar, Timeline, and Gantt charts all sit in one place. A Kanban board suits daily standups while Gantt suits complex projects.
- تتبع الوقت المدمج: Native timers and manual logging track billable hours against estimates. Workload views help prevent burnout.
- انقر على الدماغ: The AI assistant tracks workloads and time spent across multiple projects.
- Real time editing and chat: Docs, team messenger, and a whiteboard feature cover team communication without a second app.
- Deep integrations: Over 1,000 tools connect, including Slack, Google Drive, and Zoom.
- الأتمتة without code: Over 100 pre-built automation templates handle repeatable business operations and save time.
- مصادر التعلم: ClickUp University, a knowledge base, and live training reduce the setup pain.
ما لاحظه فريقنا
Our writer signed up for ClickUp and ran a live content calendar inside it for several weeks. Here is what stood out from that hands-on time:
مزايا وعيوب كليك أب
✅ المزايا
- Free forever plan supports an unlimited number of users
- أكثر من 1000 عملية تكامل تشمل Slack وGoogle Drive وZoom
- Customisable dashboards track KPIs, team capacity, and project health
- Docs, chat, and whiteboards remove the need for extra tools
❌ سلبيات
- The interface feels overwhelming for new users
- Reporting tools are scattered across the platform and hard to find
- Time tracking is clumsier than a dedicated timer app
- No phone support, and live chat starts with an AI روبوت محادثة
ما هو نظام إدارة علاقات العملاء Capsule CRM؟
Capsule CRM is cloud-based CRM software for small to medium businesses.
The CRM system stores contact records for people and organisations.
Each record shows a 360-degree view of emails, notes, and social profiles.
Capsule calls its approach “powerful simplicity” for a reason.
You get core features for lead management and account management without clutter.
The minimalist interface means no dedicated administrator is needed.
This Capsule CRM review video walks through the main screens.
Runner Up: Capsule CRM
A simple CRM solution for tracking deals and customer interactions. The free version covers 250 contacts and two users. Setup takes minutes, not weeks.
تسعير نظام إدارة علاقات العملاء (CRM) من كابسول
Here is what Capsule CRM cost looks like across its plans.
| يخطط | سعر | الأفضل لـ |
|---|---|---|
| حر | $0 | Two users and up to 250 contacts |
| بداية | 18 دولارًا أمريكيًا لكل مستخدم شهريًا | Small businesses starting a sales pipeline |
| نمو | 36 دولارًا أمريكيًا لكل مستخدم شهريًا | Teams needing multiple sales pipelines |
Pricing verified August 2026.
تجربة مجانية: Yes. Paid tiers come with a 14-day trial and no card up front.
ضمان استرداد الأموال: No published refund window. You downgrade to the free plan instead.
📌 ملحوظة: The free version caps storage at 50MB and skips reporting entirely. Starter lifts you to 30,000 contacts and 10GB. Growth raises that to 60,000 contacts and 20GB, plus workflow automations.
⚠️ Pricing conflict flagged: Our canonical data lists three tiers at annual rates. Capsule’s own site currently shows five, adding Advanced and Ultimate above Growth, with slightly higher month-to-month figures. Capsule takes up to 15% off when you pay annually. Check the live page before you buy.
الفوائد الرئيسية لنظام إدارة علاقات العملاء (CRM) من كابسول
Here is why small businesses keep shortlisting this CRM solution:
- Contact management done well: Every call, email, and file sits on one record. G2 reviews highlight contact management as the strongest part of the product.
- Visual sales pipeline: Custom sales pipelines match your real sales cycle. Sales opportunities move through stages you define.
- Genuinely user friendly: No training course needed, which matters when other team members join mid-quarter.
- مشروع تجاري صغير التكاملات: Xero, QuickBooks, and Mailchimp connect natively. Over 1,000 further apps connect through زابير.
- Email marketing built in: ال جهاز إرسال واستقبال integration runs marketing campaigns from inside your Capsule account.
- Tracks and project boards: Templated task lists handle onboarding, and project boards manage post-sale delivery linked to won deals.
- Free tier that is actually usable: 250 contacts and two users cost nothing, which suits non profits and side businesses.
ما لاحظه فريقنا
Note: We have not had extended hands-on time inside Capsule CRM yet. Everything above draws on Capsule’s published documentation, its pricing pages, and G2 reviews rather than our own account.
مزايا وعيوب نظام إدارة علاقات العملاء Capsule CRM
✅ المزايا
- Clean interface that needs no dedicated administrator
- Free version covers 250 contacts and two users
- Over 60 native integrations plus Zapier and Automate.io
- Sales dashboard shows conversion rates and revenue forecasting
❌ سلبيات
- Thinner on advanced features than larger CRM providers
- Email tracking makes you BCC a special address every time
- Google Workspace and Microsoft 365 sync runs one way only
- Support is email-first, with no live chat option
مقارنة الميزات
These platforms overlap more than their labels suggest. Both hold customer data, both assign tasks, and both chart progress. We compare ten areas where the gap actually shows.
| ميزة | انقر فوق | كبسولة CRM |
|---|---|---|
| السعر المبدئي | 7 دولارات/للمستخدم/شهرياً | 18 دولارًا أمريكيًا لكل مستخدم شهريًا |
| خطة مجانية | ✅ عدد غير محدود من المستخدمين | ✅ 2 users, 250 contacts |
| إدارة جهات الاتصال | ❌ | ✅ |
| مسار المبيعات | ❌ | ✅ |
| مخططات جانت | ✅ | ❌ |
| تتبع الوقت | ✅ | ❌ |
| مساعد الذكاء الاصطناعي | ✅ انقر للدماغ | ❌ |
| التسويق عبر البريد الإلكتروني | ❌ | ✅ Transpond |
| الحقول المخصصة | ✅ | ✅ |
| الأفضل لـ | Managing projects and tasks | Managing a sales process |
1. Contact Management and Customer Data
انقر للأعلى: There is no contact management module here. You can build a client list using custom fields on a List, but it will not log emails or calls automatically. Treat this as a workaround, not a feature.
نظام إدارة علاقات العملاء المصغر: This is the core of the product. Contact records centralise communication history, notes, and social profiles in one place. Capsule removes data silos so every colleague sees the same customer interactions.
2. Sales Pipelines and Project Boards
انقر للأعلى: A Kanban board can mimic a deal pipeline with custom statuses. It tracks movement well but has no deal value, no forecasting, and no win-rate maths behind it.
نظام إدارة علاقات العملاء المصغر: Sales opportunities carry value, probability, and a close date. Higher tiers unlock multiple sales pipelines for different products or regions. Project boards then handle delivery work linked to won deals.
3. Task Management and Time Tracking
انقر للأعلى: Task management is the reason people pick this tool. Native timers log billable hours against estimates, and workload views show who is over capacity. New tasks inherit a due date, owner, and priority in one screen.
نظام إدارة علاقات العملاء المصغر: Tasks attach to contacts and deals, which is the right model for follow-ups. There is no built-in timer, so billable work needs a separate app.
⚠️ تحذير: ClickUp’s time tracking is functional but clunky. G2 reviews describe it as slower than a dedicated timer, so agencies billing by the hour should test it first.
4. Workflow Automations
انقر للأعلى: Over 100 pre-built templates cover common triggers, and custom rules handle the rest. The AI automation مقاول بناء writes rules from a plain description, which lowers the barrier for non-technical staff.
نظام إدارة علاقات العملاء المصغر: Tracks give you templated task lists for repeatable business processes like onboarding. Multi-step workflow automations arrive on higher tiers, along with marketing الأتمتة through email marketing tools.
5. Reporting Tools and Analytics
انقر للأعلى: Dashboards track KPIs, team capacity, and project health in real time. Sprint reports and burndown charts serve development teams. The catch is that reporting features sit in several different corners of the app.
نظام إدارة علاقات العملاء المصغر: The sales dashboard covers conversion rates, pipeline health, and revenue forecasting. You generate reports on sales performance from one screen. Note that the free plan has no reporting at all.
6. Integrations and Your Tech Stack
انقر للأعلى: Over 1,000 tools connect directly, including Slack, Google Drive, and Zoom. Templates speed up the setup once the connections exist.
نظام إدارة علاقات العملاء المصغر: Around 60 native connections cover Xero, QuickBooks, and Mailchimp, with Zapier opening another 1,000. Google Workspace lets you add contacts straight from Gmail. Microsoft 365 support is similar, though full integration is limited by one-way sync.
⚠️ تحذير: Capsule’s one-way sync means edits inside Capsule do not push back to Google Workspace or Microsoft 365. Some premium integrations and other integrations also sit behind higher tiers.
7. سهولة الاستخدام وسرعة التعلم
انقر للأعلى: Reviews are split here. The depth that makes it a great tool for complex tasks also makes the first week confusing. Expect a fortnight before the layout feels natural.
نظام إدارة علاقات العملاء المصغر: Simplicity is the selling point. Teams get productive on day one because there is less to learn. That same restraint is why power users outgrow it.
8. Mobile Apps and Support
انقر للأعلى: The mobile app has an offline mode for capturing tasks and reminders. Support runs 24/7 through live chat, but you clear an AI chatbot first. A knowledge base and ClickUp University fill the gaps.
نظام إدارة علاقات العملاء المصغر: iOS and Android apps handle contacts and tasks on the road. According to G2 reviews, the mobile experience is useful but rougher than the web app. Support arrives by email, and no help desk chat channel exists.
9. Custom Fields and the AI Assistant
انقر للأعلى: ClickUp Brain answers questions about workloads and time spent across projects. Custom fields are unlimited on paid tiers and capped at 100 uses on the free tier.
نظام إدارة علاقات العملاء المصغر: Custom fields let you tag contacts by industry, source, or renewal date. There is no equivalent AI layer, so analysis stays manual.
10. التسعير والتكلفة
Here is how the paid plans line up side by side.
| المستوى | انقر فوق | كبسولة CRM |
|---|---|---|
| حر | $0 | $0 |
| Entry paid plan | Unlimited — $7/user/month | Starter — $18/user/month |
| Mid tier | Business — $12/user/month | Growth — $36/user/month |
| المستوى الأعلى | المؤسسة - الجمارك | ❌ Not listed |
انقر للأعلى: The Unlimited plan at $7 undercuts most project management tools. The Business plan at $12 adds resource management for growing teams. The Enterprise plan brings single sign on, granular user permissions, and API access.
نظام إدارة علاقات العملاء المصغر: At $18 per user per month, the entry paid plan costs more than double ClickUp’s. You are paying for CRM depth, not project depth. Both figures assume you are billed annually.
سيناريوهات مختلفة
| إذا كنت بحاجة إلى | يختار | لماذا |
|---|---|---|
| ميزانية محدودة | انقر فوق | $11 cheaper per seat monthly |
| تتبع مسار المبيعات | كبسولة CRM | Deal stages and forecasting built in |
| Manage projects and deadlines | انقر فوق | Gantt charts and workload views |
| حملات التسويق عبر البريد الإلكتروني | كبسولة CRM | Transpond and Mailchimp connect natively |
| أسرع إعداد | كبسولة CRM | Almost no learning curve |
| One tool for a whole team | انقر فوق | Docs, chat, and tasks in one dashboard |
💰 ميزانيتك
ClickUp’s free plan is completely free for an unlimited number of users. Capsule’s free version stops at two seats, so a five-person team hits a paid plan much sooner.
🔌 مجموعة أدواتك التقنية
إذا كنت محاسبة already runs through Xero or QuickBooks, Capsule slots in without extra work. If your team lives in Slack and Google Drive, ClickUp connects more deeply.
📈 عملية البيع الخاصة بك
Teams doing real lead generation need deal values, close dates, and an account manager view. That is CRM territory, and ClickUp’s features do not stretch that far.
🎓 مستوى خبرتك
Solo workers and smaller teams without an ops person often prefer Capsule’s restraint. Marketing teams already comfortable with business software tend to enjoy ClickUp’s depth.
🆓 تجارب وعروض توضيحية مجانية
ClickUp gives you 15 days on paid tiers plus a 30-day refund window. Capsule runs a 14-day trial with no card required, so you can test both in a fortnight.
🛟 خيارات الدعم
Neither offers phone support. ClickUp wins on channels with round-the-clock chat and live training, while Capsule keeps things to email and documentation.
دليل التبديل
Already running one of these? Here is what changes if you move across.
🔄 Switching from ClickUp to Capsule CRM?
✅ ما ستجنيه:
- Real contact records with full communication history
- Deal forecasting and conversion reporting
- A simpler screen your whole team understands immediately
❌ ما ستخسره:
- Gantt charts, timelines, and workload views
- Built-in time tracking and the AI assistant
- Docs, whiteboards, and team communication in one tool
📋 كيفية التبديل:
- Export your client Lists from ClickUp as CSV
- Open a Capsule account and pick a plan
- Import data through Capsule’s CSV mapper, then rebuild pipeline stages
🔄 Switching from Capsule CRM to ClickUp?
✅ ما ستجنيه:
- Far cheaper seats, starting at $7 per person
- Over 1,000 integrations and 100+ automation templates
- Time tracking, goals, and dashboards for project health
❌ ما ستخسره:
- Contact records that log every customer email
- Sales forecasting and pipeline value reporting
- Native Xero, QuickBooks, and Transpond links
📋 كيفية التبديل:
- Export contacts and opportunities from Capsule as CSV
- Create a ClickUp workspace and invite your team
- Import each file into a List, then add custom fields for deal data
ما لم تتناوله مراجعتنا
This comparison focused on small businesses and smaller teams. We did not test Capsule’s Advanced or Ultimate tiers, and we did not evaluate ClickUp’s Enterprise plan features such as guest access, unlimited storage, or HIPAA controls. Our notes reflect the August 2026 versions of both products. If you run 50+ seats or need a full help desk workflow, your priorities will differ from what we cover here.
الحكم النهائي
| فئة | الفائز |
|---|---|
| 💰 الأسعار | انقر فوق |
| 🚀 Task and Project Management | انقر فوق |
| 📇 إدارة جهات الاتصال | كبسولة CRM |
| 📈 تقارير المبيعات | كبسولة CRM |
| 👶 سهولة الاستخدام | كبسولة CRM |
| 🔌 عمليات التكامل | انقر فوق |
| 🤖 AI and Automation | انقر فوق |
| 🏆 الفائز الإجمالي | انقر فوق |
🏆 الفائز: كليك أب
ClickUp wins 4 of 7 categories and holds a high score of 4.3 against 4.0.
الأفضل لـ: Agencies managing client work, product teams shipping features, and any الشركات الصغيرة that wants one dashboard instead of four subscriptions.
Be honest about the job you are hiring for. ClickUp is where work gets planned and finished. Capsule is where customers get remembered.
ClickUp takes the overall win because it does more for less money. Seats cost $7 against $18, and the free tier carries an unlimited number of users. You can assign tasks, manage tasks, and track hours without paying anything.
Capsule remains the better buy for one specific reader. If your week is sales and marketing follow-up rather than delivery work, use Capsule and skip the rest.
Plenty of teams run both. Capsule holds the relationship, ClickUp holds the delivery, and Zapier keeps the two talking.
المزيد من مقارنة كليك أب
Here is how ClickUp measures up against other project management tools:
كليك أب مقابل أسانا
تتفوق شركة كليك أب في: A free tier with unlimited seats, native time tracking, and cheaper paid seats at $7.
تتفوق أسانا في: A calmer first-run experience, tighter workflow rules, and fewer settings to configure before launch.
كليك أب مقابل مونداي.كوم
تتفوق شركة كليك أب في: Value per seat, built-in docs and chat, and no minimum seat count on paid tiers.
موقع Monday.com يفوز في: Colour-coded boards that read faster, smoother onboarding, and stronger sales CRM add-ons.
كليك أب مقابل تريلو
تتفوق شركة كليك أب في: Gantt and timeline views, reporting dashboards, and automation depth beyond simple card rules.
تتفوق تريلو في: Instant setup, a mobile app that loads faster, and a board model anyone grasps in a minute.
تتفوق شركة كليك أب في: Deadline and workload tracking, sprint reporting, and automations that fire without manual updates.
فكرة يفوز في: Long-form documentation, a cleaner editor for wikis, and more flexible database relations.
المزيد من مزايا نظام إدارة علاقات العملاء من كابسول
Here is how Capsule stacks up against other CRMs on the shortlist:
مقارنة بين نظام إدارة علاقات العملاء Capsule CRM ونظام إدارة علاقات العملاء HubSpot
Capsule wins on: Predictable per-seat pricing, a lighter interface, and no upsell path into marketing suites you did not ask for.
تفوقت شركة HubSpot في: Free seats without a contact ceiling, deeper campaign reporting, and a much larger app marketplace.
كبسولة CRM مقابل محرك الأنابيب
Capsule wins on: A free tier Pipedrive does not offer, simpler contact records, and cleaner project boards after the deal closes.
فاز فريق بايب درايف في: Sharper deal-stage automation, activity-based selling prompts, and better goal tracking for reps.
مقارنة بين نظام إدارة علاقات العملاء Capsule CRM ونظام إدارة علاقات العملاء Zoho CRM
Capsule wins on: Faster onboarding, far fewer settings screens, and support that answers without a ticket queue.
يتفوق Zoho CRM في: Cheaper entry seats, new features shipping more often, and a wider suite of connected business apps.
نظام إدارة علاقات العملاء Capsule CRM مقابل Freshsales
Capsule wins on: A gentler learning curve, tidier task tracking, and native محاسبة links through Xero and QuickBooks.
فازت شركة Freshsales في: Built-in phone and chat channels, AI lead scoring, and stronger communication features inside the record.
This video covers more Capsule rivals if you want to widen the shortlist.
الأسئلة الشائعة
ما هي استخدامات نظام إدارة علاقات العملاء Capsule CRM؟
It stores contact records, moves sales opportunities through a pipeline, and logs customer interactions. Small teams use it to manage relationships without the setup burden of larger platforms.
كم تبلغ تكلفة نظام إدارة علاقات العملاء Capsule CRM؟
The free version costs $0 for two users and 250 contacts. Starter is $18/user/month and Growth is $36/user/month, both billed annually.
ما هي استخدامات برنامج ClickUp؟
Teams use it to plan projects, assign work, track hours, and store documents in one workspace. It replaces separate task, doc, and chat apps.
هل تطبيق ClickUp مجاني فعلاً؟
Yes. The Free Forever plan supports unlimited users with no time limit. It caps custom fields at 100 uses, so heavy customisation needs a paid tier.
Which is better for small businesses, Capsule CRM or ClickUp?
ClickUp wins for teams managing projects, at $7 per seat. Capsule suits sales-led teams needing contact records. Ratings sit at 4.3 versus 4.0 overall.
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