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Capsule CRM vs ClickUp: Which is Right for You in 2026?

oleh | Last updated Aug 5, 2026

Pemenang
klik naik
4.3
  • 1.000+ Integrasi
  • Tampilan Gantt, Kanban & Kalender
  • ClickUp Brain Asisten AI
  • Bangun Pencatatan Waktu
  • Paket Gratis dengan Pengguna Tak Terbatas
  • 30- Hari Money- Jaminan Kembali
  • Paket Berbayar mulai dari $7/pengguna/bulan
Runner Up
kapsul
4.0
  • Manajemen Kontak Terintegrasi
  • Free Version for 250 Contacts
  • Xero, QuickBooks & Mailchimp
  • 60+ Integrasi Asli
  • Saluran Penjualan Kustom
  • iOS & Android Aplikasi Seluler
  • Paket Berbayar mulai dari $18/pengguna/bulan

⚡ Kesimpulan Singkat:

  • Harga: ClickUp paid plans start at $7 per user per month. Capsule CRM starts at $18/user/month.
  • Cocok untuk: ClickUp suits teams who manage projects and tasks. Capsule CRM suits teams tracking a sales pipeline.
  • Perbedaan utama: Capsule is CRM software built around contact management. ClickUp is project management software built around task management.
  • Pilihan kami: ClickUp, rated 4.3 versus 4.0, because its free plan and $7 tier cover more bisnis processes for less money.
Capsule vs ClickUp Comparison

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.

Tinjau

This Capsule CRM vs ClickUp comparison covers pricing, key features, and ease of use.

Kami juga menjabarkan siapa yang paling cocok menggunakan setiap alat tersebut.

Kita penulis spent hands-on time inside ClickUp directly.

Notes on Capsule come from its documentation, pricing pages, and G2 reviews.

Pada akhirnya, Anda akan tahu platform mana yang paling sesuai untuk bisnis Anda.

Apa itu 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.

KlikUp

Here is a short ClickUp review video before we get into the numbers.

🏆 Pemenang: ClickUp

⭐ 4.3/5 | 💰 From $7 per user per month

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.

Harga ClickUp

ClickUp offers one free tier and three paid plans.

RencanaHargaTerbaik untuk
Bebas$0Solo workers and small side projects
Tak terbatas$7/pengguna/bulanSmaller teams that manage projects daily
Bisnis$12/pengguna/bulanGrowing teams needing resource management
PerusahaanKebiasaanLarge firms needing single sign on and HIPAA

Pricing verified August 2026.

Harga Clickup

Uji coba gratis: Yes. A 15-day free trial covers the paid plans.

Garansi uang kembali: A 30-day money-back guarantee applies to every paid plan.

📌 Catatan: 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.

⚠️ Peringatan: 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.

Manfaat Utama 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.
  • Pelacakan waktu bawaan: Pengatur waktu bawaan dan pencatatan manual melacak jam kerja yang dapat ditagih dibandingkan dengan perkiraan. Tampilan beban kerja membantu mencegah kelelahan.
  • ClickUp Brain: 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.
  • Integrasi mendalam: Over 1,000 tools connect, including Slack, Google Drive, and Zoom.
  • Otomatis without code: Over 100 pre-built automation templates handle repeatable business operations and save time.
  • Sumber Belajar: ClickUp University, a knowledge base, and live training reduce the setup pain.
Manfaat utama ClickUp

Apa yang Tim Kami Amati

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:

pengalaman pribadi clickup

Kelebihan & Kekurangan ClickUp

✅ Kelebihan
  • Paket gratis selamanya mendukung jumlah pengguna yang tidak terbatas.
  • Lebih dari 1.000 integrasi termasuk Slack, Google Drive, dan Zoom.
  • Customisable dashboards track KPIs, team capacity, and project health
  • Docs, chat, and whiteboards remove the need for extra tools
❌ Kekurangan
  • 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
  • Tidak ada dukungan telepon, dan obrolan langsung dimulai dengan AI. chatbot

Apa itu 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.

Halaman Utama Kapsul

This Capsule CRM review video walks through the main screens.

Capsule CRM - Ulasan & Demo

Runner Up: Capsule CRM

⭐ 4.0/5 | 💰 Mulai dari $18/pengguna/bulan

A simple CRM solution for tracking deals and customer interactions. The free version covers 250 contacts and two users. Setup takes minutes, not weeks.

Harga CRM Kapsul

Here is what Capsule CRM cost looks like across its plans.

RencanaHargaTerbaik untuk
Bebas$0Two users and up to 250 contacts
Starter$18/pengguna/bulanSmall businesses starting a sales pipeline
Pertumbuhan$36/pengguna/bulanTeams needing multiple sales pipelines

Pricing verified August 2026.

Harga CRM Kapsul

Uji coba gratis: Yes. Paid tiers come with a 14-day trial and no card up front.

Garansi uang kembali: No published refund window. You downgrade to the free plan instead.

📌 Catatan: 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.

Manfaat Utama dari Capsule CRM

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.
  • Alur penjualan visual: 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.
  • Usaha kecil integrasi: Xero, QuickBooks, and Mailchimp connect natively. Over 1,000 further apps connect through Zapier.
  • Pemasaran email terintegrasi: Itu Transaksi 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.

Apa yang Tim Kami Amati

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.

Kelebihan & Kekurangan Capsule CRM

✅ Kelebihan
  • 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
❌ Kekurangan
  • 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

Perbandingan Fitur

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.

FiturKlikUpKapsul CRM
Harga Mulai$7/pengguna/bulan$18/pengguna/bulan
Paket Gratis✅ Pengguna tak terbatas✅ 2 users, 250 contacts
Manajemen Kontak
Saluran Penjualan
Bagan Gantt
Pencatatan Waktu
Asisten AI✅ ClickUp Brain
Pemasaran Email✅ Transpond
Bidang Kustom
Terbaik untukManaging projects and tasksManaging a sales process

1. Contact Management and Customer Data

ClickUp: 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.

manajemen proyek clickup

CRM Kapsul: 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.

Manajemen Kontak Kapsul

2. Sales Pipelines and Project Boards

ClickUp: 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.

clickup kanban

CRM Kapsul: 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.

Saluran penjualan kapsul

3. Task Management and Time Tracking

ClickUp: 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.

pelacakan waktu clickup

CRM Kapsul: 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.

Pelacakan Tugas

⚠️ Peringatan: 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

ClickUp: Over 100 pre-built templates cover common triggers, and custom rules handle the rest. The AI automation pembangun writes rules from a plain description, which lowers the barrier for non-technical staff.

Pembuat otomatisasi AI ClickUp

CRM Kapsul: Tracks give you templated task lists for repeatable business processes like onboarding. Multi-step workflow automations arrive on higher tiers, along with marketing otomasi through email marketing tools.

✅ Cara Mengirim Email dengan Capsule CRM🔴

5. Reporting Tools and Analytics

ClickUp: 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.

KlikUp

CRM Kapsul: 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.

Apakah Anda Menguntungkan? Cara Menggunakan Analisis Penjualan Capsule CRM

6. Integrations and Your Tech Stack

ClickUp: Over 1,000 tools connect directly, including Slack, Google Drive, and Zoom. Templates speed up the setup once the connections exist.

templat pembuat clickup

CRM Kapsul: 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.

Mengintegrasikan WPForms dengan Capsule CRM | Tutorial Langkah demi Langkah | Bit Integrations

⚠️ Peringatan: 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. Kemudahan Penggunaan dan Kurva Pembelajaran

ClickUp: 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.

KlikUp

CRM Kapsul: 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.

Demo dan Tutorial Lengkap Capsule CRM untuk Merampingkan Proses Bisnis Anda

8. Mobile Apps and Support

ClickUp: 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.

KlikUp

CRM Kapsul: 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.

Aplikasi Capsule CRM - cara mengaturnya dan apa saja yang dapat Anda lakukan di dalamnya!

9. Custom Fields and the AI Assistant

ClickUp: 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.

KlikUp

CRM Kapsul: Custom fields let you tag contacts by industry, source, or renewal date. There is no equivalent AI layer, so analysis stays manual.

Kapsul - Cara Menambahkan Bidang Kustom

10. Harga & Biaya

Here is how the paid plans line up side by side.

TingkatKlikUpKapsul CRM
Bebas$0$0
Paket berlangganan berbayarTak Terbatas — $7/pengguna/bulanPaket Pemula — $18/pengguna/bulan
Tingkat menengahBisnis — $12/pengguna/bulanPertumbuhan — $36/pengguna/bulan
Tingkat teratasPerusahaan — Kustom❌ Tidak tercantum

ClickUp: 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.

CRM Kapsul: 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.

Skenario yang Berbeda

Jika Anda Membutuhkan…MemilihMengapa
Anggaran ketatKlikUp$11 cheaper per seat monthly
Pelacakan saluran penjualanKapsul CRMDeal stages and forecasting built in
Manage projects and deadlinesKlikUpGantt charts and workload views
Kampanye pemasaran emailKapsul CRMTranspond and Mailchimp connect natively
Pengaturan tercepatKapsul CRMAlmost no learning curve
One tool for a whole teamKlikUpDocs, chat, and tasks in one dashboard

💰 Anggaran Anda

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.

🔌 Susunan Teknologi Anda

Jika Anda akuntansi 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.

📈 Proses Penjualan Anda

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.

🎓 Tingkat Pengalaman Anda

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.

🆓 Uji Coba dan Demo Gratis

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.

🛟 Opsi Dukungan

Neither offers phone support. ClickUp wins on channels with round-the-clock chat and live training, while Capsule keeps things to email and documentation.

Panduan Pengalihan

Already running one of these? Here is what changes if you move across.

🔄 Switching from ClickUp to Capsule CRM?

✅ Apa yang akan Anda peroleh:

  • Real contact records with full communication history
  • Deal forecasting and conversion reporting
  • A simpler screen your whole team understands immediately

❌ Apa yang akan Anda rugikan:

  • Gantt charts, timelines, and workload views
  • Built-in time tracking and the AI assistant
  • Docs, whiteboards, and team communication in one tool

📋 Cara beralih:

  1. Export your client Lists from ClickUp as CSV
  2. Open a Capsule account and pick a plan
  3. Import data through Capsule’s CSV mapper, then rebuild pipeline stages
🔄 Switching from Capsule CRM to ClickUp?

✅ Apa yang akan Anda peroleh:

  • Far cheaper seats, starting at $7 per person
  • Over 1,000 integrations and 100+ automation templates
  • Time tracking, goals, and dashboards for project health

❌ Apa yang akan Anda rugikan:

  • Contact records that log every customer email
  • Sales forecasting and pipeline value reporting
  • Native Xero, QuickBooks, and Transpond links

📋 Cara beralih:

  1. Ekspor kontak dan peluang dari Capsule sebagai CSV.
  2. Buat ruang kerja ClickUp dan undang tim Anda.
  3. Import each file into a List, then add custom fields for deal data

Apa yang Tidak Kami Bahas dalam Ulasan Kami

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.

Keputusan Akhir

KategoriPemenang
💰 HargaKlikUp
🚀 Task and Project ManagementKlikUp
📇 Manajemen KontakKapsul CRM
📈 Pelaporan PenjualanKapsul CRM
👶 Kemudahan PenggunaanKapsul CRM
🔌 IntegrasiKlikUp
🤖 AI dan OtomatisasiKlikUp
🏆 Pemenang KeseluruhanKlikUp

🏆 PEMENANG: CLICKUP

ClickUp wins 4 of 7 categories and holds a high score of 4.3 against 4.0.

Cocok untuk: Agencies managing client work, product teams shipping features, and any usaha kecil 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.

Perbandingan Lebih Lanjut tentang ClickUp

Here is how ClickUp measures up against other project management tools:

ClickUp vs Asana

ClickUp unggul dalam hal: A free tier with unlimited seats, native time tracking, and cheaper paid seats at $7.

Asana menang dalam hal: A calmer first-run experience, tighter workflow rules, and fewer settings to configure before launch.

ClickUp vs Monday.com

ClickUp unggul dalam hal: Value per seat, built-in docs and chat, and no minimum seat count on paid tiers.

Monday.com menang dalam hal: Colour-coded boards that read faster, smoother onboarding, and stronger sales CRM add-ons.

ClickUp vs Trello

ClickUp unggul dalam hal: Gantt and timeline views, reporting dashboards, and automation depth beyond simple card rules.

Trello unggul dalam hal: Instant setup, a mobile app that loads faster, and a board model anyone grasps in a minute.

ClickUp vs Notion

ClickUp unggul dalam hal: Deadline and workload tracking, sprint reporting, and automations that fire without manual updates.

Notion menang pada: Long-form documentation, a cleaner editor for wikis, and more flexible database relations.

Perbandingan Lebih Lanjut tentang Capsule CRM

Here is how Capsule stacks up against other CRMs on the shortlist:

Capsule CRM vs HubSpot

Capsule menang dalam hal: Predictable per-seat pricing, a lighter interface, and no upsell path into marketing suites you did not ask for.

HubSpot unggul dalam hal: Free seats without a contact ceiling, deeper campaign reporting, and a much larger app marketplace.

Capsule CRM vs Pipedrive

Capsule menang dalam hal: A free tier Pipedrive does not offer, simpler contact records, and cleaner project boards after the deal closes.

Pipedrive menang dalam hal: Sharper deal-stage automation, activity-based selling prompts, and better goal tracking for reps.

Capsule CRM vs Zoho CRM

Capsule menang dalam hal: Faster onboarding, far fewer settings screens, and support that answers without a ticket queue.

Zoho CRM unggul dalam hal: Cheaper entry seats, new features shipping more often, and a wider suite of connected business apps.

Capsule CRM vs Freshsales

Capsule menang dalam hal: A gentler learning curve, tidier task tracking, and native akuntansi links through Xero and QuickBooks.

Freshsales menang dalam hal: 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.

https://youtu.be/2xQW5pN8A0E

Pertanyaan Yang Sering Muncul

Capsule CRM digunakan untuk apa?

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.

Berapa harga 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.

ClickUp digunakan untuk apa?

Teams use it to plan projects, assign work, track hours, and store documents in one workspace. It replaces separate task, doc, and chat apps.

Apakah ClickUp benar-benar gratis?

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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