⚡ 간단 평가:
- 가격: ClickUp paid plans start at $7 per user per month. Capsule CRM starts at $18/user/month.
- 다음과 같은 경우에 가장 적합합니다: ClickUp suits teams who manage projects and tasks. Capsule CRM suits teams tracking a sales pipeline.
- 주요 차이점: Capsule is CRM software built around contact management. ClickUp is project management software built around task management.
- 저희가 선택한 제품: ClickUp, rated 4.3 versus 4.0, because its free plan and $7 tier cover more 사업 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.
개요
This Capsule CRM vs ClickUp comparison covers pricing, key features, and ease of use.
또한 각 도구가 누구에게 가장 적합한지 분석해 보았습니다.
우리의 작가 spent hands-on time inside ClickUp directly.
Notes on Capsule come from its documentation, pricing pages, and G2 reviews.
결론적으로, 어떤 플랫폼이 여러분의 비즈니스에 가장 적합한지 알게 될 것입니다.
ClickUp이란 무엇인가요?
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.
🏆 우승: 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.
ClickUp 가격 책정
ClickUp offers one free tier and three paid plans.
| 계획 | 가격 | 가장 적합한 대상 |
|---|---|---|
| 무료 | $0 | Solo workers and small side projects |
| 제한 없는 | 사용자당 월 7달러 | Smaller teams that manage projects daily |
| 사업 | 사용자당 월 12달러 | Growing teams needing resource management |
| 기업 | 관습 | Large firms needing single sign on and HIPAA |
Pricing verified August 2026.
무료 체험: Yes. A 15-day free trial covers the paid plans.
환불 보장: A 30-day money-back guarantee applies to every paid plan.
📌 메모: 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.
⚠️ 경고: 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.
ClickUp의 주요 이점
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.
- 내장된 시간 추적 기능: 기본 타이머와 수동 로깅 기능을 통해 청구 가능 시간을 예상 시간과 비교하여 추적할 수 있습니다. 작업량 보기 기능은 업무 과로를 방지하는 데 도움이 됩니다.
- 클릭업 브레인: 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.
- 심층 통합: Over 1,000 tools connect, including Slack, Google Drive, and Zoom.
- 오토메이션 without code: Over 100 pre-built automation templates handle repeatable business operations and save time.
- 학습 자료: ClickUp University, a knowledge base, and live training reduce the setup pain.
우리 팀이 발견한 점
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:
ClickUp의 장점과 단점
✅ 장점
- 평생 무료 플랜은 사용자 수에 제한이 없습니다.
- Slack, Google Drive, Zoom 등 1,000개 이상의 서비스와 연동 가능
- Customisable dashboards track KPIs, team capacity, and project health
- Docs, chat, and whiteboards remove the need for extra tools
❌ 단점
- 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
- 전화 지원은 제공되지 않으며, 실시간 채팅은 AI가 시작합니다. 챗봇
캡슐 CRM이란 무엇인가요?
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.
캡슐 CRM 가격 책정
Here is what Capsule CRM cost looks like across its plans.
| 계획 | 가격 | 가장 적합한 대상 |
|---|---|---|
| 무료 | $0 | Two users and up to 250 contacts |
| 기동기 | 사용자당 월 18달러 | Small businesses starting a sales pipeline |
| 성장 | 사용자당 월 36달러 | Teams needing multiple sales pipelines |
Pricing verified August 2026.
무료 체험: Yes. Paid tiers come with a 14-day trial and no card up front.
환불 보장: No published refund window. You downgrade to the free plan instead.
📌 메모: 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.
캡슐 CRM의 주요 이점
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.
- 시각적 판매 파이프라인: 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.
- 소규모 사업체 통합: Xero, QuickBooks, and Mailchimp connect natively. Over 1,000 further apps connect through 자피어.
- Loading... 그만큼 트랜스폰드 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.
우리 팀이 발견한 점
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.
캡슐 CRM의 장점과 단점
✅ 장점
- 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
❌ 단점
- 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
기능 비교
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.
| 특징 | 클릭업 | 캡슐 CRM |
|---|---|---|
| 시작 가격 | 사용자당 월 7달러 | 사용자당 월 18달러 |
| 무료 플랜 | ✅ 사용자 수 무제한 | ✅ 2 users, 250 contacts |
| 연락처 관리 | ❌ | ✅ |
| 영업 파이프라인 | ❌ | ✅ |
| 간트 차트 | ✅ | ❌ |
| 시간 추적 | ✅ | ❌ |
| AI 어시스턴트 | ✅ 클릭업 브레인 | ❌ |
| 이메일 마케팅 | ❌ | ✅ Transpond |
| 사용자 정의 필드 | ✅ | ✅ |
| 가장 적합한 대상 | Managing projects and tasks | Managing a sales process |
1. Contact Management and Customer Data
클릭업: 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.
캡슐 CRM: 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
클릭업: 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.
캡슐 CRM: 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
클릭업: 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.
캡슐 CRM: 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.
⚠️ 경고: 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
클릭업: Over 100 pre-built templates cover common triggers, and custom rules handle the rest. The AI automation 건축업자 writes rules from a plain description, which lowers the barrier for non-technical staff.
캡슐 CRM: Tracks give you templated task lists for repeatable business processes like onboarding. Multi-step workflow automations arrive on higher tiers, along with marketing 오토메이션 through email marketing tools.
5. Reporting Tools and Analytics
클릭업: 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.
캡슐 CRM: 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
클릭업: Over 1,000 tools connect directly, including Slack, Google Drive, and Zoom. Templates speed up the setup once the connections exist.
캡슐 CRM: Around 60 native connections cover Xero, QuickBooks, and 메일침프, 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.
⚠️ 경고: 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. 사용 편의성 및 학습 곡선
클릭업: 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.
캡슐 CRM: 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
클릭업: 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.
캡슐 CRM: 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
클릭업: 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.
캡슐 CRM: Custom fields let you tag contacts by industry, source, or renewal date. There is no equivalent AI layer, so analysis stays manual.
10. 가격 및 비용
Here is how the paid plans line up side by side.
| 층 | 클릭업 | 캡슐 CRM |
|---|---|---|
| 무료 | $0 | $0 |
| 유료 플랜 | 무제한 — 사용자당 월 7달러 | 스타터 플랜 — 사용자당 월 18달러 |
| 중급 | 기업용 — 사용자당 월 12달러 | 성장형 모델 — 사용자당 월 36달러 |
| 최상위 | 기업용 — 맞춤형 | ❌ 목록에 없음 |
클릭업: 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.
캡슐 CRM: 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.
다양한 시나리오
| 필요하시면 | 선택하다 | 왜 |
|---|---|---|
| 빠듯한 예산 | 클릭업 | $11 cheaper per seat monthly |
| 판매 파이프라인 추적 | 캡슐 CRM | Deal stages and forecasting built in |
| Manage projects and deadlines | 클릭업 | Gantt charts and workload views |
| Loading... | 캡슐 CRM | Transpond and Mailchimp connect natively |
| 가장 빠른 설치 | 캡슐 CRM | Almost no learning curve |
| One tool for a whole team | 클릭업 | Docs, chat, and tasks in one dashboard |
💰 예산
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.
🔌 사용 중인 기술 스택
만약 당신이 회계 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.
📈 귀사의 영업 프로세스
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.
🎓 귀하의 경험 수준
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.
🆓 무료 체험 및 데모
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.
🛟 지원 옵션
Neither offers phone support. ClickUp wins on channels with round-the-clock chat and live training, while Capsule keeps things to email and documentation.
전환 가이드
Already running one of these? Here is what changes if you move across.
🔄 Switching from ClickUp to Capsule CRM?
✅ 얻게 될 이점:
- Real contact records with full communication history
- Deal forecasting and conversion reporting
- A simpler screen your whole team understands immediately
❌ 잃게 될 것:
- Gantt charts, timelines, and workload views
- Built-in time tracking and the AI assistant
- Docs, whiteboards, and team communication in one tool
📋 전환 방법:
- 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?
✅ 얻게 될 이점:
- Far cheaper seats, starting at $7 per person
- Over 1,000 integrations and 100+ automation templates
- Time tracking, goals, and dashboards for project health
❌ 잃게 될 것:
- Contact records that log every customer email
- Sales forecasting and pipeline value reporting
- Native Xero, QuickBooks, and Transpond links
📋 전환 방법:
- Capsule에서 연락처 및 기회 정보를 CSV 파일로 내보내기
- ClickUp 워크스페이스를 만들고 팀원을 초대하세요
- Import each file into a List, then add custom fields for deal data
저희 리뷰에서 다루지 않은 내용
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.
최종 판결
| 범주 | 우승자 |
|---|---|
| 💰 가격 | 클릭업 |
| 🚀 Task and Project Management | 클릭업 |
| 📇 연락처 관리 | 캡슐 CRM |
| 📈 매출 보고 | 캡슐 CRM |
| 👶 사용 편의성 | 캡슐 CRM |
| 🔌 통합 | 클릭업 |
| 🤖 인공지능과 자동화 | 클릭업 |
| 🏆 종합 우승 | 클릭업 |
🏆 우승: 클릭업
ClickUp wins 4 of 7 categories and holds a high score of 4.3 against 4.0.
다음과 같은 경우에 가장 적합합니다: Agencies managing client work, product teams shipping features, and any 소규모 사업 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.
ClickUp과 비교했을 때 더 많은 정보
Here is how ClickUp measures up against other project management tools:
ClickUp vs Asana
ClickUp이 다음 분야에서 우위를 점했습니다: A free tier with unlimited seats, native time tracking, and cheaper paid seats at $7.
Asana가 다음 항목에서 승리했습니다: A calmer first-run experience, tighter workflow rules, and fewer settings to configure before launch.
ClickUp vs Monday.com
ClickUp이 다음 분야에서 우위를 점했습니다: Value per seat, built-in docs and chat, and no minimum seat count on paid tiers.
Monday.com이 다음 항목에서 승리했습니다: Colour-coded boards that read faster, smoother onboarding, and stronger sales CRM add-ons.
ClickUp vs Trello
ClickUp이 다음 분야에서 우위를 점했습니다: Gantt and timeline views, reporting dashboards, and automation depth beyond simple card rules.
Trello가 다음 분야에서 승리했습니다: Instant setup, a mobile app that loads faster, and a board model anyone grasps in a minute.
ClickUp이 다음 분야에서 우위를 점했습니다: Deadline and workload tracking, sprint reporting, and automations that fire without manual updates.
개념 승리 항목: Long-form documentation, a cleaner editor for wikis, and more flexible database relations.
캡슐 CRM 비교
Here is how Capsule stacks up against other CRMs on the shortlist:
캡슐이 승리한 항목: Predictable per-seat pricing, a lighter interface, and no upsell path into marketing suites you did not ask for.
HubSpot이 다음 분야에서 우위를 차지했습니다: Free seats without a contact ceiling, deeper campaign reporting, and a much larger app marketplace.
캡슐 CRM vs 파이프드라이브
캡슐이 승리한 항목: A free tier Pipedrive does not offer, simpler contact records, and cleaner project boards after the deal closes.
Pipedrive는 다음 항목에서 승리했습니다: Sharper deal-stage automation, activity-based selling prompts, and better goal tracking for reps.
캡슐이 승리한 항목: Faster onboarding, far fewer settings screens, and support that answers without a ticket queue.
Zoho CRM이 다음 항목에서 우위를 차지했습니다: Cheaper entry seats, new features shipping more often, and a wider suite of connected business apps.
Capsule CRM과 Freshsales 비교
캡슐이 승리한 항목: A gentler learning curve, tidier task tracking, and native 회계 links through Xero and QuickBooks.
Freshsales가 다음 부문에서 승리했습니다: 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.
자주 묻는 질문
Capsule CRM은 무엇에 사용되나요?
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.
Capsule CRM 가격은 얼마인가요?
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.
ClickUp은 무엇에 사용되나요?
Teams use it to plan projects, assign work, track hours, and store documents in one workspace. It replaces separate task, doc, and chat apps.
Loading...
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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