⚡ Nhận định nhanh:
- Chạy: Thứ hai CRM starts at $9 per user per month. Capsule CRM starts at $18/user/month but adds a free plan.
- Phù hợp nhất cho: Monday CRM suits teams managing projects and deals together. Capsule CRM suits small businesses that want simple contact management.
- Điểm khác biệt chính: Monday CRM ships with work management tools like a Kanban board and Gantt chart. Capsule CRM stays focused on the sales pipeline.
- Lựa chọn của chúng tôi: Monday CRM for most users. It covers customer relationship management and project management in one dashboard.
Most teams shopping for CRM software already own a spreadsheet that stopped working.
Monday CRM and Capsule CRM both fix that problem.
But they fix it in very different ways.
One is a full work management platform with a CRM layer on top.
The other is a lean CRM system built for doanh nghiệp nhỏ đội ngũ bán hàng.
Here is how to pick the right one.
Toàn cảnh
This Monday CRM vs Capsule CRM comparison covers pricing, core features, and ease of use.
We also break down which sales team each tool fits best.
Nguồn thông tin của chúng tôi bao gồm các thông số kỹ thuật đã công bố, tài liệu của nhà cung cấp và các bài đánh giá trên G2
By the end you will know which CRM solution matches your budget.
Monday CRM là gì?
Monday CRM is the sales product built on the monday.com work management platform.
It runs on the same boards that power monday.com project management software.
You track deals, contact records, and project timelines in the same workspace.
Monday.com serves over 152,000 customers across more than 200 countries.
The app resembles a set of highly customized spreadsheets with a clean interface.
That design makes it popular with sales, marketing, and human resources teams alike.
Here is a closer look at how the platform works day to day.
🏆 Người chiến thắng: Monday CRM
One workspace for deals, tasks, and project progress. Build boards, dashboards, and tự động hóa features without code.
Bảng giá CRM Thứ Hai
Monday CRM sells three paid plans. Here is what each tier costs.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Nền tảng | 9 đô la/người dùng/tháng | Các nhóm nhỏ theo dõi liên hệ và giao dịch. |
| Tiêu chuẩn | 12 đô la/người dùng/tháng | Teams that need automation features |
| Chuyên nghiệp | 19 đô la/người dùng/tháng | Sales teams needing time tracking and forecasting |
Pricing verified August 2026.
Dùng thử miễn phí: 14 days on paid plans, with no credit card required at signup.
Đảm bảo hoàn tiền: monday.com’s terms describe a 30-day refund window on annual billing.
📌 Ghi chú: Monday.com also lists a limited free plan and an Enterprise plan with custom pricing. Seats are sold in blocks, so a 4-person team pays for 5.
⚠️ Pricing conflict flagged: Some sources quote the Basic plan as $36 per month for three users. Our CSV records $9 per user per month. We use the CSV figure throughout. Check the pricing page before you pay annually.
Những lợi ích chính của Monday CRM
Dưới đây là những lý do khiến Monday CRM đáng để bạn cân nhắc:
- Nhiều chế độ xem dự án: Switch between Kanban, Gantt, timeline, and calendar layouts. The same board renders every view.
- Công cụ xây dựng tự động hóa: A straightforward builder creates custom workflow automation rules in just a few clicks.
- 50+ integrations: Connect Slack, Google Calendar, Microsoft Teams, and Google Sheets. Third party integrations cover most stacks.
- Bảng điều khiển tùy chỉnh: Pull deal data from several boards into one view. Managers see project progress at a glance.
- Learning material: The knowledge base holds hundreds of video tutorials for new users.
- Always-on help: Live chat customer support runs 24/7 on every paid plan.
- Học sinh program: College students and educators get free accounts with selected Pro features.
Những điều nhóm chúng tôi nhận thấy
Note: we have not logged extended hands-on time inside a paid Monday CRM account. The points above come from monday.com documentation, the vendor pricing page, and public G2 reviews. G2 reviews repeatedly flag the customization depth as a strength and the pricing structure as a source of confusion.
Ưu điểm và nhược điểm của CRM vào thứ Hai
✅ Ưu điểm
- Kanban, Gantt, timeline, and calendar views on the same board
- Automation builder handles repeatable business processes without code
- Clean interface that most team members pick up quickly
- Live chat customer support available 24/7
- Built-in time tracking from the Pro plan upward
❌ Nhược điểm
- Pricing structure is complicated and priced in seat blocks
- Customization depth can overwhelm new users at first
- Prices have risen sharply over the last few years
- The free plan caps you at two seats and three boards
Capsule CRM là gì?
Capsule CRM is a cloud-based customer relationship management platform for small businesses.
It centralises people and organisations in one place.
Each record gives a 360-degree view of email, notes, and social profiles.
The company calls this approach “powerful simplicity”.
You get core relationship and sales tools without heavy setup work.
The minimalist interface means no dedicated administrator is needed.
Ứng dụng di động dành cho iOS và Android cover work away from the desk.
The walkthrough below shows how a Capsule account is structured.
🥈 Runner Up: Capsule CRM
A simple CRM system for keeping track of contacts and deals. The free version covers 250 contact records.
Bảng giá Capsule CRM
Capsule CRM starts free. Here is how the paid tiers compare.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Miễn phí | $0 | Solo founders with 250 contacts or fewer |
| Người mới bắt đầu | 18 đô la/người dùng/tháng | Small teams needing reporting features |
| Sự phát triển | 36 đô la/người dùng/tháng | Loading... |
Pricing verified August 2026.
Dùng thử miễn phí: 14 days on every paid plan, and the free version never expires.
Đảm bảo hoàn tiền: no formal refund policy. You cancel and stop billing at the next cycle.
📌 Ghi chú: The free plan covers 2 users, 250 contacts, and 50MB of storage space. Starter lifts that to 30,000 contacts and 10GB. Growth doubles the contacts and gives 20GB of file storage.
⚠️ Pricing conflict flagged: Vendor pages list monthly rates of $21 and $38, plus Advanced ($60) and Ultimate ($75) tiers. Our CSV records the rates billed annually for Free, Starter, and Growth. Discounts of up to 15% apply when you pay annually.
Những lợi ích chính của Capsule CRM
Here is what makes Capsule CRM worth a look:
- Quản lý liên hệ: One record holds every email, call, and file. Nothing sits in a silo.
- Nhiều kênh bán hàng: Build custom pipelines per product line. Each stage tracks sales opportunities separately.
- Bảng dự án: Delivery work links directly to a won deal. This closes the gap after the sales cycle ends.
- Tracks: Templated task lists cover onboarding and other repeatable business processes.
- Tích hợp: Over 60 native links, including Xero, QuickBooks, Mailchimp, and Zapier.
- Công cụ email: Google Workspace and Microsoft 365 sync contacts and calendar events one way.
- Sales analytics: Dashboards report conversion rates, pipeline health, and revenue forecasts.
Những điều nhóm chúng tôi nhận thấy
Note: we have not run a long paid trial of Capsule CRM. The details above come from Capsule’s documentation, its pricing page, and public reviews. G2 reviews praise the contact management and pipeline screens, and criticise the BCC-based email tracking.
Ưu điểm và nhược điểm của Capsule CRM
✅ Ưu điểm
- Free version covers 250 contacts and two seats
- Clean, user friendly screens that need no training
- Over 60 native integrations plus Zapier for the rest
- Project boards link delivery work to closed deals
❌ Nhược điểm
- Ít tính năng nâng cao hơn so với các nhà cung cấp CRM lớn hơn.
- Email tracking needs you to BCC a special address
- Support runs by email, with no live chat option
- The free version has no reporting functionality
So sánh tính năng
These two products overlap on contacts and deals, then split fast. We compared the ten key features that decide most purchases. The summary table gives you the short version.
| Tính năng | CRM Thứ Hai | Capsule CRM |
|---|---|---|
| Giá khởi điểm | 9 đô la/người dùng/tháng | 18 đô la/người dùng/tháng |
| Gói miễn phí | ✅ (2 chỗ ngồi) | ✅ (250 liên hệ) |
| Quản lý liên hệ | ✅ | ✅ |
| Nhiều kênh bán hàng | ✅ | ✅ |
| Chế độ xem biểu đồ Gantt | ✅ | ❌ |
| Theo dõi thời gian | ✅ (Chuyên nghiệp) | ❌ |
| Tiếp thị qua email tích hợp sẵn | ❌ | ✅ |
| Tích hợp gốc | 50+ | 60+ |
| Trò chuyện trực tuyến 24/7 | ✅ | ❌ |
| Tốt nhất cho | Managing projects and deals together | Quản lý liên hệ đơn giản |
1. Contact Management and Custom Fields
CRM ngày thứ Hai: Contacts live on a board, so every column is a field you define. You pick the column type, then choose the options inside it. That flexibility is a strength, but the blank-canvas start can feel like a steep learning curve.
Capsule CRM: Records ship ready to use, with custom fields added on top. Every contact shows communication history, notes, and linked social profiles in one place. Capsule CRM is praised for exactly this kind of contact management.
Field flexibility matters most once your customer data grows past a few hundred rows.
2. Sales Pipeline and Deal Tracking
CRM ngày thứ Hai: Each pipeline is a board with deal stages as groups. Drag a deal sideways and the automation features fire. Sales teams can run several pipelines for different regions or products.
Capsule CRM: The sales pipeline view is the centre of the product. You build multiple sales pipelines that match your sales process, then track sales opportunities by stage and value. Lead management and account management sit on the same screen.
3. Task Management and Project Boards
CRM ngày thứ Hai: Task management comes from the wider work management platform. You get subitems, task dependencies, owners, and deadlines. That makes it a real project management tool, not a bolt-on task list.
Capsule CRM: Tasks attach to a contact or an opportunity, which keeps context tight. Project boards handle post-sale delivery work linked to a won deal. There are no task dependencies, so complex managing projects work belongs elsewhere.
⚠️ Cảnh báo: If your team runs software development sprints or event planning timelines inside the CRM, Capsule CRM will feel thin. Monday CRM handles that load better.
4. Tự động hóa quy trình làm việc
CRM ngày thứ Hai: The automation builder uses plain-English recipes. Pick a trigger, pick an action, and the rule is live. Most teams build their first rule in just a few clicks.
Capsule CRM: Workflow automations cover task creation and stage changes, with multi-step rules reserved for higher tiers. Tracks give you templated checklists for onboarding and renewals. It reduces manual entry, though the rule library is smaller.
5. Dashboards and Advanced Reporting
CRM ngày thứ Hai: Custom dashboards pull widgets from several boards at once. Managers see forecast, workload, and project progress side by side. Advanced reporting widgets sit on the higher paid plans.
Capsule CRM: The sales dashboard reports conversion rates, pipeline health, and revenue forecasting. You can generate reports on activity and win rates from the Starter tier upward. Reporting tools are absent on the free version.
6. Kanban Board and Gantt Charts
CRM ngày thứ Hai: One board renders as a Kanban board, a table, a calendar, or a Gantt chart. Gantt charts show project timelines and dependencies without a second app. This is one of the standout features against smaller CRM tools.
Capsule CRM: Pipelines and project boards use a card layout that works like a Kanban board. There is no Gantt chart view and no timeline planner. For teams comparing project management platforms, that gap matters.
7. Resource Management and AI Tools
CRM ngày thứ Hai: Workload views show which team member is over capacity this week. Built-in time tracking on the Pro plan feeds those numbers. An MCP connector also lets Trợ lý AI read and update boards.
Capsule CRM: There is no workload planner and no native time tracking. Capacity planning for a research team or a marketing pod has to happen elsewhere. AI help is limited to writing assistance inside emails.
💡 Mẹo hay: If you only need deal tracking, resource planning is a feature you will never open. Do not pay for it.
8. Integrations and Email Marketing
CRM ngày thứ Hai: The integrations centre connects over 50 apps, including Slack, Google Calendar, Microsoft Teams, and Google Sheets. Email marketing runs through third party integrations rather than a native sender. Full integration with Gmail and Outlook covers day-to-day mail.
Capsule CRM: Over 60 native links cover Xero, QuickBooks, Mailchimp, and Zapier’s 1,000-plus apps. The Bộ phát đáp integration adds marketing automation and marketing campaigns to the same account. Google Workspace and Microsoft 365 sync one way only, so edits in Capsule do not push back.
Built-in sending matters if lead generation and nurture live in the same tool.
9. Ease of Use, Collaboration and Support
CRM ngày thứ Hai: Collaboration features include a conversation panel on every item, file sharing, mentions, and an activity log. Guest access lets clients discuss work without a paid seat. Support runs 24/7 by live chat, backed by a knowledge base and a community forum.
Capsule CRM: G2 reviews describe the layout as incredibly intuitive, and new users rarely need training. Collaboration tools are lighter: notes and tasks keep other team members on the same page, but there is no chat panel. Support is email-only, with premium support reserved for the top tiers.
10. Định giá & Chi phí
Here is the pricing structure side by side. All figures are per user, per month.
| Cấp độ | CRM Thứ Hai | Capsule CRM |
|---|---|---|
| Miễn phí | Gói miễn phí có giới hạn | $0 (250 liên hệ) |
| Gói trả phí khi đăng ký | Gói cơ bản — 9 đô la/người dùng/tháng | Gói cơ bản — 18 đô la/người dùng/tháng |
| Hạng trung | Tiêu chuẩn — 12 đô la/người dùng/tháng | Tăng trưởng — 36 đô la/người dùng/tháng |
| Upper tier | Phiên bản Pro — 19 đô la/người dùng/tháng | ❌ (not in our data) |
| Kế hoạch doanh nghiệp | Giá tùy chỉnh | ❌ |
CRM ngày thứ Hai: The Basic plan undercuts Capsule’s entry tier by half. Monday’s Pro plan at $19 per user per month still costs less than Capsule’s Growth tier. Seats are sold in blocks, so a small business with four people pays for five.
Capsule CRM: The free version is the real draw for solo founders and non-profits. Paid plans cost more per seat, but you buy exactly the seats you need. An account manager on a two-person team may never outgrow the free tier.
💡 Cost note: Monday CRM is cheaper on the entry plan. Capsule CRM is cheaper at zero users paid, because the free plan never expires.
Các kịch bản khác nhau
| Nếu bạn cần… | Chọn | Tại sao |
|---|---|---|
| A permanent free tier | Capsule CRM | 250 contacts at no cost |
| Cheapest paid seat | CRM Thứ Hai | Giảm một nửa giá vé vào cửa |
| Gantt charts and timelines | CRM Thứ Hai | Capsule has no Gantt view |
| Native email marketing | Capsule CRM | Transpond ships inside the account |
| Managing tasks and deals together | CRM Thứ Hai | Full work management engine |
| Thiết lập trong vòng chưa đầy một giờ | Capsule CRM | No board building required |
💰 Ngân sách của bạn
Monday CRM wins on sticker price at $9 per seat. Capsule CRM wins if you can live inside a free plan.
🔌 Bộ công nghệ của bạn
Accounting-heavy shops lean Capsule for Xero and QuickBooks. Teams already living in Slack and Google Calendar lean Monday CRM. Check the other integrations you rely on before you commit.
📝 Quy trình bán hàng của bạn
A linear pipeline with clean stages fits Capsule CRM. A messy process with handoffs to delivery fits Monday CRM better.
🎓 Trình độ kinh nghiệm của bạn
Creating boards from scratch takes patience, though customizable templates shorten the job. If nobody owns admin work, Capsule CRM is the safer pick.
🆓 Dùng thử và bản demo miễn phí
Both give you 14 days on paid tiers. Import a real contact list, not sample data, or the trial proves nothing.
🛟 Các tùy chọn hỗ trợ
Monday CRM answers by live chat around the clock. Capsule CRM answers by email, which is slower when a sync breaks mid-quarter.
Hướng dẫn chuyển đổi
Already running one of these? Here is what changes when you move.
🔄 Switching from Monday CRM to Capsule CRM?
✅ Những lợi ích bạn sẽ nhận được:
- A free tier that holds 250 contact records forever
- Native email marketing through Transpond
- A simpler screen that new hires learn in a morning
❌ Những gì bạn sẽ mất:
- Gantt charts, timelines, and task dependencies
- Chức năng theo dõi thời gian và xem khối lượng công việc được tích hợp sẵn.
- 24/7 live chat and the conversation panel
📋 Cách chuyển đổi:
- Export each board to CSV, including all the data in custom columns
- Open a Capsule account and map columns to fields
- Import contacts first, then opportunities, then reconnect apps
🔄 Switching from Capsule CRM to Monday CRM?
✅ Những lợi ích bạn sẽ nhận được:
- Project management tools sitting beside the pipeline
- Dashboards that combine sales and delivery data
- A cheaper entry seat and 24/7 chat support
❌ Những gì bạn sẽ mất:
- The permanent free tier for two seats
- Native email sending inside the CRM
- A setup that needs no admin owner
📋 Cách chuyển đổi:
- Export contacts, opportunities, and tasks from Capsule
- Start from a Monday CRM template instead of a blank board
- Rebuild your automations, then invite other team members
Những điều mà bài đánh giá của chúng tôi chưa đề cập
This comparison focused on small businesses and mid-sized sales teams. We did not test enterprise SSO, data residency options, or bulk licensing. Software teams running heavy API work will need to check developer docs directly. Pricing and features were checked in August 2026 and change often.
Phán quyết cuối cùng
| Loại | Người thắng |
|---|---|
| 💰 Giá cả | CRM Thứ Hai |
| 🚀 Các tính năng chính | CRM Thứ Hai |
| 📇 Liên hệ quản lý | Capsule CRM |
| 📊 Báo cáo | CRM Thứ Hai |
| 👶 Dễ sử dụng | Capsule CRM |
| 🔌 Tích hợp | Cà vạt |
| 🛟 Hỗ trợ khách hàng | CRM Thứ Hai |
| 🏆 Người chiến thắng chung cuộc | CRM Thứ Hai |
🏆 NGƯỜI CHIẾN THẮNG: MONDAY CRM
Monday CRM wins 4 of 7 categories.
Phù hợp nhất cho: managing projects and deals together, cross-team work, cheap seats at scale
These are two different products wearing the same label. Monday CRM is a work management engine with sales screens on top. Capsule CRM is a focused CRM system for customer interactions and deals.
Capsule CRM is a great tool if your only job is keeping the pipeline tidy. Its free version beats what most other CRMs give away. Small businesses with two seats may never need to pay.
But Monday CRM covers more ground for less money per seat. You get all the features of a project management platform plus a working pipeline. That is why it takes the top spot here.
So sánh thêm về CRM ngày thứ Hai
Here is how Monday CRM lands against other tools people shortlist:
CRM thắng lớn vào thứ Hai nhờ: cheaper seats, board views that double as project management, workload planning for delivery teams
HubSpot thắng nhờ: a genuinely free CRM tier, native marketing automation, deeper sales sequencing
CRM thứ Hai so với Truyền động đường ống
CRM thắng lớn vào thứ Hai nhờ: multi-team use beyond sales, Gantt and calendar views, dashboards that mix project and deal data
Pipedrive thắng nhờ: a faster sales-only setup, sharper activity reminders, less board configuration up front
CRM thứ Hai so với Nhấp chuột lên
CRM thắng lớn vào thứ Hai nhờ: a tidier interface, 24/7 chat support, a purpose-built CRM product rather than a template
ClickUp thắng thế nhờ: a cheaper first paid tier, more granular task settings, docs and whiteboards included
CRM thứ Hai so với Salesforce
CRM thắng lớn vào thứ Hai nhờ: setup speed without a consultant, lower cost per user, an interface non-sales staff will actually open
Salesforce thắng thế nhờ: depth of configuration, a far larger app marketplace, reporting built for large sales organisations
So sánh thêm về Capsule CRM
Shortlisting Capsule CRM? These are the rivals worth a second look:
So sánh Capsule CRM và HubSpot
Capsule CRM vượt trội nhờ: flat predictable pricing, a much shorter setup, no upsell pressure at every screen
HubSpot thắng nhờ: unlimited free contacts, landing pages and forms, a bigger partner network
So sánh Capsule CRM và Pipedrive
Capsule CRM vượt trội nhờ: a free tier Pipedrive does not offer, project boards after the deal closes, simpler contact records
Pipedrive thắng nhờ: stronger sales forecasting, built-in call tracking, more automation rules per plan
So sánh Capsule CRM và Zoho CRM
Capsule CRM vượt trội nhờ: a cleaner interface, faster onboarding, fewer settings to misconfigure
Zoho CRM vượt trội ở các điểm sau: lower per-seat cost at scale, a wide suite of connected business apps, deeper customisation
So sánh Capsule CRM và Freshsales
Capsule CRM vượt trội nhờ: kế toán integrations like Xero, a lighter learning curve, post-sale delivery boards
Freshsales thắng nhờ: built-in phone and chat channels, AI lead scoring, a more generous entry plan
Câu hỏi thường gặp
Monday có phải là một công cụ CRM không?
Yes. Monday CRM is a dedicated sales product built on the same platform as monday.com work management. It handles contacts, pipelines, and deal automation.
Monday.com có miễn phí sử dụng không?
There is a free plan, but it caps you at two seats and three boards. Paid plans start at $9 per seat each month.
Capsule CRM được dùng để làm gì?
Small teams use Capsule to store contacts, track deals through a pipeline, and log every conversation. Project boards then handle delivery once a deal closes.
Capsule CRM có giá bao nhiêu?
The free tier costs nothing for 250 contacts. Starter runs $18 per user each month and Growth runs $36, with discounts for annual billing.
Đó là CRM tốt nhất software for a small team?
Pick Monday CRM if projects and deals share a workspace. Pick Capsule CRM if you want a simple pipeline and a free tier that never expires.
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