⚡ Nhận định nhanh:
- Chạy: ClickUp paid plans start at $7 per user per month. Capsule CRM starts at $18/user/month.
- Phù hợp nhất cho: ClickUp suits teams who manage projects and tasks. Capsule CRM suits teams tracking a sales pipeline.
- Điểm khác biệt chính: Capsule is CRM software built around contact management. ClickUp is project management software built around task management.
- Lựa chọn của chúng tôi: ClickUp, rated 4.3 versus 4.0, because its free plan and $7 tier cover more việc kinh doanh 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.
Toàn cảnh
This Capsule CRM vs ClickUp comparison covers pricing, key features, and ease of use.
Chúng tôi cũng sẽ phân tích chi tiết từng công cụ phù hợp nhất với đối tượng nào.
Của chúng tôi nhà văn spent hands-on time inside ClickUp directly.
Notes on Capsule come from its documentation, pricing pages, and G2 reviews.
Cuối cùng, bạn sẽ biết nền tảng nào phù hợp với doanh nghiệp của mình.
ClickUp là gì?
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.
🏆 Người chiến thắng: 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.
Bảng giá ClickUp
ClickUp offers one free tier and three paid plans.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Miễn phí | $0 | Solo workers and small side projects |
| Không giới hạn | 7 đô la/người dùng/tháng | Smaller teams that manage projects daily |
| Việc kinh doanh | 12 đô la/người dùng/tháng | Growing teams needing resource management |
| Doanh nghiệp | Phong tục | Large firms needing single sign on and HIPAA |
Pricing verified August 2026.
Dùng thử miễn phí: Yes. A 15-day free trial covers the paid plans.
Đảm bảo hoàn tiền: A 30-day money-back guarantee applies to every paid plan.
📌 Ghi chú: 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.
⚠️ Cảnh báo: 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.
Những lợi ích chính của 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.
- Chức năng theo dõi thời gian tích hợp: Bộ đếm thời gian tích hợp và ghi nhật ký thủ công giúp theo dõi số giờ làm việc có thể tính phí so với ước tính. Chế độ xem khối lượng công việc giúp ngăn ngừa tình trạng kiệt sức.
- 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.
- Tích hợp sâu: Over 1,000 tools connect, including Slack, Google Drive, and Zoom.
- Tự động hoá without code: Over 100 pre-built automation templates handle repeatable business operations and save time.
- Tài liệu học tập: ClickUp University, a knowledge base, and live training reduce the setup pain.
Những điều nhóm chúng tôi nhận thấy
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:
Ưu điểm và nhược điểm của ClickUp
✅ Ưu điểm
- Gói miễn phí vĩnh viễn hỗ trợ số lượng người dùng không giới hạn.
- Hơn 1.000 tích hợp, bao gồm Slack, Google Drive và Zoom.
- Customisable dashboards track KPIs, team capacity, and project health
- Docs, chat, and whiteboards remove the need for extra tools
❌ Nhược điểm
- 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
- Không có hỗ trợ qua điện thoại, và trò chuyện trực tuyến bắt đầu bằng AI. chatbot
Capsule CRM là gì?
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.
Bảng giá Capsule CRM
Here is what Capsule CRM cost looks like across its plans.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Miễn phí | $0 | Two users and up to 250 contacts |
| Người mới bắt đầu | 18 đô la/người dùng/tháng | Small businesses starting a sales pipeline |
| Sự phát triển | 36 đô la/người dùng/tháng | Teams needing multiple sales pipelines |
Pricing verified August 2026.
Dùng thử miễn phí: Yes. Paid tiers come with a 14-day trial and no card up front.
Đảm bảo hoàn tiền: No published refund window. You downgrade to the free plan instead.
📌 Ghi chú: 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.
Những lợi ích chính của 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.
- Quy trình bán hàng trực quan: 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.
- Doanh nghiệp nhỏ tích hợp: Xero, QuickBooks, and Mailchimp connect natively. Over 1,000 further apps connect through Zapier.
- Tiếp thị qua email được tích hợp sẵn: Cái Bộ phát đáp 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.
Những điều nhóm chúng tôi nhận thấy
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.
Ưu điểm và nhược điểm của Capsule CRM
✅ Ưu điểm
- 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
❌ Nhược điểm
- 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
So sánh tính năng
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.
| Tính năng | Nhấp chuột lên | Capsule CRM |
|---|---|---|
| Giá khởi điểm | 7 đô la/người dùng/tháng | 18 đô la/người dùng/tháng |
| Gói miễn phí | ✅ Không giới hạn người dùng | ✅ 2 users, 250 contacts |
| Quản lý liên hệ | ❌ | ✅ |
| Quy trình bán hàng | ❌ | ✅ |
| Biểu đồ Gantt | ✅ | ❌ |
| Theo dõi thời gian | ✅ | ❌ |
| Trợ lý AI | ✅ ClickUp Brain | ❌ |
| Tiếp thị qua email | ❌ | ✅ Transpond |
| Trường tùy chỉnh | ✅ | ✅ |
| Tốt nhất cho | Managing projects and tasks | Managing 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.
Capsule 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
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.
Capsule 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
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.
Capsule 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.
⚠️ Cảnh báo: 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 thợ xây writes rules from a plain description, which lowers the barrier for non-technical staff.
Capsule CRM: Tracks give you templated task lists for repeatable business processes like onboarding. Multi-step workflow automations arrive on higher tiers, along with marketing tự động hóa through email marketing tools.
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.
Capsule 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
ClickUp: Over 1,000 tools connect directly, including Slack, Google Drive, and Zoom. Templates speed up the setup once the connections exist.
Capsule CRM: 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.
⚠️ Cảnh báo: 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. Độ dễ sử dụng và khả năng học hỏi
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.
Capsule 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
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.
Capsule 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
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.
Capsule CRM: Custom fields let you tag contacts by industry, source, or renewal date. There is no equivalent AI layer, so analysis stays manual.
10. Định giá & Chi phí
Here is how the paid plans line up side by side.
| Cấp độ | Nhấp chuột lên | Capsule CRM |
|---|---|---|
| Miễn phí | $0 | $0 |
| Gói trả phí khi đăng ký | Không giới hạn — 7 đô la/người dùng/tháng | Gói cơ bản — 18 đô la/người dùng/tháng |
| Hạng trung | Doanh nghiệp — 12 đô la/người dùng/tháng | Tăng trưởng — 36 đô la/người dùng/tháng |
| Hạng cao nhất | Doanh nghiệp — Tùy chỉnh | ❌ Không được liệt kê |
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.
Capsule 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.
Các kịch bản khác nhau
| Nếu bạn cần… | Chọn | Tại sao |
|---|---|---|
| Ngân sách eo hẹp | Nhấp chuột lên | $11 cheaper per seat monthly |
| Theo dõi quy trình bán hàng | Capsule CRM | Deal stages and forecasting built in |
| Manage projects and deadlines | Nhấp chuột lên | Gantt charts and workload views |
| Chiến dịch tiếp thị qua email | Capsule CRM | Transpond and Mailchimp connect natively |
| Thiết lập nhanh nhất | Capsule CRM | Almost no learning curve |
| One tool for a whole team | Nhấp chuột lên | Docs, chat, and tasks in one dashboard |
💰 Ngân sách của bạn
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.
🔌 Bộ công nghệ của bạn
Nếu bạn kế toán 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.
📈 Quy trình bán hàng của bạn
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.
🎓 Trình độ kinh nghiệm của bạn
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.
🆓 Dùng thử và bản demo miễn phí
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.
🛟 Các tùy chọn hỗ trợ
Neither offers phone support. ClickUp wins on channels with round-the-clock chat and live training, while Capsule keeps things to email and documentation.
Hướng dẫn chuyển đổi
Already running one of these? Here is what changes if you move across.
🔄 Switching from ClickUp to Capsule CRM?
✅ Những lợi ích bạn sẽ nhận được:
- Real contact records with full communication history
- Deal forecasting and conversion reporting
- A simpler screen your whole team understands immediately
❌ Những gì bạn sẽ mất:
- Gantt charts, timelines, and workload views
- Built-in time tracking and the AI assistant
- Docs, whiteboards, and team communication in one tool
📋 Cách chuyển đổi:
- 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?
✅ Những lợi ích bạn sẽ nhận được:
- Far cheaper seats, starting at $7 per person
- Over 1,000 integrations and 100+ automation templates
- Time tracking, goals, and dashboards for project health
❌ Những gì bạn sẽ mất:
- Contact records that log every customer email
- Sales forecasting and pipeline value reporting
- Native Xero, QuickBooks, and Transpond links
📋 Cách chuyển đổi:
- Xuất danh bạ và cơ hội từ Capsule dưới dạng CSV.
- Tạo không gian làm việc ClickUp và mời nhóm của bạn.
- Import each file into a List, then add custom fields for deal data
Những điều mà bài đánh giá của chúng tôi chưa đề cập
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.
Phán quyết cuối cùng
| Loại | Người thắng |
|---|---|
| 💰 Giá cả | Nhấp chuột lên |
| 🚀 Task and Project Management | Nhấp chuột lên |
| 📇 Liên hệ quản lý | Capsule CRM |
| 📈 Báo cáo bán hàng | Capsule CRM |
| 👶 Dễ sử dụng | Capsule CRM |
| 🔌 Tích hợp | Nhấp chuột lên |
| 🤖 Trí tuệ nhân tạo và Tự động hóa | Nhấp chuột lên |
| 🏆 Người chiến thắng chung cuộc | Nhấp chuột lên |
🏆 NGƯỜI CHIẾN THẮNG: CLICKUP
ClickUp wins 4 of 7 categories and holds a high score of 4.3 against 4.0.
Phù hợp nhất cho: Agencies managing client work, product teams shipping features, and any doanh nghiệp nhỏ 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.
So sánh thêm về ClickUp
Here is how ClickUp measures up against other project management tools:
ClickUp so với Asana
ClickUp thắng thế nhờ: A free tier with unlimited seats, native time tracking, and cheaper paid seats at $7.
Asana thắng nhờ: A calmer first-run experience, tighter workflow rules, and fewer settings to configure before launch.
ClickUp so với Monday.com
ClickUp thắng thế nhờ: Value per seat, built-in docs and chat, and no minimum seat count on paid tiers.
Monday.com thắng lớn với: Colour-coded boards that read faster, smoother onboarding, and stronger sales CRM add-ons.
ClickUp so với Trello
ClickUp thắng thế nhờ: Gantt and timeline views, reporting dashboards, and automation depth beyond simple card rules.
Trello vượt trội ở các điểm sau: Instant setup, a mobile app that loads faster, and a board model anyone grasps in a minute.
ClickUp thắng thế nhờ: Deadline and workload tracking, sprint reporting, and automations that fire without manual updates.
Khái niệm thắng nhờ: Long-form documentation, a cleaner editor for wikis, and more flexible database relations.
So sánh thêm về Capsule CRM
Here is how Capsule stacks up against other CRMs on the shortlist:
So sánh Capsule CRM và HubSpot
Capsule thắng nhờ: Predictable per-seat pricing, a lighter interface, and no upsell path into marketing suites you did not ask for.
HubSpot thắng nhờ: Free seats without a contact ceiling, deeper campaign reporting, and a much larger app marketplace.
Capsule CRM so với Truyền động đường ống
Capsule thắng nhờ: A free tier Pipedrive does not offer, simpler contact records, and cleaner project boards after the deal closes.
Pipedrive thắng nhờ: Sharper deal-stage automation, activity-based selling prompts, and better goal tracking for reps.
So sánh Capsule CRM và Zoho CRM
Capsule thắng nhờ: Faster onboarding, far fewer settings screens, and support that answers without a ticket queue.
Zoho CRM vượt trội ở các điểm sau: Cheaper entry seats, new features shipping more often, and a wider suite of connected business apps.
So sánh Capsule CRM và Freshsales
Capsule thắng nhờ: A gentler learning curve, tidier task tracking, and native kế toán links through Xero and QuickBooks.
Freshsales thắng nhờ: 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.
Câu hỏi thường gặp
Capsule CRM được dùng để làm gì?
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 có giá bao nhiêu?
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 được dùng để làm gì?
Teams use it to plan projects, assign work, track hours, and store documents in one workspace. It replaces separate task, doc, and chat apps.
Ứng dụng ClickUp có thực sự miễn phí không?
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.
English 
Spanish 
Chinese 
German 
French 
Arabic 
Russian 
Portuguese 
Japanese 
Korean 
Italian 
Turkish 
Dutch 
Polish 
Indonesian 
Thai 
Vietnamese 