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ClickUp vs Close CRM: Which is The Right One in 2026?

bởi | Last updated Jun 12, 2026

Người thắng
nhấp chuột lên
4.3
  • Free Plan, Unlimited Users
  • Hơn 1.000 tích hợp
  • Gantt, Kanban & Calendar Views
  • Tính năng theo dõi thời gian tích hợp
  • ClickUp Brain AI Trợ lý
  • 1,000+ Workflow Templates
  • Paid Plans from $7/user/mo
Chạy lên
Đóng CRM
3.3
  • Built-in Calling & SMS
  • Trình quay số dự đoán và mạnh mẽ
  • Single Sales Hộp thư đến
  • Smart Views for Leads
  • Call Coaching for Reps
  • 80+ Integrations
  • Paid Plans from $35/seat/mo

⚡ Quick Verdict:

  • Chạy: ClickUp starts at $7 per user. Close CRM starts at $35 per seat each month.
  • Phù hợp nhất cho: ClickUp suits project management and task management. Close CRM suits sales teams running outbound calls.
  • Điểm khác biệt chính: ClickUp is a project management platform. Close CRM is a customer relationship management tool with built in calling.
  • Our pick: ClickUp for most users. It manages projects, tasks, and team communication in one workspace.
ClickUp vs Close CRM Comparison

ClickUp and Close CRM solve two different problems.

One helps you manage projects and tasks.

The other helps you close more deals over the phone.

Chọn sai sẽ lãng phí tiền bạc và thời gian.

This full comparison breaks down both tools in plain terms.

By the end, you will know which tool fits your team.

Toàn cảnh

This ClickUp vs Close CRM comparison covers pricing, core features, and ease of use.

We also break down who each tool works best for.

Our writers signed up for both and explored the apps directly.

Those notes appear in the “What Our Team Noticed” sections below.

Sources include published specs, documentation, and G2 reviews.

ClickUp là gì?

ClickUp is a project management software built for teams.

It helps you plan, track, and manage projects in one workspace.

You can create tasks, assign tasks, and view tasks in many ways.

ClickUp includes Gantt charts, a Kanban board, calendars, and timelines.

It also centralizes docs, calendars, and team communication in one place.

That cuts down on tool switching across your tech stack.

Watch the ClickUp review video below to see it in action.

Nhấp chuột lên

⭐ 4.3/5 | 💰 Từ $7/người dùng/tháng

ClickUp manages projects, tasks, and docs in one workspace. The free plan supports unlimited users. Paid plans start at $7 per user.

Bảng giá ClickUp

Here is what ClickUp costs in 2026. Let’s break down the ClickUp plans.

Kế hoạchGiáTốt nhất cho
Miễn phí$0Solo workers wanting essential features
Không giới hạn7 đô la/người dùng/thángTeams that manage multiple projects
Việc kinh doanh12 đô la/người dùng/thángMarketing teams and Business operations
Doanh nghiệpPhong tụcLarge companies needing single sign on

Pricing verified June 2026.

Bảng giá Clickup

Dùng thử miễn phí: ClickUp offers a 15-day free trial on paid plans. No credit card is needed to test the free plan.

Đảm bảo hoàn tiền: ClickUp cung cấp chính sách hoàn tiền trong vòng 30 ngày cho tất cả các gói trả phí.

📌 Ghi chú: ClickUp’s free plan allows an unlimited number of users. It includes a limit of 100 uses of custom fields. The Enterprise plan adds HIPAA compliance and user permissions for large companies.

⚠️ Cảnh báo: You must upgrade your entire workspace at once. All members move to the paid plan together. ClickUp does not offer discounts for mixing free and paid seats.

Những lợi ích chính của ClickUp

Here is what makes ClickUp worth considering:

  • One workspace: ClickUp centralizes tasks, docs, and chat. This reduces tool switching and saves time across business operations.
  • Flexible views: Use a Kanban board, Gantt charts, list, or calendar. The same project can be viewed many ways.
  • Time tracking: Built-in timers log billable hours. Workload views help with resource management and prevent burnout.
  • ClickUp Brain: Cái này trợ lý AI tracks workloads and time. It also drafts and summarizes content.
  • Hơn 1.000 tích hợp: ClickUp connects to Slack, Google Drive, and Zoom. It also offers api access for developers.
  • Tự động hoá: Over 100 pre-built rules handle repetitive new tasks. Custom automations cut busy work.
  • Real time editing: Docs, chat, and whiteboards support live team communication and real time editing.
Nhấp chuột lên
Lợi ích hàng đầu của ClickUp

What Our Team Noticed

Của chúng tôi nhà văn signed up for ClickUp and used it for several real projects. Here is what stood out from that hands-on time:

Trải nghiệm cá nhân khi sử dụng ClickUp

Ưu điểm và nhược điểm của ClickUp

✅ Ưu điểm
  • Free forever plan supports an unlimited number of users
  • Flexible views including Gantt charts and Kanban board
  • Built-in time tracking and resource management tools
  • Over 1,000 integrations including Google Drive and Slack
❌ Nhược điểm
  • The interface feels complex and overwhelming for new users
  • Các công cụ báo cáo nằm rải rác và khó tìm.
  • Live chat support routes you through an AI chatbot first

Close CRM là gì?

Close CRM is a customer relationship management tool for sales teams.

It is built for small to medium businesses that close more deals by phone.

Close offers built in calling, SMS, and email in a single inbox.

Sales reps can dial leads straight from the app on desktop or mobile device.

The tool tracks every call, email, and follow ups on one timeline.

This cuts manual dữ liệu entry and keeps the sales process moving.

Watch the Close CRM review video below to see how it works.

Đánh giá Close CRM: Khơi dậy thành công trong kinh doanh với Close CRM!

Đóng CRM

⭐ 3.3/5 | 💰 From $35/seat/month

Close CRM puts calling, SMS, and email in one inbox. It suits sales teams that live on the phone. Paid plans start at $35 per seat.

Bảng giá CRM

Here is what Close CRM costs in 2026. Each plan is priced per seat.

Kế hoạchGiáTốt nhất cho
Những điều cần thiết35 đô la/ghế/thángStartup features for small teams
Sự phát triển99 đô la/ghế/thángProfessional features and automation
Tỉ lệ139 đô la/ghế/thángAdvanced features and call coaching

Pricing verified June 2026.

Bảng giá CRM

Dùng thử miễn phí: Close offers a 14-day free trial. No credit card is required to start.

Đảm bảo hoàn tiền: Close does not publish a standard refund window. Cancel before renewal to avoid the next charge.

📌 Ghi chú: Higher tiers add power dialer, call coaching, and email sequences. The entry plan still includes built in calling and texting.

⚠️ Cảnh báo: Some Close documentation still lists older plan names like Startup, Professional, and Enterprise at $49, $99, and $139 when billed annually. The current tiers are Essentials, Growth, and Scale. Confirm the live price before you buy.

Những lợi ích chính của Close CRM

Here is what makes Close CRM worth considering:

  • Built in calling: Make phone calls from the browser. No separate phone system is needed for your sales team.
  • Power dialer: The predictive dialer and power dialer let reps dial multiple numbers fast. This helps you reach more leads.
  • Single inbox: Email, calls, and SMS sit in one view. Reps manage tiếp cận cộng đồng mà không cần thay đổi công cụ.
  • Chế độ xem thông minh: Filter leads by criteria to focus on the best prospects. This supports a tighter sales process.
  • Huấn luyện qua điện thoại: Managers join live calls to coach sales reps. This builds full team engagement during onboarding.
  • Thiết lập nhanh: A CSV import tool and one-click migration help you import data from other CRMs in minutes.
  • Công cụ email: Email templates, bulk email, and email sequences automate follow ups to customers and clients.
Đóng trang chủ CRM
Đóng các lợi ích hàng đầu của CRM

What Our Team Noticed

Our writer signed up for Close CRM and tested the calling and lead tools. Here is what stood out from that hands-on time:

Trải nghiệm cá nhân hóa CRM

Ưu điểm và nhược điểm của Close CRM

✅ Ưu điểm
  • Best-in-class calling with power and predictive dialer
  • Simple to learn, so the whole sales team gets started fast
  • Free one-click migration help when you switch from other CRMs
  • Calling, SMS, and email sit in a single inbox
❌ Nhược điểm
  • Reporting is weak and harder to analyze than rival crm options
  • Less customizable, with limited custom objects and custom graphs
  • Entry pricing is high for a doanh nghiệp nhỏ với ngân sách eo hẹp

So sánh tính năng

Ready to dig into a detailed comparison of ClickUp vs Close CRM?

We will explore nine key features so you can match the right tool to your work. ClickUp leans toward project management. Close CRM leans toward sales.

Tính năngNhấp chuột lênĐóng CRM
Giá khởi điểm7 đô la/người dùng/tháng35 đô la/ghế/tháng
Gói miễn phí
Quản lý nhiệm vụ
Gọi điện thoại tích hợp
Biểu đồ Gantt
Trình quay số điện thoại
Theo dõi thời gian
Trợ lý AI✅ ClickUp Brain✅ Trí tuệ nhân tạo bán hàng
Tích hợp1,000+80+
Tốt nhất choQuản lý dự ánTiếp cận bán hàng

1. Task & Lead Management

ClickUp: ClickUp is built to manage tasks and manage projects. You create tasks, assign tasks to a team member, and set a due date. A multi-level hierarchy holds Workspaces, Folders, Lists, and Subtasks. Subtasks break complex tasks into smaller steps for complex projects.

quản lý dự án clickup

Đóng CRM: Close manages leads, not project tasks. Smart Views filter prospects so sales reps focus on hot deals. It tracks contacts and customer relationships across the full sales process.

Quản lý khách hàng tiềm năng CRM hiệu quả

⚠️ Cảnh báo: Close CRM is not a project management platform. If you need task management, ClickUp is the clear fit.

2. Boards, Views & Pipelines

ClickUp: ClickUp offers a Kanban board, list, calendar, and Gantt charts. The same project can be viewed many ways. This flexibility helps marketing teams plan multiple projects at once.

clickup kanban

Đóng CRM: Close uses a visual pipeline view to spot bottlenecks. Teams can build multiple pipelines for different sales processes. The single inbox keeps every message in one stream.

Đóng quản lý hộp thư đến CRM

3. Time Tracking & Conversations

ClickUp: ClickUp includes built-in time tracking with native timers and manual logging. You track billable hours against estimates. Workload views support resource management for the whole team.

Theo dõi thời gian ClickUp

Đóng CRM: Close logs every conversation on a profile timeline. Reps see all phone calls, emails, and texts in one place. This keeps a clear record of outreach without manual data entry.

Kết thúc cuộc trò chuyện CRM

4. Tự động hóa

ClickUp: ClickUp automates repetitive work with over 100 pre-built rules. You can also build custom automations. This helps teams save time on routine new tasks.

công cụ tự động hóa AI Clickup

Đóng CRM: Close runs workflows and automated follow ups. Reminders trigger the next phone calls or email at the right moment. This lifts response rates without extra effort.

Đóng quy trình tự động hóa CRM

5. Templates & Setup

ClickUp: ClickUp offers over 1,000 pre-built templates for many workflows. Nhà xây dựng templates speed up setup for new projects. This is one of ClickUp’s features that solo workers and smaller teams love.

mẫu xây dựng clickup

Đóng CRM: Close keeps setup simple with a CSV import tool and one-click migration. A built-in ROI calculator helps you model the value of more deals. Most teams are live within the free trial.

Đóng công cụ tính toán ROI CRM

6. Calendar & Integrations

ClickUp: ClickUp Calendar links tasks to dates and timelines. The platform connects to over 1,000 other tools, including Google Drive, Slack, and Zoom meetings. Developers also get api access.

Nhấp chuột lên

Đóng CRM: Close integrates with over 80 other tools, including Zoom and Zapier. It covers the core apps a sales team needs. The list is smaller than ClickUp’s catalog.

Tích hợp phổ biến với Close CRM

7. Tính năng AI

ClickUp: ClickUp’s AI Notetaker captures ghi chú cuộc họp and action items. It turns talk into tasks automatically. This is part of a wider set of AI features inside the platform.

Nhấp chuột lên

Đóng CRM: Close Sales AI drafts replies and summarizes calls. It helps reps write faster email sequences and bulk email. The focus stays on selling, not project work.

Đóng CRM Bán hàng AI

8. Search & Reporting

ClickUp: Enterprise Search scans tasks, docs, and connected apps from one bar. Custom dashboards track KPIs and project health in real time. Reporting tools can feel scattered until you build your own view.

Nhấp chuột lên

Đóng CRM: Close gives quick KPI reports for sales teams. Reporting is lighter than rival CRMs, with limited custom graphs. Heavy data teams may want more depth.

Đóng báo cáo và phân tích CRM

9. AI Assistant & Advanced Tools

ClickUp: ClickUp Brain is the built-in ai assistant. It tracks workloads, drafts docs, and answers questions about your work. It sits across the entire workspace.

Nhấp chuột lên

Đóng CRM: Advanced CRM tools add custom objects, call coaching, and richer bảo vệ controls on higher tiers. These professional features suit growing sales teams. Setup stays lighter than a full enterprise CRM.

Đóng CRM Nâng cao CRM

10. Định giá & Chi phí

Hãy cùng so sánh các gói giá cạnh nhau.

Kế hoạchNhấp chuột lênĐóng CRM
Miễn phí$0 (không giới hạn người dùng)❌ Không có gói miễn phí
Lối vàoUnlimited — $7/user/monthEssentials — $35/seat/month
GiữaBusiness — $12/user/monthGrowth — $99/seat/month
Đứng đầuEnterprise — CustomScale — $139/seat/month

ClickUp: ClickUp is far cheaper for most teams. The free forever plan covers unlimited users. Paid plans run $7 to $12 per user, so budgets stretch further.

Đóng CRM: Close costs more per seat because calling is built in. The price buys a phone system, dialer, and CRM in one. For phone-heavy sales teams, that bundle can pay off.

Các kịch bản khác nhau

Nếu bạn cần…ChọnTại sao
Ngân sách eo hẹpNhấp chuột lênFree plan, $7 paid plan
Gọi điện thoại tích hợpĐóng CRMPhone system included
Quản lý nhiệm vụNhấp chuột lênFull project tools
Outbound salesĐóng CRMDialer and pipelines
Beginner-friendly startĐóng CRMSimpler, smaller learning curve

💰 Ngân sách của bạn

ClickUp wins on price with a completely free tier and a $7 unlimited plan. Close CRM starts at $35 per seat, since the business plan bundles a phone system.

🔌 Bộ công nghệ của bạn

ClickUp connects to over 1,000 other tools and has api access for any developer. Close CRM links to 80+ apps, which covers most sales tech stack needs.

📝 Your Daily Work

Pick ClickUp if your day is tasks, docs, and deadlines. Pick Close CRM if your day is phone calls, follow ups, and closing more deals.

🎓 Trình độ kinh nghiệm của bạn

ClickUp has a steeper learning curve, but ClickUp University, a deep knowledge base, and live training help. Close CRM is simpler and faster to learn for a new sales team.

🆓 Dùng thử và bản demo miễn phí

ClickUp gives a 15-day free trial on paid plans plus a free forever plan. Close CRM offers a 14-day free trial with no card required.

🛟 Các tùy chọn hỗ trợ

Neither tool has standard phone support. ClickUp adds live onboarding training and user permissions on higher tiers. Close offers proactive onboarding help and product updates by email.

Hướng dẫn chuyển đổi

Bạn đã sử dụng một trong những công cụ này rồi? Dưới đây là những điều bạn cần biết nếu chuyển sang sử dụng công cụ khác.

🔄 Switching from ClickUp to Close CRM?

✅ Những lợi ích bạn sẽ nhận được:

  • Built in calling and SMS to reach more leads
  • Power dialer and predictive dialer to dial multiple numbers
  • Call coaching to train sales reps live

❌ Những gì bạn sẽ mất:

  • Task management, Gantt charts, and the Kanban board
  • Built-in time tracking and the whiteboard feature
  • The free plan and unlimited storage on higher tiers

📋 Cách chuyển đổi:

  1. Export your contacts and deals from ClickUp as a CSV
  2. Create a Close CRM account and start the free trial
  3. Import data with the one-click migration tool
🔄 Switching from Close CRM to ClickUp?

✅ Những lợi ích bạn sẽ nhận được:

  • A full project management platform to manage projects
  • A free forever plan with an unlimited number of users
  • Whiteboards, docs, and strong communication features

❌ Những gì bạn sẽ mất:

  • Built in calling and the power dialer
  • Smart Views tuned for sales prospects
  • The single sales inbox for calls and email

📋 Cách chuyển đổi:

  1. Export your leads and notes from Close CRM
  2. Create a ClickUp account on the free plan
  3. Import data and set up your first Workspace

What Our Review Didn’t Cover

This comparison focused on small businesses and growing teams. We did not test enterprise rollouts, single sign on at scale, or deep guest access controls. Our notes reflect the June 2026 versions of both apps. If you manage large companies or need heavy reporting, your priorities may differ from what we covered here.

Phán quyết cuối cùng

LoạiNgười thắng
💰 Giá cảNhấp chuột lên
🚀 Các tính năng chínhNhấp chuột lên
📞 Sales CallingĐóng CRM
🎯 Dễ sử dụngĐóng CRM
🔌 Tích hợpNhấp chuột lên
🧩 FlexibilityNhấp chuột lên
🏆 Người chiến thắng chung cuộcNhấp chuột lên

🏆 NGƯỜI CHIẾN THẮNG: CLICKUP

ClickUp wins 4 out of 6 categories.

Phù hợp nhất cho: project management, task management, marketing teams, and budget-minded small businesses.

ClickUp and Close CRM are two very different products. ClickUp is a project management platform. Close CRM is a sales tool with built in calling.

Close CRM is excellent for phone-heavy sales teams that want to close more deals. Its dialer and single inbox earn a high score for outbound work.

However, if you need to manage projects, tasks, and team communication, ClickUp is the better choice. It does more for less money and serves more types of teams.

So sánh thêm về ClickUp

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

ClickUp so với Asana

ClickUp thắng thế nhờ: free forever plan with unlimited users, built-in time tracking, more custom fields

Asana thắng nhờ: cleaner interface, gentler learning curve, polished mobile app

ClickUp so với Monday.com

ClickUp thắng thế nhờ: better value per user, deeper task hierarchy, more new features each quarter

Monday.com thắng lớn với: simpler setup, colorful boards, easier reporting dashboards

ClickUp so với Trello

ClickUp thắng thế nhờ: Gantt charts, time tracking, and enough features for complex projects

Trello vượt trội ở các điểm sau: dead-simple Kanban board, faster onboarding, lighter feel for solo workers

So sánh thêm về Close CRM

Here is how Close CRM stacks up against other CRMs. The video below covers more Các giải pháp CRM tương tự.

Các công cụ CRM tốt nhất cho nhu cầu của bạn

So sánh Close CRM và HubSpot

Close wins on: built in calling, power dialer, faster setup for small businesses

HubSpot thắng nhờ: free CRM tier, deeper marketing tools, stronger reporting for more leads

So sánh Close CRM và Salesforce

Close wins on: simpler onboarding, calling out of the box, lower admin overhead

Salesforce thắng thế nhờ: custom objects, enterprise reporting, and add-ons for large companies

So sánh Close CRM và Freshsales CRM

Close wins on: sharper calling tools, cleaner single inbox, sales-first focus

Freshsales thắng nhờ: lower entry price, built-in chat, more crm options on the free tier

Câu hỏi thường gặp

Quick answers to common questions about these business software tools, drawn from our ClickUp review and Close testing.

ClickUp được dùng để làm gì?

ClickUp is project management software. Teams use it to plan, assign tasks, and track work in one workspace. It also handles docs, time tracking, and team communication.

ClickUp có giá bao nhiêu?

ClickUp has a free forever plan. The Unlimited plan costs $7 per user monthly. The Business plan is $12 per user. The Enterprise plan uses custom pricing.

Close CRM được sử dụng để làm gì?

Close CRM helps sales teams close more deals. It bundles calling, SMS, and email in one inbox. A dialer drives fast outreach to leads and customers.

Is ClickUp better than Close CRM?

They serve different jobs. ClickUp wins for project management and task management. Close CRM wins for outbound calling. Choose Close for phone-heavy sales teams that need other features around the dialer.

Close khác biệt với các hệ thống CRM khác như thế nào?

Close builds calling and texting straight into the CRM. Most rivals need add-ons. This sales-first focus sets it apart, though reporting is lighter than some crm options.

Fahim Joharder, Người sáng lập

Fahim Joharder, Người sáng lập

Đã thử nghiệm hơn 900 công cụ AI. Hơn 250.000 độc giả mỗi tháng.

🤝 Về hợp tác:

📩 fahim@fahimai.com hoặc Đặt lịch gọi

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