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Copper CRM vs Capsule CRM: Which Is The Right One in 2026?

bởi | Last updated Jul 6, 2026

Người thắng
viên nang
4.0
  • Gói miễn phí cho 250 liên hệ
  • Works with Google & MS 365
  • 1,000+ Apps via Zapier
  • Project Boards Built In
  • Custom Sales Pipelines
  • Clean, Easy Interface
  • Các gói trả phí từ 18 đô la/tháng
Chạy lên
CRM đồng
3.5
  • Được xây dựng cho Google Workspace
  • Manage Deals Inside Gmail
  • No Manual Dữ liệu Lối vào
  • Bao gồm tiện ích mở rộng Chrome.
  • 30,000+ Customers
  • Dùng thử miễn phí 14 ngày
  • Các gói trả phí từ 9 đô la/tháng

⚡ Quick Verdict:

  • Chạy: Đồng CRM starts at $9/seat/month. Capsule CRM has a free plan, then $18 per user per month.
  • Phù hợp nhất cho: Copper CRM suits Google Workspace teams. Capsule CRM fits doanh nghiệp nhỏ that want simple contact management.
  • Điểm khác biệt chính: Copper lives inside your Gmail hộp thư đến. Capsule works with Google and Microsoft 365.
  • Our pick: Capsule CRM for most users. It costs less to start and works beyond Google products.
Copper CRM vs Capsule CRM Comparison

Picking a sales CRM often comes down to one habit.

Do you run your whole sales process inside Gmail?

Copper CRM was built for exactly that.

Capsule CRM takes a wider path for small businesses.

Both handle contacts, leads, and deals well.

But they fit different teams and budgets.

Toàn cảnh

This Copper CRM vs Capsule CRM comparison covers pricing, core features, and ease of use.

We also show who each CRM software works best for.

Our sources include product documentation, pricing pages, and G2 reviews.

Của chúng tôi nhà văn also spent hands-on time with Copper CRM directly.

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

Copper CRM là gì?

Copper CRM is a sales CRM built for Google Workspace.

It lives inside your Gmail inbox as a Chrome extension.

Copper launched in 2012 as a Gmail extension for Google users.

It grew into a full customer relationship management tool.

The main goal is to cut manual data entry from your day.

Copper pulls contact details straight from your email.

Hướng dẫn sử dụng Copper CRM | Cách sử dụng Copper CRM dành cho người mới bắt đầu (2026)

Đồng CRM

⭐ 3.5/5 | 💰 Từ $9/ghế/tháng

The CRM software made for Google Workspace. Manage leads and deals inside Gmail. No extra tabs, less manual data entry.

Bảng giá CRM Copper

Here is what Copper CRM pricing looks like in 2026. Let’s break it down.

Kế hoạchGiáTốt nhất cho
Người mới bắt đầu9 đô la/ghế/thángOrganizing new contacts only
Nền tảng23 đô la/ghế/thángSmall teams and sales reps
Chuyên nghiệp59 đô la/ghế/thángGrowing teams that automate tasks
Việc kinh doanh99 đô la/ghế/thángFull pipelines and báo cáo

Pricing verified January 2026.

Bảng giá CRM Copper

Dùng thử miễn phí: Yes. Copper offers a 14-day free trial with no charge upfront.

Đảm bảo hoàn tiền: Copper does not publish a set refund window. Test it during the trial first.

📌 Ghi chú: The Starter plan lacks pipeline features. It only organizes contacts. You need the Basic plan or higher to create pipelines.

⚠️ Cảnh báo: The table shows annual per-seat rates. Paid monthly, plans run higher (about $29 Basic, $69 Professional, $134 Việc kinh doanh). Copper’s pricing also climbs steeply between tiers.

Những lợi ích chính của CRM đồng

Here is what makes Copper CRM worth a look:

  • Tích hợp Google Workspace: Copper’s integration syncs emails, meetings, and contact data. It connects Gmail and Google Calendar, plus Google Docs, Google Sheets, and Google Drive.
  • Làm việc từ Gmail: Create tasks directly and add new contacts from your inbox. You can log a new lead without switching tabs.
  • Quy trình làm việc tự động hóa: Copper can automate tasks and repetitive steps. This removes busywork for your sales team.
  • Pipelines and lead scoring: Build visual pipelines and run multiple pipelines. Lead scoring helps sales reps focus on hot deals.
  • Công cụ email: Send automated emails and set up an email sequence on the Business tier. Save email templates for quick replies.
  • Custom reporting: Build sales reports and easily track pipeline health. Activity tracking logs calls and texts in the mobile app.
  • Bảo vệ: Data encryption and two-factor authentication follow Google’s security standards.
Những lợi ích hàng đầu của Copper CRM
Trang chủ Copper CRM

What Our Team Noticed

Our writer signed up for Copper and used it for everyday sales tasks. Here is what stood out from that hands-on time:

Trải nghiệm cá nhân với Copper CRM

Ưu điểm và nhược điểm của Copper CRM

✅ Ưu điểm
  • Deep Google Workspace integration inside Gmail
  • Cuts manual data entry with auto-filled records
  • User-friendly API for custom builds
  • Giá cả minh bạch, không có phí ẩn.
❌ Nhược điểm
  • Google Workspace only, so no native Microsoft 365
  • Pricing is high and climbs fast per tier
  • Marketing runs on an outside tool, Outfunnel

Capsule CRM là gì?

Capsule CRM is a cloud-based CRM for small businesses.

It focuses on simple contact management and a clean interface.

The crm system is user friendly and needs little training.

Small teams use Capsule to track contacts, deals, and tasks.

It connects to Google Workspace (formerly G Suite) and Microsoft 365.

That wider reach sets it apart from Google-only tools.

Our full Capsule CRM review breaks down every plan in depth.

Capsule CRM - Đánh giá & Bản demo

🏆 Winner: Capsule CRM

⭐ 4.0/5 | 💰 Free plan, then $18/user/month

A simple sales CRM for small businesses. Track contacts, deals, and projects in one dashboard. Works with Google and Microsoft.

Bảng giá Capsule CRM

Here is the Capsule CRM cost for each plan in 2026. Let’s break it down.

Kế hoạchGiáTốt nhất cho
Miễn phí$0Up to 250 contacts and 2 users
Người mới bắt đầu18 đô la/người dùng/thángSmall teams that need pipelines
Sự phát triển36 đô la/người dùng/thángBusinesses that want reporting and tự động hóa

Pricing verified January 2026.

Bảng giá Capsule CRM

Dùng thử miễn phí: Capsule offers a free version. You can test the tool before you pick a paid plan.

Đảm bảo hoàn tiền: No set refund window is listed. The free plan lets you try Capsule at no cost.

📌 Ghi chú: The free version covers 250 contacts, 2 users, and 50MB storage. It does not include reporting. You save up to 15% if you pay annually.

⚠️ Cảnh báo: Capsule also sells higher paid tiers (Advanced and Ultimate) with more storage and contacts. Exact rates shift over time, so check the pricing page before you buy.

Những lợi ích chính của Capsule CRM

Here is what makes Capsule a great tool for small teams:

  • Quản lý liên hệ: Keep customer data and contact records in one dashboard. You get a single view of every client’s customer interactions.
  • Quy trình bán hàng: Build multiple sales pipelines and track sales opportunities across the sales cycle. This supports lead management and lead generation.
  • Tasks and projects: Templated task lists keep businesses on track. Project boards link to won deals for post-sale account management.
  • Tiếp thị qua email: Cái Bộ phát đáp integration adds marketing automation for marketing campaigns. Its AI content assists with writing emails.
  • Phóng sự: Reporting tools and reporting features generate reports on conversion rates and forecasting. These help you keep track of business processes.
  • Tích hợp: Over 60 native links plus 1,000+ apps via Zapier. Premium integrations and other integrations include Xero, QuickBooks và Mailchimp.
  • Các trường tùy chỉnh: Add custom fields so records fit your sales and marketing workflow.
Trang chủ Capsule

What Our Team Noticed

We have not had deep hands-on time with Capsule yet. The notes below draw on Capsule’s documentation and G2 reviews.

G2 reviews highlight the clean, user friendly interface and fast onboarding. Capsule’s documentation describes project boards that link to won deals. Both point to a tool built for small businesses that want simple account management, not heavy setup.

Ưu điểm và nhược điểm của Capsule CRM

✅ Ưu điểm
  • Gói miễn phí dành cho tối đa 250 liên lạc
  • Clean, user friendly interface with fast onboarding
  • Works with Google Workspace and Microsoft 365
  • 1,000+ integrations through Zapier
❌ Nhược điểm
  • Fewer advanced features than bigger CRM providers
  • Free version has no reporting tools
  • Email tracking needs a BCC step

So sánh tính năng

Ready to dig into Copper CRM vs Capsule CRM feature by feature? We compare nine key areas so you can match each tool to your sales process. The table gives you a fast overview first.

Tính năngĐồng CRMCapsule CRM
Giá khởi điểm9 đô la/ghế/tháng18 đô la/người dùng/tháng
Gói miễn phí
Không gian làm việc của Google✅ Bản địa
Microsoft 365
Quản lý liên hệ
Multiple Pipelines
Tự động hóa quy trình làm việc
Tiếp thị qua emailVia OutfunnelVia Transpond
Tốt nhất choNhóm Google WorkspaceDoanh nghiệp nhỏ

1. Tích hợp Google Workspace

Đồng: This is Copper’s core strength. Copper’s integration is native, so you manage deals from Gmail and Google Calendar without extra tabs. The Google Workspace integration syncs email, meetings, and files, which few other CRM tools match for Google products.

Copper CRM Google Workspace

Tóm tắt: Capsule also links to Google, but its full integration reaches wider. It supports Microsoft 365 too, plus 60+ native links and other integrations through Zapier. Sync is one-way, so edits in Capsule do not push back to Google.

Tích hợp WPForms với Capsule CRM | Hướng dẫn từng bước | Bit Integrations

2. Quản lý liên hệ

Đồng: Copper auto-fills contact records from your inbox, so new contacts appear with less manual data entry. Some users report glitches, like contact info that disappears. It handles people and companies well for Google teams.

Dữ liệu nhập khẩu Copper CRM

Tóm tắt: Contact management is a Capsule highlight. You get a 360-degree view of each client’s history in one dashboard. Custom fields let you shape contact records around your own sales process.

Quản lý liên hệ Capsule

3. Sales Pipelines and Opportunities

Đồng: Copper lets you create pipelines and run multiple pipelines by stage. Sales reps can easily track each new lead through the funnel. Note the Starter plan has limited features and skips pipelines entirely.

Đường ống CRM bằng đồng

Tóm tắt: Capsule supports multiple sales pipelines out of the box. You track sales opportunities across the full sales cycle. This makes lead management simple for a growing sales team.

kênh bán hàng viên nang

4. Workflow Automation and Tasks

Đồng: Copper’s workflow automation can automate tasks and cut repetitive steps. You set rules that fire when a deal moves stage. These advanced capabilities sit on the Professional plan and above.

Tác vụ tự động hóa của Copper CRM

Tóm tắt: Capsule uses templated task lists called Tracks for repeatable jobs. Higher tiers add multi-step workflow automations. These tools help teams speed up business processes and keeping track of deadlines.

Theo dõi nhiệm vụ

5. Email and Marketing Tools

Đồng: Copper sends automated emails from your Gmail account and saves email templates. An email sequence needs the Business tier. Its marketing tools run on an outside app, Outfunnel, and cannot send bulk emails with an unsubscribe link.

Mẫu email CRM Copper

Tóm tắt: Capsule adds email marketing through its Transpond integration. You can run marketing campaigns and light marketing automation from one place. Its AI content assists with drafting sales and marketing emails.

✅ Hướng dẫn gửi email bằng Capsule CRM🔴

6. Báo cáo và Phân tích

Đồng: Copper’s custom reporting lets you build your own sales reports and generate reports on pipeline health. Website tracking is not a focus here, so plan for that gap. Reporting is one of the stronger Copper features.

Báo cáo bán hàng CRM Copper

Tóm tắt: Capsule’s sales dashboard shows conversion rates and forecasting. The reporting tools and reporting features are clear and easy to read. Note the free plan drops reporting, so you need a paid plan for it.

Are You Profitable? How to Use Capsule CRM's Sales Analytics

7. Lead Tracking and Scoring

Đồng: Copper adds lead scoring so sales reps rank each new lead by fit. It tracks email opens and clicks for engagement data. This is a step past the core features in many other crms at this price.

Trưởng nhóm theo dõi CRM Copper

Tóm tắt: Capsule keeps lead tracking simple with clear stages and tags. Custom fields let you flag high-value leads by hand. It lacks built-in lead scoring, which is one of its key gaps versus Copper.

Capsule - Cách thêm trường tùy chỉnh

8. Quản lý dự án

Đồng: Copper handles light project management next to deals. You can manage projects and tasks directly from Gmail. It is fine for follow-up work, but not a full project suite.

Quản lý dự án Copper CRM

Tóm tắt: Capsule’s project boards link post-sale delivery work to won deals. An account manager can hand off to other team members with full context. Its mobile app keeps this on your phone too.

Ứng dụng Capsule CRM - hướng dẫn cài đặt và những tính năng bạn có thể sử dụng!

9. Dễ sử dụng

Đồng: Copper feels familiar if you already live in Google products. New users pick up the layout fast. You can also build custom workflow automations once you learn the rules.

Copper CRM Tạo quy trình làm việc

Tóm tắt: Capsule wins on plain simplicity. The easy Capsule setup needs no admin and no long training. This is why many businesses use Capsule as their first crm system.

Bản demo và hướng dẫn đầy đủ về Capsule CRM để tối ưu hóa quy trình kinh doanh của bạn.

10. Giá cả và chi phí

Hãy cùng so sánh các gói giá cạnh nhau.

Kế hoạchĐồng CRMCapsule CRM
Miễn phí$0 (250 contacts)
Lối vào9 đô la/ghế/tháng18 đô la/người dùng/tháng
Giữa23–59 đô la/ghế/tháng36 đô la/người dùng/tháng
Đứng đầu99 đô la/ghế/thángAdvanced & Ultimate

Đồng: Copper starts cheap at $9, but that Starter plan only stores contacts. Real CRM work begins on the Basic plan and up, where cost rises fast. Paid monthly, the price is higher than billed annually.

Tóm tắt: Capsule’s free plan gives new businesses a no-cost start. Paid tiers are simple, and you save when billed annually. For budget-minded teams, it beats most crm providers on entry cost.

Các kịch bản khác nhau

Nếu bạn cần…ChọnTại sao
A free startCapsule CRMGói miễn phí cho 250 liên hệ
Deep Gmail workflowĐồng CRMNative Google Workspace CRM
Microsoft 365 supportCapsule CRMCopper is Google only
Điểm số dẫn đầuĐồng CRMBuilt-in scoring for sales reps
Thiết lập đơn giảnCapsule CRMNo admin, fast onboarding

💰 Ngân sách của bạn

Capsule’s free plan lets small businesses start at no cost. Copper begins at $9 but real features need pricier tiers, and Capsule even offers discounts for non profits.

🔌 Bộ công nghệ của bạn

Pick Copper if your team lives fully in Google products. Choose Capsule if you also use Microsoft 365 or need access to other tools.

📝 Quy trình bán hàng của bạn

Copper adds lead scoring and email tracking for a busy sales process. Capsule keeps pipelines clean and simple for a small sales team.

🎓 Trình độ kinh nghiệm của bạn

New CRM users find Capsule easier to learn. Copper feels natural if you already know Google apps and Gmail.

🆓 Dùng thử và bản demo miễn phí

Copper offers a 14-day free trial. With Capsule, you can open a Capsule account on the free plan and keep it forever.

🛟 Các tùy chọn hỗ trợ

Capsule support runs mostly by email, with no live chat. Neither tool is a full help desk, so treat support as basic.

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 Copper to Capsule?

✅ Những lợi ích bạn sẽ nhận được:

  • A free plan and lower entry cost
  • Microsoft 365 support and more add ons
  • Bảng kế hoạch dự án cho công việc hậu mãi

❌ Những gì bạn sẽ mất:

  • Native, deep Gmail integration
  • Built-in lead scoring
  • Some advanced workflow features

📋 Cách chuyển đổi:

  1. Export contacts and companies from Copper as CSV
  2. Create your Capsule account and pick a plan
  3. Import the file and map your custom fields
🔄 Switching from Capsule to Copper?

✅ Những lợi ích bạn sẽ nhận được:

  • Native Gmail and Google Calendar workflow
  • Lead scoring and email tracking
  • Automatic capture that cuts manual data entry

❌ Những gì bạn sẽ mất:

  • The free plan and low entry price
  • Microsoft 365 support
  • Simple, no-admin setup

📋 Cách chuyển đổi:

  1. Export your Capsule data to CSV
  2. Add the Copper Chrome extension in Gmail
  3. Import records and rebuild your pipelines

What Our Review Didn’t Cover

This comparison focused on small businesses and small sales teams. We did not test large enterprise setups, custom API builds, or every add-on. Our notes reflect the January 2026 versions, so features may be more up to date now. If you manage 50+ users, your priorities on functionality and cost may differ from ours.

Phán quyết cuối cùng

LoạiNgười thắng
💰 Giá cảCapsule CRM
🚀 Các tính năng chínhCà vạt
🔌 Google WorkspaceĐồng CRM
🎯 Ghi điểm dẫn đầuĐồng CRM
👶 Dễ sử dụngCapsule CRM
🔗 Tích hợpCapsule CRM
🏆 Người chiến thắng chung cuộcCapsule CRM

🏆 WINNER: CAPSULE CRM

Capsule CRM wins 3 of 6 categories, plus one tie.

Phù hợp nhất cho: small businesses, mixed Google and Microsoft teams, first-time CRM users

Copper CRM and Capsule CRM solve two different problems. Copper is the specialist that turns Gmail into a full sales CRM. Its key features shine for companies that live in Google Workspace.

Capsule is the flexible pick for small businesses and their clients. It costs less to start, works beyond Google, and gives you all the features most teams need. No perfect CRM exists, but Capsule fits more users at a lower price.

If your whole workflow runs in Gmail, Copper is worth the higher cost. For everyone else, Capsule is the better choice.

So sánh thêm về Copper CRM

Here is how Copper CRM stacks up against other CRMs:

So sánh Copper CRM và HubSpot

Đồng thắng thế nhờ: native Gmail workflow, lower entry price, simpler day-one setup

HubSpot thắng nhờ: free marketing tools, a larger app marketplace, deeper reporting

Đồng CRM so với Salesforce

Đồng thắng thế nhờ: fast Google setup, a friendlier interface, transparent pricing

Salesforce thắng thế nhờ: enterprise scale, deeper customization, a huge integration library

So sánh Copper CRM và Insightly

Đồng thắng thế nhờ: tighter Gmail sync, cleaner email tracking, quicker onboarding

Insightly thắng nhờ: stronger project management, more report layouts, wider platform support

So sánh thêm về Capsule CRM

Here is how Capsule CRM measures up against other CRM software:

Capsule CRM so với Truyền động đường ống

Capsule wins on: a free plan, simpler contact records, built-in project boards

Pipedrive thắng nhờ: sharper pipeline visuals, sales-focused automation, a built-in lead inbox

So sánh Capsule CRM và Zoho CRM

Capsule wins on: easier onboarding, a cleaner interface, faster setup

Zoho CRM vượt trội ở các điểm sau: deeper customization, a broader module range, lower top-tier pricing

So sánh Capsule CRM và Freshsales

Capsule wins on: plain simplicity, a free plan for small teams, Microsoft support

Freshsales thắng nhờ: a built-in phone, AI lead scoring, stronger marketing automation

Câu hỏi thường gặp

Copper CRM được dùng để làm gì?

Copper CRM is a sales CRM for Google Workspace. Teams use it to manage contacts, leads, and deals inside Gmail, which cuts manual data entry.

Tên cũ của Copper CRM là gì?

Copper CRM was formerly called ProsperWorks. It rebranded to Copper in 2018, years after starting as a Gmail extension for Google users.

Capsule CRM phù hợp nhất với mục đích gì?

Capsule CRM is best for small businesses that want simple contact management and pipelines. It suits first-time CRM users on a tight budget.

Capsule CRM có giá bao nhiêu?

Capsule CRM has a free plan for 250 contacts. Paid plans start at $18 per user per month, with higher tiers above that.

Which is better, Copper or Capsule?

Capsule wins for most small businesses on price and ease. Copper is better if your whole sales process runs inside Gmail.

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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