⚡ Nhận định nhanh:
- Chạy: ClickUp paid plans start at $7/user/month. Copper CRM pricing starts at $9/seat/month on the Starter plan.
- Phù hợp nhất cho: ClickUp suits teams that manage projects and complex tasks. Copper fits sales teams living inside Gmail and Google Calendar.
- Điểm khác biệt chính: Copper is a sales CRM built around Google Workspace. ClickUp is a project management platform with task management at its core.
- Lựa chọn của chúng tôi: ClickUp for most users, based on its 4.3 rating, free forever plan, and wider feature set.
These two tools are not really rivals on paper.
Copper CRM tracks leads and deals inside your Gmail hộp thư đến.
ClickUp tracks projects, tasks, and the work that follows the sale.
Yet doanh nghiệp nhỏ keep comparing them for one reason.
Both promise one workspace for client work, and only one budget exists.
Toàn cảnh
This full Copper CRM vs ClickUp comparison covers pricing, core features, and ease of use.
We checked documentation, pricing pages, and public user reviews for both tools.
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Những ghi chú đó xuất hiện trong phần "Những điều nhóm chúng tôi nhận thấy" bên dưới.
By the end, you will know which tool matches your sales process.
ClickUp là gì?
ClickUp is project management software that keeps work in one workspace.
Teams plan, track, and manage tasks without switching between other tools.
You can assign tasks, set a due date, and view tasks in several layouts.
ClickUp includes docs, chat, and a whiteboard feature for team communication.
An AI assistant called ClickUp Brain tracks workloads and drafts updates.
The video below walks through the interface at normal working speed.
🏆 Người chiến thắng: ClickUp
One workspace for tasks, docs, goals, and time tracking. The free plan carries an unlimited number of users. Paid plans start low and scale with your team.
Bảng giá ClickUp
ClickUp offers a free plan plus three paid tiers. The Unlimited plan opens the paid range.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Miễn phí | $0 | Solo workers and small teams testing the tool |
| Không giới hạn | 7 đô la/người dùng/tháng | Growing teams that need unlimited storage |
| Việc kinh doanh | 12 đô la/người dùng/tháng | Marketing teams and multiple projects at once |
| Doanh nghiệp | Phong tục | Large firms needing single sign on and HIPAA |
Pricing verified August 2026.
Dùng thử miễn phí: Yes. ClickUp runs a 15-day free trial on its paid plans.
Đảm bảo hoàn tiền: Yes. A 30-day money-back guarantee covers every paid plan.
📌 Ghi chú: The free forever plan allows unlimited users but caps custom fields at 100 uses. The Enterprise plan adds live onboarding training and user permissions built for bigger firms.
⚠️ Cảnh báo: ClickUp plans upgrade the entire workspace at once. Every team member moves to the paid plan together, so the per user cost adds up fast. ClickUp does offer discounts when plans are billed annually.
Những lợi ích chính của ClickUp
Here is what makes ClickUp worth a look:
- Các quan điểm linh hoạt: Switch between list, Kanban board, calendar, Gantt charts, and timeline. Each view suits a different stage of work.
- One place for work: Tasks, docs, calendars, and chat live together. That cuts tool switching across daily business operations.
- Tự động hoá without code: Over 100 pre-built automation templates handle repetitive steps. Custom rules save time on handoffs.
- Time tracking built in: Native timers log billable hours against estimates. Workload views support resource management and prevent burnout.
- Deep integration options: ClickUp connects with over 1,000 apps including Slack, Zoom, and Google Drive. API access covers anything custom.
- Docs and whiteboards: Real time editing lets two people write together. Whiteboards turn brainstorms into new tasks ngay lập tức.
- Help when stuck: ClickUp University, a searchable knowledge base, and 24/7 live chat cover most questions.
Many other features only make sense once your own projects are inside.
Những điều nhóm chúng tôi nhận thấy
Của chúng tôi nhà văn set up a workspace in ClickUp and ran client projects through it for several days. Here is what stood out from that hands-on time:
Ưu điểm và nhược điểm của ClickUp
✅ Ưu điểm
- The free forever plan supports an unlimited number of users
- Over 1,000 integrations connect ClickUp to most tech stacks
- List, Kanban board, calendar, and Gantt charts sit in one tool
- ClickUp Brain answers questions and tracks workloads for you
- Built-in time tracking and workload views help resource management
❌ Nhược điểm
- The interface feels overwhelming for new users
- Reporting tools are scattered across the platform and hard to find
- No phone support, so live chat starts with an AI chatbot
- Time tracking can feel cumbersome during daily use
Copper CRM là gì?
Copper CRM is customer relationship management software built for Google Workspace.
Nó được ra mắt vào năm 2012 dưới dạng một tiện ích mở rộng của Gmail, giúp loại bỏ việc nhập liệu thủ công.
Today a Chrome extension puts contact management inside your Gmail inbox.
Sales reps add a new lead, log calls, or create tasks directly from Gmail.
Copper says it serves over 30,000 CRM customers, including Google itself.
This walkthrough shows how the CRM sits beside your inbox.
Runner Up: Copper CRM
The CRM made for Gmail and Google Calendar users. Records fill themselves from your email. A 14-day free trial lets you test the fit first.
Bảng giá CRM Copper
Copper CRM pricing runs across four seat-based tiers.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Người mới bắt đầu | 9 đô la/ghế/tháng | Loading... |
| Nền tảng | 23 đô la/ghế/tháng | Doanh nghiệp nhỏ teams up to 2,500 contacts |
| Chuyên nghiệp | 59 đô la/ghế/tháng | Sales teams needing workflow automation |
| Việc kinh doanh | 99 đô la/ghế/tháng | Firms wanting an email sequence and bulk emails |
Pricing verified August 2026.
Dùng thử miễn phí: Yes. Copper runs a 14-day free trial with no card charged upfront.
Đảm bảo hoàn tiền: None published. You cancel before the next billing date instead.
📌 Ghi chú: The Starter plan skips pipeline functionality, so it only organizes contacts. The Basic plan manages up to 2,500 contacts. The Professional plan lets you import up to 15,000 contacts.
⚠️ Pricing conflict: The table above uses our CSV figures, which line up with annual billing. Our research found higher rates when paid monthly: $29 for Basic, $69 for Professional, and $134 for Business. Check the vendor site before you buy.
Những lợi ích chính của CRM đồng
Here is where Copper earns its place:
- Tích hợp Google Workspace: Copper’s integration with Google Workspace, formerly G Suite, syncs email, meetings, and contact data on its own.
- No manual data entry: Records fill themselves from Gmail and Google Calendar. Attachments link back to Google Docs, Google Sheets, and Google Drive.
- Quy trình trực quan: You can create pipelines for each service line. Multiple pipelines let one team track deals and onboarding side by side.
- Email tools that feel native: Automated emails go out from your own Gmail account. Email templates keep replies consistent across the sales team.
- Activity insight: Copper shows when someone opened an email and what they clicked. That helps you easily track warm leads.
- Reporting you control: Custom reporting builds sales reports from your own Copper data, with lead scoring to rank new contacts.
- Clear billing: Pricing is transparent, unlike other CRMs that hide customization and developer costs.
How much of that value you keep depends on your Google setup.
Những điều nhóm chúng tôi nhận thấy
Our writer connected Copper to a working Gmail account and tracked live deals through it. Here is what that time surfaced:
Ưu điểm và nhược điểm của Copper CRM
✅ Ưu điểm
- Google Workspace integration no other CRM matches
- The interface mirrors Google products, so onboarding is quick
- A friendly API makes custom integration work simple
- Automatic capture of email, meetings, and new contacts
❌ Nhược điểm
- Pricing runs high for the same functionality other CRMs offer
- Limited features for companies on Microsoft 365
- Contact management glitches, including disappearing contact details
- Marketing tools feel clunky and rely on the Outfunnel add ons
So sánh tính năng
These two products overlap in places and split hard in others. We compare ten areas that decide most buying calls.
| Tính năng | Nhấp chuột lên | Đồng CRM |
|---|---|---|
| Giá khởi điểm | 7 đô la/người dùng/tháng | 9 đô la/ghế/tháng |
| Gói miễn phí | ✅ | ❌ |
| Quản lý dự án | ✅ | ✅ Cơ bản |
| Quản lý liên hệ | ❌ | ✅ |
| Quy trình bán hàng | ✅ Cài đặt thủ công | ✅ Bản địa |
| Ghi điểm dẫn đầu | ❌ | ✅ |
| Theo dõi thời gian | ✅ | ❌ |
| Trợ lý AI | ✅ ClickUp Brain | ❌ |
| Tích hợp Google Workspace | ✅ Tiêu chuẩn | ✅ Sâu |
| Tốt nhất cho | Quản lý dự án và quản lý nhiệm vụ | Gmail-based sales teams |
1. Project Management & Task Views
ClickUp: This is home turf for ClickUp. A multi-level hierarchy runs from Workspaces down to Spaces, Folders, Lists, Tasks, and Subtasks. You can manage projects in list, board, calendar, timeline, or Gantt view without rebuilding anything.
Copper CRM: Copper can manage projects, but through pipelines rather than a true project management platform. Stages replace task lists. That works for client onboarding and misses the mark on complex projects with dependencies.
2. Contact Management & Pipelines
ClickUp: There is no native CRM object here. Teams build a sales CRM from custom fields and a Kanban board, then move cards between stages. It works, but you own the setup and the cleanup.
Copper CRM: Leads, people, companies, and opportunities are built-in record types. You create pipelines per team and drag deals across stages. Contacts, clients, and deal history stay linked without extra work.
⚠️ Cảnh báo: Some Copper users report contact management glitches, including contact information that disappears from records. Keep an export of your data as backup.
3. Tự động hóa quy trình làm việc
ClickUp: Over 100 pre-built automation templates cover status changes, assignments, and due date shifts. An AI automation thợ xây writes rules from a plain sentence. Teams automate tasks without touching code.
Copper CRM: Workflow automation removes repetitive steps and manual data entry across the sales process. The catch is placement. These advanced capabilities start on the Professional plan, so the Starter and Basic tiers stay manual.
4. Communication & Email Tools
ClickUp: Communication features point inward at the team. Chat, comments, docs, and an AI notetaker keep decisions attached to the work. There is no outbound email engine for prospects.
Copper CRM: Copper points outward at customers. Email templates and automated emails send straight from your Gmail account, which keeps them personal. An email sequence and bulk emails sit in the Business tier only.
⚠️ Cảnh báo: Because Copper sends through Google Workspace, those messages count as transactional email with no unsubscribe link. Plan your tiếp cận cộng đồng around that limit.
5. Tích hợp Google Workspace
ClickUp: Google Drive, Google Calendar, and Gmail all connect through standard integrations. Two-way calendar sync pulls tasks onto your schedule. It is solid, but it is one of over 1,000 connections rather than the whole design.
Copper CRM: This is the whole point of the product. The Chrome extension surfaces CRM records inside Gmail and Google Calendar. Copper’s integration is unmatched here, though it also means Microsoft 365 companies are locked out.
6. Lead Tracking & Scoring
ClickUp: Lead scoring does not exist as a native feature. What ClickUp offers instead is enterprise search across tasks, docs, and connected apps. You find the record fast, then judge its value yourself.
Copper CRM: Lead scoring ranks a new lead by activity and fit. Copper also tracks email opens and clicks, so sales reps see who is warm. Website tracking runs through Outfunnel rather than Copper itself.
7. Theo dõi thời gian và báo cáo
ClickUp: Native timers and manual logging capture billable hours against estimates. Dashboards then show KPIs, team capacity, and project health in real time. The catch is that reporting tools sit in scattered spots.
Copper CRM: Copper skips time tracking entirely. Its reporting is sales-shaped instead, letting you build custom sales reports from pipeline and activity data. Reporting depth improves on the Professional and Business plans.
8. Trợ lý AI
ClickUp: ClickUp Brain answers questions about your workspace and summarizes threads. It also flags workloads before they tip over. For complex tasks spread across teams, that context matters.
Copper CRM: Copper has no equivalent AI assistant. Automation covers the gap by handling routine follow-ups and record updates. That keeps admin low, but nothing writes or summarizes for you.
9. Data Import & Templates
ClickUp: Over 1,000 pre-built templates cover sprints, campaigns, and onboarding. You can import data from other tools during setup, then adapt a template instead of starting blank.
Copper CRM: Copper imports contacts from spreadsheets or another CRM through a guided mapping step. The Professional plan raises that ceiling to 15,000 contacts. Templates here mean email templates, not project blueprints.
10. Định giá & Chi phí
Here are the plans side by side.
| Cấp độ | Nhấp chuột lên | Đồng CRM |
|---|---|---|
| Miễn phí | $0 | ❌ Không có gói miễn phí |
| Lối vào | Không giới hạn: 7 đô la/người dùng/tháng | Gói cơ bản: 9 đô la/ghế/tháng |
| Giữa | Doanh nghiệp: 12 đô la/người dùng/tháng | Gói cơ bản: 23 đô la/ghế/tháng |
| Trên | Doanh nghiệp: Tùy chỉnh | Gói chuyên nghiệp: 59 đô la/người dùng/tháng |
| Đứng đầu | — | Doanh nghiệp: 99 đô la/ghế/tháng |
ClickUp: The gap widens as you climb. ClickUp’s top listed tier costs $12 per user per month, while Copper’s reaches $99 per seat. A completely free tier also means you can test with the whole team first.
Copper CRM: Copper costs more because it does a narrower job well. The steep jump between tiers hurts small teams, since the features most buyers want start at $59 per seat.
Các kịch bản khác nhau
| Nếu bạn cần… | Chọn | Tại sao |
|---|---|---|
| Ngân sách eo hẹp | Nhấp chuột lên | Free plan, then $7 per user |
| Deals tracked in Gmail | Đồng CRM | Records live inside the inbox |
| Quản lý dự án và nhiệm vụ | Nhấp chuột lên | Five views and dependencies |
| Lead scoring and sales reporting | Đồng CRM | Native CRM record types |
| Time tracking on client work | Nhấp chuột lên | Timers built into every task |
| Microsoft 365 offices | Nhấp chuột lên | Copper needs Google Workspace |
💰 Ngân sách của bạn
ClickUp’s free plan costs nothing for an unlimited number of users. Copper has no free tier, so five seats on Basic start at $115 per month.
🔌 Bộ công nghệ của bạn
Copper only makes sense if Google products already run your day. ClickUp fits any tech stack thanks to 1,000-plus integrations and open API access.
📝 Your Daily Workflow
Sales-led teams that live in email get more from a sales CRM. Delivery teams juggling multiple projects need a project management tool instead.
🎓 Trình độ kinh nghiệm của bạn
Copper is easier on day one because it looks like Gmail. ClickUp’s features take longer to learn, and new users often call the interface overwhelming.
🆓 Dùng thử và bản demo miễn phí
Copper gives you 14 days to test the fit. ClickUp gives 15 days on paid plans, plus a free tier you can keep using afterwards.
🛟 Các tùy chọn hỗ trợ
Neither vendor offers phone support on standard tiers. ClickUp counters with 24/7 chat, a deep knowledge base, ClickUp University, and live training for larger accounts.
Hướng dẫn chuyển đổi
Already running one of these? Here is what changes when you move.
🔄 Switching from ClickUp to Copper CRM?
✅ Những lợi ích bạn sẽ nhận được:
- CRM records that update themselves from your Gmail inbox
- Lead scoring, deal stages, and sales reporting out of the box
- A far shorter learning curve for non-technical sales reps
❌ Những gì bạn sẽ mất:
- Gantt charts, dependencies, and real task management
- Time tracking, workload views, and the ClickUp Brain assistant
- The free tier and guest access for outside collaborators
📋 Cách chuyển đổi:
- Export your ClickUp lists and custom fields to CSV
- Start the 14-day Copper trial with your Google Workspace account
- Map columns to people, companies, and opportunities, then import
🔄 Switching from Copper CRM to ClickUp?
✅ Những lợi ích bạn sẽ nhận được:
- A lower bill, starting with the free plan for smaller teams
- Views for every stage: list, board, calendar, timeline, and Gantt
- Docs, whiteboards, and chat that replace several other tools
❌ Những gì bạn sẽ mất:
- Automatic contact capture from Gmail and Google Calendar
- Native lead scoring and opportunity records
- Email templates that send from your own address
📋 Cách chuyển đổi:
- Export contacts, companies, and pipelines from Copper as CSV
- Create a free ClickUp workspace and add each team member
- Import data into a sales template, then rebuild stages as a board
Những điều mà bài đánh giá của chúng tôi chưa đề cập
This comparison focused on small businesses and mid-sized teams. We did not test the Enterprise plan, custom quotes, or single sign on rollouts at scale. Copper’s marketing tools through Outfunnel also sit outside what we reviewed. Our notes reflect the August 2026 versions, and new features may have shipped since.
Phán quyết cuối cùng
| Loại | Người thắng |
|---|---|
| 💰 Giá cả | Nhấp chuột lên |
| 🚀 Các tính năng chính | Nhấp chuột lên |
| 🎯 Contact & Lead Management | Đồng CRM |
| ⚙️ Tự động hóa | Nhấp chuột lên |
| 👶 Dễ sử dụng | Đồng CRM |
| 🔌 Tích hợp | Nhấp chuột lên |
| 🤖 Trợ lý AI | Nhấp chuột lên |
| 🏆 Người chiến thắng chung cuộc | Nhấp chuột lên |
🏆 NGƯỜI CHIẾN THẮNG: CLICKUP
ClickUp wins 5 of the 7 categories above.
Phù hợp nhất cho: project management, task management across multiple projects, and teams that want business software without a per-seat shock.
These are two different products aimed at two different jobs. ClickUp earns a high score because it covers more ground for less money and keeps essential features on cheap tiers.
Copper is the better pick in one clear case. If your sales process happens inside Gmail and Google Calendar, no project management platform will match that fit.
For everyone else, ClickUp’s free plan has enough features to start today. Read our ClickUp review if you want the deeper look at each tier.
So sánh thêm về ClickUp
Here is how ClickUp lines up against other project management tools:
ClickUp so với Monday.com
ClickUp thắng thế nhờ: a free tier with no seat cap, cheaper paid plans, and built-in docs
Monday.com thắng lớn với: a calmer first-run experience, cleaner dashboards, and stronger sales CRM add-ons
ClickUp so với Asana
ClickUp thắng thế nhờ: native time tracking, more view types, and a cheaper mid tier
Asana thắng nhờ: simpler navigation, fewer settings to configure, and steadier mobile performance
ClickUp so với Trello
ClickUp thắng thế nhờ: dependencies, reporting dashboards, and handling complex projects beyond a board
Trello vượt trội ở các điểm sau: five-minute setup, near-zero training, and a lighter feel for tiny teams
ClickUp thắng thế nhờ: task automation, timers, and workload views for resourcing
Khái niệm thắng nhờ: document structure, a friendlier editor, and knowledge base building
So sánh thêm về Copper CRM
Here is how Copper stacks up against other CRM options:
Đồng thắng thế nhờ: Gmail-native records, a simpler API to build against, and faster onboarding
HubSpot thắng nhờ: a free CRM tier, real marketing automation, and reporting depth
So sánh CRM đồng và CRM dạng viên nang
Đồng thắng thế nhờ: deeper Google Workspace ties, richer activity capture, and email open tracking
Capsule thắng nhờ: lower entry cost, a free tier for two users, and Microsoft 365 support
The video below covers a wider set of Các chất thay thế đồng.
So sánh Copper CRM và Insightly
Đồng thắng thế nhờ: inbox-first design, cleaner daily use, and quicker setup for sales reps
Insightly thắng nhờ: project delivery features, custom objects, and platform-neutral email support
So sánh Copper CRM và Monday CRM
Đồng thắng thế nhờ: automatic Gmail sync, purpose-built deal records, and less configuration
CRM thắng lớn vào thứ Hai nhờ: flexible boards, cross-team visibility, and lower cost per seat
Câu hỏi thường gặp
ClickUp được dùng để làm gì?
Teams use it to plan projects, assign work, track time, and hold documents in one place. It replaces separate task, chat, and reporting apps.
Copper CRM được dùng để làm gì?
It manages contacts, deals, and follow-ups for sales teams that work inside Gmail. Records fill in automatically from email and calendar activity.
Ứng dụng ClickUp có thực sự miễn phí không?
Yes. The free forever tier costs nothing and allows unlimited members. Limits apply to custom fields and advanced views, but core work management stays open.
Copper tính phí bao nhiêu?
Four tiers run from $9 per seat monthly on Starter up to $99 per seat on Business. There is no free tier, only a 14-day trial.
Copper CRM có tương thích với Outlook không?
No. The product is built around Google Workspace, so Microsoft 365 offices lose the automatic sync that makes it worth the price.
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