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ClickUp vs Nutshell CRM: Which is Best For You in 2026?

| Last updated Jun 12, 2026

优胜者
点击向上
4.3
  • 永久免费计划
  • 1000 多个集成
  • ClickUp Brain AI 助手
  • Gantt & Kanban Board Views
  • 内置 时间跟踪
  • Paid Plans from $7/user/mo
亚军
Nutshell CRM
3.3
  • Free Live Support
  • 可视化销售流程
  • Free Data Migration
  • 通过 5,000 多个应用程序 Zapier
  • 14天免费试用
  • Plans from $13/user/mo

⚡ 快速结论:

  • 定价: ClickUp paid plans start at $7 per user per month. Nutshell 客户关系管理 starts at $13 per user per month.
  • 最适合: ClickUp suits task management and project management. Nutshell 客户关系管理 suits sales pipeline and contact management.
  • 主要区别: ClickUp is a project management platform. Nutshell is CRM software built for sales teams.
  • 我们的选择: ClickUp for most teams. It has a free forever plan and far more features per dollar.
ClickUp vs Nutshell CRM Comparison

ClickUp and Nutshell CRM solve two different problems.

One runs your projects. The other runs your sales.

ClickUp is project management software for tasks and teams.

Nutshell is CRM software for leads, deals, and customers.

选错会浪费金钱和时间。

This full comparison shows which fits your 商业.

概述

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

我们来分析每种工具最适合哪些用户。

我们的信息来源包括已发布的规格说明、文档和 G2 评测。

我们的撰稿人也亲自体验了每个平台。

By the end, you will know which software to choose.

ClickUp是什么?

ClickUp is project management software for teams of any size.

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

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

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

一个 人工智能助手 called ClickUp Brain helps manage tasks and workloads.

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

What is ClickUp project management software
点击上

Watch this short ClickUp review to see the platform in action.

点击上

⭐ 4.3/5 | 💰 每月每用户 7 美元起

One management platform for tasks, docs, and goals. The free forever plan supports unlimited users. Paid plans add more storage and features.

ClickUp定价

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

计划价格最适合
自由的$0单人工作者和小团队
无限每用户每月 7 美元Smaller teams managing multiple projects
商业每用户每月 12 美元Growing teams that need more controls
企业风俗Large business operations and security needs

Pricing verified June 2026.

点击定价

免费试用: ClickUp offers a 15-day free trial on paid plans. No credit card is needed to start the free plan.

退款保证: ClickUp 为所有付费套餐提供 30 天退款保证。

📌 笔记: ClickUp’s free plan allows an unlimited number of users. The Unlimited plan removes feature caps, while the Business plan adds advanced 自动化 and dashboards. The Enterprise plan unlocks more of ClickUp’s features, like single sign on, an audit log, and stronger user permissions.

⚠️ 警告: Paid plans are billed annually for the best rate. When billed annually, you upgrade the entire workspace, so all members move to the paid plan together.

ClickUp 的主要优势

Here is what makes ClickUp worth considering:

  • 慷慨的免费计划: The free forever plan supports unlimited users. It is one of the best free tiers among project management tools.
  • Many Project Views: Use a Kanban board, Gantt charts, calendar, and timeline. These help you manage projects and complex projects with ease.
  • ClickUp Brain AI: The built-in AI assistant drafts updates and tracks workloads. It can save time on routine task management.
  • Time Tracking Built In: Native time tracking logs billable hours against estimates. Workload views help with resource management.
  • 深度定制: Custom fields, custom dashboards, and 自动化 rules let you customize the entire workspace to fit your tech stack.
  • 强整合: ClickUp connects with over 1,000 tools, including Slack, Google Drive, Gmail, and Zoom.
  • 学习资源: ClickUp University, live training, and a deep knowledge base help new users learn fast.
点击查看更多优惠

我们的团队注意到了什么

我们的 作家 signed up for ClickUp in May and spent several days inside the platform. Here is what stood out:

ClickUp个人体验

ClickUp 的优点和缺点

✅ 优点
  • 永久免费方案支持无限用户
  • Over 1,000 integrations and strong API access
  • ClickUp Brain AI assistant saves time on updates
  • Many views including Kanban board and Gantt charts
  • Affordable paid plans from $7 per user
❌缺点
  • The interface can overwhelm new users at first
  • 报告工具分散在平台各处。
  • Time tracking can feel cumbersome to set up
  • No built-in sales CRM for managing deals

Nutshell CRM是什么?

Nutshell CRM is CRM software for small to mid-sized B2B sales teams.

It helps you track leads, deals, clients, and customers in one place.

The ability to see every deal at a glance keeps reps focused.

Nutshell uses visual, drag-and-drop boards to manage your sales pipeline.

It also handles contact management, calendar sync, and email marketing.

Sales automation routes leads and sends follow-up notifications for you.

Most users pick Nutshell for its simple, friendly design.

What is Nutshell CRM software
Nutshell CRM 主页

This video walks through how Nutshell handles the sales process.

Nutshell CRM 教程 2026 | 如何使用 Nutshell CRM

Nutshell CRM

⭐ 3.3/5 | 💰 每月每用户 13 美元起

An all-in-one CRM for B2B sales teams. It pairs a visual pipeline with email marketing. Every plan includes free live support.

Nutshell CRM定价

Here is what Nutshell CRM costs in 2026. Each plan is priced per user.

计划价格最适合
基础每用户每月 13 美元A single user or a tiny team
生长每用户每月 25 美元小型企业 scaling outreach
专业版每用户每月 42 美元Teams needing multiple pipelines
商业每用户每月 59 美元Teams wanting a full reporting suite
企业每用户每月 79 美元Larger sales teams and territories

Pricing verified June 2026.

Nutshell CRM定价

免费试用: Nutshell offers a free 14-day trial. No credit card is required to test it.

退款保证: Nutshell does not publish a money-back guarantee, but you can cancel any time.

📌 笔记: Every Nutshell plan comes with free data migration and free live support. Higher plans add multiple pipelines, a full reporting suite, and personal email sequences.

⚠️ 警告: Even the Foundation plan costs more than ClickUp’s lowest paid plan. Budget teams should compare costs per user before they commit.

Nutshell CRM 的主要优势

Here is what makes Nutshell CRM worth a look:

  • 易于学习: Nutshell is rated one of the most user-friendly CRM software tools. Most users are productive within days.
  • 可视化流程: Drag-and-drop boards move deals through each stage. Board, List, Map, and Chart views fit different sales styles.
  • Built-in Marketing: Send bulk email, build landing pages, and run drip campaigns with ready email templates.
  • 免费在线客服: Free data migration and free live support come with every plan, even for a single user.
  • Lead Discovery: ProspectorIQ and VisitorIQ help you find new leads and spot companies visiting your site.
  • 广泛集成: Nutshell connects with Google Workspace, Microsoft 365, Outlook, and over 5,000 apps through Zapier.
Nutshell CRM 的主要优势

我们的团队注意到了什么

Our writer signed up for Nutshell CRM and tested the pipeline and email tools. Here is what stood out from that hands-on time:

Nutshell CRM个人经验

简述 CRM 的优缺点

✅ 优点
  • Very easy to learn with a minimal learning curve
  • Free data migration and free live support on all plans
  • Visual pipeline with Board, List, Map, and Chart views
  • Built-in email marketing and lead discovery tools
❌缺点
  • Automation is less advanced than HubSpot or Salesforce
  • 电子邮件附件处理需要改进
  • Higher per-user cost than many project tools

功能对比

Ready for a full comparison of ClickUp vs Nutshell CRM? These tools cover different jobs, so we will weigh each one on its own strengths. Below is a quick table, then a closer look at the features that matter most.

特征点击上Nutshell CRM
起价每用户每月 7 美元每用户每月 13 美元
免费计划
任务与项目管理
销售渠道/客户关系管理
Kanban Board & Gantt Charts
时间跟踪
人工智能助手✅ ClickUp Brain
电子邮件营销
电话支持
最适合项目管理B2B销售团队

1. Task & Project Management

ClickUp: This is where ClickUp shines. You can create tasks, assign tasks, and set a due date in seconds. A multi-level hierarchy of Workspaces, Spaces, Folders, Lists, and Subtasks keeps complex projects tidy. Teams can manage multiple projects from one screen, and the mobile app works offline to capture new tasks.

点击项目管理

Nutshell CRM: Nutshell is not built to manage tasks across a whole company. It tracks sales activities tied to deals and contacts instead. For pure task management, ClickUp is the stronger management platform.

简述 CRM 管道管理

2. Views: Kanban Board and Gantt Charts

ClickUp: ClickUp offers a Kanban board, Gantt charts, calendar, list, and timeline views. You can view tasks any way you like. Real time editing lets a team member update work as it happens.

ClickUp看板

Nutshell CRM: Nutshell offers Board, List, Map, and Chart views for the pipeline. These help reps see the funnel, not the project plan. Built-in collaboration keeps a sales team on the same page.

Nutshell CRM 团队协作

3. 自动化

ClickUp: ClickUp lets you automate repetitive work with custom rules and over 100 pre-built templates. The AI automation 建筑商 can execute steps without code. This helps marketing teams and ops teams save time.

ClickUp AI 自动化构建器

Nutshell CRM: Nutshell sales automation routes leads and triggers follow-up notifications. It is handy for a sales process, though it is less advanced than HubSpot or Salesforce. Personal email sequences keep prospects warm.

Nutshell CRM销售自动化

4. Time Tracking and Billing

ClickUp: ClickUp includes native time tracking and manual logging. You can track billable hours against estimates and use workload views for resource management. Some users find the timer setup a little clunky.

点击时间跟踪

Nutshell CRM: Nutshell skips time tracking and instead adds quotes and invoices. Reps can send a quote straight from a deal. This keeps the sales process moving without leaving the CRM.

Nutshell CRM报价和发票

5. 人工智能工具

ClickUp: ClickUp Brain is the built-in ai assistant. It drafts updates, summarizes docs, and tracks how much time you spend on projects. It works across the entire workspace.

点击上

Nutshell CRM: Nutshell adds 人工智能工具 that assist with revenue-driving tasks. The AI helps reps respond faster and focus on deals most likely to close.

简述 CRM 人工智能

6. Email and Notes

ClickUp: ClickUp includes an AI Notetaker that captures 会议记录 and action items. Paired with docs and a team messenger, it strengthens team communication and communication features in one app.

点击上

Nutshell CRM: Nutshell leans into email. You can build lists, send bulk email, and run drip campaigns with email templates. Calendar sync ties messages to each contact record.

Nutshell CRM 电子邮件自动化

7. Templates and Calendar

ClickUp: ClickUp offers over 1,000 pre-built templates for common workflows. New users can start fast instead of building from scratch.

ClickUp 构建器模板

The ClickUp Calendar also keeps due dates, meetings, and timelines in one view.

点击上

Nutshell CRM: Nutshell adds AI 会议 summarization so reps never lose key points. Notes attach to the right contact, so the whole team stays in the loop.

Nutshell CRM AI 会议总结

8. Search, Integrations and Support

ClickUp: Enterprise Search finds any doc or task across the entire workspace. ClickUp connects with over 1,000 tools, including Google Drive and Gmail. Support runs through live chat and a knowledge base, but there is no phone support.

点击上

Nutshell CRM: Nutshell connects with Google Workspace, Microsoft 365, Slack, and over 5,000 apps via Zapier.

Nutshell CRM实用集成

On support, Nutshell stands out. Free live support and free data migration come with every plan, even for a single user.

Nutshell CRM 可靠的客户支持

⚠️ 警告: Neither tool offers phone support. Both rely on live chat, email, and a knowledge base. ClickUp adds ClickUp University and live onboarding training for bigger teams.

9. 定价与成本

让我们来对比一下这些价格方案。

层级点击上Nutshell CRM
自由的$0(用户数量不限)❌(仅限14天试用)
入场费每用户每月 7 美元每用户每月 13 美元
Mid tier每用户每月 12 美元每用户每月 25 至 42 美元
顶级定制(企业版)$59–$79/user/month

ClickUp: ClickUp wins on raw value. The free plan is almost completely free for small teams, and paid plans are billed annually from $7 per user. Many teams may offer discounts at the annual rate.

Nutshell CRM: Nutshell starts at $13 per user per month and climbs to $79 for Enterprise. You pay more, but you get a full CRM with marketing, analytics, and dashboards built in.

不同场景

如果您需要……选择为什么
免费方案点击上Free forever, unlimited users
A sales pipelineNutshell CRMBuilt for deals and leads
任务管理点击上Deeper project tools
电子邮件营销Nutshell CRMBulk email and drip campaigns
Lowest cost per user点击上Paid plans from $7

💰 您的预算

ClickUp is cheaper per user and has a free plan. Nutshell starts higher but bundles a full CRM and marketing tools.

🔌 您的技术栈

Both connect to Google Drive, Gmail, and Outlook. ClickUp adds strong api access for a custom tech stack.

🎯 Your Main Goal

If you want to manage projects and tasks, ClickUp fits. If you want to close deals, Nutshell fits the sales funnel better.

🎓您的经验水平

Nutshell is easier on day one. ClickUp has more essential features, so live training and ClickUp University help new users.

🆓 免费试用和演示

Try both before you buy. ClickUp has a free plan plus a 15-day trial. Nutshell offers a 14-day free trial.

🛟 支持选项

Neither has phone support. Nutshell gives free live support to every person on the account, which is rare at this price.

切换指南

已经在使用这些工具了吗?如果您切换到其他工具,可能会遇到以下情况。

🔄 Switching from ClickUp to Nutshell CRM?

✅ 你将获得:

  • A true sales pipeline for leads, deals, and customers
  • Built-in email marketing with drip campaigns
  • Free live support and free data migration

❌ 你会失去什么:

  • The free plan and unlimited storage on higher tiers
  • Deep task management with Gantt charts and time tracking
  • The whiteboard feature and real time editing for docs

📋 如何切换:

  1. Export your contacts from ClickUp to a CSV file
  2. Create your Nutshell account and import data from the CSV
  3. Use free live support to map your pipeline stages
🔄 Switching from Nutshell CRM to ClickUp?

✅ 你将获得:

  • A free forever plan and lower cost per user
  • Full task management with a Kanban board and Gantt charts
  • ClickUp Brain, time tracking, and a whiteboard feature

❌ 你会失去什么:

  • The built-in sales funnel and contact management
  • Native email marketing and email templates
  • 所有套餐均提供免费在线支持

📋 如何切换:

  1. Export your Nutshell contacts and deals to a CSV file
  2. Start ClickUp’s free plan and import data into a new list
  3. Rebuild stages as tasks and assign tasks to each team member

我们的评测没有涵盖的内容

This comparison focused on small businesses and mid-sized teams. We did not test enterprise plan rollouts, single sign on at scale, or deep guest access controls. Our notes reflect the June 2026 versions, so new features may have shipped since then. If you manage 50 or more users, your priorities may differ from what we covered.

最终判决

类别优胜者
💰 定价点击上
🚀 Task & Project Management点击上
📊 Sales Pipeline / CRMNutshell CRM
🤖 AI助手点击上
👶 易用性Nutshell CRM
🔌 集成点击上
🏆 总冠军点击上

🏆 优胜者:CLICKUP

ClickUp wins 4 out of 6 categories.

最适合: Task management, managing multiple projects, and teams that want a free plan with enough features to grow.

ClickUp and Nutshell CRM are two very different products. ClickUp is project management software for tasks, docs, and goals. Nutshell is CRM software for sales teams chasing deals. Both are solid business software, but they aim at different jobs.

Nutshell is excellent for B2B sales and gets a high score for ease of use. Its free live support is a real perk for small businesses.

However, if you need to manage projects and other features in one place, ClickUp is the better choice for most business operations. It does more for less money.

ClickUp 的更多比较

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

ClickUp 对比 Monday.com

ClickUp 在以下方面胜出: better value per user, a stronger free plan, and more built-in views.

Monday.com 胜出: a gentler learning curve and a cleaner first-run setup.

ClickUp 与 Asana 的对比

ClickUp 在以下方面胜出: deeper custom fields, lower pricing, and ClickUp Brain.

Asana 胜出的原因: simpler navigation and a tidier mobile app.

ClickUp 与 Trello 的比较

ClickUp 在以下方面胜出: Gantt charts, time tracking, and full reporting for complex tasks.

Trello 胜出之处在于: a simple Kanban board that solo workers can master in minutes.

Nutshell CRM 的更多比较

Here is how Nutshell CRM stacks up against other CRM software:

满足您需求的最佳CRM工具

Nutshell CRM 与 HubSpot 对比

Nutshell wins on: lower cost, simpler setup, and free live support for every user.

HubSpot 在以下方面胜出: richer automation, deeper analytics, and a larger app marketplace.

简述 CRM 与 Salesforce

Nutshell wins on: a faster start, friendlier dashboards, and clear per-user pricing.

Salesforce 的优势在于: custom workflows, advanced reporting, and large-team territories.

Nutshell CRM vs Freshsales

Nutshell wins on: built-in email marketing, free data migration, and easier onboarding.

Freshsales 在以下方面胜出: a free starter tier and tighter phone-dialer features.

常见问题解答

ClickUp是用来做什么的?

ClickUp is project management software. Teams use it to plan, create, and assign tasks, track time, and manage multiple projects in one entire workspace, replacing several separate tools.

ClickUp 最适合用于什么用途?

ClickUp is best for task management and project management. It fits solo workers, small businesses, and marketing teams that juggle complex projects and want many views in one place.

Nutshell 是一款好的客户关系管理系统吗?

Yes. Nutshell is a strong CRM for small to mid-sized B2B sales teams. It earns a high score for ease of use, and every plan includes free live support.

ClickUp 的价格是多少?

ClickUp offers a free forever plan. Paid plans run $7 per user per month for Unlimited and $12 for the Business plan. Enterprise pricing is custom and billed annually.

ClickUp真的会永远免费吗?

Yes. ClickUp’s free plan is free forever and supports an unlimited number of users. It limits some features, like custom fields uses, but covers the essentials for small teams.

Fahim Joharder,创始人

Fahim Joharder,创始人

测试过 900 多款人工智能工具。月活跃读者超过 25 万。

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