Ever feel overwhelmed trying to pick the right tool for managing your business?
You know you need something to keep track of customers and projects, but many options exist.
Two popular choices are Capsule CRM and 点击.
But which one is actually the best fit for your needs? It’s a tough call.
In this article, we’ll break down Capsule 客户关系管理 vs ClickUp in a simple, straightforward way.
概述
我们花了大量时间探索 Capsule 客户关系管理 and ClickUp, diving into their features, interface, and overall user experience.
Our hands-on testing, combined with user feedback and online reviews, has allowed us to create a comprehensive comparison to help you 制作 作出明智的决定。
Based on our data, Capsule CRM is the budget-friendly choice. Focused on simplicity and savings.
定价： It has a free trial. Paid plan starts at $18/month
主要特点：
- 联系人管理
- 销售管道管理
- Project Boards
Boost productivity by 25%! ClickUp helps you manage sales, projects, docs, and more.
定价： 它有免费计划。高级计划起价为每月 7 美元。
主要特点：
- 任务管理
- 项目管理
- 协作工具
什么是 Capsule CRM？
Now, let’s dive into Capsule 客户关系管理. It’s designed to be a simple 客户关系管理.
Think of it as your digital address book, but it is way more powerful.
It helps you keep track of contacts, deals, and communication.
It’s easy to use, and no complicated setup is needed.
此外，探索我们最喜欢的 Capsule alternatives…
我们的观点
It’s great for its simplicity and ease of use, especially for small businesses just starting with a CRM. It helps you manage contacts and sales effectively without being overwhelming.
主要优点
- 简单的联系人管理。
- 轻松跟踪销售渠道。
- 与许多应用程序集成。
- 可定制字段可用。
- 可随时随地访问的移动应用程序。
定价
- ,” “plano de projeto” ou “calendário de conteúdo”).：每位用户每月 18 美元。
- 生长：每位用户每月 36 美元。
- 先进的：每位用户每月 54 美元。
- 最终的：每位用户每月 72 美元。
Você pode ter mais de um espaço de trabalho.
缺点
什么是 ClickUp？
Okay, let’s talk 点击. Think of it as your all-in-one workspace.
It’s designed to bring teams together and manage everything 在一个地方。
From projects and tasks to docs and goals, ClickUp aims to be the central hub for your work.
Pretty ambitious, right?
此外，探索我们最喜欢的 ClickUp 替代品…
我们的观点
Может показаться, что это много, но вы быстро привыкнете!
主要优点
- Компьютеры:
- 提供永久免费计划。
- 支持超过 1,000 种集成。
- 可定制的工作流程和视图。
- 全面的报告功能。
定价
- 自由的Navegando no seu espaço de trabalho do Taskade
- Agora que você se inscreveu, vamos dar uma olhada no seu espaço de trabalho do Taskade.Pense no seu espaço de trabalho como seu escritório principal ou centro de comando no Taskade.
- É onde todos os seus projetos e tarefas são organizados.O que são espaços de trabalho?
- 企业：根据您的要求联系他们获取定制价格。
Você pode ter mais de um espaço de trabalho.
缺点
功能比较
This analysis evaluates two distinct approaches to CRM and project management: Capsule, a robust contact management system known for its simplicity and clear sales pipeline for small teams.
ClickUp, a powerful project management platform built to manage the entire workspace and complex projects.
This full comparison will clarify which business software solution is the better investment for dedicated sales relationship management versus comprehensive internal workflow management.
1. Core Focus and Architecture
- 胶囊 CRM: Focuses on the sales pipeline and managing the sales process with a simple, clean user interface. It is a straightforward robust contact management system designed for ease of use and low capsule crm cost.
- 点击: Positioned as a project management platform intended to replace other features and manage the entire workspace. It utilizes the clickup brain concept to integrate everything from task management to time tracking under one roof, using business software.
2.项目和任务管理
- 胶囊 CRM: Offers light task management features for linking tasks and files to specific contacts within the sales pipeline. It does not include dedicated project management tools like Gantt charts.
- 点击: Excels in this area, offering robust project management software with features like gantt charts, kanban board, and real time editing for team communication. ClickUp includes advanced tools to manage tasks and complex projects, essential for marketing teams and small teams.
3. Contact and Relationship Management
- 胶囊 CRM: Highly focused on building a robust contact management system and tracking the entire sales cycle. It helps users easily organize customer Das bedeutet, dass Ihr and track history related to the sales process.
- 点击: Offers contact management through its CRM features, but it’s often a built-in customizable space rather than a dedicated system. It handles import data and allows users to track communication, but this is an other features add-on, not the core feature.
4. Pricing Model and Scalability
- 胶囊 CRM: Offers a good free version for a single user and straightforward per user pricing. The capsule crm cost is competitive, but it lacks the enterprise scaling tools of ClickUp.
- 点击: Provides a powerful free forever plan, clickup’s free plan or completely free, tier with enough features to start. ClickUp’s plans scale to paid plans and an enterprise plan, offering unlimited storage and unlimited users on the unlimited plan. Pricing is typically billed annually.
5. Advanced Features and AI
- 胶囊 CRM: Offers simplicity over feature density, lacking new features like ai assistant or advanced 报告. Its strength is in reliable sales process execution.
- 点击: Leads with a high score in advanced features. ClickUp offers capabilities like ai assistant, real time editing collaboration on the whiteboard feature, and custom fields. ClickUp’s features are constantly rolling out new features like ai assistant to help teams save time.
6.整合与生态系统
- 胶囊 CRM: Relies on third-party integrations for deep functionality in areas like email marketing and time tracking, as it does not have the massive native ecosystem of ClickUp.
- 点击: Integrates with over 1,000 other features and services, including google drive. It offers api access and is built as a complete management platform to minimize relying on the external tech stack.
7. User Experience and Learning
- 胶囊 CRM: Known for its simple, clean user interface and low capsule crm review learning curve, making it easy for new users to assign tasks and view tasks.
- 点击: Offers a highly customizable user interface but has a steep learning curve due to the sheer volume of clickup includes features. Live training and an extensive knowledge base are available to help new users navigate the entire workspace.
8. Device Limits and User Access
- 胶囊 CRM: Limits the number of users based on the per user pricing model. It is designed to be easily accessible from any browser for view tasks.
- 点击: Supports unlimited users on many clickup’s plans. It offers guest access and unlimited number of members to the entire workspace, managed by user permissions and single sign on (single sign).
9. Sales & Operations Focus
- 胶囊 CRM: Provides enough features to execute the core sales process and sales cycle, making it ideal for the solo workers or small teams whose main need is relationship tracking.
- 点击: The focus is broader business operations. While it can manage sales, its true value is in centralizing all internal projects, resource management, team communication, and complex tasks into one place, making it better for coordinating marketing teams and development efforts.
What to Look for in a CRM Tool?
Choosing the right crm system is a critical decision for any growing business.
这 best crm solutions are designed to streamline your multiple sales pipelines and enhance all your key business processes.
When evaluating platforms, consider these essential features:
- 可扩展性: Can the CRM grow with your business plan and multiple projects?
- 定制: Can you tailor it to your specific workflows and communication features?
- 集成: Does it connect with your other business tools?
- Mobile Access: Is there a mobile app for on-the-go management?
- Customer Support: What level of support is offered?
- Live Onboarding Training: Are there resources to help your team member and your team learn the system?
- Die 9 besten Lernmanagement-Softwares (LMS) für 2025 15: Does the CRM have robust security measures to protect your data?
最终裁决
So, Capsule CRM vs ClickUp – who wins? Honestly, it depends on 你的 需求。
If you’re focused on pure customer relationship management and need a simple, straightforward tool, Capsule CRM might be a great fit.
However, ClickUp is the more powerful option if you’re looking for an all-in-one workspace to manage projects, tasks, 和 customer interactions.
We leaned towards ClickUp in our testing due to its flexibility and extensive feature set.
It’s a bit more complex to learn, but the payoff is huge for teams needing a central hub.
We’ve tested these tools, so trust our insights to guide you to the perfect choice for your business in 2025.
Capsule CRM 的更多信息
以下是 Capsule CRM 与这些软件解决方案的简要比较：
- Capsule CRM vs Pipedrive: Capsule CRM 为管理联系人和销售提供了一个简单的解决方案，而 Pipedrive 则是一个可视化的销售管道管理工具。
- Capsule CRM vs GoHighLevel: Capsule is easy to use. It helps you manage your contacts and sales process. It is great for keeping things simple and organized. GoHighLevel is a much bigger tool. It has many tools for marketing and sales.
- Capsule CRM vs Keap: Capsule CRM 专注于简单、经济的联系人和销售跟踪；Keap 提供广泛的营销和销售自动化功能，但通常成本较高。
- Capsule CRM vs ActiveCampaign: Capsule CRM 提供可靠的联系人和管道管理，而 ActiveCampaign 则提供强大的营销自动化、电子邮件营销活动和高级细分功能。
- Capsule CRM vs Hubspot: Capsule CRM 是一款用户友好、经济实惠的 CRM，用于管理客户互动；HubSpot 提供大量营销、销售和服务工具，有免费和可扩展的付费选项。
- Capsule CRM vs Clickfunnels: Capsule CRM 是一款管理客户关系的工具；ClickFunnels 则专门用于构建销售漏斗和优化转换流程。
- Capsule CRM 与 Folk: Capsule CRM 是一个简单的联系人管理解决方案，而 Folk 则强调协作式联系人组织，并利用现代功能加以丰富。
- Capsule CRM 与 Instantly: Capsule CRM 侧重于一般联系人和销售管理；Instantly 则专为自动冷启动电子邮件和销售参与而定制。
- Capsule CRM vs Clickup: Capsule CRM 是一个专门的 CRM 解决方案，而 ClickUp 则是一个多功能工作管理平台，除项目和任务管理外，还包括 CRM 功能。
- Capsule CRM 与 Monday CRM: Capsule CRM 提供简单的联系人和销售管道管理；Monday CRM 提供高度可定制的可视化工作流程和广泛的团队协作功能。
- Capsule CRM 与 Insightly: Capsule CRM 侧重于易用性和联系人跟踪，而 Insightly 则提供更全面的 CRM 和高级项目管理功能。
- Capsule CRM vs Freshsales CRM: Capsule CRM 优先考虑销售和联系人管理的简便性，而 Freshsales CRM 则提供更强大的销售平台，具有人工智能驱动的洞察力和高级分析功能。
- Capsule CRM vs Salesforce: Capsule CRM is ideal for small to medium businesses seeking a simple, affordable CRM; Salesforce is an enterprise-grade CRM with extensive customization and scalability for large organizations.
- Capsule CRM vs Zendesk: Capsule CRM 专注于销售和客户关系管理，而 Zendesk 主要是一个客户服务平台，擅长票务和支持解决方案。
更多 ClickUp 信息
以下是 ClickUp 与这些软件解决方案的简要比较：
- ClickUp 与 Pipedrive: Pipedrive is a sales-focused CRM with a visual pipeline. ClickUp is a more flexible project management tool.
- ClickUp vs Gohighlevel: ClickUp 是一个一体化的工作管理平台，具有强大的项目管理功能和可定制的客户关系管理功能。 晋升 是一个专门的营销和销售自动化平台，专注于潜在客户的生成和转化。
- ClickUp vs Keap: ClickUp is a versatile platform for project management and customizable CRM, while Keap is a powerful CRM and marketing automation tool that emphasizes lead nurturing and sales processes.
- ClickUp 与 ActiveCampaign: ClickUp 为任务、项目和基本 CRM 管理提供了一个灵活的平台，而 ActiveCampaign 则在高级营销自动化、电子邮件营销活动和客户细分方面表现出色。
- ClickUp vs Hubspot: ClickUp 是一款高度可定制的项目管理和工作操作系统，集成了 CRM 功能，而 HubSpot 则为市场营销、销售和客户服务提供了一套全面的工具。
- ClickUp 与 Clickfunnels: ClickUp 是一个一体化的工作管理平台；ClickFunnels 主要是一个销售漏斗生成器，用于创建登陆页面和自动销售漏斗。
- ClickUp vs Folk: ClickUp 是一个强大的工作管理解决方案，具有可定制的客户关系管理功能，而 Folk 则侧重于协作式联系人管理和关系跟踪。
- ClickUp 与 Instantly: ClickUp 是一个用于项目管理和多样化工作流程的多功能平台，而 Instantly 则专注于 冷电子邮件 推广、送达优化和自动电子邮件营销活动。
- ClickUp 与 Monday CRM: ClickUp 为项目管理和客户关系管理提供高度可定制的一体化工作空间，而 Monday CRM 则提供以客户关系为重点的可视化工作流程和团队协作。
- ClickUp 与 Capsule CRM: ClickUp 是一个全面的工作管理和可定制的 CRM 平台，而 Capsule CRM 则是一个简单、用户友好的 CRM，侧重于管理联系人和销售机会。
- ClickUp 与 Insightly: ClickUp is a flexible platform for project management and adaptable CRM. Insightly is a dedicated CRM offering a strong sales pipeline and project management features within a CRM context.
- ClickUp 与 Freshsales: ClickUp 是一款多功能的工作管理工具，具有适应性强的 CRM 功能，而 Freshsales CRM 则是一款专业的销售 CRM，具有先进的自动化、销售线索评分和报告功能。
- ClickUp 与 Salesforce: ClickUp 是一个多功能工作管理平台，具有可定制的客户关系管理功能，而 Salesforce 则是一个企业级客户关系管理软件，具有丰富的销售、服务和营销自动化功能。
- ClickUp 与 Zendesk: ClickUp 为任务、项目和可定制的客户关系管理提供了一个一体化的工作空间，而 Zendesk 则是一个领先的客户服务平台，主要侧重于票务和支持。
常见问题
Is ClickUp a CRM?
点击 会 be used as a CRM but primarily a project management tool. Its features support CRM workflows, but it’s not as specialized as dedicated CRM software like Capsule.
Which is easier to learn, Capsule or ClickUp?
Capsule is generally considered easier to learn due to its simpler interface and focus on core CRM functionalities. ClickUp, with its extensive feature set, has a steeper learning curve.
Does ClickUp have a free version?
Yes, ClickUp offers a free version with limited features that are suitable for small teams or individuals. Capsule offers free trials but focuses on paid plans.
哪个平台更适合小型企业？
Both platforms can be suitable for 小型企业. Capsule is a strong choice if your primary need is CRM. ClickUp is better if you need a combined project management and CRM solution.
Can I integrate other apps with Capsule and ClickUp?
Yes, both platforms offer integrations. ClickUp has a more extensive marketplace, while Capsule integrates with key business tools. Check specific integrations for your business needs.
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