ClickUp vs Close CRM：2025 年，哪个才是正确的选择？

优胜者

9.0

• 项目管理
• 产品开发
• 知识管理
• 资源管理
• 工作流程
• 提供免费计划
• 付费计划 $7 起/月

立即尝试

亚军

7.5

• 客户关系管理 概述
• 交流
• 自动化
• Cool integrations
• Sales AI
• 提供免费计划
• Paid Plans from $35/month

立即尝试

Juggling projects and keeping track of customers can feel like a mess, right?

You’re probably looking for a tool that makes it all easier.

Maybe you’ve heard of 点击 and Close CRM, but you’re unsure which one fits your needs.

Imagine missing deadlines or losing important client info because your tools aren’t working together. 

We’re breaking down the differences between ClickUp vs Close CRM to help you decide. 

概述

We’ve spent time using both ClickUp and Close CRM to give you the best comparison. 

We tested key features, ran typical workflows, and examined how each platform handles real-world tasks.

This hands-on approach lets us share clear, practical insights.

Ready to boost your team’s productivity and streamline your workflow?

9满分 10 分

定价： 它有一个免费计划。付费计划起价为 $7/月

主要特点：

• 任务管理
• Custom Views
• Goal Tracking.

免费试用 ClickUp 阅读完整评论

Close CRM’s built-in calling, email sequences, and automation boost sales and productivity.

7.5满分 10 分

定价： It has a free plan. The premium plan starts at $35/month.

主要特点：

• 内置呼叫
• Email Sequencing
• 销售管道管理

Try Close crm for FREE 阅读完整评论

什么是 ClickUp？

So, what’s ClickUp? Think of it as your all-in-one work hub.

It’s a place to manage tasks, projects, and even your team.

You can customize it to fit your work style, and it’s super flexible.

此外，探索我们最喜欢的 ClickUp 替代品…

点击

9.0

准备好提高团队的工作效率并简化工作流程了吗？ClickUp 可定制的平台和强大的功能。

免费试用 ClickUp 阅读完整评论

主要优点

• 定制： ClickUp 是 棒极了 灵活。你可以根据自己的具体工作流程进行定制。说真的，几乎所有东西都可以定制。
• 合作： 它专为团队合作而设计。实时编辑、评论和分配任务让团队合作更轻松。
• 集成： 将 ClickUp 与您已经使用的其他工具（如 Slack 或 Google Drive）连接起来。这将简化您的工作流程。
• 免费计划： 他们提供丰厚的免费计划，非常适合试用或较小的团队。

定价

• 自由的：最适合个人使用。
• 无限：每位用户 7 美元。
• 商业：每位用户 12 美元。
• 企业：根据您的要求联系他们获取定制价格。

What is Close CRM?

Alright, let’s talk about Close CRM. It’s built for sales teams. 

Think of it as a tool to close more deals.

It focuses on communication and pipeline management.

It helps you stay on top of leads.

此外，探索我们最喜欢的 Close CRM alternatives…

关闭客户关系管理

7.5

Boost sales and productivity with Close CRM’s built-in calling, email sequences, and automation.

Try Close crm for FREE 阅读完整评论

主要优点

• 内置呼叫： Make and receive calls directly within Close.
• 强大的 email sequences: Automate your outreach and follow-up.
• 先进的 报告: Track your progress and identify areas for improvement.
• Sales automation: Streamline repetitive tasks and save time.
• Dedicated support: Get help from their expert team when you need it.

定价

所有计划都将 每年计费.

• 要点: $35/seat/month.
• 生长：99 美元/席/月。
• 规模: $139/seat/month.

功能比较

Let’s examine the core differences. We’ll compare key features, highlighting where each platform excels.

This will help you determine which tool best suits your workflow and needs.

1. 项目管理

• 点击 offers robust project management with extensive customization options. It provides detailed task breakdowns, various views, and tools to streamline workflows.
• Close CRM: This CRM primarily focuses on sales pipelines. While it has task features, it lacks ClickUp’s depth in general project management.

2. 通讯工具

• ClickUp： Integrates with Slack and other communication tools, centralizing team chat and task updates within your workspace.
• Close CRM: Provides built-in communication tools like calling and email. This keeps sales communication within the platform, but it doesn’t integrate as seamlessly with external chat apps.

3. CRM Integrations

• ClickUp： Can integrate with various CRMs, including Zoho CRM and Salesforce, but its core strength isn’t CRM.
• Close CRM: Functions as a CRM itself. It has HubSpot integrations, but its focus is on its own sales-driven CRM capabilities.

4. 定制选项

• 点击 offers vast customization options, including custom fields, views, and workflows, allowing you to tailor the platform to your needs.
• Close CRM: Provides custom fields within its sales pipeline but has fewer customization options than ClickUp.

5. Productivity and Usability

• ClickUp： This aims to enhance productivity with numerous features, which can lead to a steep learning curve. The user experience is powerful but complex.
• Close CRM: Focuses on sales productivity with a more straightforward, streamlined interface. Its usability is high for sales teams, as it’s designed to help them close deals.

6. Reporting Features

• ClickUp： Provides detailed reporting features for tasks and projects. You can track progress and analyze team performance.
• Close CRM: Offers robust reporting features for sales pipelines and performance. Get actionable insights into your sales data.

7. Onboarding and Customer Support

• 点击 offers extensive documentation and tutorials, but onboarding can be challenging due to the platform’s complexity. Customer support is available, but it may vary depending on your Plan.
• Close CRM: Provides more focused onboarding for sales teams, and customer support is generally more responsive. It’s easy for teams to get started, especially those focused on sales. It also integrates well with Microsoft 365 products.

What to Look for When Choosing CRM Software?

• Consider your team’s size and technical skills to avoid a steep learning curve.
• Evaluate if built-in communication tools are essential or if integrations are sufficient.
• Assess the importance of detailed project management versus sales-specific features.
• Check for mobile app functionality if your team works on the go.
• Confirm that the software can integrate with your existing tools, like Microsoft 365.
• Compare reporting features to see which platform provides more actionable data.
• Factor in customization options to ensure the software can adapt to your evolving needs.
• Determine if onboarding and customer support are adequate for your team’s requirements.

最终裁决

So, which one wins? It depends on what you need. 

If you need a tool for everything, ClickUp is your pick. It handles tasks, projects, and even goals.

It’s super flexible. But if you’re a sales team, Close CRM is better.

It’s designed to help you close deals. It has built-in calling and email.

It also helps you track your sales pipeline. We’ve tested both, and we know what works.

Think about your primary job. Do you need a project hub or a sales machine? Don’t forget to set a reminder to check out the free trials!

免费试用 ClickUp 阅读完整评论

Try Close crm for FREE 阅读完整评论

更多 ClickUp 信息

以下是 ClickUp 与这些软件解决方案的简要比较：

• 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 与 Pipedrive: ClickUp 是一款全面的工作管理解决方案，具有灵活的 CRM 功能，而 Pipedrive 则是一款以销售为重点的 CRM，专为可视化销售管道管理和交易跟踪而设计。
• ClickUp vs Keap: ClickUp 是一个用于项目管理和可定制客户关系管理的多功能平台，而 Keap 则是一个功能强大的客户关系管理和营销自动化工具，强调潜在客户培育和销售流程。
• 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。

More of Close CRM

Here’s a brief comparison of Close CRM with these software solutions:

• Close CRM vs Gohighlevel: Close CRM focuses on sales teams with built-in calling and email for efficiency, while GoHighLevel is an all-in-one platform integrating sales, marketing automation, and lead generation.
• Close CRM 与 Pipedrive: Close CRM emphasizes robust communication tools and automation for inside sales. At the same time, Pipedrive is known for its intuitive visual sales pipeline management for small to medium businesses.
• Close CRM vs Keap: Close CRM is a sales-focused CRM with built-in calling and email sequences, whereas Keap offers more comprehensive marketing automation and e-commerce integrations.
• Close CRM vs ActiveCampaign: Close CRM excels in streamlined sales processes and communication tools, while ActiveCampaign provides more extensive marketing automation, advanced segmentation, and detailed customer journey tracking.
• Close CRM vs HubSpot: Close CRM is designed for sales teams and prioritizes built-in calling and rapid deal closing, while HubSpot offers a broader suite that encompasses marketing, sales, and customer service.
• Close CRM vs Clickfunnels: Close CRM is a sales-oriented CRM for managing leads and deals; ClickFunnels is a specialized tool for building sales funnels and optimizing conversions.
• 关闭 CRM 与民间: Close CRM is a sales-focused CRM with robust sales automation and built-in communication, while Folk offers flexible, collaborative contact management with a focus on organization and simple outreach.
• 关闭 CRM 与即时关闭: Close CRM provides a comprehensive sales CRM with integrated calling and broader sales automation, while Instantly specializes in high-volume cold email outreach and deliverability.
• 关闭 CRM 与星期一 CRM: Close CRM is a specialized sales CRM with advanced automation for closing deals. Monday CRM is a visual work OS offering customizable workflows for various business functions, including sales.
• Close CRM vs Capsule CRM: Close CRM offers robust sales automation and built-in communication for dedicated sales teams. 胶囊 CRM is a simpler, more affordable contact manager primarily for basic relationship tracking.
• Close CRM vs Insightly: Close CRM is mainly a sales-focused CRM with strong communication tools. At the same time, Insightly offers a broader CRM solution that includes robust project management and more extensive integrations.
• Close CRM vs Freshsales CRM: Close CRM emphasizes sales efficiency with built-in communication and automation. Freshsales CRM provides a comprehensive solution with advanced sales automation and in-depth reporting.
• Close CRM vs Salesforce: Close CRM is a sales engagement platform for SMBs with integrated calling and email, while Salesforce is an extensive, highly customizable enterprise-level CRM with broad sales, marketing, and service capabilities.
• Close CRM vs Zendesk: Close CRM is specifically built for sales teams and has robust calling and email features. At the same time, Zendesk is primarily a customer service platform focused on ticketing and support management.

常见问题