⚡ 快速结论：
- 定价： ClickUp starts at $7 per user. Close 客户关系管理 starts at $35 per seat each month.
- 最适合： ClickUp suits project management and task management. Close 客户关系管理 suits sales teams running outbound calls.
- 主要区别： ClickUp is a project management platform. Close CRM is a customer relationship management tool with built in calling.
- 我们的选择： ClickUp for most users. It manages projects, tasks, and team communication in one workspace.
ClickUp and Close CRM solve two different problems.
One helps you manage projects and tasks.
The other helps you close more deals over the phone.
选错会浪费金钱和时间。
This full comparison breaks down both tools in plain terms.
By the end, you will know which tool fits your team.
概述
This ClickUp vs Close CRM comparison covers pricing, core features, and ease of use.
我们还会分析每种工具最适合哪些用户。
Our writers signed up for both and explored the apps directly.
这些笔记出现在下面的“我们的团队注意到”部分中。
资料来源包括已发布的规格说明、文档和 G2 评测。
ClickUp是什么？
ClickUp is a project management software built for teams.
It helps you plan, track, and manage projects in one workspace.
You can create tasks, assign tasks, and view tasks in many ways.
ClickUp includes Gantt charts, a Kanban board, calendars, and timelines.
It also centralizes docs, calendars, and team communication in one place.
That cuts down on tool switching across your tech stack.
Watch the ClickUp review video below to see it in action.
点击上
ClickUp manages projects, tasks, and docs in one workspace. The free plan supports unlimited users. Paid plans start at $7 per user.
ClickUp定价
Here is what ClickUp costs in 2026. Let’s break down the ClickUp plans.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 自由的 | $0 | Solo workers wanting essential features |
| 无限 | 每用户每月 7 美元 | Teams that manage multiple projects |
| 商业 | 每用户每月 12 美元 | Marketing teams and Business operations |
| 企业 | 风俗 | Large companies needing single sign on |
Pricing verified June 2026.
免费试用： ClickUp offers a 15-day free trial on paid plans. No credit card is needed to test 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. It includes a limit of 100 uses of custom fields. The Enterprise plan adds HIPAA compliance and user permissions for large companies.
⚠️ 警告： You must upgrade your entire workspace at once. All members move to the paid plan together. ClickUp does not offer discounts for mixing free and paid seats.
ClickUp 的主要优势
Here is what makes ClickUp worth considering:
- One workspace: ClickUp centralizes tasks, docs, and chat. This reduces tool switching and saves time across business operations.
- Flexible views: Use a Kanban board, Gantt charts, list, or calendar. The same project can be viewed many ways.
- Time tracking: Built-in timers log billable hours. Workload views help with resource management and prevent burnout.
- ClickUp Brain： 这 人工智能助手 tracks workloads and time. It also drafts and summarizes content.
- 超过 1000 个集成： ClickUp connects to Slack, Google Drive, and Zoom. It also offers api access for developers.
- 自动化: Over 100 pre-built rules handle repetitive new tasks. Custom automations cut busy work.
- Real time editing: Docs, chat, and whiteboards support live team communication and real time editing.
我们的团队注意到了什么
我们的 作家 signed up for ClickUp and used it for several real projects. Here is what stood out from that hands-on time:
ClickUp 的优点和缺点
✅ 优点
- Free forever plan supports an unlimited number of users
- Flexible views including Gantt charts and Kanban board
- Built-in time tracking and resource management tools
- Over 1,000 integrations including Google Drive and Slack
❌缺点
- The interface feels complex and overwhelming for new users
- 报告工具分散且难以查找。
- Live chat support routes you through an AI chatbot first
什么是Close CRM？
Close CRM is a customer relationship management tool for sales teams.
It is built for small to medium businesses that close more deals by phone.
Close offers built in calling, SMS, and email in a single inbox.
Sales reps can dial leads straight from the app on desktop or mobile device.
The tool tracks every call, email, and follow ups on one timeline.
This cuts manual 数据 entry and keeps the sales process moving.
Watch the Close CRM review video below to see how it works.
关闭 CRM
Close CRM puts calling, SMS, and email in one inbox. It suits sales teams that live on the phone. Paid plans start at $35 per seat.
关闭 CRM 定价
Here is what Close CRM costs in 2026. Each plan is priced per seat.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 基本要素 | 每席每月 35 美元 | Startup features for small teams |
| 生长 | 每席每月 99 美元 | Professional features and automation |
| 规模 | 每席每月 139 美元 | Advanced features and call coaching |
Pricing verified June 2026.
免费试用： Close offers a 14-day free trial. No credit card is required to start.
退款保证： Close does not publish a standard refund window. Cancel before renewal to avoid the next charge.
📌 笔记： Higher tiers add power dialer, call coaching, and email sequences. The entry plan still includes built in calling and texting.
⚠️ 警告： Some Close documentation still lists older plan names like Startup, Professional, and Enterprise at $49, $99, and $139 when billed annually. The current tiers are Essentials, Growth, and Scale. Confirm the live price before you buy.
Close CRM 的主要优势
以下是Close CRM值得考虑的原因：
- Built in calling: Make phone calls from the browser. No separate phone system is needed for your sales team.
- Power dialer: The predictive dialer and power dialer let reps dial multiple numbers fast. This helps you reach more leads.
- Single inbox: Email, calls, and SMS sit in one view. Reps manage 外联 无需更换工具。
- 智能视图： Filter leads by criteria to focus on the best prospects. This supports a tighter sales process.
- 电话辅导： Managers join live calls to coach sales reps. This builds full team engagement during onboarding.
- 快速设置： A CSV import tool and one-click migration help you import data from other CRMs in minutes.
- 电子邮件工具： Email templates, bulk email, and email sequences automate follow ups to customers and clients.
我们的团队注意到了什么
Our writer signed up for Close CRM and tested the calling and lead tools. Here is what stood out from that hands-on time:
关闭 CRM 的优缺点
✅ 优点
- Best-in-class calling with power and predictive dialer
- Simple to learn, so the whole sales team gets started fast
- Free one-click migration help when you switch from other CRMs
- Calling, SMS, and email sit in a single inbox
❌缺点
- Reporting is weak and harder to analyze than rival crm options
- Less customizable, with limited custom objects and custom graphs
- Entry pricing is high for a 小型企业 预算紧张
功能对比
Ready to dig into a detailed comparison of ClickUp vs Close CRM?
We will explore nine key features so you can match the right tool to your work. ClickUp leans toward project management. Close CRM leans toward sales.
| 特征 | 点击上 | 关闭 CRM |
|---|---|---|
| 起价 | 每用户每月 7 美元 | 每席每月 35 美元 |
| 免费计划 | ✅ | ❌ |
| 任务管理 | ✅ | ❌ |
| 内置通话 | ❌ | ✅ |
| 甘特图 | ✅ | ❌ |
| 强力拨号器 | ❌ | ✅ |
| 时间跟踪 | ✅ | ❌ |
| 人工智能助手 | ✅ ClickUp Brain | ✅ 销售人工智能 |
| 集成 | 1,000+ | 80+ |
| 最适合 | 项目管理 | 销售拓展 |
1. Task & Lead Management
ClickUp： ClickUp is built to manage tasks and manage projects. You create tasks, assign tasks to a team member, and set a due date. A multi-level hierarchy holds Workspaces, Folders, Lists, and Subtasks. Subtasks break complex tasks into smaller steps for complex projects.
关闭客户关系管理系统： Close manages leads, not project tasks. Smart Views filter prospects so sales reps focus on hot deals. It tracks contacts and customer relationships across the full sales process.
⚠️ 警告： Close CRM is not a project management platform. If you need task management, ClickUp is the clear fit.
2. Boards, Views & Pipelines
ClickUp： ClickUp offers a Kanban board, list, calendar, and Gantt charts. The same project can be viewed many ways. This flexibility helps marketing teams plan multiple projects at once.
关闭客户关系管理系统： Close uses a visual pipeline view to spot bottlenecks. Teams can build multiple pipelines for different sales processes. The single inbox keeps every message in one stream.
3. Time Tracking & Conversations
ClickUp： ClickUp includes built-in time tracking with native timers and manual logging. You track billable hours against estimates. Workload views support resource management for the whole team.
关闭客户关系管理系统： Close logs every conversation on a profile timeline. Reps see all phone calls, emails, and texts in one place. This keeps a clear record of outreach without manual data entry.
4. 自动化
ClickUp： ClickUp automates repetitive work with over 100 pre-built rules. You can also build custom automations. This helps teams save time on routine new tasks.
关闭客户关系管理系统： Close runs workflows and automated follow ups. Reminders trigger the next phone calls or email at the right moment. This lifts response rates without extra effort.
5. Templates & Setup
ClickUp： ClickUp offers over 1,000 pre-built templates for many workflows. 建造者 templates speed up setup for new projects. This is one of ClickUp’s features that solo workers and smaller teams love.
关闭客户关系管理系统： Close keeps setup simple with a CSV import tool and one-click migration. A built-in ROI calculator helps you model the value of more deals. Most teams are live within the free trial.
6. Calendar & Integrations
ClickUp： ClickUp Calendar links tasks to dates and timelines. The platform connects to over 1,000 other tools, including Google Drive, Slack, and Zoom meetings. Developers also get api access.
关闭客户关系管理系统： Close integrates with over 80 other tools, including Zoom and Zapier. It covers the core apps a sales team needs. The list is smaller than ClickUp’s catalog.
7. 人工智能功能
ClickUp： ClickUp’s AI Notetaker captures 会议记录 and action items. It turns talk into tasks automatically. This is part of a wider set of AI features inside the platform.
关闭客户关系管理系统： Close Sales AI drafts replies and summarizes calls. It helps reps write faster email sequences and bulk email. The focus stays on selling, not project work.
8. Search & Reporting
ClickUp： Enterprise Search scans tasks, docs, and connected apps from one bar. Custom dashboards track KPIs and project health in real time. Reporting tools can feel scattered until you build your own view.
关闭客户关系管理系统： Close gives quick KPI reports for sales teams. Reporting is lighter than rival CRMs, with limited custom graphs. Heavy data teams may want more depth.
9. AI Assistant & Advanced Tools
ClickUp： ClickUp Brain is the built-in ai assistant. It tracks workloads, drafts docs, and answers questions about your work. It sits across the entire workspace.
关闭客户关系管理系统： Advanced CRM tools add custom objects, call coaching, and richer 安全 controls on higher tiers. These professional features suit growing sales teams. Setup stays lighter than a full enterprise CRM.
10. 定价与成本
让我们来并排比较一下这些定价方案。
| 计划 | 点击上 | 关闭 CRM |
|---|---|---|
| 自由的 | $0（用户数量不限） | ❌ 无免费套餐 |
| 入口 | Unlimited — $7/user/month | Essentials — $35/seat/month |
| 中 | Business — $12/user/month | Growth — $99/seat/month |
| 顶部 | 企业 — 定制 | Scale — $139/seat/month |
ClickUp： ClickUp is far cheaper for most teams. The free forever plan covers unlimited users. Paid plans run $7 to $12 per user, so budgets stretch further.
关闭客户关系管理系统： Close costs more per seat because calling is built in. The price buys a phone system, dialer, and CRM in one. For phone-heavy sales teams, that bundle can pay off.
不同场景
| 如果您需要…… | 选择 | 为什么 |
|---|---|---|
| 预算紧张 | 点击上 | Free plan, $7 paid plan |
| 内置通话 | 关闭 CRM | Phone system included |
| 任务管理 | 点击上 | Full project tools |
| Outbound sales | 关闭 CRM | Dialer and pipelines |
| 适合初学者的入门 | 关闭 CRM | Simpler, smaller learning curve |
💰 您的预算
ClickUp wins on price with a completely free tier and a $7 unlimited plan. Close CRM starts at $35 per seat, since the business plan bundles a phone system.
🔌 您的技术栈
ClickUp connects to over 1,000 other tools and has api access for any developer. Close CRM links to 80+ apps, which covers most sales tech stack needs.
📝 Your Daily Work
Pick ClickUp if your day is tasks, docs, and deadlines. Pick Close CRM if your day is phone calls, follow ups, and closing more deals.
🎓您的经验水平
ClickUp has a steeper learning curve, but ClickUp University, a deep knowledge base, and live training help. Close CRM is simpler and faster to learn for a new sales team.
🆓 免费试用和演示
ClickUp gives a 15-day free trial on paid plans plus a free forever plan. Close CRM offers a 14-day free trial with no card required.
🛟 支持选项
Neither tool has standard phone support. ClickUp adds live onboarding training and user permissions on higher tiers. Close offers proactive onboarding help and product updates by email.
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 Close CRM?
✅ 你将获得：
- Built in calling and SMS to reach more leads
- Power dialer and predictive dialer to dial multiple numbers
- Call coaching to train sales reps live
❌ 你会失去什么：
- Task management, Gantt charts, and the Kanban board
- Built-in time tracking and the whiteboard feature
- The free plan and unlimited storage on higher tiers
📋 如何切换：
- Export your contacts and deals from ClickUp as a CSV
- Create a Close CRM account and start the free trial
- Import data with the one-click migration tool
🔄 Switching from Close CRM to ClickUp?
✅ 你将获得：
- A full project management platform to manage projects
- A free forever plan with an unlimited number of users
- Whiteboards, docs, and strong communication features
❌ 你会失去什么：
- Built in calling and the power dialer
- Smart Views tuned for sales prospects
- The single sales inbox for calls and email
📋 如何切换：
- Export your leads and notes from Close CRM
- Create a ClickUp account on the free plan
- Import data and set up your first Workspace
我们的评测没有涵盖的内容
This comparison focused on small businesses and growing teams. We did not test enterprise rollouts, single sign on at scale, or deep guest access controls. Our notes reflect the June 2026 versions of both apps. If you manage large companies or need heavy reporting, your priorities may differ from what we covered here.
最终判决
| 类别 | 优胜者 |
|---|---|
| 💰 定价 | 点击上 |
| 🚀 核心功能 | 点击上 |
| 📞 Sales Calling | 关闭 CRM |
| 🎯 易用性 | 关闭 CRM |
| 🔌 集成 | 点击上 |
| 🧩 Flexibility | 点击上 |
| 🏆 总冠军 | 点击上 |
🏆 优胜者：CLICKUP
ClickUp wins 4 out of 6 categories.
最适合： project management, task management, marketing teams, and budget-minded small businesses.
ClickUp and Close CRM are two very different products. ClickUp is a project management platform. Close CRM is a sales tool with built in calling.
Close CRM is excellent for phone-heavy sales teams that want to close more deals. Its dialer and single inbox earn a high score for outbound work.
However, if you need to manage projects, tasks, and team communication, ClickUp is the better choice. It does more for less money and serves more types of teams.
ClickUp 的更多比较
Here is how ClickUp stacks up against other project management tools:
ClickUp 与 Asana 的对比
ClickUp 在以下方面胜出： free forever plan with unlimited users, built-in time tracking, more custom fields
Asana 胜出的原因： cleaner interface, gentler learning curve, polished mobile app
ClickUp 对比 Monday.com
ClickUp 在以下方面胜出： better value per user, deeper task hierarchy, more new features each quarter
Monday.com 胜出： simpler setup, colorful boards, easier reporting dashboards
ClickUp 与 Trello 的比较
ClickUp 在以下方面胜出： Gantt charts, time tracking, and enough features for complex projects
Trello 胜出之处在于： dead-simple Kanban board, faster onboarding, lighter feel for solo workers
相比之下，Close CRM 的优势更多
Here is how Close CRM stacks up against other CRMs. The video below covers more 关闭 CRM 替代方案.
险胜： built in calling, power dialer, faster setup for small businesses
HubSpot 在以下方面胜出： free CRM tier, deeper marketing tools, stronger reporting for more leads
关闭 CRM 与 Salesforce
险胜： simpler onboarding, calling out of the box, lower admin overhead
Salesforce 的优势在于： custom objects, enterprise reporting, and add-ons for large companies
Close CRM 与 Freshsales CRM 的比较
险胜： sharper calling tools, cleaner single inbox, sales-first focus
Freshsales 在以下方面胜出： lower entry price, built-in chat, more crm options on the free tier
常见问题解答
Quick answers to common questions about these business software tools, drawn from our ClickUp review and Close testing.
ClickUp是用来做什么的？
ClickUp is project management software. Teams use it to plan, assign tasks, and track work in one workspace. It also handles docs, time tracking, and team communication.
ClickUp 的价格是多少？
ClickUp has a free forever plan. The Unlimited plan costs $7 per user monthly. The Business plan is $12 per user. The Enterprise plan uses custom pricing.
Close CRM 的用途是什么？
Close CRM helps sales teams close more deals. It bundles calling, SMS, and email in one inbox. A dialer drives fast outreach to leads and customers.
Is ClickUp better than Close CRM?
They serve different jobs. ClickUp wins for project management and task management. Close CRM wins for outbound calling. Choose Close for phone-heavy sales teams that need other features around the dialer.
Close 与其他 CRM 系统有何不同？
Close builds calling and texting straight into the CRM. Most rivals need add-ons. This sales-first focus sets it apart, though reporting is lighter than some crm options.
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