You’re stuck. You need a 客户关系管理. But, Copper 客户关系管理 vs ClickUp?
Imagine picking the wrong one.
You waste money and time, and your team gets frustrated.
Don’t worry; we’re going to break down Copper 客户关系管理 vs ClickUp in simple terms.
Let’s find your best pick.
概述
To give you the real deal, we didn’t just read reviews. We dove in.
Our team tested both Copper 客户关系管理 and ClickUp, exploring their features, pricing, and how they fit into daily work.
This hands-on experience lets us give you a clear, honest comparison.
想要一款能与你的 Google 应用无缝集成的 CRM 系统吗？体验更顺畅的工作流程！
定价： It has a free trial. The premium plan starts at $9/month.
主要特点：
- Google Workspace 集成
- 联系人管理
- 管道管理
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 ClickUp？
Now, let’s talk about ClickUp. It’s more than just a CRM.
It’s a work hub. Think about tasks, projects, and goals all in one place.
You can customize it to fit your workflow.
It’s built for teams that need flexibility.
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
什么是 Copper CRM？
Okay, so Copper CRM is all about making sales smooth.
It’s like Google Workspace but with a sales twist.
It keeps your contacts and deals organized, and you get a clear view of your sales pipeline.
It’s built for teams that live in their inboxes.
此外，探索我们最喜欢的 铜 CRM 替代品…
我们的观点
别再每周浪费 10 个小时手动输入数据了！Copper CRM 软件可自动化您的销售流程，并与 Google Workspace 无缝集成。
主要优点
Copper CRM 的简洁性和集成性非常出色。它的优势如下：
- 轻松集成 Google Workspace： 无需离开 Gmail 收件箱即可管理您的联系人、交易和项目。
- 直观的界面： 即使对于 CRM 初学者来说，Copper 也很容易导航。
- 可视化管道管理： 清晰了解您的销售流程并轻松跟踪交易。
- 自动数据输入： Copper 自动从电子邮件和其他交互中捕获联系信息，节省时间和精力。
定价
所有价格将按年计费。
- ,” “plano de projeto” ou “calendário de conteúdo”).：9 美元/座位/月。
- 基本的：23 美元/座位/月。
- 专业的：59 美元/席/月。
- É onde todos os seus projetos e tarefas são organizados.：99 美元/席/月。
Você pode ter mais de um espaço de trabalho.
缺点
功能比较
This analysis evaluates Copper CRM, which is designed for seamless google workspace integration and minimal manual Das bedeutet, dass Ihr 入口。
ClickUp, a powerful project management platform built for task management across the entire workspace.
This comparison will clarify which 商业 software is the better investment for optimizing sales processes versus comprehensive internal workflow management.
1. Core Focus and Primary Use
- 铜: Primarily a customer relationship management tool focused on relationship tracking, managing contact management, and automating sales interactions. It minimizes manual data entry through its chrome extension and google workspace integration.
- 点击: Primarily a project management platform and collaboration tool designed to manage the entire workspace, centralizing task management, docs, and goals. It is a powerful business software suite focused on business operations.
2. CRM and Sales Pipeline
- 铜: Provides dedicated CRM features like robust contact management, multiple pipelines, and sales process tracking, aimed at the sales team. It allows sales reps to focus on the sales process without being slowed by administrative work.
- 点击: Offers CRM capabilities through customizable boards and forms, which can be tailored for sales processes. However, these features are built using custom fields and automations rather than native CRM modules.
3. Project Management Tools
- 铜: Includes basic project management tools related to sales activities, such as assigning follow-up manage tasks and setting reminders in google calendar for the sales team. It lacks advanced features.
- 点击: Excels here, offering comprehensive project management tools like gantt charts, kanban board, whiteboard feature, and 时间跟踪. It provides everything needed to manage complex tasks and multiple projects across the entire workspace.
4. Collaboration and Communication
- 铜: Collaboration centers around the gmail 收件箱 and google docs, leveraging google workspace integration to provide team visibility into customer relationship management data. Team communication is efficient within the Google ecosystem.
- 点击: Built for internal collaboration, offering native chat, real time editing in docs, and comprehensive communication features across the entire workspace. It provides seamless collaboration for every team member.
5. Pricing and Plans
- 铜 crm pricing is per user per month. The business tier provides access to the best features like workflow 自动化 and custom reports, while paid plans ensure the necessary level of functionality.
- 点击: Offers a generous free plan and scalable clickup plans including paid plans and an enterprise plan. The free forever plan offers enough features for small teams, while unlimited plan tiers cater to large organizations. Billed annually subscriptions usually offer discounts.
6.整合与生态系统
- Copper’s integration is laser-focused on Google Workspace (gmail inbox, google docs, google calendar, google drive, google sheets). Its chrome extension provides a seamless experience.
- 点击: Offers over 1,000 third party integrations, robust api access for advanced users, and tools like import data and single sign on for the entire workspace. It easily integrates with almost any tech stack.
7. Automation and Workflow Automation
- 铜: Provides workflow automation focused on the sales process, such as moving leads through pipelines or updating fields based on emails from the gmail inbox.
- ClickUp： Features highly flexible automation, allowing users to assign tasks, manage deadlines (due date), and automate internal business processes across the entire workspace. The ai assistant can further save time.
8. User Interface and Learning
- 铜: Features a clean, minimalist user interface designed to blend into the gmail inbox, making it quick to learn for Google users. The clickup review often highlights its steep learning curve by comparison.
- 点击: Extremely flexible but complex. The clickup brain and management platform offer unlimited number of customization options, requiring live training and knowledge base resources, though clickup university and live onboarding training are available.
9. Extensibility and Advanced Tools
- 铜: Advanced features are primarily focused on the sales team (e.g., lead capture, website tracking). The business tier is needed for many advanced features like website tracking.
- 点击 includes advanced tools like native whiteboard feature, ai assistant, real time editing, custom fields, and guest access. It offers enough features and new features constantly developed to manage complex tasks and business operations.
10. Suitability and Feature Scope
- 铜: Lacks many advanced capabilities but focuses on essential features for the sales team. Its business plan is designed to minimize complexity for Google-centric small teams.
- 点击: The breadth of its platform, including resource management and other features, makes it powerful for marketing teams. The ability for solo workers to view tasks and manage projects seamlessly with its completely free model and constant flow of new tasks and new features gives it a high score in versatility.
What to Look For in a CRM Platform?
- Consider your team’s size and workflow.
- Evaluate integration needs like marketing tools with existing software.
- Assess capability for scalability.
- Check for user-friendly interface and training resources.
- Determine necessary reporting and metric tracking.
- Ensure the crm software offers adequate support.
- Think about long-term productivity goals.
最终裁决
So, here’s the deal.
If you live in Google Workspace and need a simple sales CRM, Copper CRM is solid.
It’s easy to use and keeps things organized.
But, if you want a powerful tool that does everything, ClickUp wins.
It handles tasks, projects, and even some CRM stuff.
It’s flexible. You can use it for anything.
Plus, the whiteboard and task views help you plan effectively.
We’ve tested both, and for most teams, ClickUp’s versatility is hard to beat.
Choose what fits your work style. We’ve been there. We get it.
更多 Copper CRM
以下是 Copper CRM 与这些软件解决方案的简要比较：
- Copper CRM 与 Pipedrive 对比: Copper CRM 在 Google Workspace 集成和联系人管理方面表现出色，而 Pipedrive 则专注于为销售驱动型组织提供可视化销售渠道管理。
- Copper 与 GoHighLevel 对比Copper 最适合使用 Google 的团队。它使用简单，并且内置于 Gmail 中。GoHighLevel 是一款更强大的工具，可以满足营销代理的需求。它拥有更强大的自动化功能，可以管理多个客户。
- Copper CRM 与 Keap: Copper CRM 提供无缝的 Google 集成以简化 CRM，而 Keap 提供具有广泛功能的强大销售和营销自动化。
- Copper CRM 与 ActiveCampaign 对比: Copper CRM 提供直观的 Google Workspace 集成来管理客户互动，而 ActiveCampaign 则专注于高级营销自动化和详细的客户细分。
- Copper CRM 与 Hubspot: Copper CRM 优先考虑深度 Google Workspace 集成和易用性，而 HubSpot 则提供全面的营销、销售和服务工具套件。
- Copper CRM 与 Clickfunnels 对比: Copper CRM 是一个客户关系管理系统，而 ClickFunnels 是一个专门的销售漏斗构建器，旨在产生潜在客户并实现销售自动化。
- Copper CRM 与 Folk 对比: Copper CRM 与 Google Workspace 紧密集成，用于销售和联系人管理，而 Folk 则强调简单、协作的联系人组织和定制。
- Copper CRM 与 Instantly: Copper CRM 通过与 Google Workspace 集成提供完整的 CRM 体验，而 Instantly 主要是用于冷电子邮件活动的电子邮件推广工具。
- Copper CRM 与 ClickUp 对比: Copper CRM 是一款与 Google Workspace 紧密集成的专业 CRM，而 ClickUp 是一款多功能工作管理平台，包含 CRM 功能等。
- Copper CRM 与 Monday CRM 对比: Copper CRM 提供简单的、以 Google 为中心的 CRM 体验，而 Monday CRM 提供高度可定制的可视化工作流程和强大的项目管理功能。
- 铜 CRM 与胶囊 CRM: Copper CRM 提供深度 Google Workspace 集成和强大的销售渠道功能，而 Capsule CRM 是一款更简单的联系人管理器，专注于基本的销售跟踪。
- Copper CRM 与 Insightly: Copper CRM 专注于 Google Workspace 集成和直观的销售渠道，而 Insightly 提供具有项目管理和高级工作流自动化功能的更广泛的 CRM。
- Copper CRM 与 Freshsales CRM 对比: Copper CRM 提供具有可视化管道和 Google 集成的上下文 CRM，而 Freshsales CRM 提供 AI 驱动的潜在客户评分、高级分析和集成通信。
- Copper CRM 与 Salesforce: Copper CRM 提供与 Google Workspace 紧密集成的用户友好型解决方案。同时，Salesforce 是一款高度可定制、功能丰富的企业级 CRM。
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 Copper CRM better for small businesses?
Copper CRM’s integration with sCRM city and Google Workspace makes it a strong choice. If your 小型企业 relies heavily on Google tools and needs a straightforward sales CRM, it’s a fit.
ClickUp 能否取代我的项目管理软件？
Yes, ClickUp is designed to be a comprehensive work hub. Its customizable features and various views allow it to handle complex project management tasks, potentially replacing other tools.
Does Copper CRM offer any free trial?
Yes, Copper CRM offers a free trial, allowing users to test its features before committing to a paid plan. However, the software does not offer a free version.
How does ClickUp compare to the paid plans?
ClickUp is suitable for personal use or very small teams. Paid plans unlock advanced features like unlimited storage, more integrations, and advanced reporting.
Which platform is easier to integrate with other tools?
ClickUp generally offers more integrations. It connects with a wider range of apps and services, providing greater flexibility compared to Copper CRM’s CRM’s on Google CRM’s workspace integration.
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