⚡ 快速结论：
- 定价： ClickUp paid plans start at $7/user/month. Copper 客户关系管理 pricing starts at $9/seat/month on the Starter plan.
- 最适合： ClickUp suits teams that manage projects and complex tasks. Copper fits sales teams living inside Gmail and Google Calendar.
- 主要区别： Copper is a sales 客户关系管理 built around Google Workspace. ClickUp is a project management platform with task management at its core.
- 我们的选择： ClickUp for most users, based on its 4.3 rating, free forever plan, and wider feature set.
These two tools are not really rivals on paper.
Copper CRM tracks leads and deals inside your Gmail 收件箱.
ClickUp tracks projects, tasks, and the work that follows the sale.
Yet 小型企业 keep comparing them for one reason.
Both promise one workspace for client work, and only one budget exists.
概述
This full Copper CRM vs ClickUp comparison covers pricing, core features, and ease of use.
We checked documentation, pricing pages, and public user reviews for both tools.
我们的撰稿人也亲自体验了每个平台。
这些笔记出现在下面的“我们的团队注意到”部分中。
By the end, you will know which tool matches your sales process.
ClickUp是什么？
ClickUp is project management software that keeps work in one workspace.
Teams plan, track, and manage tasks without switching between other tools.
You can assign tasks, set a due date, and view tasks in several layouts.
ClickUp includes docs, chat, and a whiteboard feature for team communication.
An AI assistant called ClickUp Brain tracks workloads and drafts updates.
The video below walks through the interface at normal working speed.
🏆 优胜者：ClickUp
One workspace for tasks, docs, goals, and time tracking. The free plan carries an unlimited number of users. Paid plans start low and scale with your team.
ClickUp定价
ClickUp offers a free plan plus three paid tiers. The Unlimited plan opens the paid range.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 自由的 | $0 | Solo workers and small teams testing the tool |
| 无限 | 每用户每月 7 美元 | Growing teams that need unlimited storage |
| 商业 | 每用户每月 12 美元 | Marketing teams and multiple projects at once |
| 企业 | 风俗 | Large firms needing single sign on and HIPAA |
Pricing verified August 2026.
免费试用： Yes. ClickUp runs a 15-day free trial on its paid plans.
退款保证： Yes. A 30-day money-back guarantee covers every paid plan.
📌 笔记： The free forever plan allows unlimited users but caps custom fields at 100 uses. The Enterprise plan adds live onboarding training and user permissions built for bigger firms.
⚠️ 警告： ClickUp plans upgrade the entire workspace at once. Every team member moves to the paid plan together, so the per user cost adds up fast. ClickUp does offer discounts when plans are billed annually.
ClickUp 的主要优势
Here is what makes ClickUp worth a look:
- 灵活的视角： Switch between list, Kanban board, calendar, Gantt charts, and timeline. Each view suits a different stage of work.
- One place for work: Tasks, docs, calendars, and chat live together. That cuts tool switching across daily business operations.
- 自动化 without code: Over 100 pre-built automation templates handle repetitive steps. Custom rules save time on handoffs.
- Time tracking built in: Native timers log billable hours against estimates. Workload views support resource management and prevent burnout.
- Deep integration options: ClickUp connects with over 1,000 apps including Slack, Zoom, and Google Drive. API access covers anything custom.
- Docs and whiteboards: Real time editing lets two people write together. Whiteboards turn brainstorms into new tasks 即刻.
- Help when stuck: ClickUp University, a searchable knowledge base, and 24/7 live chat cover most questions.
Many other features only make sense once your own projects are inside.
我们的团队注意到了什么
我们的 作家 set up a workspace in ClickUp and ran client projects through it for several days. Here is what stood out from that hands-on time:
ClickUp 的优点和缺点
✅ 优点
- The free forever plan supports an unlimited number of users
- Over 1,000 integrations connect ClickUp to most tech stacks
- List, Kanban board, calendar, and Gantt charts sit in one tool
- ClickUp Brain answers questions and tracks workloads for you
- Built-in time tracking and workload views help resource management
❌缺点
- The interface feels overwhelming for new users
- Reporting tools are scattered across the platform and hard to find
- No phone support, so live chat starts with an AI chatbot
- Time tracking can feel cumbersome during daily use
Copper CRM是什么？
Copper CRM is customer relationship management software built for Google Workspace.
它于 2012 年作为 Gmail 扩展程序推出，彻底终结了手动数据输入。
Today a Chrome extension puts contact management inside your Gmail inbox.
Sales reps add a new lead, log calls, or create tasks directly from Gmail.
Copper says it serves over 30,000 CRM customers, including Google itself.
This walkthrough shows how the CRM sits beside your inbox.
Runner Up: Copper CRM
The CRM made for Gmail and Google Calendar users. Records fill themselves from your email. A 14-day free trial lets you test the fit first.
铜 CRM 定价
Copper CRM pricing runs across four seat-based tiers.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 起动机 | 每席每月 9 美元 | 仅限单人用户组织联系人 |
| 基本的 | 每席每月 23 美元 | 小型企业 teams up to 2,500 contacts |
| 专业的 | 每席每月 59 美元 | Sales teams needing workflow automation |
| 商业 | 每席每月 99 美元 | Firms wanting an email sequence and bulk emails |
Pricing verified August 2026.
免费试用： Yes. Copper runs a 14-day free trial with no card charged upfront.
退款保证： None published. You cancel before the next billing date instead.
📌 笔记： The Starter plan skips pipeline functionality, so it only organizes contacts. The Basic plan manages up to 2,500 contacts. The Professional plan lets you import up to 15,000 contacts.
⚠️ Pricing conflict: The table above uses our CSV figures, which line up with annual billing. Our research found higher rates when paid monthly: $29 for Basic, $69 for Professional, and $134 for Business. Check the vendor site before you buy.
Copper CRM 的主要优势
Here is where Copper earns its place:
- Google Workspace 集成： Copper’s integration with Google Workspace, formerly G Suite, syncs email, meetings, and contact data on its own.
- No manual data entry: Records fill themselves from Gmail and Google Calendar. Attachments link back to Google Docs, Google Sheets, and Google Drive.
- 可视化管道： You can create pipelines for each service line. Multiple pipelines let one team track deals and onboarding side by side.
- Email tools that feel native: Automated emails go out from your own Gmail account. Email templates keep replies consistent across the sales team.
- Activity insight: Copper shows when someone opened an email and what they clicked. That helps you easily track warm leads.
- Reporting you control: Custom reporting builds sales reports from your own Copper data, with lead scoring to rank new contacts.
- Clear billing: Pricing is transparent, unlike other CRMs that hide customization and developer costs.
How much of that value you keep depends on your Google setup.
我们的团队注意到了什么
Our writer connected Copper to a working Gmail account and tracked live deals through it. Here is what that time surfaced:
Copper CRM 的优缺点
✅ 优点
- Google Workspace integration no other CRM matches
- The interface mirrors Google products, so onboarding is quick
- A friendly API makes custom integration work simple
- Automatic capture of email, meetings, and new contacts
❌缺点
- Pricing runs high for the same functionality other CRMs offer
- Limited features for companies on Microsoft 365
- Contact management glitches, including disappearing contact details
- Marketing tools feel clunky and rely on the Outfunnel add ons
功能对比
These two products overlap in places and split hard in others. We compare ten areas that decide most buying calls.
| 特征 | 点击上 | Copper CRM |
|---|---|---|
| 起价 | 每用户每月 7 美元 | 每席每月 9 美元 |
| 免费计划 | ✅ | ❌ |
| 项目管理 | ✅ | ✅ 基本款 |
| 联系管理 | ❌ | ✅ |
| 销售渠道 | ✅ 手动设置 | ✅ 原生 |
| 领先得分 | ❌ | ✅ |
| 时间跟踪 | ✅ | ❌ |
| 人工智能助手 | ✅ ClickUp Brain | ❌ |
| Google Workspace 集成 | ✅ 标准 | ✅ 深 |
| 最适合 | 项目管理和任务管理 | Gmail-based sales teams |
1. Project Management & Task Views
ClickUp： This is home turf for ClickUp. A multi-level hierarchy runs from Workspaces down to Spaces, Folders, Lists, Tasks, and Subtasks. You can manage projects in list, board, calendar, timeline, or Gantt view without rebuilding anything.
Copper CRM： Copper can manage projects, but through pipelines rather than a true project management platform. Stages replace task lists. That works for client onboarding and misses the mark on complex projects with dependencies.
2. Contact Management & Pipelines
ClickUp： There is no native CRM object here. Teams build a sales CRM from custom fields and a Kanban board, then move cards between stages. It works, but you own the setup and the cleanup.
Copper CRM： Leads, people, companies, and opportunities are built-in record types. You create pipelines per team and drag deals across stages. Contacts, clients, and deal history stay linked without extra work.
⚠️ 警告： Some Copper users report contact management glitches, including contact information that disappears from records. Keep an export of your data as backup.
3. 工作流自动化
ClickUp： Over 100 pre-built automation templates cover status changes, assignments, and due date shifts. An AI automation 建筑商 writes rules from a plain sentence. Teams automate tasks without touching code.
Copper CRM： Workflow automation removes repetitive steps and manual data entry across the sales process. The catch is placement. These advanced capabilities start on the Professional plan, so the Starter and Basic tiers stay manual.
4. Communication & Email Tools
ClickUp： Communication features point inward at the team. Chat, comments, docs, and an AI notetaker keep decisions attached to the work. There is no outbound email engine for prospects.
Copper CRM： Copper points outward at customers. Email templates and automated emails send straight from your Gmail account, which keeps them personal. An email sequence and bulk emails sit in the Business tier only.
⚠️ 警告： Because Copper sends through Google Workspace, those messages count as transactional email with no unsubscribe link. Plan your 外联 around that limit.
5. Google Workspace 集成
ClickUp： Google Drive, Google Calendar, and Gmail all connect through standard integrations. Two-way calendar sync pulls tasks onto your schedule. It is solid, but it is one of over 1,000 connections rather than the whole design.
Copper CRM： This is the whole point of the product. The Chrome extension surfaces CRM records inside Gmail and Google Calendar. Copper’s integration is unmatched here, though it also means Microsoft 365 companies are locked out.
6. Lead Tracking & Scoring
ClickUp： Lead scoring does not exist as a native feature. What ClickUp offers instead is enterprise search across tasks, docs, and connected apps. You find the record fast, then judge its value yourself.
Copper CRM： Lead scoring ranks a new lead by activity and fit. Copper also tracks email opens and clicks, so sales reps see who is warm. Website tracking runs through Outfunnel rather than Copper itself.
7. 时间跟踪与报告
ClickUp： Native timers and manual logging capture billable hours against estimates. Dashboards then show KPIs, team capacity, and project health in real time. The catch is that reporting tools sit in scattered spots.
Copper CRM： Copper skips time tracking entirely. Its reporting is sales-shaped instead, letting you build custom sales reports from pipeline and activity data. Reporting depth improves on the Professional and Business plans.
8. 人工智能助手
ClickUp： ClickUp Brain answers questions about your workspace and summarizes threads. It also flags workloads before they tip over. For complex tasks spread across teams, that context matters.
Copper CRM： Copper has no equivalent AI assistant. Automation covers the gap by handling routine follow-ups and record updates. That keeps admin low, but nothing writes or summarizes for you.
9. Data Import & Templates
ClickUp： Over 1,000 pre-built templates cover sprints, campaigns, and onboarding. You can import data from other tools during setup, then adapt a template instead of starting blank.
Copper CRM： Copper imports contacts from spreadsheets or another CRM through a guided mapping step. The Professional plan raises that ceiling to 15,000 contacts. Templates here mean email templates, not project blueprints.
10. 定价与成本
Here are the plans side by side.
| 层级 | 点击上 | Copper CRM |
|---|---|---|
| 自由的 | $0 | ❌ 无免费套餐 |
| 入口 | 无限量：每用户每月 7 美元 | 入门级：9 美元/座位/月 |
| 中 | 企业版：每用户每月 12 美元 | 基本价格：每席位每月 23 美元 |
| 上 | 企业：定制 | 专业版：59 美元/席位/月 |
| 顶部 | — | 商务套餐：99 美元/座位/月 |
ClickUp： The gap widens as you climb. ClickUp’s top listed tier costs $12 per user per month, while Copper’s reaches $99 per seat. A completely free tier also means you can test with the whole team first.
Copper CRM： Copper costs more because it does a narrower job well. The steep jump between tiers hurts small teams, since the features most buyers want start at $59 per seat.
不同场景
| 如果您需要…… | 选择 | 为什么 |
|---|---|---|
| 预算紧张 | 点击上 | Free plan, then $7 per user |
| Deals tracked in Gmail | Copper CRM | Records live inside the inbox |
| 项目和任务管理 | 点击上 | Five views and dependencies |
| Lead scoring and sales reporting | Copper CRM | Native CRM record types |
| Time tracking on client work | 点击上 | Timers built into every task |
| Microsoft 365 offices | 点击上 | Copper needs Google Workspace |
💰 您的预算
ClickUp’s free plan costs nothing for an unlimited number of users. Copper has no free tier, so five seats on Basic start at $115 per month.
🔌 您的技术栈
Copper only makes sense if Google products already run your day. ClickUp fits any tech stack thanks to 1,000-plus integrations and open API access.
📝 Your Daily Workflow
Sales-led teams that live in email get more from a sales CRM. Delivery teams juggling multiple projects need a project management tool instead.
🎓您的经验水平
Copper is easier on day one because it looks like Gmail. ClickUp’s features take longer to learn, and new users often call the interface overwhelming.
🆓 免费试用和演示
Copper gives you 14 days to test the fit. ClickUp gives 15 days on paid plans, plus a free tier you can keep using afterwards.
🛟 支持选项
Neither vendor offers phone support on standard tiers. ClickUp counters with 24/7 chat, a deep knowledge base, ClickUp University, and live training for larger accounts.
切换指南
Already running one of these? Here is what changes when you move.
🔄 Switching from ClickUp to Copper CRM?
✅ 你将获得：
- CRM records that update themselves from your Gmail inbox
- Lead scoring, deal stages, and sales reporting out of the box
- A far shorter learning curve for non-technical sales reps
❌ 你会失去什么：
- Gantt charts, dependencies, and real task management
- Time tracking, workload views, and the ClickUp Brain assistant
- The free tier and guest access for outside collaborators
📋 如何切换：
- Export your ClickUp lists and custom fields to CSV
- Start the 14-day Copper trial with your Google Workspace account
- Map columns to people, companies, and opportunities, then import
🔄 Switching from Copper CRM to ClickUp?
✅ 你将获得：
- A lower bill, starting with the free plan for smaller teams
- Views for every stage: list, board, calendar, timeline, and Gantt
- Docs, whiteboards, and chat that replace several other tools
❌ 你会失去什么：
- Automatic contact capture from Gmail and Google Calendar
- Native lead scoring and opportunity records
- Email templates that send from your own address
📋 如何切换：
- Export contacts, companies, and pipelines from Copper as CSV
- Create a free ClickUp workspace and add each team member
- Import data into a sales template, then rebuild stages as a board
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 the Enterprise plan, custom quotes, or single sign on rollouts at scale. Copper’s marketing tools through Outfunnel also sit outside what we reviewed. Our notes reflect the August 2026 versions, and new features may have shipped since.
最终判决
| 类别 | 优胜者 |
|---|---|
| 💰 定价 | 点击上 |
| 🚀 核心功能 | 点击上 |
| 🎯 Contact & Lead Management | Copper CRM |
| ⚙️自动化 | 点击上 |
| 👶 易用性 | Copper CRM |
| 🔌 集成 | 点击上 |
| 🤖 AI助手 | 点击上 |
| 🏆 总冠军 | 点击上 |
🏆 优胜者：CLICKUP
ClickUp wins 5 of the 7 categories above.
最适合： project management, task management across multiple projects, and teams that want business software without a per-seat shock.
These are two different products aimed at two different jobs. ClickUp earns a high score because it covers more ground for less money and keeps essential features on cheap tiers.
Copper is the better pick in one clear case. If your sales process happens inside Gmail and Google Calendar, no project management platform will match that fit.
For everyone else, ClickUp’s free plan has enough features to start today. Read our ClickUp review if you want the deeper look at each tier.
ClickUp 的更多比较
Here is how ClickUp lines up against other project management tools:
ClickUp 对比 Monday.com
ClickUp 在以下方面胜出： a free tier with no seat cap, cheaper paid plans, and built-in docs
Monday.com 胜出： a calmer first-run experience, cleaner dashboards, and stronger sales CRM add-ons
ClickUp 与 Asana 的对比
ClickUp 在以下方面胜出： native time tracking, more view types, and a cheaper mid tier
Asana 胜出的原因： simpler navigation, fewer settings to configure, and steadier mobile performance
ClickUp 与 Trello 的比较
ClickUp 在以下方面胜出： dependencies, reporting dashboards, and handling complex projects beyond a board
Trello 胜出之处在于： five-minute setup, near-zero training, and a lighter feel for tiny teams
ClickUp 在以下方面胜出： task automation, timers, and workload views for resourcing
概念 获胜方式： document structure, a friendlier editor, and knowledge base building
铜CRM对比
Here is how Copper stacks up against other CRM options:
铜的胜出之处在于： Gmail-native records, a simpler API to build against, and faster onboarding
HubSpot 在以下方面胜出： a free CRM tier, real marketing automation, and reporting depth
铜的胜出之处在于： deeper Google Workspace ties, richer activity capture, and email open tracking
Capsule 胜出： lower entry cost, a free tier for two users, and Microsoft 365 support
The video below covers a wider set of 铜的替代品.
铜的胜出之处在于： inbox-first design, cleaner daily use, and quicker setup for sales reps
Insightly 在以下方面胜出： project delivery features, custom objects, and platform-neutral email support
铜的胜出之处在于： automatic Gmail sync, purpose-built deal records, and less configuration
周一 CRM 胜出： flexible boards, cross-team visibility, and lower cost per seat
常见问题解答
ClickUp是用来做什么的？
Teams use it to plan projects, assign work, track time, and hold documents in one place. It replaces separate task, chat, and reporting apps.
Copper CRM是做什么用的？
It manages contacts, deals, and follow-ups for sales teams that work inside Gmail. Records fill in automatically from email and calendar activity.
ClickUp 真的是免费的吗？
Yes. The free forever tier costs nothing and allows unlimited members. Limits apply to custom fields and advanced views, but core work management stays open.
Copper公司收费多少？
Four tiers run from $9 per seat monthly on Starter up to $99 per seat on Business. There is no free tier, only a 14-day trial.
Copper CRM 是否支持 Outlook？
No. The product is built around Google Workspace, so Microsoft 365 offices lose the automatic sync that makes it worth the price.
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