⚡ 快速结论：
- 定价： 周一 客户关系管理 starts at $9 per user per month. Capsule CRM starts at $18/user/month but adds a free plan.
- 最适合： Monday CRM suits teams managing projects and deals together. Capsule CRM suits small businesses that want simple contact management.
- 主要区别： Monday CRM ships with work management tools like a Kanban board and Gantt chart. Capsule CRM stays focused on the sales pipeline.
- 我们的选择： Monday CRM for most users. It covers customer relationship management and project management in one dashboard.
Most teams shopping for CRM software already own a spreadsheet that stopped working.
Monday CRM and Capsule CRM both fix that problem.
But they fix it in very different ways.
One is a full work management platform with a CRM layer on top.
The other is a lean CRM system built for 小型企业 销售团队。
Here is how to pick the right one.
概述
This Monday CRM vs Capsule CRM comparison covers pricing, core features, and ease of use.
We also break down which sales team each tool fits best.
我们的信息来源包括已发布的规格说明、供应商文档和 G2 评测。
By the end you will know which CRM solution matches your budget.
什么是Monday CRM？
Monday CRM is the sales product built on the monday.com work management platform.
It runs on the same boards that power monday.com project management software.
You track deals, contact records, and project timelines in the same workspace.
Monday.com serves over 152,000 customers across more than 200 countries.
The app resembles a set of highly customized spreadsheets with a clean interface.
That design makes it popular with sales, marketing, and human resources teams alike.
Here is a closer look at how the platform works day to day.
🏆 优胜者：Monday CRM
One workspace for deals, tasks, and project progress. Build boards, dashboards, and 自动化 features without code.
周一 CRM 定价
Monday CRM sells three paid plans. Here is what each tier costs.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 基本的 | 每用户每月 9 美元 | 小型团队负责跟踪联系人和交易 |
| 标准 | 每用户每月 12 美元 | Teams that need automation features |
| 专业版 | 每用户每月 19 美元 | Sales teams needing time tracking and forecasting |
Pricing verified August 2026.
免费试用： 14 days on paid plans, with no credit card required at signup.
退款保证： monday.com’s terms describe a 30-day refund window on annual billing.
📌 笔记： Monday.com also lists a limited free plan and an Enterprise plan with custom pricing. Seats are sold in blocks, so a 4-person team pays for 5.
⚠️ Pricing conflict flagged: Some sources quote the Basic plan as $36 per month for three users. Our CSV records $9 per user per month. We use the CSV figure throughout. Check the pricing page before you pay annually.
Monday CRM 的主要优势
以下是Monday CRM值得考虑的原因：
- 多个项目视图： Switch between Kanban, Gantt, timeline, and calendar layouts. The same board renders every view.
- 自动化构建器： A straightforward builder creates custom workflow automation rules in just a few clicks.
- 50+ integrations: Connect Slack, Google Calendar, Microsoft Teams, and Google Sheets. Third party integrations cover most stacks.
- 自定义仪表盘： Pull deal data from several boards into one view. Managers see project progress at a glance.
- Learning material: The knowledge base holds hundreds of video tutorials for new users.
- Always-on help: Live chat customer support runs 24/7 on every paid plan.
- 学生 program: College students and educators get free accounts with selected Pro features.
我们的团队注意到了什么
Note: we have not logged extended hands-on time inside a paid Monday CRM account. The points above come from monday.com documentation, the vendor pricing page, and public G2 reviews. G2 reviews repeatedly flag the customization depth as a strength and the pricing structure as a source of confusion.
星期一 CRM 的优缺点
✅ 优点
- Kanban, Gantt, timeline, and calendar views on the same board
- Automation builder handles repeatable business processes without code
- Clean interface that most team members pick up quickly
- Live chat customer support available 24/7
- Built-in time tracking from the Pro plan upward
❌缺点
- Pricing structure is complicated and priced in seat blocks
- Customization depth can overwhelm new users at first
- Prices have risen sharply over the last few years
- The free plan caps you at two seats and three boards
什么是 Capsule CRM？
Capsule CRM is a cloud-based customer relationship management platform for small businesses.
It centralises people and organisations in one place.
Each record gives a 360-degree view of email, notes, and social profiles.
The company calls this approach “powerful simplicity”.
You get core relationship and sales tools without heavy setup work.
The minimalist interface means no dedicated administrator is needed.
iOS 和移动应用程序 安卓 cover work away from the desk.
The walkthrough below shows how a Capsule account is structured.
🥈 Runner Up: Capsule CRM
A simple CRM system for keeping track of contacts and deals. The free version covers 250 contact records.
胶囊式客户关系管理定价
Capsule CRM starts free. Here is how the paid tiers compare.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 自由的 | $0 | Solo founders with 250 contacts or fewer |
| 起动机 | 每用户每月 18 美元 | Small teams needing reporting features |
| 生长 | 每用户每月 36 美元 | 不断壮大的销售和市场营销团队 |
Pricing verified August 2026.
免费试用： 14 days on every paid plan, and the free version never expires.
退款保证： no formal refund policy. You cancel and stop billing at the next cycle.
📌 笔记： The free plan covers 2 users, 250 contacts, and 50MB of storage space. Starter lifts that to 30,000 contacts and 10GB. Growth doubles the contacts and gives 20GB of file storage.
⚠️ Pricing conflict flagged: Vendor pages list monthly rates of $21 and $38, plus Advanced ($60) and Ultimate ($75) tiers. Our CSV records the rates billed annually for Free, Starter, and Growth. Discounts of up to 15% apply when you pay annually.
Capsule CRM 的主要优势
Here is what makes Capsule CRM worth a look:
- 联系人管理： One record holds every email, call, and file. Nothing sits in a silo.
- 多渠道销售： Build custom pipelines per product line. Each stage tracks sales opportunities separately.
- 项目看板： Delivery work links directly to a won deal. This closes the gap after the sales cycle ends.
- Tracks: Templated task lists cover onboarding and other repeatable business processes.
- 集成： Over 60 native links, including Xero, QuickBooks, Mailchimp, and Zapier.
- 电子邮件工具： Google Workspace and Microsoft 365 sync contacts and calendar events one way.
- Sales analytics: Dashboards report conversion rates, pipeline health, and revenue forecasts.
我们的团队注意到了什么
Note: we have not run a long paid trial of Capsule CRM. The details above come from Capsule’s documentation, its pricing page, and public reviews. G2 reviews praise the contact management and pipeline screens, and criticise the BCC-based email tracking.
Capsule CRM 的优点和缺点
✅ 优点
- Free version covers 250 contacts and two seats
- Clean, user friendly screens that need no training
- Over 60 native integrations plus Zapier for the rest
- Project boards link delivery work to closed deals
❌缺点
- 与规模更大的CRM提供商相比，其高级功能较少
- Email tracking needs you to BCC a special address
- Support runs by email, with no live chat option
- The free version has no reporting functionality
功能对比
These two products overlap on contacts and deals, then split fast. We compared the ten key features that decide most purchases. The summary table gives you the short version.
| 特征 | 星期一客户关系管理 | 胶囊客户关系管理 |
|---|---|---|
| 起价 | 每用户每月 9 美元 | 每用户每月 18 美元 |
| 免费计划 | ✅（2个座位） | ✅（250 个联系人） |
| 联系管理 | ✅ | ✅ |
| 多条销售渠道 | ✅ | ✅ |
| 甘特图视图 | ✅ | ❌ |
| 时间跟踪 | ✅（专业版） | ❌ |
| 内置电子邮件营销 | ❌ | ✅ |
| 原生集成 | 50+ | 60+ |
| 全天候在线聊天 | ✅ | ❌ |
| 最适合 | Managing projects and deals together | 简易联系人管理 |
1. Contact Management and Custom Fields
星期一客户关系管理： Contacts live on a board, so every column is a field you define. You pick the column type, then choose the options inside it. That flexibility is a strength, but the blank-canvas start can feel like a steep learning curve.
胶囊型客户关系管理： Records ship ready to use, with custom fields added on top. Every contact shows communication history, notes, and linked social profiles in one place. Capsule CRM is praised for exactly this kind of contact management.
Field flexibility matters most once your customer data grows past a few hundred rows.
2. Sales Pipeline and Deal Tracking
星期一客户关系管理： Each pipeline is a board with deal stages as groups. Drag a deal sideways and the automation features fire. Sales teams can run several pipelines for different regions or products.
胶囊型客户关系管理： The sales pipeline view is the centre of the product. You build multiple sales pipelines that match your sales process, then track sales opportunities by stage and value. Lead management and account management sit on the same screen.
3. Task Management and Project Boards
星期一客户关系管理： Task management comes from the wider work management platform. You get subitems, task dependencies, owners, and deadlines. That makes it a real project management tool, not a bolt-on task list.
胶囊型客户关系管理： Tasks attach to a contact or an opportunity, which keeps context tight. Project boards handle post-sale delivery work linked to a won deal. There are no task dependencies, so complex managing projects work belongs elsewhere.
⚠️ 警告： If your team runs software development sprints or event planning timelines inside the CRM, Capsule CRM will feel thin. Monday CRM handles that load better.
4. 工作流自动化
星期一客户关系管理： The automation builder uses plain-English recipes. Pick a trigger, pick an action, and the rule is live. Most teams build their first rule in just a few clicks.
胶囊型客户关系管理： Workflow automations cover task creation and stage changes, with multi-step rules reserved for higher tiers. Tracks give you templated checklists for onboarding and renewals. It reduces manual entry, though the rule library is smaller.
5. Dashboards and Advanced Reporting
星期一客户关系管理： Custom dashboards pull widgets from several boards at once. Managers see forecast, workload, and project progress side by side. Advanced reporting widgets sit on the higher paid plans.
胶囊型客户关系管理： The sales dashboard reports conversion rates, pipeline health, and revenue forecasting. You can generate reports on activity and win rates from the Starter tier upward. Reporting tools are absent on the free version.
6. Kanban Board and Gantt Charts
星期一客户关系管理： One board renders as a Kanban board, a table, a calendar, or a Gantt chart. Gantt charts show project timelines and dependencies without a second app. This is one of the standout features against smaller CRM tools.
胶囊型客户关系管理： Pipelines and project boards use a card layout that works like a Kanban board. There is no Gantt chart view and no timeline planner. For teams comparing project management platforms, that gap matters.
7. Resource Management and AI Tools
星期一客户关系管理： Workload views show which team member is over capacity this week. Built-in time tracking on the Pro plan feeds those numbers. An MCP connector also lets 人工智能助手 read and update boards.
胶囊型客户关系管理： There is no workload planner and no native time tracking. Capacity planning for a research team or a marketing pod has to happen elsewhere. AI help is limited to writing assistance inside emails.
💡 专业提示： If you only need deal tracking, resource planning is a feature you will never open. Do not pay for it.
8. Integrations and Email Marketing
星期一客户关系管理： The integrations centre connects over 50 apps, including Slack, Google Calendar, Microsoft Teams, and Google Sheets. Email marketing runs through third party integrations rather than a native sender. Full integration with Gmail and Outlook covers day-to-day mail.
胶囊型客户关系管理： Over 60 native links cover Xero, QuickBooks, Mailchimp, and Zapier’s 1,000-plus apps. The 转发器 integration adds marketing automation and marketing campaigns to the same account. Google Workspace and Microsoft 365 sync one way only, so edits in Capsule do not push back.
Built-in sending matters if lead generation and nurture live in the same tool.
9. Ease of Use, Collaboration and Support
星期一客户关系管理： Collaboration features include a conversation panel on every item, file sharing, mentions, and an activity log. Guest access lets clients discuss work without a paid seat. Support runs 24/7 by live chat, backed by a knowledge base and a community forum.
胶囊型客户关系管理： G2 reviews describe the layout as incredibly intuitive, and new users rarely need training. Collaboration tools are lighter: notes and tasks keep other team members on the same page, but there is no chat panel. Support is email-only, with premium support reserved for the top tiers.
10. 定价与成本
Here is the pricing structure side by side. All figures are per user, per month.
| 层级 | 星期一客户关系管理 | 胶囊客户关系管理 |
|---|---|---|
| 自由的 | 免费计划有限制 | 0 美元（250 个联系人） |
| 入门级付费计划 | 基础版——9美元/用户/月 | 入门版——18 美元/用户/月 |
| 中档 | 标准版——每用户每月 12 美元 | 增长——每用户每月 36 美元 |
| Upper tier | 专业版——每用户每月 19 美元 | ❌ (not in our data) |
| 企业计划 | 定制定价 | ❌ |
星期一客户关系管理： The Basic plan undercuts Capsule’s entry tier by half. Monday’s Pro plan at $19 per user per month still costs less than Capsule’s Growth tier. Seats are sold in blocks, so a small business with four people pays for five.
胶囊型客户关系管理： The free version is the real draw for solo founders and non-profits. Paid plans cost more per seat, but you buy exactly the seats you need. An account manager on a two-person team may never outgrow the free tier.
💡 Cost note: Monday CRM is cheaper on the entry plan. Capsule CRM is cheaper at zero users paid, because the free plan never expires.
不同场景
| 如果您需要…… | 选择 | 为什么 |
|---|---|---|
| A permanent free tier | 胶囊客户关系管理 | 250 contacts at no cost |
| Cheapest paid seat | 星期一客户关系管理 | 入场费的一半 |
| Gantt charts and timelines | 星期一客户关系管理 | Capsule has no Gantt view |
| Native email marketing | 胶囊客户关系管理 | Transpond ships inside the account |
| Managing tasks and deals together | 星期一客户关系管理 | Full work management engine |
| 不到一小时即可完成安装 | 胶囊客户关系管理 | No board building required |
💰 您的预算
Monday CRM wins on sticker price at $9 per seat. Capsule CRM wins if you can live inside a free plan.
🔌 您的技术栈
Accounting-heavy shops lean Capsule for Xero and QuickBooks. Teams already living in Slack and Google Calendar lean Monday CRM. Check the other integrations you rely on before you commit.
📝 您的销售流程
A linear pipeline with clean stages fits Capsule CRM. A messy process with handoffs to delivery fits Monday CRM better.
🎓您的经验水平
Creating boards from scratch takes patience, though customizable templates shorten the job. If nobody owns admin work, Capsule CRM is the safer pick.
🆓 免费试用和演示
Both give you 14 days on paid tiers. Import a real contact list, not sample data, or the trial proves nothing.
🛟 支持选项
Monday CRM answers by live chat around the clock. Capsule CRM answers by email, which is slower when a sync breaks mid-quarter.
切换指南
Already running one of these? Here is what changes when you move.
🔄 Switching from Monday CRM to Capsule CRM?
✅ 你将获得：
- A free tier that holds 250 contact records forever
- Native email marketing through Transpond
- A simpler screen that new hires learn in a morning
❌ 你会失去什么：
- Gantt charts, timelines, and task dependencies
- 内置时间跟踪和工作负载视图
- 24/7 live chat and the conversation panel
📋 如何切换：
- Export each board to CSV, including all the data in custom columns
- Open a Capsule account and map columns to fields
- Import contacts first, then opportunities, then reconnect apps
🔄 Switching from Capsule CRM to Monday CRM?
✅ 你将获得：
- Project management tools sitting beside the pipeline
- Dashboards that combine sales and delivery data
- A cheaper entry seat and 24/7 chat support
❌ 你会失去什么：
- The permanent free tier for two seats
- Native email sending inside the CRM
- A setup that needs no admin owner
📋 如何切换：
- Export contacts, opportunities, and tasks from Capsule
- Start from a Monday CRM template instead of a blank board
- Rebuild your automations, then invite other team members
我们的评测没有涵盖的内容
This comparison focused on small businesses and mid-sized sales teams. We did not test enterprise SSO, data residency options, or bulk licensing. Software teams running heavy API work will need to check developer docs directly. Pricing and features were checked in August 2026 and change often.
最终判决
| 类别 | 优胜者 |
|---|---|
| 💰 定价 | 星期一客户关系管理 |
| 🚀 核心功能 | 星期一客户关系管理 |
| 📇 联系人管理 | 胶囊客户关系管理 |
| 📊 报道 | 星期一客户关系管理 |
| 👶 易用性 | 胶囊客户关系管理 |
| 🔌 集成 | 领带 |
| 🛟 客户支持 | 星期一客户关系管理 |
| 🏆 总冠军 | 星期一客户关系管理 |
🏆 优胜者：MONDAY CRM
Monday CRM wins 4 of 7 categories.
最适合： managing projects and deals together, cross-team work, cheap seats at scale
These are two different products wearing the same label. Monday CRM is a work management engine with sales screens on top. Capsule CRM is a focused CRM system for customer interactions and deals.
Capsule CRM is a great tool if your only job is keeping the pipeline tidy. Its free version beats what most other CRMs give away. Small businesses with two seats may never need to pay.
But Monday CRM covers more ground for less money per seat. You get all the features of a project management platform plus a working pipeline. That is why it takes the top spot here.
周一CRM对比更多
Here is how Monday CRM lands against other tools people shortlist:
周一 CRM 胜出： cheaper seats, board views that double as project management, workload planning for delivery teams
HubSpot 在以下方面胜出： a genuinely free CRM tier, native marketing automation, deeper sales sequencing
周一 CRM 与 管道驱动
周一 CRM 胜出： multi-team use beyond sales, Gantt and calendar views, dashboards that mix project and deal data
Pipedrive 获胜： a faster sales-only setup, sharper activity reminders, less board configuration up front
周一 CRM 与 点击上
周一 CRM 胜出： a tidier interface, 24/7 chat support, a purpose-built CRM product rather than a template
ClickUp 在以下方面胜出： a cheaper first paid tier, more granular task settings, docs and whiteboards included
周一 CRM 与 Salesforce
周一 CRM 胜出： setup speed without a consultant, lower cost per user, an interface non-sales staff will actually open
Salesforce 的优势在于： depth of configuration, a far larger app marketplace, reporting built for large sales organisations
相比之下，Capsule CRM 的优势更多
Shortlisting Capsule CRM? These are the rivals worth a second look:
Capsule CRM 的优势在于： flat predictable pricing, a much shorter setup, no upsell pressure at every screen
HubSpot 在以下方面胜出： unlimited free contacts, landing pages and forms, a bigger partner network
Capsule CRM 的优势在于： a free tier Pipedrive does not offer, project boards after the deal closes, simpler contact records
Pipedrive 获胜： stronger sales forecasting, built-in call tracking, more automation rules per plan
Capsule CRM 的优势在于： a cleaner interface, faster onboarding, fewer settings to misconfigure
Zoho CRM 的优势在于： lower per-seat cost at scale, a wide suite of connected business apps, deeper customisation
Capsule CRM 与 Freshsales 的对比
Capsule CRM 的优势在于： 会计 integrations like Xero, a lighter learning curve, post-sale delivery boards
Freshsales 在以下方面胜出： built-in phone and chat channels, AI lead scoring, a more generous entry plan
常见问题解答
Monday 是 CRM 工具吗？
Yes. Monday CRM is a dedicated sales product built on the same platform as monday.com work management. It handles contacts, pipelines, and deal automation.
Monday.com 可以免费使用吗？
There is a free plan, but it caps you at two seats and three boards. Paid plans start at $9 per seat each month.
Capsule CRM是用来做什么的？
Small teams use Capsule to store contacts, track deals through a pipeline, and log every conversation. Project boards then handle delivery once a deal closes.
Capsule CRM 的价格是多少？
The free tier costs nothing for 250 contacts. Starter runs $18 per user each month and Growth runs $36, with discounts for annual billing.
那就是 最佳客户关系管理 software for a small team?
Pick Monday CRM if projects and deals share a workspace. Pick Capsule CRM if you want a simple pipeline and a free tier that never expires.
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