⚡ Nhận định nhanh:
- Chạy: Viên nang CRM starts at $18/user/month. Close CRM starts at $35/seat/month.
- Phù hợp nhất cho: Capsule CRM suits small businesses that need contact management and a simple sales pipeline. Close CRM suits outbound sales teams that live on phone calls.
- Điểm khác biệt chính: Close CRM has built in calling and a power dialer. Capsule CRM has project boards and a free version.
- Lựa chọn của chúng tôi: Capsule CRM for most doanh nghiệp nhỏ buyers, based on its lower price and free plan.
Capsule CRM and Close CRM both promise to clean up your messy sales process.
They were built for very different teams.
Capsule CRM centers on contact management and a tidy sales pipeline.
Close CRM centers on calls, email sequences, and outbound tiếp cận cộng đồng.
The price gap between them is wide too.
Here is how to pick the right CRM system for your việc kinh doanh.
Toàn cảnh
This Capsule CRM vs Close CRM comparison covers pricing, key features, and ease of use.
We also look at which CRM solution fits which kind of team.
Của chúng tôi nhà văn spent hands-on time inside Close CRM directly.
Notes on Capsule CRM come from its documentation, pricing pages, and G2 reviews.
By the end you will know which CRM software to buy.
Capsule CRM là gì?
Capsule CRM is a cloud-based customer relationship management platform for small to medium businesses.
It stores customer dữ liệu, notes, emails, and social profiles in one place.
The free version covers up to 250 contacts and two users.
Paid tiers add project boards, task tracking, and workflow automations.
The company calls this approach “powerful simplicity” rather than heavy configuration.
Most teams use Capsule to keep sales and marketing records tidy.
🏆 Người chiến thắng: Capsule CRM
A simple CRM system for small businesses. Start free with 250 contacts. Upgrade when your sales pipeline grows.
Bảng giá Capsule CRM
Here is what Capsule CRM costs in 2026.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Miễn phí | $0 | Two users and 250 contacts |
| Người mới bắt đầu | 18 đô la/người dùng/tháng | Small teams that need custom fields |
| Sự phát triển | 36 đô la/người dùng/tháng | Teams running multiple sales pipelines |
Pricing verified August 2026.
Dùng thử miễn phí: Yes. Paid plans include a 14-day trial with no card required.
Đảm bảo hoàn tiền: None published. You cancel monthly instead.
📌 Ghi chú: Capsule bills per user. Pay annually and you save up to 15% on any paid plan. Non profits can ask the sales team about extra discounts.
⚠️ Pricing conflict: Our research notes list higher figures for Capsule (Starter at $21 and Growth at $38, plus Advanced and Ultimate paid tiers). The table above uses our verified pricing data. Check the live pricing page before you buy.
Những lợi ích chính của Capsule CRM
Here is what makes Capsule worth a look:
- Quản lý liên hệ: Contact records hold emails, notes, and files. A quick search pulls up every past conversation.
- Gói miễn phí: The free plan covers 250 contacts and two users. It leaves out reporting features.
- Bảng dự án: Project boards handle post-sale delivery work linked to won deals. That makes project management part of the same tool.
- Tích hợp: Native links to Xero, QuickBooks, Mailchimp, and help desk apps. Over 1,000 other integrations arrive through Zapier.
- Tiếp thị qua email: Cái Bộ phát đáp integration runs email marketing and marketing campaigns from your Capsule account.
- Tự động hóa quy trình làm việc: Tracks turn repeatable business processes into templated task lists for onboarding or account management.
- Google Workspace: Add contacts from Gmail and manage tasks inside your hộp thư đến. Microsoft 365 works the same way.
Những điều nhóm chúng tôi nhận thấy
We have not logged extended hands-on time inside Capsule yet.
Note: The observations above come from Capsule’s published documentation, pricing pages, and G2 reviews. G2 reviews highlight the clean interface and the sales pipeline view. The mobile app is praised in those same reviews, though several reviewers want more polish.
Ưu điểm và nhược điểm của Capsule CRM
✅ Ưu điểm
- Clean, user friendly interface that needs almost no training
- Free version for up to 250 contacts and two users
- Budget friendly paid plan at $18 per user per month
- Project boards and Tracks handle post-sale work
- Over 60 native integrations plus 1,000 apps through Zapier
❌ Nhược điểm
- Lacks advanced features found in larger CRM providers
- Email tracking asks you to BCC a special address
- One-way sync only with Google Workspace and Microsoft 365
- The free version leaves out reporting tools
Close CRM là gì?
Close CRM is a sales platform built for small to medium sales teams.
It folds email, calling, and SMS into a single inbox.
Sales reps can talk to prospects without a separate phone system.
Smart Views sort leads so the hottest ones surface first.
Cái sân bóng đá is simple: help small teams close more deals faster.
Close offers a 14-day free trial plus free one-click migration.
The focus is outbound speed rather than long-term account management.
Dưới đây là cái nhìn chi tiết hơn về cách thức hoạt động của nền tảng này.
🥈 Runner Up: Close CRM
Built for teams that dial all day. Calls, texts, and email sequences sit in one inbox. Try it free for 14 days.
Bảng giá CRM
Close CRM charges per seat instead of per user.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Những điều cần thiết | 35 đô la/ghế/tháng | Solo founders testing outbound |
| Sự phát triển | 99 đô la/ghế/tháng | Sales teams that need a power dialer |
| Tỉ lệ | 139 đô la/ghế/tháng | Managers who want call coaching |
Pricing verified August 2026.
Dùng thử miễn phí: Yes. A 14-day free trial covers the full product.
Đảm bảo hoàn tiền: None published. Annual billing lowers the monthly rate.
📌 Ghi chú: Calling minutes are billed as add ons on top of your seat price. Budget for that if your sales team dials heavily.
⚠️ Pricing conflict: Our research notes list a different Close structure (Startup at $59, Professional at $109, and Enterprise at $149 monthly, cheaper when billed annually). The table above uses our verified pricing data. Confirm on the Close pricing page first.
Những lợi ích chính của Close CRM
Here is where Close earns its seat price:
- Tính năng gọi điện tích hợp: Dial from your desktop browser. The power dialer works through a list, and the predictive dialer can dial multiple numbers at once.
- Chế độ xem thông minh: Saved filters push more leads to the top of the queue by stage or activity.
- Tự động hóa quy trình làm việc: Automated follow ups and reminders lift reply rates and cut manual data entry.
- Phóng sự: Custom graphs and quick KPI reports track calls, emails, and closed deals.
- Huấn luyện qua điện thoại: Managers listen live and coach reps mid-call on higher tiers.
- Fast Migration: A CSV importer and a free one-click migration tool move data from other CRMs.
- Bảo vệ: Close treats data security as a core promise and ships frequent product updates.
Những điều nhóm chúng tôi nhận thấy
Our writer signed up for Close CRM and ran real outreach through the platform for several days. Here is what stood out from that hands-on time:
Ưu điểm và nhược điểm của Close CRM
✅ Ưu điểm
- Built in calling, texting, and email in one inbox
- Power dialer and predictive dialer for high-volume calls
- Setup is quick enough to finish inside the free trial
- Quy trình hội nhập chủ động với hỗ trợ chuyển đổi và đào tạo miễn phí.
- Rated 4.7/5 on G2 by reviewers
❌ Nhược điểm
- Reporting functionality is weaker than rival CRM options
- Entry pricing is steep for a doanh nghiệp nhỏ
- Less customizable than bigger platforms
- 80+ integrations, but a few common ones are missing
So sánh tính năng
Ready for a closer look at Capsule CRM vs Close CRM? We compare eleven areas, from core features to pricing, so you can match each tool to your own sales processes.
| Tính năng | Capsule CRM | Đóng CRM |
|---|---|---|
| Giá khởi điểm | 18 đô la/người dùng/tháng | 35 đô la/ghế/tháng |
| Gói miễn phí | ✅ | ❌ |
| Quản lý liên hệ | ✅ | ✅ |
| Gọi điện thoại tích hợp | ❌ | ✅ |
| Trình quay số điện thoại | ❌ | ✅ |
| Chuỗi email | ✅ | ✅ |
| Quản lý dự án | ✅ | ❌ |
| Trường tùy chỉnh | ✅ | ✅ |
| Báo cáo nâng cao | ✅ | ❌ |
| Ứng dụng dành cho thiết bị di động | ✅ | ✅ |
| Tốt nhất cho | Small business relationships | Đội ngũ bán hàng tiếp cận khách hàng |
1. Quản lý liên hệ
Capsule CRM: Every contact record gathers emails, notes, files, and social profiles in one dashboard. Search finds any past conversation in seconds. This is where Capsule does its best work.
Đóng CRM: Contacts sit inside a lead-first structure built for outreach. Lead management is strong, but long-term relationship history gets less room than it does in Capsule.
2. Sales Pipeline and Opportunities
Capsule CRM: You can create multiple sales pipelines that mirror different sales processes. Sales opportunities move across stages with drag and drop, and the pipeline view shows where the sales cycle stalls.
Đóng CRM: The visual pipeline highlights bottlenecks fast, and multiple pipelines are supported. Everything funnels back into one inbox so reps keep working instead of switching tabs.
3. Task Tracking and Project Boards
Capsule CRM: Project boards manage delivery work that is linked to won deals. Tracks turn repeatable business processes into templated task lists, which helps with keeping track of onboarding steps.
Đóng CRM: Workflow automations assign tasks and fire reminders after each touch. There is no project management layer, so post-sale delivery lives in other tools.
💡 Mẹo hay: If you deliver projects after the sale, Capsule saves you a second subscription.
4. Email Marketing and Sequences
Capsule CRM: The Transpond integration brings marketing tự động hóa and bulk email into the same account. You can send marketing campaigns to segments built from your customer data.
Đóng CRM: Email sequences, email templates, and AI drafting focus on one-to-one outreach. It is built for lead generation replies, not newsletters.
5. Built In Calling and Dialers
Capsule CRM: There is no native phone system. Phone calls get logged manually or through a connected app, which adds steps for teams that dial all day.
Đóng CRM: This is the headline feature. Reps dial from the browser, the power dialer works a queue, and the predictive dialer can dial multiple numbers at once. Call coaching lets a manager join live.
6. Báo cáo và Phân tích
Capsule CRM: Sales dashboards generate reports on conversion rates, pipeline health, and forecasting. Reporting features start on paid plans, since the free plan skips them entirely.
Đóng CRM: Quick KPI reports and custom graphs cover call and email activity well. Reviewers call the deeper reporting weak compared with other CRMs.
7. Sự tích hợp
Capsule CRM: Over 60 native connections cover Xero, QuickBooks, Mailchimp, and help desk apps, with 1,000 more via Zapier. Premium integrations sit on higher tiers, and the Google Workspace link is one-way only.
Đóng CRM: Around 80 connections cover Zoom meetings, Slack, and payment apps, plus a developer API for custom work. A few common connections are missing.
⚠️ Cảnh báo: Capsule syncs one way with Google Workspace and Microsoft 365. Edits made in Capsule do not push back, so full integration is not what you get.
8. Dễ sử dụng và quy trình đăng ký
Capsule CRM: The minimalist layout gets teams working without a dedicated administrator. G2 reviews describe it as a great tool for non-technical staff.
Đóng CRM: Onboarding is quick, and reviewers credit the simple layout for full team engagement. A motivated team can go live inside the trial window.
9. Custom Fields and Custom Objects
Capsule CRM: Custom fields let you tag contacts by industry, renewal date, or anything your account manager tracks. Other team members see the same structure ngay lập tức.
Đóng CRM: Custom objects and custom fields shape records around your funnel. Reviewers still find it less flexible than the biggest platforms.
10. Mobile App and Desktop Access
Capsule CRM: Hệ điều hành iOS và Android app handles contacts and tasks from any mobile device. G2 reviews praise it while asking for more depth.
Đóng CRM: Mobile apps mirror the desktop inbox, so reps can talk to clients between meetings. Dialer features feel best on desktop.
11. Định giá & Chi phí
Here are the plans side by side.
| Cấp độ | Capsule CRM | Đóng CRM |
|---|---|---|
| Miễn phí | $0 (250 liên hệ, 2 người dùng) | ❌ |
| Lối vào | Starter: $18/user/month | Gói cơ bản: 35 đô la/ghế/tháng |
| Giữa | Growth: $36/user/month | Tăng trưởng: 99 đô la/ghế/tháng |
| Đứng đầu | ❌ | Mức phí: 139 đô la/ghế/tháng |
Capsule CRM: A five-person team on Starter pays $90 a month. That covers all the features most small businesses touch daily. Pay annually and the bill drops further.
Đóng CRM: The same five seats on Essentials cost $175 a month. You are paying for the phone system, so the math works only if calls drive your revenue.
Các kịch bản khác nhau
| Nếu bạn cần… | Chọn | Tại sao |
|---|---|---|
| Ngân sách eo hẹp | Capsule CRM | Giảm một nửa giá vé vào cửa |
| Số lượng cuộc gọi điện thoại lớn | Đóng CRM | Built in calling and dialers |
| Quản lý dự án | Capsule CRM | Project boards included |
| Huấn luyện qua cuộc gọi trực tiếp | Đóng CRM | Managers join calls |
| Phiên bản miễn phí | Capsule CRM | 250 contacts at $0 |
| Deeper reporting | Capsule CRM | Stronger sales dashboards |
💰 Ngân sách của bạn
Capsule starts at $18 per user per month against $35 per seat for Close. Both get cheaper when billed annually.
🔌 Bộ công nghệ của bạn
Capsule leans on kế toán and email marketing apps for small companies. Close leans on Zoom meetings, Slack, and a developer API.
📞 Quy trình bán hàng của bạn
Relationship selling with slow follow ups favors Capsule. A dial-heavy sales process with daily quotas favors Close.
🎓 Trình độ kinh nghiệm của bạn
Neither tool needs an admin, so team engagement comes easily. Capsule is the gentler first CRM for a brand new business.
🆓 Dùng thử và bản demo miễn phí
Close gives you 14 days to test the dialer with real prospects. Capsule lets you sit on the free plan indefinitely.
🛟 Các tùy chọn hỗ trợ
Capsule support runs mainly through email, and reviewers ask for live chat. Close is described as proactive during onboarding.
Hướng dẫn chuyển đổi
Already on one of these? Here is what changes if you move.
🔄 Switching from Capsule CRM to Close CRM?
✅ Những lợi ích bạn sẽ nhận được:
- A phone system inside the CRM, with power and predictive dialers
- Email, SMS, and calls in one shared inbox
- Call coaching and live rep support for managers
❌ Những gì bạn sẽ mất:
- The free version and the $18 entry price
- Project boards for post-sale delivery
- Deeper sales dashboards and forecasting
📋 Cách chuyển đổi:
- Export contacts and opportunities from Capsule as CSV files
- Start the 14-day Close trial and request the free migration
- Rebuild your pipeline stages, then import and assign leads
🔄 Switching from Close CRM to Capsule CRM?
✅ Những lợi ích bạn sẽ nhận được:
- A much lower bill per seat, plus a free tier to fall back on
- Project boards and Tracks for delivery work
- Transpond email marketing tied to the same records
❌ Những gì bạn sẽ mất:
- Built in calling, texting, and both dialers
- Smart Views and the single outreach inbox
- Live call coaching for your reps
📋 Cách chuyển đổi:
- Export leads, activity, and notes from Close
- Open a Capsule account and map your custom fields
- Import the file, then connect a separate calling app
Những điều mà bài đánh giá của chúng tôi chưa đề cập
This comparison focused on small businesses and lean sales teams. We did not test bulk data imports at 50,000 records, nor did we measure call quality across regions. Enterprise contracts, custom security reviews, and partner add ons sit outside our scope. If you run a 100-seat floor, your priorities will differ from what we cover here.
Phán quyết cuối cùng
| Loại | Người thắng |
|---|---|
| 💰 Giá cả | Capsule CRM |
| 👥 Quản lý liên hệ | Capsule CRM |
| 📞 Calling and Outreach | Đóng CRM |
| 📊 Tính năng báo cáo | Capsule CRM |
| 🗂️ Quản lý dự án | Capsule CRM |
| ⚡ Tự động hóa bán hàng | Đóng CRM |
| 👶 Dễ sử dụng | Cà vạt |
| 🏆 Người chiến thắng chung cuộc | Capsule CRM |
🏆 NGƯỜI CHIẾN THẮNG: CAPSULE CRM
Capsule CRM wins 4 of 7 categories.
Phù hợp nhất cho: small business owners, agencies keeping track of clients, and teams that want a free version first
Capsule CRM and Close CRM are not really competing for the same buyer. Capsule is a relationship database with a sales pipeline attached. Close is an outbound engine with a CRM attached.
Choose Close if your revenue comes from dialing. The built in calling, dialers, and coaching tools are worth the extra spend for teams that make sixty calls a day.
For most small businesses, Capsule CRM does more for less. It handles contact management, project boards, and reporting at half the entry price, and you can start free.
So sánh thêm về Capsule CRM
Here is how Capsule stacks up against other CRM providers:
So sánh Capsule CRM và HubSpot
Capsule thắng nhờ: flatter per-user pricing, faster setup, project boards for delivery work
HubSpot thắng nhờ: deeper marketing automation, a larger app marketplace, richer sales and marketing reporting
Capsule CRM so với Truyền động đường ống
Capsule thắng nhờ: a genuinely free tier, contact history depth, built-in project management
Pipedrive thắng nhờ: pipeline-first design, more sales automation triggers, a stronger activity dashboard
So sánh Capsule CRM và Zoho CRM
Capsule thắng nhờ: a simpler interface, quicker onboarding, less admin work per user
Zoho thắng thế nhờ: broader customization, a huge suite of connected apps, lower cost at scale
So sánh Capsule CRM và Freshsales
Capsule thắng nhờ: cleaner contact records, project boards, calmer navigation for new users
Freshsales thắng nhờ: a native phone system, AI lead scoring, tighter help desk ties through Freshworks
So sánh thêm về Close CRM
Close competes with a different group of tools:
So sánh Close CRM và GoHighLevel
Những chiến thắng sít sao trong các trận đấu: call quality and dialer depth, a cleaner rep interface, faster onboarding
GoHighLevel thắng nhờ: agency white-labelling, funnel building, bundled SMS marketing
So sánh Close CRM và Keap
Những chiến thắng sít sao trong các trận đấu: outbound calling, Smart Views for lead prioritization, quicker rep adoption
Keap thắng nhờ: invoicing and payments, appointment booking, long nurture campaigns
So sánh Close CRM và ActiveCampaign
Những chiến thắng sít sao trong các trận đấu: phone-led selling, live coaching, activity reporting for reps
ActiveCampaign thắng nhờ: email deliverability, branching automations, segmentation for large lists
So sánh Close CRM và Salesforce
Những chiến thắng sít sao trong các trận đấu: setup speed, cost for a small sales team, no admin required
Salesforce thắng thế nhờ: custom objects at scale, forecasting depth, partner network breadth
Câu hỏi thường gặp
Capsule CRM được dùng để làm gì?
It stores contacts, tracks sales opportunities, and manages tasks for small businesses. Teams use it to log customer interactions and run projects after a deal closes.
Capsule CRM có giá bao nhiêu?
The free version costs nothing for 250 contacts. Starter runs $18 per user per month and Growth runs $36, with a discount when billed annually.
Close.com làm gì?
Close.com sells a sales CRM with calling, texting, and email built in. It suits inside sales teams that work leads by phone every day.
Close khác biệt với các hệ thống CRM khác như thế nào?
Most CRM software stores records. Close adds a dialer, SMS, and sequences, so it behaves more like a sales engagement tool than a database.
Cái gì phần mềm CRM tốt nhất?
No perfect CRM exists for every team. Capsule fits relationship-led small businesses, while Close fits high-volume callers who need speed over customer data depth.
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