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Keap vs Close CRM — The Winner Surprised Me (2026)

bởi | Last updated Aug 30, 2026

Người thắng
giữ
4.2
  • 2,500+ Third Party Integrations
  • Tiết kiệm 10 giờ mỗi tuần
  • Tỷ lệ gửi email thành công: 99,5%
  • Drag and Drop Campaign Nhà xây dựng
  • Xử lý hóa đơn và thanh toán
  • 14-Day Free Trial + Free Migration
  • 299 đô la/tháng (Thanh toán hàng năm)
Chạy lên
Đóng CRM
3.0
  • Built In Calling and SMS
  • Power and Predictive Dialer
  • 80+ Other Tools Supported
  • One-Click Free Migration
  • 4.7/5 Rating on G2
  • Dùng thử miễn phí 14 ngày
  • Từ 35 đô la/ghế/tháng

⚡ Nhận định nhanh:

  • Chạy: Keap is $299/month (annually billed). Close offers Essentials at $35/seat/month, Growth at $99, Scale at $139.
  • Phù hợp nhất cho: Keap suits doanh nghiệp nhỏ that need marketing automation, landing pages and e commerce in one dashboard. Close suits sales teams that live on phone calls.
  • Điểm khác biệt chính: Keap combines customer relationship management with email marketing and invoicing. Close is a sales process tool built around built in calling.
  • Lựa chọn của chúng tôi: Keap, rated 4.2 against 3.0, because it covers more of the customer journey for one monthly fee.
Keap vs Close CRM Comparison

Keap and Close solve two different problems.

One automates your whole việc kinh doanh. The other helps you dial faster.

Keap CRM bundles sales and marketing automation into one platform.

Close CRM strips the extras and focuses on tiếp cận cộng đồng, calls and deals.

Picking wrong costs you months of setup. Here is how they actually differ.

Toàn cảnh

This Keap vs Close CRM comparison covers pricing, key features and ease of use.

We reviewed documentation, pricing pages and user reviews for both crm platforms.

Các cây bút của chúng tôi cũng đã dành thời gian trải nghiệm thực tế từng ứng dụng.

Những ghi chú đó xuất hiện trong phần "Những điều nhóm chúng tôi nhận thấy" bên dưới.

By the end you will know which tool fits your growth goals.

Keap CRM là gì?

Keap is a customer relationship management platform for doanh nghiệp nhỏ chủ sở hữu.

It was formerly known as Infusionsoft and rebranded around small business tự động hóa.

The platform merges crm, marketing automation and e commerce into one dashboard.

You get a sales pipeline, email marketing, invoicing and payment processing together.

That cuts the number of tools you pay for each month.

Keap automates almost every stage of the sales journey. Solopreneurs and mid-sized companies use it to manage customer relationships and automate their sales processes.

🏆 Người chiến thắng: Keap

⭐ 4.2/5 | 💰 299 đô la/tháng (Thanh toán hàng năm)

Keap offers a full sales and marketing automation stack in one place. Automation users report saving 10 hours per week. Start with the 14-day free trial.

Giá cả hợp lý

Here is what Keap costs in 2026.

Kế hoạchGiáTốt nhất cho
Keap299 đô la/tháng (Thanh toán hàng năm)Small businesses running sales and marketing from one dashboard

Pricing verified August 2026.

Giá cả hợp lý

⚠️ Pricing conflict: Our research file lists older Keap plans at $79, $169 and $199 per month for 500 contacts, plus $30 per extra user. Our verified dữ liệu shows a single plan at $299/month (annually billed). Check the pricing page before you buy.

Dùng thử miễn phí: Yes. Keap provides a 14-day free trial with access to all features.

Đảm bảo hoàn tiền: Keap sells a one-time Expert Coaching package for $499 with personalized training. Refund terms sit in the billing agreement, so read it first.

📌 Ghi chú: Keap plans are priced around your contact list size. The monthly fee climbs once your contacts pass certain thresholds, so forecast growth before committing.

Những lợi ích chính của Keap

Here is what makes Keap worth a look:

  • Thời gian tiết kiệm được: Keap customers who use automation save 10 hours per week on average. They also report a 38% increase in revenue.
  • Công cụ xây dựng chiến dịch: A visual flowchart tool for building campaigns with drag and drop tools. Templates cover common sales campaigns out of the box.
  • Email deliverability: Keap claims a 99.5% deliverability rate for email campaigns sent through the platform.
  • Ghi điểm dẫn đầu: The lead score rates each prospect by engagement level. That helps you score leads and chase the ones close to buying.
  • Business line: A dedicated business line for calls and texts keeps personal and work numbers apart.
  • Money tools: Built-in invoicing, checkout forms and many payment processing integrations suit e commerce businesses.
  • Quy trình hội nhập: Every plan includes a dedicated customer success manager, free migration, training webinars and on-demand product training.
Giữ vững những lợi ích hàng đầu

The homepage below shows how Keap frames its automation sân bóng đá to small businesses.

Giới thiệu về Keap

Những điều nhóm chúng tôi nhận thấy

Của chúng tôi nhà văn signed up for Keap and built a short campaign from scratch. Here is what stood out from that hands-on time:

Vòng đời Keap CRM

Ưu điểm và nhược điểm của Keap

✅ Ưu điểm
  • Combines crm, marketing automation and e commerce features in one platform
  • Automation users report saving 10 hours per week and 38% more revenue
  • Integrates with more than 2,500 third party tools
  • Landing page builder, web form and checkout forms are included
  • Free migration and a dedicated customer success manager on every plan
❌ Nhược điểm
  • Pricing is high enough to deter brand new small businesses
  • Costs rise as your contact list grows past each threshold
  • The user community is helpful but not very active
  • Expert Coaching costs an extra $499 one time

Close CRM là gì?

Close CRM is a sales platform for small to medium-sized sales teams.

It helps startups create pipeline and close more deals faster.

Email, calling and SMS all land in a single hộp thư đến.

Sales reps can talk to prospects from the browser without a phone system.

That design cuts manual data entry and keeps the sales process moving.

Close is often compared to sales engagement tools rather than traditional crm options.

Đánh giá Close CRM: Khơi dậy thành công trong kinh doanh với Close CRM!

Runner Up: Close CRM

⭐ 3.0/5 | 💰 Từ 35 đô la/ghế/tháng

Close offers built in calling, texting and email in one inbox. A power dialer and predictive dialer help reps reach more leads daily.

Bảng giá CRM

Close charges per seat, so pricing scales with team size.

Kế hoạchGiáTốt nhất cho
Những điều cần thiết35 đô la/ghế/thángSolo founders testing outreach and startup features
Sự phát triển99 đô la/ghế/thángGrowing sales teams that need workflows and professional features
Tỉ lệ139 đô la/ghế/thángLarger teams needing call coaching and advanced features

Pricing verified August 2026.

Bảng giá CRM

⚠️ Pricing conflict: Our research file lists a Startup plan at $59 monthly or $49 annually, Professional at $109 or $99, and Enterprise at $149 or $139. Our verified data shows Essentials, Growth and Scale at the rates above. Confirm the current plan names at checkout.

Dùng thử miễn phí: Yes. Close offers a 14-day free trial, and motivated teams often finish setup inside it.

Đảm bảo hoàn tiền: Close does not publish a blanket refund window. Support handles cancellations case by case, so ask before your renewal date.

📌 Ghi chú: The dialer and call coaching sit in higher tiers. A three-person team on Growth pays about $297 monthly, close to what Keap charges for the whole business.

Những lợi ích chính của Close CRM

Here is where Close earns its keep:

  • Chức năng gọi tích hợp: Reps dial straight from the browser or a mobile device. Reviewers call the phone calls feature best-in-class.
  • Dialers: A power dialer and predictive dialer let reps dial multiple numbers automatically instead of clicking one at a time.
  • Chế độ xem thông minh: Saved filters sort your contact list by criteria so reps work the hottest prospects first.
  • Live coaching: Managers can listen in and guide reps mid-call, which shortens ramp time for a new sales team.
  • Thiết lập nhanh chóng: A CSV import tool plus free one-click migration from other crms gets your data across quickly.
  • Support depth: A help center, developer API documentation and product updates back the platform. Bảo vệ is handled carefully.
Đóng các lợi ích hàng đầu của CRM

The Close homepage puts calling and pipeline speed front and centre.

Đóng trang chủ CRM

Những điều nhóm chúng tôi nhận thấy

Our writer imported a test list into Close and ran a week of outreach. Here is what stood out:

Trải nghiệm cá nhân hóa CRM

Ưu điểm và nhược điểm của Close CRM

✅ Ưu điểm
  • Best-in-class calling with dialing straight from the browser
  • Simple enough to win full team engagement during onboarding
  • Free one-click migration and proactive onboarding help
  • Rated 4.7 out of 5 on G2 by users
❌ Nhược điểm
  • Báo cáo is weak, which makes performance analysis harder
  • Less customisable than rival crm platforms
  • Integrates with 80+ tools but misses some common ones
  • Per-seat pricing adds up fast for bigger sales teams

So sánh tính năng

Both tools manage contacts and deals. They part ways on everything after that. Here are ten areas that decide the winner.

Tính năngKeapĐóng CRM
Giá khởi điểm299 đô la/tháng (hàng năm)35 đô la/ghế/tháng
Dùng thử miễn phí✅ 14 ngày✅ 14 ngày
Tự động hóa tiếp thị✅❌
Công cụ xây dựng trang đích✅❌
Xử lý hóa đơn và thanh toán✅❌
Built In Calling and Dialers❌✅
Call Coaching❌✅
Trường tùy chỉnh✅✅
Tích hợp2,500+80+
Tốt nhất choTự động hóa doanh nghiệp nhỏĐội ngũ bán hàng tiếp cận khách hàng

1. Contact Records and Custom Fields

Keap: Every contact record holds notes, tags, purchases, invoices and email history in one view. Custom fields let you track whatever your business strategy needs. Keeping customer data in one system is the main reason owners move off spreadsheets.

Keap CRM

Đóng CRM: Close captures all sales activity on profile timelines, so reps see calls, emails and tasks together. Custom objects and custom fields exist, though Close is not as flexible as other crms when you need deep structural changes.

Đóng CRM Nâng cao CRM

2. Quản lý quy trình bán hàng

Keap: The sales pipeline gives a visual view of deals and lead management in one place. You drag cards between stages and trigger automated actions when a deal moves. Sales pipelines stay tidy without manual updates.

Quy trình bán hàng cho Keap CRM

Đóng CRM: The visual pipeline is built to expose bottlenecks fast. Multiple pipelines let one team run outbound and inbound side by side. Smart Views filter leads by criteria so reps always know who to work next.

Quản lý khách hàng tiềm năng CRM hiệu quả

3. Lead Capture and Lead Scoring

Keap: Lead capture runs through a web form, checkout forms or landing pages. Lead scoring rates each prospect by engagement, so you can score leads and prioritise effort. Every new lead lands in the right sequence automatically.

Quản lý và theo dõi khách hàng tiềm năng Keap

Đóng CRM: Close has no native lead score. It ranks prospects through Smart View filters instead, which works for outbound lists but not for tracking a slow customer journey. An ROI calculator estimates what better follow ups are worth.

Đóng công cụ tính toán ROI CRM

4. Tự động hóa và quy trình làm việc

Keap: The Campaign Builder is a visual flowchart for building campaigns using drag and drop. Advanced automations run on when-then logic across the whole sales journey. Automated tasks handle follow-up, notifications and analytics without anyone touching them.

Công cụ tự động hóa CRM Keap

Đóng CRM: Workflows fire automated follow-up reminders and sequence steps to lift reply rates. The scope is sales automation rather than sales and marketing automation, so it stops where the deal stops.

Đóng quy trình tự động hóa CRM

💡 Mẹo hay: If your marketing automations need to run after the sale, Keap wins here. Close stops at the handoff and has no post-purchase campaigns.

5. Tiếp thị qua email và chuỗi email

Keap: Email marketing campaigns segment by tags, so messages match what someone actually did. Keap reports a 99.5% deliverability rate. Broadcasts, nurture email campaigns and cross sells all run from the same editor.

Tiếp thị qua email Keap

Đóng CRM: Email sequences and email templates support one-to-one outreach at volume. Bulk email exists, but it is built for prospecting rather than newsletters. Conversations, calls and texts share one inbox.

Kết thúc cuộc trò chuyện CRM

6. Calling, Texting and Meetings

Keap: A dedicated business line handles calls and texts from the Keap app, and the mobile apps mirror your desktop pipeline. It keeps work separate from personal contacts. There is no dialer, so heavy call days still mean manual dialling.

Nội dung email cho Keap CRM

Đóng CRM: This is where Close pulls ahead. Built in calling, SMS and Zoom meetings sit in one inbox on desktop and mobile. Call coaching lets a manager join live, and reps can work multiple numbers without a separate phone system.

Đóng quản lý hộp thư đến CRM

7. Landing Pages and Integrations

Keap: The landing page builder ships with templates and drag and drop editing. You can publish one landing page or connect multiple landing pages to different sales campaigns, then split-test them to increase conversions. Keap integrates with more than 2,500 platforms and tools.

Trang đích cho Keap CRM

Đóng CRM: There is no landing page tool at all. Close connects to over 80 third party integrations covering the usual sales stack, though a few common apps are missing. Running multiple landing pages means paying for another service.

Tích hợp phổ biến với Close CRM

⚠️ Cảnh báo: Check your must-have third party tools before you commit. The gap between 2,500 and 80 integrations decides this for many buyers.

8. Tính năng AI

Keap: Keap AI drafts email copy from plain language prompts. It also suggests automations you have not built yet, which shortens the blank-page problem for owners who are new to building campaigns.

Trí tuệ nhân tạo Keap

Đóng CRM: Sales AI summarises calls and suggests next steps for each lead. It is aimed at reps clearing a queue rather than at marketers writing content.

Đóng CRM Bán hàng AI

9. Báo cáo và Phân tích

Keap: Pipeline reporting shows deal value by stage alongside campaign performance and conversion rates. Because e commerce data sits in the same system, you can trace revenue from a web form to repeat business.

Quản lý đường ống Keap

Đóng CRM: Quick KPI reports cover activity and call volume well. Users say the reporting is the weakest part of the product, and custom graphs are limited compared with bigger crm platforms.

Đóng báo cáo và phân tích CRM

10. Định giá & Chi phí

Here is the side-by-side view.

Cấp độKeapĐóng CRM
Lối vào299 đô la/tháng (hàng năm)Gói cơ bản: 35 đô la/ghế/tháng
GiữaSingle planTăng trưởng: 99 đô la/ghế/tháng
Đứng đầuSingle planMức phí: 139 đô la/ghế/tháng
Billing basisLiên hệPer seat
Dùng thử miễn phí14 ngày14 ngày

Keap: One monthly fee covers the whole team, so adding people does not change the bill. The cost is priced on contacts instead. That is expensive for a brand new small business and reasonable for an established one.

Đóng CRM: Essentials at $35 per seat is the cheapest way in. Costs climb fast with headcount, and the features most teams want sit in higher tiers. Nine seats on Scale passes $1,200 a month.

Các kịch bản khác nhau

Nếu bạn cần…ChọnTại sao
Chi phí đầu vào thấp nhấtĐóng CRM$35 per seat to start
Marketing plus crmKeapBoth in one dashboard
High call volumeĐóng CRMBao gồm chức năng quay số tự động.
Invoicing and checkoutKeapThanh toán được tích hợp sẵn
Báo cáo chuyên sâuKeapClose reporting is thin
Fast team rolloutĐóng CRMSetup inside the free trial

💰 Ngân sách của bạn

A solo owner pays far less on Close Essentials than on Keap. Once you count a separate email tool and page builder, that gap narrows quickly.

🔌 Bộ công nghệ của bạn

Keap plugs into 2,500+ apps, so it usually fits whatever you already run. Close covers 80+ other tools and expects you to bring your own marketing layer.

📞 Quy trình bán hàng của bạn

If reps spend the day on the phone, Close was built for exactly that. If most deals close through forms and email, Keap fits better.

🎓 Trình độ kinh nghiệm của bạn

Keap is user friendly and can be live in about 20 minutes, with a success manager if you need assistance. Close wins on simplicity and full team engagement from day one.

🆓 Dùng thử và bản demo miễn phí

Both give you 14 days at no cost. Import a real contact list and run one live campaign rather than clicking around an empty account.

🛟 Các tùy chọn hỗ trợ

Keap gives 24/7 chat, email and weekday phone support for U.S. customers, plus training webinars. Close leans on its help center, API docs and proactive onboarding.

Hướng dẫn chuyển đổi

Already on one of them? Here is what changes.

🔄 Đang chuyển từ Keap sang Close CRM?

✅ Những lợi ích bạn sẽ nhận được:

  • Built in calling with a power dialer and predictive dialer
  • Call coaching for managers training new sales reps
  • A cheaper starting seat for very small teams

❌ Những gì bạn sẽ mất:

  • Marketing automation and post-sale campaigns
  • The landing page builder and checkout forms
  • Invoicing, payments and lead scoring

📋 Cách chuyển đổi:

  1. Export contacts, tags and deals from Keap as CSV
  2. Start a Close free trial and use the one-click migration
  3. Rebuild your email sequences and connect your billing tool
🔄 Đang chuyển từ Close CRM sang Keap?

✅ Những lợi ích bạn sẽ nhận được:

  • Sales and marketing in one system instead of two subscriptions
  • E commerce tools, invoicing and automated cross sells
  • Flat pricing that does not grow with headcount

❌ Những gì bạn sẽ mất:

  • The dialer and the ability to dial multiple numbers hands-free
  • Live call coaching and shared call recordings
  • The single inbox that merges calls, texts and email

📋 Cách chuyển đổi:

  1. Export leads, custom fields and activity from Close
  2. Open a Keap trial and request the free migration service
  3. Rebuild your pipeline stages, then switch on automation

Những điều mà bài đánh giá của chúng tôi chưa đề cập

We looked at solo owners and small teams. We did not test large migrations, custom API work by a developer, or how either platform handles tens of thousands of contacts. Enterprise contracts and custom pricing were out of scope. If you manage a 50-seat floor, your priorities will differ from ours.

Phán quyết cuối cùng

LoạiNgười thắng
💰 Giá vé vào cửaĐóng CRM
🚀 Tự động hóaKeap
📞 Calling and OutreachĐóng CRM
📊 Báo cáoKeap
🔌 Tích hợpKeap
🛒 E Commerce and PaymentsKeap
👶 Dễ sử dụngCà vạt
🏆 Người chiến thắng chung cuộcKeap

🏆 NGƯỜI CHIẾN THẮNG: KEAP

Keap wins 4 of 7 categories and carries the higher editor’s rating at 4.2.

Phù hợp nhất cho: small business automation, e commerce businesses, owners who want one system instead of four

These are not really the same category of product. Keap is a customer relationship management platform with marketing bolted into its core. Close is a sales engagement tool that happens to store contacts.

Choose Close if your team lives on the phone and needs to reach more leads per hour. Nothing in Keap matches its dialer.

There is no single phần mềm quản lý quan hệ khách hàng tốt nhất here, only a better fit. But if you want automation, invoicing, landing pages and reporting under one login, we recommend Keap CRM for most small businesses. Our full Keap review breaks down the Keap features tier by tier.

So sánh thêm về Keap

Here is how Keap holds up against other crm options:

Keap so với HubSpot

Keap thắng nhờ: flat pricing that ignores seat count, built-in invoicing, simpler setup for owners without a marketing team

HubSpot thắng nhờ: a usable free tier, deeper custom reporting, a far larger partner and template library

Keap vs GoHighLevel

Keap thắng nhờ: a calmer interface, a dedicated success manager, better email deliverability claims

GoHighLevel thắng nhờ: agency white-labelling, unlimited sub-accounts for clients, cheaper cost per client managed

So sánh Keap và ActiveCampaign

Keap thắng nhờ: native checkout and payments, phone support, an all-in-one sales pipeline rather than an email-first design

ActiveCampaign thắng nhờ: cheaper entry pricing, finer email segmentation, more testing options inside campaigns

So sánh thêm về Close CRM

And how Close stacks up against rival companies:

Các công cụ CRM tốt nhất cho nhu cầu của bạn

So sánh Close CRM và Truyền động đường ống

Những chiến thắng sít sao trong các trận đấu: calling and texting without add-ons, faster rep onboarding, stronger outbound sequences

Pipedrive thắng nhờ: lower per-seat cost, a bigger marketplace, more flexible pipeline customisation

So sánh CRM và Salesforce

Những chiến thắng sít sao trong các trận đấu: setup measured in days not months, no admin required, a much shorter learning curve

Salesforce thắng nhờ: reporting depth, custom objects at scale, governance for regulated companies

So sánh Close CRM và Freshsales CRM

Những chiến thắng sít sao trong các trận đấu: a better dialer, cleaner activity timelines, quicker search across contacts and deals

Freshsales thắng nhờ: a free starting tier, built-in chat, tighter links to the wider Freshworks suite

Câu hỏi thường gặp

Keap được dùng để làm gì?

It is used to organise contacts, automate follow-up and run email campaigns from one place. Owners also use it to send invoices and take payments.

Ứng dụng Keap có dễ sử dụng không?

Yes. Basic setup takes around 20 minutes, and every plan includes a success manager. Building advanced workflows takes longer and usually needs the onboarding checklists.

Close khác biệt với các hệ thống CRM khác như thế nào?

Most systems store data and leave outreach to other apps. Close puts calling, texting and email inside the record itself, so reps never leave the tool.

Close có giá bao nhiêu mỗi tháng?

Plans run $35, $99 and $139 per seat each month. A three-person team on the middle tier pays roughly $297 monthly before any add-ons.

Còn gì tốt hơn Keap nữa?

Nothing beats it outright. Close is better for call-heavy teams, HubSpot for reporting, GoHighLevel for agencies. For all-in-one small business automation, Keap still leads.

Fahim Joharder, Người sáng lập

Fahim Joharder, Người sáng lập

Đã thử nghiệm hơn 900 công cụ AI. Hơn 250.000 độc giả mỗi tháng.

🤝 Về hợp tác:

📩 fahim@fahimai.com hoặc Đặt lịch gọi

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