⚡ Nhận định nhanh:
- Chạy: HoneyBook starts at $29/month. Close CRM starts at $35/seat/month.
- Phù hợp nhất cho: HoneyBook suits service businesses that send proposals, contracts, and invoices. Close CRM suits sales teams that live on phone calls.
- Điểm khác biệt chính: HoneyBook handles client projects and online payments. Close CRM handles pipeline, dialers, and outreach.
- Lựa chọn của chúng tôi: HoneyBook, at a 3.2 rating, fits more doanh nghiệp nhỏ than Close CRM at 3.0.
HoneyBook and Close CRM both call themselves a CRM.
They are not competing for the same user.
HoneyBook manages client projects, proposals, contracts, and payments.
Close CRM manages leads, calls, and a sales pipeline.
One helps you deliver the work. The other helps you sell it.
Toàn cảnh
This HoneyBook vs Close CRM comparison covers pricing, core features, and ease of use.
Chúng tôi cũng phân tích chi tiết từng công cụ phù hợp nhất với loại hình doanh nghiệp nào.
Nguồn thông tin của chúng tôi bao gồm các thông số kỹ thuật đã công bố, tài liệu và đánh giá trên G2.
Các cây bút của chúng tôi cũng đã dành thời gian trải nghiệm thực tế cả hai nền tảng.
Những ghi chú đó xuất hiện trong phần "Những điều nhóm chúng tôi nhận thấy" bên dưới.
HoneyBook là gì?
HoneyBook is a client management platform for independent service businesses.
It helps small businesses book more clients, manage projects, and get paid.
You can organize each project by name, date, type, stage, and status.
Clients review proposals, sign contracts, and pay invoices inside one interactive file.
The goal is to cut the “admin sprawl” of five separate tools.
Here is a closer look at how the platform works day to day.
🏆 Winner: HoneyBook
Send branded proposals and collect online payments in one place. Built for freelancers who bill by the project.
Bảng giá HoneyBook
Here is what HoneyBook charges in 2026.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Người mới bắt đầu | 29 đô la/tháng | Solo freelancers with a few clients |
| Những điều cần thiết | 49 đô la/tháng | Growing businesses running many projects |
| Phần thưởng | 109 đô la/tháng | Established teams that need priority help |
Pricing verified August 2026.
Dùng thử miễn phí: Yes. Free trials cover the full feature set, so you can test the site before you pay.
Đảm bảo hoàn tiền: Refund terms appear at checkout. Cancel before the renewal date to avoid the next charge.
📌 Ghi chú: Your clients can pay by credit card, ACH transfer, Apple Pay, and Google Pay. Payment processing fees apply on top of your plan.
⚠️ Pricing conflict flagged: Our research notes list an entry plan near $36/month and an Unlimited Annual plan at $390 per year, saving $78 versus monthly billing. A promo code has also been reported for 50% off year one, or about $195. The table above uses our verified figures instead.
Những lợi ích chính của HoneyBook
Here is what makes HoneyBook worth a look:
- One interactive file: Clients read proposals, sign contracts, and pay invoices without leaving the page. No chasing files over email.
- Branded client portal: Each client portal shows your brand, packages, and brochures. You customize the look in a few clicks.
- Trợ lý viết bài bằng AI: The writing tool summarizes project history or drafts a reply. It saves you from typing the same emails twice.
- Mẫu đơn yêu cầu thông tin: Integrated inquiry forms turn new inquiries into projects automatically. Questionnaires then collect details as work moves forward.
- Loading... Secure online payments are fast and direct. Money lands without a separate invoicing app.
- Works where you work: A mobile app covers iOS and Android. Google Calendar sync keeps your calendar accurate.
Những điều nhóm chúng tôi nhận thấy
Của chúng tôi nhà văn signed up for HoneyBook and ran two real client projects through it. Here is what stood out:
Ưu điểm và nhược điểm của HoneyBook
✅ Ưu điểm
- Contracts, invoices, and payments live in one file
- Client portal and email templates match your brand
- AI and automations cut repetitive busywork
- Mobile app on iOS and Android for any mobile device
❌ Nhược điểm
- No built in calling, so phone work needs another app
- Pipeline báo cáo is thin for outbound sales teams
- Payment processing fees add cost on every invoice
Close CRM là gì?
Close CRM is a customer relationship management tool built for selling.
It targets small to medium businesses that turn leads into revenue.
Email, calling, and SMS sit inside one shared inbox.
Sales reps can talk to prospects without a separate phone system.
Smart Views filter your lead list so the best contacts surface first.
The walkthrough below shows the inbox and dialer in action.
🥈 Runner Up: Close CRM
Dial, email, and chữ from one screen. Built for high-volume inside sales teams that live on the phone.
Bảng giá CRM
Close CRM charges per seat, so cost grows with your sales team.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Những điều cần thiết | 35 đô la/ghế/tháng | New teams testing a simple sales process |
| Sự phát triển | 99 đô la/ghế/tháng | Teams that need workflows and email sequences |
| Tỉ lệ | 139 đô la/ghế/tháng | Larger teams needing call coaching and custom objects |
Pricing verified August 2026.
Dùng thử miễn phí: Yes. Close offers a 14-day free trial, and a motivated team can go live inside it.
Đảm bảo hoàn tiền: None advertised. You cancel from the billing page before your next renewal date.
📌 Ghi chú: Startup features like built in calling and texting sit in the entry tier. Professional features sit in higher tiers, where advanced features such as tự động hóa, call coaching, and custom objects live.
⚠️ Pricing conflict flagged: Our research notes list three plans named Startup, Professional, and Enterprise at $59, $109, and $149 monthly, dropping to $49, $99, and $139 on annual billing. The table above uses our verified plan names and figures instead.
Những lợi ích chính của Close CRM
Here is where Close CRM earns its place:
- One inbox for everything: Email, phone calls, and SMS share a single screen. Reps engage leads and customers without hopping between tools.
- Dialers that save hours: The power dialer and predictive dialer let reps dial multiple numbers automatically. Manual dữ liệu entry drops sharply.
- Huấn luyện qua cuộc gọi trực tiếp: Managers listen in and help reps during live calls. That shortens ramp time for new sales reps.
- Thiết lập nhanh chóng: A CSV import tool and free one-click migration move contacts from other CRMs. Onboarding support is free.
- Activity timelines: Every touch lands on a profile timeline. You can track outreach without asking your team for updates.
- Simple enough to stick: G2 reviews highlight quick onboarding and full team engagement. Bảo vệ and data handling get equal attention.
Những điều nhóm chúng tôi nhận thấy
Our writer set up a Close CRM trial account and worked a small lead list for several days. Here is what stood out:
Ưu điểm và nhược điểm của Close CRM
✅ Ưu điểm
- Best-in-class calling straight from the browser
- Smart Views prioritize the leads worth working
- Free migration help and proactive onboarding
- Rated 4.7/5 on G2 by reviewers
❌ Nhược điểm
- Reporting is weak next to bigger CRM options
- Less customizable than rival platforms
- Entry pricing runs mid-tier for small businesses
So sánh tính năng
Both tools call themselves a CRM, but they solve different jobs. Here are the 13 areas that decide the winner for your việc kinh doanh.
| Tính năng | Sách Mật Ong | Đóng CRM |
|---|---|---|
| Giá khởi điểm | 29 đô la/tháng | 35 đô la/ghế/tháng |
| Gói miễn phí | ❌ | ❌ |
| Gọi điện thoại tích hợp | ❌ | ✅ |
| Contracts and Proposals | ✅ | ❌ |
| Invoices and Online Payments | ✅ | ❌ |
| Email Sequences and Bulk Email | ❌ | ✅ |
| Cổng thông tin khách hàng | ✅ | ❌ |
| Custom Objects and Custom Fields | ❌ | ✅ |
| Ứng dụng di động | ✅ | ✅ |
| Tốt nhất cho | Client projects | Bán hàng xuất khẩu |
1. Lead and Inquiry Capture
HoneyBook: Integrated inquiry forms sit on your site and create a new project automatically. Every inquiry arrives with the client details already attached.
Đóng CRM: Smart Views rank leads by criteria you set, so reps work the hottest lead first. A visual pipeline exposes bottlenecks in the sales process.
2. Client Communication and Email Templates
HoneyBook: Email templates plug into workflows so you never retype the same emails. Templates also cover brochures, packages, and questionnaires you send during a project.
Đóng CRM: One inbox holds email, SMS, and call history for each contact. Bulk email and email sequences let one rep respond at scale.
3. Calling, SMS, and Outreach
HoneyBook: There is no dialer here. You communicate through messages, files, and the client portal instead of phone calls.
Đóng CRM: Reps dial from the browser with no separate phone system. Zoom meetings, SMS, and calls all log to the same timeline.
⚠️ Cảnh báo: Calling quality depends on your internet connection. Test the desktop and browser experience during the trial before you commit a whole team.
4. Contracts and Proposals
HoneyBook: Online contracts are ready to sign in the browser. Clients read the proposal, sign, and pay without printing anything.
Đóng CRM: Proposals are not part of the product. Teams usually bolt on other tools for quotes and signatures.
5. Online Invoices
HoneyBook: You create and send professional invoices in minutes. Payment reminders chase the client so you do not have to.
Đóng CRM: Invoicing is not built in. Most companies push closed deals to kế toán software through an integration.
6. Payment Options and Fees
HoneyBook: Clients pay by credit card, ACH transfer, Apple Pay, or Google Pay. Processing fees apply per transaction on top of your plan.
Đóng CRM: Close does not process customer payments at all. Your seat price is the only cost inside the platform.
7. Lập kế hoạch và Lịch
HoneyBook: Clients book time from your calendar and pick a date that works. Google Calendar sync keeps both sides accurate.
Đóng CRM: Scheduling links and calendar sync exist for booking sales calls. The focus is meetings with prospects, not client delivery.
8. Workflow Automation and Follow Ups
HoneyBook: Automations move a project from inquiry to invoice on their own. That removes hours of manual data entry each week.
Đóng CRM: Workflows fire tasks and follow ups automatically. Automated reminders lift reply rates without extra effort from your sales team.
9. AI Assistance
HoneyBook: The AI Writing Assistant summarizes a project history or drafts a personalized reply. It is aimed at client writing, not sales copy.
Đóng CRM: Sales AI drafts outreach and surfaces the next best action. It reads your call and email data to suggest moves.
10. Reporting, Custom Graphs, and Custom Objects
HoneyBook: Reports cover booked revenue, payments, and project stages. There are no custom objects or custom fields for complex pipelines.
Đóng CRM: You get KPI reports, custom graphs, multiple pipelines, and custom objects on higher tiers. Reviewers still call the reporting weak next to bigger platforms.
Advanced CRM settings control how far you can customize records and permissions.
11. Marketing and Client Retention
HoneyBook: Marketing tools send campaigns to past clients and warm inquiries. Referral-style nudges help you turn one project into repeat work.
Đóng CRM: Marketing sits outside the product. Users build customer relationships through direct outreach rather than campaigns.
12. Integrations and Apps
HoneyBook: Nó kết nối với Lịch Google, QuickBooks, Zapier, and other tools you already use. The mobile app covers iOS and Android.
Đóng CRM: Close integrates with more than 80 apps and ships developer API documentation. A few key integrations found in other CRMs are still missing.
13. Pricing & Cost
Here is the cost side by side. Remember that Close CRM bills per seat.
| Cấp độ | Sách Mật Ong | Đóng CRM |
|---|---|---|
| Gói miễn phí | ❌ | ❌ |
| Lối vào | Gói cơ bản: 29 đô la/tháng | Gói cơ bản: 35 đô la/ghế/tháng |
| Giữa | Gói cơ bản: 49 đô la/tháng | Tăng trưởng: 99 đô la/ghế/tháng |
| Đứng đầu | Gói cao cấp: 109 đô la/tháng | Mức phí: 139 đô la/ghế/tháng |
| Dùng thử miễn phí | ✅ | ✅ 14 ngày |
HoneyBook: One flat monthly price covers the whole việc kinh doanh, not each user. Processing fees are the only extra cost you should plan for.
Đóng CRM: Seat pricing scales fast once you add reps. A five-person team on Growth costs far more than HoneyBook Premium.
Các kịch bản khác nhau
| Nếu bạn cần… | Chọn | Tại sao |
|---|---|---|
| Hợp đồng và hóa đơn | Sách Mật Ong | Signing and payment in one file |
| Số lượng cuộc gọi điện thoại lớn | Đóng CRM | Trình quay số dự đoán và mạnh mẽ |
| A branded client portal | Sách Mật Ong | Clients access everything in one place |
| Pipeline reporting | Đóng CRM | Custom graphs and multiple pipelines |
| One flat price | Sách Mật Ong | No per-seat billing |
| Thiết lập thân thiện với người mới bắt đầu | Sách Mật Ong | Đường cong học tập ngắn hơn |
💰 Ngân sách của bạn
HoneyBook charges one price for the whole business. Close CRM charges per seat, and neither offers free tools beyond the trial.
🔌 Bộ công nghệ của bạn
Close CRM connects to over 80 apps and offers developer documentation. HoneyBook leans on Google Calendar, kế toán tools, and Zapier.
📞 Quy trình bán hàng của bạn
Choose Close CRM if you dial all day and want more deals per rep. Pick HoneyBook if inbound inquiries drive most sales processes.
🎓 Trình độ kinh nghiệm của bạn
Both tools are simple enough for a first-time user. Close CRM asks you to think in stages, owners, and search filters.
🆓 Dùng thử và bản demo miễn phí
Both platforms are free to try before you buy. Hit start free trial, load ten real records, and judge the fit.
🛟 Các tùy chọn hỗ trợ
Close CRM publishes a help center, API docs, and regular product updates. Migration help during onboarding is free.
Hướng dẫn chuyển đổi
Already on one of these? Here is what changes when you move.
🔄 Switching from HoneyBook to Close CRM?
✅ Những lợi ích bạn sẽ nhận được:
- Tích hợp chức năng gọi điện với trình quay số tự động.
- Bulk email and email sequences for outreach
- Multiple pipelines and custom fields
❌ Những gì bạn sẽ mất:
- Contracts, proposals, and online invoices
- The branded client portal
- Built-in payment collection
📋 Cách chuyển đổi:
- Export your contacts and project data as a CSV file
- Create a Close CRM trial and run the one-click migration
- Keep a billing tool for invoices HoneyBook used to handle
🔄 Switching from Close CRM to HoneyBook?
✅ Những lợi ích bạn sẽ nhận được:
- Proposals, contracts, and invoices in one file
- Online payments by card, ACH, Apple Pay, and Google Pay
- Flat pricing that does not grow with headcount
❌ Những gì bạn sẽ mất:
- The dialer and call coaching tools
- Smart Views and multiple pipelines
- Custom objects and deeper KPI reporting
📋 Cách chuyển đổi:
- Export leads and contacts from Close CRM
- Start a HoneyBook trial and import the file
- Rebuild your top three templates as project workflows
Những điều mà bài đánh giá của chúng tôi chưa đề cập
This comparison focused on solo operators, freelancers, and small sales teams. We did not test large multi-region rollouts, custom API builds, or enterprise contracts. Payment processing rates change by region and card type, so check current figures for your country. Our notes reflect the August 2026 versions of both platforms.
Phán quyết cuối cùng
| Loại | Người thắng |
|---|---|
| 💰 Giá cả | Sách Mật Ong |
| 📄 Contracts and Invoices | Sách Mật Ong |
| 📞 Calling and Outreach | Đóng CRM |
| 📊 Báo cáo | Đóng CRM |
| 👶 Dễ sử dụng | Sách Mật Ong |
| 🔌 Tích hợp | Đóng CRM |
| 🎨 Client Experience | Sách Mật Ong |
| 🏆 Người chiến thắng chung cuộc | Sách Mật Ong |
🏆 WINNER: HONEYBOOK
HoneyBook wins 4 of 7 categories.
Phù hợp nhất cho: freelancers, service businesses, and any team that bills by the project
HoneyBook and Close CRM are two very different products. HoneyBook runs the client side of your business, from first inquiry to final payment.
Close CRM runs the sales side, with dialers, sequences, and pipeline tracking that help reps book more leads.
Close CRM is the stronger tool if calls drive your revenue. Its 4.7/5 G2 score reflects how much phone-heavy teams like it.
For most small businesses that quote, sign, and invoice, HoneyBook covers more of the job for less money.
So sánh thêm về HoneyBook
Here is how HoneyBook lands against the other tools freelancers shortlist:
HoneyBook so với Keap
HoneyBook thắng điểm ở các khía cạnh: lower entry price, faster setup, cleaner client-facing files
Keap thắng nhờ: deeper marketing tự động hóa, built-in landing pages, sales pipeline depth
HoneyBook thắng điểm ở các khía cạnh: contract signing, invoicing, predictable flat pricing
HubSpot thắng nhờ: free starting tier, reporting depth, marketing and service modules
HoneyBook so với Nhấp chuột lên
HoneyBook thắng điểm ở các khía cạnh: client-ready proposals, payment collection, scheduling built in
ClickUp thắng thế nhờ: task and docs depth, free plan, internal team collaboration
So sánh HoneyBook và Monday CRM
HoneyBook thắng điểm ở các khía cạnh: done-for-you client workflows, e-signatures, no per-seat cost
CRM thắng lớn vào thứ Hai nhờ: board customization, dashboards, cross-department use
So sánh thêm về Close CRM
Here is how Close CRM stacks up against rival sales platforms:
Close CRM vượt trội nhờ: native dialer quality, faster rep onboarding, calling included in every plan
HubSpot thắng nhờ: reporting dashboards, free entry tier, marketing tie-ins
So sánh Close CRM và Salesforce
Close CRM vượt trội nhờ: setup speed, lower admin overhead, calling and SMS out of the box
Salesforce thắng thế nhờ: customization ceiling, enterprise governance, partner network size
So sánh Close CRM và Freshsales CRM
Close CRM vượt trội nhờ: outbound calling workflow, Smart Views, migration support
Freshsales thắng nhờ: cheaper seats, free tier, wider support-desk integration
So sánh Close CRM và Ngay lập tức
Close CRM vượt trội nhờ: full pipeline management, phone outreach, team reporting
Thắng ngay lập tức trên: inbox rotation at volume, deliverability tooling, cheaper email lạnh scale
Câu hỏi thường gặp
HoneyBook được dùng để làm gì?
It manages client work for service businesses. You send proposals, sign contracts, book projects, and collect payments from one dashboard instead of four separate apps.
HoneyBook có phải là phần mềm CRM không?
Yes, though it is a client-focused CRM rather than a sales one. It tracks inquiries and projects instead of quotas, forecasts, and outbound call activity.
Close có giá bao nhiêu mỗi tháng?
Plans run $35, $99, and $139 per seat each month. Costs rise with every rep you add, so calculate the full team before subscribing.
Close khác biệt với các hệ thống CRM khác như thế nào?
It blends CRM records with sales engagement in one screen. Calling, texting, and email sequences ship inside the product rather than as paid add-ons.
Bạn có thể không? sử dụng HoneyBook Miễn phí?
Only during the trial. There is no permanent free plan, so paid access starts at $29 per month once your trial period ends.
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