⚡ Nhận định nhanh:
- Chạy: Creatio starts at $25/user/month. Close CRM Giá khởi điểm từ 35 đô la/ghế/tháng.
- Phù hợp nhất cho: Creatio suits workflow tự động hóa, marketing and service. Close suits outbound sales teams.
- Điểm khác biệt chính: Creatio is a no code platform with a BPM engine. Close is a sales CRM with built in calling.
- Lựa chọn của chúng tôi: Creatio CRM, because it covers marketing, sales and service in one platform.
These two CRM products are not chasing the same buyer.
Creatio CRM is a no code platform to automate workflows across a whole company.
Close CRM is a sales tool built to help small businesses book more deals.
One gives you freedom to build applications. The other gives you a phone and a pipeline.
Your choice depends on how complex your operations really are.
Toàn cảnh
This Creatio CRM vs Close CRM covers pricing, features, ease of use and support.
Our writers spent hands-on time with both CRM applications.
Những ghi chú đó xuất hiện trong phần "Những điều nhóm chúng tôi nhận thấy" bên dưới.
Everything else comes from published specs, documentation and G2 reviews.
Cuối cùng, bạn sẽ biết công cụ nào phù hợp với mình. việc kinh doanh môi trường.
Creatio CRM là gì?
Creatio CRM is a no code platform to automate workflows and CRM in one place.
It gives teams what the company calls a maximum degree of freedom over their own automation.
The software covers marketing, sales and service management from a single cloud system.
A native business process management engine runs complex workflows behind the scenes.
Creatio is headquartered in Boston, MA, with 700+ employees across six offices.
Thousands of customers launch millions of industry workflows daily in 100 countries.
Here is a closer look at how the platform works in practice.
🏆 Người chiến thắng: Creatio CRM
Build applications without writing code. Automate sales, marketing and service in one platform.
Bảng giá Creatio CRM
Creatio uses three seat-based tiers. Here is what each one costs.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Sự phát triển | 25 đô la/người dùng/tháng | Các nhóm nhỏ bắt đầu với các công cụ không cần lập trình. |
| Doanh nghiệp | 55 đô la/người dùng/tháng | Companies needing deeper customization |
| Không giới hạn | 85 đô la/người dùng/tháng | Full access to advanced features |
Giá được xác nhận vào tháng 7 năm 2026.
Dùng thử miễn phí: Yes. Creatio offers a trial of the platform so you can test workflows before you buy.
Đảm bảo hoàn tiền: Refunds follow the signed subscription terms. Ask sales before you commit.
📌 Ghi chú: Creatio claims a 37% lower total cost of ownership. The company credits its flexible pricing and no-code architecture for that figure.
⚠️ Cảnh báo: Marketplace add ons and industry packages are priced separately. Confirm the full quote before you sign.
Những lợi ích chính của Creatio CRM
Here is what makes Creatio worth a look:
- No Code UI Designer: Drag-and-drop visual design tools let citizen developers build apps. No developer is required for most changes.
- Quản lý quy trình kinh doanh: A native BPM engine handles workflow automation of real complexity. This is the defining part of the product.
- Quy trình làm việc trong ngành: Creatio offers ready workflows for 20 verticals. That cuts setup time for regulated sectors.
- Các tiện ích bổ sung trên Marketplace: Over 700 connectors, templates and ready-to-go packages are available. You can extend the site without custom code.
- Các tác nhân AI: Agents handle account research, lead conversion and ticket resolution on their own. Analytics and customizable dashboards support decisions.
- Niềm tin doanh nghiệp: Long lasting relationships include AMD, Bayer, Kraft Heinz, Visteon, Société Générale Group and BNP Paribas Group.
- Ghi nhận từ các nhà phân tích: Creatio is named a Leader and Strong Performer in Gartner and Forrester reports. It was a Visionary in the 2025 Gartner Magic Quadrant for Sales Force Automation.
The screenshot below shows how those benefits appear inside the product.
Những điều nhóm chúng tôi nhận thấy
Của chúng tôi nhà văn set up a Creatio trial account and built a small workflow from scratch. Here is what stood out during that time:
Ưu điểm và nhược điểm của Creatio CRM
✅ Ưu điểm
- No code tools let non-technical staff build applications
- Native BPM engine automates workflows of any complexity
- Covers marketing, sales and service in one platform
- Marketplace of 700+ connectors for other tools
- Entry pricing starts below most enterprise CRM options
❌ Nhược điểm
- The breadth of options creates a steep learning curve
- No built in calling or power dialer for sales reps
- Add ons and industry packages raise the real cost
- Setup takes longer than a simple sales CRM
Close CRM là gì?
Close CRM is a sales platform built for small to medium-sized sales teams.
It focuses on turning leads into revenue rather than managing every department.
Email, calling and SMS sit together in a single hộp thư đến.
Sales reps can dial multiple numbers from a mobile device or desktop browser.
Close combines CRM and sales engagement, which is unusual for most other crms.
The product is often compared to tiếp cận cộng đồng tools instead of traditional CRM software.
The walkthrough below shows the single inbox and dialer in action.
Đóng CRM
Call, email and chữ prospects from one screen. Built for high-velocity outbound sales.
Bảng giá CRM
Close CRM sells three seats-based plans. Here is the current structure.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Những điều cần thiết | 35 đô la/ghế/tháng | Startup features for a doanh nghiệp nhỏ |
| Sự phát triển | 99 đô la/ghế/tháng | Professional features and email sequences |
| Tỉ lệ | 139 đô la/ghế/tháng | Call coaching and custom objects |
Giá được xác nhận vào tháng 7 năm 2026.
Dùng thử miễn phí: Yes. Close offers a 14-day free trial with no card required to start.
Đảm bảo hoàn tiền: None advertised. The free trial is the way to test before you pay.
📌 Ghi chú: Every plan includes built in calling, texting and email. Advanced automation and collaboration land in the higher tiers.
⚠️ Pricing conflict: Our data sheet lists Essentials $35, Growth $99 and Scale $139 per seat. Other sources describe Startup, Professional and Enterprise plans at $59, $109 and $149 monthly, with $49, $99 and $139 annually. We use our verified figures above. Check the vendor site for your region and billing cycle.
Những lợi ích chính của Close CRM
Here is where Close earns its place:
- Tính năng gọi điện tích hợp: Make phone calls straight from the app with no separate phone system. Call quality is praised in G2 reviews.
- Power Dialer and Predictive Dialer: Both dialer modes automate the process for salespeople. Reps can work through more leads per hour.
- Chế độ xem thông minh: Saved filters sort contacts by criteria you choose. That helps a sales team prioritize the right prospects.
- Theo dõi tự động: Workflows send reminders and email sequences without manual data entry. Response rates climb with less effort.
- Quy trình tiếp nhận nhân viên nhanh chóng: A CSV import tool and a free one-click migration tool move data from other tools. Support is proactive during onboarding.
- Huấn luyện trực tiếp: Managers can join calls and assist sales reps in real time. Activity lands on profile timelines automatically.
- Bảo vệ và Hỗ trợ: Close emphasizes data security and offers a help center, API documentation and product updates.
The image below shows how those tools are grouped inside the app.
Những điều nhóm chúng tôi nhận thấy
Our writer ran a Close CRM trial and worked a short call list through the dialer. Here is what stood out:
Ưu điểm và nhược điểm của Close CRM
✅ Ưu điểm
- Best-in-class call functionality straight from the browser
- Simple enough for full team engagement in days
- Email, calls and SMS share one inbox
- Free migration help and a 14-day free trial
❌ Nhược điểm
- Reporting is weak for deeper sales analysis
- Less customizable than rival CRM options
- Entry-level pricing sits mid-tier and feels expensive
- Integrates with 80+ apps but misses some key ones
So sánh tính năng
Below we compare ten areas that decide most CRM purchases. The table gives you the short version first.
| Tính năng | Creatio CRM | Đóng CRM |
|---|---|---|
| Giá khởi điểm | 25 đô la/người dùng/tháng | 35 đô la/ghế/tháng |
| Dùng thử miễn phí | ✅ | ✅ 14 ngày |
| No Code App Builder | ✅ | ❌ |
| Quản lý quy trình kinh doanh | ✅ | ❌ |
| Gọi điện thoại tích hợp | ❌ | ✅ |
| Trình quay số điện thoại | ❌ | ✅ |
| Chiến dịch tiếp thị | ✅ | Giới hạn |
| Quản lý dịch vụ | ✅ | ❌ |
| Tích hợp | Hơn 700 đầu nối | 80+ tools |
| Tốt nhất cho | Workflow automation across a company | Đội ngũ bán hàng tiếp cận khách hàng |
1. No Code Platform and Customization
Creatio CRM: Studio Creatio is the low code platform layer where you build applications with drag-and-drop tools. Customization is effectively unlimited, so citizen developers can shape the system around how your company actually works.
Đóng CRM: You get custom fields, custom objects and multiple pipelines, and that is the ceiling. Close is not as customizable as rival platforms, which limits its adaptability for unusual processes.
2. Workflow Automation and Business Process Management
Creatio CRM: A native business process management engine automates workflows of real complexity. This code platform to automate work is the reason organizations often report a 70% cut in rollout time versus traditional CRMs.
Đóng CRM: Workflows handle follow ups, reminders and sequenced tasks for sales reps. They cut manual data entry, but they stay inside the sales process rather than crossing departments.
⚠️ Cảnh báo: A no code platform still needs an owner. Someone on the creatio team has to maintain the processes you build.
3. Tính năng AI
Creatio CRM: AI agents run account research, lead conversion and ticket resolution without a human trigger. The technology also feeds analytics and dashboards for data-driven decisions.
Đóng CRM: Sales AI summarizes calls and suggests next steps for each lead. The scope is narrower and aimed squarely at rep productivity.
4. Marketing Campaigns and Lead Management
Creatio CRM: Marketing Creatio is a multichannel omnichannel marketing platform for tracking leads, prospects and customers. You can orchestrate customer journey stages and run marketing campaigns from the same records your reps use.
Đóng CRM: Bulk email, email templates and email sequences cover outbound marketing basics. There is no campaign builder for a full customer journey across channels.
5. Customer Service and Conversations
Creatio CRM: A full-cycle, AI-powered service platform handles cases end to end. That is how Creatio helps enhance customer and employee experiences in one system.
Đóng CRM: Conversations keep every call, text and email thread with the right contact. It is support for the deal, not a service desk for clients after the sale.
6. Account Management and Customer Relationships
Creatio CRM: Client management covers account management, order management and long-term customer relationships. Customer data stays consolidated so nothing lives in a spreadsheet.
Đóng CRM: A single inbox unifies every message thread with a prospect. Search is quick, though there is no order management layer for post-sale work.
7. Sales Processes, Dialers and Reporting
Creatio CRM: Sales Creatio is an end-to-end platform built to accelerate sales processes of any complexity. Reporting is deep, with customizable dashboards and custom graphs, but there is no dialer.
Đóng CRM: The power dialer and predictive dialer let reps dial multiple numbers automatically, and call coaching lets a manager talk a rep through a live call. Users have said reporting is weak, which makes performance analysis harder.
8. Learning Resources and Product Updates
Creatio CRM: Podcasts, videos and academy courses explain how creatio products fit together. The vendor keeps communicating transparently about the roadmap and release date for each version.
Đóng CRM: A help center, API documentation and regular product updates back the app. An ROI calculator helps you model revenue before you buy.
9. Integrations and Other Tools
Creatio CRM: A marketplace of over 700 connectors covers most business software you already run. A developer can also build third-party integrations without touching the core.
Đóng CRM: Close integrates with over 80 apps, including Zoom meetings and common email providers. Some key connections found in larger CRM options are still missing.
10. Định giá & Chi phí
Here is the cost of both platforms side by side.
| Cấp độ | Creatio CRM | Đóng CRM |
|---|---|---|
| Lối vào | Tăng trưởng — 25 đô la/người dùng/tháng | Gói cơ bản — 35 đô la/ghế/tháng |
| Giữa | Doanh nghiệp — 55 đô la/người dùng/tháng | Tăng trưởng — 99 đô la/người dùng/tháng |
| Đứng đầu | Không giới hạn — 85 đô la/người dùng/tháng | Thang giá — 139 đô la/ghế/tháng |
| Dùng thử miễn phí | Đúng | Yes, 14 days |
Creatio CRM: Every tier is cheaper than the matching Close plan, and the top tier costs less than Close’s middle one. Add ons from the marketplace are the variable you need to price separately.
Đóng CRM: Entry pricing is mid-tier for a CRM, and the jump from Essentials to Growth is steep. You are paying for calling infrastructure that Creatio does not include.
Các kịch bản khác nhau
| Nếu bạn cần… | Chọn | Tại sao |
|---|---|---|
| Chi phí đầu vào thấp nhất | Creatio CRM | $10 less per seat monthly |
| Heavy outbound calling | Đóng CRM | Dialers and local presence |
| Cross-department workflows | Creatio CRM | Công cụ BPM gốc |
| Setup in under a week | Đóng CRM | One-click migration tool |
| Marketing and service too | Creatio CRM | Three products, one platform |
💰 Ngân sách của bạn
Creatio undercuts Close at every tier. Factor in marketplace add ons before you decide the cheaper option is truly cheaper.
🔌 Bộ công nghệ của bạn
Creatio connects to more than 700 systems and lets you create custom links. Close covers the common stack but has real gaps.
📞 Quy trình bán hàng của bạn
High-volume inside sales teams that live on phone calls should choose Close. Longer, multi-stage deals suit Creatio better.
🎓 Trình độ kinh nghiệm của bạn
Close is simpler and reaches full team engagement quickly. Creatio rewards the ability to think in processes before you build.
🆓 Dùng thử và bản demo miễn phí
Both vendors let you test before paying. Load real customer data into each one and compare the efficiency of daily tasks.
🛟 Các tùy chọn hỗ trợ
Close is described as proactive during onboarding, with free migration help and training. Creatio leans on partners for local presence and shows genuine care through its academy and community.
Hướng dẫn chuyển đổi
Already running one of these? Here is what changes when you move.
🔄 Switching from Creatio CRM to Close CRM?
✅ Những lợi ích bạn sẽ nhận được:
- Built in calling, SMS and a predictive dialer
- A far shorter onboarding curve for sales reps
- One inbox for every conversation with a lead
❌ Những gì bạn sẽ mất:
- The no code platform for building applications
- Marketing campaigns and service management
- Quy trình làm việc theo ngành cho 20 lĩnh vực khác nhau.
📋 Cách chuyển đổi:
- Export contacts, leads and opportunities from Creatio as CSV
- Start the 14-day free trial and run the one-click migration tool
- Rebuild your pipelines, smart views and email sequences
🔄 Switching from Close CRM to Creatio CRM?
✅ Những lợi ích bạn sẽ nhận được:
- Workflow automation across every department
- Stronger reporting, dashboards and AI insights
- Marketing, sales and service under one login
❌ Những gì bạn sẽ mất:
- The dialer and browser-based phone calls
- Call coaching for live rep training
- The speed of a setup measured in days
📋 Cách chuyển đổi:
- Export your Close data, including call logs and notes
- Map fields to Creatio objects with a partner or admin
- Import, then build your first process in Studio Creatio
Những điều mà bài đánh giá của chúng tôi chưa đề cập
This comparison focused on small and mid-sized teams managing everyday sales and service work. We did not test large multi-region rollouts, custom API builds or telephony quality across carriers. Pricing reflects July 2026 published rates and may shift by region or contract. If you run a 200-seat operation, your priorities will differ from what we covered here.
Phán quyết cuối cùng
| Loại | Người thắng |
|---|---|
| 💰 Giá cả | Creatio CRM |
| 🧩 Tùy chỉnh | Creatio CRM |
| ⚙️ Tự động hóa quy trình làm việc | Creatio CRM |
| 📞 Calling and Outreach | Đóng CRM |
| 👶 Dễ sử dụng | Đóng CRM |
| 📊 Báo cáo | Creatio CRM |
| 🔌 Tích hợp | Creatio CRM |
| 🏆 Người chiến thắng chung cuộc | Creatio CRM |
🏆 NGƯỜI CHIẾN THẮNG: CREATIO CRM
Creatio CRM wins 5 of 7 categories.
Phù hợp nhất cho: workflow automation, marketing campaigns, service management, and companies that want to build applications without a developer.
Creatio CRM and Close CRM solve different problems. Creatio is a low code platform for managing work across a whole company, while Close is a focused engine for outbound sales.
Close is the better pick if your revenue comes from phone calls and your team is small. Nothing in Creatio matches its dialer.
For everyone else, Creatio gives more platform for less money and room to grow into it.
So sánh thêm về Creatio CRM
Here is how Creatio measures up against other CRM options.
Creatio thắng nhờ: lower seat pricing, no-code changes without an admin, faster rollout of new processes
Salesforce thắng nhờ: partner network size, third-party app volume, hiring pool for certified staff
Creatio thắng nhờ: process automation depth, industry-specific templates, cost at higher seat counts
HubSpot thắng nhờ: free starting tier, content marketing tools, gentler first-week learning curve
So sánh Creatio CRM và Monday CRM
Creatio thắng nhờ: true BPM engine, service management module, enterprise governance controls
CRM thắng lớn vào thứ Hai nhờ: visual board simplicity, quicker team adoption, lighter admin overhead
This video walks through more Các lựa chọn sáng tạo.
So sánh thêm về Close CRM
Here is how Close stacks up against other tools sales teams consider.
So sánh Close CRM và Pipedrive
Những chiến thắng sít sao trong các trận đấu: native dialer, SMS in the same thread, call coaching for managers
Pipedrive thắng nhờ: cheaper entry seat, marketplace breadth, more forgiving reporting builder
So sánh Close CRM và ActiveCampaign
Những chiến thắng sít sao trong các trận đấu: outbound calling, rep-focused pipeline views, quicker sales onboarding
ActiveCampaign thắng nhờ: lifecycle email automation, landing page tools, segmentation depth
So sánh Close CRM và Freshsales CRM
Những chiến thắng sít sao trong các trận đấu: dialer reliability, single-inbox design, migration support at signup
Freshsales CRM chiến thắng nhờ: free plan availability, built-in chat channels, lower cost per seat
The clip below covers further Close alternatives worth a look.
Câu hỏi thường gặp
CRM trong Creatio là gì?
CRM stands for customer relationship management. In Creatio it means marketing, sales and service apps running on one no code platform with a shared customer database.
Creatio được dùng để làm gì?
Companies use it to automate workflows, run marketing campaigns, manage sales pipelines and handle service cases. Non-technical staff can build apps with drag-and-drop tools.
CRM đóng là gì?
Close is a sales CRM for small and mid-sized teams. It merges email, calling and SMS in one inbox so reps can work leads without switching apps.
Close có giá bao nhiêu một tháng?
Essentials costs $35 per seat monthly. Growth is $99 per seat and Scale is $139 per seat. A 14-day trial lets you test first.
Close khác biệt với các hệ thống CRM khác như thế nào?
Most CRMs store data and leave outreach to separate tools. Close bundles the dialer, texting and sequences inside the CRM itself, which suits high-volume calling teams.
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