选择合适的 客户关系管理 感觉就像挑选新车一样。选择太多，不知所措？
You’re not alone. With so many CRMs, it can be challenging to know which one is the perfect fit for your sales team.
In this head-to-head matchup, we’re diving deep into two popular choices: Pipedrive Vs Close.
By the end of this post, you’ll know exactly which is the correct set of wheels to drive your sales to new heights.
概述
We’ve spent weeks testing Pipedrive and Close to give you the most accurate comparison.
Our team dove deep into the features, explored the interface, and even ran mock sales scenarios to see how each 客户关系管理 performed.
This hands-on experience led to our detailed breakdown below.
想要一个 客户关系管理 它简单易用，还能帮你达成更多交易？立即免费开始使用 Pipedrive！
定价： 它提供免费试用。高级套餐起价为每月 14 美元。
主要特点：
- 可视化销售流程
- 可自定义报告
- 移动应用
立即开始试用，体验这款已帮助成千上万家企业提升销售额的 CRM 系统。
定价： 它提供免费试用。高级套餐起价为每月 35 美元。
主要特点：
- 内置通话
- 电子邮件序列
- 高级报告
Pipedrive是什么？
Ever wish managing your sales was as easy as organizing your emails?
That’s the idea behind Pipedrive. It’s a 客户关系管理 designed to be simple and visual.
Think of it as a Kanban board for your sales process. On it, you can easily see where each deal stands and what needs to happen next.
No more getting lost in spreadsheets or forgetting to follow up.
Pipedrive keeps everything organized so you can focus on selling.
此外，还可以探索我们最喜欢的 Pipedrive 的替代方案…
我们的观点
Pipedrive 对于以销售为导向的企业来说是一个不错的选择。它用户友好、界面美观，并且功能丰富。它之所以没能获得满分 10 分，唯一的原因是价格较低的套餐存在一些限制。
主要优势
- 专注于销售： Pipedrive旨在帮助您达成更多交易。
- 可视化流水线管理： 详细了解每笔交易的进展情况。
- 强大的自动化功能： 实现发送电子邮件和安排预约等任务的自动化。
- 全天候支持： 需要帮助时，随时寻求帮助。
定价
- 基本的：每用户每月 14 美元。
- 先进的：每用户每月 24 美元。
- 专业的：每用户每月 49 美元。
- 力量：59美元/用户/月。
- 企业：79美元/用户/月。
优点
缺点
什么是 Close CRM
想要一个 客户关系管理 专为行动而生？试试 Close。它旨在帮助您更快地达成更多交易。
Close combines 客户关系管理 features with built-in calling and email.
这意味着您可以在一个地方管理整个销售流程。
无需再在不同应用间切换。Close 注重效率和速度，是希望提升工作效率的销售团队的理想之选。
此外，还可以探索我们最喜欢的 关闭 CRM 替代方案…
我们的观点
使用“关闭”功能完成交易 客户关系管理立即开始您的 14 天免费试用，体验这款已帮助成千上万家企业提升销售额的 CRM 系统。
主要优势
- 内置通话： 在 Close 内直接拨打和接听电话。
- 强大的 电子邮件序列：自动化您的推广和跟进。
- 高级报告： 记录你的进度，找出需要改进的地方。
- 销售自动化： 简化重复性任务，节省时间。
- 专属支持： 需要时可向他们的专家团队寻求帮助。
定价
- 基本要素：35美元/座位/月。
- 生长：99美元/座位/月。
- 规模：139美元/座位/月。
优点
缺点
功能对比
We’ll compare nine essential features to help you decide which system offers the best functionality for your business.
1. 管道管理
- 管道驱动: Highly visual and user-friendly interface. Easy to create and organize the sales pipeline. Helps teams spend less time wondering what to do next.
- 关闭: Strong pipeline management tools but less visual than 管道驱动. More sales focused on quick action rather than the visual flow.
2. Built-in Communication Tools
- 管道驱动: Excellent for integrating with other apps for phone and messaging. It lacks a native, built-in calling system.
- 关闭: Key strength is its native features. It includes a power dialer and integrated call recording. Superior for high-volume communication.
3. 销售和工作流程自动化
- 管道驱动: Provides solid sales 自动化 for basic workflows, like moving deals or scheduling follow-ups. 自动化 features are simple to set up.
- 关闭: Offers deep automation features, especially for email sequences. Automates routine communication and data logging, directly improving sales performance.
4. Reporting and Sales Performance
- 管道驱动: Good basic reports on sales performance. Getting the most advanced 报道 requires you to upgrade to premium tiers.
- 关闭: Delivers excellent advanced reporting and analytics out of the box. Provides powerful insights to drive sales performance.
5. 用户界面和体验
- 管道驱动: The user interface is clean, visual, and extremely user-friendly, making the learning curve short.
- 关闭: The user interface is dense and efficient, prioritizing functionality. It is powerful for heavy users but can feel complex initially.
6. Suitability for Small Businesses
- 管道驱动: Great for 小型企业 and startups due to its lower entry cost and simple setup. High value for the price.
- 关闭: Better suited for established small businesses or scaling teams that need advanced built-in communication tools, despite the higher price.
7. Core Design Philosophy
- 管道驱动: Highly focused on the sales pipeline process. It is a task-oriented system that guides reps to the next action.
- 关闭: Extremely sales-focused. Its functionality is built around maximizing activity and speed to close deals fast.
8. Contact Management System
- 管道驱动: An Effective system for tracking contacts and organizations, linking them clearly to deals.
- 关闭: Manages contacts very well. It automatically logs all phone and email interactions, creating a detailed communication history.
9. Data Security and Reliability
- 管道驱动: Provides standard security. Advanced security and compliance features often require an upgrade.
- 关闭: Offers robust security features. The reliable system is built for handling high-volume, sensitive customer data.
选择CRM平台时应考虑哪些因素？
- 您的具体需求： Consider your sales process, team size, and budget. What features are essential for your business?
- 易用性： Choose a CRM that’s easy to learn and use. You don’t want to waste time struggling with a complex interface.
- 可扩展性： Consider whether the CRM can grow with your business. Will it still meet your needs as your team expands?
- 客户支持： 制作 sure the CRM provider offers reliable customer support if you need help.
- 移动访问： If your sales team is often on the go, choose a CRM with a mobile app that allows them to access 数据 and manage deals from anywhere.
- 试用期： Take advantage of free trials to test different CRMs before committing to a purchase.
- 自定义选项： Can you customize the CRM to fit your workflow and sales process?
- 报告和分析： How robust are the reporting features? Can you track the metrics that matter most to your business?
- 集成： Does the CRM integrate with your other tools, such as email marketing platforms, 会计软件, and marketing automation tools?
- 安全: How secure is your data within the CRM? Look for features like data encryption and two-factor authentication.
- 用户评价： Read reviews from other users to get a sense of their experiences with the CRM.
最终判决
So, which CRM comes out on top? For us, it’s Close. Why? Because it simply has more features.
Close gives you everything you need to manage your sales, all in one place.
You get a built-in predictive dialer, powerful email sequences, and detailed reports. You can customize it with custom fields to fit your needs.
While Pipedrive is a great option, especially if you want a free plan, Close offers more functionality.
It integrates with other apps, so you can connect it to the tools you already use.
We’ve spent weeks testing these CRMs, and Close consistently impressed us. If you want to boost your sales, check out Close’s site. You can even try it for free!
Pipedrive 的更多内容
以下是 Pipedrive 与其他 CRM 软件的比较：
- Pipedrive 对阵 Keap: Pipedrive 在可视化销售渠道管理方面表现出色，而 Keap 则专注于强大的营销自动化、线索评分和高级电子邮件序列。
- 管道驱动 对比 GoHighLevel: GoHighLevel 是一个面向代理机构的一体化营销和销售平台。Pipedrive 是一个以销售为中心的 CRM 系统，用于管理交易和销售渠道。
- Pipedrive 与 ActiveCampaign: Pipedrive 是一款以销售为中心的 CRM，具有直观的销售管道可视化功能，而 ActiveCampaign 则优先考虑营销自动化和客户旅程构建。
- Pipedrive 与 HubSpot 对比: Pipedrive 是一款更专注于销售的 CRM，以其简洁性而闻名；而 HubSpot 则提供了一套全面的营销、销售和服务工具，因此也更加复杂。
- Pipedrive 与 ClickFunnels 的比较: Pipedrive 是一个销售流程 CRM，而 ClickFunnels 主要专注于构建销售漏斗和着陆页，并具备基本的 CRM 功能。
- Pipedrive 对阵 Folk: Pipedrive 在销售渠道管理方面表现出色，而 Folk 则侧重于为小型团队提供简单的联系人组织和关系建立。
- Pipedrive 对阵 Instantly: Pipedrive 专注于销售交易管理，而 Instantly 则专注于陌生邮件营销、潜在客户开发和电子邮件自动化。
- Pipedrive 与 ClickUp 的对比: Pipedrive 是一款专用的销售 CRM 系统，非常适合跟踪销售渠道。 点击上 是一个功能全面的工作管理平台，也可以用作客户关系管理系统 (CRM)，并提供更广泛的项目管理功能。
- Pipedrive 与 Monday CRM 的对比: Pipedrive 是一款以销售为中心的 CRM，具有可视化的销售流程；而 Monday CRM 是一款高度可定制的工作操作系统，可以配置用于 CRM 目的，并强调工作流管理。
- Pipedrive 与 Capsule CRM 的比较: Pipedrive 专注于可视化销售渠道管理，而 Capsule CRM 则是一款更简单、以增长为导向的 CRM，用于管理联系人和关系，通常适用于小型企业。
- Pipedrive 与 Insightly 的比较: Pipedrive 专注于销售渠道可视化，而 Insightly 提供更广泛的 CRM 解决方案，包括项目管理、营销自动化和更强大的报告功能。
- Pipedrive 与 Freshsales 的比较: Pipedrive 提供深度销售渠道可视化，而 Freshsales CRM 提供更完整的解决方案，内置电话、人工智能工具和集成营销功能。
- Pipedrive 与 Salesforce: Pipedrive 是一款面向中小企业的、用户友好且以销售为中心的 CRM 系统，而 Salesforce 是一款高度可定制的企业级 CRM 系统，在销售、服务和营销方面具有广泛的功能。
- Pipedrive 与 Zendesk 的比较: Pipedrive 侧重于可视化销售流程管理和自动化，而 Zendesk 主要关注客户服务和支持。它也提供 CRM 功能以及内置的沟通工具。
更多关于Close CRM的信息
以下是Close CRM与这些软件解决方案的简要比较：
- 关闭 CRM 与 Pipedrive 的对比: Close CRM 注重强大的沟通工具和内部销售自动化功能。与此同时，Pipedrive 则以其面向中小企业的直观可视化销售流程管理而闻名。
- Close CRM 与 Keap 的比较: Close CRM 是一款以销售为中心的 CRM，内置了电话和电子邮件序列功能，而 Keap 则提供更全面的营销自动化和电子商务集成。
- 缩小 CRM 与 ActiveCampaign 的差距: Close CRM 在简化销售流程和沟通工具方面表现出色，而 ActiveCampaign 则提供更广泛的营销自动化、高级细分和详细的客户旅程跟踪。
- 关闭 CRM 与 HubSpot 的比较: Close CRM 专为销售团队设计，优先考虑内置的呼叫功能和快速成交，而 HubSpot 则提供更广泛的套件，涵盖营销、销售和客户服务。
- Close CRM 与 Clickfunnels 的比较: Close CRM 是一款面向销售的客户关系管理系统，用于管理销售线索和交易；ClickFunnels 是一款专门用于构建销售漏斗和优化转化率的工具。
- 封闭式客户关系管理与民间: Close CRM 是一款以销售为中心的 CRM，具有强大的销售自动化和内置沟通功能，而 Folk 则提供灵活的协作式联系人管理，侧重于组织和简单的对外联络。
- 关闭 CRM 与即时: Close CRM 提供全面的销售 CRM，集成了呼叫功能和更广泛的销售自动化功能，而 Instantly 则专注于大批量陌生邮件推广和送达率。
- 关闭 CRM 与 Clickup 的比较: Close CRM 是一款专用于销售渠道管理和沟通的 CRM 系统，而 ClickUp 是一款功能全面的工作操作系统，具有项目管理、任务组织和可定制的 CRM 功能。
- 关闭 CRM 与周一 CRM 对比: Close CRM 是一款专业的销售 CRM 系统，具备先进的交易自动化功能。Monday CRM 是一款可视化工作操作系统，提供可定制的工作流程，适用于包括销售在内的各种业务功能。
- 关闭 CRM 与 Capsule CRM: Close CRM 为专业的销售团队提供强大的销售自动化和内置沟通功能。 胶囊 CRM 是一款更简单、更经济实惠的联系人管理软件，主要用于基本关系跟踪。
- 关闭 CRM 与 Insightly: Close CRM 主要是一款以销售为中心的 CRM 系统，拥有强大的沟通工具。与此同时，Insightly 提供更全面的 CRM 解决方案，包括强大的项目管理和更广泛的集成功能。
- Close CRM 与 Freshsales CRM 的比较: Close CRM 通过内置的沟通和自动化功能，着重提升销售效率。Freshsales CRM 则提供包含高级销售自动化和深度报告功能的综合解决方案。
- CRM 与 Salesforce 的区别: Close CRM 是一个面向中小企业的销售互动平台，集成了电话和电子邮件功能；而 Salesforce 是一个功能强大、高度可定制的企业级 CRM，具有广泛的销售、营销和服务功能。
- 关闭 CRM 与 Zendesk: Close CRM专为销售团队打造，拥有强大的通话和邮件功能。而Zendesk则主要是一个客户服务平台，专注于工单和支持管理。
常见问题解答
Is Pipedrive or Close better for beginners?
Pipedrive is generally easier to learn and use, making it a good choice for beginners. Its interface is more intuitive and user-friendly. Close has a steeper learning curve but offers more advanced features.
Can I use Pipedrive or Close for free?
Pipedrive offers a 14-day free trial, but no free plan. Close also has a 14-day free trial, but no free plan either.
What are some limitations of Pipedrive?
Pipedrive’s reporting features are not as advanced as Close’s. It also lacks built-in calling functionality.
I’m interested in Close, but it seems expensive. Is it worth it?
Close is a premium CRM with a higher price tag. However, it offers powerful features like a built-in predictive dialer and advanced automation. If you need these features, Close is worth the investment.
Can you give an example of how Close’s automation can help me?
For example, you can use Close to automate email sequences to follow up with leads, set reminders for tasks, and track all your sales activities in one place. This saves you time and helps you stay organized.
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