⚡ Quick Verdict:
- 定价： Keap starts at $299/month (billed annually) vs Close 客户关系管理 from $35/seat/month (Essentials plan)
- 最适合： Keap for small businesses needing sales and marketing automation in one platform; Close 客户关系管理 for sales teams focused on high-volume calling and lead conversion
- 主要区别： Keap includes landing page builder, invoicing, payment processing, and advanced marketing automations; Close CRM focuses on built-in calling, power dialer, and sales pipeline management
- Our pick: Keap for most small businesses — it covers the full customer journey from lead capture to payment collection
Keap and Close CRM are both customer relationship management platforms.
但它们是为截然不同的企业类型而设计的。
Keap bundles CRM, marketing automation, e-commerce tools, and payment processing into one platform.
Close CRM strips everything back to focus on one thing: helping sales teams close more deals faster.
Keap vs Close CRM comparison breaks down both tools so you can pick the right one for your 商业.
概述
This comparison covers pricing, features, automation, and ease of use.
我们的 作家 spent hands-on time with Keap directly.
Observations on Close CRM come from its documentation, published specs, and user reviews.
Those hands-on observations appear in the “What Our Team Noticed” sections below.
Keap是什么？
Keap is a CRM and sales and marketing automation platform built for small businesses.
It was formerly known as Infusionsoft before rebranding to better reflect its small 商业 重点。
The platform combines contact management, email marketing campaigns, landing pages, invoicing, and payment processing in one place.
Keap is designed for solopreneurs and growing teams who want to automate repetitive tasks across the full customer journey.
基普
Keap automates almost every stage of the sales process for small businesses. It handles CRM, email marketing, invoicing, and payment processing in one dashboard. A 14-day free trial lets you explore all features before committing.
Keap定价
以下是 Keap 在 2026 年的成本。
| 计划 | 价格 | 最适合 |
|---|---|---|
| 基普 | $299/month (Billed Annually) | Small businesses needing full CRM + automation + payments |
Pricing verified April 2026.
免费试用： Yes — 14-day free trial with access to all features. No credit card required to start.
退款保证： Contact Keap support for refund terms after the trial period ends.
📌 笔记： Keap’s pricing is based on the number of contacts. Costs increase as your contact list grows beyond the base threshold. Each additional user costs $30/month. The platform consolidates CRM, marketing, and e-commerce tools, which can replace several separate subscriptions.
⚠️ 警告： Keap’s pricing is considered high for new small businesses. A one-time Expert Coaching fee of $499 is available but optional. Factor this into your total cost if you need hands-on onboarding support.
Keap的主要优势
Here’s what makes Keap worth considering:
- 一体化平台： Keap combines CRM, email marketing, landing pages, invoicing, and payment processing in one system. This reduces the need to juggle multiple separate tools.
- Advanced Automations: The drag-and-drop Campaign Builder lets you create complex when-then workflow sequences. Keap’s 人工智能工具 also draft email copy and suggest automation steps based on plain-language prompts.
- 领先得分： Keap’s lead scoring feature tracks each prospect’s engagement level. This helps sales teams prioritize the contacts most likely to convert.
- 电子商务工具： Keap includes checkout forms, order management, and payment processing integrations. This makes it a strong fit for e-commerce businesses and service providers who collect payments online.
- 专属业务线： The Keap app provides a separate business phone number for calls and texts. This keeps personal and professional communications completely separate.
- 集成： Keap connects with over 2,500 third-party tools and platforms. Most popular apps in your existing tech stack are likely already supported.
What Our Team Noticed
Our writer signed up for Keap and spent time exploring the platform across several sessions. Here’s what stood out:
Keap 的优缺点
✅ 优点
- 在一个平台上实现全面的销售和营销自动化
- Built-in invoicing and payment processing for e-commerce businesses
- Drag-and-drop tools make building campaigns straightforward
- Landing page builder with web form and checkout form support
- Connects with over 2,500 third-party integrations
❌缺点
- High monthly fee compared to many CRM platforms
- Pricing increases significantly as your contact list grows
- Optional $499 Expert Coaching fee adds to the onboarding cost
- User community is not very active for peer support
什么是Close CRM？
Close CRM is a sales-focused customer relationship management platform for small and medium-sized businesses.
It combines calling, emailing, and SMS into a single inbox so sales reps can manage all 外联 在同一地点。
Close is built around speed — it’s designed for high-volume inside sales teams that rely heavily on phone calls and follow-ups.
Unlike most CRMs, Close includes a built-in power dialer and predictive dialer, which means sales reps can dial multiple numbers without leaving the platform.
关闭 CRM
Close CRM puts calling, email, and SMS in one place for sales teams. Its built-in power dialer helps reps reach more leads without switching tools. A 14-day free trial is available with no credit card needed.
关闭 CRM 定价
以下是 Close CRM 在 2026 年的成本。
| 计划 | 价格 | 最适合 |
|---|---|---|
| 基本要素 | 每席每月 35 美元 | 小型销售团队起步 |
| 生长 | 每席每月 99 美元 | 不断壮大的团队需要自动化和报告功能 |
| 规模 | 每席每月 139 美元 | Larger teams needing advanced features and coaching |
Pricing verified April 2026.
免费试用： Yes — 14-day free trial available. No credit card required to sign up.
退款保证： Close does not publicly advertise a money-back guarantee. Contact their support team for details.
📌 笔记： Close CRM’s pricing is per seat, meaning costs scale directly with team size. The Startup plan (now Essentials) includes basic calling and email features. Advanced automation features and call coaching are available on higher tiers. Close also offers a free one-click migration tool for teams switching from other CRMs.
⚠️ 警告： Close’s entry-level pricing is considered mid-tier compared to other CRM options. For small teams with tight budgets, the per-seat model can add up quickly as you grow. Review the feature differences carefully between plans before choosing a tier.
Close CRM 的主要优势
Here’s what makes Close CRM worth considering:
- 内置通话： Close lets sales reps make calls directly from the browser without a separate phone system. Both power dialer and predictive dialer options help teams dial multiple numbers efficiently.
- 统一收件箱： Email, calls, and SMS all appear in a single inbox. Sales reps don’t need to switch between tools to track their outreach or manage follow-ups.
- 智能视图： Close’s Smart Views filter leads based on specific criteria automatically. This helps sales teams focus on the right contacts at the right time without manual sorting.
- 在线辅导： Managers can listen in and coach sales reps during live calls on the Enterprise plan. This is a professional feature not commonly found in basic CRM tools.
- 快速安装： Close includes a CSV import tool and a free one-click migration tool. New teams can be up and running within the 14-day free trial period.
- Activity Timelines: Close captures all sales activity and displays it on profile timelines. This gives managers a clear picture of every rep’s outreach without manual reporting.
What Our Team Noticed
Our writer reviewed Close CRM’s published documentation and user feedback on G2. Here’s what stood out from that research:
关闭 CRM 的优缺点
✅ 优点
- Built-in calling with power dialer and predictive dialer
- Email, call, and SMS unified in one inbox
- Fast setup with free migration tool from other CRMs
- Live call coaching for managers on Enterprise plan
- Smart Views help prioritize leads without manual filtering
❌缺点
- Reporting functionality is considered weak compared to other CRM platforms
- Integrates with just over 80 tools — fewer than many CRM options
- Not as customizable as other CRMs, which may limit adaptability for some businesses
- Per-seat pricing adds up quickly for larger sales teams
功能对比
Let’s compare Keap vs Close CRM across the features that matter most to small businesses and sales teams.
| 特征 | 基普 | 关闭 CRM |
|---|---|---|
| 起价 | 每月 299 美元（按年计算） | 每席每月 35 美元 |
| 免费试用 | ✅ 14天 | ✅ 14天 |
| 营销自动化 | ✅ 高级 | ❌仅限基础版 |
| 落地页生成器 | ✅ | ❌ |
| 发票和付款 | ✅ | ❌ |
| 内置通话 | ❌ | ✅ 强力+预测拨号器 |
| Email + SMS + Call Inbox | 部分的 | ✅ 统一 |
| 领先得分 | ✅ | ❌ |
| 第三方集成 | 2,500+ | 80+ |
| Live Call Coaching | ❌ | ✅ Enterprise plan |
| 最适合 | Small business with full sales cycle | Inside sales teams, high-volume calling |
1. 自动化构建器
Keap： Keap’s Campaign Builder uses a visual drag-and-drop flowchart to map out automated workflows. You can build when-then sequences that trigger emails, tasks, or notifications based on customer behavior. Keap’s AI tools can also suggest automation steps from plain-language prompts, which makes building advanced automations faster for non-technical users.
关闭客户关系管理系统： Close includes workflow automations focused on sales follow-ups and task reminders. Automated follow-up reminders reduce the manual effort of tracking which leads need a response. Advanced automation features — such as sequences and bulk actions — are available on the Professional and Enterprise plans, not the entry-level tier.
⚠️ 警告： If you need advanced marketing automations that go beyond sales follow-ups — such as drip campaigns, lead nurturing sequences, or e-commerce triggers — Keap is the stronger choice. Close CRM’s automation is built primarily for sales process steps, not full marketing automation.
2. Built-in Calling & Communication
Keap： Keap provides a dedicated business line through the Keap app for calls and texts. This keeps personal and business communications separate. However, Keap does not include a power dialer or predictive dialer, so high-volume calling teams will need to use a separate phone tool or integration.
关闭客户关系管理系统： Close is built around calling. Sales reps can dial directly from their browser with no external phone system required. The power dialer automates sequential dialing, while the predictive dialer dials multiple numbers simultaneously and connects the rep to whoever answers first. Managers can listen in on live calls and coach reps in real time on the Enterprise plan.
3. 客户关系管理与联系人管理
Keap： Keap’s CRM keeps all customer data in one contact record — purchase history, emails sent, tasks completed, and tags applied. Lead scoring assesses each prospect’s interest level based on engagement, so sales teams can focus on contacts most likely to convert. Custom fields let you tailor the contact record to your specific business model.
关闭客户关系管理系统： Close captures all sales activity automatically on contact and lead timelines. Every call, email, and note is logged without requiring manual data entry from reps. Smart Views filter leads based on criteria you define, so your team always works from a prioritized list rather than scanning a raw contact list.
4. 电子邮件营销与活动
Keap： Keap’s email marketing campaigns support hyper-targeted messages using CRM tags and contact segments. You can build multi-step drip sequences that combine email with 文本 messages and automated tasks. Keap claims a deliverability rate of 99.5% for emails sent through its platform.
关闭客户关系管理系统： Close includes bulk email sending and email sequences for automated follow-ups. Email templates speed up individual outreach for sales reps. However, Close is not an email marketing platform — it lacks the advanced segmentation and campaign features found in dedicated email marketing tools or Keap.
5. Lead Management & Sales Pipeline
Keap： Keap provides a visual sales pipeline view to track leads across stages. Lead scoring adds a layer of prioritization by ranking contacts based on their engagement with your emails and content. Sales campaigns can be triggered automatically when a lead reaches a specific pipeline stage.
关闭客户关系管理系统： Close offers multiple pipelines and a visual pipeline view that helps identify bottlenecks in the sales process. Smart Views automatically surface leads that need follow-up based on filters you set. The platform is designed to reduce manual data entry so reps spend more time talking to prospects and less time updating records.
6. 着陆页和潜在客户获取
Keap： Keap includes a landing page builder with web forms and checkout forms built in. You can connect multiple landing pages to different campaigns and track which page each new lead came from. This makes Keap particularly useful for businesses running paid ads or content marketing alongside their CRM.
关闭客户关系管理系统： Close does not include a landing page builder. Lead capture in Close happens through CSV import, manual entry, or integrations with external lead generation tools. If landing pages are part of your lead generation strategy, you’ll need a separate tool alongside Close.
✅ 优势： If connecting multiple landing pages to automated follow-up sequences is important to your business strategy, Keap handles this end-to-end. Close requires third-party tools to achieve the same result.
7. E-Commerce & Payments
Keap： Keap includes built-in invoicing and supports numerous payment processing integrations. Businesses can create checkout forms, manage orders, and trigger automated follow-ups after a purchase. This makes it a practical choice for service businesses and e-commerce businesses that want payments and CRM in one place.
关闭客户关系管理系统： Close does not include invoicing or payment processing features. It is a pure sales and customer relationship management platform focused on helping reps close deals — not collect payments. Businesses that need invoicing will require a separate 会计 or payment tool.
8. 报告与分析
Keap： Keap provides reporting across email campaigns, sales pipelines, and automation performance. Businesses can track conversion rates across different campaigns and measure how automation changes affect their revenue. The visual dashboard gives a clear view of the full customer journey from lead to repeat business.
关闭客户关系管理系统： Close provides KPI reports and activity tracking for sales teams. Managers can see call volume, email open rates, and pipeline movement at a glance. However, Close’s reporting is frequently noted as a weakness — G2 reviews describe limited options for custom graphs and deep sales analytics compared to other CRM platforms.
9. Integrations & Third-Party Tools
Keap： Keap integrates with over 2,500 platforms and tools. Most popular CRM platforms, email tools, payment processors, and project management apps are available. This broad integration library means Keap fits into almost any existing tech stack without replacing every tool you already use.
关闭客户关系管理系统： Close integrates with over 80 tools, which is significantly fewer than most CRM options. Core integrations include Zoom meetings, popular email clients, and key sales tools. If your business relies on a broad stack of third-party tools, check that your essential apps are supported before committing to Close.
⚠️ 警告： Close’s integration library is notably smaller than Keap’s. If your business depends on niche or industry-specific tools, verify compatibility before choosing Close CRM as your platform.
10. 定价与成本
Here’s a side-by-side look at both platforms’ pricing.
| 计划 | 基普 | 关闭 CRM |
|---|---|---|
| 入门计划 | 每月 299 美元（按年计费） | 35美元/座位/月（基础套餐） |
| 中期计划 | — | 99美元/席位/月（增长版） |
| 最高计划 | — | 139 美元/座位/月（Scale） |
| 免费试用 | 14天 | 14天 |
| Per-User Fee | $30/month per additional user | Included in per-seat price |
Keap： Keap’s $299/month price covers the full platform — CRM, automations, email marketing, landing pages, and payment tools. The flat structure simplifies budgeting, but it is a significant monthly fee for a solo operator or very small team. Additional users cost $30/month each, which adds up as your team grows.
关闭客户关系管理系统： Close’s per-seat model starts lower but scales with team size. A five-person team on the Essentials plan pays $175/month — far below Keap. But a five-person team on the Scale plan pays $695/month, which is more than double Keap’s flat rate. Budget carefully based on how many seats you actually need.
不同场景
| 如果您需要…… | 选择 | 为什么 |
|---|---|---|
| Full sales and marketing automation | 基普 | Covers the entire customer journey |
| High-volume calling and dialing | 关闭 CRM | Built-in power dialer, no extra tool needed |
| Landing pages + lead capture | 基普 | Native builder included in the platform |
| 开具发票和收款 | 基普 | Built-in checkout forms and payment integrations |
| Lower starting price per seat | 关闭 CRM | $35/seat vs $299 flat for Keap |
| Broader third-party integrations | 基普 | 2,500+ integrations vs 80+ for Close |
| 面向经理人的实时电话辅导 | 关闭 CRM | Enterprise plan includes real-time coaching |
💰 您的预算
For solo operators or very small teams, Keap’s $299/month flat fee is a big commitment. Close CRM’s Essentials plan at $35/seat/month is a lower entry point for teams of one to three people, but costs escalate quickly at higher tiers with larger teams.
🔌 您的技术栈
Keap’s 2,500+ integrations make it compatible with almost any existing business tool. Close’s 80+ integrations cover the most common sales apps, but niche or industry-specific tools may not be supported — check your stack against Close’s integration library before committing.
📞 您的销售流程
If your sales process depends heavily on phone calls and outbound dialing, Close CRM is the better fit. If your sales process is built around email campaigns, nurture sequences, and automated follow-ups, Keap’s marketing automation is the stronger option.
🎓您的经验水平
Close CRM is praised for being quick to set up — a motivated team can be operational within the 14-day free trial. Keap has a broader feature set that takes more time to configure, though its checklists, training webinars, and onboarding videos help new users get started.
🆓 免费试用和演示
Both platforms offer 14-day free trials with no credit card required. Use the trial to test the specific features your team relies on most — especially calling for Close or automation builder for Keap — before making a final decision.
🛟 支持选项
Keap provides 24/7 chat support, email support, and phone support Monday through Friday for U.S. customers. Every Keap plan includes a dedicated customer success manager to help with setup. Close offers a help center, API documentation, and proactive onboarding support, but its support structure is less hands-on than Keap’s.
切换指南
已经在使用这些工具之一了吗？如果您切换到其他工具，以下是您可能遇到的情况。
🔄 从 Keap 切换到 Close CRM？
✅ 你将获得：
- Built-in power dialer and predictive dialer for high-volume calling
- Unified inbox for email, calls, and SMS in one place
- 小型销售团队的单席位入门价格更低
❌ 你会失去什么：
- Advanced marketing automations and Campaign Builder
- Built-in landing page builder and web form tools
- Invoicing, checkout forms, and payment processing integrations
📋 如何切换：
- Export your contacts and data from Keap in CSV format
- Create your Close CRM account and use the free one-click migration tool
- Rebuild your sales sequences and pipeline stages in Close
🔄 从 Close CRM 切换到 Keap？
✅ 你将获得：
- 具备拖放式营销活动构建器的完整营销自动化功能
- Landing page builder and web forms built into the platform
- Built-in invoicing and payment processing for e-commerce businesses
❌ 你会失去什么：
- Built-in power dialer and predictive dialer functionality
- Unified inbox with automatic call, email, and SMS logging
- Live call coaching features for sales managers
📋 如何切换：
- Export your leads and contacts from Close CRM in CSV format
- Start your Keap 14-day free trial and import contacts using Keap’s free migration support
- Rebuild your campaigns and automations using Keap’s Campaign Builder templates
What Our Review Didn’t Cover
This comparison focused on individual users, small businesses, and small sales teams. We didn’t evaluate enterprise-level use cases, custom API integrations, or how either platform performs at scale with hundreds of users. Our analysis is based on the April 2026 versions of both tools — features and pricing may change after publication. If you’re managing a large sales organization or have highly specific compliance requirements, your experience may differ from what’s described here.
最终判决
| 类别 | 优胜者 |
|---|---|
| 💰 Pricing (Flat Fee Value) | 基普 |
| 🚀 营销自动化 | 基普 |
| 📞 内置通话 | 关闭 CRM |
| 🎯 线索管理 | 基普 |
| 👶 设置简便 | 关闭 CRM |
| 🔌 集成 | 基普 |
| 💳 E-Commerce & Payments | 基普 |
| 📊 报道 | 基普 |
| 🏆 总冠军 | 基普 |
🏆 获胜者：KEAP
Keap wins 6 out of 8 categories in this comparison.
最适合： Small businesses managing the full sales cycle, e-commerce businesses collecting payments, and teams that want sales and marketing automation in one platform
Keap and Close CRM are built for different types of businesses.
Keap covers the full customer journey — from lead capture and email marketing campaigns all the way to invoicing and repeat business.
Close CRM is purpose-built for sales teams that live on the phone.
Close’s built-in calling tools, power dialer, and unified inbox make it a strong pick for inside sales teams focused on high-volume outbound calls.
But for most small businesses that need more than just a dialer — and want sales and marketing automation, landing pages, and payments under one roof — Keap is the better fit.
Keap 的比较
Here’s how Keap stacks up against other CRM and automation platforms:
Keap 获胜理由： Simpler interface for non-agency users, dedicated customer success manager included, cleaner e-commerce checkout flow
GoHighLevel 获胜方式： White-label options for agencies, broader marketing funnel features, more competitive pricing for multi-client management
Keap 获胜理由： Built-in invoicing and payment processing, all-in-one pricing without a free tier locked behind paywalls, simpler automation setup for small teams
HubSpot 在以下方面胜出： Free CRM tier for getting started, a much broader suite of marketing and service tools, stronger SEO and content marketing features
Keap 获胜理由： Combined CRM and e-commerce in one dashboard, dedicated business phone line through the Keap app, built-in landing page and web form builder
ActiveCampaign 获胜方式： More flexible email marketing plan options at lower price points, broader list of pre-built automation recipes, stronger reputation for email deliverability management
Keap 获胜理由： Native email marketing campaigns and automation builder, built-in payment collection and invoicing, AI-powered automation suggestions from plain-language prompts
管道驱动 获胜方式： Lower starting price per seat, cleaner pipeline-focused interface for pure sales teams, more customizable deal stage tracking
相比之下，Close CRM 的优势更多
Here’s how Close CRM compares to other sales and CRM platforms:
成交 CRM 的关键在于： Native calling and power dialer without add-ons, faster sales team onboarding, activity timelines that log all outreach automatically
HubSpot 在以下方面胜出： Free tier for small teams, much broader integration library, combined marketing and service hub alongside CRM
关闭 CRM 与 Salesforce
成交 CRM 的关键在于： Much simpler setup and interface for small sales teams, built-in dialer without extra licensing costs, faster time-to-value for lean teams focused on outbound
Salesforce 的优势在于： Deep customization with custom objects and advanced reporting, enterprise-grade compliance and security controls, far broader library of third-party apps
成交 CRM 的关键在于： Cleaner, sales-rep-first interface with less configuration needed, superior built-in calling and dialer experience, faster setup for non-technical sales teams
GoHighLevel 获胜： White-label platform for agencies, broader marketing automation features, built-in landing page and funnel builder that Close lacks
成交 CRM 的关键在于： Native power dialer and predictive dialer built in, unified inbox combining calls, email, and SMS, automatic activity logging that eliminates manual data entry
Pipedrive 获胜： Lower per-seat entry price, more flexible pipeline customization, stronger visual deal management for teams focused purely on pipeline stages
常见问题解答
Keap CRM 的用途是什么？
Keap is a CRM and sales and marketing automation platform designed for small businesses and solopreneurs. It handles contact management, email marketing campaigns, landing pages, invoicing, and payment processing in one place. Keap offers a 14-day free trial so you can explore all Keap features before committing to a paid plan.
Keap容易使用吗？
Keap is considered user friendly, with a drag-and-drop Campaign Builder and ready-made automation templates. New users can set up the system in as little as 20 minutes according to Keap’s documentation. A full Keap review from our team covers the setup experience and Keap features at fahimai.com/keap-crm.
What is Close CRM and how is it different from other CRMs?
Close CRM is a sales-focused platform that combines CRM with built-in calling, email, and SMS tools in a single inbox. It is designed to ensure full team engagement by automatically logging all sales activity — calls, emails, and texts — on every contact record without manual data entry. Most CRMs require a separate phone system, while Close includes a power dialer and predictive dialer natively.
Close CRM每月费用是多少？
Close CRM’s Essentials plan starts at $35/seat/month. The Growth plan costs $99/seat/month, and the Scale plan is $139/seat/month. Annual billing reduces these rates slightly. A 14-day free trial is available on all plans.
那就是 最佳客户关系管理 for small businesses — Keap or Close CRM?
Keap is the better choice for small businesses that want to increase conversions through automation. Keap’s lead score system helps you prioritize hot prospects, and its built-in tools support upsells and cross sells after the initial sale. Close CRM is the stronger pick for teams whose primary sales process depends on outbound calling and fast lead follow-ups.
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