⚡ 快速结论：
- 定价： 创造 客户关系管理 starts at $25/user/month vs Close CRM at $35/seat/month (per the published 2026 plans)
- 最适合： 创造 客户关系管理 for teams that want a no code platform to automate workflows across sales, marketing, and service. Close CRM for high-velocity inside sales teams that live on phone calls and email
- 主要区别： Creatio is a low code platform with a native 商业 process management engine for industry workflows. Close is a sales engagement tool with built-in calling baked into the CRM
- 我们的选择： Creatio CRM for most growing companies — broader feature scope, lower entry price, and a marketplace add ons library that scales with you
Choosing between Creatio CRM vs Close CRM comes down to one 问题.
Do you need a no code platform that handles every 商业 process, or a focused sales tool built around phone calls?
Creatio CRM and Close CRM both promise to help your sales team close more deals.
但他们实现目标的路径却截然不同。
This comparison breaks down both tools so you can pick the right one with confidence.
概述
This comparison covers pricing, features, ease of use, and ideal use cases.
We also break down who each CRM works best for in different business environments.
Our sources include published specs, vendor documentation, and G2 reviews.
By the end, you’ll know which platform fits your sales processes and team size.
Creatio CRM是什么？
Creatio CRM is a unified, AI-powered, no code platform for sales, marketing, and service.
The creatio team built it to give business users the maximum degree of freedom over their automation.
Citizen developers can build applications without writing code.
The platform includes Sales Creatio for sales processes, Marketing Creatio for omnichannel marketing platform needs, and Studio Creatio for app building.
Creatio products serve thousands of customers across 100 countries with industry workflows for 20 verticals.
The company has long lasting relationships with organizations including AMD, Bayer, Kraft Heinz, the Société Générale Group, and the BNP Paribas Group.
Creatio is known for communicating transparently with customers and showing genuine care for their long-term success and revenue growth.
Creatio CRM
A no code platform to automate workflows and CRM with a maximum degree of freedom. Recognized as a Strong Performer in Gartner and Forrester reports.
Creatio CRM 定价
Here’s what Creatio CRM costs in 2026. Let’s break it down by plan.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 生长 | 每用户每月 25 美元 | Small teams starting with no code tools |
| 企业 | 每用户每月 55 美元 | 拥有复杂工作流程的成长型公司 |
| 无限 | 每用户每月 85 美元 | Large operations needing full customization |
价格已于2026年4月核实。
免费试用： Yes — Creatio offers a free trial of the platform without requiring a credit card upfront.
退款保证： Refund terms are handled through your account contract. Contact the creatio team directly for cancellation details.
📌 笔记： Creatio claims a 37% lower total cost of ownership compared to traditional crm applications. The flexible pricing and no code architecture are the defining part of that savings.
⚠️ 警告： Some marketplace add ons carry separate licensing fees on top of base plans. Check pricing for any third-party connectors before signing a contract.
Creatio CRM 的主要优势
Here’s what makes Creatio worth considering for your business:
- No Code Platform Freedom: The drag-and-drop visual designer lets non-technical staff build applications without coding. Citizen developers can ship internal tools in days, not months.
- All-In-One CRM Suite: Sales Creatio, Marketing Creatio, and Service Creatio share one 数据 model. You can orchestrate customer journey steps from first touch to renewal in one place — covering contact management, account management, and order management without separate tools.
- Native Business Process Management: The built-in BPM engine handles complex workflow automation. It maps your sales process visually and runs the steps automatically, helping you enhance customer and employee experiences across every department.
- 20个垂直行业的行业工作流程： Banking, manufacturing, pharma, and more get prebuilt templates. The marketplace has 700+ connectors for popular business tools.
- 人工智能驱动的洞察： Creatio AI agents handle tasks like account research and lead conversion. Customizable dashboards surface the metrics that matter for your operations, lifting team productivity and overall efficiency. The cloud-native technology stack scales with you.
- 更快的实施： Organizations using Creatio often see a 70% reduction in implementation timelines. The no code design speeds up rollout for managing accounts and workflows and crm projects.
我们的团队注意到了什么
我们的 作家 signed up for Creatio in March and spent several days exploring the platform. Here’s what stood out:
Creatio CRM 的优缺点
✅ 优点
- No code platform with drag-and-drop visual design tools
- Unifies sales, marketing, and service in one product
- 700+ marketplace add ons for popular business tools
- AI agents handle account research and lead conversion
- 开箱即用的 20 个垂直行业的行业工作流程
❌缺点
- Steeper learning curve than focused sales-only tools
- Marketplace add ons can add complexity to pricing
- Higher tiers needed to unlock advanced features
什么是Close CRM？
Close CRM is a sales platform built for small to medium-sized businesses that live on outbound calls.
The tool combines customer relationship management with sales engagement features in one inbox.
Sales reps can dial multiple numbers, send bulk email, and log activity automatically.
The platform helps sales teams close more deals faster with less manual data entry.
Close offers built in calling, predictive dialer, power dialer, and call coaching features.
The CRM has a 4.7 star rating on G2 from sales reps managing high call volume.
Teams that choose Close get regular product updates, strong data security, and an active help center. Close emphasizes user data protection and frequent feature releases.
关闭 CRM
A specialized CRM for small business sales teams that rely on phone calls and email 外联. Best-in-class call functionality with browser-based dialing.
关闭 CRM 定价
Here’s the Close pricing structure for 2026. Three plans cover most team sizes.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 基本要素 | 每席每月 35 美元 | Small teams testing startup features |
| 生长 | 每席每月 99 美元 | Sales teams needing advanced features and bulk email |
| 规模 | 每席每月 139 美元 | Larger teams using call coaching and custom graphs |
价格已于2026年4月核实。
免费试用： 是的——14天，无需信用卡。
退款保证： Refunds depend on your billing cycle. Annual subscribers should review terms before choosing close.
📌 笔记： The Essentials plan covers built in calling, basic email, and pipeline views. Higher tiers unlock the predictive dialer, multiple pipelines, and email sequences for larger sales teams.
⚠️ 警告： Per-seat pricing climbs fast. A 5-person team on the Growth plan costs $495/month — that’s where Close stops being cheap compared to other crms.
Close CRM 的主要优势
Here’s what makes Close worth considering for outbound sales:
- Built In Calling and Power Dialer: Sales reps dial directly from the desktop browser with no separate phone system needed. The power dialer and predictive dialer queue up calls automatically, helping reps reach more prospects per hour.
- One Inbox for All Channels: Email, SMS, calling, and zoom meetings all live in one inbox. Profile timelines capture every customer interaction without manual logging — making it easier to qualify more leads.
- Smart Views for Lead Prioritization: Filters surface the most promising leads based on custom fields and activity. Sales reps know exactly who to call next.
- Workflow Automation and Follow Ups: Automated reminders and email sequences increase response rates without manual effort. The system handles follow ups so reps focus on talking to customers.
- Quick Setup and Migration: A motivated team can set up within the 14-day free trial. Free migration help is included for users switching from other crms.
- 在线辅导： Managers can listen in and coach during calls with whisper mode. This is one of the professional features that makes Close popular with sales teams.
我们的团队注意到了什么
Our writer signed up for Close in March and used it for everyday outbound sales tasks. Here’s what stood out from that hands-on time:
关闭 CRM 的优缺点
✅ 优点
- Best-in-class browser-based calling and SMS
- Quick setup with 14-day free trial and CSV import
- Power dialer and predictive dialer for high call volume
- Smart Views filter leads for full team engagement
- Free migration help when switching from other tools
❌缺点
- 报告 functionality is weaker than other crms
- Less customizable than full crm options
- 对于规模较大的团队来说，按席位计费会非常昂贵。
- Lacks some key integrations found in other tools
功能对比
Ready to dive into a detailed Creatio CRM vs Close CRM comparison?
We’ll explore eight key features to help you decide which platform best suits your sales processes and team.
| 特征 | Creatio CRM | 关闭 CRM |
|---|---|---|
| 起价 | 每用户每月 25 美元 | 每席每月 35 美元 |
| 免费试用 | ✅ | ✅（14天） |
| No Code Platform Builder | ✅ | ❌ |
| Built In Calling / Power Dialer | ❌ | ✅ |
| 营销自动化 | ✅ | ❌ |
| Service Management | ✅ | ❌ |
| 工作流自动化 | ✅ (Native BPM) | ✅ (Sales-focused) |
| 行业工作流程 | ✅（20 个竖屏） | ❌ |
| 集成 | 700+ marketplace add ons | 80+ apps |
| 最适合 | 跨职能团队 | High-velocity inside sales |
1. Sales Process Management
Creatio CRM： Sales Creatio is an end-to-end sales management platform that can accelerate sales processes of any complexity. The native BPM engine maps each step of your sales process visually. You can orchestrate customer journey stages from lead capture through closed-won.
关闭客户关系管理系统： Close focuses on a single sales process — high-velocity outbound. Multiple pipelines and a visual pipeline view help identify bottlenecks. The platform is purpose-built for the sales team that wants more deals closed each week.
2. No Code Platform & Customization
Creatio CRM： Studio Creatio gives citizen developers a no code platform to automate workflows beyond core CRM. Drag-and-drop tools let you build applications, custom objects, and reports without writing code. The maximum degree of freedom for customization is the defining part of the Creatio promise.
关闭客户关系管理系统： Close offers custom fields, custom graphs, and multiple pipelines. But it’s not as customizable as a full no code platform. The trade-off is faster setup — most teams are productive on day one.
3. Calling & Phone Outreach
Creatio CRM： Creatio supports phone calls through marketplace add ons and connectors. The platform tracks calls inside the CRM record but doesn’t include a native dialer. You’ll typically pair Creatio with a third-party telephony provider.
关闭客户关系管理系统： Calling is where Close shines. Reps can dial multiple numbers from the browser using the power dialer or predictive dialer. Local presence helps boost answer rates by displaying area-specific caller IDs.
4. Marketing & Customer Journey Tools
Creatio CRM： Marketing Creatio is a full omnichannel marketing platform inside the CRM. You can run marketing campaigns, score leads, and orchestrate customer journey flows across email, web, and social. Few crm applications combine sales and marketing this tightly.
关闭客户关系管理系统： Close offers email templates, bulk email, and email sequences for outreach. But it’s not a marketing platform — there’s no campaign builder or lead scoring. You’d need a separate tool for full marketing campaigns.
5. AI & Workflow Automation
Creatio CRM： Creatio AI agents handle account research, lead conversion, and ticket resolution autonomously. The platform also runs business process management workflows for non-sales tasks. This makes it a true no code platform to automate workflows across departments.
关闭客户关系管理系统： Close has Sales AI features focused on outreach — predictive dialing, follow up reminders, and email sequences. Workflow automation here is purpose-built for sales teams, not cross-functional teams. It does that one job well.
6. 报告与分析
Creatio CRM： Customizable dashboards and AI-powered insights enable data-driven decision making. You can build cross-functional reports that pull from sales, marketing, and service data. Reporting depth is one reason Creatio is recognized as a Strong Performer in analyst reports.
关闭客户关系管理系统： Close offers reporting tools for quick KPI checks and custom graphs. But users have noted reporting functionality is weaker than other crm options. If you need deep analytics, you may need to export data to BI tools.
7. 集成与市场
Creatio CRM： Creatio integrates easily with existing systems through a marketplace of over 700 connectors. Marketplace add ons cover ERP, 会计, telephony, and BI tools. The marketplace add ons library scales well for enterprises with complex tech stacks.
关闭客户关系管理系统： Close integrates with over 80 other tools — Zapier, Slack, Mailchimp, and most popular sales stacks. The list is solid for 小型企业 but lacks some key enterprise integrations. Mobile device access is also covered through the Close app.
8. 易用性和入门指南
Creatio CRM： Creatio’s user-friendly design is highlighted in customer reviews on G2. The no code tools shorten onboarding for citizen developers. Still, the breadth of features means new users face a learning curve in their first weeks.
关闭客户关系管理系统： Close is praised for its simplicity and quick onboarding. A motivated team can set up within a 14-day free trial. The CSV import tool and free migration help make switching from other crm options painless.
定价与成本
Let’s compare the pricing plans side by side. Per-user costs vary widely between these tools.
| 层级 | Creatio CRM | 关闭 CRM |
|---|---|---|
| 入口 | 增长——每用户每月 25 美元 | Essentials — $35/seat/month |
| 中 | Enterprise — $55/user/month | Growth — $99/seat/month |
| 顶部 | Unlimited — $85/user/month | Scale — $139/seat/month |
Creatio CRM： Lower entry price and broader scope across sales, marketing, and service. The 37% lower TCO claim and the 70% reduction in implementation timelines make it cost-effective for growing companies. Mid-tier Enterprise pricing is far below Close’s mid-tier Growth plan.
关闭客户关系管理系统： Higher per-seat cost than Creatio at every tier. Close’s value sits in the calling features — if your sales process depends on dialing, the price may be worth it. For broader CRM needs, the math favors Creatio.
不同场景
| 如果您需要…… | 选择 | 为什么 |
|---|---|---|
| Tight budget at entry | Creatio CRM | $25/user vs $35/seat |
| Heavy phone outreach | 关闭 CRM | 内置电源拨号器 |
| 营销自动化 | Creatio CRM | Marketing Creatio included |
| Service & support workflows | Creatio CRM | Service Creatio module |
| Quick setup, no IT team | 关闭 CRM | 14-day setup |
| 定制行业工作流程 | Creatio CRM | 20 verticals out of the box |
| 中小企业 sales-only focus | 关闭 CRM | Purpose-built for small business |
💰 您的预算
Creatio’s $25/user entry beats Close’s $35/seat starting price. As you scale, the gap widens — Close Scale ($139/seat) costs more than Creatio Unlimited ($85/user).
🔌 您的技术栈
Creatio integrates with 700+ tools through its marketplace, including ERP, BI, and 会计 platforms. Close covers 80+ apps focused on the sales stack — Zapier, Slack, and email tools.
📞 您的销售流程
If your sales reps live on the phone, Close wins. The power dialer and call coaching tools are best-in-class. For mixed sales processes with marketing handoffs and account management, Creatio fits better.
🎓 Your Team’s Size and Experience
A 3-person sales team will get value from Close on day one. A 50-person organization with cross-functional needs will feel limited by Close and benefit from Creatio’s broader scope.
🆓 免费试用和演示
Both platforms offer a free trial — no credit card needed. Test each one with your actual sales process before committing. The 14 days is enough to see if Close fits, but Creatio may need longer to evaluate.
🛟 支持选项
Close offers proactive onboarding, free migration help, and an active help center. Creatio provides documentation, a partner network, and training programs — better suited for complex deployments.
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。
🔄 Switching from Creatio to Close?
✅ 你将获得：
- Built-in calling, power dialer, and predictive dialer
- Faster setup and simpler onboarding
- Tighter focus on outbound sales workflows
❌ 你会失去什么：
- The no code platform builder and citizen developer tools
- Marketing Creatio’s omnichannel marketing platform
- Service Creatio’s full-cycle service management module
📋 如何切换：
- Export contacts, leads, and deals from Creatio as CSV
- Sign up for the Close 14-day free trial and request migration help
- Use the CSV import tool to load contacts and configure custom fields
🔄 Switching from Close to Creatio?
✅ 你将获得：
- A no code platform to automate workflows across departments
- Marketing Creatio for full marketing campaigns
- Industry workflows for 20 verticals and BPM-driven sales processes
❌ 你会失去什么：
- Native power dialer and predictive dialer for phone calls
- The lightweight, sales-only feel of Close’s interface
- Live call coaching with whisper mode
📋 如何切换：
- Export leads, contacts, and pipeline data from Close as CSV
- Engage a Creatio implementation partner or use the import tools directly
- Map Close custom fields to Creatio objects and configure workflows
我们的评测没有涵盖的内容
This comparison focused on small to mid-sized teams using each CRM for everyday sales work. We didn’t test enterprise SSO, advanced API customization, or large-scale data migrations. Our observations are based on the April 2026 versions — features may have changed since then. If you’re managing 200+ users or need deep custom development, your priorities will differ from what we’ve covered here.
最终判决
| 类别 | 优胜者 |
|---|---|
| 💰 定价 | Creatio CRM |
| 🚀 核心 CRM 功能 | Creatio CRM |
| 📞 Calling & Phone Outreach | 关闭 CRM |
| 🎯 Marketing Automation | Creatio CRM |
| 👶 易用性和设置 | 关闭 CRM |
| 🔌 集成 | Creatio CRM |
| 📊 报告与分析 | Creatio CRM |
| 🏆 总冠军 | Creatio CRM |
🏆 优胜者：CREATIO CRM
Creatio CRM wins 5 out of 7 categories.
最适合： Cross-functional teams, growing companies, organizations needing both sales and marketing in one platform
Creatio CRM and Close CRM are two very different products built for different buyers.
Creatio is a no code platform that handles sales, marketing, and service in one place.
Close is a focused sales engagement tool built around phone calls and email outreach.
Close is excellent for high-velocity inside sales teams that depend on dialing volume. The built in calling and call coaching features are hard to match.
However, if you need broader CRM scope plus a no code platform that scales beyond sales, Creatio is the better choice. The lower entry price, marketing creatio module, and 700+ marketplace add ons give you more room to grow.
For most growing companies in 2026, Creatio CRM offers more value per dollar.
Creatio CRM 的更多比较
Here’s how Creatio CRM stacks up against other leading platforms:
Creatio CRM 与 Salesforce
Creatio 胜出的原因： Lower entry price, faster no code customization, and a 37% lower TCO claim across the contract.
Salesforce 的优势在于： Larger app marketplace, deeper enterprise integrations, and stronger brand recognition with procurement teams.
Creatio 胜出的原因： Native business process management engine, true no code 应用构建器, and broader vertical-specific industry workflows.
HubSpot 在以下方面胜出： Free tier availability, easier learning curve for marketers, and a more polished out-of-the-box experience for inbound marketing.
Creatio 胜出的原因： AI agents for 自主 account research, full marketing platform, and service management module.
周一 CRM 胜出： Visual project boards, lower starting price for tiny teams, and faster setup for general task management.
Creatio CRM 与 管道驱动
Creatio 胜出的原因： No code platform for non-sales workflows, marketing automation, and AI-powered insights for managing complex operations.
Pipedrive 获胜： Simpler interface for small sales teams, faster onboarding, and a more affordable entry plan for solo users.
相比之下，Close CRM 的优势更多
以下是Close CRM与其他竞争对手的对比：
险胜： Built-in power dialer, faster outbound calling workflows, and a more focused experience for inside sales reps.
HubSpot 在以下方面胜出： Free CRM tier, marketing hub integration, and a much wider app marketplace for non-sales tools.
险胜： Quicker setup with no implementation partner needed, simpler interface for sales reps, and lower complexity for small teams.
Salesforce 的优势在于： Deeper reporting for large enterprises, much broader customization, and integrations with corporate systems Close can’t match.
关闭 CRM 与 ActiveCampaign
险胜： Sales-first design, native calling features, and Smart Views for lead prioritization in outbound workflows.
ActiveCampaign 在以下方面胜出： Email marketing automation depth, lower per-seat cost, and stronger lead nurturing for inbound funnels.
险胜： Built-in calling and SMS, predictive dialer for high call volume, and live call coaching for sales managers.
Pipedrive 获胜： Cheaper entry pricing, more visual pipeline customization, and broader appeal for non-call-heavy sales teams.
常见问题解答
Close 与其他 CRM 系统有何不同？
Close combines CRM and sales engagement features in one product, which most traditional crms don’t do. Built in calling, SMS, and email all live in a single inbox. The platform is purpose-built for high-velocity inside sales rather than broad business use.
Creatio是做什么用的？
Creatio is a no code platform to automate workflows and crm with a maximum degree of freedom. Companies use it for sales processes, marketing campaigns, customer service, and custom business apps. The platform serves thousands of customers across 100 countries with industry workflows for 20 verticals.
每月多少收入？
Close starts at $35/seat/month for the Essentials plan in 2026. The Growth plan is $99/seat/month and Scale is $139/seat/month. Higher tiers add advanced features like the predictive dialer and call coaching.
Why choose Creatio over Close?
Choose Creatio if you need broader CRM scope across sales, marketing, and service in one platform. The lower entry price and 700+ marketplace add ons give growing companies more room to scale without buying separate tools.
那就是 最佳客户关系管理 software for sales teams?
It depends on your sales process. Creatio CRM wins for cross-functional teams that need sales, marketing, and service in one place. Close wins for small to medium-sized businesses that depend on phone calls and want a focused tool with built in calling.
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