⚡ 快速结论：
- 定价： Creatio starts at $25/user/month. Close 客户关系管理 起价为每席每月 35 美元。
- 最适合： Creatio suits workflow 自动化, marketing and service. Close suits outbound sales teams.
- 主要区别： Creatio is a no code platform with a BPM engine. Close is a sales 客户关系管理 with built in calling.
- 我们的选择： 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.
概述
This Creatio CRM vs Close CRM covers pricing, features, ease of use and support.
Our writers spent hands-on time with both CRM applications.
这些笔记出现在下面的“我们的团队注意到”部分中。
Everything else comes from published specs, documentation and G2 reviews.
最后，你就会知道哪种工具最适合你。 商业 环境。
Creatio CRM是什么？
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.
🏆 优胜者：Creatio CRM
Build applications without writing code. Automate sales, marketing and service in one platform.
Creatio CRM 定价
Creatio uses three seat-based tiers. Here is what each one costs.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 生长 | 每用户每月 25 美元 | 小型团队从无代码工具开始。 |
| 企业 | 每用户每月 55 美元 | Companies needing deeper customization |
| 无限 | 每用户每月 85 美元 | Full access to advanced features |
价格已于2026年7月核实。
免费试用： Yes. Creatio offers a trial of the platform so you can test workflows before you buy.
退款保证： Refunds follow the signed subscription terms. Ask sales before you commit.
📌 笔记： Creatio claims a 37% lower total cost of ownership. The company credits its flexible pricing and no-code architecture for that figure.
⚠️ 警告： Marketplace add ons and industry packages are priced separately. Confirm the full quote before you sign.
Creatio CRM 的主要优势
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.
- 业务流程管理： A native BPM engine handles workflow automation of real complexity. This is the defining part of the product.
- 行业工作流程： Creatio offers ready workflows for 20 verticals. That cuts setup time for regulated sectors.
- 市场插件： Over 700 connectors, templates and ready-to-go packages are available. You can extend the site without custom code.
- 人工智能代理： Agents handle account research, lead conversion and ticket resolution on their own. Analytics and customizable dashboards support decisions.
- 企业信任： Long lasting relationships include AMD, Bayer, Kraft Heinz, Visteon, Société Générale Group and BNP Paribas Group.
- 分析师认可： 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.
我们的团队注意到了什么
我们的 作家 set up a Creatio trial account and built a small workflow from scratch. Here is what stood out during that time:
Creatio CRM 的优缺点
✅ 优点
- 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
❌缺点
- 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
什么是Close CRM？
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 收件箱.
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 外联 tools instead of traditional CRM software.
The walkthrough below shows the single inbox and dialer in action.
关闭 CRM
Call, email and 文本 prospects from one screen. Built for high-velocity outbound sales.
关闭 CRM 定价
Close CRM sells three seats-based plans. Here is the current structure.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 基本要素 | 每席每月 35 美元 | Startup features for a 小型企业 |
| 生长 | 每席每月 99 美元 | Professional features and email sequences |
| 规模 | 每席每月 139 美元 | Call coaching and custom objects |
价格已于2026年7月核实。
免费试用： Yes. Close offers a 14-day free trial with no card required to start.
退款保证： None advertised. The free trial is the way to test before you pay.
📌 笔记： 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.
Close CRM 的主要优势
Here is where Close earns its place:
- 内置通话： 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.
- 智能视图： Saved filters sort contacts by criteria you choose. That helps a sales team prioritize the right prospects.
- 自动跟进： Workflows send reminders and email sequences without manual data entry. Response rates climb with less effort.
- 快速入职： A CSV import tool and a free one-click migration tool move data from other tools. Support is proactive during onboarding.
- 在线指导： Managers can join calls and assist sales reps in real time. Activity lands on profile timelines automatically.
- 安全 以及支持： 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.
我们的团队注意到了什么
Our writer ran a Close CRM trial and worked a short call list through the dialer. Here is what stood out:
关闭 CRM 的优缺点
✅ 优点
- 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
❌缺点
- 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
功能对比
Below we compare ten areas that decide most CRM purchases. The table gives you the short version first.
| 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 App Builder | ✅ | ❌ |
| 业务流程管理 | ✅ | ❌ |
| 内置通话 | ❌ | ✅ |
| 强力拨号器 | ❌ | ✅ |
| 营销活动 | ✅ | 有限的 |
| 服务管理 | ✅ | ❌ |
| 集成 | 700多个连接器 | 80+ tools |
| 最适合 | Workflow automation across a company | 外呼销售团队 |
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.
关闭客户关系管理系统： 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.
关闭客户关系管理系统： 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.
⚠️ 警告： A no code platform still needs an owner. Someone on the creatio team has to maintain the processes you build.
3. 人工智能功能
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.
关闭客户关系管理系统： 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.
关闭客户关系管理系统： 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.
关闭客户关系管理系统： 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.
关闭客户关系管理系统： 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.
关闭客户关系管理系统： 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.
关闭客户关系管理系统： 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.
关闭客户关系管理系统： 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. 定价与成本
Here is the cost of both platforms side by side.
| 层级 | Creatio CRM | 关闭 CRM |
|---|---|---|
| 入口 | 增长——每用户每月 25 美元 | 基础套餐——每席位每月 35 美元 |
| 中 | 企业版——55美元/用户/月 | 增长——99 美元/席位/月 |
| 顶部 | 无限流量——每用户每月 85 美元 | Scale——139美元/座位/月 |
| 免费试用 | 是的 | 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.
关闭客户关系管理系统： 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.
不同场景
| 如果您需要…… | 选择 | 为什么 |
|---|---|---|
| 最低入门成本 | Creatio CRM | $10 less per seat monthly |
| Heavy outbound calling | 关闭 CRM | Dialers and local presence |
| Cross-department workflows | Creatio CRM | 原生 BPM 引擎 |
| Setup in under a week | 关闭 CRM | One-click migration tool |
| Marketing and service too | Creatio CRM | Three products, one platform |
💰 您的预算
Creatio undercuts Close at every tier. Factor in marketplace add ons before you decide the cheaper option is truly cheaper.
🔌 您的技术栈
Creatio connects to more than 700 systems and lets you create custom links. Close covers the common stack but has real gaps.
📞 您的销售流程
High-volume inside sales teams that live on phone calls should choose Close. Longer, multi-stage deals suit Creatio better.
🎓您的经验水平
Close is simpler and reaches full team engagement quickly. Creatio rewards the ability to think in processes before you build.
🆓 免费试用和演示
Both vendors let you test before paying. Load real customer data into each one and compare the efficiency of daily tasks.
🛟 支持选项
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.
切换指南
Already running one of these? Here is what changes when you move.
🔄 Switching from Creatio CRM to Close CRM?
✅ 你将获得：
- Built in calling, SMS and a predictive dialer
- A far shorter onboarding curve for sales reps
- One inbox for every conversation with a lead
❌ 你会失去什么：
- The no code platform for building applications
- Marketing campaigns and service management
- 20个垂直行业的行业工作流程
📋 如何切换：
- 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?
✅ 你将获得：
- Workflow automation across every department
- Stronger reporting, dashboards and AI insights
- Marketing, sales and service under one login
❌ 你会失去什么：
- The dialer and browser-based phone calls
- Call coaching for live rep training
- The speed of a setup measured in days
📋 如何切换：
- 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
我们的评测没有涵盖的内容
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.
最终判决
| 类别 | 优胜者 |
|---|---|
| 💰 定价 | Creatio CRM |
| 🧩 定制 | Creatio CRM |
| ⚙️ 工作流程自动化 | Creatio CRM |
| 📞 Calling and Outreach | 关闭 CRM |
| 👶 易用性 | 关闭 CRM |
| 📊 报道 | Creatio CRM |
| 🔌 集成 | Creatio CRM |
| 🏆 总冠军 | Creatio CRM |
🏆 优胜者：CREATIO CRM
Creatio CRM wins 5 of 7 categories.
最适合： 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.
Creatio CRM 的更多比较
Here is how Creatio measures up against other CRM options.
Creatio 胜出的原因： lower seat pricing, no-code changes without an admin, faster rollout of new processes
Salesforce 获胜方式： partner network size, third-party app volume, hiring pool for certified staff
Creatio 胜出的原因： process automation depth, industry-specific templates, cost at higher seat counts
HubSpot 在以下方面胜出： free starting tier, content marketing tools, gentler first-week learning curve
Creatio 胜出的原因： true BPM engine, service management module, enterprise governance controls
周一 CRM 胜出： visual board simplicity, quicker team adoption, lighter admin overhead
This video walks through more Creatio 的替代方案.
相比之下，Close CRM 的优势更多
Here is how Close stacks up against other tools sales teams consider.
险胜： native dialer, SMS in the same thread, call coaching for managers
Pipedrive 获胜： cheaper entry seat, marketplace breadth, more forgiving reporting builder
险胜： outbound calling, rep-focused pipeline views, quicker sales onboarding
ActiveCampaign 获胜方式： lifecycle email automation, landing page tools, segmentation depth
Close CRM 与 Freshsales CRM 的比较
险胜： dialer reliability, single-inbox design, migration support at signup
Freshsales CRM 的优势在于： free plan availability, built-in chat channels, lower cost per seat
The clip below covers further Close alternatives worth a look.
常见问题解答
Creatio 中的 CRM 是什么？
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是做什么用的？
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.
什么是封闭式客户关系管理（CRM）？
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.
每月多少收入？
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 与其他 CRM 系统有何不同？
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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