⚡ 快速结论：
- 定价： 铜 客户关系管理 starts at $9/seat/month. Close CRM starts at $35/seat/month.
- 最适合： Copper for Google Workspace teams living in the Gmail 收件箱. Close for outbound sales teams that live on phone calls.
- 主要区别： Copper runs as a Chrome extension inside Gmail and Google Calendar. Close ships a built in calling stack with a power dialer.
- 我们的选择： Copper CRM, based on its higher aggregate rating and much lower entry price.
These two tools are not chasing the same buyer.
Copper CRM was built for companies that run on Google.
Close CRM was built for sales teams that run on the phone.
One lives inside your Gmail tab. The other replaces your phone system.
Here is how to pick the right sales CRM for your 商业.
概述
This Copper CRM vs Close CRM comparison covers pricing, features, and day to day functionality.
我们查阅了这两款工具的文档、定价页面和用户评价。
我们的撰稿人也亲自体验了每一项功能。
这些笔记出现在下面的“我们的团队注意到”部分中。
By the end you will know which tool fits your sales process.
Copper CRM是什么？
Copper CRM is customer relationship management software built for Google Workspace.
It launched in 2012 as a simple Gmail extension that killed manual data entry.
It grew into a full CRM for Google Workspace, formerly G Suite.
A Chrome extension puts your leads and deals right inside the Gmail inbox.
Copper 声称在全球拥有超过 30,000 名 CRM 客户，其中包括 Google 本身。
Here is a closer walkthrough of how the platform works day to day.
🏆 优胜者：Copper CRM
Manage contacts and deals without leaving Gmail. Copper syncs email, meetings, and new contacts automatically.
铜 CRM 定价
Copper CRM pricing runs across four tiers. Every plan is billed per seat.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 起动机 | 每席每月 9 美元 | 仅组织联系人 |
| 基本的 | 每席每月 23 美元 | 小型企业 teams up to 2,500 contacts |
| 专业的 | 每席每月 59 美元 | 工作流程 自动化 and 15,000 contacts |
| 商业 | 每席每月 99 美元 | Email sequence sending and website tracking |
Pricing verified August 2026.
免费试用： Yes. Copper offers a 14-day free trial for new users.
退款保证： Copper does not advertise a refund window. Use the trial to test first.
📌 笔记： The Starter plan has no pipeline functionality. It only organizes contacts. You need Basic or higher to create pipelines.
⚠️ 警告： The rates above reflect annual billing. Copper’s public site lists higher figures when paid monthly, such as $29 for Basic and $69 for Professional. Check the vendor site before you buy.
Copper CRM 的主要优势
Here is what makes Copper worth a look:
- Google Workspace 集成： Copper syncs emails, meetings, and contact data on its own. It is the only CRM built specifically for Google Workspace.
- Work from Gmail and Google Calendar: Create and update leads, opportunities, people, companies, and tasks directly from either app.
- Familiar interface: The design mirrors other Google products. Teams already using Google Docs and Google Sheets pick it up fast.
- 多条管道： Track sales opportunities and projects across custom stages. You can easily track deals and projects side by side.
- Workflow automation and lead scoring: Automate tasks that would otherwise eat your day. Lead scoring ranks which new lead deserves attention first.
- Email templates and tracking: Copper tracks opens and clicks. Email templates keep replies consistent across the whole sales team.
- 友好的API： Copper’s API is powerful and easy to work with. Any developer can build custom integrations with other tools.
You can test every one of these on the free trial.
我们的团队注意到了什么
我们的 作家 signed up for Copper and used it alongside a live Gmail account for several days. Here is what stood out:
Copper CRM 的优缺点
✅ 优点
- Deepest Google Workspace integration of any CRM software
- Chrome extension works inside Gmail and Google Calendar
- Starter plan costs $9 per seat per month
- Automatically populates records with data from Gmail
- 用户友好的 API，方便自定义集成
❌缺点
- Pricing climbs steeply at each higher tier
- Cannot be used natively by Microsoft 365 companies
- Contact management glitches reported, including disappearing contact information
- Marketing tools are clunky and powered by an external add on called Outfunnel
什么是Close CRM？
Close CRM is a sales CRM built for small to medium-sized businesses.
Its whole focus is turning leads into revenue.
Email, calling, and SMS all sit in a single inbox.
Sales reps place phone calls straight from the browser or a mobile device.
That makes it closer to a sales engagement tool than a classic CRM.
This video walks through the interface in more detail.
🥈 Runner Up: Close CRM
Call, 文本, and email prospects from one screen. Built for outbound teams chasing more deals per week.
关闭 CRM 定价
Close offers three plans. Each one is priced per seat.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 基本要素 | 每席每月 35 美元 | Startup features for a first sales hire |
| 生长 | 每席每月 99 美元 | Professional features like the power dialer |
| 规模 | 每席每月 139 美元 | Call coaching and custom objects |
Pricing verified August 2026.
免费试用： Yes. Close offers a 14-day free trial with no card required up front.
退款保证： None published. The trial is the safest way to test it.
📌 笔记： Every plan includes built in calling, texting, and email. Advanced automation and collaboration tools sit in the higher tiers.
⚠️ 警告： Close has renamed and repriced its tiers before. Older sources list Startup, Professional, and Enterprise at $49, $99, and $139 per seat annually. Confirm current plan names on the vendor site.
Close CRM 的主要优势
Here is where Close earns its keep:
- 内置通话功能： Dial from the platform with no separate phone system. A power dialer and predictive dialer let reps dial multiple numbers back to back.
- 智能视图： Filter and search leads by criteria that matter to you. Reps see which prospects to work next.
- One inbox for 外联: Email, calls, and SMS land in one place. Bulk email and email sequences run from the same screen.
- Automation and reminders: Workflows send follow ups without manual effort. Automated reminders keep tasks from slipping.
- 电话辅导： Managers listen live and talk reps through a call. Activity lands on profile timelines for review.
- 快速设置： A CSV import tool and a free one-click migration tool move your data across from other CRM options.
- 支持与 安全: A help center, API docs, and regular product updates back the platform. Close treats data security as a core commitment.
The trial gives you access to all of it for two weeks.
我们的团队注意到了什么
Our writer ran Close on a desktop for a week of outbound calling. 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 to drive full team engagement quickly
- Free one-click migration and proactive onboarding help
- Rated 4.7 out of 5 on G2 by users
❌缺点
- Reporting is weak compared to rival platforms
- Entry pricing is steep for smaller teams
- Less customizable than most other CRMs
- Integrates with 80 tools but misses some key ones
功能对比
Both tools call themselves CRM software, but they solve different jobs. We compared ten areas that matter most when you pick between them.
| 特征 | Copper CRM | 关闭 CRM |
|---|---|---|
| 起价 | 每席每月 9 美元 | 每席每月 35 美元 |
| 免费计划 | ❌ | ❌ |
| Google Workspace 集成 | ✅ | ❌ |
| 内置通话 | ❌ | ✅ |
| 强力拨号器 | ❌ | ✅ |
| 多条管道 | ✅ | ✅ |
| 工作流自动化 | ✅ | ✅ |
| 项目管理 | ✅ | ❌ |
| 自定义对象 | ❌ | ✅ |
| 最适合 | Google Workspace 小型企业 | 外呼销售团队 |
1. 联系人管理
Copper CRM： New contacts appear on their own from your Gmail history. You never retype an email address or a job title. The Basic plan holds up to 2,500 contacts and the Professional plan imports up to 15,000.
关闭客户关系管理系统： Leads sit at the center instead of individual people. Smart Views filter them by any criteria so reps prioritise the right prospects. Custom fields and custom objects let you shape records around your own sales processes.
⚠️ 警告： Some Copper users report contact management glitches, including contact information that disappears. Keep an exported backup of your customer relationships.
2. Google Workspace 集成
Copper CRM： This is the reason the product exists. Copper’s integration syncs email, meetings, and files across Gmail and Google Calendar, and reaches into Google Drive, Google Docs, and Google Sheets. You create leads, companies, and tasks directly from the Gmail sidebar.
关闭客户关系管理系统： Google Workspace integration exists but is standard, not native. Close connects to more than 80 other tools, including Zoom meetings and Slack. A few key integrations that rivals ship are still missing.
3. 销售渠道
Copper CRM： You can create pipelines for anything, not just deals. Multiple pipelines run in parallel so one board tracks sales and another tracks client onboarding. The visual layout shows where each opportunity is stuck by date.
关闭客户关系管理系统： The pipeline view is built to expose bottlenecks fast. It is tuned for one job, which is moving a new lead toward a signed deal. Teams wanting broader project management will find it narrow.
4. Calling and Communication
Copper CRM： There is no dialer. The mobile app logs calls and texts automatically, but you place them from your phone. Email templates handle most outreach instead.
关闭客户关系管理系统： Calling is the headline feature. Reps dial multiple numbers in sequence using the power dialer, or let the predictive dialer queue them. Managers use call coaching to whisper guidance mid-call.
💡 专业提示： If phone calls drive most of your revenue, this single category may decide the whole comparison for you.
5. 工作流自动化
Copper CRM： Workflow automation removes repetitive admin and manual data entry. It can automate tasks like stage changes and assignment rules. This sits on the Professional plan and above.
关闭客户关系管理系统： Workflows fire automated follow ups and reminders to lift response rates. The automation is aimed squarely at outreach cadence rather than back office admin. Advanced features here start on the middle tier.
6. Email Tools and Sequences
Copper CRM： Automated emails send from your own Gmail account, which keeps them personal. Multi-step email sequence sending is locked to the Business tier. Because they go out as transactional mail, bulk emails have no unsubscribe link.
关闭客户关系管理系统： Email sequences, bulk email, and templates come standard in the shared inbox. Replies drop into the same timeline as calls and texts. Nothing needs a separate marketing app to work.
7. 报告和分析
Copper CRM： Custom reporting lets you build your own sales reports from Copper data. Website tracking and lead scoring feed extra signal into those reports. Reporting depth improves noticeably on the Professional and Business plans.
关闭客户关系管理系统： Reporting covers quick KPI dashboards for coaching and activity review. Users describe it as the weakest part of the product. If you need custom graphs and deep slicing, look elsewhere.
8. Data Import and Migration
Copper CRM： Import runs from a spreadsheet or straight from Google Contacts. Records then fill themselves from Gmail activity. There is no white-glove migration service on lower tiers.
关闭客户关系管理系统： A CSV importer plus a free one-click migration tool moves you off another CRM quickly. Support is proactive during onboarding and includes training. Motivated teams get live inside the trial window.
9. Projects and AI Assistance
Copper CRM： Pipelines double as project boards, so client delivery lives beside the sales pipeline. That makes Copper useful after the deal closes. It is a real advantage for agencies juggling clients and projects.
关闭客户关系管理系统： Sales AI summarises calls and drafts follow-up notes for reps. Those advanced capabilities are aimed at speed rather than post-sale work. Delivery and project tracking still need a separate tool.
10. 定价与成本
Here are both price lists side by side.
| 层级 | Copper CRM | 关闭 CRM |
|---|---|---|
| 入口 | Starter — $9/seat/month | 基础套餐——每席位每月 35 美元 |
| 中 | Basic — $23/seat/month | 增长——99 美元/席位/月 |
| 上 | Professional — $59/seat/month | Scale——139美元/座位/月 |
| 顶部 | Business — $99/seat/month | — |
| 免费试用 | 14天 | 14天 |
Copper CRM： The $9 Starter plan is the cheapest door into either product, though limited features mean contacts only with no pipelines. Real work begins at Basic. Copper CRM pricing is still considered expensive next to some other CRM tools with matching functionality.
关闭客户关系管理系统： Entry pricing sits nearly four times higher, but the phone system is included. If you would otherwise pay separately for a dialer, the gap narrows fast. For a small business without heavy call volume, it is hard to justify.
💡 Cost Check: Five seats on Copper Basic cost $115 per month. Five seats on Close Essentials cost $175 per month.
不同场景
| 如果您需要…… | 选择 | 为什么 |
|---|---|---|
| 预算紧张 | Copper CRM | $26 cheaper per seat at entry |
| Heavy outbound calling | 关闭 CRM | Dialer included, no phone bill |
| Google Workspace shop | Copper CRM | Native Gmail and Calendar sync |
| Deep custom reporting | Copper CRM | Close reporting is thin |
| Microsoft 365 shop | 关闭 CRM | Copper cannot run natively |
| Client project tracking | Copper CRM | Pipelines double as project boards |
💰 您的预算
Copper starts at $9 per seat and Close starts at $35. Across a five person sales team that gap compounds every month.
🔌 您的技术栈
If your company already lives in Google, Copper is the obvious fit. If you run Microsoft 365 or need Zoom meetings logged automatically, choose Close instead.
📞 您的销售流程
Relationship-led selling with long email threads suits Copper. High-velocity outbound that needs more leads dialled per hour suits Close.
🎓您的经验水平
Both tools are beginner friendly. Copper feels familiar to anyone who can manage a Gmail inbox, while Close wins on speed to full team engagement.
🆓 免费试用和演示
Each vendor gives you 14 days of free access. Run the same ten deals through both before you commit a budget.
🛟 支持选项
Close includes free migration help and hands-on onboarding. Copper leans on documentation, an API reference, and third-party add ons for gaps.
切换指南
Already on one of these? Here is what changes if you move.
🔄 Switching from Copper CRM to Close CRM?
✅ 你将获得：
- A dialer inside the CRM, so reps stop switching apps
- Call coaching and live listening for managers
- Custom objects and deeper record customisation
❌ 你会失去什么：
- Native sync with Gmail, Google Calendar, and Google Drive
- Pipelines used for client project management
- The $9 entry price point
📋 如何切换：
- Export contacts, companies, and opportunities from Copper as CSV
- Start the Close trial and run the one-click migration tool
- Map custom fields, then rebuild your Smart Views
🔄 Switching from Close CRM to Copper CRM?
✅ 你将获得：
- CRM records that live inside the Gmail sidebar
- Custom reporting, website tracking, and lead scoring
- A far lower per-seat bill for the same headcount
❌ 你会失去什么：
- Built in calling, SMS, and the power dialer
- Smart Views for filtering prospects
- Free migration support and guided onboarding
📋 如何切换：
- Export leads and activity history from Close
- Install the Copper Chrome extension on your Google account
- Import the file, then let Gmail backfill contact records
我们的评测没有涵盖的内容
This comparison focused on small businesses and lean sales teams. We did not test either platform at 50 seats or above, and we did not evaluate custom API builds, single sign-on, or industry compliance needs such as HIPAA. Our notes reflect the August 2026 versions of both products. If you manage a large field sales organisation, your priorities will differ from what we covered here.
最终判决
| 类别 | 优胜者 |
|---|---|
| 💰 定价 | Copper CRM |
| 📇 联系人管理 | 关闭 CRM |
| 🔗 集成 | Copper CRM |
| 📞 Calling & Outreach | 关闭 CRM |
| ⚙️ 工作流程自动化 | 领带 |
| 📊 报道 | Copper CRM |
| 📁 项目管理 | Copper CRM |
| 🏆 总冠军 | Copper CRM |
🏆 优胜者：COPPER CRM
Copper CRM wins 4 of 7 categories.
最适合： Google Workspace businesses, agencies tracking clients and projects, and small teams watching cost per seat.
Copper CRM and Close CRM are aimed at different buyers. Copper is a relationship tool that hides inside software your team already uses every day.
Close is a sales engine. It replaces your phone system and pushes reps to work more leads per hour.
Close is the stronger pick for high-volume inside sales. But for most small businesses buying their first CRM, Copper delivers more usable functionality per dollar.
铜CRM对比
Here is how Copper measures up against other CRM tools buyers shortlist:
铜的胜出之处在于： Gmail-native records, a friendlier API for any developer, transparent per-seat pricing with no hidden customisation costs
HubSpot 在以下方面胜出： A genuine free tier, far stronger marketing tools, Microsoft 365 support
铜的胜出之处在于： Automatic Gmail data capture, tighter Google Calendar sync, lower entry price per seat
周一 CRM 胜出： Board customisation, cross-department project management, dashboard variety
铜的胜出之处在于： Deeper Google Workspace integration, richer workflow automation, built-in lead scoring
Capsule CRM 的优势在于： Cheaper mid-tier plans, a free plan for tiny teams, simpler setup
铜的胜出之处在于： Speed of onboarding for Google users, Chrome extension workflow, cleaner interface
Insightly 在以下方面胜出： Stronger project delivery modules, platform-agnostic email support, more reporting depth at mid tier
This video runs through more of the alternatives worth a look.
Still, for Google-first companies Copper stays the simplest starting point.
相比之下，Close CRM 的优势更多
And here is where Close lands against its own rivals:
险胜： Calling built into the core product, faster rep adoption, no upsell path to reach basic automation
HubSpot 在以下方面胜出： Reporting breadth, marketing and service modules, a free entry tier
Close CRM 与 Freshsales CRM 的比较
险胜： Predictive dialling at scale, unified call and email timeline, one-click migration
Freshsales 在以下方面胜出： Much lower starting price, built-in chat channels, broader integration catalogue
关闭 CRM 与 基普
险胜： Outbound call volume, cleaner rep-facing interface, quicker time to first campaign
Keap 获胜理由： Marketing automation depth, invoicing and payments, landing page building
关闭 CRM 与 Salesforce
险胜： Setup measured in days not months, no admin headcount required, predictable per-seat cost
Salesforce 的优势在于： Customisation ceiling, enterprise reporting, partner and app marketplace size
The clip below covers a few more options in this space.
None of them match Close on raw calling volume.
常见问题解答
Copper CRM是做什么用的？
It manages contacts, deals, and projects for teams on Google Workspace. Records update automatically from Gmail, which removes most repetitive data entry.
Copper CRM 的旧名称是什么？
It was called ProsperWorks. The company launched in 2012 as a Gmail extension and rebranded to Copper as the product grew.
Copper CRM 是否支持 Outlook？
Not natively. The platform is built around Google, so Microsoft 365 companies cannot use it the way Gmail users do.
Close 与其他 CRM 系统有何不同？
It bundles calling, texting, and email into the CRM itself. Most rivals expect you to bolt on a separate dialer.
Close每月费用是多少？
Plans run $35, $99, and $139 per seat each month. A 14-day trial lets you test before paying anything.
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