⚡ 快速结论：
- 定价： HoneyBook starts at $29/month. Close CRM starts at $35/seat/month.
- 最适合： HoneyBook suits service businesses that send proposals, contracts, and invoices. Close CRM suits sales teams that live on phone calls.
- 主要区别： HoneyBook handles client projects and online payments. Close CRM handles pipeline, dialers, and outreach.
- 我们的选择： HoneyBook, at a 3.2 rating, fits more 小型企业 than Close CRM at 3.0.
HoneyBook and Close CRM both call themselves a CRM.
They are not competing for the same user.
HoneyBook manages client projects, proposals, contracts, and payments.
Close CRM manages leads, calls, and a sales pipeline.
One helps you deliver the work. The other helps you sell it.
概述
This HoneyBook vs Close CRM comparison covers pricing, core features, and ease of use.
我们还会分析每种工具最适合哪些类型的企业。
我们的信息来源包括已发布的规格说明、文档和 G2 评测。
我们的撰稿人也亲自体验了这两个平台。
这些笔记出现在下面的“我们的团队注意到”部分中。
HoneyBook是什么？
HoneyBook is a client management platform for independent service businesses.
It helps small businesses book more clients, manage projects, and get paid.
You can organize each project by name, date, type, stage, and status.
Clients review proposals, sign contracts, and pay invoices inside one interactive file.
The goal is to cut the “admin sprawl” of five separate tools.
Here is a closer look at how the platform works day to day.
🏆 Winner: HoneyBook
Send branded proposals and collect online payments in one place. Built for freelancers who bill by the project.
HoneyBook定价
Here is what HoneyBook charges in 2026.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 起动机 | 每月 29 美元 | Solo freelancers with a few clients |
| 基本要素 | 每月 49 美元 | Growing businesses running many projects |
| 优质的 | 每月109美元 | Established teams that need priority help |
Pricing verified August 2026.
免费试用： Yes. Free trials cover the full feature set, so you can test the site before you pay.
退款保证： Refund terms appear at checkout. Cancel before the renewal date to avoid the next charge.
📌 笔记： Your clients can pay by credit card, ACH transfer, Apple Pay, and Google Pay. Payment processing fees apply on top of your plan.
⚠️ Pricing conflict flagged: Our research notes list an entry plan near $36/month and an Unlimited Annual plan at $390 per year, saving $78 versus monthly billing. A promo code has also been reported for 50% off year one, or about $195. The table above uses our verified figures instead.
HoneyBook 的主要优势
Here is what makes HoneyBook worth a look:
- One interactive file: Clients read proposals, sign contracts, and pay invoices without leaving the page. No chasing files over email.
- Branded client portal: Each client portal shows your brand, packages, and brochures. You customize the look in a few clicks.
- 人工智能写作助手： The writing tool summarizes project history or drafts a reply. It saves you from typing the same emails twice.
- 查询表格： Integrated inquiry forms turn new inquiries into projects automatically. Questionnaires then collect details as work moves forward.
- 在线支付： Secure online payments are fast and direct. Money lands without a separate invoicing app.
- Works where you work: A mobile app covers iOS and Android. Google Calendar sync keeps your calendar accurate.
我们的团队注意到了什么
我们的 作家 signed up for HoneyBook and ran two real client projects through it. Here is what stood out:
HoneyBook 的优点和缺点
✅ 优点
- Contracts, invoices, and payments live in one file
- Client portal and email templates match your brand
- AI and automations cut repetitive busywork
- Mobile app on iOS and Android for any mobile device
❌缺点
- No built in calling, so phone work needs another app
- Pipeline 报道 is thin for outbound sales teams
- Payment processing fees add cost on every invoice
什么是Close CRM？
Close CRM is a customer relationship management tool built for selling.
It targets small to medium businesses that turn leads into revenue.
Email, calling, and SMS sit inside one shared inbox.
Sales reps can talk to prospects without a separate phone system.
Smart Views filter your lead list so the best contacts surface first.
The walkthrough below shows the inbox and dialer in action.
🥈 Runner Up: Close CRM
Dial, email, and 文本 from one screen. Built for high-volume inside sales teams that live on the phone.
关闭 CRM 定价
Close CRM charges per seat, so cost grows with your sales team.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 基本要素 | 每席每月 35 美元 | New teams testing a simple sales process |
| 生长 | 每席每月 99 美元 | Teams that need workflows and email sequences |
| 规模 | 每席每月 139 美元 | Larger teams needing call coaching and custom objects |
Pricing verified August 2026.
免费试用： Yes. Close offers a 14-day free trial, and a motivated team can go live inside it.
退款保证： None advertised. You cancel from the billing page before your next renewal date.
📌 笔记： Startup features like built in calling and texting sit in the entry tier. Professional features sit in higher tiers, where advanced features such as 自动化, call coaching, and custom objects live.
⚠️ Pricing conflict flagged: Our research notes list three plans named Startup, Professional, and Enterprise at $59, $109, and $149 monthly, dropping to $49, $99, and $139 on annual billing. The table above uses our verified plan names and figures instead.
Close CRM 的主要优势
Here is where Close CRM earns its place:
- One inbox for everything: Email, phone calls, and SMS share a single screen. Reps engage leads and customers without hopping between tools.
- Dialers that save hours: The power dialer and predictive dialer let reps dial multiple numbers automatically. Manual 数据 entry drops sharply.
- 在线辅导： Managers listen in and help reps during live calls. That shortens ramp time for new sales reps.
- 快速设置： A CSV import tool and free one-click migration move contacts from other CRMs. Onboarding support is free.
- Activity timelines: Every touch lands on a profile timeline. You can track outreach without asking your team for updates.
- Simple enough to stick: G2 reviews highlight quick onboarding and full team engagement. 安全 and data handling get equal attention.
我们的团队注意到了什么
Our writer set up a Close CRM trial account and worked a small lead list for several days. Here is what stood out:
关闭 CRM 的优缺点
✅ 优点
- Best-in-class calling straight from the browser
- Smart Views prioritize the leads worth working
- Free migration help and proactive onboarding
- Rated 4.7/5 on G2 by reviewers
❌缺点
- Reporting is weak next to bigger CRM options
- Less customizable than rival platforms
- Entry pricing runs mid-tier for small businesses
功能对比
Both tools call themselves a CRM, but they solve different jobs. Here are the 13 areas that decide the winner for your 商业.
| 特征 | HoneyBook | 关闭 CRM |
|---|---|---|
| 起价 | 每月 29 美元 | 每席每月 35 美元 |
| 免费计划 | ❌ | ❌ |
| 内置通话 | ❌ | ✅ |
| Contracts and Proposals | ✅ | ❌ |
| Invoices and Online Payments | ✅ | ❌ |
| Email Sequences and Bulk Email | ❌ | ✅ |
| 客户门户 | ✅ | ❌ |
| Custom Objects and Custom Fields | ❌ | ✅ |
| 移动应用 | ✅ | ✅ |
| 最适合 | Client projects | 外呼销售 |
1. Lead and Inquiry Capture
HoneyBook： Integrated inquiry forms sit on your site and create a new project automatically. Every inquiry arrives with the client details already attached.
关闭客户关系管理系统： Smart Views rank leads by criteria you set, so reps work the hottest lead first. A visual pipeline exposes bottlenecks in the sales process.
2. Client Communication and Email Templates
HoneyBook： Email templates plug into workflows so you never retype the same emails. Templates also cover brochures, packages, and questionnaires you send during a project.
关闭客户关系管理系统： One inbox holds email, SMS, and call history for each contact. Bulk email and email sequences let one rep respond at scale.
3. Calling, SMS, and Outreach
HoneyBook： There is no dialer here. You communicate through messages, files, and the client portal instead of phone calls.
关闭客户关系管理系统： Reps dial from the browser with no separate phone system. Zoom meetings, SMS, and calls all log to the same timeline.
⚠️ 警告： Calling quality depends on your internet connection. Test the desktop and browser experience during the trial before you commit a whole team.
4. Contracts and Proposals
HoneyBook： Online contracts are ready to sign in the browser. Clients read the proposal, sign, and pay without printing anything.
关闭客户关系管理系统： Proposals are not part of the product. Teams usually bolt on other tools for quotes and signatures.
5. Online Invoices
HoneyBook： You create and send professional invoices in minutes. Payment reminders chase the client so you do not have to.
关闭客户关系管理系统： Invoicing is not built in. Most companies push closed deals to 会计 software through an integration.
6. Payment Options and Fees
HoneyBook： Clients pay by credit card, ACH transfer, Apple Pay, or Google Pay. Processing fees apply per transaction on top of your plan.
关闭客户关系管理系统： Close does not process customer payments at all. Your seat price is the only cost inside the platform.
7. 日程安排和日历
HoneyBook： Clients book time from your calendar and pick a date that works. Google Calendar sync keeps both sides accurate.
关闭客户关系管理系统： Scheduling links and calendar sync exist for booking sales calls. The focus is meetings with prospects, not client delivery.
8. Workflow Automation and Follow Ups
HoneyBook： Automations move a project from inquiry to invoice on their own. That removes hours of manual data entry each week.
关闭客户关系管理系统： Workflows fire tasks and follow ups automatically. Automated reminders lift reply rates without extra effort from your sales team.
9. AI Assistance
HoneyBook： The AI Writing Assistant summarizes a project history or drafts a personalized reply. It is aimed at client writing, not sales copy.
关闭客户关系管理系统： Sales AI drafts outreach and surfaces the next best action. It reads your call and email data to suggest moves.
10. Reporting, Custom Graphs, and Custom Objects
HoneyBook： Reports cover booked revenue, payments, and project stages. There are no custom objects or custom fields for complex pipelines.
关闭客户关系管理系统： You get KPI reports, custom graphs, multiple pipelines, and custom objects on higher tiers. Reviewers still call the reporting weak next to bigger platforms.
Advanced CRM settings control how far you can customize records and permissions.
11. Marketing and Client Retention
HoneyBook： Marketing tools send campaigns to past clients and warm inquiries. Referral-style nudges help you turn one project into repeat work.
关闭客户关系管理系统： Marketing sits outside the product. Users build customer relationships through direct outreach rather than campaigns.
12. Integrations and Apps
HoneyBook： 它可以连接到谷歌日历、QuickBooks， Zapier, and other tools you already use. The mobile app covers iOS and Android.
关闭客户关系管理系统： Close integrates with more than 80 apps and ships developer API documentation. A few key integrations found in other CRMs are still missing.
13. Pricing & Cost
Here is the cost side by side. Remember that Close CRM bills per seat.
| 层级 | HoneyBook | 关闭 CRM |
|---|---|---|
| 免费计划 | ❌ | ❌ |
| 入口 | 入门级：每月 29 美元 | 基本套餐：35 美元/座位/月 |
| 中 | 基本款：每月 49 美元 | 增长：99 美元/席位/月 |
| 顶部 | 高级版：每月 109 美元 | 价格：139美元/座位/月 |
| 免费试用 | ✅ | ✅ 14天 |
HoneyBook： One flat monthly price covers the whole 商业, not each user. Processing fees are the only extra cost you should plan for.
关闭客户关系管理系统： Seat pricing scales fast once you add reps. A five-person team on Growth costs far more than HoneyBook Premium.
不同场景
| 如果您需要…… | 选择 | 为什么 |
|---|---|---|
| 合同和发票 | HoneyBook | Signing and payment in one file |
| 大量电话 | 关闭 CRM | 强力和预测拨号器 |
| A branded client portal | HoneyBook | Clients access everything in one place |
| Pipeline reporting | 关闭 CRM | Custom graphs and multiple pipelines |
| One flat price | HoneyBook | No per-seat billing |
| 适合初学者的设置 | HoneyBook | 学习曲线更短 |
💰 您的预算
HoneyBook charges one price for the whole business. Close CRM charges per seat, and neither offers free tools beyond the trial.
🔌 您的技术栈
Close CRM connects to over 80 apps and offers developer documentation. HoneyBook leans on Google Calendar, 会计 tools, and Zapier.
📞 您的销售流程
Choose Close CRM if you dial all day and want more deals per rep. Pick HoneyBook if inbound inquiries drive most sales processes.
🎓您的经验水平
Both tools are simple enough for a first-time user. Close CRM asks you to think in stages, owners, and search filters.
🆓 免费试用和演示
Both platforms are free to try before you buy. Hit start free trial, load ten real records, and judge the fit.
🛟 支持选项
Close CRM publishes a help center, API docs, and regular product updates. Migration help during onboarding is free.
切换指南
Already on one of these? Here is what changes when you move.
🔄 Switching from HoneyBook to Close CRM?
✅ 你将获得：
- 内置通话功能，带强力拨号器
- Bulk email and email sequences for outreach
- Multiple pipelines and custom fields
❌ 你会失去什么：
- Contracts, proposals, and online invoices
- The branded client portal
- Built-in payment collection
📋 如何切换：
- Export your contacts and project data as a CSV file
- Create a Close CRM trial and run the one-click migration
- Keep a billing tool for invoices HoneyBook used to handle
🔄 Switching from Close CRM to HoneyBook?
✅ 你将获得：
- Proposals, contracts, and invoices in one file
- Online payments by card, ACH, Apple Pay, and Google Pay
- Flat pricing that does not grow with headcount
❌ 你会失去什么：
- The dialer and call coaching tools
- Smart Views and multiple pipelines
- Custom objects and deeper KPI reporting
📋 如何切换：
- Export leads and contacts from Close CRM
- Start a HoneyBook trial and import the file
- Rebuild your top three templates as project workflows
我们的评测没有涵盖的内容
This comparison focused on solo operators, freelancers, and small sales teams. We did not test large multi-region rollouts, custom API builds, or enterprise contracts. Payment processing rates change by region and card type, so check current figures for your country. Our notes reflect the August 2026 versions of both platforms.
最终判决
| 类别 | 优胜者 |
|---|---|
| 💰 定价 | HoneyBook |
| 📄 Contracts and Invoices | HoneyBook |
| 📞 Calling and Outreach | 关闭 CRM |
| 📊 报道 | 关闭 CRM |
| 👶 易用性 | HoneyBook |
| 🔌 集成 | 关闭 CRM |
| 🎨 Client Experience | HoneyBook |
| 🏆 总冠军 | HoneyBook |
🏆 WINNER: HONEYBOOK
HoneyBook wins 4 of 7 categories.
最适合： freelancers, service businesses, and any team that bills by the project
HoneyBook and Close CRM are two very different products. HoneyBook runs the client side of your business, from first inquiry to final payment.
Close CRM runs the sales side, with dialers, sequences, and pipeline tracking that help reps book more leads.
Close CRM is the stronger tool if calls drive your revenue. Its 4.7/5 G2 score reflects how much phone-heavy teams like it.
For most small businesses that quote, sign, and invoice, HoneyBook covers more of the job for less money.
HoneyBook 的更多比较
Here is how HoneyBook lands against the other tools freelancers shortlist:
HoneyBook 与 基普
HoneyBook 在以下方面胜出： lower entry price, faster setup, cleaner client-facing files
Keap 获胜理由： deeper marketing 自动化, built-in landing pages, sales pipeline depth
HoneyBook 在以下方面胜出： contract signing, invoicing, predictable flat pricing
HubSpot 在以下方面胜出： free starting tier, reporting depth, marketing and service modules
HoneyBook 与 点击上
HoneyBook 在以下方面胜出： client-ready proposals, payment collection, scheduling built in
ClickUp 在以下方面胜出： task and docs depth, free plan, internal team collaboration
HoneyBook 在以下方面胜出： done-for-you client workflows, e-signatures, no per-seat cost
周一 CRM 胜出： board customization, dashboards, cross-department use
相比之下，Close CRM 的优势更多
Here is how Close CRM stacks up against rival sales platforms:
成交 CRM 的关键在于： native dialer quality, faster rep onboarding, calling included in every plan
HubSpot 在以下方面胜出： reporting dashboards, free entry tier, marketing tie-ins
关闭 CRM 与 Salesforce
成交 CRM 的关键在于： setup speed, lower admin overhead, calling and SMS out of the box
Salesforce 的优势在于： customization ceiling, enterprise governance, partner network size
Close CRM 与 Freshsales CRM 的比较
成交 CRM 的关键在于： outbound calling workflow, Smart Views, migration support
Freshsales 在以下方面胜出： cheaper seats, free tier, wider support-desk integration
关闭 CRM 与 即刻
成交 CRM 的关键在于： full pipeline management, phone outreach, team reporting
立即赢得： inbox rotation at volume, deliverability tooling, cheaper 冷邮件 scale
常见问题解答
HoneyBook是用来做什么的？
It manages client work for service businesses. You send proposals, sign contracts, book projects, and collect payments from one dashboard instead of four separate apps.
HoneyBook 是一款 CRM 系统吗？
Yes, though it is a client-focused CRM rather than a sales one. It tracks inquiries and projects instead of quotas, forecasts, and outbound call activity.
Close每月费用是多少？
Plans run $35, $99, and $139 per seat each month. Costs rise with every rep you add, so calculate the full team before subscribing.
Close 与其他 CRM 系统有何不同？
It blends CRM records with sales engagement in one screen. Calling, texting, and email sequences ship inside the product rather than as paid add-ons.
你可以吗 使用 HoneyBook 免费？
Only during the trial. There is no permanent free plan, so paid access starts at $29 per month once your trial period ends.
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