⚡ 快速结论：
- 定价： SugarCRM starts at $59/user/month. Close CRM starts at $35/seat/month.
- 最适合： SugarCRM suits mid-size and large companies in manufacturing and distribution. Close CRM suits small businesses running high-volume 外联.
- 主要区别： SugarCRM covers sales, marketing and service on one system. Close CRM builds everything around phone calls and email.
- 我们的选择： SugarCRM for most buyers. It handles wider workflows and scales past a single sales team.
These two products both call themselves CRM software.
They are not built for the same buyer.
SugarCRM is a full CRM platform for sales, marketing and service.
Close CRM is a sales engagement tool with a CRM attached.
That single difference decides which one fits your 商业.
概述
This SugarCRM vs Close CRM comparison covers pricing, core features, and ease of use.
我们还分析了每款 CRM 最适合哪些用户。
我们的信息来源包括已发布的规格说明、供应商文档和 G2 评测。
我们的撰稿人也花时间实际操作了这两款工具。
这些笔记出现在下面的“我们的团队注意到”部分中。
SugarCRM是什么？
SugarCRM is customer relationship management software for mid-size and large companies.
It splits into three arms: Sugar Market, Sugar Sell, and Sugar Serve.
Sugar Market handles marketing automation, SEO, and 社交媒体.
Sugar Sell covers sales 自动化, reports, and product management.
Sugar Serve gives service teams smart routing and case tracking.
The company sells this as “Precision Selling” — guided selling built on CRM and ERP data.
Here is a walkthrough of the platform in action.
🏆 Winner: SugarCRM
One platform for sales, marketing and service. Built for companies with complex account management needs.
SugarCRM定价
Here is what SugarCRM costs per user per month.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 标准 | 每用户每月 59 美元 | Small businesses needing core features and basic support |
| 先进的 | 每用户每月 85 美元 | Teams needing advanced workflows and enhanced support |
| 总理 | 每用户每月 135 美元 | Enterprise level plans with service automation and online support |
Pricing verified August 2026.
免费试用： No free trial on most plans. There is no free plan and no free version either.
退款保证： None published. Contracts run annually, so ask about exit terms before you sign.
📌 笔记： The Standard plan covers basic workflows and reporting. Advanced adds deeper automation. No plan includes unlimited users, and every tier carries a ten user minimum.
⚠️ Pricing conflict flagged: Our research notes list different figures for SugarCRM pricing. They show Sugar Professional at $52 per user per month, Sugar Enterprise at $65, and Sugar Market at $1,000 per month for 10,000 contacts. The table above uses our verified SugarCRM cost data instead. Confirm your quote with the vendor, since ten users is the floor on every tier.
SugarCRM 的主要优势
Here is what makes SugarCRM worth a look:
- 360度客户视角： Every department sees the same record. Sales, marketing, and support stop working from separate copies of the truth.
- SugarPredict AI： Domain-specific AI scores conversion likelihood. It also suggests next best actions inside the seller workflow.
- 深度定制： You can customize SugarCRM with drag and drop workflows and no-code config. Custom fields, layouts, and relationships need no coding.
- 全球覆盖范围： Support for over 30 languages and multiple currencies. That matters for companies expanding across borders.
- Deployment choice: On-premises, private cloud, or public cloud. Its open source CRM heritage lets you pick where data lives.
- Lower total cost than Salesforce: Rollout costs run about 42% cheaper. Total cost of ownership drops roughly 32%.
- Strong satisfaction scores: SugarCRM outranks Salesforce on customer experience ratings. Premium customers get 24/7 response.
我们的团队注意到了什么
我们的 作家 set up a SugarCRM instance and spent several days building records and workflows. Here is what stood out from that hands-on time:
SugarCRM 的优点和缺点
✅ 优点
- Covers sales, marketing and service on a single platform
- Modular design allows heavy customization without heavy coding
- Choice of on-premises, private cloud, or public cloud hosting
- Lowers total cost of ownership by up to 32% versus Salesforce
- REST and SOAP APIs connect legacy systems and other tools
❌缺点
- Steep learning curve caused by the size of the feature set
- Ten user minimum blocks very small teams from signing up
- Customer service tools rate weaker than Zendesk or Salesforce Service Cloud
- Deeper changes to core modules still require software development work
什么是Close CRM？
Close CRM is a sales platform for small to medium-sized businesses.
It pulls email, calling, and SMS into one inbox.
Sales reps can talk to prospects without a separate phone system.
Every call, email, and note lands on a profile timeline.
That cuts manual data entry and keeps outreach history in one place.
The focus is narrow on purpose: close more deals, faster.
Watch how the inbox and dialer work together.
🥈 Runner Up: Close CRM
Built in calling, texting, and email in one inbox. Best for small teams that live on the phone.
关闭 CRM 定价
Close prices per seat rather than per user.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 基本要素 | 每席每月 35 美元 | 小的 商业 teams starting with built in calling |
| 生长 | 每席每月 99 美元 | Sales teams needing a power dialer and email sequences |
| 规模 | 每席每月 139 美元 | Higher tiers wanting call coaching and custom objects |
Pricing verified August 2026.
免费试用： Close offers a 14-day free trial. No credit card is needed to start.
退款保证： None advertised. The trial is how you test the product before paying.
📌 笔记： A CSV import tool and a free one-click migration tool move your contacts across. Support during onboarding includes migration help and training.
⚠️ Pricing conflict flagged: Our research notes show a different lineup. They group startup features into a $59 plan and professional features into a $109 plan, dropping to $49 and $99 when billed annually, with an enterprise tier at $149. The table above uses our verified figures. Check the current price page before you buy.
Close CRM 的主要优势
Here is where Close CRM earns its keep:
- 内置通话功能： Reps dial straight from the browser. G2 reviews call the call functionality best in class.
- Power and predictive dialer: Both dialer types automate the dialing process. The predictive dialer can dial multiple numbers at once.
- 智能视图： Saved filters search and rank leads by criteria you set. That keeps the hottest lead at the top.
- 快速设置： A motivated team can go live inside the 14-day window. Full team engagement usually arrives within days.
- Follow ups on autopilot: Workflows fire reminders so nobody drops a warm lead. Response rates climb without extra admin work.
- 在线辅导： Managers listen in and help sales reps mid-call. Useful for training new hires quickly.
- Help resources: A help center, API docs for any developer, and regular product updates back the platform. 安全 practices protect customer data.
我们的团队注意到了什么
Our writer ran a Close CRM trial and worked a real lead list through it. Here is what stood out:
关闭 CRM 的优缺点
✅ 优点
- Email, phone calls, and SMS live in one inbox
- Rated 4.7 out of 5 on G2 by users
- Quick onboarding with free one-click migration from other CRMs
- Lower entry price than most CRM options with calling included
❌缺点
- Reporting is weak, which makes sales performance analysis harder
- Less customizable than rival CRM platforms
- Roughly 80 integrations, and some common ones are missing
- No marketing or service modules at all
功能对比
Here is how SugarCRM and Close CRM line up across ten areas. The table gives you the short version first.
| 特征 | SugarCRM | 关闭 CRM |
|---|---|---|
| 起价 | 每用户每月 59 美元 | 每席每月 35 美元 |
| 免费试用 | ❌ | ✅ 14天 |
| 内置通话 | ❌ | ✅ |
| 营销自动化 | ✅ 糖市场 | ❌ |
| 服务自动化 | ✅ 糖 | ❌ |
| Geo Mapping | ✅ | ❌ |
| 日历集成 | ✅ | ✅ |
| 自定义对象 | ✅ | ✅ Scale plan |
| 移动应用 | ✅ | ✅ |
| 报道深度 | ✅ 强 | ⚠️ 有限 |
| 最适合 | Mid-size and large companies | 小型销售团队 |
1. Sales Automation and Guided Selling
SugarCRM： Sales automation removes repetitive tasks from the seller’s day. SugarPredict scores which leads are likely to convert. It then suggests the next best action, which is what the company means by guided selling.
关闭客户关系管理系统： Automation here is about activity, not prediction. Workflows push follow ups and reminders on a schedule you set. It keeps sales reps moving rather than telling them who to call first.
2. Lead and Inbox Management
SugarCRM： Leads sit inside a wider record structure tied to accounts and cases. You can create custom fields and layouts to match specific business needs. Setup takes longer, but the model handles complex account hierarchies.
关闭客户关系管理系统： One inbox holds email, calls, and SMS per lead. Smart Views let you search and segment by any criteria. Reps work a queue instead of hunting through tabs.
3. Marketing Automation and Landing Pages
SugarCRM： Sugar Market runs campaigns, SEO工具, and social media posting. Landing pages and forms feed straight into the same database sales uses. This is the biggest gap between the two products.
Landing pages and forms sit in the same 建筑商.
关闭客户关系管理系统： There is no marketing module. You get bulk email, email templates, and email sequences for outreach. For campaigns and landing pages you will need other tools alongside it.
4. Built In Calling and Conversations
关闭客户关系管理系统： Calling is the headline feature. A power dialer works one list at a time, while the predictive dialer can dial multiple numbers and connect the first answer. Call coaching lets a manager join live.
Lead records feed straight into that calling queue.
SugarCRM： Phone calls run through integrations rather than a native dialer. Logging a call is easy, but placing one needs a connected system. High-volume calling teams will feel that gap.
⚠️ 警告： If your team makes hundreds of calls a day, this feature alone may decide the choice. No amount of customization in SugarCRM replaces a native dialer.
5. Reporting and Sales Performance
SugarCRM： Reports cover sales performance and product performance across the funnel. Forecasting tools track revenue against quota by rep and region. Dashboards are configurable without code.
关闭客户关系管理系统： Reporting handles quick KPI snapshots and custom graphs for activity. Users have said the reporting functionality is weak for deeper analysis. That is the most common complaint in reviews.
6. 集成和其他工具
SugarCRM： Native connectors plus third-party add-ons cover most stacks. REST and SOAP APIs give any developer direct access to the data. It links new and legacy technology to merge front and back office systems.
关闭客户关系管理系统： Roughly 80 integrations cover the common picks, including Zoom meetings and calendar integration. Some connections found in other CRMs are missing. Check your must-have list before committing.
7. AI, Personalization, and Custom Links
SugarCRM： AI features include predictive lead scoring, generative AI, and sentiment analysis. Custom URLs let marketing track campaign traffic back to records. The AI is trained on CRM data patterns rather than bolted on.
关闭客户关系管理系统： Sales AI summarizes calls and drafts replies inside the inbox. It aims to save time on admin, not to score your pipeline. Simpler in scope, quicker to understand.
8. Customization and Custom Fields
SugarCRM： No-code config uses drag and drop tools for dashboards and basic workflows. Advanced workflows and new business modules do need coding. Many companies hire a partner for that stage.
关闭客户关系管理系统： You can add custom fields, custom objects, and multiple pipelines. The ceiling is lower than SugarCRM’s by design. That trade keeps the interface simple enough for full team engagement.
9. Security, Access, and Deployment
SugarCRM： You choose where data resides across on-premises, private cloud, or public cloud. That open source heritage avoids vendor lock-in. Role-based access controls suit companies with many employees.
关闭客户关系管理系统： Cloud only, with security handled by the vendor. A mobile app covers work from any mobile device, and the desktop app mirrors it. There is even an ROI calculator to model returns before you buy.
10. 定价与成本
Here are the CRM prices side by side.
| 层级 | SugarCRM | 关闭 CRM |
|---|---|---|
| 免费计划 | ❌ | ❌ |
| 入口 | 标准版——59美元/用户/月 | 基础套餐——每席位每月 35 美元 |
| 中 | 高级版——每用户每月 85 美元 | 增长——99 美元/席位/月 |
| 顶部 | 高级版——每用户每月 135 美元 | Scale——139美元/座位/月 |
| Minimum seats | Ten users | 一 |
SugarCRM： The $59 entry looks mid-range until you apply the ten user minimum. That sets a real floor of roughly $590 per month. In exchange you get marketing and service modules that Close does not sell.
关闭客户关系管理系统： Close looks like the more affordable CRM at entry, and one seat is enough to start. The jump from Essentials to Growth is steep though. Small businesses on tight budgets should map which advanced features they truly need.
不同场景
| 如果您需要…… | 选择 | 为什么 |
|---|---|---|
| Fewer than ten seats | 关闭 CRM | No user minimum |
| Marketing and service in one system | SugarCRM | Sugar Market and Sugar Serve |
| 大量电话 | 关闭 CRM | Native power dialer |
| Complex account management | SugarCRM | Deeper data model |
| 深度报道和预测 | SugarCRM | Stronger analytics |
| Live in two weeks | 关闭 CRM | Free trial and fast setup |
💰 您的预算
Close starts lower per seat and has no seat floor. SugarCRM’s ten user minimum makes it the pricier entry for a small business.
🔌 您的技术栈
SugarCRM connects to legacy ERP and back-office software through REST and SOAP APIs. Close covers popular apps but leaves gaps other CRMs fill.
📞 您的销售流程
Choose Close if your sales process runs on dialing and quick follow ups. Pick SugarCRM if long cycles and multi-department sales processes describe your business.
🎓您的经验水平
SugarCRM has a steep learning curve, and many buyers hire a partner to configure it. Close is simple enough that a sales team can manage it alone.
🆓 免费试用和演示
Close gives you 14 days to test it with real clients and live calls. SugarCRM runs demos instead, so budget time for a guided walkthrough.
🛟 支持选项
SugarCRM support ranges from online-only up to 24/7 global response on top tiers. Close leans on proactive onboarding, a help center, and migration help.
切换指南
Already on one of these? Here is what changes if you move.
🔄 Switching from SugarCRM to Close CRM?
✅ 你将获得：
- Built in calling with a power dialer and predictive dialer
- A much shorter setup, often live inside two weeks
- No ten user minimum, so tiny teams can start
❌ 你会失去什么：
- Sugar Market campaigns and Sugar Serve service features
- Deep forecasting, geo mapping, and multi-currency support
- On-premises hosting and full control over where data lives
📋 如何切换：
- Export leads, contacts, and opportunities from SugarCRM to CSV
- Start the Close 14-day free trial and create your pipelines
- Use the one-click migration tool, then rebuild your email templates
🔄 Switching from Close CRM to SugarCRM?
✅ 你将获得：
- Marketing automation and case management in the same platform
- Reporting depth that supports real revenue forecasting
- Room to grow customer relationships across many departments
❌ 你会失去什么：
- The native dialer and single-inbox calling workflow
- Live call coaching for training sales reps
- A setup a small team can manage without help
📋 如何切换：
- Export your Close data and 审计 which custom fields you still need
- Scope the SugarCRM build with the vendor team or a partner
- Import records, then rebuild workflows before you retire Close
我们的评测没有涵盖的内容
This comparison focused on sales, marketing and service for mid-market and small business buyers. We did not test on-premises SugarCRM installs, custom ERP builds, or partner-led rollouts. Enterprise contract terms and volume discounts sit outside what we could verify. If you run a call center or a regulated company, your priorities will differ from what we describe here.
最终判决
| 类别 | 优胜者 |
|---|---|
| 💰 入门价格 | 关闭 CRM |
| 🚀 核心功能 | SugarCRM |
| 📞 Calling and Outreach | 关闭 CRM |
| 📊 Reporting and Forecasting | SugarCRM |
| 👶 易用性 | 关闭 CRM |
| 🔌 集成 | SugarCRM |
| 🛠️ 定制 | SugarCRM |
| 🏆 总冠军 | SugarCRM |
🏆 WINNER: SUGARCRM
SugarCRM wins 4 of 7 categories.
最适合： Manufacturing and distribution, mid-size companies, teams needing marketing and service in one place
These are two different products wearing the same label. SugarCRM is a full CRM platform. Close CRM is a sales engagement tool that also stores records.
Close is excellent at what it targets. If your day is phone calls and follow ups, it will bring in more leads per rep than a heavier system.
But most growing companies need more than outreach. SugarCRM handles marketing, service, and forecasting on one platform, which is why it takes the win here.
SugarCRM 的更多比较
Here is how SugarCRM measures up against other CRM alternatives:
SugarCRM 胜出的原因： Roughly 42% cheaper rollout costs, up to 32% lower total cost, higher customer experience scores
Salesforce 的优势在于： Larger partner network, wider app marketplace, deeper reporting add-ons
SugarCRM 胜出的原因： Hosting choice including on-premises, industry builds for manufacturing, no-code depth for odd workflows
HubSpot 在以下方面胜出： Free version to start, gentler onboarding, stronger content marketing tooling
SugarCRM 胜出的原因： Full sales pipeline, marketing campaigns, unified record across departments
Zendesk 在以下方面胜出： Stronger ticketing, better help desk reporting, easier agent setup
SugarCRM 胜出的原因： ERP-grade integrations, multi-currency and 30+ languages, deployment flexibility
Insightly 在以下方面胜出： Lower starting cost, project management built in, faster time to first value
相比之下，Close CRM 的优势更多
以下是Close CRM与其他CRM选项的对比：
险胜： Native dialer, tighter inbox workflow, faster rollout for a small sales team
HubSpot 在以下方面胜出： Free tier, marketing hub, far more integrations
险胜： Calling and SMS built in, sales-first defaults, call coaching for reps
周一 CRM 胜出： Visual boards, wider team use beyond sales, cheaper mid tiers
Close CRM 与 Freshsales CRM 的比较
险胜： Predictive dialer quality, quicker onboarding, one-click migration from other CRMs
Freshsales 在以下方面胜出： Lower entry price, built-in chat, broader reporting for the money
关闭 CRM 与 胶囊客户关系管理
险胜： Outbound calling volume, sequences and bulk email, sales automation depth
Capsule 胜出： Cheaper seats, simpler contact management, lighter admin load
常见问题解答
SugarCRM是用来做什么的？
It manages sales, marketing and service on one platform. Companies use it to track customer relationships, run campaigns, and forecast revenue across departments.
Close 与其他 CRM 系统有何不同？
It bundles calling, SMS, and email into the record itself. Most rivals treat outreach as an add-on, so Close feels closer to a sales engagement tool.
CRM系统通常要多少钱？
Most business plans land between $25 and $150 per user per month. SugarCRM starts at $59 per user per month and Close starts at $35 per seat.
SugarCRM有哪些缺点？
The learning curve is steep and the ten user minimum shuts out tiny teams. Service tools also trail dedicated help desk products.
Close.io 是一个客户关系管理系统 (CRM) 吗？
Yes. Close.io was the original name for Close, and it works as a CRM with calling, texting, and email built into the same app.
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