⚡ 快速结论：
- 定价： 胶囊 客户关系管理 starts at $18/user/month. Close CRM starts at $35/seat/month.
- 最适合： Capsule CRM suits small businesses that need contact management and a simple sales pipeline. Close CRM suits outbound sales teams that live on phone calls.
- 主要区别： Close CRM has built in calling and a power dialer. Capsule CRM has project boards and a free version.
- 我们的选择： Capsule CRM for most 小型企业 buyers, based on its lower price and free plan.
Capsule CRM and Close CRM both promise to clean up your messy sales process.
They were built for very different teams.
Capsule CRM centers on contact management and a tidy sales pipeline.
Close CRM centers on calls, email sequences, and outbound 外联.
The price gap between them is wide too.
Here is how to pick the right CRM system for your 商业.
概述
This Capsule CRM vs Close CRM comparison covers pricing, key features, and ease of use.
We also look at which CRM solution fits which kind of team.
我们的 作家 spent hands-on time inside Close CRM directly.
Notes on Capsule CRM come from its documentation, pricing pages, and G2 reviews.
By the end you will know which CRM software to buy.
什么是 Capsule CRM？
Capsule CRM is a cloud-based customer relationship management platform for small to medium businesses.
It stores customer 数据, notes, emails, and social profiles in one place.
The free version covers up to 250 contacts and two users.
Paid tiers add project boards, task tracking, and workflow automations.
The company calls this approach “powerful simplicity” rather than heavy configuration.
Most teams use Capsule to keep sales and marketing records tidy.
🏆 优胜者：Capsule CRM
A simple CRM system for small businesses. Start free with 250 contacts. Upgrade when your sales pipeline grows.
胶囊式客户关系管理定价
Here is what Capsule CRM costs in 2026.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 自由的 | $0 | Two users and 250 contacts |
| 起动机 | 每用户每月 18 美元 | Small teams that need custom fields |
| 生长 | 每用户每月 36 美元 | Teams running multiple sales pipelines |
Pricing verified August 2026.
免费试用： Yes. Paid plans include a 14-day trial with no card required.
退款保证： None published. You cancel monthly instead.
📌 笔记： Capsule bills per user. Pay annually and you save up to 15% on any paid plan. Non profits can ask the sales team about extra discounts.
⚠️ Pricing conflict: Our research notes list higher figures for Capsule (Starter at $21 and Growth at $38, plus Advanced and Ultimate paid tiers). The table above uses our verified pricing data. Check the live pricing page before you buy.
Capsule CRM 的主要优势
Here is what makes Capsule worth a look:
- 联系人管理： Contact records hold emails, notes, and files. A quick search pulls up every past conversation.
- 免费方案： The free plan covers 250 contacts and two users. It leaves out reporting features.
- 项目看板： Project boards handle post-sale delivery work linked to won deals. That makes project management part of the same tool.
- 集成： Native links to Xero, QuickBooks, Mailchimp, and help desk apps. Over 1,000 other integrations arrive through Zapier.
- 电子邮件营销： 这 转发器 integration runs email marketing and marketing campaigns from your Capsule account.
- 工作流程自动化： Tracks turn repeatable business processes into templated task lists for onboarding or account management.
- Google Workspace： Add contacts from Gmail and manage tasks inside your 收件箱. Microsoft 365 works the same way.
我们的团队注意到了什么
We have not logged extended hands-on time inside Capsule yet.
Note: The observations above come from Capsule’s published documentation, pricing pages, and G2 reviews. G2 reviews highlight the clean interface and the sales pipeline view. The mobile app is praised in those same reviews, though several reviewers want more polish.
Capsule CRM 的优点和缺点
✅ 优点
- Clean, user friendly interface that needs almost no training
- Free version for up to 250 contacts and two users
- Budget friendly paid plan at $18 per user per month
- Project boards and Tracks handle post-sale work
- Over 60 native integrations plus 1,000 apps through Zapier
❌缺点
- Lacks advanced features found in larger CRM providers
- Email tracking asks you to BCC a special address
- One-way sync only with Google Workspace and Microsoft 365
- The free version leaves out reporting tools
什么是Close CRM？
Close CRM is a sales platform built for small to medium sales teams.
It folds email, calling, and SMS into a single inbox.
Sales reps can talk to prospects without a separate phone system.
Smart Views sort leads so the hottest ones surface first.
这 沥青 is simple: help small teams close more deals faster.
Close offers a 14-day free trial plus free one-click migration.
The focus is outbound speed rather than long-term account management.
下面我们来详细了解一下这个平台是如何运作的。
🥈 Runner Up: Close CRM
Built for teams that dial all day. Calls, texts, and email sequences sit in one inbox. Try it free for 14 days.
关闭 CRM 定价
Close CRM charges per seat instead of per user.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 基本要素 | 每席每月 35 美元 | Solo founders testing outbound |
| 生长 | 每席每月 99 美元 | Sales teams that need a power dialer |
| 规模 | 每席每月 139 美元 | Managers who want call coaching |
Pricing verified August 2026.
免费试用： Yes. A 14-day free trial covers the full product.
退款保证： None published. Annual billing lowers the monthly rate.
📌 笔记： Calling minutes are billed as add ons on top of your seat price. Budget for that if your sales team dials heavily.
⚠️ Pricing conflict: Our research notes list a different Close structure (Startup at $59, Professional at $109, and Enterprise at $149 monthly, cheaper when billed annually). The table above uses our verified pricing data. Confirm on the Close pricing page first.
Close CRM 的主要优势
Here is where Close earns its seat price:
- 内置通话： Dial from your desktop browser. The power dialer works through a list, and the predictive dialer can dial multiple numbers at once.
- 智能视图： Saved filters push more leads to the top of the queue by stage or activity.
- 工作流程自动化： Automated follow ups and reminders lift reply rates and cut manual data entry.
- 报道： Custom graphs and quick KPI reports track calls, emails, and closed deals.
- 电话辅导： Managers listen live and coach reps mid-call on higher tiers.
- Fast Migration: A CSV importer and a free one-click migration tool move data from other CRMs.
- 安全: Close treats data security as a core promise and ships frequent product updates.
我们的团队注意到了什么
Our writer signed up for Close CRM and ran real outreach through the platform for several days. Here is what stood out from that hands-on time:
关闭 CRM 的优缺点
✅ 优点
- Built in calling, texting, and email in one inbox
- Power dialer and predictive dialer for high-volume calls
- Setup is quick enough to finish inside the free trial
- 主动式入职流程，提供免费迁移帮助和培训
- Rated 4.7/5 on G2 by reviewers
❌缺点
- Reporting functionality is weaker than rival CRM options
- Entry pricing is steep for a 小型企业
- Less customizable than bigger platforms
- 80+ integrations, but a few common ones are missing
功能对比
Ready for a closer look at Capsule CRM vs Close CRM? We compare eleven areas, from core features to pricing, so you can match each tool to your own sales processes.
| 特征 | 胶囊客户关系管理 | 关闭 CRM |
|---|---|---|
| 起价 | 每用户每月 18 美元 | 每席每月 35 美元 |
| 免费计划 | ✅ | ❌ |
| 联系管理 | ✅ | ✅ |
| 内置通话 | ❌ | ✅ |
| 强力拨号器 | ❌ | ✅ |
| 电子邮件序列 | ✅ | ✅ |
| 项目管理 | ✅ | ❌ |
| 自定义字段 | ✅ | ✅ |
| 高级报告 | ✅ | ❌ |
| 移动设备应用 | ✅ | ✅ |
| 最适合 | Small business relationships | 外呼销售团队 |
1. 联系人管理
胶囊型客户关系管理： Every contact record gathers emails, notes, files, and social profiles in one dashboard. Search finds any past conversation in seconds. This is where Capsule does its best work.
关闭客户关系管理系统： Contacts sit inside a lead-first structure built for outreach. Lead management is strong, but long-term relationship history gets less room than it does in Capsule.
2. Sales Pipeline and Opportunities
胶囊型客户关系管理： You can create multiple sales pipelines that mirror different sales processes. Sales opportunities move across stages with drag and drop, and the pipeline view shows where the sales cycle stalls.
关闭客户关系管理系统： The visual pipeline highlights bottlenecks fast, and multiple pipelines are supported. Everything funnels back into one inbox so reps keep working instead of switching tabs.
3. Task Tracking and Project Boards
胶囊型客户关系管理： Project boards manage delivery work that is linked to won deals. Tracks turn repeatable business processes into templated task lists, which helps with keeping track of onboarding steps.
关闭客户关系管理系统： Workflow automations assign tasks and fire reminders after each touch. There is no project management layer, so post-sale delivery lives in other tools.
💡 专业提示： If you deliver projects after the sale, Capsule saves you a second subscription.
4. Email Marketing and Sequences
胶囊型客户关系管理： The Transpond integration brings marketing 自动化 and bulk email into the same account. You can send marketing campaigns to segments built from your customer data.
关闭客户关系管理系统： Email sequences, email templates, and AI drafting focus on one-to-one outreach. It is built for lead generation replies, not newsletters.
5. Built In Calling and Dialers
胶囊型客户关系管理： There is no native phone system. Phone calls get logged manually or through a connected app, which adds steps for teams that dial all day.
关闭客户关系管理系统： This is the headline feature. Reps dial from the browser, the power dialer works a queue, and the predictive dialer can dial multiple numbers at once. Call coaching lets a manager join live.
6. 报告和分析
胶囊型客户关系管理： Sales dashboards generate reports on conversion rates, pipeline health, and forecasting. Reporting features start on paid plans, since the free plan skips them entirely.
关闭客户关系管理系统： Quick KPI reports and custom graphs cover call and email activity well. Reviewers call the deeper reporting weak compared with other CRMs.
7. 集成
胶囊型客户关系管理： Over 60 native connections cover Xero, QuickBooks, Mailchimp, and help desk apps, with 1,000 more via Zapier. Premium integrations sit on higher tiers, and the Google Workspace link is one-way only.
关闭客户关系管理系统： Around 80 connections cover Zoom meetings, Slack, and payment apps, plus a developer API for custom work. A few common connections are missing.
⚠️ 警告： Capsule syncs one way with Google Workspace and Microsoft 365. Edits made in Capsule do not push back, so full integration is not what you get.
8. 易用性和入门指南
胶囊型客户关系管理： The minimalist layout gets teams working without a dedicated administrator. G2 reviews describe it as a great tool for non-technical staff.
关闭客户关系管理系统： Onboarding is quick, and reviewers credit the simple layout for full team engagement. A motivated team can go live inside the trial window.
9. Custom Fields and Custom Objects
胶囊型客户关系管理： Custom fields let you tag contacts by industry, renewal date, or anything your account manager tracks. Other team members see the same structure 即刻.
关闭客户关系管理系统： Custom objects and custom fields shape records around your funnel. Reviewers still find it less flexible than the biggest platforms.
10. Mobile App and Desktop Access
胶囊型客户关系管理： iOS 和 安卓 app handles contacts and tasks from any mobile device. G2 reviews praise it while asking for more depth.
关闭客户关系管理系统： Mobile apps mirror the desktop inbox, so reps can talk to clients between meetings. Dialer features feel best on desktop.
11. 定价与成本
Here are the plans side by side.
| 层级 | 胶囊客户关系管理 | 关闭 CRM |
|---|---|---|
| 自由的 | $0（250 个联系人，2 个用户） | ❌ |
| 入口 | Starter: $18/user/month | 基本套餐：35 美元/座位/月 |
| 中 | Growth: $36/user/month | 增长：99 美元/席位/月 |
| 顶部 | ❌ | 价格：139美元/座位/月 |
胶囊型客户关系管理： A five-person team on Starter pays $90 a month. That covers all the features most small businesses touch daily. Pay annually and the bill drops further.
关闭客户关系管理系统： The same five seats on Essentials cost $175 a month. You are paying for the phone system, so the math works only if calls drive your revenue.
不同场景
| 如果您需要…… | 选择 | 为什么 |
|---|---|---|
| 预算紧张 | 胶囊客户关系管理 | 入场费的一半 |
| 大量电话 | 关闭 CRM | Built in calling and dialers |
| 项目管理 | 胶囊客户关系管理 | Project boards included |
| 在线辅导 | 关闭 CRM | Managers join calls |
| 免费版 | 胶囊客户关系管理 | 250 contacts at $0 |
| Deeper reporting | 胶囊客户关系管理 | Stronger sales dashboards |
💰 您的预算
Capsule starts at $18 per user per month against $35 per seat for Close. Both get cheaper when billed annually.
🔌 您的技术栈
Capsule leans on 会计 and email marketing apps for small companies. Close leans on Zoom meetings, Slack, and a developer API.
📞 您的销售流程
Relationship selling with slow follow ups favors Capsule. A dial-heavy sales process with daily quotas favors Close.
🎓您的经验水平
Neither tool needs an admin, so team engagement comes easily. Capsule is the gentler first CRM for a brand new business.
🆓 免费试用和演示
Close gives you 14 days to test the dialer with real prospects. Capsule lets you sit on the free plan indefinitely.
🛟 支持选项
Capsule support runs mainly through email, and reviewers ask for live chat. Close is described as proactive during onboarding.
切换指南
Already on one of these? Here is what changes if you move.
🔄 Switching from Capsule CRM to Close CRM?
✅ 你将获得：
- A phone system inside the CRM, with power and predictive dialers
- Email, SMS, and calls in one shared inbox
- Call coaching and live rep support for managers
❌ 你会失去什么：
- The free version and the $18 entry price
- Project boards for post-sale delivery
- Deeper sales dashboards and forecasting
📋 如何切换：
- Export contacts and opportunities from Capsule as CSV files
- Start the 14-day Close trial and request the free migration
- Rebuild your pipeline stages, then import and assign leads
🔄 Switching from Close CRM to Capsule CRM?
✅ 你将获得：
- A much lower bill per seat, plus a free tier to fall back on
- Project boards and Tracks for delivery work
- Transpond email marketing tied to the same records
❌ 你会失去什么：
- Built in calling, texting, and both dialers
- Smart Views and the single outreach inbox
- Live call coaching for your reps
📋 如何切换：
- Export leads, activity, and notes from Close
- Open a Capsule account and map your custom fields
- Import the file, then connect a separate calling app
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 bulk data imports at 50,000 records, nor did we measure call quality across regions. Enterprise contracts, custom security reviews, and partner add ons sit outside our scope. If you run a 100-seat floor, your priorities will differ from what we cover here.
最终判决
| 类别 | 优胜者 |
|---|---|
| 💰 定价 | 胶囊客户关系管理 |
| 👥 联系人管理 | 胶囊客户关系管理 |
| 📞 Calling and Outreach | 关闭 CRM |
| 📊 举报功能 | 胶囊客户关系管理 |
| 🗂️ 项目管理 | 胶囊客户关系管理 |
| ⚡ 销售自动化 | 关闭 CRM |
| 👶 易用性 | 领带 |
| 🏆 总冠军 | 胶囊客户关系管理 |
🏆 优胜者：CAPSULE CRM
Capsule CRM wins 4 of 7 categories.
最适合： small business owners, agencies keeping track of clients, and teams that want a free version first
Capsule CRM and Close CRM are not really competing for the same buyer. Capsule is a relationship database with a sales pipeline attached. Close is an outbound engine with a CRM attached.
Choose Close if your revenue comes from dialing. The built in calling, dialers, and coaching tools are worth the extra spend for teams that make sixty calls a day.
For most small businesses, Capsule CRM does more for less. It handles contact management, project boards, and reporting at half the entry price, and you can start free.
相比之下，Capsule CRM 的优势更多
Here is how Capsule stacks up against other CRM providers:
Capsule 胜出： flatter per-user pricing, faster setup, project boards for delivery work
HubSpot 在以下方面胜出： deeper marketing automation, a larger app marketplace, richer sales and marketing reporting
Capsule CRM 与 管道驱动
Capsule 胜出： a genuinely free tier, contact history depth, built-in project management
Pipedrive 获胜： pipeline-first design, more sales automation triggers, a stronger activity dashboard
Capsule 胜出： a simpler interface, quicker onboarding, less admin work per user
Zoho 胜出的原因： broader customization, a huge suite of connected apps, lower cost at scale
Capsule CRM 与 Freshsales 的对比
Capsule 胜出： cleaner contact records, project boards, calmer navigation for new users
Freshsales 在以下方面胜出： a native phone system, AI lead scoring, tighter help desk ties through Freshworks
相比之下，Close CRM 的优势更多
Close competes with a different group of tools:
险胜： call quality and dialer depth, a cleaner rep interface, faster onboarding
GoHighLevel 获胜方式： agency white-labelling, funnel building, bundled SMS marketing
关闭 CRM 与 基普
险胜： outbound calling, Smart Views for lead prioritization, quicker rep adoption
Keap 获胜理由： invoicing and payments, appointment booking, long nurture campaigns
关闭 CRM 与 ActiveCampaign
险胜： phone-led selling, live coaching, activity reporting for reps
ActiveCampaign 在以下方面胜出： email deliverability, branching automations, segmentation for large lists
关闭 CRM 与 Salesforce
险胜： setup speed, cost for a small sales team, no admin required
Salesforce 的优势在于： custom objects at scale, forecasting depth, partner network breadth
常见问题解答
Capsule CRM是用来做什么的？
It stores contacts, tracks sales opportunities, and manages tasks for small businesses. Teams use it to log customer interactions and run projects after a deal closes.
Capsule CRM 的价格是多少？
The free version costs nothing for 250 contacts. Starter runs $18 per user per month and Growth runs $36, with a discount when billed annually.
Close.com是做什么的？
Close.com sells a sales CRM with calling, texting, and email built in. It suits inside sales teams that work leads by phone every day.
Close 与其他 CRM 系统有何不同？
Most CRM software stores records. Close adds a dialer, SMS, and sequences, so it behaves more like a sales engagement tool than a database.
什么是 最佳CRM软件?
No perfect CRM exists for every team. Capsule fits relationship-led small businesses, while Close fits high-volume callers who need speed over customer data depth.
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