Close CRM 2026 年评测：适合您的轻松 CRM 工具？

Close CRM值得购买吗？

★★★★★ 3/5

快速结论： Close CRM is a solid pick for sales teams that live on phone calls. The built in calling and power dialer are best-in-class. But weak reporting and high pricing hold it back. If your sales reps make 20+ calls a day, Close is worth it. If not, there are cheaper CRM options.

✅ 最适合：

Sales teams that make lots of phone calls and need built in calling with a power dialer

❌ 跳过以下情况：

You need strong reporting, deep customization, or a budget-friendly CRM for your small business

📊 G2 评级	4.7/5	🎯 最适合	内部销售团队
💰价格	每席每月 35 美元	✅ 顶级功能	Built in calling + power dialer
🎁 免费试用	14天，无需信用卡	⚠️ 限制	薄弱的报告工具

How I Tested Close CRM

Tired of juggling five different tools just to manage your sales process?

You’ve got one app for calls. Another for emails. A spreadsheet for tracking leads. It’s a mess.

Enter Close CRM.

This tool promises to put everything in one place. Calls, emails, texts, and your pipeline. All on one screen.

I spent 60 days testing it with real clients. Here’s what I found.

关闭 CRM

Stop switching between apps to manage your sales team. Close CRM puts calling, email sequences, and pipeline tracking in one tool. Built for sales reps who close more deals by talking to prospects. Try it free for 14 days — no credit card needed.

立即尝试关闭 CRM →

关闭 CRM 教程 →

关闭 CRM 替代方案 →

什么是Close CRM？

关闭 CRM 是一款专为销售团队打造的客户关系管理工具。

Think of it like a command center for your outreach.

It combines email, phone calls, SMS, and your pipeline into one app.

Most other CRMs focus on data. Close focuses on conversations.

You can dial multiple numbers right from your desktop. No extra phone system needed.

Close 通常被比作销售互动工具，而不是传统的客户关系管理系统。

That’s because it combines CRM and sales engagement features. Most other CRMs don’t do that.

It captures all your sales activity and displays it on profile timelines. You always know where each lead stands.

Close integrates key sales functions like email, calling, and SMS into a single inbox. That means less tab-switching for your team.

Close CRM是谁创建的？

斯特利·埃夫蒂 started Close CRM in 2013.

He was frustrated with CRMs that focused on data entry instead of selling.

So he built a tool that helps sales reps talk to prospects. Not fill out forms.

He co-founded the company with Anthony Nemitz and Thomas Steinacher.

Close is a Y Combinator alumni company.

Today, Close has:

• Over 120 team members working remotely worldwide
• More than $50 million in annual revenue
• Thousands of customers using it daily

The company is bootstrapped and profitable. They’re based in the United States.

Close offers robust customer support and resources. This includes a help center, API documentation, and product updates.

Close CRM 的主要优势

这就是你实际得到的东西 use Close CRM:

• Make More Calls, Close More Deals: Close allows users to make calls directly from the platform. No extra phone system. No manual data entry. Your sales reps can dial multiple numbers without leaving their desktop. This means more leads get contacted every day.
• 所有信息尽在一处： Stop switching between apps. Close puts emails, calls, SMS, and your pipeline on one screen. It integrates key sales functions into a single inbox. Your sales team can manage contacts, track deals, and follow up — all from one tool.
• 自动化枯燥乏味的任务： Close automates key sales tasks. It reduces the manual workload. Set up email sequences, automated follow ups, and reminders. Close features workflows and automated follow-up reminders to increase response rates without manual effort.
• Get Your Team Up and Running Fast: Close is praised for its simplicity and ease of use. It ensures full team engagement and quick onboarding. Users report a motivated team can set up within a 14-day free trial. No weeks of training needed.
• Coach Your Sales Reps in Real Time: Close provides live coaching features. Managers can listen, whisper, or barge into calls. This helps with call coaching and training new team members. Your sales team gets better with every call.
• See Your Pipeline Clearly: Close offers a visual pipeline view. You can spot bottlenecks in the sales process fast. Use Smart Views that filter leads based on specific criteria for improved lead prioritization. It helps you focus on the deals that matter most.
• 内置 安全: Close emphasizes security. Your data and your customers’ data stay protected. This matters for businesses handling sensitive client information.

最佳成交 CRM 功能

Here are the standout features that make Close CRM worth your attention.

1. 收件箱管理

Close puts all your conversations in one inbox.

Emails, calls, and SMS all show up in one place.

You don’t need to search through different apps to find a message.

Close includes built-in communication tools. These let you talk directly to leads and customers through multiple channels.

Every interaction gets logged on the contact’s timeline. No manual data entry needed.

This saves your user hours every week.

2. 销售线索管理

Close makes it easy to manage your leads and prospects from start to finish.

You can create multiple pipelines to track deals at every stage.

Smart Views let you filter leads by custom fields. You see the hottest leads first.

You can also create custom objects and custom fields to fit your sales process.

The search function helps you find any lead or contact in seconds.

Close is designed to help startups and small businesses close more deals faster.

3. 工作流程自动化

This is where Close saves you the most time.

You can automate follow ups, lead assignments, and task creation.

Set up email sequences that send automatically when a lead hits a certain stage.

Close’s Professional and Enterprise plans include advanced automation features and collaboration tools.

工作流程 建筑商 is simple. No developer needed.

Automated reminders make sure no lead falls through the cracks.

4. 对话

This is what makes Close different from other CRMs.

Close CRM has best-in-class call functionality. You can dial directly from your browser.

The power dialer lets your sales reps blast through call lists fast.

The predictive dialer takes it even further. It dials multiple numbers at once.

Close offers both predictive and power dialer options. These automate the dialing process for your salespeople.

You can also send bulk email and SMS from the same screen.

Close is particularly effective for high-volume inside sales teams that rely heavily on calls.

5. 报告与分析

Close provides reporting tools for quick KPI reports and training.

You can track your team’s performance with custom graphs.

See how many calls each rep makes. Track email open rates. Check pipeline value.

But here’s the honest truth. Users have expressed that Close CRM’s reporting functionality is considered weak.

It can be hard to analyze sales performance in detail.

Close lacks advanced reporting compared to other CRM platforms like Salesforce or HubSpot.

6. 常用集成

Close integrates with over 100 other tools.

Connect it to Zoom meetings, Slack, Zapier, and more.

You can sync your calendar. Connect your email. Link to your favorite marketing tools.

但 Close 缺少其他 CRM 系统的一些关键集成功能。

If you rely on specific niche tools, check the integration list first.

The API lets a developer build custom connections for your companies if needed.

7. 销售人工智能

Close recently added AI-powered features to help your team sell smarter.

The AI can write follow-up emails after each call. It summarizes conversations so reps get context fast.

It enriches lead data automatically from public sources.

These advanced features save time on tasks like note-taking and research.

Close’s 人工智能工具 focus on keeping teams focused on selling. Not admin work.

8. 高级客户关系管理

Close’s Enterprise plan offers enhanced customization options.

You get custom objects, custom activities, and role-based permissions.

This gives larger sales teams the control they need.

Call coaching features let managers assist reps during live calls.

You can also set up lead visibility rules for better data management.

These professional features are built for companies that need more structure.

9. 投资回报率计算器

Close includes an ROI calculator to show you the value before you buy.

Enter your team size and current close rate.

It shows you how much more revenue Close could generate for your business.

This is a smart feature for businesses deciding between different CRM options.

It helps you track potential savings before you commit.

关闭 CRM 定价

Close’s pricing structure includes three main plans. Let’s break down what each one costs.

免费试用： 是的——14天，无需信用卡。

退款保证： 所有套餐均提供 30 天退款保证。

📌 笔记： These prices are for annual billing. Monthly billing costs more. Close’s Startup plan costs $59 per user per month billed monthly, or $49 billed annually. Close’s Professional plan costs $109 monthly or $99 annually. Close’s Enterprise plan costs $149 monthly or $139 annually.

Close also has a Solo plan at $9/month for single users. But it’s very limited. Even the basic plans include startup features like lead import, email sync, and built in calling.

Close’s plans include features such as built-in calling, texting, and email solutions.

Close’s pricing requires careful consideration. Especially for smaller teams with limited budgets.

Close CRM 物有所值吗？

与其他 CRM 系统相比，Close 的入门级定价属于中档水平。

Some users find it expensive. Especially when you add phone credits and extras.

But here’s my take: if your team lives on phone calls, the built in calling alone saves you money on a separate phone system.

如果你这样做，就能省钱： Your team makes 20+ calls daily. The power dialer and built in calling replace other tools you’re paying for.

如果出现以下情况，您可能会支付过高的费用： You only need basic contact management. A $15/month CRM would work fine.

关闭 CRM 的优缺点

✅ 我喜欢的地方

❌ 还有什么比这更好呢？

Close CRM 适合您吗？

✅ 如果您符合以下条件，那么 Close CRM 就是您的理想之选：

• You run an inside sales team that makes lots of phone calls daily
• 你需要内置通话功能，并配备强力拨号器或预测拨号器。
• You want email sequences, SMS, and calling in one tool
• You’re a startup or small business that needs a CRM focused on closing deals
• You want to reduce manual data entry and automate follow ups

❌ 如果符合以下条件，请跳过“关闭 CRM”步骤：

• You need deep reporting and analytics for your sales process
• You’re on a tight budget — other CRM options cost less
• You need heavy customization or complex workflow automations on lower-tier plans
• You prefer a CRM with a huge app marketplace and hundreds of native integrations

我的建议：

Close CRM is designed primarily for small to medium-sized sales teams focusing on high-velocity outbound sales.

If your sales reps spend most of their day on the phone, Close is the best tool for the job.

If you need a general-purpose CRM for managing customer relationships beyond sales, look at HubSpot or Salesforce instead.

关闭 CRM 与其他方案对比

How does Close CRM stack up? Here’s the competitive landscape:

快速精选：

• 综合最佳： HubSpot — it does marketing, sales, and support in one platform
• 最佳预算选择： Freshsales CRM — free plan available with solid sales features
• 最适合初学者： Monday CRM——可视化且易于学习
• Best for calling-heavy teams: Close CRM — unmatched power dialer and built in calling

🎯 关闭 CRM 替代方案

正在寻找 Close CRM 的替代方案？以下是一些最佳选择：

• 🏢 GoHighLevel： Best for agencies that need CRM, funnels, and marketing automation in one app
• 🧠 Keap： Smart automation for small business owners who want to nurture leads on autopilot
• ⚡ ActiveCampaign： Top pick for email sequences and marketing automation paired with a CRM
• 🌟 HubSpot： Industry leader with free CRM and massive feature set for growing companies
• 🔧 ClickFunnels： Great for businesses focused on funnel building and lead capture
• 👶 民间： Simple, lightweight CRM for teams that want clean contact management
• 🚀 即刻： Best for cold email outreach at scale with unlimited sender accounts
• 🎨 ClickUp： Combines project management with basic CRM for multi-purpose teams
• 👶 星期一客户关系管理： Visual and beginner-friendly with drag-and-drop pipeline management
• 💰 胶囊型客户关系管理： Budget-friendly option with clean interface and solid contact management
• 🔧 洞察： Good for businesses that need CRM plus project management together
• 💰 Freshsales CRM： Free plan with AI-powered lead scoring and built-in phone
• 🏢 Salesforce： Enterprise-grade CRM with unmatched customization for large teams
• 🔒 Zendesk： Best when you need CRM paired with strong customer support and ticketing

⚔️ 关闭 CRM 对比

以下是Close CRM与各竞争对手的对比情况：

• 关闭 CRM 与 GoHighLevel: Close wins on calling. GoHighLevel wins on marketing and funnel tools.
• Close CRM vs Keap: Keap has stronger automation. Close has better built in calling features.
• Close CRM vs ActiveCampaign: ActiveCampaign wins on email automation. Close wins on phone-based outreach.
• Close CRM vs HubSpot: HubSpot offers more features overall. Close is better for calling-focused sales teams.
• Close CRM vs ClickFunnels: ClickFunnels is for funnels. Close is for managing sales conversations.
• Close CRM vs Folk: Folk is simpler and cheaper. Close has much stronger calling and outreach tools.
• Close CRM vs Instantly: Instantly wins on cold email volume. Close wins on calls and pipeline management.
• Close CRM vs ClickUp: ClickUp is a project tool with basic CRM. Close is a dedicated sales CRM.
• Close CRM vs Monday CRM: Monday is more visual. Close is better for phone-heavy sales processes.
• Close CRM vs Capsule CRM: Capsule is cheaper and simpler. Close has superior calling and automation.
• Close CRM vs Insightly: Insightly adds project management. Close focuses purely on sales outreach.
• Close CRM vs Freshsales CRM: Freshsales has a free plan. Close has better calling tools.
• Close CRM vs Salesforce: Salesforce is more customizable. Close is faster to set up and easier to use.
• Close CRM vs Zendesk: Zendesk is better for support. Close is better for outbound sales.

我使用Close CRM的经验

Here’s what actually happened when I used Close CRM:

项目： I used Close to manage outreach for 3 client campaigns. The goal was to book sales calls with cold prospects.

时间线： 每天使用60天。

结果：

令我感到惊讶的是： The power dialer changed everything. My team went from 25 calls a day to 65+. Not gonna lie, I didn’t expect that big of a jump.

令我感到沮丧的是： The reporting felt basic. I wanted custom graphs showing conversion rates by source. Close couldn’t do that without a workaround.

我还会再次使用它吗？ Yes — for a calling-heavy sales team. Close is the best tool I’ve tested for phone-based outreach. But I’d pair it with better reporting software for data analysis.

Close is often recommended for businesses that prioritize efficient sales processes and direct customer outreach.

Close CRM has received a rating of 4.7/5 on G2 based on user reviews. That matches what I saw — great for calls, lacking on reports.

最后想说的话

获取 Close CRM 的条件是： You run a sales team that makes 20+ calls a day and needs built in calling with email sequences.

如果符合以下条件，则跳过关闭 CRM： You need a cheap, all-purpose CRM with strong reporting and deep customization on every plan.

我的结论： After 60 days, I believe Close is the best CRM for phone-heavy sales teams. The calling features alone make it worth it. But the weak reporting and higher tiers pricing keep it from being a 4 or 5 out of 5 for everyone.

Close CRM is a tool built for selling. Not for data management. If you want to talk to more prospects and close more deals, this is your tool.

Close’s features are designed to make your sales outreach easier. It’s suitable for teams that focus on lead conversion.

评分：3/5

常见问题解答

什么是Close CRM？

Close CRM is a customer relationship management platform designed for sales teams. It combines email, calling, SMS, and pipeline management in one app. Unlike most CRMs that focus on data storage, Close focuses on helping you have more conversations with your leads and customers. It’s built to reduce manual data entry and help sales reps focus on closing deals.

Close CRM每月费用是多少？

Close CRM pricing starts at $35/seat/month for the Essentials plan with annual billing. The Growth plan is $99/seat/month. The Scale plan is $139/seat/month. There’s also a Solo plan at $9/month for single users. Monthly billing costs about 25-35% more. Close offers a 14-day free trial so you can test it first.

Close CRM 比 HubSpot 更好吗？

It depends on your needs. Close CRM is better for sales teams that rely on phone calls. The built in calling and power dialer are superior. HubSpot is better if you need marketing tools, content management, and a broader feature set. For pure sales outreach and calling, choose Close. For an all-in-one business platform, choose HubSpot.

Close CRM有移动应用吗？

Yes. Close has a mobile app for both iOS and Android. You can manage your CRM, make and receive calls, send texts, and review reports on your mobile device. The app lets your sales team work from anywhere. It syncs with the desktop version in real time so you never miss a lead update.

Close 与其他 CRM 系统有何不同？

Close is different because it combines CRM and sales engagement in one tool. Most CRMs store data. Close helps you act on it. The built in calling, power dialer, and predictive dialer set it apart. You can make calls, send emails, and text leads without leaving the app. Close automates key sales tasks so your team spends less time on admin and more time selling.