⚡ 快速结论：
- 定价： 周一 客户关系管理 starts at $9/user/month. Close CRM starts at $35/seat/month.
- 最适合： Monday suits teams managing projects and pipelines together. Close suits sales teams that live on phone calls.
- 主要区别： Monday adds Kanban board, Gantt chart and dashboard views. Close adds built in calling and a power dialer.
- 我们的选择： Monday CRM for most small businesses, based on its higher rating and wider feature set.
The cheaper tool here is not the weaker one.
Monday CRM costs $9 per user monthly. Close CRM starts at $35.
But price is the smallest gap between them.
Monday is a work management platform that also handles customer relationship management.
Close is a sales engagement tool wearing a CRM badge.
That single difference decides which one fits your team.
概述
This Monday CRM vs Close CRM comparison covers pricing, key features, and ease of use.
我们的 作家 spent hands-on time inside Close CRM directly.
Notes on Monday come from published specs, documentation, and G2 reviews.
我们还会分析每种工具最适合哪些用户。
到最后，你就会知道该选择哪一个了。
什么是Monday CRM？
Monday CRM is the sales side of Monday.com, an online work management platform.
The same engine powers its project management software and its customer relationship management boards.
You start by creating boards for deals, contacts, and accounts.
Each board holds custom fields, owners, dates, and files.
Monday 为遍布 200 多个国家的 152,000 多名客户提供服务。
Teams pick it because one tool covers sales, projects, and human resources.
🏆 优胜者：Monday CRM
One platform for managing projects and customer relationships. Build pipelines, boards, and custom dashboards in just a few clicks.
周一 CRM 定价
Here is what Monday CRM costs per user. The pricing structure is simple at this level.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 基本的 | 每用户每月 9 美元 | 小的 商业 teams tracking contacts |
| 标准 | 每用户每月 12 美元 | Teams that need 自动化 特征 |
| 专业版 | 每用户每月 19 美元 | Sales teams needing time tracking and advanced 报道 |
Pricing verified August 2026.
免费试用： Yes. You can test the paid plans before you enter payment details.
退款保证： Monday’s pricing page lists a 30-day refund window on new subscriptions.
📌 笔记： Monday.com also runs a free plan on its work management side, capped at two seats and three boards. An enterprise plan sits above Pro with custom pricing, 1TB of file storage, and premium support. Storage space climbs with every tier.
⚠️ Pricing conflict flagged: Our research notes list Monday work management seats at $36 per month for three users on the basic plan, $42 on Standard, and $72 on Monday’s Pro plan. Those are bundled work management prices, not the CRM per-seat rates. The table above uses our verified CRM figures. Monday has raised prices over recent years, so check the live page before you buy.
Monday CRM 的主要优势
Here is what makes Monday worth a look:
- 许多项目视图： Switch between Kanban board, Gantt chart view, timeline, and calendar. The same records power every view.
- 深度定制： Define your own columns, custom fields, and custom dashboards. Customizable templates cover sales, event planning, and software development.
- 工作流程自动化： A plain-English automation 建筑商 creates rules without code. 自动化 features cover status changes, follow ups, and reminders.
- 第三方集成： Over 50 apps connect, including Slack, Google Calendar, Google Sheets, and Microsoft Teams.
- Time tracking built in: Available from the Pro tier upward. Handy for agencies billing clients by the hour.
- Support and learning: Customer support runs on live chat 24/7. A knowledge base with hundreds of video tutorials and a community forum back it up.
- 学生 program: College students and educators get free accounts with selected Pro features.
Here is how the platform looks once a board is live.
我们的团队注意到了什么
Note: We have not had extended hands-on time inside Monday CRM yet. Everything above comes from published documentation, Monday’s pricing page, and G2 reviews. G2 reviews highlight the tidy interface and the speed of setup. The same reviews flag a steep learning curve once new users start stacking automations.
星期一 CRM 的优缺点
✅ 优点
- Starts at $9 per user monthly, cheaper than most crm software
- Kanban, Gantt, timeline, and calendar views in one platform
- Clean interface that most team members pick up quickly
- Handles managing tasks and deals inside the same workspace
- 24/7 live chat plus hundreds of video tutorials
❌缺点
- Endless customization can overwhelm new users
- Tiered pricing by team size confuses buyers
- No native dialer for high-volume phone calls
- Time tracking and guest access sit behind higher tiers
什么是Close CRM？
Close CRM is built for small to medium-sized businesses that sell by phone and email.
It folds email, calling, and SMS into one shared inbox.
Sales reps dial straight from the browser without a separate phone system.
The promise is simple: work more leads and close more deals with fewer tools.
Smart Views filter leads so the hottest prospects surface first.
Every call, email, and note lands on one activity log timeline.
Close sits closer to a sales engagement tool than to traditional crm options.
Runner Up: Close CRM
A calling-first CRM for outbound teams. Power dialer, email sequences, and one inbox for every conversation.
关闭 CRM 定价
Close charges per seat. Here is the current lineup.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 基本要素 | 每席每月 35 美元 | Small teams testing built in calling |
| 生长 | 每席每月 99 美元 | Teams needing multiple pipelines and email sequences |
| 规模 | 每席每月 139 美元 | Larger sales teams wanting call coaching and custom objects |
Pricing verified August 2026.
免费试用： 14 days, no credit card needed to start.
退款保证： None advertised. The free trial is your testing window.
📌 笔记： Startup features cover built in calling, texting, and email on the entry tier. Professional features such as advanced automation, call coaching, and custom graphs sit in higher tiers. A free one-click migration tool moves your 数据 来自其他工具。
⚠️ Pricing conflict flagged: Our research notes list three plans named Startup ($59 monthly, $49 annual), Professional ($109 or $99), and Enterprise ($149 or $139) per user. Close has since renamed and repriced its tiers. The table above uses our verified Essentials, Growth, and Scale figures.
Close CRM 的主要优势
Close offers a tight set of tools aimed at one job:
- 内置通话功能： Dial from the browser or a mobile device. No separate phone system to buy.
- Power dialer and predictive dialer: Both automate the dialing process. Reps dial multiple numbers without touching a keypad.
- One inbox: Email, calls, and SMS share a single view. That cuts manual data entry after every conversation.
- 智能视图： Filters rank leads by criteria you set. Reps work the best lead first.
- 在线辅导： Managers listen in and help mid-call. Useful for training new sales reps.
- 快速设置： A CSV import tool and one-click migration move contacts over. Most teams finish inside the free trial.
- 支持与 安全: A help center, API docs for any developer, and regular product updates back the platform.
Here is how the workspace looks on desktop.
我们的团队注意到了什么
Our writer signed up for Close CRM and worked a real lead list through it. Here is what stood out from that hands-on time:
关闭 CRM 的优缺点
✅ 优点
- 一流的通话功能，配备强力拨号器和预测拨号器
- Email, calls, and SMS live in one inbox
- Simple enough to earn full team engagement fast
- Free migration help and proactive onboarding support
- Rated 4.7 out of 5 on G2 by users
❌缺点
- Reporting is weaker than rival platforms
- Less customizable than other crms in the same bracket
- Entry pricing runs high for smaller teams
- No project views for managing projects alongside deals
功能对比
Now let’s put the two platforms side by side. We cover ten areas, from contacts to cost. The standout features differ far more than the price tags.
| 特征 | 星期一客户关系管理 | 关闭 CRM |
|---|---|---|
| 起价 | 每用户每月 9 美元 | 每席每月 35 美元 |
| 免费试用 | ✅ | ✅ 14天 |
| 内置通话 | ❌ | ✅ |
| 强力拨号器 | ❌ | ✅ |
| Kanban Board & Gantt Chart | ✅ | ❌ |
| 工作流自动化 | ✅ | ✅ |
| 高级报告 | ✅ | ⚠️ 有限 |
| 第三方集成 | 50+ | 80+ |
| 时间跟踪 | ✅ Pro and up | ❌ |
| 最适合 | Managing projects and deals together | 大量外呼 |
1. Contact Management & Custom Fields
星期一客户关系管理： Contacts live on boards you shape yourself. You add custom fields, link records, and attach files. It works like a spreadsheet with a database underneath, closer to Airtable than to old crm software.
关闭客户关系管理系统： Leads sit at the center, with contacts nested inside each company record. Smart Views sort them by any rule you set. Custom objects arrive only on the top tier.
2. 销售渠道和交易跟踪
星期一客户关系管理： Pipelines are boards with deal stages as groups. Drag a card forward and project progress updates everywhere. You can run several pipelines beside project timelines on the same account.
关闭客户关系管理系统： A visual pipeline shows where deals stall. Multiple pipelines unlock on the Growth tier. The layout is tuned for one job: moving leads toward closed-won.
3. 工作流自动化
星期一客户关系管理： The automation builder reads like a sentence. Pick a trigger, pick an action, done in just a few clicks. Rules can assign owners, set task dependencies, and fire reminders.
关闭客户关系管理系统： Workflows chain calls, email sequences, and follow ups into one track. Automated reminders keep reps on schedule without manual effort. The focus stays on outreach, not general operations.
⚠️ 警告： Monday counts automation actions per month, and the allowance rises with higher tiers. Heavy automation on the basic plan runs out fast.
4. Daily Work Hub: Boards vs Inbox
星期一客户关系管理： Your day starts on a board. Because Monday work management sits underneath, task management and deal work share one home. That suits software teams, a research team, or event planning crews juggling both.
关闭客户关系管理系统： Your day starts in the inbox. Every reply, missed call, and task queues in one list. Reps clear it top to bottom, which keeps the whole team on the same page.
5. Reporting & Custom Dashboards
星期一客户关系管理： Dashboards pull widgets from several boards at once. You can chart revenue, workload, and project progress in one place. All the data stays live as records change.
关闭客户关系管理系统： Built-in reports cover activity, calls, and pipeline health, with custom graphs on paid tiers. G2 reviews call the reporting layer thin for deeper analysis. Many teams export to a spreadsheet instead.
6. Team Collaboration & Communication
星期一客户关系管理： Comments hang off each item, so people discuss work where it happens. File sharing, mentions, and guest access round out the collaboration features. Resource views show who carries too much.
关闭客户关系管理系统： The conversation panel stores every call recording, email, and 文本 against the lead. Managers listen live and whisper advice mid-call. It is built to talk to customers, not to run internal projects.
7. Project Views: Kanban Board & Gantt Chart
星期一客户关系管理： A kanban board handles stage-by-stage work. Switch to the gantt chart view for dependencies and dates. Timeline and calendar views round out the set.
Gantt charts matter most when deals trigger delivery work. Here is that view in action.
关闭客户关系管理系统： There is no gantt chart and no board view for projects. Close keeps a list and a pipeline. If you need project management tools, you will pair it with another app.
8. 第三方集成
星期一客户关系管理： Over 50 apps connect through the integrations center, including Slack, Google Calendar, Google Sheets, and Microsoft Teams. Two-way sync keeps records aligned. An open API covers anything missing.
关闭客户关系管理系统： Around 80 integrations connect, covering Zoom meetings, calendars, and marketing tools. A few connectors found in bigger platforms are still missing. Check your stack before you commit.
9. AI & Smart Features
星期一客户关系管理： Smart automation suggests rules based on how your boards behave. It can draft updates and sort incoming requests.
Monday also ships an MCP connector so outside 人工智能工具 can read and write board records.
关闭客户关系管理系统： Sales AI summarizes calls and drafts replies from email templates. It also scores which lead deserves attention next. Bulk email sending runs from the same screen.
10. 定价与成本
Here are both platforms priced side by side. Figures are per seat, per month.
| 层级 | 星期一客户关系管理 | 关闭 CRM |
|---|---|---|
| 入口 | 基础版——9美元/用户/月 | 基础套餐——每席位每月 35 美元 |
| 中 | 标准版——每用户每月 12 美元 | 增长——99 美元/席位/月 |
| 顶部 | 专业版——每用户每月 19 美元 | Scale——139美元/座位/月 |
星期一客户关系管理： Three tiers, all under $20 per user. The Pro tier unlocks all the features most small teams need, and a five-person team on it pays $95 monthly. Seats are sold in blocks, so check the count before you pick a plan.
关闭客户关系管理系统： The same five reps on Growth pay $495 monthly. That buys phone infrastructure Monday does not include. Whether it pays back depends on your call volume.
不同场景
| 如果您需要…… | 选择 | 为什么 |
|---|---|---|
| 预算紧张 | 星期一客户关系管理 | Roughly a quarter of the seat cost |
| Heavy outbound phone calls | 关闭 CRM | Power dialer and predictive dialer |
| Managing projects and deals | 星期一客户关系管理 | Boards, gantt charts, task management |
| Fast rep onboarding | 关闭 CRM | One inbox, little training needed |
| 高级报告 | 星期一客户关系管理 | Custom dashboards across boards |
| 适合初学者的设置 | 星期一客户关系管理 | Customizable templates for common workflows |
💰 您的预算
Monday’s paid plans start at $9 per user monthly. Close asks $35 per seat before you touch its professional features.
🔌 您的技术栈
Close carries more connectors at 80-plus, including Zoom meetings. Monday connects to Google Calendar, Google Sheets, and Slack out of the box.
📞 您的销售流程
If reps dial all day, Close wins outright. If your sales process runs on email and handoffs to delivery, Monday fits better.
🎓您的经验水平
Close is the simpler tool to learn. Monday’s feature set is deeper, which means more power and a longer ramp for new users.
🆓 免费试用和演示
Close gives you 14 days with no card required. Monday lets you trial paid plans and keeps a free version on its work management side.
🛟 支持选项
Monday runs 24/7 live chat plus a community forum and video library. Close leans on its help center, API docs, and hands-on migration help.
切换指南
Already running one of these? Here is what changes if you move.
🔄 Switching from Monday CRM to Close CRM?
✅ 你将获得：
- A dialer inside the CRM, so reps stop switching apps
- Live call coaching for training junior sellers
- One inbox that merges email, SMS, and calls
❌ 你会失去什么：
- Kanban, gantt, and calendar project views
- Built-in time tracking and resource planning
- Cross-board dashboards for advanced reporting
📋 如何切换：
- Export each Monday board to CSV, one per object
- Start the 14-day Close trial and request migration help
- Import leads, then rebuild your pipeline stages and Smart Views
🔄 Switching from Close CRM to Monday CRM?
✅ 你将获得：
- Seat costs drop by more than half at every tier
- Project management platforms features beside your pipeline
- Custom dashboards, collaboration tools, and guest access
❌ 你会失去什么：
- Native calling, SMS, and both dialers
- Call recordings stored against each lead
- The single-inbox rhythm reps get used to
📋 如何切换：
- Export leads, contacts, and opportunities from Close
- Create a Monday account and pick a CRM template
- Import your files, then map columns and rebuild automations
我们的评测没有涵盖的内容
This comparison focused on small businesses and mid-sized sales teams. We did not test enterprise rollouts, custom pricing negotiations, or single sign-on. Call quality across regions and mobile app performance also sit outside our scope. If you run 100 seats or need deep security review, your checklist will look different from ours.
最终判决
| 类别 | 优胜者 |
|---|---|
| 💰 定价 | 星期一客户关系管理 |
| 🚀 核心 CRM 功能 | 星期一客户关系管理 |
| 📞 Calling & Outreach | 关闭 CRM |
| 📊 Reporting & Dashboards | 星期一客户关系管理 |
| 👶 易用性 | 关闭 CRM |
| 🔌 集成 | 关闭 CRM |
| 🗂️ Project Views | 星期一客户关系管理 |
| 🏆 总冠军 | 星期一客户关系管理 |
🏆 优胜者：MONDAY CRM
Monday CRM 在 7 个类别中赢得了 4 个。
最适合： Small business teams, agencies handling delivery work, and companies that want one platform for sales and projects
These two products solve different problems. Monday is a work management platform with a sales layer on top. Close is a calling machine with a customer database attached.
Close is the better tool for a team that dials all day. Nothing in Monday matches its dialers, and the onboarding speed is real.
For everyone else, Monday CRM does more for less money. It tracks deals, projects, and workloads without a second subscription.
周一CRM对比更多
Here is how Monday measures up against other management tools:
周一获胜： Lower seat cost, board-style project views, deeper board customization
HubSpot 在以下方面胜出： A genuinely free tier, marketing email depth, native 会议 安排
周一 CRM 与 管道驱动
周一获胜： Project timelines beside deals, cross-board dashboards, wider template library
Pipedrive 获胜： A tighter pipeline-only workflow, faster deal entry, built-in call logging
周一 CRM 与 点击上
周一获胜： A calmer interface, clearer sales templates, faster setup for non-technical teams
ClickUp 在以下方面胜出： A cheaper first paid tier, more task management depth, docs and whiteboards included
周一获胜： Visual boards over form-heavy screens, simpler automation building, faster team adoption
Zoho 胜出的原因： A larger native product suite, lower cost at scale, sharper forecasting reports
相比之下，Close CRM 的优势更多
And here is where Close lands against its own rivals:
险胜： Dialing built into the record, faster rep onboarding, no add-on needed for calls
HubSpot 在以下方面胜出： Free entry plan, richer reporting suite, far more integrations
Close CRM 与 Freshsales CRM 的比较
险胜： Predictive dialing volume, cleaner single inbox, live call coaching
Freshsales 在以下方面胜出： A cheaper entry seat, built-in chat channels, stronger deal forecasting
关闭 CRM 与 基普
险胜： Outbound call handling, simpler daily workflow, quicker data import
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, no consultant required, calling included in the seat price
Salesforce 的优势在于： Customization for any process, enterprise reporting, a huge partner marketplace
常见问题解答
Monday.com 是做什么用的？
Teams use it to run projects, pipelines, and processes on shared boards. It covers sales, marketing, human resources, and software development inside one workspace.
Monday 是 CRM 工具吗？
Yes. Monday CRM is a dedicated product built on the same platform, with pipelines, contacts, and deal automation. It is also a project management tool.
什么是封闭式客户关系管理（CRM）？
Close CRM is a sales platform for small and mid-sized teams. It merges calling, email, and SMS into one inbox with automation on top.
每月多少收入？
Essentials costs $35 per seat monthly. Growth runs $99 and Scale $139. A 14-day free trial lets you test before paying.
Close 与其他 CRM 系统有何不同？
Most platforms store records and bolt on calling later. Close ships dialers, texting, and email sequences in the core product, then adds the database.
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