⚡ 快速结论：
- 定价： Pipedrive starts at $14/user/month. Close 客户关系管理 起价为每席每月 35 美元。
- 最适合： Pipedrive suits visual pipeline management for 小型企业. Close 客户关系管理 suits high-volume phone teams.
- 主要区别： Close CRM has built in calling and SMS. Pipedrive needs other tools for phone work.
- 我们的选择： Pipedrive, rated 4.3 against 3.0, wins on price, integrations, and daily ease of use.
Two sales teams can look at the same CRM and reach opposite conclusions.
One wants a clean board that shows every deal at a glance.
The other wants a dialer that keeps reps on the phone all day.
Pipedrive and Close CRM each built their system around one of those jobs.
Pick the wrong one and you fight your CRM every week.
概述
This pipedrive vs close comparison covers pricing, features, and ease of use.
It also breaks down which sales process each CRM was designed to fit.
Our sources include published pricing pages, product documentation, and G2 reviews.
Our writers also spent hands-on time inside both systems.
这些笔记出现在下面的“我们的团队注意到”部分中。
Pipedrive是什么？
Pipedrive is a CRM built around a visual sales pipeline.
Every deal sits on a card you drag between stages.
That layout shows the value sitting at each stage of the pipeline.
Small businesses use it to track contacts, tasks, and follow ups in one place.
Custom fields and filters let you shape the system around your own sales process.
Here is a walkthrough of how the product works day to day.
🏆 冠军：Pipedrive
The cheapest way to run a clear sales pipeline. Drag-and-drop deal tracking, 400+ integrations, and a mobile app reps actually open.
Pipedrive 定价
Pipedrive charges per user. Four paid tiers are on offer, and there is no free plan.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 精简版 | 每用户每月 14 美元 | Solo sellers tracking a simple pipeline |
| 生长 | 每用户每月 24 美元 | Small teams adding 自动化 特征 |
| 优质的 | 每用户每月 49 美元 | Teams needing advanced reporting and permissions |
| 最终的 | 每用户每月 69 美元 | Larger businesses with security and admin needs |
Pricing verified September 2026.
免费试用： 14 days, no credit card needed at signup.
退款保证： None advertised. Cancel any time and access runs to your paid date.
📌 笔记： Email marketing, projects, and phone support sit on separate tiers or paid add-ons. Price the plan you actually need, not the entry one.
⚠️ 警告： Reviewers describe the pricing as a bait-and-switch, because the features they wanted sat behind an upgrade or an add-on. Check the tier feature list before you commit.
Pipedrive的主要优势
Here is what makes Pipedrive worth a look:
- 可视化流水线管理： Drag-and-drop cards move deals between phases. You can spot a stalled order without opening a single record.
- Unlimited pipelines on higher plans: Run separate boards for new 商业, renewals, and partners. Each one keeps its own stages.
- 400+ marketplace integrations: Slack, Zoom, Asana, Trello, QuickBooks, Intercom, Microsoft Teams, SendPulse, and Fireflies.ai all connect. Zapier covers most other apps.
- 详细报告： Activities performance and email performance reports show where sales performance is slipping.
- Strong mobile app: Geolocation, offline access, and call logging make field visits easier to record.
- 内置电子邮件营销功能： Campaigns and templates run from inside the CRM instead of a separate site.
- 人工智能销售助手： Surfaces next-step suggestions so reps spend less time deciding what to do next.
我们的团队注意到了什么
我们的 作家 set up a real pipeline in Pipedrive and worked deals through it for several days. Here is what stood out from that hands-on time:
Pipedrive 的优点和缺点
✅ 优点
- Entry price of $14/user/month undercuts Close CRM by $21 per seat
- Drag-and-drop pipeline is easy to navigate on day one
- Mobile app adds geolocation, offline access, and call logging
- Marketplace carries over 400 integrations
❌缺点
- No built in calling, so phone work needs third-party integrations
- 支持 聊天机器人 draws poor reviews, and live chat with a human needs a higher plan
- Features you expect often sit one upgrade away
什么是Close CRM？
Close CRM is a sales focused system built for inside sales teams.
Calling, SMS, and email all live inside the CRM.
Reps work a queue of leads without switching to other apps.
Smart Views filter and group prospects so the next call is always ready.
The whole interface is arranged to cut distractions and keep reps closing.
This video shows the dialer and 收件箱 正在执行。
关闭 CRM
The pick for teams that live on the phone. Power Dialer, call recording, SMS, and AI call summaries ship in the box.
关闭 CRM 定价
Close CRM charges per seat across three tiers. There is no free plan here either.
| 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 | Outbound teams using the Power Dialer |
| 规模 | 每席每月 139 美元 | Larger businesses needing predictive dialer and 人工智能工具 |
Pricing verified September 2026.
⚠️ Pricing conflict flagged: Some sources list Close CRM’s lowest tier at $99 with a three-user minimum, plus $49 per extra user. Our verified data shows Essentials at $35/seat/month. We have kept the verified figures in every table and card here. Confirm your seat count on the vendor’s site before you buy.
免费试用： 14 days with full functionality, no credit card at signup.
退款保证： None advertised. The trial is the safety net, so use it properly.
📌 笔记： Calling minutes and phone numbers bill on top of the seat price. Budget for call volume, not just seats.
Close CRM 的主要优势
Here is where Close CRM earns its higher price:
- Every touchpoint in one system: Calling, SMS messaging, and email automation ship with the product. No stitching required.
- 强力拨号器： Dials several numbers at once and routes a free rep to the call when a human picks up.
- Call Assistant: Transcribes and summarises calls automatically, so reps focus on the conversation instead of notes.
- 外联 自动化： Workflows assign leads to a user or group, then fire email sequences, SMS, or calls.
- Support that answers: An in-house team spread across time zones replies in under two hours on average.
- 智能视图： Saved filters group prospects by any rule you create, which keeps lists tidy.
- Reporting on movement: Tracks how leads move through the pipeline and compares one period against another.
我们的团队注意到了什么
Our writer ran a batch of outbound calls through Close CRM and logged the results inside the platform. Here is what stood out:
关闭 CRM 的优缺点
✅ 优点
- Calling, SMS, and email automation come built in
- Power Dialer and AI call transcription cut dead time between calls
- In-house support answers in under two hours on average
- Three plans with no hidden fees attached
❌缺点
- Entry seat costs $21 more than Pipedrive’s
- The interface carries a learning curve before it clicks
- Around 100 integrations against Pipedrive’s 400+
- Mobile app is weaker for field sales work
功能对比
Both products manage contacts, deals, and follow ups. The difference shows up in what each one does natively versus what it asks you to bolt on.
| 特征 | 管道驱动 | 关闭 CRM |
|---|---|---|
| 起价 | 每用户每月 14 美元 | 每席每月 35 美元 |
| 免费计划 | ❌ | ❌ |
| 内置通话 | ❌ | ✅ |
| 强力拨号器 | ❌ | ✅ |
| 通话录音 | ❌（通过集成） | ✅ |
| 可视化销售流程 | ✅ | ✅ |
| 电子邮件营销 | ✅ | ✅ |
| 集成 | ✅ 400+ | ✅ 100+ |
| 移动应用 | ✅ Offline access | ✅ 仅限核心工具 |
| 最适合 | 可视化管道管理 | High-volume phone sales |
1. 线索管理
Pipedrive： Leads sit in a separate inbox until you qualify them into deals. Custom fields let you capture whatever data your 商业 needs at intake.
关闭客户关系管理系统： Smart Views filter and categorise prospects into working lists. Reps open a view and start dialling instead of hunting for the next lead.
2. Pipeline Management and Deal Tracking
Pipedrive： The board shows pipeline value at every stage, so a stalled deal is obvious. Higher plans allow unlimited pipelines with their own custom stages, which fits longer sales cycles.
关闭客户关系管理系统： The pipeline is present but secondary to the activity queue. Notes and logged call notes are categorised, so finding a detail inside a client record takes seconds.
3. Built In Calling and Communication
Pipedrive： There is no native phone system. Calling, SMS, and call recording arrive through third-party integrations, which means another vendor and another bill.
关闭客户关系管理系统： Deep native call and SMS functionality is the headline difference in the CRM space. Every touchpoint with customers runs from one screen, and personalised email templates sit beside the dialer.
⚠️ 警告： Pipedrive’s Essential-tier equivalent has no integrated calling, SMS, or email automation. If your team lives on the phone, the add-on stack can erase the price gap.
4. 销售自动化
Pipedrive： Triggers fire on deals, people, activities, leads, organisations, and projects. An AI Sales Assistant suggests the next move, and follow-up sequences run automatically for leads from a chosen source.
关闭客户关系管理系统： Automation aims at outreach rather than admin. Workflows assign leads to a user or group, then start calls, SMS, or email sequences, with predictive dialing on higher tiers to double rep productivity.
5. Reporting and Detailed Reports
Pipedrive： Reviewers rate the analytics highly. Activities performance and email performance reports break down sales activities by rep, and advanced reporting unlocks on the Premium tier.
关闭客户关系管理系统： Reporting tracks how leads move through the pipeline and compares one period against another. It is narrower than Pipedrive’s set, but tuned to call and outreach volume.
6. Integrations and Other Apps
Pipedrive： The marketplace carries over 400 integrations, including SendPulse, Quickbooks, Trello, Microsoft Teams, Asana, Slack, Intercom, Zoom, and Fireflies.ai.
关闭客户关系管理系统： Over 100 integrations span communication, automation, finance, support, lead generation, marketing, and collaboration. Microsoft 365, HubSpot, Segment, Gong, JustCall, and Help Scout all integrate directly, and Zapier covers the rest.
7. Email Marketing and Sequences
Pipedrive： Campaigns, templates, and open tracking run inside the CRM. Email marketing is a paid add-on rather than a standard inclusion, so check your plan first.
关闭客户关系管理系统： A shared inbox keeps calls, texts, and replies in one thread per contact. Email sequences pause automatically when a prospect answers.
8. Extras Beyond the Core CRM
Pipedrive： Projects turn a won deal into delivery tasks without a separate app. That matters for agencies where the work starts after the signature.
关闭客户关系管理系统： An ROI calculator models what extra call volume is worth before you commit. It is a sales 沥青, but a useful one if you are interested in payback maths.
9. Templates, Documents, and AI Help
Pipedrive： Quotes, proposals, and e-signatures are generated from templates and tracked on the deal record. Reps spend less time rebuilding the same document.
关闭客户关系管理系统： Call Assistant transcribes and summarises each phone conversation automatically. Reps get a written record without typing during the call.
10. 定价与成本
Here are the plans side by side.
| 层级 | 管道驱动 | 关闭 CRM |
|---|---|---|
| 自由的 | ❌ | ❌ |
| 入口 | 精简版——每用户每月 14 美元 | 基础套餐——每席位每月 35 美元 |
| 中 | 增长——每用户每月 24 美元 | 增长——99 美元/席位/月 |
| 上 | 高级版——49美元/用户/月 | Scale——139美元/座位/月 |
| 顶部 | 终极版——每用户每月 69 美元 | ❌ |
Pipedrive： Four tiers give you room to start cheap and upgrade later. The catch is that more features usually mean a higher plan or an add-on, which is why some reviewers feel misled.
关闭客户关系管理系统： Pricing is transparent, with no hidden fees, and the phone system is included rather than sold separately. Even so, its top tier costs double Pipedrive’s, so the value depends on call volume.
不同场景
| 如果您需要…… | 选择 | 为什么 |
|---|---|---|
| The lowest entry cost | 管道驱动 | $21 cheaper per seat |
| Built in calling and SMS | 关闭 CRM | Native phone system |
| Long, structured sales cycles | 管道驱动 | Multiple custom pipeline stages |
| High-volume outbound dialling | 关闭 CRM | Power Dialer and call routing |
| Field sales on mobile | 管道驱动 | Geolocation and offline access |
| Fast human support | 关闭 CRM | Under two-hour replies |
| The widest app connections | 管道驱动 | 400+ against 100+ |
💰 您的预算
Pipedrive is more affordable at the entry level, while Close CRM sits as the premium, all-inclusive option. Add a calling tool for ten users on Pipedrive and the gap narrows fast.
🔌 您的技术栈
If your team already runs Slack, Asana, and Quickbooks, Pipedrive’s marketplace covers more of them out of the box. Close CRM connects to fewer apps but hits the big ones, and both integrate through Zapier.
📞 您的销售流程
Phone-heavy outbound work belongs in Close CRM, where the dialer and CRM are the same product. Consultative deals with long timelines fit Pipedrive’s staged board better.
🎓您的经验水平
Pipedrive’s user interface is easier to navigate for a first-time CRM buyer. Close CRM asks for a few days of patience before its layout feels natural.
🆓 免费试用和演示
Both give you 14 days without a card, so run one real week of work through each. Import 50 contacts, for example, and see which one your reps open first.
🛟 支持选项
Close CRM’s in-house team spans several time zones and its email support draws praise for speed. Pipedrive’s chatbot is available to everyone, but live chat with a person needs a higher plan.
切换指南
Already on one of them? Here is what changes if you move.
🔄 从 Pipedrive 切换到 Close CRM？
✅ 你将获得：
- Native calling, SMS, and call recording with no extra vendor
- 强力拨号器 加上人工智能 transcription of every call
- Support replies in under two hours on average
❌ 你会失去什么：
- Roughly 300 marketplace integrations
- The mobile app’s geolocation and offline access
- A $14 entry seat and the Projects module
📋 如何切换：
- Export contacts, deals, and activity history from Pipedrive as CSV
- Start the Close CRM trial and map your fields during import
- Rebuild Smart Views, connect numbers, then run one week in parallel
🔄 从 Close CRM 切换到 Pipedrive？
✅ 你将获得：
- A cheaper seat and four tiers to grow through
- Clearer visual tracking of pipeline value by stage
- A stronger mobile app and a much larger app marketplace
❌ 你会失去什么：
- The dialer, SMS, and automatic call summaries
- Under two-hour support replies on every plan
- Smart Views and one-screen outreach
📋 如何切换：
- Export leads, opportunities, and call logs from Close CRM
- Create your pipeline stages and custom fields in Pipedrive first
- Import, then connect a calling tool before you cancel the old system
我们的评测没有涵盖的内容
This comparison looked at small businesses and mid-sized sales teams. We did not test call quality at scale, custom API builds, or enterprise contracts with negotiated pricing. Both products have limitations we could not measure in a short trial, including long-term data migration and admin overhead. If you manage 50 or more reps, weigh those points yourself before you decide.
最终判决
| 类别 | 优胜者 |
|---|---|
| 💰 定价 | 管道驱动 |
| 📊 管道管理 | 管道驱动 |
| 📞 Calling and Communication | 关闭 CRM |
| ⚙️ 销售自动化 | 领带 |
| 📈 报道 | 管道驱动 |
| 🔌 集成 | 管道驱动 |
| 👶 易用性 | 管道驱动 |
| 🛟 支持 | 关闭 CRM |
| 🏆 总冠军 | 管道驱动 |
🏆 冠军：PIPEDRIVE
Pipedrive wins 5 of 8 categories, with a 4.3 rating against 3.0.
最适合： visual pipeline management, small businesses, field sales, and teams that want a user friendly interface on day one.
These are not really the same product. Pipedrive organises a sales process visually and lets you plug in whatever else you need.
Close CRM builds the phone into the CRM and charges for that convenience. For a team making a hundred calls a day, that trade is worth it.
For everyone else, Pipedrive costs less, connects to more, and takes less time to learn. That is why it takes the win here.
Pipedrive 的更多比较
Here is how Pipedrive lines up against other tools in the same bracket:
Pipedrive 获胜： a $14 starting seat, a lighter setup, and a board reps understand without training
HubSpot 在以下方面胜出： a genuine free plan, native marketing tools, and a service desk on the same record
Pipedrive 获胜： setup measured in hours, no admin headcount, and pricing you can read in one screen
Salesforce 获胜方式： deep customisation, territory and forecasting controls, and a far larger partner network
Pipedrive 获胜： sales-first reporting, email tracking on the deal, and stages designed for selling rather than tasks
周一 CRM 胜出： flexible boards for non-sales work, colourful project views, and one system for the whole company
Pipedrive 与 Freshsales 的比较 客户关系管理
Pipedrive 获胜： marketplace depth, mobile offline access, and a cleaner deal board
Freshsales CRM 的优势在于： a free tier, a built-in phone on paid plans, and bundled chat for inbound leads
相比之下，Close CRM 的优势更多
And here is Close CRM against its closest rivals.
成交 CRM 的关键在于： the dialer being included, faster human support, and a queue built for calling all day
HubSpot 在以下方面胜出： free entry, content and marketing features, and reporting across the whole customer journey
成交 CRM 的关键在于： outbound call volume, call transcription, and a workflow 建筑商 aimed at reps
Keap 获胜理由： invoicing and payments, appointment booking, and nurture campaigns for service businesses
成交 CRM 的关键在于： being a full CRM record, phone plus email in one thread, and pipeline reporting after the reply
即刻 获胜方式： inbox rotation at scale, warm-up tooling, and a lower cost per sending mailbox
Close CRM 与 Freshsales CRM 的比较
成交 CRM 的关键在于： dialer depth, transcription quality, and outreach automation that starts calls, not just emails
Freshsales CRM 的优势在于： a free starting tier, cheaper seats, and lead scoring included lower down the range
常见问题解答
还有比 Pipedrive 更好的 CRM 系统吗？
It depends on the job. Close CRM is better for phone-heavy outbound. HubSpot is better if you want marketing and a free tier in the same account.
What is the difference between Pipedrive and Cloze?
Pipedrive is a pipeline-first CRM you update deliberately. Cloze is a relationship assistant that builds contact history automatically from your email and calendar. Different jobs entirely.
Close IO 的用途是什么？
Close IO is the former name of Close CRM. Inside sales teams use it to call, 文本, and email leads from one screen, then track the results.
Pipedrive 可以用作 CRM 系统吗？
Yes. It is a full CRM, holding contacts, deals, activity history, and reports. The visual board is simply how it presents that data.
What is better, HubSpot or Pipedrive?
HubSpot suits teams wanting marketing, sales, and service on one website record. Pipedrive suits small sales teams who want a cheaper, simpler board. Check both trials.
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