⚡ 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 inside sales.
- 主要区别： Close CRM has built in calling, SMS, and a power dialer. Pipedrive needs other tools for phone work.
- 我们的选择： Pipedrive for most sales teams. It costs less and covers more of the sales process.
Most sales teams pick a CRM for one of two reasons.
They want to see every deal clearly, or they want to make more calls.
Pipedrive was built for the first group.
Close CRM was built for the second.
That single split explains almost every difference between them.
概述
This Pipedrive vs Close CRM comparison covers pricing, features, and daily functionality.
We also break down which sales teams each system fits best.
我们的信息来源包括已发布的规格说明、产品文档和 G2 评测。
我们的撰稿人也亲自体验了这两个平台。
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 sales focused CRM built around a visual sales pipeline.
You drag each deal from one stage to the next.
The board shows the value sitting at every stage of your sales process.
Small businesses use it to track leads, contacts, and follow ups in one place.
Higher plans unlock unlimited pipelines and deeper pipeline management.
以下是该平台实际操作的简要演示。
🏆 冠军：Pipedrive
A CRM that makes your sales pipeline easy to read. Good for teams that manage deals across many stages.
Pipedrive 定价
Here is what Pipedrive costs per user. Prices rise as you unlock more features.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 精简版 | 每用户每月 14 美元 | 个体卖家和小型团队 |
| 生长 | 每用户每月 24 美元 | Growing teams that need email sequences |
| 优质的 | 每用户每月 49 美元 | Teams that want advanced 报道 |
| 最终的 | 每用户每月 69 美元 | 更大的团队 安全 以及行政需求 |
价格已于2026年7月核实。
免费试用： Yes. Pipedrive offers a 14-day trial with no credit card required.
退款保证： No standard refund window. You cancel from the billing page before your renewal date.
📌 笔记： There is no free plan here. Paid add-ons like lead capture and projects sit outside the base price, so users should check the pricing page on the Pipedrive website before they commit.
⚠️ Pricing conflict: Our research notes five annual plans for Pipedrive. Our verified data lists four: Lite, Growth, Premium, and Ultimate. We kept the four-plan figures above. Some customers also feel the add-on upsells act like a bait-and-switch.
Pipedrive的主要优势
Here is what makes Pipedrive worth a look:
- Visual pipeline: Drag-and-drop cards move each deal between phases. You spot stalled sales activities in seconds.
- 用户友好界面： Navigation is simple enough for new reps. Scheduling follow ups takes very few clicks.
- Custom fields and filters: You shape the sales process to match your 商业. Saved filters show only the data you want.
- 详细报告： Activities performance and email performance reports track sales performance over time.
- Marketplace access: Over 400 integrations connect Pipedrive to other apps you already run.
- Strong mobile app: Geolocation, offline access, and call logging help field reps update records on the road.
我们的团队注意到了什么
我们的 作家 signed up for Pipedrive and spent several days moving real deals through the system. Here is what stood out:
Pipedrive 的优点和缺点
✅ 优点
- Entry price starts lower than most sales CRM tools at $14/user/month
- Visual pipeline management makes deal stages easy to read
- Over 400 marketplace integrations plus Zapier for other tools
- Mobile app supports geolocation, offline access, and call logging
- Email marketing and AI Sales Assistant included on paid plans
❌缺点
- No built in calling, so phone work needs other tools
- Live chat with a human requires an upgrade to a higher plan
- The support chatbot gets weak marks in customer feedback
- Paid add-ons push the real monthly cost above the sticker price
什么是Close CRM？
Close CRM is a sales platform for high-volume inside sales.
Calling, SMS, and email all live inside the same window.
Reps work a list of leads without switching to other apps.
The interface strips out clutter so teams can focus on the next conversation.
Outbound teams pick it for the power dialer and the 自动化 behind it.
This video walks through the platform screen by screen.
🥈 Runner Up: Close CRM
Built for reps who live on the phone. Calling, SMS, and email sequences run from one screen.
关闭 CRM 定价
Close CRM charges per seat. Each tier adds more automation and reporting depth.
| 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 teams that need the predictive dialer |
价格已于2026年7月核实。
免费试用： Yes. Close CRM offers a 14-day trial with no credit card required.
退款保证： No published refund window. Monthly plans can be cancelled before the next billing date.
📌 笔记： Calling minutes, SMS, and phone numbers are billed on top of the seat price. There is no free plan, but the pricing page is clear about what each tier includes.
⚠️ Pricing conflict: Our research reports a $99 entry tier with a three-user minimum and $49 per extra user. Our verified data lists Essentials at $35/seat/month with three plans total. We kept the verified figures above.
Close CRM 的主要优势
Here is what pulls outbound teams toward Close CRM:
- 内置通话功能： Calls, SMS, and email run inside the CRM. Call recording and logging happen without extra setup.
- 强力拨号器： It dials several numbers at once. A free rep is routed in the moment a human answers.
- Call Assistant: Every phone call is transcribed and summarised. Reps spend less time typing notes.
- 智能视图： Saved filters group prospects by any rule you create. Finding the next call list takes one click.
- Email templates and sequences: Personalised templates send automated outreach across a whole list of contacts.
- Fast support: An in-house team across several time zones answers in under two hours on average.
我们的团队注意到了什么
Our writer ran a week of outbound calls through Close CRM before writing this review. Here is what stood out:
关闭 CRM 的优缺点
✅ 优点
- Native calling, SMS, and email in one window
- 适用于高呼叫量的强力拨号器和预测拨号器
- AI call transcription and summaries cut manual note taking
- In-house support answers in under two hours on average
❌缺点
- Entry seat price is more than double Pipedrive’s Lite plan
- The interface carries a learning curve for new reps
- Around 100 integrations against Pipedrive’s 400+ marketplace
- Mobile app is thinner than Pipedrive’s for field sales
功能对比
Here is where Pipedrive vs Close gets practical. We compare eleven areas that shape daily work for sales teams.
| 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 | ❌ | ❌ |
| 可视化销售流程 | ✅ | ✅ |
| 内置通话 | ❌ | ✅ |
| 强力拨号器 | ❌ | ✅ |
| 电子邮件营销 | ✅ | ❌ |
| 高级报告 | ✅ | ✅ |
| 集成 | 400+ | 100+ |
| 移动应用 | ✅ (offline access) | ✅（基础） |
| 最适合 | 可视化管道管理 | 大量通话 |
1. 管道管理
Pipedrive： The visual sales pipeline is the whole product. Each deal sits as a card you drag between stages, and the board totals the value waiting at every step. Higher plans allow unlimited pipelines for longer sales cycles.
关闭客户关系管理系统： Pipelines exist, but they sit behind the 收件箱 and call queue. The layout pushes reps toward the next conversation rather than a board view of the sales process.
2. Lead Management and Custom Fields
Pipedrive： Leads land in a separate inbox before they become deals. Custom fields and saved filters let you view data the way your team works.
关闭客户关系管理系统： Smart Views filter and group prospects into call-ready lists. Notes and logged call notes are categorised, so finding details inside a client record is quick.
3. Built In Calling and Power Dialer
Pipedrive： There is no native phone system. Calling, call recording, and SMS come from third-party integrations, which adds another vendor and another bill.
关闭客户关系管理系统： Deep native call and SMS functionality is the main reason teams switch here. The Power Dialer rings several numbers at once and routes an available rep the moment a human picks up. A predictive dialer sits on the top tier.
⚠️ 警告： If your reps make fifty or more calls a day, this single category may outweigh everything else in this comparison.
4. Sales Automation and Follow Ups
Pipedrive： Automation features fire on triggers tied to a deal, person, activity, lead, organization, or project. For example, a lead from one source can trigger a follow-up task the same day it arrives.
关闭客户关系管理系统： Sales automation points outward. Workflows assign leads to a user or user group, then start outbound communication by email, SMS, or calls. The company positions these tools as a way to double rep productivity.
5. 人工智能功能
Pipedrive： The AI Sales Assistant reads your pipeline and suggests which deal to touch next. It works best when your data is tidy and your stages are consistent.
关闭客户关系管理系统： The Call Assistant transcribes and summarises every phone call automatically. Reps stay in the conversation instead of typing while a prospect talks.
6. Email Marketing and Email Sequences
Pipedrive： Campaigns handle real email marketing with templates, segments, and open tracking. That puts newsletters and drip mail in the same system as your deals.
Campaign building uses a drag-and-drop editor, so marketing tasks do not need a designer.
关闭客户关系管理系统： The focus is one-to-one outreach, not bulk marketing. You create personalised email templates and email sequences that pause when a prospect replies, all managed from a shared inbox.
7. Reporting and Detailed Reports
Pipedrive： Reporting is broad. Activities performance and email performance reports sit next to deal forecasts, and advanced reporting on higher tiers adds custom dashboards for sales performance.
关闭客户关系管理系统： Reports track how leads move through the pipeline and compare one period against another. Call and SMS metrics are the strongest part of the set.
8. 集成和其他应用
Pipedrive： The marketplace holds over 400 integrations. Popular picks include 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 cover communication, automation, finance, support, lead generation, marketing, and collaboration. Microsoft 365, HubSpot, Segment, Gong, JustCall, and Help Scout are all supported.
💡 专业提示： Both platforms integrate with Zapier. If your favourite app is missing from either marketplace, that is usually the fastest bridge.
9. Projects, Documents and Templates
Pipedrive： Projects turn a won deal into delivery work with boards and tasks. Documents and templates let you send quotes and contracts without leaving the record.
Signed documents log back against the deal, which keeps handover data in one place.
关闭客户关系管理系统： Post-sale project work is not the goal here. Teams that need delivery tracking usually connect a separate tool for that stage.
10. Ease of Use and Mobile Access
Pipedrive： G2 reviews highlight the user friendly interface, and the user interface is rated easier to navigate than the alternative here. The mobile app adds geolocation, offline access, and call logging for reps in the field.
关闭客户关系管理系统： There is a learning curve at first, though the layout gets easier once reps know where things live. The mobile app carries core communication tools but is thinner for field sales.
11. 定价与成本
Let us put 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 | 基本套餐：35 美元/座位/月 |
| 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 | 价格：139美元/座位/月 |
| 顶部 | 终极版：每用户每月 69 美元 | — |
Pipedrive： Four plans give you room to start cheap and upgrade later. Even the Ultimate plan costs less per user than Close CRM’s mid tier, and higher tiers pack in more features than similarly priced rivals.
关闭客户关系管理系统： This is a premium, all-inclusive product. The seat price covers the phone system, so the comparison is fairer once you add a dialer subscription to the Pipedrive column.
不同场景
| 如果您需要…… | 选择 | 为什么 |
|---|---|---|
| 预算紧张 | 管道驱动 | $21 cheaper per seat at entry |
| Heavy phone work | 关闭 CRM | Built in calling and power dialer |
| 可视化管道管理 | 管道驱动 | Drag-and-drop deal stages |
| 电子邮件营销活动 | 管道驱动 | Native campaign 建筑商 |
| Automated outbound sequences | 关闭 CRM | Email, SMS, and call workflows |
| Field sales on mobile | 管道驱动 | Offline access and geolocation |
💰 您的预算
Pipedrive is the cheaper entry point at $14 per user. Close CRM asks $35 per seat, but that price already covers the phone system.
🔌 您的技术栈
Count the other apps you must integrate. A 400-strong marketplace favours Pipedrive, while teams already running Gong or JustCall may prefer the Close CRM side.
📞 您的销售流程
Long, multi-stage deals suit a visual board. High-volume outbound suits a dialer and a call queue.
🎓您的经验水平
New reps get productive faster on a drag-and-drop board. Expect a short learning curve before the Close CRM layout clicks.
🆓 免费试用和演示
Neither product has a free plan, so use the free 14-day trials. If you are interested in both, import twenty real leads and run a normal week on each.
🛟 支持选项
Close CRM keeps an in-house support team across time zones with replies under two hours on average. Pipedrive routes you to a chatbot first, and live chat with a person needs a higher plan.
切换指南
Already on one of these? Here is what changes when you move.
🔄 从 Pipedrive 切换到 Close CRM？
✅ 你将获得：
- Native calling, SMS, and call recording inside the CRM
- Power dialer and AI call transcription
- Support replies in under two hours on average
❌ 你会失去什么：
- The drag-and-drop pipeline view your team knows
- Email marketing campaigns and project boards
- Roughly 300 marketplace integrations
📋 如何切换：
- Export deals, contacts, and custom fields to CSV
- Start a Close CRM trial and map your fields during import
- Rebuild your Smart Views, then port phone numbers last
🔄 从 Close CRM 切换到 Pipedrive？
✅ 你将获得：
- A lower seat price and four plans to grow into
- Visual pipeline management with unlimited pipelines on higher tiers
- Email marketing, projects, and a stronger mobile app
❌ 你会失去什么：
- Built in calling, SMS, and the predictive dialer
- Automatic call summaries from the Call Assistant
- Two-hour support replies on every plan
📋 如何切换：
- Export leads, contacts, and call notes to CSV
- Create a Pipedrive account and build your stages first
- Import the data, then add a calling app from the marketplace
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 security reviews, custom API builds, or bulk seat licensing. Call quality also depends on your region and carrier, which we could not measure. If you manage fifty or more reps, your limitations and priorities will differ from what we describe here.
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 Dialers | 关闭 CRM |
| 🤖 销售自动化 | 关闭 CRM |
| 📈 Advanced Reporting | 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.
最适合： visual pipeline management, small businesses, longer sales cycles, field sales teams
These two products chase different buyers. Pipedrive is a sales pipeline you can read at a glance, priced for teams that watch every dollar.
Close CRM is a phone-first system for reps who dial all day. Its calling, SMS, and outreach automation are hard to match at any price.
If your team lives on the phone, the runner-up here is still the right buy. For everyone else, Pipedrive covers more of the sales process for less money.
Pipedrive 的更多比较
Here is how Pipedrive measures up against other CRM tools:
Pipedrive 获胜： cheaper paid entry, faster setup for small teams, cleaner deal board
HubSpot 在以下方面胜出： a genuine free plan, deeper marketing tools, wider content features
Pipedrive 对阵 Salesforce
Pipedrive 获胜： lower admin overhead, shorter onboarding, predictable per-user cost
Salesforce 的优势在于： custom object depth, huge partner network, large-account governance
Pipedrive 获胜： sales-first reporting, mature deal forecasting, stronger sales mobile app
周一 CRM 胜出： flexible board building, cross-team work views, colourful task tracking
Pipedrive 获胜： richer automation triggers, larger app marketplace, deeper campaign features
胶囊客户关系管理 获胜方式： a free starter tier, simpler contact records, lighter daily interface
相比之下，Close CRM 的优势更多
This video lines Close CRM up against other options before we dig in:
关闭 CRM 与 即刻
成交 CRM 的关键在于： 嗓音 plus SMS in one place, full deal records, live call routing
立即赢得： inbox rotation at scale, cheaper 冷邮件 seats, deliverability warm-up
成交 CRM 的关键在于： dialer speed, call transcription, cleaner rep workspace
基普 获胜方式： invoicing and payments, appointment booking, small-business marketing automation
成交 CRM 的关键在于： outbound calling, rep-level activity metrics, prospect Smart Views
ActiveCampaign 获胜方式： broadcast email design, lifecycle nurture flows, lower cost per contact
Close CRM 与 Freshsales CRM 的比较
成交 CRM 的关键在于： dialer depth, faster human support, tighter outbound workflows
Freshsales CRM 的优势在于： lower seat pricing, built-in chat widgets, tie-ins to a wider product suite
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 teams. HubSpot suits marketing-led growth. For visual deal tracking on a small budget, Pipedrive still wins.
What is the difference between Pipedrive and Cloze?
They are separate products. Cloze is a relationship assistant that builds contact history automatically. Pipedrive is a sales pipeline CRM for teams that manage deals through stages.
Close IO 的用途是什么？
Close.io is the former name of Close CRM. Teams use it for inside sales: calling, SMS, email sequences, and tracking leads through the pipeline from one screen.
Pipedrive 可以用作 CRM 系统吗？
Yes. It is a full CRM. You store contacts, log sales activities, manage deals across stages, and pull detailed reports on sales performance.
What is better, HubSpot or Pipedrive?
HubSpot offers a free plan and stronger marketing features. Pipedrive costs less on paid tiers and gives sales teams a simpler pipeline. Pick by which side matters more.
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