⚡ 快速结论：
- 定价： Salesforce starts at $25/user/month vs Close 客户关系管理 at $35/seat/month (both billed annually)
- 最适合： Salesforce for enterprise teams needing deep customization; Close CRM for small sales teams focused on high-volume 外联
- 主要区别： Salesforce covers Sales, Service, Marketing, and Commerce Clouds; Close CRM combines calling, email, and SMS into a single sales inbox
- 我们的选择： Salesforce for most growing businesses — it scales further and covers more ground as your team expands
Salesforce vs Close CRM are not trying to be the same thing.
Salesforce is a full-scale customer relationship management platform built for businesses at every stage.
Close CRM is a focused sales tool designed to help small teams make more calls, send more emails, and close more deals faster.
Picking the wrong one means paying for features you’ll never use — or missing the ones you need most.
概述
本次比较涵盖了两个平台的价格、功能和易用性。
Our sources include published documentation, G2 reviews, and each product’s official pricing pages.
我们的 作家 spent hands-on time with Close CRM directly.
Observations on Salesforce come from published documentation and user reviews.
By the end, you’ll know exactly which platform fits your 商业.
Salesforce是什么？
Salesforce is a cloud-based customer relationship management platform founded in San Francisco in 1999.
It serves businesses of all sizes, from startups to the Fortune 500.
The platform covers sales, service, marketing, and commerce through dedicated Cloud products.
Its Einstein AI, now called Agentforce, automates tasks and personalizes customer experiences across the platform.
Salesforce became the world’s largest enterprise software company in 2022 and has been a Dow Jones component since 2020.
Salesforce
The #1 CRM platform for businesses that need to manage sales, service, and marketing in one place. Scales from small teams to large enterprises with near-endless customization options.
Salesforce 定价
以下是 Salesforce 在 2026 年的成本。让我们来详细分析一下。
| 计划 | 价格 | 最适合 |
|---|---|---|
| 基本要素 | 每用户每月 25 美元 | 小型团队开始使用 CRM |
| 专业的 | 每用户每月 75 美元 | Growing teams needing full CRM features |
| 企业 | 每用户每月 150 美元 | 具有复杂需求的大型组织 |
Pricing verified May 2026.
免费试用： Salesforce offers a 30-day free trial on select plans. No credit card required to start.
退款保证： Salesforce does not offer a standard money-back guarantee. Review the terms before committing to an annual plan.
📌 笔记： Salesforce pricing shown is for Sales Cloud. Other Clouds (Service, Marketing, Commerce) are priced separately. Most businesses that want full coverage will pay for multiple products, which raises the total cost significantly.
⚠️ 警告： Salesforce pricing can grow fast. Add-ons, additional Clouds, and premium support tiers are all priced separately. Always get a full quote based on your specific needs before signing an annual contract.
Salesforce 的主要优势
以下是 Salesforce 值得考虑的原因：
- Multiple dedicated Clouds: Salesforce includes Sales Cloud, Service Cloud, Marketing Cloud, and Commerce Cloud as separate products. Each one is built for a specific business function.
- AppExchange marketplace: The Salesforce AppExchange launched in 2006 and now hosts over 5,000 third-party apps. Popular integrations include QuickBooks, Zendesk, and MailChimp.
- 爱因斯坦人工智能和Agentforce： Salesforce’s built-in AI automates routine tasks and personalizes customer experiences. Its 2025 strategy is centered on agentic AI 自动化.
- 数据 云： Salesforce’s Data Cloud works as a data lakehouse, pulling real-time data from multiple sources into a unified view. This supports forecasting and business reporting.
- Complete customer view: Salesforce gives teams a single record with activity history, key contacts, and all prior communications. Nothing falls through the cracks.
- Scales with business growth: Salesforce is built to handle complex relationship management as companies grow. The platform’s customer success resources and scalable infrastructure adapt without requiring a platform swap.
我们的团队注意到了什么
Note: Our hands-on time with Salesforce is limited. The information below is based on published documentation, official feature pages, and G2 user reviews.
G2 reviews highlight Salesforce’s ability to help teams work more cohesively. However, reviewers also note a steep learning curve, particularly for smaller businesses without a dedicated admin. Setup often requires professional help, which adds to the total cost of ownership.
Salesforce 的优点和缺点
✅ 优点
- Most customizable CRM on the market — custom fields, tabs, and email templates all available
- 5,000+ apps on AppExchange for extending functionality
- Covers sales, service, marketing, and commerce in one connected platform
- Einstein AI and Agentforce automate repetitive tasks across the platform
- 无需切换平台即可从小型企业扩展到大型企业
❌缺点
- Pricing grows fast — add-ons and multiple Clouds raise costs significantly
- Steep learning curve — most 小型企业 need an admin or consultant
- Often overkill for very small teams that only need basic contact management
- Implementation costs can exceed the software subscription itself
什么是Close CRM？
Close CRM 是一个以销售为中心的平台，专为中小企业打造。
It combines calling, email, and SMS into a single sales inbox.
Sales reps can make phone calls directly from the browser — no separate phone system needed.
The platform also includes a power dialer and a predictive dialer for teams running high-volume outbound campaigns.
Close CRM is designed to reduce manual data entry by capturing all sales activity automatically on contact timelines.
关闭 CRM
A sales-first CRM for small teams that want built-in calling, email, and SMS in one place. Designed to get your team up and running fast, with a 14-day free trial and free migration help.
关闭 CRM 定价
以下是 Close CRM 在 2026 年的成本。让我们来详细分析一下。
| 计划 | 价格 | 最适合 |
|---|---|---|
| 基本要素 | 每席每月 35 美元 | 小型销售团队从拓展客户开始。 |
| 生长 | 每席每月 99 美元 | Teams needing advanced automation and pipelines |
| 规模 | 每席每月 139 美元 | High-volume teams wanting dialers and call coaching |
Pricing verified May 2026.
Close CRM’s plans include built in calling, texting, and email solutions as core features rather than optional add-ons.
退款保证： Close CRM does not advertise a standard money-back guarantee. Test the platform during the free trial before committing.
📌 笔记： Close CRM’s entry-level plan includes built-in calling, texting, and email — features that require paid add-ons in many other CRM platforms. Higher tiers unlock the power dialer, predictive dialer, and call coaching tools.
⚠️ 警告： Close CRM’s per-seat pricing can add up quickly for larger teams. If your team has more than 10 seats, compare the Scale plan cost against Salesforce Enterprise to see which delivers better value for your use case.
Close CRM 的主要优势
以下是Close CRM值得考虑的原因：
- Unified sales inbox: Email, SMS, and phone calls all live in one inbox. Sales reps spend less time switching between tools and more time talking to prospects.
- Built-in calling and dialers: Close CRM lets users dial directly from the browser. The power dialer and predictive dialer automate the dialing process for high-volume teams.
- Live call coaching: Managers can listen in and coach sales reps during live calls. This is built into the Scale plan without requiring a separate tool.
- Smart Views for lead prioritization: Smart Views filter leads based on specific criteria automatically. Sales reps always know which leads deserve attention first.
- Automated follow-up workflows: Close CRM includes workflow automation for follow-up reminders and email sequences. This reduces manual data entry across the sales process.
- Quick onboarding: Close CRM offers free migration help and a CSV import tool. A motivated team can be fully set up within the 14-day free trial period.
我们的团队注意到了什么
Our writer signed up for Close CRM and explored the platform directly. Here’s what stood out:
关闭 CRM 的优缺点
✅ 优点
- Built-in calling, SMS, and email without needing separate tools
- Quick setup — teams can be operational within the free trial
- Live call coaching is included in higher-tier plans
- Smart Views make lead prioritization automatic rather than manual
❌缺点
- Reporting functionality is limited compared to Salesforce and other CRM platforms
- Integrates with over 80 tools but lacks some key integrations found in larger CRMs
- Less customizable than Salesforce — fewer options for custom objects and workflows
功能对比
Let’s compare Salesforce and Close CRM across the features that matter most to sales teams.
| 特征 | Salesforce | 关闭 CRM |
|---|---|---|
| 起价 | 每用户每月 25 美元 | 每席每月 35 美元 |
| 免费计划 | ❌ | ❌ |
| 免费试用 | ✅ 30天 | ✅ 14天 |
| 内置通话 | ❌（附加组件） | ✅ |
| 强力拨号器 | ❌ | ✅ (Scale plan) |
| 营销自动化 | ✅ (Marketing Cloud) | ❌ |
| 自定义对象 | ✅ | ✅（限量） |
| 应用市场 | ✅ 超过 5000 个应用 | ✅ 80+ integrations |
| 人工智能功能 | ✅ Einstein / Agentforce | ✅ 销售人工智能 |
| 最适合 | Growing and enterprise teams | Small sales teams, high-volume outbound |
1. CRM Platform and Contact Management
Salesforce： Salesforce gives teams a complete view of every customer — including activity history, key contacts, and prior communications. Custom objects, custom fields, and custom tabs let businesses shape the platform to their exact workflow. The MuleSoft Anypoint Platform handles integrations with virtually any system, from SAP to Oracle.
关闭客户关系管理系统： Close CRM tracks all sales activity automatically on each contact’s timeline. It offers custom fields and custom objects, though with fewer options than Salesforce. The focus is on keeping sales reps moving — less time on data entry, more time on actual outreach.
2. 内置通话和通信功能
Salesforce： Salesforce does not include built-in calling natively. Teams that need phone functionality must add it through AppExchange integrations or third-party providers. This adds both cost and setup complexity.
关闭客户关系管理系统： Calling is built directly into Close CRM as a built-in calling feature. Sales reps can dial multiple numbers from their browser without a separate phone system. The platform includes both a power dialer and a predictive dialer, making it especially useful for teams running high-volume outbound campaigns.
⚠️ 警告： If built-in calling is a must-have for your sales team, Close CRM has a clear structural advantage here. Adding calling to Salesforce through a third-party integration typically increases both monthly cost and admin overhead.
3. Automation and Workflow Tools
Salesforce： Salesforce allows users to automate business processes through a point-and-click interface. The platform’s Einstein AI and Agentforce handle more advanced automation, including task routing, predictive scoring, and personalized campaign management through Marketing Cloud.
关闭客户关系管理系统： Close CRM includes workflow automation for email sequences, follow-up reminders, and lead assignments. These features are designed to keep sales reps focused on outreach rather than admin tasks. Automation is straightforward to set up — no technical background required.
4. 报告和分析
Salesforce： Salesforce offers advanced reporting and analytics, including integration with Tableau for data visualization. The Data Cloud unifies real-time data from multiple sources, enabling high-accuracy forecasting. Custom graphs, enhanced reports, and visual analytics are available across plans.
关闭客户关系管理系统： Close CRM provides KPI reports and basic sales performance tracking. G2 reviews note that reporting is one of the platform’s weaker areas — custom graphs are available but the depth of analysis is limited compared to Salesforce. Teams with complex reporting needs may find it restrictive.
5. 人工智能功能
Salesforce： Salesforce’s Einstein AI — rebranded as Agentforce in 2025 — represents a full AI-first strategy. It handles agentic automation, personalized customer experiences, and predictive forecasting. The groundbreaking AI innovation at Salesforce is now centered on 自主 agents that can act without human input.
关闭客户关系管理系统： Close CRM includes Sales AI features focused on helping sales reps prioritize leads and automate outreach tasks. The AI capabilities are practical and sales-specific rather than platform-wide. They are not as broad or configurable as Salesforce’s Agentforce.
6. Integrations and App Marketplace
Salesforce： The Salesforce AppExchange, launched in 2006, now hosts over 5,000 apps. Salesforce also integrates with platforms like SAP, Oracle, QuickBooks, and Zendesk. The MuleSoft Anypoint Platform connects data from almost any system through API templates and pre-built connectors.
关闭客户关系管理系统： Close CRM integrates with over 80 tools, including Zoom Meetings and other productivity apps. The integration library is significantly smaller than Salesforce’s. Teams that rely on specialized enterprise software may find some key connections missing.
7. 易用性和入门指南
Salesforce： Salesforce is designed to be intuitive at the surface level. However, deeper customization and administration require training. Most small businesses bring in a Salesforce consultant or certified admin to handle setup. This adds to implementation costs.
关闭客户关系管理系统： Close CRM is praised for its simplicity and speed of setup. The platform offers a CSV import tool, a free one-click migration tool, and proactive onboarding support. A motivated sales team can be fully operational within the 14-day free trial.
8. 客户支持
Salesforce： Salesforce offers 24/7 customer support on higher-tier plans. Enterprise customers also get access to dedicated success managers. Standard support varies by plan and may require an additional purchase for priority access.
关闭客户关系管理系统： Close CRM offers a help center, API documentation, and product update resources. Customer support is described as proactive during onboarding. Free migration help is included for users switching from other CRM platforms.
9. 定价与成本
| 计划 | Salesforce | 关闭 CRM |
|---|---|---|
| 入门计划 | 25美元/用户/月（基础版） | 35美元/座位/月（基础套餐） |
| 中级 | 75美元/用户/月（专业版） | 99美元/席位/月（增长版） |
| 顶级 | 150 美元/用户/月（企业版） | 139 美元/座位/月（Scale） |
| 免费计划 | ❌ | ❌ |
| 免费试用 | 30天 | 14天 |
Salesforce： Salesforce’s entry price of $25/user/month appears competitive, but the true cost grows with each additional Cloud and add-on. A business that needs Sales Cloud, Service Cloud, and Marketing Cloud pays for each separately. Implementation and admin costs add to the total.
关闭客户关系管理系统： Close CRM starts higher per seat at $35/month but includes built-in calling and SMS that would cost extra in Salesforce. The total cost of ownership can be lower for small outbound sales teams that don’t need the full Salesforce suite. The Scale plan at $139/seat is billed annually.
不同场景
| 如果您需要…… | 选择 | 为什么 |
|---|---|---|
| Built-in calling and dialers | 关闭 CRM | Native calling, no add-ons needed |
| Marketing and commerce tools | Salesforce | Dedicated Marketing and Commerce Clouds |
| 企业级定制 | Salesforce | Custom objects, AppExchange, MuleSoft |
| 快速团队入职 | 关闭 CRM | Free migration, ready in 14-day trial |
| 高级人工智能和预测 | Salesforce | Einstein AI, Agentforce, Data Cloud |
| 大批量外呼销售 | 关闭 CRM | Power dialer, predictive dialer built in |
💰 您的预算
Salesforce’s Essentials plan starts lower at $25/user/month, but the total cost rises quickly with additional Clouds and add-ons. Close CRM costs more per seat upfront but includes calling and SMS without extra charges, which can make it the more cost-effective choice for small outbound teams.
🔌 您的技术栈
Salesforce integrates with over 5,000 apps through AppExchange and connects to enterprise systems via the MuleSoft Anypoint Platform. Close CRM connects to over 80 tools, which covers most common sales apps but may leave gaps for teams with specialized software requirements.
📞 您的销售流程
Close CRM is built for teams that rely on phone calls and email sequences as their primary outreach method. Salesforce is better suited for businesses managing complex sales cycles across multiple channels, including marketing campaigns, service interactions, and commerce workflows.
🎓您的经验水平
Close CRM is praised for being quick to learn — most teams are operational within days. Salesforce has a steeper learning curve and often requires a certified admin or external consultant to configure properly, especially for smaller businesses without dedicated IT resources.
🆓 免费试用和演示
Salesforce offers a 30-day free trial, while Close CRM provides 14 days with free onboarding support included. Both are worth testing with real sales data before committing to an annual plan.
🛟 支持选项
Salesforce provides 24/7 support on enterprise plans, with the option to purchase premium support packages. Close CRM offers proactive onboarding support and free migration help, which is particularly valuable for teams switching from other CRM options.
切换指南
已经在使用这些平台之一了吗？如果您切换到其他平台，以下是您需要了解的内容。
🔄 从 Salesforce 切换到 Close CRM？
✅ 你将获得：
- Built-in calling, SMS, and email sequences without additional tools
- Faster team onboarding with free migration help and a CSV import tool
- Simpler interface that keeps sales reps focused on outreach rather than platform administration
❌ 你会失去什么：
- Access to Marketing Cloud, Service Cloud, and Commerce Cloud capabilities
- Deep customization through AppExchange and over 5,000 third-party apps
- Advanced reporting with Tableau and enterprise-level AI via Agentforce
📋 如何切换：
- Export your contacts, leads, and opportunities from Salesforce as CSV files
- Start a 14-day free trial on Close CRM and use the free migration tool
- Import your CSV data and reconnect your email and phone integrations
🔄 从 Close CRM 切换到 Salesforce？
✅ 你将获得：
- 在一个平台上即可访问销售云、服务云、营销云和商务云
- Over 5,000 app integrations through the Salesforce AppExchange
- Enterprise-level AI through Einstein and Agentforce for forecasting and automation
❌ 你会失去什么：
- Native built-in calling and power dialer without a third-party add-on
- Simple, sales-focused interface that keeps outbound teams moving fast
- Lower platform complexity — Salesforce requires more admin time and often a consultant
📋 如何切换：
- Export your contacts and deals from Close CRM using the built-in data export tools
- Set up your Salesforce org and configure your Sales Cloud with the help of an admin or implementation partner
- Import your data via Salesforce’s Data Import Wizard and reconnect your marketing and communication tools
我们的评测没有涵盖的内容
This comparison focused on small to medium-sized sales teams and standard business use cases. We didn’t evaluate enterprise SSO configuration, custom API development, or Salesforce’s Commerce Cloud for e-commerce workflows. Pricing for multi-Cloud Salesforce deployments and Close CRM bulk licensing wasn’t part of this review. If your team has 50+ seats or requires complex compliance configurations, your experience may differ from what we’ve described here.
最终判决
| 类别 | 优胜者 |
|---|---|
| 💰 定价价值 | 平局（取决于球队规模） |
| 📞 内置通话 | 关闭 CRM |
| 🤖 人工智能与自动化 | Salesforce |
| 📊 报告与分析 | Salesforce |
| 👶 易用性 | 关闭 CRM |
| 🔌 集成 | Salesforce |
| 📈 可扩展性 | Salesforce |
| 🏆 总冠军 | Salesforce |
🏆 获胜者：Salesforce
Salesforce wins 4 out of 7 categories in this comparison.
最适合： Growing businesses, enterprise teams, companies managing sales and service together
Salesforce and Close CRM serve different buyers.
Salesforce is the right call for businesses that need to manage sales, service, marketing, and commerce under one roof.
Its AppExchange, Data Cloud, and Agentforce AI give large teams the infrastructure to scale without switching platforms.
Close CRM wins on calling, simplicity, and speed of setup.
For a small outbound sales team that lives on phone calls and email sequences, it delivers more relevant features at a lower total cost than a basic Salesforce configuration.
If your business grows past the point where Close CRM’s reporting and integrations feel limiting, Salesforce will be waiting.
Salesforce 的更多比较
Here’s how Salesforce stacks up against other CRM platforms:
Salesforce 的优势在于： Deeper customization through custom objects and AppExchange; more powerful enterprise AI via Agentforce; broader multi-Cloud coverage for sales, service, marketing, and commerce
HubSpot 在以下方面胜出： A free CRM tier that Salesforce doesn’t offer; easier setup for marketing-focused teams; lower total cost of ownership for businesses under 50 seats
Salesforce 的优势在于： AppExchange with 5,000+ apps vs Zoho’s smaller marketplace; more recognized brand with stronger enterprise support; superior Data Cloud and Tableau integration for analytics
Zoho CRM 的优势在于： Significantly lower pricing per user; built-in telephony without add-ons; better value for smaller businesses that don’t need Salesforce-level infrastructure
Salesforce 的优势在于： Full platform coverage beyond just sales pipelines; advanced AI and agentic automation through Agentforce; better fit for complex enterprise workflows
管道驱动 获胜方式： Simpler pipeline view that sales reps learn quickly; lower starting price with no enterprise overhead; purpose-built for deal tracking without extra complexity
Salesforce 的优势在于： Larger app marketplace and integration depth; multi-Cloud structure for businesses with service and marketing needs alongside sales; global enterprise support options
Freshsales 在以下方面胜出： Built-in phone and email at a lower price point; faster onboarding for small teams; more transparent pricing without the complexity of Salesforce’s add-on structure
相比之下，Close CRM 的优势更多
Here’s how Close CRM stacks up against other tools sales teams consider:
成交 CRM 的关键在于： Native power dialer and predictive dialer that HubSpot doesn’t include; faster sales-focused setup with less configuration overhead; built-in call coaching for managers
HubSpot 在以下方面胜出： A free tier that lets teams start without any upfront cost; stronger marketing automation tools; larger contact database management features
关闭 CRM 与 GoHighLevel
成交 CRM 的关键在于： Simpler interface designed specifically for sales teams rather than agencies; cleaner sales inbox that keeps reps focused on outreach; purpose-built dialers for B2B sales
GoHighLevel 获胜： Full marketing funnel tools including landing pages and SMS campaigns; white-label options for agencies reselling the platform; broader automation outside pure CRM functions
成交 CRM 的关键在于： Built-in calling that ActiveCampaign doesn’t natively include; sales-first design with Smart Views and lead prioritization; more direct sales team focus without marketing complexity
ActiveCampaign 在以下方面胜出： Deeper email marketing automation with advanced segmentation; better fit for teams that blend marketing and sales in a single workflow; broader contact nurturing tools
常见问题解答
Salesforce究竟是做什么的？
Salesforce is a cloud-based Salesforce CRM platform that helps businesses manage customer relationships across sales, service, marketing, and commerce. As one of the most recognized salesforce products in the industry, it provides tools for tracking leads, automating workflows, running marketing campaigns, and analyzing business data. It was co-founded by Marc Benioff — a former Oracle co founder — in San Francisco in 1999 and has scaled to serve companies of all sizes as a true customer company.
Salesforce 对小型企业来说值得购买吗？
For very small businesses, Salesforce is often more than they need. The Essentials plan starts at $25/user/month billed annually, but implementation costs and the learning curve can make it expensive for teams of fewer than 10 people. Small businesses focused on sales outreach may get better value from Close CRM or another set of crm solutions built for their scale.
什么是Close CRM？它与其他CRM有何不同？
Close CRM is a sales-focused platform that combines calling, SMS, and email into a single inbox. Unlike most CRM options that require separate calling tools, Close CRM has built-in calling features including a power dialer and a predictive dialer. This makes it particularly suited for high-volume outbound sales teams that need full team engagement without juggling multiple tools. Close CRM also supports multiple pipelines, giving teams a visual view of where every deal stands in the sales process.
Close CRM每月费用是多少？
Close CRM offers three plans: Essentials at $35/seat/month, Growth at $99/seat/month, and Scale at $139/seat/month. A 14-day free trial is available on all plans with no credit card required. Pricing is billed annually for the rates listed above. Close offers free migration support to help new users get started without the typical setup friction found in other crm solutions.
那就是 最佳客户关系管理 for sales teams in 2026?
The best CRM depends on your team’s size and priorities. Salesforce is the stronger choice for growing businesses that need enterprise-scale features, multi-Cloud coverage, and deep integrations — including AI agent capabilities through Agentforce. Close CRM is a better fit for small sales teams that prioritize built-in calling, fast onboarding, and a focused outreach workflow. Both offer free trials — test them with real sales data before committing, and choose Close or Salesforce based on how your business grows.
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