⚡ 快速结论：
- 定价： Salesmate starts at $23/user/month. Close 客户关系管理 starts at $35/seat/month.
- 最适合： Close CRM suits high-volume calling teams. Salesmate suits 小型企业 that want one tool for sales, marketing, and support.
- 主要区别： Close CRM builds its whole platform around the phone. Salesmate spreads wider across the full sales process.
- 我们的选择： Close CRM for most outbound sales teams. Its built-in calling and power dialer help reps work more leads each day.
Choosing between Salesmate and Close CRM comes down to one question.
Do you want a phone-first sales engine or an all-in-one CRM software?
Both promise to fix your sales process and help you close more deals.
But they solve that goal in very different ways.
Close CRM is built for sales reps who live on the phone.
Salesmate is built for small businesses that want sales, marketing automation, and support in one place.
概述
This Salesmate vs Close CRM comparison covers pricing, features, calling tools, and pipeline management.
We also break down which CRM fits your sales team best.
Our sources include each company’s documentation, pricing pages, and G2 reviews.
Our writers also spent hands-on time inside both CRM platforms.
这些笔记出现在下面的“我们的团队注意到”部分中。
Salesmate是什么？
Salesmate CRM is an all-in-one cloud-based CRM for sales, marketing, and support.
It helps small businesses manage their sales pipeline in one place.
The platform enriches customer interactions and lifts sales productivity.
Salesmate’s platform replaces many disjointed systems, so you save time and money.
It serves businesses of all sizes, from startups to Fortune 500 companies. Salesmate stands out for teams that want one place to organize every account, with customers and clients tracked across the full sales cycle.
Sectors like SaaS, healthcare, and a 房地产 company all use it daily.
销售员
A unified CRM for sales, marketing automation, and support. Sandy AI handles repetitive tasks. Built for small businesses that want fewer tools.
销售伙伴定价
Here is what Salesmate costs in 2026. Each plan is billed per user.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 基本的 | 每用户每月 23 美元 | Small teams starting with CRM software |
| 专业版 | 每用户每月 39 美元 | 需要自动化的不断壮大的团队 |
| 商业 | 每用户每月 63 美元 | Larger teams with advanced features |
Pricing verified June 2026.
免费试用： Yes. Salesmate offers a 15-day free trial with no credit card required.
退款保证： Salesmate does not advertise a standard refund window. Test the platform during the free trial first.
📌 笔记： Higher tiers unlock advanced features like custom objects, custom graphs, and deeper marketing automation. A Black Friday promo offers 10% off annual plans.
⚠️ 警告： Some users report Salesmate can delete leads if a payment is missed. Keep your billing current to protect your data.
Salesmate 的主要优势
Here is what makes Salesmate worth a look:
- Sandy AI 自动化： Sandy AI drafts emails and summarizes calls. It handles routine admin work and helps with lead qualification.
- 可视化销售流程： A clear pipeline lets you track deals across each stage. Pipeline management stays simple even with multiple pipelines.
- 700 多个集成： It connects with Google Apps, Microsoft Apps, and Slack. Zapier integrations link it to other apps without code.
- 内置通话： Make phone calls with call recording and voicemail drops. There is no separate phone system to manage.
- 会议安排器： The meeting scheduler lets prospects book meetings online. This saves time for busy sales reps.
- Automation Journeys: Multi-channel drip campaigns run follow ups for you. This cuts repetitive tasks across the sales process.
- 移动CRM： A mobile app gives full access to data and activities. You can manage leads from any mobile device.
Salesmate also automates data entry by enriching contacts and logging every interaction.
The platform is designed to help you generate more leads and build lasting customer relationships.
我们的团队注意到了什么
我们的 作家 signed up for Salesmate and spent several days inside the tool. Here is what stood out from that hands-on time. For context, Salesmate is rated “Great” with 4.1 / 5 on Trustpilot, and our experience lined up with that score:
Salesmate 的优缺点
✅ 优点
- Lower entry price than Close CRM at $23 per user
- Sales, marketing automation, and support in one CRM
- 700+ integrations, including Google Apps and Microsoft Apps
- Fully customizable to fit unique sales processes
- Support team is fast and often praised by users
❌缺点
- Some bugs in the email template editor and automation journeys
- Marketing automation trails dedicated marketing tools
- Reports of leads being deleted after a missed payment
什么是Close CRM？
Close CRM is a sales platform built for small and medium sales teams.
It focuses on turning leads into revenue with high-velocity outbound sales.
Close offers built-in calling, so reps make phone calls right from the browser. This built in calling approach means no extra phone tool to wire up.
It blends email, calling, and SMS into a single inbox.
This mix of CRM and sales engagement is not typical for most CRMs.
Close CRM holds a 4.7/5 rating on G2 from user reviews.
🏆 Winner: Close CRM
A phone-first CRM for outbound sales teams. Built-in calling, power dialer, and a single inbox keep reps working more leads each day.
关闭 CRM 定价
Here is what Close CRM costs in 2026. Each plan is billed per seat.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 基本要素 | 每席每月 35 美元 | Startup features for new sales teams |
| 生长 | 每席每月 99 美元 | Professional features and call coaching |
| 规模 | 每席每月 139 美元 | Advanced features for larger teams |
Pricing verified June 2026.
免费试用： Yes. Close CRM offers a 14-day free trial with no credit card needed.
退款保证： Close does not advertise a fixed refund window. Use the free trial to confirm fit before you pay.
📌 笔记： Higher tiers add call coaching, custom objects, and more outbound calling minutes. The Essentials plan covers core startup features for small teams.
⚠️ 警告： Our research found older Close plans named Startup, Professional, and Enterprise (around $59, $109, and $149 per seat). Close has since moved to the Essentials, Growth, and Scale plans shown above. Always confirm current pricing on the Close site before you buy.
Close CRM 的主要优势
以下是Close CRM值得考虑的原因：
- 内置通话： A power dialer and predictive dialer let reps dial multiple numbers fast. You can work through many phone calls without a separate phone system.
- Single Inbox: Email, calls, and SMS sit in one timeline. Every interaction is captured on each lead’s profile.
- 智能视图： Smart Views filter leads by your own criteria. This helps sales reps focus on the best prospects first.
- 工作流程自动化： Workflows send automated follow-up reminders. They lift response rates without manual data entry.
- 电话辅导： Managers can join live calls to coach sales reps. This builds skills across the whole sales team.
- 快速安装： A CSV import tool and free one-click migration move your data in quickly. Quick onboarding drives full team engagement.
- 80 多种集成： Close connects with 80+ other tools and exposes all the necessary APIs for any developer on your team.
Close also emphasizes 安全, so your customer data stays protected and managed with care.
The platform ships clear product updates and a help center with API documentation.
我们的团队注意到了什么
Our writer signed up for Close CRM and used it for everyday 外联 tasks. Here is what stood out from that hands-on time:
关闭 CRM 的优缺点
✅ 优点
- Best-in-class built-in calling with power and predictive dialer
- Email, calls, and SMS handled in a single inbox
- Smart Views filter leads for sharp prioritization
- Fast setup with CSV import and free one-click migration
- Quick onboarding drives full team engagement
❌缺点
- Higher entry price at $35 per seat
- Reporting functionality is weaker than rivals
- Not as customizable as some other CRMs
功能对比
Ready to compare Salesmate and Close CRM feature by feature?
We line up ten key areas so you can match each tool to your sales process.
| 特征 | 销售员 | 关闭 CRM |
|---|---|---|
| 起价 | 每用户每月 23 美元 | 每座每月 35 美元 |
| 免费试用 | ✅ 15 days, no card | ✅ 14天 |
| 内置通话 | ✅ | ✅ |
| 强力预测拨号器 | ❌ | ✅ |
| 营销自动化 | ✅ | ❌ |
| 会议安排器 | ✅ | ❌ |
| Smart Views / Lead Filters | ✅ | ✅ |
| 集成 | 700+ | 80+ |
| Reporting Depth | 缓和 | 基本的 |
| 最适合 | 一体化小型企业客户关系管理系统 | High-volume calling teams |
1. Built-in Calling & Power Dialer
销售员： Salesmate includes built-in calling with call recording and voicemail drops. Reps make phone calls from the app or a mobile device. It covers the basics well, but there is no power dialer to dial multiple numbers in a row.
关闭客户关系管理系统： Close offers a power dialer and a predictive dialer. Reps dial multiple numbers automatically and talk to more prospects per hour. For high-volume inside sales teams that live on the phone, this is the standout strength.
⚠️ 警告： If calling is not central to your work, Close CRM’s dialer power may be more than you need.
2. Lead & Contact Management
销售员： Salesmate stores contacts, accounts, and companies in one tidy view. Contact and Deal Intelligence pulls emails, calls, and notes together. You can track companies and manage leads without manual data entry.
关闭客户关系管理系统： Close captures every interaction on a lead’s profile timeline. Smart Views filter leads by your own rules so reps focus on the right prospects. The single inbox keeps email, calls, and SMS in one place.
3. Sales Pipeline & Deal Tracking
销售员： A visual sales pipeline lets you track deals and spot stalls. You can run multiple pipelines for different teams or products. Drag-and-drop pipeline management keeps the sales pipeline current with little effort.
关闭客户关系管理系统： Close uses a visual pipeline view to surface bottlenecks fast. Managers can see where deals slow down and step in. It is built to help sales reps close more deals with less back and forth.
4. Sales Automation & Workflows
销售员： Automation journeys run multi-channel drip campaigns and follow ups. Salesmate automates repetitive tasks so reps spend more time selling. 聊天机器人 can also capture leads from your site around the clock.
关闭客户关系管理系统： Close workflows send automated follow-up reminders to lift response rates. Sales automation handles routine steps without manual work. The focus stays on outbound calls and quick replies.
5. Email Tools & Sequences
销售员： Salesmate ships email templates, email tracking, and bulk email tools. It works inside Gmail through a browser extension. You can send email sequences and trigger follow ups based on opens and clicks.
关闭客户关系管理系统： Close runs email sequences right beside its calling tools. Email tracking shows opens and replies on each lead timeline. Reps can mix calls and email in one outreach flow.
6. 报告与分析
销售员： Salesmate gives actionable insights through dashboards and reports. You get custom graphs to read sales performance at a glance. Built-in sales forecasting helps you plan the next quarter.
关闭客户关系管理系统： Close offers quick KPI reports for training and reviews. Many users find its reporting functionality weak compared to other CRM platforms. If deep analytics drive your sales team, this is a real gap.
7. AI & Smart Features
销售员： Sandy AI drafts emails, summarizes calls, and qualifies leads. By 2026, Salesmate aims to guide the full cycle from lead capture to deal closure. This adds real productivity for small teams with no analyst on staff.
关闭客户关系管理系统： Close Sales AI suggests next steps and surfaces deal risk. It leans on call data, since the phone is the heart of the platform. The tools stay simple and tied to outreach.
8. 集成
销售员： Salesmate integrates with over 700 apps. That list spans Google Apps, Microsoft Apps, Slack, and Zoom meetings. Zapier integrations connect it to other apps, which users call a huge plus.
关闭客户关系管理系统： Close connects with 80+ other tools and exposes all the necessary APIs. It lacks a few key integrations found in larger CRM software. When a link is missing, the support team will offer numerous workarounds.
9. Meeting Scheduler & Web Forms
销售员： The meeting scheduler lets prospects book meetings online. This saves time and cuts the email back-and-forth. It syncs with your calendar so double-bookings stay rare.
Salesmate also lets you create personalized web forms to capture leads.
关闭客户关系管理系统： Close has no native meeting scheduler or web form 建筑商. You connect a tool like Calendly through its integrations instead. For a phone-first team, this rarely slows things down.
10. Customization & Team Collaboration
销售员： Salesmate is fully customizable for unique sales processes. You set custom fields and shape the system around your team. Team collaboration tools let you tag teammates and share notes.
关闭客户关系管理系统： Close supports custom objects and custom fields, but it is not as flexible as some other CRMs. The trade-off is speed and a clean setup. Most teams accept fewer options for a faster start.
11. 定价与成本
让我们来对比一下这些价格方案。
| 计划 | 销售员 | 关闭 CRM |
|---|---|---|
| 免费试用 | 15天，无卡 | 14天 |
| 入门计划 | Basic — $23/user/mo | Essentials — $35/seat/mo |
| 中期计划 | Pro — $39/user/mo | Growth — $99/seat/mo |
| 最高计划 | Business — $63/user/mo | Scale — $139/seat/mo |
销售员： Salesmate is the cheaper entry point at every tier. For small businesses that want to save money, the gap is real. You also get marketing automation bundled in, which can replace several other companies’ tools.
关闭客户关系管理系统： Close costs more, and its entry-level pricing sits mid-tier among CRM options. You pay for best-in-class calling and a fast, focused setup. Higher tiers add call coaching and more advanced features.
不同场景
| 如果您需要…… | 选择 | 为什么 |
|---|---|---|
| 预算紧张 | 销售员 | $12 cheaper per user at entry |
| 大量通话 | 关闭 CRM | Power and predictive dialer |
| 营销自动化 | 销售员 | Drip campaigns built in |
| Fast outbound setup | 关闭 CRM | One-click migration |
| One tool for everything | 销售员 | Sales, marketing, and support |
| Beginner-friendly calling | 关闭 CRM | Simple, quick onboarding |
💰 您的预算
Salesmate wins on price at every plan and helps you save money. If budget drives the call, the runner-up may suit you better than the winner.
🔌 您的技术栈
Salesmate’s 700+ integrations cover more other tools and other apps. Close offers fewer links, but when one is missing the team will provide alternative options.
📞 您的通话音量
If reps dial all day, choose Close for its power dialer. To work more leads and book more meetings on the phone, its calling is hard to beat.
🎓您的经验水平
By your fourth CRM trial, you know setup speed matters. Close is quick to train users, while Salesmate rewards a little more extensive research up front.
🆓 免费试用和演示
Both let you test before you pay. Start a free trial today and run a real campaign so you can see which fits your sales team.
🛟 支持选项
Salesmate’s support team is praised as quick and helpful. Close offers proactive onboarding with free migration help.
切换指南
已经在使用这些工具了吗？如果您切换到其他工具，可能会遇到以下情况。
🔄 Switching from Salesmate to Close CRM?
✅ 你将获得：
- Power and predictive dialer to dial multiple numbers fast
- Live call coaching for managers and sales reps
- Faster onboarding with free one-click migration
❌ 你会失去什么：
- Built-in marketing automation and drip campaigns
- The native meeting scheduler and web forms
- 700+ integrations across Google Apps and Microsoft Apps
📋 如何切换：
- Export your contacts and deals from Salesmate as a CSV
- Create a Close CRM account and start the trial
- Use the free one-click migration tool to import your data
🔄 Switching from Close CRM to Salesmate?
✅ 你将获得：
- A lower price and the chance to save money each month
- Marketing automation, web forms, and a meeting scheduler
- Sandy AI plus deeper customization of the sales process
❌ 你会失去什么：
- The power dialer and predictive dialer for heavy calling
- Live call coaching during outbound calls
- The tight phone-first focus that speeds up reps
📋 如何切换：
- Export your leads and accounts from Close as a CSV
- Create a Salesmate account and open the 15-day trial
- Use the CSV import tool to load contacts and deals
我们的评测没有涵盖的内容
This comparison focused on small businesses and outbound sales teams. We did not test enterprise contracts, custom developer builds, or every edge case in each system. Our notes reflect the June 2026 versions, so features may shift after that date. If you run a large team with heavy custom objects, your priorities may differ from what we covered here.
最终判决
| 类别 | 优胜者 |
|---|---|
| 💰 定价 | 销售员 |
| 📞 Calling & Dialer | 关闭 CRM |
| 🤖 Automation & Marketing | 销售员 |
| 🔌 集成 | 销售员 |
| 👶 易用性 | 关闭 CRM |
| 📊 报告与分析 | 销售员 |
| 🏆 总冠军 | 关闭 CRM |
🏆 WINNER: CLOSE CRM
Close CRM takes the overall pick for outbound sales teams.
最适合： High-volume calling, fast setup, and reps who close more deals on the phone
Salesmate and Close CRM are two very different products.
Salesmate is a wide all-in-one CRM for sales, marketing, and support. Many small business owners absolutely love Salesmate for replacing at least six others tools in their stack.
Close CRM is a tight phone-first engine for high-velocity outbound sales. Its pipeline feels perfectly laid out for reps who live on calls.
If you want the lowest price and built-in marketing automation, Salesmate is the smarter buy. If calling drives your revenue, choose Close to move faster and close more deals.
Salesmate 的对比更多
Salesmate competes with various options in the CRM software space. Here is how it stacks up:
Salesmate 获胜条件： Lower entry price, simpler setup for small businesses, bundled calling at no extra cost
HubSpot 在以下方面胜出： Deeper marketing automation, a larger app marketplace, stronger free tier for big teams
Salesmate 与 Freshsales CRM 的比较
Salesmate 获胜条件： Sandy AI for routine tasks, more flexible custom fields, 700+ integrations including Microsoft Apps
Freshsales 在以下方面胜出： Tighter Freshworks suite fit, cleaner contact scoring, broader phone coverage by region
Salesmate 对阵星期一 客户关系管理
Salesmate 获胜条件： Built-in calling and email tracking, sales forecasting, a meeting scheduler for prospects
周一 CRM 胜出： Colorful boards, broad project workflow, easy cross-team task management
销售员 vs ActiveCampaign
Salesmate 获胜条件： Full CRM with pipeline management, native calling, and a real estate company use case fit
ActiveCampaign 在以下方面胜出： Email campaigns at scale, advanced segmentation, deeper automation recipes
相比之下，Close CRM 的优势更多
Close CRM faces several strong CRM options too. Here is how it measures up:
险胜： Faster outbound calling, a power dialer for reps, quicker onboarding for full team engagement
HubSpot 在以下方面胜出： Richer reporting dashboards, a bigger free plan, marketing and service tools under one roof
关闭 CRM 与 Salesforce
险胜： Plug-and-play calling from the desktop, far less setup time, friendlier pricing for small teams
Salesforce 的优势在于： Endless customization, enterprise scale, and an app for nearly every workflow
Close CRM 与 Freshsales CRM 的比较
险胜： Predictive dialing for heavy phone work, live call coaching, a single inbox for every conversation
Freshsales 在以下方面胜出： Lower starting price, built-in chat, and tighter ties to other Freshworks tools
险胜： Phone-first design, fast lead search, and capturing every call on the lead timeline
周一 CRM 胜出： Visual planning boards, flexible views, and lighter pricing at the entry tier
常见问题解答
Salesmate是做什么用的？
Salesmate is a CRM used to manage the sales process. It tracks leads, runs marketing automation, handles calls, and helps teams build lasting customer relationships in one place.
Close每月费用是多少？
Close CRM starts at $35 per seat each month on the Essentials plan. The Growth plan is $99 and the Scale plan is $139 per seat monthly.
Close.io 是一个客户关系管理系统 (CRM) 吗？
Yes. Close, once called Close.io, is a CRM built for outbound sales teams. It blends customer relationship management with sales engagement and built-in calling.
Close 与其他 CRM 系统有何不同？
Close puts the phone first, with a power dialer and a single inbox. Most other CRMs treat calling as an add-on, while Close treats it as the core.
销售中的客户关系管理系统（CRM）是什么？
A CRM, or customer relationship management tool, stores contacts, deals, and activity. It helps sales reps track prospects, run outreach, and close more deals with less data entry.
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