Close vs Copper: Which CRM for agencies wins?

Agencies don’t struggle with “finding tools.” They struggle with maintaining consistency in pipeline execution while ensuring delivery remains on track. As lead context shifts between inboxes, calendars, and spreadsheets, follow-ups can falter, handoffs can break down, and forecasting often turns into guesswork. A CRM for agencies must effectively drive new business forward while retaining sufficient account history to facilitate renewals, upsells, and referrals.

Close and Copper address this challenge from distinctive perspectives. Close is tailored for high-volume outbound execution, seamlessly integrating various communication channels and task management to keep sales efforts streamlined. In contrast, Copper excels in its integration with Google Workspace, catering to agencies that rely heavily on Gmail and Google Calendar for client interactions, ensuring a smooth workflow that complements existing habits.

The right CRM choice hinges on the agency's operational needs, preferred communication tools, and the level of automation required to enhance productivity and performance.

为什么2026年的代理机构需要客户关系管理系统？

代理商的收入流失并非源于需求不足。当潜在客户信息分散在邮箱、日历、Slack对话和电子表格中，当跟进工作依赖记忆而非系统时，收入就会不断流失。CRM系统为潜在客户、现有客户、合作伙伴及续约业务建立统一数据源，确保后续步骤清晰可见，责任归属明确。

✔️ 无需电子表格即可实现销售管道可视化与预测

✔️ 集中管理潜在客户和现有客户的邮件、通话及会议信息

✔️ 全团队标准化跟进、交接与后续步骤

✔️ 明确每个潜在客户、交易和账户的所有权，避免流失

✔️ 按来源、服务线和阶段转化进行绩效追踪

到2026年，代理机构将运营更多渠道、决策周期更短、每笔交易涉及的利益相关方更多，客户则期待更快的响应速度和更紧密的协调配合。若缺乏客户关系管理系统（CRM），提案将陷入停滞，潜在客户将流失，续约将延迟，转介处理将出现不一致——因为团队无法在一个平台上全面掌握历史数据和当前计划。

什么是关闭？

Close is a sales CRM specifically designed for outbound execution, seamlessly integrating calling, email, SMS, and task management into the daily workflow. It's particularly suitable for agencies focused on high-volume prospecting, appointment setting, or sales development as their primary service. Pipelines and opportunity statuses effectively track progression, while communication history remains attached to each lead record. With sequences and automations, agencies can establish repeatable outreach and follow-up routines, crucial for success that relies on consistent outbound efforts and rapid iteration.

铜是什么？

Copper is a CRM that prioritizes integration with Google Workspace, allowing users to manage CRM tasks conveniently alongside Gmail and Google Calendar. This makes it ideal for agencies that conduct most client communication and scheduling through Google tools, seeking a CRM solution that aligns with their existing habits. Pipelines monitor opportunities, while contact and account records maintain relationship context. Workflow automation and integrations can help minimize repetitive administrative tasks, making it perfect for teams looking to layer CRM organization onto a Google-centric workflow.

Feature comparison of Close and Copper

Multi-pipeline and custom stages

In Close, you can create multiple pipelines, enabling various teams or processes to utilize their own configurations. Each pipeline can have a unique name and its specific set of opportunity statuses, which serve as the stage structure. This allows for the segregation of activities like new business, renewals, or service delivery tracking into distinct pipelines, ensuring that different processes do not share the same statuses. You can easily modify the pipeline structure by adjusting the opportunity statuses for the relevant pipeline.

Copper also accommodates multiple pipelines when different processes require unique stage flows. You can customize pipeline stages so that the opportunity board accurately reflects how an agency qualifies, scopes, and closes work for each activity. Distinct pipelines can be employed to differentiate between renewals, retainers, and project-based sales while still leveraging the same CRM data model. Changes are managed in the pipeline settings and apply specifically to the selected pipeline.

客户与交易活动追踪

With Close, calls, emails, SMS, and tasks are seamlessly integrated into the CRM, allowing for easy association with relevant leads and opportunities. All communications occur within the platform, and activity histories are readily accessible on records, enabling teams to review past interactions and plan next steps. This feature facilitates effective sales tracking by logging outreach efforts and follow-ups alongside lead and deal information. Depending on configuration, meetings and other touchpoints can also be managed within the same workspace.

Copper maintains deal context by linking various Google Workspace resources, showcasing related communications and activity details for contacts and opportunities. Calendar syncing enables the creation and synchronization of events between Copper and Google Calendar, with changes reflected across both systems based on the sync settings applied. Teams can review activity and relationship histories on records, aiding in smooth handoffs and planning next steps for accounts and opportunities.

自动化与工作流

With Close, sales reporting offers dashboards and reports that concentrate on pipeline health, activity tracking, lead conversion, and sales performance. You can filter reports by date ranges and various criteria, while dashboards can be customized to visualize chosen metrics. The reporting system leverages CRM data, meaning that activity and pipeline insights rely on logged information and the structure of opportunities. Additionally, forecasting and pipeline monitoring are facilitated through the reporting features highlighted in Close's documentation.

Copper Workflow Automation operates on a trigger and action model, enabling the automatic updating or creation of records based on specified events. Automation recipes feature examples like generating tasks from particular triggers, helping to standardize follow-ups and internal handoffs. The behavior of workflows varies according to the trigger conditions and the defined actions, executing in line with the account's automation setup.

报告与分析

Close offers comprehensive sales reporting with dashboards and reports that emphasize pipeline health, activity tracking, lead conversion, and sales performance. You can filter reports by date ranges and various criteria, while dashboards can be customized to visualize the metrics that matter most. This reporting leverages CRM data, meaning that the quality of activity and pipeline insights relies on accurate logging and well-structured opportunities. Additionally, Close’s reporting materials support forecasting and pipeline monitoring through robust reporting capabilities.

In contrast, Copper's reporting is centered on dashboards, metrics, and customizable insights that can be shared or exported, with features like emailing or exporting dashboards as part of your reporting workflow. Setting up reports includes dashboard templates, filters, and editing tools to adapt KPIs and views to the pipeline and activity data being monitored. Furthermore, you can schedule delivery and set alerts as part of the reporting features.

集成与数据卫生

Close allows you to implement integrations via API and event-based webhooks, with its help documentation also guiding users on connecting external apps through platforms like Zapier or Make using OAuth or API keys. To ensure data hygiene, Close features duplicate detection when creating new leads, options to prevent duplicates during imports, and the ability to merge existing leads when duplicates are found. Import workflows include checks for duplicates against both the uploaded file and existing leads, while merge actions effectively consolidate records into a designated lead. Detailed documentation on these controls is available in Close's help resources and product update notes.

Copper provides integrations with various popular tools, including a Zapier integration that connects it to an extensive catalog of external apps for streamlined automation and data transfer. To maintain data hygiene, Copper incorporates a duplicate management workflow, enabling teams to identify and merge duplicate People, Companies, or Leads for record consolidation. This ensures that contact history and account context remain attached to a single record, even when duplicates arise from imports or manual entries.

folk：2026年最佳代理机构客户关系管理解决方案！

folk is an AI-powered CRM that centralizes contacts, conversations, and deal context without turning the setup into a lengthy project. It's designed for agency teams where multiple members engage with the same account throughout prospecting, onboarding, delivery, and renewals. The system maintains a visible record of relationship history, ensuring that transitions do not rely on memory or disorganized notes.

• Multi-pipeline and custom stages tailored for various agency processes
• 整合所有互动记录的联络与交易时间线
• 电子邮件和日历同步功能，用于将对话关联至相应的记录
• 任务、提醒及后续跟踪，确保标准化后续步骤
• Contact enrichment to fill in missing company and contact details
• Deduplication tools to merge duplicates and maintain a clean database
• User-friendly pipeline reporting to oversee stage health and deal progression
• 集成与自动化连接器，以最大限度减少手动更新

For agencies, the primary benefit is operational clarity across simultaneous relationships. Pipelines can represent various revenue streams like retainers, projects, partnerships, and referrals, while tasks and reminders ensure consistent follow-ups across the team. Features that enhance data hygiene, such as enrichment and deduplication, help reduce duplicate records and fill in missing fields, keeping pipeline reporting reliable over time.

结论

In conclusion, Close excels in high-volume outbound sales with seamless communication integrations, while Copper shines with its deep Google Workspace integration, perfect for teams using Gmail and Calendar. However, for agencies prioritizing email integration, automation, and streamlined sequencing, folk stands out as the best alternative. Its user-friendly interface, centralized relationship history, and enhanced data hygiene tools provide operational clarity and efficiency, ensuring teams can manage multiple accounts effortlessly and consistently drive results.

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