Capsule’s quick infoOur score: 4 out of 5 Beginning value: Free Key options:
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Capsule is buyer relationship administration software program that gives a wide range of gross sales and advertising options at aggressive costs. Its contact administration and pipeline instruments assist companies visualize particular person leads and whole initiatives from one dashboard with all of the up to date data for detailed dwell reporting. Capsule even gives an AI content material assistant to assist reps create participating emails to nurture leads nearer to a sale.
Capsule can assist startups searching for an economical instrument and small and mid-sized corporations wanting intuitive on-line software program. For those who’re searching for a platform that may deal with a bigger capability of customers, gives extra strong tech options, or has particular trade specializations, there are different choices to think about.
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monday CRM
monday CRM
Staff per Firm Dimension
Micro (0-49), Small (50-249), Medium (250-999), Giant (1,000-4,999), Enterprise (5,000+)
Any Firm Dimension
Any Firm Dimension
Options
Calendar, Collaboration Instruments, Contact Administration, and extra
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HubSpot CRM
HubSpot CRM
Staff per Firm Dimension
Micro (0-49), Small (50-249), Medium (250-999), Giant (1,000-4,999), Enterprise (5,000+)
Micro (0-49 Staff), Medium (250-999 Staff), Giant (1,000-4,999 Staff), Small (50-249 Staff)
Micro, Medium, Giant, Small
Pricing
- Free tier: Free for as much as 250 contacts and 50MB of storage per account.
- Starter: $18 per person monthly when billed yearly, or $21 per person when billed month-to-month. This consists of every thing within the free tier, plus 30,000 contacts, one gross sales pipeline, one undertaking board, 50 customized fields, and extra.
- Progress: $36 per person monthly when billed yearly, or $38 per person when billed month-to-month. This tier helps every thing in Starter, plus 60,000 contacts, 5 gross sales pipelines, 5 undertaking boards, superior gross sales reporting, and extra.
- Superior: $54 per person monthly when billed yearly, or $60 per person when billed month-to-month. Options on this tier embrace every thing in Progress, plus 120,000 contacts, 1,000 AI content material assists, and extra.
- Final: $72 per person monthly when billed yearly, or $75 per person when billed month-to-month. This tier gives every thing within the Superior tier plus a devoted account supervisor and limitless customized fields.
Key options of Capsule
E mail advertising
Capsule has a sister firm referred to as Transpond that the CRM software program seamlessly integrates with. Transpond is a particular advertising instrument that pulls and syncs all of the contact data, profiles, customized fields and extra straight from Capsule to assist set up them into segmented advertising lists. Any updates to data in a single instrument routinely displays within the different, making it straightforward for companies to run advertising campaigns and interact with high leads.
Misplaced purpose reporting
Capsule gives a wide range of gross sales studies the place customers can pull particular insights round particular person gross sales reps, purchasers, and initiatives. These studies embrace gained / misplaced alternatives, leaking pipelines, common time to gained, common gross sales worth, and misplaced causes. Capsule’s distinctive misplaced causes perception web page tracks each misplaced sale and defines the highest purpose it didn’t shut. This characteristic may also help people or total groups determine gaps of their gross sales course of to arrange higher rebuttals.
Workflow automation
Capsule’s workflow automation instruments assist companies scale back guide work, velocity up their processes and assist shut out duties successfully and constantly. As an operational CRM, customers of Capsule can arrange workflows and set off actions to assist gross sales reps and managers at each stage of their gross sales cycle.
Along with gross sales duties, Capsule’s automations could be utilized to different enterprise processes. For instance, inside the undertaking administration characteristic, customers can automate new rent processes to get new staff able to work faster.
Pipeline administration
Having gross sales pipeline administration software program permits organizations to view a abstract of all gross sales alternatives, together with potential earnings, their standing within the pipeline, and what must be accomplished subsequent. Capsule’s pipeline characteristic gives detailed alternative monitoring and whole gross sales course of customization. Capsule additionally gives a particular a number of gross sales pipeline view the place companies can create pipelines that symbolize totally different merchandise, providers, and markets.
Capsule execs and cons
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Options to Capsule
Capsule supplies a typical free trial along with a wholly free CRM instrument. This free tier does include limitations round what number of contacts it could assist, no workflow automations, and capped integrations. Due to this, it is sensible to see how Capsule compares to different suppliers with free variations of their instrument or which may cater to equally sized companies.
Prime alternate options to Capsule embrace HubSpot, Pipedrive, and monday CRM.
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HubSpot
HubSpot is a very talked-about buyer platform that connects gross sales, advertising, and knowledge groups by means of personalized dashboards and open-source CRM integrations. Each HubSpot and Capsule supply gross sales analytics and reporting instruments that may show pipeline income and particular person and group reporting. HubSpot uniquely gives over 1,500 further applied sciences that may be built-in into the platform to make the instrument extraordinarily customizable.
For extra data, take a look at our impartial HubSpot assessment.
Pipedrive
Pipedrive is a sales-forward software program that helps companies of all sizes, and a number of industries, optimize lead administration and gross sales pipelines with AI and automations. Much like Capsule, Pipedrive customers reward its intuitive pipeline administration and gross sales monitoring interface. Whereas Pipedrive doesn’t have a without end free plan like Capsule, its paid tiers and have add-ons are barely extra reasonably priced than Capsule.
Learn our Pipedrive assessment for extra insights into its pricing, options, and extra.
monday CRM
monday CRM can be an operational CRM software program that gives a number of undertaking administration centered instruments for companies. Much like Capsule, monday CRM’s cellular app is intuitive and helps gross sales reps not solely view lead contact data but in addition log new exercise. monday CRM does supply a really restricted without end free plan just for college students or non-profits that submit an utility for case-by-case approval.
To study extra, head over to my monday CRM assessment.
Evaluate methodology
To critically and successfully assessment CRM suppliers like Capsule, I used an in-house rubric with standards and subcriteria that cowl normal CRM software program choices. I in contrast Capsule’s options, pricing plans, ease of use, and extra in opposition to high CRM suppliers and their requirements. I referenced Capsule’s on-line sources in addition to actual CRM person suggestions.
Capsule was scored with the next standards breakdown:
- Value: Weighted 25% of the overall rating.
- Core options: Weighted 25% of the overall rating.
- Integrations: Weighted 15% of the overall rating.
- Customizations: Weighted 15% of the overall rating.
- Ease of use: Weighted 10% of the overall rating.
- Buyer assist: Weighted 10% of the overall rating.
Often requested questions (FAQs)
What’s Capsule CRM used for?
Capsule is a gross sales and marketing-forward CRM that may assist small to mid-sized companies handle offers, monitor productiveness, and enhance total buyer satisfaction. Instruments like gross sales pipelines, electronic mail advertising, contact, and workflow administration all assist particular person gross sales reps, gross sales groups, and gross sales managers visualize ongoing offers to get them to the closed stage, all from one intuitive interface.
How a lot does Capsule CRM value?
Capsule has a free model of their instrument that has restricted options in comparison with the paid tiers. The primary paid plan by Capsule is $18 per person, monthly when billed yearly. From there, costs differ relying on the extent of feature-access and performance your enterprise needs. There are additionally characteristic add-ons that companies can choose for a further month-to-month charge.
Is Capsule straightforward to make use of?
Since Capsule is made for small companies, it does have a comparatively intuitive UX/UI that doesn’t require intensive technical experience to customise. Actual customers reward its flexibility and easy-to-learn interface. Along with a web based library of assist articles, video tutorials, and up to date blogs, Capsule additionally gives a free iOS and Android cellular app for added accessibility on the go.