Compare BankSight vs Capsule vs Vtiger

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BankSight

 0 ratings CRM

Capsule

 4 ratings CRM

Vtiger

 18 ratings CRM
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84%
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88%
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About BankSight

BankSight enables retail and business bankers to deliver meaningful experiences to their customers through timely, intelligent and actionable customer insights and a single view of the customer. The results are increased NPS scores, higher cross-sell & referral ratios that increase revenues, and more loyal, committed customers with less customer attrition. Bankers never miss opportunities to proactively engage with their customers.

BankSight Intelligent Banking CRM is powered by banking-specific machine learning technologies and is purpose-built for community and regional banks, and credit unions. BankSight runs on Microsoft Azure and Dynamics 365. BankSight solution sets include:

  1. Perfect Small Business Outreach - Improve how well you market to small businesses in your community by giving your bankers timely insights, events, and alerts about new opportunities.

  2. Reduce Valuable Customer Churn - Automatically flag transactions—from auto-payment cancellations to money in motion—so your bankers can proactively reach out to at-risk customers.

  3. Protect and Expand Lending Relationships - Make it easier for your bankers to monitor loans, renewals and pre-screens, and to capture new lending applications—because your current customers are often your most loyal customers.

4.Attract Investment Advisory Services - Attract more wealth management advisory services by identifying customers most likely to benefit from your offerings.

Community and regional banks and credit unions are increasingly facing cutthroat competition and market challenges from a combination of forces including upstart fintechs, the largest national banks and regulatory compliance requirements. BankSight helps community and regional financial institutions protect their most valuable customer relationships while improving their customers' financial futures.

About Capsule

Capsule is an easy-to use CRM system suitable for small to medium-sized businesses, particularly those using Google Apps.
Used by thousands of businesses globally, it is competitively priced and it provides a feature set that will allow its users to efficiently manage a large database, identify business opportunities, track communications and manage a sales pipeline with relative ease.

About Vtiger

Benefits of a Vtiger CRM System:

  • Increase revenue through better deal nurturing and follow-ups
  • Improve customer relations
  • Accelerate Sales Cycles
  • Better internal communication & collaboration
  • Boost Sales and Support team productivity
  • Enforce best practices through process templates
  • Automate repetitive tasks
  • Get better insights on customers
  • Increase customer retention
  • Lessen risks to deals

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management

Summary

  • Intelligent Banking CRM including a Commercial Lending Deal Builder Application

  • BankSight runs on Microsoft Azure and Dynamics 365

Summary

  • Manage your contacts all in one place and share the same view of a contact with your team. Track all communication with a contact and attach files and notes to a contact record.

  • Tasks and Calendar Create tasks for appointments, meetings, phone calls, submission deadlines and more. See who’s doing what and share tasks with co-workers.

  • Tracks Create Tracks to make sure the same set of tasks are followed for each sales opportunity or case.

  • Sales PipelineGet a complete summary of your opportunities with our sales dashboard, including potential values, where they are in your pipeline, and what needs to be done next.

  • Customize Capsule Create custom fields to capture information unique to your business and create custom tags to group contacts how you want them to be categorised

  • Capsule Mobile Use the Capsule mobile app and stay in the loop wherever you are.

Summary

    No key features associated with this application.

Pricing

  • Starting from: $15.00/month
  • Credit card required: Yes
  • Free: Up to 2 users; 10MB storage; 250 contacts
    Professional: $15/month, per user. 30 day free trial; 2GB storage per user; 50,000 contacts.

Free

Free
Included in plan:
  • 2 Users
  • 250 Contacts
  • Unlimited Opportunities
  • Unlimited Cases
  • 10MB of Storage

Professional

$15.00
1 user(s) / month
Included in plan:
  • 2GB storage per user
  • 50,000 contacts
  • Unlimited opportunities
  • Unlimited cases
  • Premium integrations such as GSuite, Xero, FreshBooks, Mailchimp, Wufoo

Pricing

Sales Starter

$10.00
1 user(s) / month
Included in plan:
  • Contacts & Organizations
  • Pipeline Management
  • Smart Webforms
  • Document Insights

FAQs

    Does this service offer an API?
  • BankSight offers over 1000+ APIs that can be leveraged for clients.

  • Who are the main user groups of this service?
  • BankSight is purpose-built for customer representatives and bankers at community and regional banks, and credit unions.

  • Does this service offer multi-user capability (e.g. teams)?
  • BankSight has a deep banking-authorization model that enables access and controls from the business-level, to teams, to individuals.

  • What platforms does this service support?
  • BankSight runs on Microsoft Azure and Dynamics 365.

  • What are some applications this service is commonly used in tandem with?
  • BankSight integrates with PowerBI, Office365, Linkedin, and other Microsoft products. BankSight has pre-built integration to common Core Banking applications and 3rd party financial data including TransUnion and CoreLogic.

  • Does this service offer guides, tutorials and or customer support?
  • BankSight offers guides, tutorials, and 24/7 customer support.

  • What is this service generally used for?
  • BankSight including Dynamics 365 can be used to market, sell, and service to customers.

FAQs

    Does this service integrate with any other apps?
  • Capsule integrates with: G Suite; invoicing and accounting apps such as Xero, email marketing apps, website forms, contract and proposal apps, helpdesk support, telephone, VoIP and web chat services and more.

  • Does this service offer guides, tutorials and or customer support?
  • There is email support Monday to Friday and an extensive set of support documentation as well as getting started guides.

  • What are some applications this service is commonly used in tandem with?
  • It is most commonly used with G Suite, Xero, FreshBooks, MailChimp, Zendesk, Wufoo Forms, Zapier and lots of other services.

  • Does this service offer an API?
  • The Capsule API allows developers to create applications that can retrieve or update data in Capsule account. There's a link to the API docs on the website.

  • Who are the main user groups of this service?
  • Main users of this service are small and medium-sized companies.

  • What is this service generally used for?
  • It is used for customer relationship management, and contacts and pipeline management.

  • What platforms does this service support?
  • This service is web-based, works on Linux, Mac, Windows, Android, and iPhone.

  • Does this service offer multi-user capability (e.g. teams)?
  • It offers multi-user capability.

FAQs

    No FAQs associated with this application.

Vendor Information

Founded:
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Based in:
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Employees:
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Likes:
Followers:
22

Vendor Information

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Vendor Information

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Other

Who uses BankSight
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses Capsule
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses Vtiger
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Arabic, Czech, Bulgarian, German, French, Indonesian, Korean, Italian, Japanese, Polish, Portuguese, Romanian, Chinese, Vietnamese
Regional Restrictions:
No restrictions.
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