Compare Capsule vs RocketBolt vs AddressTwo CRM

Capsule

CRM
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Crozscore:

77%
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57%
interest falling

Crozscore:

55%
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100%
53%
interest rising

Crozscore:

50%
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90%
39%
interest falling
Capsule screenshot view 5 more RocketBolt screenshot view 5 more AddressTwo CRM screenshot view 2 more

Software Description:

Capsule is a solid, easy-to use CRM system which is a good tool for small to medium-sized businesses, particularly those using Google Apps.
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.

Software Description:

RocketBolt is a simple, yet powerful lead tracking tool that decreases the amount of time sales teams waste researching and monitoring leads.RocketBolt integrates seamlessly with your current marketing and sales workflows to record lead activity.Once a high-priority lead is identified, RocketBolt continuously monitors that lead's activity - on your website, in the news, and across social media; and alerts sellers to key strategic contact opportunities in real time.

Software Description:

Small business is about relationships. And not only customers...you have prospects, leads, partners, and more.

AddressTwo is a simple CRM that helps your business to generate new relationships, build existing relationships, and track your key relationships that matter most!

The key to success lives within your contacts. AddressTwo provides you with the tools to keep your prospects and clients organized and your communication history up-to-date. Bcc Addy on all outgoing emails, and let her auto populate your CRM with your email history for you. Use our Webforms, or integrate with your existing web or social media forms, to push all inquiries directly into the CRM.

Ever lost out on a deal or sale because you forgot to follow up? Our Task feature helps you remember important follow-ups so you are always on top of your game. Set a Task for calls, emails, administrative work and more, and have your to-do list ready and waiting for you every day. Complete a Task, and schedule a new Task within the same window, so you never forget again.

AddressTwo provides you with Simple CRM and Email Marketing in one solution! Simplify your Email Marketing with our drag and drop Templates and Automated Campaigns. Target each campaign with Lists and Queries, ensuring only relevant content is received by your audience. See which campaigns are successful by tracking your open and click rates for further benefits.

Easily customize your Pipeline with the desired fields relevant to your business processes. With the ability to see open opportunities at a glance, quickly review your proposals and quotes to make sure you are on track for your goals. Generate reports for company-wide and individual forecasting to better understand your successes…and not so successes.

Improve sales efficiency with our Lead Scoring feature within our Customer Relationship Accelerator plan. Anytime a prospect reacts to your email marketing, AddressTwo measures their level of engagement within the email, and on your website, updating their score in your CRM. Every time they return to your site outside an email, the scoring continues. Spend less time cold calling and more time contacting hot and warm leads!

Access free Video Tutorials online
View a list of Professional Training and Development Services
Wednesday Webinars!
Small Business blogs

Features:

  • Multi-Currency
  • Click-to-Dial
  • Dashboard
  • Customer Management
  • Lead Management
  • Task Scheduling/Tracking
  • Multi-User
  • Third-Party Plugins/Add-Ons
  • Google Apps Integration
  • Notifications
  • API
  • Email Integration
  • Data Export
  • Data Import
  • Forecasting
  • 2-Factor Authentication
  • Contact Management

Features:

Features:

  • Data Visualization
  • Brand Management
  • Audience Targeting
  • Conversion Tracking
  • Dashboard
  • Calendar Management
  • Customer Management
  • Lead Management
  • Task Scheduling/Tracking
  • Lead Scoring
  • Multi-User
  • Third-Party Plugins/Add-Ons
  • Marketing Automation
  • Notifications
  • API
  • Email Integration
  • Data Export
  • Data Import
  • Forecasting
  • Contact Management
  • External Integrations

Summary:

  • Customizable: Users can customize Capsule to fit their business.

  • Complete Contact Wiew: The contact page offers a birds eye view of everything users know about a contact, so that they can keep track of the people, companies and other organizations.

  • Manages Sales Pipeline: Keeps track of where each opportunity is at, using milestones such as prospect -> meeting -> proposal -> won etc.

  • Make Sure Things Get Done: Manages to-do lists and calendar using tasks in Capsule to ensure things don't get forgotten.

  • Manage Groups of Contacts with Lists: Creates lists by filtering contacts using given criteria, such as which city they're in, how they are tagged, when they were added, or using custom fields.

Summary:

  • Integration: Integrates with all major marketing automation and email platforms such as Gmail and Outlook.

  • 24/7 Lead Monitoring: Across the news and social media with instant alerts about relevant sales opportunities.

  • Real-time tracking of sales leads on your website, and one-click lead and data syncing with Salesforce.

Summary:

  • Simple CRM and Email Marketing for Small Business

Pricing:

  • Starting from: $12.00/month
  • Credit card required: Yes
  • Free: Up to 2 users; 10MB storage; 250 contacts
    Professional: $12/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

$12.00
1 user(s) / month
Included in plan:
  • No user limit
  • 50,000 Contacts
  • Unlimited Opportunities
  • Unlimited Cases
  • 2GB of Storage/User

Pricing:

  • Starting from: $39.00/month
  • Credit card required: N/A
  • Free users get up to 500 tracked emails per month and unlimited CRM contacts and usage.
    Premium tiers start at $39 per seat/per month after a one month free trial.
    Pricing increases as the number of tracked and monitored leads in the system increases.

Customer Relationship Management

$34.95
unlimited user(s) / month
Included in plan:
  • Unlimited Contact Storage
  • Record History & Schedule Tasks
  • Sales Pipeline

FAQs:

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

  • 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.

  • Does this service integrate with any other apps?
  • It integrates with: G Suite; invoicing and accounting apps, email marketing apps, website forms, email tracking apps etc.

  • 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.

  • 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? (e.g. native mobile apps)
  • This service 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.

FAQs:

    Does this service offer guides, tutorials and or customer support?
  • Video Tutorials, Blogs, Weekly Classes

  • Does this service integrate with any other apps?
  • Quickbooks, Facebook Ads, Shopify, AttachTwo, CallRail, ShipStation

  • Does this service offer an API?
  • Yes

  • What are some applications this service is commonly used in tandem with?
  • Outlook, Google

  • What is this service generally used for?
  • Web App, Windows, Macintosh

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

  • What platforms does this service support? (e.g. native mobile apps)
  • iOS, Android

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
5k

Publisher:

Founded:
-
Based in:
San Francisco
Employees:
-
Likes:
563
Followers:
5.4k

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
662
Followers:
1.96k

Other:

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

Other:

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

Other:

Who uses AddressTwo CRM
  • Personal
  • Freelance
  • Startups
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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