Compare Capsule vs Contactually vs bpm'online CRM

Capsule

CRM
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Crozscore:

77%
what is this?
57%
no significant changes

Crozscore:

82%
what is this?
84%
59%
no significant changes

Crozscore:

83%
what is this?
100%
47%
interest falling
Capsule screenshot view 4 more Contactually screenshot view 5 more bpm'online CRM screenshot view 1 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:

Contactually relieves users from the usual wasted time that comes from the preparation and execution of routine communication tasks.
It is able to import contacts from an existing account and allows users create categories for their contacts, merge accounts, use templates, or even automate actions such as follow-up emails. Members of a team can share contacts and take on specific roles while remaining well coordinated.
The benefits of using Contactually are made evident in the time saved and through more efficient communication.

Software Description:

BPMonline CRM is a cloud-based application that merges CRM (Client Relationship Management) and BPM (Business Process Management) tools. The heart of the application is the business process designer that allows for process modeling and execution. The logic and rules are defined by processes which can be changed when needed. Implementing a new process is as simple as modifying an old one - you simply draw a diagram and save it. The application is easily customizable with the click of a mouse. Users love bpm’online’s engaging interface with a social look and feel, free from redundant information to keep them focused on what’s relevant. Today, the company serves thousands of customers worldwide.
Bpm’online has been widely recognized by key industry analysts (such as Gartner, Forrester, Nucleus, etc.), receiving multiple awards.

Bpm’online CRM bundle offers an interconnected solution that allows you to automate marketing, sales and service:

  • Bpm’online marketing: multichannel marketing software to deliver demand generation excellence.

  • Bpm’online sales: sales force automation to manage the complete sales cycle — from lead to repeat sales.

  • Bpm’online service: innovative customer service tools to deliver exceptional customer experience.

Join our interactive live presentation of the newest version of bpm’online 7.11. September, 28

Register on our website for the event and explore bpm'online 7.11 that features amazing new AI capabilities, a revamped campaign designer and over 200 other enhancements to its CRM and BPM solutions. Save your seat today!

Features:

Features:

  • API
  • Contact Management
  • Contact Sharing
  • Data Export
  • Data Import
  • History/Version Control
  • Lead Management
  • Task Scheduling/Tracking

Features:

  • Time Management
  • Project Management
  • Travel Management
  • Dashboard
  • Calendar Management
  • Customer Management
  • Third-Party Plugins/Add-Ons
  • External Integrations
  • Data Import
  • Forecasting
  • Lead Scoring
  • Lead Management
  • Contact Sharing
  • Marketing Automation
  • Contact Management
  • Email Integration

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:

  • The Dashboard: Everything users need to do your daily outreach in one place, with recommended follow-ups, today’s calendar events, and any upcoming tasks.

  • Buckets: Buckets are easy system for contact management. They make it seamless to stay on top of the different kinds of contacts and relationships in user's network.

  • Scalemail: Perfect feature for contacting small groups who deserve more attention than a canned newsletter.

  • Programs: Allow users to set off a customized sequence of actions, from sending template-based follow-ups, to following on social networks or creating tasks.

  • Email Templates: Users are able to create templates for every possible scenario, using pre-set or custom tokens for personalization.

  • Pipelines: Enables users to simply create a Pipeline, identify the different stages, and start adding potential deals to it.

Summary:

    No key features associated with this application.

Pricing:

  • Credit card required: N/A
  • Free: Up to 2 users; 10MB storage; 250 contacts
    Professional: £8/month, per user. 30 day free trial; 2GB storage per user; 50,000 contacts.

Pricing:

  • Credit card required: N/A
  • Basic: $29 per month, annually, or 35$ per month monthly.
    Professional: $49 per month, or 59$ per month monthly.
    Enterprise: $99 per month, or 125$ per month monthly.
    All price plans include a free trial.

FAQs:

    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-iPad.

  • What are some applications this service is commonly used in tandem with?
  • It is most commonly used with Google apps; Xero; FreshBooks; MailChimp; ActiveCampaign; Wufoo Forms; ClickDesk; and others.

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

  • Does this service offer an API?
  • The Capsule API allows developers to create applications that can retrieve or update data in Capsule account.

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

  • Does this service offer guides, tutorials and or customer support?
  • They have live support available Monday – Friday, 9am – 5pm BST.

FAQs:

    What platforms does this service support? (e.g. native mobile apps)
  • Web-based platform, with mobile apps for Android and iPhone-iPad.

  • Who are the main user groups of this service?
  • The software is suitable mainly for small and medium sized companies that want to stay in contact with their key contractors, collaborators and suppliers.

  • What is this service generally used for?
  • The main purpose of Contactually is to offer advanced communication management features.

  • Does this service integrate with any other apps?
  • Contactually integrates with SalesForce, Zapier, Mail Chimp, Linkedin, Gmail, Facebook, Twitter.

  • Does this service offer an API?
  • It offers an API.

  • Does this service offer guides, tutorials and or customer support?
  • Their support includes: webinars, FAQ section, email support, phone support, video tutorial.

FAQs:

    Does this service offer guides, tutorials and or customer support?
  • Support:

    • Phone support
    • Knowledge base
    • Customer success management
    • Academy
    • Community
    • ITIL/ITSM
  • Who are the main user groups of this service?
    • Enterprises
    • Mid-size companies
    • Startups
    • Small companies
  • What is this service generally used for?
  • Bpm’online CRM bundle offers an interconnected solution that allows you to automate marketing, sales and service:

    bpm'onlise sales - sales force automation software to manage the complete sales cycle — from lead to repeat sales.*

    *bpm'online service *- innovative customer service tools to deliver an exceptional customer experience.

    *bpm'onlie marketing *- multichannel marketing software to deliver demand generation excellence.

  • What are some applications this service is commonly used in tandem with?
  • Integration:

    • Twitter,
    • Facebook,
    • Google Contacts and Calendars,
    • LDAP,
    • IMAP,
    • MS Exchange,
    • Google Maps,
    • OpenStreetMap,
    • MailChimp / Mandrill
  • Does this service offer multi-user capability? (e.g. teams)
  • Software offers multi-user capability.

  • Does this service offer an API?
  • Bpm'online provides open configuration and extensive API to allow any customizations and integrations required for your business.

  • What platforms does this service support? (e.g. native mobile apps)
  • Platforms: Android, iOS, Mac, Windows, Web-based.

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
4.98k

Publisher:

Founded:
2011
Based in:
Washington
Employees:
11-50
Likes:
19.8k
Followers:
11k

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
13.6k
Followers:
2.9k

Other:

Regional Restrictions:
No restrictions.

Other:

Regional Restrictions:
No restrictions.

Other:

Who uses bpm'online CRM
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
Arabic, German, English, French, Italian, Portuguese, Hebrew, Polish, Russian, Spanish, Turkish
Regional Restrictions:
No restrictions.
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