Compare Capsule vs Contactually

Capsule

CRM
 (46)
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Crozscore:

87%
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91%
50%
interest rising

Crozscore:

75%
what is this?
76%
46%
interest rising
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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.

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:

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

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.

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:

  • 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:

    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?
  • 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:

    What platforms does this service support?
  • 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.

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
5.11k

Publisher:

Founded:
2011
Based in:
Washington
Employees:
11-50
Likes:
20.7k
Followers:

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:

Regional Restrictions:
No restrictions.

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