Compare Capsule vs Act! vs Insightly

Capsule

CRM
 (46)

Act!

CRM
 (8)

Insightly

CRM
 (535)
More Information More Information More Information

Crozscore:

89%
what is this?
90%
50%
interest falling

Crozscore:

84%
what is this?
80%
46%
no significant changes

Crozscore:

91%
what is this?
92%
49%
interest falling
Capsule screenshot view 5 more Act! screenshot view 5 more Insightly screenshot

Software Description:

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.

Software Description:

Act! provides small enterprises with CRM and contact management solution. Users no longer need spreadsheets or document files to take notes, manage clients, control customer database, and track cooperation.

Customer relations have the essential impact on sales results, and now business owners can control the whole process form one customizable interface. Act! provides them with a complete solution to lead data and pending opportunities.

This service also offers follow-up actions, scheduling, emailing functions, and smart contact lists. Sales managers can follow and align execution and pipeline efficiency with comprehensive dashboard and reports.

Software Description:

Insightly is a web-based customer relationship and project management solution for small to medium sized businesses. Insightly is designed to keep all the information needed to run a business in one place, accessible and searchable by all employees, wherever they are in the world.

Features:

  • Calendar Management
  • 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:

  • Customer Management
  • Lead Management
  • Marketing Automation
  • Notifications
  • Email Integration
  • Data Export
  • Data Import
  • Task Scheduling/Tracking
  • Forecasting
  • Google Apps Integration
  • Dashboard
  • Scheduling
  • Lead Scoring
  • Contact Management
  • Calendar Management
  • External Integrations
  • API

Features:

  • API
  • Email Integration
  • File Sharing
  • Project Management
  • Contact Management
  • Contact Sharing
  • Lead Management
  • Social-Media Integration

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:

  • Opportunity Management

  • Contact and Activity Management

  • Sales and Opportunity Tracking

  • Email Marketing

  • Integration and Automation

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

Pro

$293.00
User
Included in plan:
  • Entry-Level
  • Out-of-the-Box Feature Set For Individuals
  • Desktop Access

Premium

$26.00
1 user(s) / month
Included in plan:
  • Full-Featured
  • Everywhere-Access CRM for Individuals & Teams – You Deploy Onsite!
  • Self-Hosted Online, Offline, & Mobile Access

Premium Cloud

$41.00
1 user(s) / month
Included in plan:
  • Full-Featured
  • Everywhere Access CRM in the Cloud - We Handle the Technical Details!
  • Vendor-Hosted Online, Offline, & Mobile Access

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:

    Does this service offer multi-user capability (e.g. teams)?
  • No.

  • What are some applications this service is commonly used in tandem with?
  • Act! is most commonly used in tandem with MS Office and G Suite apps.

  • Does this service offer an API?
  • Yes, there is an API offered.

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

  • Does this service integrate with any other apps?
  • Integrations available: Dropbox, Microsoft Office 365, G Suite, LinkedIn, Facebook, Microsoft Outlook, iCloud,
    Campaign Monitor, Constant Contact, Google Apps for Work, SalesNexus, Evolve IP Phone System, SpitFire, HomeTrak, CloudCallClick, 8×8 Virtual Contact Center.

  • What is this service generally used for?
  • This software is used for customer relationship management.

  • Does this service offer guides, tutorials and or customer support?
  • Support: Phone Support, Email Support, FAQs, Community, Knowledge Base.

  • What platforms does this service support?
  • Act! is, depending on a pricing plan, either desktop or cloud-based platform.

FAQs:

    No FAQs associated with this application.

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
150
Followers:
5.17k

Publisher:

Founded:
-
Based in:
-
Employees:
11-50
Likes:
18.3k
Followers:
66

Publisher:

Founded:
2012
Based in:
San Francisco
Employees:
51-200
Likes:
Followers:

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 Act!
  • SMEs
Desktop Platforms:
  • Web App
  • Windows
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Polish, German, Dutch, French
Regional Restrictions:
No restrictions.

Other:

Regional Restrictions:
No restrictions.
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