Compare Capsule vs Pipedrive vs Freshsales

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:

Pipedrive is a sales management tool built for salespeople by salespeople. Used by more than 50k sales teams globally, it helps to see the big picture, then gives step-by-step guidance to keep everyone focused on the activities that drive deals to close. With Pipedrive nothing falls through the cracks. It is easy to use and helps to keep focus, so your team will love to use it and you can trust the data in the system. Its simple to get started, but powerful enough adapt to any sales process.

Software Description:

Freshsales is a single solution CRM designed for high-growth, high-velocity sales teams. The software includes integrated phone and email, user behaviour tracking, and lead scoring on one platform. Users can track events and manage a visual sales pipeline, as well as view custom reports and analytics.

Email tracking features enable users to know when and how many times an email was opened, or a link was clicked on. Users can effectively engage with prospects by targeting the next set of email actions, and create personalised sales campaigns from email templates. Insightful email metrics tell users which emails are performing well and which aren’t. The Awaiting Response feature automatically lists contacts that need to be replied to.

Freshsales enables direct calling with a simple click on a contact’s phone number. The solution records the entire conversation history including email conversations in one place. Users can add notes, schedule tasks, as well as make appointments. Freshsales also offers personalised welcome and voicemail messages for greeting customers.

In-depth customer insights on prospects allow users to plan relevant conversations, and keep track of touch points using the activity timeline. Freshsales collects data and segments activities based on a contact’s behaviour. Users can get perspective on leads with advanced lead scoring, and prioritises important follow-ups.

The visual sales pipeline provides complete visibility of deals across various stages. Users can sort and filter by close dates, helping to make more guided decisions for climbing up the sales ladder. Freshsales’ drag and drop navigation tool enables users to move deals across the sales pipeline into any stage. Users can call or email prospects directly from the deals dashboard for a non-interruptive workflow.

Visual sales reports and revenue analytics monitor sales progress and identify successful campaigns by source, sales rep, territory, and more. Freshsales mobile apps for iOS and Android let users access deals while on-the-move and stay up-to-date on prospects at all times.

Freshsales is part of the Freshworks product family, whose products include Freshdesk Customer Support Software, Freshservice IT Service Management Software etc. – with more than 100000+ customers worldwide, including Cisco, Honda, 3M, The Atlantic, and QuizUp.

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
• Dashboard
• Email Integration
• History/Version Control
• Lead Management
• Lead Scoring
• Contact Management
• Contact Sharing
• Project Management
• CRM Integration
• Data Import
• Forecasting
• Expense Tracking

Features:

• Google Apps Integration
• Third-Party Plugins/Add-Ons
• Multi-User
• Calendar Management
• Forecasting
• Data Import
• File Transfer
• Data Export
• Email Integration
• Lead Scoring
• Task Scheduling/Tracking
• Lead Management
• Customer Management
• Scheduling
• Dashboard
• Contact Management

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:

• Contact Histories: In the Contacts portion of the application, users are able to search for contacts by name or organization.

• Timeline Views: Deals are arranged by their expected close dates, allowing salespeople to discover which activities they should be working on before deals get stale.

• Sales Forecasting: Our Forecasting tool is akin to having a personal sales manager, except it can’t fire you if you don’t make your targets. It helps you to pick the right deals and activities to focus on, so you won’t experience nasty surprises at the end of the month.

• Sales Pipelines:We’ve built our software around a proven sales pipeline management methodology. The primary view is the pipeline, a clear visual interface that prompts you to take action, remain organised and stay in control of a complex sales process.

• Reporting Capabilities: With Pipedrive, salespeople track any number of metrics, including the number of calls made by individual team members and the number of pitches completed in a given period of time.

• Email integration: Stop wasting time in your inbox We offer two easy and time-saving ways to track email conversations. In addition, we'll connect your emails automatically to your contacts and deals, so you'll have a full overview of everything that's happening with a prospect in one place. You’ll save time and improve sales productivity.

Summary:

• Built-in phone and email features enable users to make calls, send targeted emails, and keep in touch with prospects with a single click

• The 'email-to-lead' feature automatically links emails to the appropriate lead or contact’s record.

• Users can auto-capture leads directly into Freshsales whenever a visitor completes a webform

• Freshsales' 'enrichment' feature automatically adds social information and photos to profiles

• The pipeline dashboard informs users on what needs to be done to move deals forward, identifies bottlenecks, and helps analyse lost deals

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.

Pricing:

• Credit card required: N/A

• $12 per user per month, with 30 days 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:

Who are the main user groups of this service?

• Sales departments in small and mid-sized businesses.

What is this service generally used for?

• Pipedrive is used as a sales pipeline management tool.

What platforms does this service support?

• This solution works on both desktops and mobile devices, thanks to native iOS and Android applications.

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

• Pipedrive is commonly used with dapulse, ActiveCampaign, and Userlike Live Chat.

Does this service integrate with any other apps?

• Pipedrive integrates with multiple of third-party applications, including Dropbox, Google Apps, Google Drive, and Highrise. A Google Maps integration makes it easy for salespeople to see their customers on interactive maps.

Does this service offer an API?

• It offers REST API.

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

• Support offered: FAQs, a Knowledge Base, Online Support, Phone Support, Video Tutorials.

FAQs:

What is this service generally used for?

• CRM
  Customer Relationship Management
  Contact Management
  Pipeline Management
  Sales Enablement
  Lead Management
  Contact Management
  Deal Management
  Email Management & Tracking
  Territory Management
  User Behaviour Tracking

Does this service integrate with any other apps?

• Yes

What platforms does this service support?

• Android
  iPhone-iPad
  Mac
  Windows
  Web-based
  Mobile Web App

Who are the main user groups of this service?

• SMEs
  Mid Market
  Enterprise

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

• Freshdesk

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

• Yes

Does this service offer an API?

• Yes

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

• Yes

Publisher:

Publisher:

Publisher:

Other:

• Personal
• Freelance
• Startups
• SMEs

• Web App
• Windows
• Macintosh

• iOS
• Android

Other:

• Personal
• Freelance
• Startups
• SMEs
• Agencies

• Web App

• iOS
• Android

Other:

• Startups
• SMEs
• Enterprises

• Web App
• Windows

• iOS
• Android