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
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.
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.
Features
Sales Automation
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
Sales Automation
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
Features
Sales Automation
API
Dashboard
Email Integration
History/Version Control
Lead Management
Lead Scoring
Contact Management
Contact Sharing
Project Management
CRM Integration
Data Import
Forecasting
Expense Tracking
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
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
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.
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
BLOSSOM
$12.00
1 user(s) / month
Included in plan:
Everything in Sprout and...
Deal Funnel View
Real-time Email Tracking
Templates & Notifications
Google Calendar Integration
SPROUT
Free
Included in plan:
Leads, Contacts, Accounts & Deals
Customisable Sales Process
Phone & Email
Basic Lead Scoring
Freshdesk & Freshchat Integration
GARDEN
$25.00
1 user(s) / month
Included in plan:
Everything in Blossom and...
Custom Reports
Auto Profile Enrichment
Lead Assignment Rules
Territories
ESTATE
$49.00
1 user(s) / month
Included in plan:
Everything in Garden and...
In-App Event Tracking
Website Events Tracking
Segment Integration
Advanced Lead Scoring
Pricing
Credit card required: No
$12 per user per month, with 30 days free trial.
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)?
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
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.
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