Compare Quote Roller vs Infusionsoft vs Capsule

Capsule

CRM
 (46)
More Information More Information More Information

Crozscore:

85%
what is this?
83%
40%
interest falling

Crozscore:

84%
what is this?
76%
59%
interest falling

Crozscore:

89%
what is this?
90%
50%
interest falling
Quote Roller screenshot view 1 more Infusionsoft screenshot view 5 more Capsule screenshot view 5 more

Software Description:

Quote Roller makes you save time and money. It allows you to create sales documents, employ dynamic quoting, get electronic signatures, and automate your workflow

with great ease of access there is no need to switch between word processors, CPQ tools, esigning apps, and your inbox.

Software Description:

Infusionsoft combines CRM, marketing automation, e-commerce and payments solutions, an app marketplace, integrations, and partners.

This solution helps small businesses boost their sales and marketing and accelerate growth, by centralizing their contact information and by pulling together data points related to sales, marketing, leads, payments, customers, and more.

This is a powerful sales platform for small businesses, including products to streamline the customer lifecycle, customer relationship management, marketing automation, and lead capture.

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.

Features:

Features:

  • Multi-User
  • Payment Processor
  • Marketing Automation
  • Task Scheduling/Tracking
  • Order management
  • Lead Scoring
  • Inventory Tracking
  • Forecasting
  • Email Integration
  • Data Visualization
  • Data Export
  • Data Import
  • Conversion Tracking
  • Customer Management
  • Lead Management
  • Contact Management
  • CRM Integration
  • External Integrations
  • Billing/Invoicing
  • API

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

Summary:

  • Built in workflow management

  • Discount and margin calculations

  • Automatic tags

  • Centralized product catalog

Summary:

  • CRM for small business

  • Marketing automation

  • Sales automation

  • Marketing analytics

  • Online sales management

  • Mobile apps

  • Payment, invoicing, and billing

  • API integrations

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.

Starter

$99.00
1 user(s) / month
Included in plan:
  • CRM
  • Marketing automation
  • 500 contacts
  • 2,500 emails/month
  • 1 user

Essentials

$199.00
3 user(s) / month
Included in plan:
  • CRM
  • Marketing automation
  • 2,500 contacts
  • 12,500 emails/month
  • 3 users

Complete

$299.00
5 user(s) / month
Included in plan:
  • CRM
  • Marketing automation
  • Sales automation
  • E-commerce
  • 10,000 contacts
  • 50,000 emails/month
  • 5 users

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

FAQs:

    No FAQs associated with this application.

FAQs:

    What platforms does this service support?
  • Infusionsoft supports web-based platforms in addition to iOS and Android.

  • Who are the main user groups of this service?
  • Infusionsoft is an integrated email marketing platform designed for small businesses with fewer than 25 employees.

  • Does this service offer an API?
  • Yes, Infusionsoft offers an API.

  • What are some applications this service is commonly used in tandem with?
  • Infusionsoft can be used in tandem with applications including QuickBooks and Xero, among others.

  • What is this service generally used for?
  • It is used for customer relations management and sales automation.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, multi-user capability is a feature of both the 'Essentials' and 'Complete' pricing plans.

  • Does this service offer guides, tutorials and or customer support?
  • Infusionsoft offers FAQs, a forum, a knowledge base, online support, phone support, and video tutorials.

  • Does this service integrate with any other apps?
  • Yes, Infusionsoft integrates with:

    MailChimp, QuickBooks, Acuity Scheduling, Xero, Zendesk, Booker Software, LiveChat, Campaign Monitor, and more.

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.

Publisher:

Founded:
-
Based in:
South San Francisco
Employees:
-
Likes:
Followers:

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
223k
Followers:
39.3k

Publisher:

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

Other:

Regional Restrictions:
No restrictions.

Other:

Who uses Infusionsoft
  • SMEs
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

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.
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