Compare Sage CRM vs Capsule vs DealerSocket

Sage CRM

CRM
 (0)

Capsule

CRM
 (45)
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Crozscore:

76%
what is this?
40%
interest falling

Crozscore:

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

Crozscore:

84%
what is this?
45%
no significant changes
Sage CRM screenshot view 5 more Capsule screenshot view 5 more DealerSocket screenshot view 5 more

Software Description:

Sage CRM offers its CRM software solutions primarily to small and medium-sized enterprises, who want to improve their customer relations and drive sales results. It helps reach most effective, most profitable transactions, as well as make the most of the cross-selling possibilities.

This platform offers pipelines, calendars, sales analytics, contact management, and other features that are essential to sales teams and business managers. The software is easily deployed, straightforward, and quite robust.

SMEs are now equipped with a powerful tool to create marketing campaigns, target the audience, and reach potential customers. Sage CRM also offers mobile applications, for both Android and iOS users.

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:

DealerSocket offers a CRM solution for Franchise, Independent, and car dealers to handle fresh ups, phone ups and Internet leads all from one central platform. Many businesses spend a lot of time and money to get test drive appointments, and DealerSocket is taking aim at just this problem.

The platform comes with stylish and intuitive design, along with the dashboard that shows the review of the dealers performance. It streamlines car sales and marketing activities with proactive tools to manage leads, inventory, and customer experience.

The marketing automation module of this solution is mainly intended to create profitable opportunities designed to contact the right customer with the right message at the right time. The marketing features include: Multi-step Campaign Management, Email Marketing, Data Mining, MarketPlace, Reporting, and Call Management.

Features:

  • Scheduling
  • Calendar Management
  • Customer Management
  • Task Scheduling/Tracking
  • Lead Scoring
  • Gantt Charts
  • Notifications
  • Email Integration
  • 2-Factor Authentication
  • Data Import
  • Data Export
  • External Integrations
  • API
  • Dashboard
  • Lead Management
  • Contact Management
  • Marketing Automation
  • Forecasting
  • Project Management

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:

  • Call Tracking
  • Scheduling
  • Lead Management
  • Notifications
  • API
  • Data Export
  • Data Import
  • Data Visualization
  • Marketing Automation
  • Inventory Tracking
  • External Integrations
  • Lead Scoring
  • Dashboard
  • Customer Management

Summary:

  • Sales Force Automation

  • Marketing Automation

  • Customer Service Automation

  • Flexible, Affordable, and Scalable Solution

  • Project Management

  • Budgeting, Planning, & Forecasting

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:

  • Customer Database

  • Form Printing

  • Lease Management

  • Multi-step Campaign Management

  • Email Marketing

  • Email Marketing

  • MarketPlace

  • Fresh-ups

  • Phone-ups

  • Internet leads

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:

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

  • What are some applications this service is commonly used in tandem with?
  • It is most frequently used in tandem with marketing and sales automation software.

  • What platforms does this service support?
  • Sage CRM is a web-based software, with Android and iOS mobile apps.

  • What is this service generally used for?
  • It is used as a customer relationship management service.

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

  • Does this service offer guides, tutorials and or customer support?
  • Support: Email, Phone, Training, Tickets.

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

  • Does this service integrate with any other apps?
  • Integrations available: MailChimp, Procore, Campaign Monitor, FileHold DMS, Handshake, Evolve IP Phone System, Salesfusion, ForceManager, Maxemail, Odyssee Sales, GoCardless, Gem Accounts, Esker, CloudCall, Click, Praxedo, i-snapshot, eBridge Connections Accounting.

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 an API?
  • Yes, it offers API.

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

  • Does this service integrate with any other apps?
  • Integrations: Auto/Mate, AutoStar, Autosoft, CDK Digital Marketing, FEX DMS, DealerTrack, Reynolds & Reynolds, Quorum, MyDealerLot.

  • What is this service generally used for?
  • This service is generally used for CRM, marketing automation, and sales management.

  • Does this service offer guides, tutorials and or customer support?
  • Support: Live Support, Email Support, Phone Support.

  • What platforms does this service support?
  • This is a web-based software, with Android and iOS native apps offered.

  • Who are the main user groups of this service?
  • DealerSocket is used by more than 100,000 users at over 3800 auto dealerships throughout the U.S., Canada, and Australia.

Publisher:

Founded:
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Based in:
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Employees:
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Likes:
Followers:
45.6k

Publisher:

Founded:
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Based in:
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Employees:
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Likes:
Followers:
5.18k

Publisher:

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Other:

Who uses Sage CRM
  • Freelance
  • SMEs
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
German, French, Spanish, 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.

Other:

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