Compare Tudodesk vs Pipedrive vs Capsule

Tudodesk

CRM
 (0)

Pipedrive

CRM
 (662)

Capsule

CRM
 (45)
More Information More Information More Information

Crozscore:

52%
what is this?
15%
interest falling

Crozscore:

92%
what is this?
92%
51%
no significant changes

Crozscore:

89%
what is this?
89%
50%
no significant changes
Tudodesk screenshot view 5 more Pipedrive screenshot Capsule screenshot view 5 more

Software Description:

Tudodesk is business process management software that provides users with multiple tool sets and functionalities for multiple business operations including leads, CRM, Quoting, invoicing and online payment, order books, job management and shipping. The platform enables users to create embeddable web forms, multi-page proposals, quotations and estimates, and branded job sheets that can be shared and viewed by customers online.

The software facilitates effective lead nurturing through integrated messaging and embeddable live chat tools, allows users to set up automated drip emails, and is equipped with contact management tools for creating and managing targeted contacts. Additionally, the platform offers cloud storage capabilities for project files such as client files, photos, CAD drawings and related paperwork, is equipped with project management tools for organizing and managing all project files, messages, email activity and documents.

Features:

Integrated messaging
Take your lead, customer and project communication to the next level within one platform

Live Chat
Embedded Live Chat connects you, your team and your customers making it easier to discuss deals, jobs and invoices

Automated email
Automated drip emails — From onboarding new customers, following up proposals, chasing invoices and sending job updates

Contact Management
Manage prospective customers with ease — Tudodesk has all the right tools for creating and managing targeted contacts

Cloud storage
Upload client files, photos, CAD drawings and paperwork — Add files as attachments to documents or store in project folders

Projects
Tudodesk keeps track of all your files, messages, emails activity and documents — Associating them to a customer project

Leads
Visually understand customers needs at a glance in real-time. Provide deeply-educated proposals and effortlessly win more business

Proposals
Create and send professional multiple page proposals, quotations and estimates with no effort and impress your customers with proposals that make you stand out

Invoices
Start sending beautiful professional invoices. With minimal typing, they always look great, are mobile and tablet ready and automatically calculate sales TAX, GST and VAT

Deposits
Easily request and log deposit payments with professional deposit requests. Accept payment online and convert to invoices when work is completed

Jobs
Create and share professionally branded job sheets. Keep all your job specifications, photos and progress in one place — Manage order books, update customers

Shipping
Quickly convert invoices, job sheets or proposals into shipping notes and packing sheets. Onboard customers parts and items or send items to customers

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:

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:

  • Supplier Management
  • Customer Management
  • Inventory Tracking
  • Third-Party Plugins/Add-Ons
  • Gantt Charts
  • Multi-User
  • Lead Scoring
  • Task Scheduling/Tracking
  • Lead Management
  • Scheduling
  • Dashboard
  • Call Tracking
  • Project Management
  • Marketing Automation
  • Notifications
  • API
  • Email Integration
  • Data Export
  • Contact Management
  • File Sharing

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:

  • 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:

    No key features associated with this application.

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:

  • 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.

Boostrap

Free
Included in plan:
  • 10 documents per month

Basic

$29.00
1 user(s) / month
Included in plan:
  • 50 documents per month

Startup

$49.00
1 user(s) / month
Included in plan:
  • 100 documents per month

Professional

$89.00
1 user(s) / month
Included in plan:
  • 250 documents per month

Business

$129.00
2 user(s) / month
Included in plan:
  • 300 documents per month

Pricing:

  • Credit card required: N/A
  • $12 per user per month, with 30 days free trial.

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:

    Does this service offer multi-user capability (e.g. teams)?
  • Unlimited team members.

  • Does this service offer an API?
  • Rest API.

  • What platforms does this service support?
  • Web Based
    Windows
    MAC
    Tablet
    Iphone
    Safari
    Chrome

  • Does this service offer guides, tutorials and or customer support?
  • Online help center, videos and live customer chat support via intercom.

  • Does this service integrate with any other apps?
  • Sendgrid
    Mailgun
    Stripe
    Braintree
    Paypal
    Clearbit
    Fullcontact

  • Who are the main user groups of this service?
  • Manufactures
    Bespoke Manufactures
    Made To Measure
    Repair Shops
    PC Repairs
    Restoration Shops
    Job Shops
    Fabrication Shops
    Metal Finishers
    Plating Shops
    Powder Coating Shops
    Print Shops
    Design Shops
    Creative Shops
    Design Studios
    Web Designers

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:

    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:
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Publisher:

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Publisher:

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Other:

Who uses Tudodesk
  • Freelance
  • Startups
  • SMEs
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Pipedrive
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
Korean, German, Finnish, French, Dutch, Norwegian, Turkish, Italian, Spanish, English, Portuguese, Japanese, Estonian
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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