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Capsule vs InfoFlo CRM

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Pros
  • Seamless app integrations
  • Free trial and basic plan
  • Automated workflows and processes
  • Mobile access
  • AI-powered content generation
Pros
  • 30-day free trial
  • Choice between cloud-based and on-premise plans
  • Affordable pricing
  • Mobile app
Cons
  • Marketing tools available separately
  • Restricted features with the free version
  • Support is limited to online channels
Cons
  • Expensive add-ons and integrations
  • Requires technical knowledge
Summary

Capsule CRM, established in 2009 and headquartered in Manchester, UK, offers a comprehensive customer relationship management platform tailored to businesses of all sizes. Developed by Zestia, Capsule provides various services, including robust contact management, customizable sales pipelines, workflow automation, and detailed sales analytics. The platform integrates seamlessly with popular tools like Gmail, Outlook, Zapier, and Google Workspace, enhancing their utility and ease of use. Capsule CRM stands out with their unique features, such as auto-enriched contact profiles, AI-powered content generation, and offline access via a mobile app. Customers have praised the platform's clean, intuitive interface and responsive support team. Capsule is also recognized for their strong security measures, including GDPR compliance, two-factor authentication, and SOC 2 accreditation. Notable industry accolades, such as the Best CRM Solution award at the TechRadar Pro Best for Business Awards in 2019, underscore Capsule’s reputation as a trusted CRM provider. Capsule CRM offers flexible and scalable solutions to streamline your operations and enhance customer relationships, whether you're a startup, small business, or large enterprise. Dive deeper into this review to explore the full range of Capsule CRM’s capabilities and how they can support your business growth.

Summary

InfoFlo, based in Toronto and established in 2002, offers a versatile CRM solution designed for small and medium-sized businesses. The platform provides both on-premise and cloud-based options, enabling businesses to choose the deployment that best suits their needs. Key features include robust contact management, lead tracking, task automation, and advanced security. They distinguish themselves with flexible pricing, extensive integration options, and a focus on data security. While customer feedback generally praises their organizational capabilities and user-friendly design, some users have reported occasional interface issues and limitations in customer support. To explore how they can benefit your business, read our comprehensive review for detailed insights and evaluations.

Quick Stats
  • Cloud-Based Software : True
  • Cost : Free plan, then $18 per user per month when billed annually or $21 monthly
  • Free Trial : Available
  • Mobile App : True
  • Business Size Supported : Any
Quick Stats
  • Cloud-Based Software : True
  • Cost : Starting at $30 per user per month
  • Free Trial : 30 days
  • Mobile App : True
  • Business Size Supported : Small and medium businesses (SMBs)
Selling Points
  • Data organization by grouping custom fields
  • Forward emails to a unique storage address
  • Offline access
  • Auto-enriched contact profiles
Selling Points
  • One-time cost lifetime plan for on-premise deployment
  • Dual-panel view for relationship management
  • Advanced data security
Pricing Options
  • Annual Subscription
  • Free Trial
  • Freemium
  • Monthly Subscription
Pricing Options
  • Undisclosed
    Annual Subscription
  • Free Trial
  • Freemium
  • Monthly Subscription
Features & Services
  • Activity Logging
  • AI-Powered Tools
  • API & Developer Tools
  • Automated Workflow Builder
  • Contact Management
  • Deal Tracking
  • Email Campaigns
  • Email Syncing & Templates
  • Field Customization
  • Lead Management
  • Performance Reports
  • Pipeline Management
  • Reporting & Insights
  • Workflows
Features & Services
  • Activity Logging
  • Undisclosed
    AI-Powered Tools
  • API & Developer Tools
  • Automated Workflow Builder
  • Contact Management
  • Deal Tracking
  • Email Campaigns
  • Email Syncing & Templates
  • Field Customization
  • Lead Management
  • Performance Reports
  • Pipeline Management
  • Reporting & Insights
  • Workflows
Integrations
  • Accounting Software
  • Lead Generation
  • Marketing Automation
  • Productivity Tools
  • Project Management
Integrations
  • Accounting Software
  • Lead Generation
  • Marketing Automation
  • Undisclosed
    Productivity Tools
  • Undisclosed
    Project Management
Security Features
  • Compliance Certifications
  • Data Encryption
  • Role-Based Permissions
  • Undisclosed
    Single Sign-On (SSO)
  • Two-Factor Authentication (2FA)
Security Features
  • Compliance Certifications
  • Data Encryption
  • Role-Based Permissions
  • Undisclosed
    Single Sign-On (SSO)
  • Two-Factor Authentication (2FA)
Customer Support
  • Email
  • FAQs
  • Help Guides
  • Live Chat
  • Mobile Application
  • Phone
Customer Support
  • Email
  • Undisclosed
    FAQs
  • Help Guides
  • Live Chat
  • Mobile Application
  • Phone

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