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Capsule vs Insightly

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Pros
  • Seamless app integrations
  • Free trial and basic plan
  • Automated workflows and processes
  • Mobile access
  • AI-powered content generation
Pros
  • 14-day free trial
  • All-in-one solution available
  • Mobile app availability
  • Extensive integration capabilities
  • Customizable reports
Cons
  • Marketing tools available separately
  • Restricted features with the free version
  • Support is limited to online channels
Cons
  • Marketing and customer service as separate tools
  • Complete workflow automation unavailable in basic plan
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

Founded in 2009 and based in San Francisco, Insightly is a trusted CRM provider for small to midsize businesses, offering a unique blend of features that make managing customer relationships effortless. With their intuitive design and customizable workflows, Insightly empowers businesses to streamline sales processes, nurture leads, and keep projects on track—all from one user-friendly platform. Insightly’s standout integrations with tools like Google Workspace mean your team stays connected and efficient without missing a beat. They focus on flexibility, allowing businesses to tailor the platform to their needs, unlike more rigid competitors. Additionally, with industry credentials like SOC 2, Type II, and HIPAA compliance, Insightly ensures your data stays secure and protected. Customer feedback often praises Insightly’s ease of use, sleek interface, and ability to bring order to the chaos of sales and customer management. However, some find the advanced features take a bit of getting used to, which could be worth it for the tools they deliver. Curious if Insightly could be the game-changer your business needs? Dive into our review and explore how this dynamic CRM could elevate sales, strengthen customer connections, and drive your business forward!

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 : $29 per user per month, billed annually, for their Plus plan
  • Free Trial : Available
  • Mobile App : True
  • Business Size Supported : Small to midsize businesses
Selling Points
  • Data organization by grouping custom fields
  • Forward emails to a unique storage address
  • Offline access
  • Auto-enriched contact profiles
Selling Points
  • Price quote generation
  • Business card scanning
  • Real-time data synchronization
Pricing Options
  • Annual Subscription
  • Free Trial
  • Freemium
  • Monthly Subscription
Pricing Options
  • 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
  • Productivity Tools
  • 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
  • Single Sign-On (SSO)
  • Two-Factor Authentication (2FA)
Customer Support
  • Email
  • FAQs
  • Help Guides
  • Live Chat
  • Mobile Application
  • Phone
Customer Support
  • Email
  • FAQs
  • Help Guides
  • Live Chat
  • Mobile Application
  • Phone

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