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Capsule vs Monday.com
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- Seamless app integrations
- Free trial and basic plan
- Automated workflows and processes
- Mobile access
- AI-powered content generation
- Free trial
- Integration capabilities
- Easy-to-use interface
- Mobile app
- Customizable pipelines
- Marketing tools available separately
- Restricted features with the free version
- Support is limited to online channels
- Limited features in basic plan
- Lack of extensive AI tools
- Restricted number of automation actions
- Email management is unavailable in basic plan
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.
Monday.com, founded in 2012 and headquartered in New York City, offers a cloud-based platform with project management and CRM software. Our review highlights their services, focusing on features such as customizable pipelines, advanced contact and lead management, and automation capabilities. The platform integrates with tools like Gmail and Outlook, facilitating data management and communication. The CRM has an intuitive user interface and mobile accessibility, allowing teams to manage customer data and interactions effectively. Security features include SOC 2 Type II compliance, HIPAA compliance, and two-factor authentication. Various pricing plans are available, including special options for nonprofits and NGOs. Customer feedback often mentions the platform’s ease of use and flexibility, though some users point out limitations in the basic plan and pricing concerns for smaller teams. With features designed to streamline operations, Monday.com CRM supports businesses in managing their sales processes and customer relationships. Read the full review for a comprehensive look at Monday.com CRM’s features, pricing, and customer reviews. This will help you determine if the platform aligns with your business needs and can enhance operational efficiency.
- 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
- Cloud-Based Software : True
- Cost : Starting at $13 per monthly seat or $16 per seat monthly when billed annually
- Free Trial : Available
- Mobile App : True
- Business Size Supported : Any
- Data organization by grouping custom fields
- Forward emails to a unique storage address
- Offline access
- Auto-enriched contact profiles
- 360 customer view
- Activity tracking
- Robust data security
- Annual Subscription
- Free Trial
- Freemium
- Monthly Subscription
- Annual Subscription
- Free Trial
- Freemium
- Monthly Subscription
- 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
- Activity Logging
- AI-Powered Tools
- API & Developer Tools
- Automated Workflow Builder—Undisclosed
- Contact Management
- Deal Tracking
- Email Campaigns
- Email Syncing & Templates
- Field Customization
- Lead Management
- Performance Reports
- Pipeline Management
- Reporting & Insights
- Workflows
- Accounting Software
- Lead Generation
- Marketing Automation
- Productivity Tools
- Project Management
- Accounting Software
- Lead Generation
- Marketing Automation
- Productivity Tools
- Project Management
- Compliance Certifications
- Data Encryption
- Role-Based Permissions
- Single Sign-On (SSO)—Undisclosed
- Two-Factor Authentication (2FA)
- Compliance Certifications
- Data Encryption
- Role-Based Permissions
- Single Sign-On (SSO)
- Two-Factor Authentication (2FA)
- FAQs
- Help Guides
- Live Chat
- Mobile Application
- Phone
- FAQs
- Help Guides
- Live Chat
- Mobile Application
- Phone
Capsule vs. Monday.com
When comparing Capsule CRM and Monday.com, it’s clear that both platforms offer powerful tools for managing customer relationships and sales. However, each tool's specifics differ; understanding these differences is key to finding the right solution.
In this comparison, we will compare and contrast their features, customization options, and pricing to help ease the selection process.
Features and services
Capsule CRM and Monday.com offer core CRM functionalities like contact management, sales pipeline tracking, and task management. Capsule helps businesses maintain detailed customer profiles, track sales opportunities, and generate sales reports. Additionally, Capsule offers AI-powered email assistance and streamlines content creation.
Monday.com also supports contact management and sales pipelines, allowing teams to track deals and progress across unlimited, customizable boards. They offer advanced automation features, including lead scoring and email sequencing. Monday.com shines with their robust reporting tools, customizable dashboards, and comprehensive team activity tracking.
The key difference is Capsule’s straightforward approach for smaller businesses, while Monday.com offers a versatile platform for larger teams, featuring deeper customization and broader functionality.
Ease of use and customization
Both platforms allow customization, but Capsule focuses on simplicity while offering flexibility through custom fields and tags. Users can create personalized workflows and sales pipelines, making them adaptable to various business needs. Capsule’s AI assistant is designed to simplify tasks such as drafting emails, helping users be more efficient without extensive customization.
Monday.com provides a more flexible approach, allowing users to customize everything from pipelines and boards to automation actions and reports. While Capsule focuses on customer relationships, Monday.com’s broader toolset extends to project management, making them highly customizable for complex operations.
Where Capsule’s strength lies in simplicity, Monday.com excels in handling more intricate processes and providing deeper customization, particularly for larger teams or those with more diverse needs.
Pricing and plans
Capsule CRM offers a free plan for small teams, with paid plans starting at $18 per user per month. The Growth plan adds more advanced features at $36 per user, while the Ultimate plan costs $72 monthly per user.
Monday.com’s pricing starts at $13 per user per month for basic features, with the Standard plan at $18 and the Pro plan at $30 per user. The Enterprise plan offers extensive features at a custom price, making Monday.com more expensive as your business grows.
Final words
Capsule CRM and Monday.com each serve distinct purposes regarding CRM software. Capsule provides a straightforward, cost-effective solution for small businesses or teams looking for simplicity and ease of use.
On the other hand, Monday.com’s expansive features and customization options make them ideal for organizations seeking a versatile CRM that can scale with growth. The best option ultimately depends on your business's size, complexity, and future needs.
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