Capsule CRM vs Pipeliner CRM

When choosing a CRM, it's essential to find a platform that aligns with your business needs. Capsule CRM and Pipeliner CRM are both popular options, each offering unique features to enhance customer engagement and streamline operations. In this blog post we'll compare their key functionalities, pricing, and benefits, providing insights to help you make an informed decision. We'll also explore folk as a viable alternative, with its highly customizable dashboards and user friendly interface.

What is Capsule CRM?

Capsule CRM is a user-friendly customer relationship management platform designed for small and medium-sized businesses. It offers a clean, intuitive interface that helps users manage customer relationships, track sales pipelines, and organize tasks and communications efficiently.

Key features of Capsule CRM

• Sales Pipeline: Capsule CRM provides a sales pipeline feature that helps users track opportunities and manage leads through various stages of the sales process.
• Key Integrations: Capsule integrates with popular tools like Google Workspace, Xero, and Mailchimp, enabling users to connect external applications for a more streamlined workflow.
• Task Management: The task management feature allows users to create, assign, and track tasks related to contacts, sales, or projects within the CRM.
• Task Reminders: Capsule CRM offers task reminders to help users stay on top of deadlines and follow-ups by sending notifications when tasks are due.
• Workflow Automation: Workflow automation in Capsule CRM enables users to automate repetitive tasks and processes, such as email follow-ups or task assignments, to improve efficiency.
  

What is Pipeliner CRM?

Pipeliner is an AI-powered sales CRM designed for small, mid-sized, and enterprise organizations, focusing on simplicity and scalability. It offers a visual approach to sales management, allowing teams to track pipelines, forecast outcomes, and automate workflows.

Key features of Pipeliner CRM

• Salesforce automation: Automates routine sales tasks, helping teams focus on selling while ensuring consistency across workflows.
• Key account management: Provides tools to manage and track relationships with high-value clients, ensuring personalized attention and strategy.
• Communications and activities tracking: Logs and organizes all interactions, calls, and emails, providing a centralized view of customer communication.
• Reporting engine: Offers customizable reports and dashboards to deliver insights into sales performance and team productivity.
• Process and workflow automation: Automates repetitive workflows, such as task assignments and approvals, to improve efficiency and reduce manual effort.

Capsule CRM vs. Pipeliner CRM: Feature Comparison

When choosing a CRM, understanding the nuances of sales pipeline management is crucial. Both Capsule CRM and Pipeliner CRM offer robust solutions, but they cater to different needs.

1. Sales Pipeline Management

Capsule CRM provides a straightforward approach to pipeline management with a user-friendly interface. It allows users to track sales opportunities through various stages, offering views in list, kanban, or dashboard formats. This flexibility helps teams visualize their progress and manage sales effectively.
Pipeliner CRM excels with its highly visual pipeline interface. Its drag-and-drop functionality makes it easy to move deals across stages, giving a clear overview of sales progress. Pipeliner supports multiple pipelines to match different sales workflows and integrates automation and reporting tools for enhanced task management and deal prioritization. While Pipeliner's focus is primarily on sales tracking, it may not be as versatile for broader project management tasks.

2. Ease of use

Both Capsule CRM and Pipeliner CRM are designed with user-friendliness in mind. Capsule CRM offers a clean, intuitive interface that's easy to navigate, making it suitable for small to medium-sized businesses. Pipeliner CRM provides a more visual approach with its unique pipeline view, which may appeal to visual learners.

3. Contact enrichment

Capsule CRM's contact enrichment feature automatically enhances contact and company records by pulling in relevant data, such as job titles, email addresses, LinkedIn profiles, and company information. However, it is only available on specific premium plans. Pipeliner CRM offers a contact enrichment feature through its Auto Profiling integration, which automatically populates additional data for contacts and accounts. This feature only adds data if there is a high probability of accuracy and does not overwrite existing fields. However, the Auto Profiling integration is an add-on and must be activated through the Pipeliner Automation Hub, making it a more selective and optional tool for contact enrichment.

4. Outreach

Capsule CRM's outreach solution focuses on simplifying email marketing and automating follow-ups through integration with its email tool, Transpond. Pipeliner CRM includes basic outreach capabilities through its mass email feature, allowing users to create and send bulk email campaigns. While Capsule offers more streamlined automation, Pipeliner's tools may seem limited compared to dedicated platforms.

5. Automation

Capsule CRM offers automation features for streamlining sales processes, including workflow automation for task triggers. Pipeliner CRM provides automation for repetitive tasks like task assignments and email follow-ups, with integrations through the Automation Hub to enhance functionality. Both aim to improve efficiency, though advanced setups may require third-party tools.

6. Integration

Capsule CRM integrates with a variety of popular third-party applications, including productivity tools like Google Workspace and Microsoft 365 for email and calendar synchronization. It also connects with accounting software such as Xero.

7. Artificial Intelligence

Capsule CRM has limited AI integrations, focusing on basic automation and supporting third-party AI tools. Pipeliner CRM integrates AI through Voyager AI Gen, providing data-driven insights for sales decision-making. While Voyager AI offers recommendations and forecasts, its functionality is primarily tailored to sales insights rather than broader AI capabilities.

Price and plans comparison

Let's take a closer look at the price and plans of both Capsule CRM and Pipeliner CRM.

Capsule CRM prices

Including its free version, Capsule provides five price plans that cater to different features and team sizes.

• Starter plan: Starts from $18 per user, per month.
• Growth plan: Starts from $36 per user, per month.
• Advanced plan: Starts from $54 per user, per month.
• Ultimate plan: Starts from $72 per user, per month.

Pipeliner CRM prices

Similarly, Pipeliner CRM offers a few versions of its platform at different price points.

• Starter: Starts from $65/seat/month.
• Business: Starts from $85/seat/month.
• Enterprise: Starts from $115/seat/month.
• Unlimited: Starts from $150/seat/month.

Introducing folk CRM: the best alternative to Capsule CRM and Pipeliner CRM

Looking for an affordable alternative? We recommend folk. A multiple award-winning CRM platform loved for its easy-to-use, plug-and-play CRM system. folk can support you from the very beginning, and grow with you as your business grows. You can use folk as a solopreneur, small to mid-size team, and large enterprise. folk can also support key areas across the business, from sales and marketing, to recruitment and more. Making it one of the most versatile CRMs in the market.

Key features

• Contact management: Bring all your contacts into one place seamlessly, from social media platforms such as LinkedIn, Instagram and X to multiple inboxes including Gmail and Outlook.
• Notes and reminders: Attach notes directly to a contact's profile in folk, and access them on the go. And assign reminders so you know exactly when to follow-up.
• Sales pipeline dashboard: Manage your entire sales cycle and leads with a highly customizable sales pipeline dashboard that can be used in Kanban-board view or listicle.
• Ease of use and customization: Easily customize the pipelines, dashboards, automation, email sequences, so that you can use it across your sales cycle and pipeline management – and other business functions such as recruitment, marketing, and more.
• Social media integration: Import people and companies from LinkedIn, Sales Navigator, Instagram, and X within a click thanks to folk’s Google Chrome extension.
• Contact sync from Gmail and Outlook: Full email sync enabling users to manage all communications directly from the CRM.
• Find email addresses in a click: Contact enrichment powered by Apollo, and Dropcontact so you can fill in missing data points with 1-click.
• Email sequences: Send email sequences with reminders if your leads don’t reply to your first emails. It includes an AI integration allowing you to personalize email at scale.

Price and plans

folk has a 14-day free trial. After that, there are affordable monthly or annual subscription plans. The annual subscription plan is as follows.

• Standard: $20 per user, per month.
• Premium: $40 per user, per month.
• Custom: Starts from $80 per user, per month.

Capsule CRM vs. Pipeliner CRM: What's the verdict?

One thing's clear. Both Capsule CRM and Pipeliner CRM offer robust solutions tailored to small and medium-sized businesses. Capsule CRM has an intuitive interface, making it ideal for straightforward customer management needs. Pipeliner CRM stands out with its visual sales management features and scalability, catering to more complex sales processes. However, for companies that need a more personalized approach to relationship management, folk provides a flexible alternative to these traditional CRM options, blending ease of use with customization. Try folk today, free.