Pipedrive vs Capsule CRM

When it comes to choosing a CRM that fits your business needs, Pipedrive and Capsule CRM are two popular options that often come up. Both platforms cater to small and medium-sized businesses, offering tools for sales pipeline management, contact organization, and task automation. However, their approaches to CRM differ, making it crucial to understand the key features, strengths, and limitations of each.
In this blog post, we’ll compare Pipedrive and Capsule CRM to help you determine which one aligns better with your company’s workflow and growth goals. Additionally, we'll introduce folk as a popular alternative worth considering.

What is Pipedrive?

Pipedrive is a web-based CRM for small businesses, offering lead management, automation, email integration, and customizable pipelines to optimize sales.

Key features of Pipedrive:

• Lead and deal management: Centralized tools to manage customer data, interactions, and sales pipelines, helping teams act quickly on opportunities.
• Sales automation: Workflow automation to handle repetitive tasks, such as lead routing, follow-ups, and email sequences, allowing sales teams to focus on closing deals.
• Email integration: Full email sync, templates, and tracking features, enabling users to manage all communications directly from the CRM.
• Advanced reporting and analytics: Real-time data analytics and custom reporting tools to track sales performance, forecast revenue, and gain actionable insights.
• Customization and security: Options to customize pipelines, fields, and user permissions, with robust security measures to protect data.
  

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

• Contact management: Allows users to organize customer information, track communication history, and manage relationships in one place.
• Sales pipeline management: Helps track opportunities and deals, providing a visual overview of sales stages to monitor progress.
• Task management: Enables users to set reminders, create to-do lists, and track deadlines for streamlined productivity.
• Customization options: Offers customizable fields and workflows to tailor the CRM to specific business needs.
• Third-party integrations: Integrates with popular tools like Google Workspace, Xero, and Mailchimp to extend functionality.

Pipedrive vs. Capsule CRM: Feature Comparison

Let's break down the key features of two CRM software solutions and take a closer look at their sales automation, email marketing tools, and contact management.

1. Sales pipeline management

Pipedrive offers a user-friendly Kanban-board that closely aligns with traditional sales pipeline management processes, making it intuitive for users to visualize and manage their sales activities. This visual approach helps teams stay organized and focused on closing deals efficiently. On the other hand, Capsule CRM provides a versatile pipeline management feature that allows users to track sales opportunities through various stages. Capsule's flexibility in viewing the sales pipeline as a list, Kanban, or dashboard ensures that users can choose the format that best suits their workflow needs. This adaptability can be particularly beneficial for teams that prefer a more customizable approach to managing their sales processes. Both Pipedrive and Capsule CRM excel in providing tools that enhance sales pipeline visibility, but the choice between them may come down to the specific visual and functional preferences of the user or team. Ultimately, both platforms aim to streamline the sales process, improve team collaboration, and drive revenue growth by offering robust pipeline management features.

2. Ease of use

Pipedrive is known for its intuitive interface, making it easy for users to navigate and manage their sales processes efficiently. Capsule CRM also offers a user-friendly experience, with a straightforward design that allows users to quickly access and utilize its features without a steep learning curve.

3. Contact enrichment

Pipedrive's contact enrichment feature works by integrating with tools like Clay.com to pull additional information from external sources, automatically populating fields with relevant data such as job titles, company information, and social media profiles. Capsule CRM does not focus heavily on contact enrichment, relying more on basic data entry and user inputs.

4. Outreach

Pipedrive's email builder is more geared towards campaigns such as newsletters, and more responsive email marketing campaigns. Capsule CRM's outreach solution focuses on simplifying email marketing and automating follow-ups through integration with its email tool, Transpond. This allows users to schedule and automate email campaigns to streamline outreach efforts.

5. Automation

Pipedrive's automation feature streamlines sales processes by automating repetitive tasks, such as data entry, follow-ups, and lead assignment. Capsule CRM offers automation features that help streamline sales and customer relationship processes, including automating repetitive tasks like follow-ups and data updates. Its workflow automation allows users to set up triggers for actions based on changes in sales pipelines or customer status.

6. Integration

Pipedrive offers over 300 integrations, allowing users to connect the CRM with various third-party tools across different categories, including marketing automation and email platforms. 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

Pipedrive integrates AI primarily through its Sales Assistant, which provides actionable insights and recommendations to optimize sales activities. Capsule CRM has limited AI integrations compared to more advanced platforms, focusing primarily on enhancing efficiency through basic automation. However, it supports integrations with third-party tools that offer AI functionalities.

Price and plans comparison

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

Pipedrive prices

Pipedrive offers two types of plans, both for their CRM product. It comes as either a monthly or an annual subscription basis. Their annual subscription plan is as follows.

• Essential plan: Starts from $24 per user, per month.
• Advanced plan: Starts from $44 per user, per month.
• Power plan: Starts from $79 per user, per month.
• Enterprise plan: Starts from $129 per user, per month.

Capsule CRM prices

• Starter plan: Starts from $21 per user, per month.
• Growth plan: Starts from $38 per user, per month.
• Advanced plan: Starts from $60 per user, per month.
• Ultimate plan: Starts from $75 per user, per month.

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

Looking for an affordable alternative? We recommend folk. There is a reason why folk is a multiple award-winning CRM platform loved for its easy-to-use, plug-and-play CRM system.

Key features

• 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.

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

Both Pipedrive and Capsule CRM offer robust features tailored to small and medium-sized businesses. Pipedrive excels in sales automation and customization, while Capsule CRM stands out with its user-friendly interface and task management capabilities. However, for companies seeking 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.