Capsule CRM vs Monday CRM

When choosing a CRM, understanding the unique offerings of each platform is crucial. Capsule CRM and Monday CRM are two popular options, each designed to optimize business operations and enhance customer interactions. While Capsule CRM focuses on simplicity and efficiency for small and medium-sized businesses, Monday CRM offers robust tools tailored for sales teams. In this blog post, we'll explore their features, pricing, and overall benefits, providing insights to help you determine the best fit for your needs. We'll. alsointroduce folk which is a popular alternative that has become a firm favourite.

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.
  

What is Monday CRM?

Monday CRM is a sales focussed customer relationship management platform built by the team behind Monday.com, designed to help sales teams manage contacts, sales pipelines, and workflows.

Key features of Monday CRM

• Contact management: Provides a central place to store and organize contact details, track communications, and maintain records of interactions with clients and leads.
• Deal management: Allows users to track the progress of deals across stages, helping teams monitor the sales pipeline and update deal statuses as they progress.
• Task management: Users can create tasks related to deals or contacts, assign them to team members, and track their completion to ensure follow-up actions are taken.
• Lead tracking: Features tools for capturing and managing leads, assigning them to team members, and tracking their progress through different stages of the sales funnel.
• Pipeline customization: Enables users to customize their sales pipelines to align with specific business processes, allowing different stages and workflows based on deal progression.

Capsule CRM vs. Monday 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

Both platforms offer intuitive interfaces, but Monday CRM's strength lies in its adaptability and integration capabilities, making it ideal for teams looking for a highly customizable solution. Capsule CRM's simplicity and straightforward design make it an excellent choice for small to medium-sized businesses seeking an easy-to-use CRM without overwhelming features.
Capsule CRM's pipeline management feature offers a user-friendly approach to tracking sales opportunities through various stages. You can view the sales pipeline as a list, kanban, or dashboard. This flexibility allows sales teams to easily visualize and manage their sales processes, ensuring that no opportunity falls through the cracks.
Monday CRM’s pipeline feature allows users to track the progress of deals and opportunities through customizable stages. The pipeline can be configured to match specific sales processes, with stages representing different phases of a deal. This customization is particularly beneficial for businesses with unique sales workflows, enabling them to tailor the CRM to their specific needs.

2. Ease of use

Capsule CRM offers a user-friendly interface with straightforward navigation, making it easy for users to manage contacts and sales pipelines. Monday CRM also has a user-friendly interfaced, but may be easier for a sales professional to use due to its heavy sales focus.

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. Monday CRM currently has a data enrichment app in beta mode.

4. Outreach

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. Monday CRM also allows you to do outreach campaigns, and has a template library and AI assisted support.

5. Automation

Capsule CRM offers automation features that help streamline sales and customer relationship processes, including automating repetitive tasks like follow-ups and data updates. Monday CRM provides basic automation for tasks such as updating deal statuses and sending notifications, but lacks more advanced capabilities.

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. Monday CRM also provides integrations, but these are more dedicated to helping their users streamline their workflow.

7. Artificial Intelligence

Capsule CRM has limited AI integrations compared to more advanced platforms, focusing primarily on enhancing efficiency through basic automation. Monday CRM has an AI based email generator that helps you compose sales emails.

Price and plans comparison

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

Capsule CRM prices

Capsule provides a few plans available on both an annual and monthly basis.

• 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.

Monday CRM prices

Monday CRM offers both a monthly and annual subscription plan. All their plans depend on the size of your team and starts with a 3 seat option.

• Basic: Starts from $12 per seat, per month.
• Standard: Starts from $17 per seat, per month.
• Pro: Starts from $28 per seat, per month.
• Enterprise: Undisclosed.

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

• 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.
• 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.
• 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.

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. Monday CRM: What's the verdict?

Both Capsule CRM and Monday CRM offer robust features tailored for different business needs. Capsule CRM excels in simplicity and intuitive design, ideal for small to medium-sized businesses. In contrast, Monday CRM provides extensive customization options suitable for dynamic sales teams. However, for companies seeking a more personalized approach, folk emerges as a compelling alternative. It combines customization with ease of use, making it a versatile choice for managing relationships across various business functions. Try folk today, free.