Capsule vs Freshsales - Who is the winner in 2024?

What is Capsule?

Capsule CRM is customer relationship management software provided by UK-based Zestia Ltd. Capsule offers a system that stores all of your data in a single location, similar to other CRMs.

Although it is simple to use, Capsule is still being powerful enough to help you grow your business. It includes all of the typical CRM features, including sales analytics, task and calendar management, and contact management. 

The system offers a variety of customization functions like custom fields and adjustable pipelines to make it suitable for any kind of business. It also has mobile apps for Android and iOS users who want to work on the go. 

What is Freshsales?

First of all, you should know that Freshsales is the sales and CRM platform of the large brand of business SaaS called Freshworks. Other Freshworks products include Freshmarketer for email marketing automation and other tools, Freshdesk for customer support, Freshteam for HR functions, and Freshservice for IT needs.

When it comes to CRM software, Freshsales is in the lead position. It provides capabilities for reporting, insights, pipeline management, automation, customization, communication, and mobile apps. Freshsales offers reasonable paid plans and a free version for start-up firms, so no business is too big or little to use it.

Freshsales can cover the majority of your business's needs, especially if you choose the Freshsales Suite, which includes all the sales tools and many tools from the marketing module as well.

Capsule vs Freshsales: Features

Both Capsule and Freshsales include contact management, reporting, and mobile application features:

Contact management

Capsule CRM's contact management feature gives you a bird's-eye view of all the information you know about the people, businesses, and other organizations you do business with. You can add the contact's social media profiles to the system in addition to storing the contact's basic information. Capsule CRM allows you to add and complete tasks that need to be done for each contact. You can keep track of conversations and review each contact's interaction history. Contacts in this CRM software can be shared with your colleagues.

Freshsales CRM`s contact management function allows you to better understand your contacts with a 360-degree view. You can communicate with your contacts via phone calls and emails right from the software. Freshsales keeps track of all customer interactions and records them. It gives insight into customer profiles in a simplified way using contact details and social media data. Collect the details of prospective customers who contact you through email, live chat, and web forms.

Reporting

Capsule CRM provides ready-to-use standard reports to present important data. You can select from the pre-built sales performance, sales pipeline, and activity reports. However, if you want to generate unique reports, you simply need to connect Capsule to Google Data Studio. To see specific information, filter the reports by team or individual members. For importing into other programs such as Excel, you can export all of your report data or save an image of your chart.

Freshsales offers both standard and customizable reports. These reports show you visually how your leads and deals are moving through your sales funnel. To represent data, you can use Simple, Summary, or Matrix tables. You may also add different graphs to your reports like bar, pie, and funnel graphs. Set up a schedule for your reports to receive them at regular intervals and manually create the reports each time. You'll receive the reports via email as soon as you set the schedule. 

Mobile App

Both the App Store and Google Play provide Capsule CRM's mobile application. Even when you are offline, you can access, add, and update data using the app. You can view the latest activity and updates from your colleagues. Calls can be made and emails can be sent from a contact’s profile. Users have access to a contact's location on a map as well as their email and note history. Additionally, you can use the Capsule CRM mobile app to create and assign follow-up activities.

You can download the Freshsales mobile app from Google Play and App Store. The app's home screen provides a brief overview of your daily tasks. You can also view crucial notifications and unfinished tasks. You can phone or send emails to contacts, and it will be automatically logged to the right record. Moreover, you will be informed in advance of each meeting. Use the check-in feature to let your team know you've arrived at the meeting place. In order to quickly capture meeting notes, add a voice note. Overall, the application allows users to organize tasks and appointments, update records, and track sales deals.

Integrations

Capsule has integrations with many helpful apps and tools for project management, event management, online appointment scheduling, inbound marketing, and additional integrations. 

It can integrate with such applications as:

• QuickBooks
• Gmail
• Transpond
• Outlook
• Xero
• Zapier
• FreshBooks
• Mailchimp
• Sage
• FreeAgent
• Microsoft
• Google

Freshsales easily integrates with other products from Freshworks like FreshBooks and Freshdesk. But Freshsales can also be integrated with additional third-party applications for appointment scheduling, accounting, project management, email marketing, and virtual phone systems. 

Here are some of these programs:

• Wrike
• Xero
• Google Calendar
• Robly
• Toky

Capsule vs Freshsales: Pricing

Users of Capsule CRM can choose between four different subscription plans: Starter, Growth, Advanced, and Ultimate:

• The Starter package is created for small business teams who require help staying organized and increasing sales. It costs £14 per user per month, billed annually.
• The Growth package is ideal for growing businesses that require customization, seamless workflows, and insightful reports. It costs £27 per user per month, billed annually.
  
• The Advanced package is for boosting the growth potential of the business with added flexibility. It costs £42 per user per month, billed annually.
  
• The Ultimate package is created for larger businesses with additional requirements including excellent onboarding and support. It costs £60 per user per month, billed annually.
  

Capsule also offers a free plan that allows for up to 2 users. It provides basic features like contact and task management.

Freshsales also offers three pricing plans: Growth, Pro, and Enterprise. All plans provided are billed monthly or annually, depending on your preference. If you prefer the annual billing, you can take advantage of some discounts. 

• The Growth plan is free for 3 users. It offers strong CRM automation to help growing sales teams avoid repetitive work and spend more time selling. It costs $15 per user per month, billed annually, or $18 per user per month, billed monthly.
• The Pro plan includes everything you need to manage multiple sales teams and increase revenue like a professional. It costs $39 per user per month, billed annually, or $47 per user per month, billed monthly.
• The Enterprise plan includes everything in Pro plus advanced customization, governance, and controls. It costs $69 per user per month, billed annually, or $83 per user per month, billed monthly.

Capsule vs Freshsales: Comparison Chart

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Capsule vs Freshsales: Main Differences 

Ease of Use

User-friendliness is crucial when it comes to CRM software. After all, the software won't help you much if you can't figure out how to use it. Freshsales is created to be easy to use, even for people who have never used a CRM before. The program has a clear, user-friendly design that makes it simple to find what you're looking for. 

Capsule CRM is also user-friendly, but it has a more complicated interface with more features and options. This makes Capsule CRM more customizable and can be tailored to match your unique needs, but it can also be overwhelming for certain users.

Features

Although Capsule and Freshsales both provide a wide variety of functions, there are some significant distinctions between the two. 

With the help of the built-in phone system provided by Freshsales, you can make and receive calls right from the program. If you do most of your business over the phone, this function is really useful. Although Capsule CRM lacks a built-in phone system, it offers integration with a wide range of third-party phone systems. Additionally, Freshsales includes a built-in email marketing tool that enables you to send mass emails to your clients and prospects. Even though Capsule CRM lacks an email marketing tool, it does offer integration with a variety of third-party email marketing solutions.

Pricing

Both Capsule and Freshsales offer a free trial, so you can try out the systems before you commit to a paid plan. However, Capsule offers 14 days free trial and Freshsales offers it for 21 days. Capsule CRM has a monthly and annual subscription plan, which starts at £14 per user per month. It also has a free plan for up to 2 users and 250 contacts. Freshsales offers monthly and annual subscription plan, which starts at $15 per user per month and it`s free for 3 users. 

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The Final Verdict: Capsule or Freshsales

When it comes to increasing sales and building lasting relationships with clients, both Capsule and Freshsales are top-notch CRM options. These customer relationship management software solutions offer a range of reliable tools to drive business success.

Freshsales is a well-established CRM that is widely used across various industries. It has gained popularity for its user-friendly interface and comprehensive features. On the other hand, Capsule CRM stands out for its simplicity and practical functionality, making it a go-to choice for numerous small and medium-sized businesses worldwide.

Ultimately, the best CRM for your specific business needs will depend on your unique requirements and preferences. Consider factors such as the size of your business, industry-specific requirements, and the extent of customization and integrations needed. Capsule and Freshsales are both exceptional choices, so take the time to evaluate your needs and find the CRM that aligns perfectly with your goals.

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