Overview

Not every business needs a large software solution. Capsule has positioned itself as a stepping-stone for companies that don't require the complexity of a full-blown CRM system. It is a paired-down platform that will manage your contacts and boost sales performance--but not much else. If you need a CRM that also serves customer service and marketing teams, this isn't your CRM. But if all you need is a straightforward sales CRM with a great mobile app, Capsule CRM may be just the right fit. You can try their free version or a 30-day trial of the paid version to assess whether Capsule CRM covers your needs or not.
1CRM offers affordable, feature-rich plans. Even the basic startup plan comes with advanced features, such as custom reporting, workflow automation, and lead management. The main advantage of purchasing a higher subscription tier is it removes data caps, giving you unlimited leads, contacts, accounts, and user seats. There are features for sales, marketing, customer service, plus order management and project management. 1CRM is an end-to-end platform for the entire customer lifecycle.

Ease of use

This cloud-based system combines easy-to-use sales tools and basic reporting capabilities. After you register, you get a login that's accessible from any device. Once you upload your contacts, you get an interactive profile for all your clients. You can view and filter contacts by deal stage, last contact, account value, and more. You can also make notes on the file, attach documents, and track the contact through the sales process. Capsule also makes task management a breeze, by organizing your to-dos and assigning automatic alerts and reminders. You'll be able to focus on precisely what you need to do right now. One of the main shortcomings of the system is the caps on storage for free users. With only 10 MB available for two users, you may outgrow the free version quickly. Capsule CRM also has a limited number of integrations, and you will need a paid subscription to access them.
Flexibility and customization are one of 1CRM's greatest selling points. You can customize the menu system, create unlimited custom fields, change the screen layouts, filter list views, create custom reports, and build your own dashboard. It takes a little time to set up, given all the room for adjustments. However, this translates to ease of use thereafter since the system is tailored to your business needs.

Support

Customer support is available to all Capsule users, even without a paid subscription. You can fill out a help ticket through the website or email or tweet your concern. Support hours are during regular business hours, Monday - Friday. You can also help yourself using online resources such as blogs, how-to videos, articles, and guides.
1CRM offers sales force automation, opportunity tracking, sales forecasting, calendar management, graphical dashboards, reporting, and email integration. It integrates with third-party applications such as Google Apps and Outlook. The QuickBooks Finance add-on module allows companies to gain a full view of their financial picture. Pricing is per user per month and is based on a number of accounts, targets, and leads. Support is available through online forums, videos, phone, and email.

Who is it for?

The strongest attribute of Capsule CRM is its simplicity and, accordingly, ease of use. You get just enough functionality to manage contacts and boost your sales cycle. There are no complicated dashboards or endless customization options. But if you need marketing and customer service tools, phone support, or advanced reporting options, this software is not the best match for your business.
Small/Medium business owners looking for a complete and cost-effective CRM solution they can customize to fit the unique needs of their business.

Ease of Use

4.6

Support

4.5

API Access

yes

Free Trial

yes

Free Version

yes

Contact Management

yes

Molile Access

yes

Task Management

yes

Social Integration

yes

Email Marketing

yes

Analytics & Dashboard

yes

Lead Management

yes

Marketing Automation

yes

Already made a decision about the best CRM for your business?

To conclude, both solutions are worth your attention for boosting the business processes and enhancing the team performance.

Brief Comparison