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.
Stay on top of contacts, relationships, and follow-ups with Contactually CRM. The real estate CRM frees up time by automating several tasks, such as data entry, task reminders, and client communication. The 360-degree client profiles help you put a name to a face and organize contact details, communication history, properties, and pipeline status. Contactually syncs with Microsoft and Google Workspace, as well as many popular real estate tools.

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.
Contactually boasts that you can get the platform up and running in mere minutes. The real estate CRM loads quickly and smoothly, from both desktop and mobile. There are plenty of online training materials, such as FAQs, a Support Center, Webinars, and an Online Training Center. The interface itself is elegant and visually pleasing. Plus, Contactually has gamified some of real estate's more dreaded tasks, such as sorting contacts into buckets.

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.
Contactually CRM automates several workflows, such as lead qualification, drip campaigns, and data entry. Wherever a prospect is in the pipeline, you can automate the appropriate communication. Alternatively, you can receive an alert once a prospect reaches a certain stage of the sales process and reach out personally. Contactually for real estate ensures everyone who contacts your business is given personalized and prompt attention.

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.
Contactually satisfies the demands of both brokers and agents, resulting in higher-than-average adoption rates and helping the brokerage recruit, retain, and generate income. In the last 30 days, 75% of agents on brokerage accounts have checked in, strengthening relationships and expanding opportunities.

Ease of Use

4.6
4.2

Support

4.5
4

API Access

yes
no

Free Trial

yes
yes

Free Version

yes
no

Contact Management

yes
yes

Molile Access

yes
yes

Task Management

yes
yes

Social Integration

yes
no

Email Marketing

yes
yes

Analytics & Dashboard

yes
yes

Lead Management

yes
yes

Marketing Automation

yes
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