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.
CRM Creatio is a complete marketing, sales, and service solution built on an intelligent low-code platform for process management and CRM. Midsize and big enterprises may now manage the entire client journey, from lead to order to ongoing account maintenance, in an efficient and effective manner. Creatio offers three integrated products that can be used independently or as part of a single CRM bundle: Marketing Creatio, Sales Creatio, and Service Creatio. Marketing Creatio is a multichannel marketing program that allows marketing professionals to build and maintain ongoing client communication. Sales Creatio is a sales force automation (SFA) tool that manages the sales cycle from lead creation to recurring customer management. Service Creatio offers customer service tools that aid in the interaction of customers. Creatio can be installed as a cloud-based solution on-demand or on-site, with data hosted in-house on the company`s servers. Creatio can be accessed via a web browser or a mobile app in both circumstances. The system is compatible with both Windows and iOS.

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.
Processes can be easily customized to meet your exact specifications. The system includes a default application processing case for consumer loans, complete with pre-configured tasks and tips. Our users are guided through every stage of the loan management procedure by our user-friendly platform. You do not need to install any software on your PC or laptop to use the web application. The system is browser-based. Users will rapidly accept the new solution due to its user-friendly interface. Furthermore, free e-learning courses are provided to assist users in studying the system`s capabilities in greater depth. A mobile app allows you easy access while on the go.

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.
Creatio has a variety of support options, including live chat, phone, and email. Users can also access the Creatio Academy, which provides substantial documentation and a wide range of training materials. Furthermore, we discovered the community forum to be an excellent resource for more technical issues.

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.
Creatio applications, which are highly customizable and user-friendly, assist organizations of any size and industry in managing client-facing activities and providing an exceptional customer experience. The system enables midsize and big businesses to manage the whole client lifecycle, from lead generation to sales and constant customer service.

Ease of Use

4.6
4.7

Support

4.5
4.8

API Access

yes
yes

Free Trial

yes
yes

Free Version

yes
no

Contact Management

yes
yes

Molile Access

yes
yes

Task Management

yes
yes

Social Integration

yes
yes

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